Kimelman & Baird, LLC
- SEC CIK
- 0001318103
- Latest filing
- Aug 18, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 19, 2024. Long positions only.
- Positions
- 373
- No filing for Q1 2024
- Portfolio value
- $1.21B
- No filing for Q1 2024
Kimelman & Baird, LLC did not file a 13F for Q1 2024, 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 | 1,298,130 | $70.3M | 5.8% | – | – | History |
| AAPLApple Inc. | Stock | 312,959 | $65.9M | 5.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 125,715 | $56.2M | 4.6% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 65,305 | $55.5M | 4.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 284,402 | $55.0M | 4.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 287,643 | $52.4M | 4.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 258,613 | $52.3M | 4.3% | – | – | History |
| WMWaste Management Inc | Stock | 217,384 | $46.4M | 3.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 123,211 | $42.4M | 3.5% | – | – | History |
| BXBlackstone Inc. | COM | 330,801 | $41.0M | 3.4% | – | – | History |
| TJXTJX Companies Inc | Stock | 343,472 | $37.8M | 3.1% | – | – | History |
| MAMastercard Inc | Stock | 85,618 | $37.8M | 3.1% | – | – | History |
| OCOwens Corning | Stock | 207,059 | $36.0M | 3.0% | – | – | History |
| LLYEli Lilly & Co | Stock | 37,960 | $34.4M | 2.8% | – | – | History |
| WCNWaste Connections, Inc. | COM | 192,454 | $33.7M | 2.8% | – | – | History |
| BACBank of America Corp | Stock | 816,947 | $32.5M | 2.7% | – | – | History |
| VVisa Inc. | Stock | 110,703 | $29.1M | 2.4% | – | – | History |
| HONHoneywell International Inc | COM | 128,899 | $27.5M | 2.3% | – | – | History |
| UBERUber Technologies, Inc | Stock | 333,411 | $24.2M | 2.0% | – | – | History |
| UNPUnion Pacific Corp | Stock | 105,304 | $23.8M | 2.0% | – | – | History |
| TFXTeleflex Inc | COM | 100,948 | $21.2M | 1.8% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 163,560 | $20.2M | 1.7% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 138,995 | $19.0M | 1.6% | – | – | History |
| ADBEAdobe Inc. | Stock | 34,003 | $18.9M | 1.6% | – | – | History |
| DMRCDigimarc Corp | COM | 588,500 | $18.2M | 1.5% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 103,184 | $17.8M | 1.5% | – | – | History |
| DOVDOVER Corp | COM | 96,000 | $17.3M | 1.4% | – | – | History |
| NKENIKE, Inc. | Stock | 191,963 | $14.5M | 1.2% | – | – | History |
| DISWalt Disney Co | Stock | 137,996 | $13.7M | 1.1% | – | – | History |
| LINLinde PLC | Stock | 30,789 | $13.5M | 1.1% | – | – | History |
| EMREmerson Electric Co | Stock | 118,685 | $13.1M | 1.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 56,880 | $12.2M | 1.0% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 104,582 | $12.0M | 1.0% | – | – | History |
| MCDMcDonalds Corp | Stock | 28,850 | $7.35M | 0.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 37,359 | $6.85M | 0.6% | – | – | History |
| CVXChevron Corp | Stock | 42,932 | $6.72M | 0.6% | – | – | History |
| NUENucor Corp | COM | 42,100 | $6.66M | 0.5% | – | – | History |
| STESTERIS plc | SHS USD | 29,407 | $6.46M | 0.5% | – | – | History |
| NEENextera Energy Inc | Stock | 83,453 | $5.91M | 0.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 33,766 | $5.79M | 0.5% | – | – | History |
| AMGNAmgen Inc | Stock | 16,400 | $5.12M | 0.4% | – | – | History |
| SHELShell plc | ADR | 70,176 | $5.07M | 0.4% | – | – | History |
| CACCamden National Corp | COM | 149,797 | $4.94M | 0.4% | – | – | History |
| MTBM&T Bank Corp | COM | 30,034 | $4.55M | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 22,970 | $3.79M | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 29,939 | $3.11M | 0.3% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 12,895 | $2.72M | 0.2% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 24,417 | $2.43M | 0.2% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 28,866 | $2.32M | 0.2% | – | – | History |
| MTXMinerals Technologies Inc | COM | 24,832 | $2.07M | 0.2% | – | – | History |
| GEGeneral Electric Co | Stock | 12,749 | $2.03M | 0.2% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 8,715 | $1.77M | 0.1% | – | – | History |
| DOWDow Inc. | Stock | 32,064 | $1.70M | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 23,521 | $1.54M | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 10,396 | $1.52M | 0.1% | – | – | History |
| KIMKimco Realty Corp | COM | 73,125 | $1.42M | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 35,228 | $1.38M | 0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 5,658 | $1.35M | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 46,941 | $1.31M | 0.1% | – | – | History |
| EOGEOG Resources Inc | Stock | 10,420 | $1.31M | 0.1% | – | – | History |
| SXTSensient Technologies Corp | COM | 17,350 | $1.29M | 0.1% | – | – | History |
| STXSeagate Technology Holdings plc | ORD SHS | 12,014 | $1.24M | 0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 21,810 | $1.20M | 0.1% | – | – | History |
| SYYSysco Corp | Stock | 16,749 | $1.20M | 0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 5,540 | $1.19M | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 23,795 | $1.13M | 0.1% | – | – | History |
| COPConocoPhillips | Stock | 9,250 | $1.06M | 0.1% | – | – | History |
| KWRQuaker Chemical Corp | COM | 6,192 | $1.05M | 0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 10,300 | $999.5K | 0.1% | – | – | History |
| WENWendy's Co | Stock | 58,878 | $998.6K | 0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 7,100 | $981.2K | 0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 9,293 | $941.6K | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 22,432 | $931.6K | 0.1% | – | – | History |
| UTZUtz Brands, Inc. | COM CL A | 54,484 | $906.6K | 0.1% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 9,114 | $867.7K | 0.1% | – | – | History |
| GISGeneral Mills Inc | Stock | 13,542 | $856.7K | 0.1% | – | – | History |
| FNLCFirst Bancorp, Inc | COM | 34,125 | $848.0K | 0.1% | – | – | History |
| TTTrane Technologies plc | SHS | 2,565 | $843.7K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,100 | $816.6K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 6,589 | $814.0K | 0.1% | – | – | History |
| WRKWestRock Co | COM | 16,140 | $811.2K | 0.1% | – | – | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 14,500 | $809.8K | 0.1% | – | – | – |
| KRKroger Co | Stock | 15,300 | $763.9K | 0.1% | – | – | History |
| GPCGenuine Parts Co | Stock | 5,500 | $760.8K | 0.1% | – | – | History |
| NVSNovartis AG | ADR | 6,900 | $734.6K | 0.1% | – | – | History |
| FULFuller H B Co | Stock | 8,900 | $684.9K | 0.1% | – | – | History |
| OECOrion S.A. | COM | 29,135 | $639.2K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 9,670 | $615.5K | 0.1% | – | – | History |
| NWSANews Corp | CL A | 21,967 | $605.6K | <0.1% | – | – | History |
| BALLBALL Corp | COM | 10,065 | $604.1K | <0.1% | – | – | History |
| FMCFMC Corp | COM NEW | 10,000 | $575.5K | <0.1% | – | – | History |
| MMM3M Co | Stock | 5,400 | $551.8K | <0.1% | – | – | History |
| IPInternational Paper Co | COM | 12,500 | $539.4K | <0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,053 | $536.2K | <0.1% | – | – | History |
| VSTVistra Corp. | Stock | 6,200 | $533.1K | <0.1% | – | – | History |
| CICigna Group | Stock | 1,606 | $530.9K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,177 | $523.9K | <0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 1,500 | $508.5K | <0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,002 | $505.2K | <0.1% | – | – | History |
| NINisource Inc. | COM | 17,500 | $504.2K | <0.1% | – | – | History |