Kimelman & Baird, LLC
- SEC CIK
- 0001318103
- Latest filing
- Aug 18, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 17, 2021. Long positions only.
- Positions
- 117
- No filing for Q1 2021
- Portfolio value
- $1.12B
- No filing for Q1 2021
Kimelman & Baird, LLC did not file a 13F for Q1 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CPRTCopart Inc | COM | 442,108 | $58.3M | 5.2% | – | – | History |
| AAPLApple Inc. | Stock | 424,927 | $58.2M | 5.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 16,609 | $57.1M | 5.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 135,115 | $43.1M | 3.8% | – | – | History |
| TFXTeleflex Inc | COM | 106,276 | $42.7M | 3.8% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 17,162 | $41.9M | 3.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 264,421 | $41.1M | 3.7% | – | – | History |
| MAMastercard Inc | Stock | 104,845 | $38.3M | 3.4% | – | – | History |
| WMWaste Management Inc | Stock | 262,214 | $36.7M | 3.3% | – | – | History |
| BACBank of America Corp | Stock | 843,282 | $34.8M | 3.1% | – | – | History |
| BXBlackstone Inc. | COM | 356,567 | $34.6M | 3.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 86,346 | $34.2M | 3.0% | – | – | History |
| NKENIKE, Inc. | Stock | 194,640 | $30.1M | 2.7% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 143,594 | $29.9M | 2.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 104,772 | $28.4M | 2.5% | – | – | History |
| HONHoneywell International Inc | COM | 124,912 | $27.4M | 2.4% | – | – | History |
| VVisa Inc. | Stock | 113,580 | $26.6M | 2.4% | – | – | History |
| DISWalt Disney Co | Stock | 150,171 | $26.4M | 2.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 119,302 | $26.2M | 2.3% | – | – | History |
| WCNWaste Connections, Inc. | COM | 213,475 | $25.5M | 2.3% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 128,443 | $24.6M | 2.2% | – | – | History |
| WRKWestRock Co | COM | 444,941 | $23.7M | 2.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 306,962 | $20.7M | 1.8% | – | – | History |
| OCOwens Corning | Stock | 211,313 | $20.7M | 1.8% | – | – | History |
| ADBEAdobe Inc. | Stock | 32,229 | $18.9M | 1.7% | – | – | History |
| DMRCDigimarc Corp | COM | 535,517 | $17.9M | 1.6% | – | – | History |
| DOVDOVER Corp | COM | 100,800 | $15.2M | 1.4% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 56,200 | $14.9M | 1.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 64,000 | $14.7M | 1.3% | – | – | History |
| EMREmerson Electric Co | Stock | 151,827 | $14.6M | 1.3% | – | – | History |
| STESTERIS plc | SHS USD | 66,395 | $13.7M | 1.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 174,129 | $13.5M | 1.2% | – | – | History |
| MTXMinerals Technologies Inc | COM | 159,209 | $12.5M | 1.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 81,875 | $12.0M | 1.1% | – | – | History |
| CACCamden National Corp | COM | 221,889 | $10.6M | 0.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 4,134 | $10.4M | 0.9% | – | – | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 65,956 | $8.93M | 0.8% | – | – | – |
| Price T Rowe New Horizons Fund779562107 | COM | 82,420 | $7.45M | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 110,448 | $6.97M | 0.6% | – | – | History |
| MCDMcDonalds Corp | Stock | 27,300 | $6.31M | 0.6% | – | – | History |
| NEENextera Energy Inc | Stock | 82,037 | $6.01M | 0.5% | – | – | History |
| AALAmerican Airlines Group Inc. | Stock | 232,014 | $4.92M | 0.4% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 110,995 | $4.80M | 0.4% | – | – | History |
| NUENucor Corp | COM | 46,075 | $4.42M | 0.4% | – | – | History |
| MTBM&T Bank Corp | COM | 30,034 | $4.36M | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 41,550 | $4.35M | 0.4% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 69,204 | $3.62M | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 25,410 | $3.43M | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 29,289 | $3.30M | 0.3% | – | – | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 75,600 | $3.05M | 0.3% | – | – | – |
| STXSeagate Technology Holdings plc | ORD SHS | 31,592 | $2.78M | 0.2% | – | – | History |
| GEGeneral Electric Co | COM | 181,999 | $2.45M | 0.2% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 31,508 | $2.44M | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 20,300 | $2.35M | 0.2% | – | – | History |
| DOWDow Inc. | Stock | 36,548 | $2.31M | 0.2% | – | – | History |
| KIMKimco Realty Corp | COM | 102,875 | $2.15M | 0.2% | – | – | History |
| KWRQuaker Chemical Corp | COM | 8,392 | $1.99M | 0.2% | – | – | History |
| CLColgate Palmolive Co | Stock | 22,800 | $1.85M | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 9,800 | $1.61M | 0.1% | – | – | History |
| MMM3M Co | Stock | 7,950 | $1.58M | 0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 11,500 | $1.54M | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 9,930 | $1.42M | 0.1% | – | – | History |
| FMCFMC Corp | COM NEW | 10,000 | $1.08M | 0.1% | – | – | History |
| FNLCFirst Bancorp, Inc | COM | 34,572 | $1.02M | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 13,490 | $901.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 3,600 | $877.0K | 0.1% | – | – | History |
| IPInternational Paper Co | COM | 14,000 | $858.0K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 1,550 | $819.0K | 0.1% | – | – | History |
| CTVACorteva, Inc. | Stock | 18,355 | $814.0K | 0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 5,350 | $793.0K | 0.1% | – | – | History |
| LOGILogitech International S.A. | SHS | 6,000 | $726.0K | 0.1% | – | – | History |
| Enwave Corp29410K108 | cs | 878,560 | $701.0K | 0.1% | – | – | – |
| FMSFresenius Medical Care AG | SPONSORED ADR | 16,280 | $677.0K | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 5,591 | $625.0K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 4,389 | $619.0K | 0.1% | – | – | History |
| BNY Mellon Family Of Funds Dyn05587N703 | mf | 13,132 | $608.0K | 0.1% | – | – | – |
| GRAW R Grace & Co | COM | 8,680 | $600.0K | 0.1% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 3,615 | $540.0K | <0.1% | – | – | History |
| OGNOrganon & Co. | Stock | 17,408 | $527.0K | <0.1% | – | – | History |
| EXASExact Sciences Corp | COM | 4,159 | $517.0K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 8,150 | $496.0K | <0.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,065 | $456.0K | <0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,000 | $454.0K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 8,258 | $447.0K | <0.1% | – | – | History |
| Fidelity Contrafund316071109 | COM | 23,194 | $435.0K | <0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,600 | $432.0K | <0.1% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,600 | $418.0K | <0.1% | – | – | History |
| Fidelity Magellan Fund316184100 | MF | 29,764 | $413.0K | <0.1% | – | – | – |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 2,643 | $395.0K | <0.1% | – | – | – |
| American Capital Income Builder-A140193103 | Com | 5,632 | $385.0K | <0.1% | – | – | – |
| CICigna Group | Stock | 1,606 | $381.0K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 5,100 | $375.0K | <0.1% | – | – | History |
| BNY Mellon Appreciation Fund I05589Q100 | mf | 8,297 | $373.0K | <0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,692 | $366.0K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 1,007 | $355.0K | <0.1% | – | – | History |
| VMWVmware LLC | CL A COM | 2,200 | $352.0K | <0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 2,029 | $335.0K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 6,978 | $333.0K | <0.1% | – | – | History |
| BNY Mellon Family Of Funds Lar05588F501 | mf | 10,943 | $323.0K | <0.1% | – | – | – |
| TTTrane Technologies plc | SHS | 1,680 | $309.0K | <0.1% | – | – | History |