Home › Kimelman & Baird, LLC

Kimelman & Baird, LLC 13F holdings

Filed 2026-08-18 · Kimelman & Baird, LLC · 261 positions · $1.4B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AAPLAPPLE INC276.4K$80.0M5.9%
MRVLMARVELL TECHNOLOGY INC238.4K$71.0M5.2%
JPMJPMORGAN CHASE & CO206.5K$67.6M5.0%
AMZNAMAZON COM INC272.2K$64.9M4.8%
COSTCOSTCO WHOLESALE CORPORATION62.6K$58.6M4.3%
GOOGLALPHABET INC156.1K$55.8M4.1%
TJXTJX COS INC NEW327.0K$49.5M3.7%
LLYELI LILLY & CO40.4K$48.4M3.6%
BACBANK OF AMER CORP785.8K$44.8M3.3%
WMWASTE MGMT INC DEL200.5K$44.7M3.3%
MSFTMICROSOFT CORP117.8K$43.9M3.2%
HDHOME DEPOT INC116.9K$41.2M3.0%
BXBLACKSTONE INC310.4K$36.5M2.7%
MAMASTERCARD INCORPORATED70.3K$36.1M2.7%
VVISA INC102.0K$35.0M2.6%
CPRTCOPART INC1.2M$34.8M2.6%
OPLNOPENLANE INC762.5K$31.4M2.3%
OCOWENS CORNING NEW195.9K$31.1M2.3%
IBMINTERNATIONAL BUSINESS MACHS108.1K$30.4M2.2%
WCNWASTE CONNECTIONS INC179.3K$29.9M2.2%
UNPUNION PAC CORP102.3K$27.8M2.1%
BABOEING CO117.7K$25.5M1.9%
UBERUBER TECHNOLOGIES INC339.0K$24.5M1.8%
DOVDOVER CORP96.0K$21.5M1.6%
MRKMERCK & CO INC160.2K$20.6M1.5%
LINLINDE PLC35.9K$18.6M1.4%
REGNREGENERON PHARMACEUTICALS27.7K$17.3M1.3%
NVDANVIDIA CORPORATION83.9K$16.8M1.2%
HONHONEYWELL INTL INC65.0K$14.5M1.1%
HONAHONEYWELL AEROSPACE INC64.1K$14.2M1.0%
EXMOCEXXON MOBIL CORP97.2K$13.3M1.0%
—MEDTRONIC PLC163.7K$12.8M0.9%
CSCOCISCO SYS INC98.0K$11.5M0.8%
ENPHENPHASE ENERGY INC204.8K$10.1M0.7%
EMREMERSON ELEC CO68.5K$9.8M0.7%
DMRCDIGIMARC CORP1.1M$9.0M0.7%
STXSEAGATE TECHNOLOGY HLDNGS PL9.0K$8.7M0.6%
NUENUCOR CORP37.3K$8.3M0.6%
ABBVABBVIE INC30.7K$7.7M0.6%
CACCAMDEN NATL CORP137.3K$7.4M0.5%
MCDMCDONALDS CORP26.9K$7.3M0.5%
MTBM & T BK CORP29.9K$7.1M0.5%
CVXCHEVRON CORPORATION40.4K$6.7M0.5%
NEENEXTERA ENERGY INC68.1K$6.0M0.4%
NFLXNETFLIX INC.79.8K$5.7M0.4%
AMGNAMGEN INC14.2K$5.2M0.4%
SHELSHELL PLC66.2K$5.1M0.4%
GEGE AEROSPACE10.3K$3.8M0.3%
GOOGALPHABET INC10.6K$3.7M0.3%
AXPAMERICAN EXPRESS CO11.1K$3.7M0.3%
PGPROCTER & GAMBLE CO19.8K$2.9M0.2%
TRVTRAVELERS COMPANIES INC8.5K$2.8M0.2%
—STERIS PLC12.7K$2.7M0.2%
JNJJOHNSON & JOHNSON10.2K$2.6M0.2%
ABTABBOTT LABORATORIES23.5K$2.1M0.2%
MRSHMARSH & MCLENNAN COS INC12.6K$2.1M0.2%
SXTSENSIENT TECHNOLOGIES CORP16.6K$2.1M0.2%
GLDSPDR GOLD TR5.4K$2.0M0.1%
LITELUMENTUM HLDGS INC2.3K$1.9M0.1%
KIMKIMCO REALTY CORP68.1K$1.7M0.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}