Kimelman & Baird, LLC 13F Holdings

CIK 0001318103 · New York, NY

As of Sep 30, 2025, Kimelman & Baird, LLC reported 307 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
JPMORGAN CHASE & COJPMFinancial Services235,406$74.3M5.80%
APPLE INCAAPLTechnology288,020$73.3M5.73%
MICROSOFT CORPMSFTTechnology122,238$63.3M4.95%
AMAZON.COM INCAMZNEquity277,464$60.9M4.76%
COSTCO WHOLESALE CORPCOSTConsumer Defensive63,075$58.4M4.56%
COPART INCCPRTIndustrials1,233,862$55.5M4.34%
BLACKSTONE INCBXFinancial Services316,973$54.2M4.23%
TJX COMPANIES INCTJXConsumer Cyclical338,188$48.9M3.82%
HOME DEPOT INCHDConsumer Cyclical118,371$48.0M3.75%
WASTE MANAGEMENT INCWMIndustrials211,121$46.6M3.64%
MASTERCARD INCMAFinancial Services80,756$45.9M3.59%
BANK OF AMERICA CORPBACFinancial Services798,480$41.2M3.22%
ALPHABET INCGOOGLEquity166,197$40.4M3.16%
VISA INC-CLASS A SHARESVFinancial Services108,239$37.0M2.89%
ELI LILLY & COLLYHealthcare43,719$33.4M2.61%
WASTE CONNECTIONS INCWCNIndustrials189,255$33.3M2.60%
UBER TECHNOLOGIES INCUBERTechnology338,057$33.1M2.59%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology104,710$29.5M2.31%
OWENS CORNINGOCBasic Materials206,316$29.2M2.28%
HONEYWELL INTERNATIONAL INCHONIndustrials129,759$27.3M2.14%
UNION PACIFIC CORPUNPIndustrials102,304$24.2M1.89%
OPENLANE INCKARConsumer Cyclical808,630$23.3M1.82%
MARVELL TECHNOLOGY INCMRVLTechnology246,641$20.7M1.62%
NORFOLK SOUTHERN CORPNSCIndustrials56,880 7.1M1.34%
LINDE PLCLINBasic Materials35,425 6.8M1.32%