Kimelman & Baird, LLC
- SEC CIK
- 0001318103
- Latest filing
- Aug 18, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 355
- −9 vs. Q3 2024
- Portfolio value
- $1.26B
- +$4.87M (+0.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 301,461 | $75.5M | 6.0% | −6,637−2.2% | Reduced | History |
| CPRTCopart Inc | COM | 1,247,667 | $71.6M | 5.7% | −33,945−2.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 278,822 | $61.2M | 4.9% | −4,108−1.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 248,941 | $59.7M | 4.7% | −7,671−3.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 63,621 | $58.3M | 4.6% | −1,277−2.0% | Reduced | History |
| BXBlackstone Inc. | COM | 320,103 | $55.2M | 4.4% | −7,314−2.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 278,001 | $52.6M | 4.2% | −6,441−2.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 124,220 | $52.4M | 4.2% | −850−0.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 119,773 | $46.6M | 3.7% | −1,747−1.4% | Reduced | History |
| MAMastercard Inc | Stock | 82,650 | $43.5M | 3.5% | −2,181−2.6% | Reduced | History |
| WMWaste Management Inc | Stock | 212,857 | $43.0M | 3.4% | −3,813−1.8% | Reduced | History |
| TJXTJX Companies Inc | Stock | 340,283 | $41.1M | 3.3% | −666−0.2% | Reduced | History |
| BACBank of America Corp | Stock | 802,810 | $35.3M | 2.8% | −5,546−0.7% | Reduced | History |
| OCOwens Corning | Stock | 204,549 | $34.8M | 2.8% | −547−0.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 44,562 | $34.4M | 2.7% | +7,972+21.8% | Added | History |
| VVisa Inc. | Stock | 108,791 | $34.4M | 2.7% | −1,039−0.9% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 187,744 | $32.2M | 2.6% | −3,332−1.7% | Reduced | History |
| HONHoneywell International Inc | COM | 128,518 | $29.0M | 2.3% | −1,224−0.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 102,304 | $23.3M | 1.9% | −3,000−2.8% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 103,586 | $22.8M | 1.8% | +282+0.3% | Added | History |
| DMRCDigimarc Corp | COM | 582,777 | $21.8M | 1.7% | +1,022+0.2% | Added | History |
| UBERUber Technologies, Inc | Stock | 334,034 | $20.1M | 1.6% | +3,081+0.9% | Added | History |
| DOVDOVER Corp | COM | 96,000 | $18.0M | 1.4% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 139,279 | $17.6M | 1.4% | +1,702+1.2% | Added | History |
| MRKMerck & Co., Inc. | Stock | 162,550 | $16.2M | 1.3% | −350−0.2% | Reduced | History |
| OPLNOPENLANE, Inc. | COM | 796,040 | $15.8M | 1.3% | +796,040 | New | History |
| DISWalt Disney Co | Stock | 129,153 | $14.4M | 1.1% | −4,146−3.1% | Reduced | History |
| LINLinde PLC | Stock | 32,837 | $13.7M | 1.1% | +2,105+6.8% | Added | History |
| NKENIKE, Inc. | Stock | 178,175 | $13.5M | 1.1% | −10,133−5.4% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 56,880 | $13.3M | 1.1% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 107,585 | $13.3M | 1.1% | −11,100−9.4% | Reduced | History |
| TFXTeleflex Inc | COM | 65,260 | $11.6M | 0.9% | −34,267−34.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 97,601 | $10.5M | 0.8% | −6,105−5.9% | Reduced | History |
| ADBEAdobe Inc. | Stock | 21,488 | $9.56M | 0.8% | −12,347−36.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 27,900 | $8.09M | 0.6% | −200−0.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 53,333 | $7.16M | 0.6% | +1,910+3.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 34,369 | $6.55M | 0.5% | −2,490−6.8% | Reduced | History |
| CACCamden National Corp | COM | 149,797 | $6.40M | 0.5% | 00.0% | Unchanged | History |
| MTBM&T Bank Corp | COM | 29,950 | $5.63M | 0.4% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 31,070 | $5.52M | 0.4% | −2,696−8.0% | Reduced | History |
| CVXChevron Corp | Stock | 37,682 | $5.46M | 0.4% | −5,250−12.2% | Reduced | History |
| STESTERIS plc | SHS USD | 25,673 | $5.28M | 0.4% | −3,026−10.5% | Reduced | History |
| NEENextera Energy Inc | Stock | 68,453 | $4.91M | 0.4% | −15,000−18.0% | Reduced | History |
| NUENucor Corp | COM | 37,550 | $4.38M | 0.3% | −4,550−10.8% | Reduced | History |
| SHELShell plc | ADR | 66,176 | $4.15M | 0.3% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 14,800 | $3.86M | 0.3% | −1,500−9.2% | Reduced | History |
| ABTAbbott Laboratories | Stock | 29,939 | $3.39M | 0.3% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 19,670 | $3.30M | 0.3% | −3,300−14.4% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 12,795 | $2.72M | 0.2% | −100−0.8% | Reduced | History |
| DDDuPont de Nemours, Inc. | COM | 28,783 | $2.19M | 0.2% | 00.0% | Unchanged | History |
| Travelers Companies Com00894E113 | COM | 8,536 | $2.06M | 0.2% | +8,536 | New | – |
| MTXMinerals Technologies Inc | COM | 24,782 | $1.89M | 0.2% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 10,325 | $1.72M | 0.1% | −2,424−19.0% | Reduced | History |
| KIMKimco Realty Corp | COM | 73,125 | $1.71M | 0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 10,396 | $1.50M | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 24,006 | $1.42M | 0.1% | +361+1.5% | Added | History |
| MDLZMondelez International, Inc. | Stock | 23,355 | $1.39M | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 5,490 | $1.33M | 0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 5,658 | $1.33M | 0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 34,778 | $1.31M | 0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 31,981 | $1.28M | 0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 16,749 | $1.28M | 0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 46,691 | $1.24M | 0.1% | −250−0.5% | Reduced | History |
| EOGEOG Resources Inc | Stock | 10,095 | $1.24M | 0.1% | 00.0% | Unchanged | History |
| SXTSensient Technologies Corp | COM | 17,350 | $1.24M | 0.1% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 21,610 | $1.23M | 0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 21,347 | $1.21M | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 9,293 | $1.12M | 0.1% | 00.0% | Unchanged | History |
| STXSeagate Technology Holdings plc | ORD SHS | 12,014 | $1.04M | 0.1% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 58,878 | $959.7K | 0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 2,565 | $947.4K | 0.1% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 15,300 | $935.6K | 0.1% | 00.0% | Unchanged | History |
| FNLCFirst Bancorp, Inc | COM | 34,125 | $933.3K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 9,250 | $917.3K | 0.1% | 00.0% | Unchanged | History |
| VSTVistra Corp. | Stock | 6,200 | $854.8K | 0.1% | 00.0% | Unchanged | History |
| UTZUtz Brands, Inc. | COM CL A | 54,484 | $853.2K | 0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 11,942 | $761.5K | 0.1% | −1,600−11.8% | Reduced | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 14,500 | $721.5K | 0.1% | 00.0% | Unchanged | – |
| MMM3M Co | Stock | 5,400 | $697.1K | 0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 2,053 | $675.3K | 0.1% | −561−21.5% | Reduced | History |
| NVSNovartis AG | ADR | 6,850 | $666.6K | 0.1% | 00.0% | Unchanged | History |
| GPCGenuine Parts Co | Stock | 5,500 | $642.2K | 0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 4,850 | $635.5K | 0.1% | −2,250−31.7% | Reduced | History |
| QCOMQualcomm Inc | Stock | 4,100 | $629.8K | 0.1% | 00.0% | Unchanged | History |
| NWSANews Corp | CL A | 21,942 | $604.3K | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 7,114 | $601.5K | <0.1% | −1,900−21.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,002 | $586.7K | <0.1% | 00.0% | Unchanged | History |
| FULFuller H B Co | Stock | 8,650 | $583.7K | <0.1% | 00.0% | Unchanged | History |
| KWRQuaker Chemical Corp | COM | 3,992 | $561.9K | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 10,065 | $554.9K | <0.1% | 00.0% | Unchanged | History |
| SWSmurfit Westrock plc | Stock | 10,250 | $552.1K | <0.1% | −90−0.9% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 3,000 | $545.9K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| UNHUnitedHealth Group Inc | Stock | 1,053 | $532.6K | <0.1% | 00.0% | Unchanged | History |
| NINisource Inc. | COM | 13,950 | $512.8K | <0.1% | −3,000−17.7% | Reduced | History |
| KOCoca Cola Co | Stock | 8,170 | $508.7K | <0.1% | −1,500−15.5% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 5,949 | $499.4K | <0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 4,500 | $495.5K | <0.1% | 00.0% | Unchanged | History |
| FMCFMC Corp | COM NEW | 10,000 | $486.1K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 3,177 | $483.0K | <0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 1,606 | $443.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (18)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| TRVTravelers Companies, Inc. | Stock | 8,536 | $2.00M | 0.2% | History |
| RTXRTX Corp | Stock | 456 | $55.2K | <0.1% | History |
| TGTTarget Corp | Stock | 350 | $54.6K | <0.1% | History |
| CGBDCarlyle Secured Lending, Inc. | COM | 1,950 | $33.1K | <0.1% | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 1,500 | $16.3K | <0.1% | – |
| OBDCBlue Owl Capital Corp | COM | 900 | $13.1K | <0.1% | History |
| EIXEdison International | Stock | 150 | $13.1K | <0.1% | History |
| BWGBrandywineGLOBAL-Global Income Opportunities Fund Inc | COM | 1,405 | $12.4K | <0.1% | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 300 | $11.9K | <0.1% | – |
| HPHelmerich & Payne, Inc. | COM | 350 | $10.6K | <0.1% | History |
| NMAINuveen Multi-Asset Income Fund | COM | 522 | $6.90K | <0.1% | History |
| ProShares Tr74349Y837 | SHORT QQQ | 160 | $6.31K | <0.1% | – |
| Advisorshares Tr00768Y412 | RANGER EQUITY BE | 300 | $5.61K | <0.1% | – |
| GETYGetty Images Holdings, Inc. | CL A COM | 260 | $991 | <0.1% | History |
| DNOWDNOW Inc. | COM | 75 | $970 | <0.1% | History |
| XYZBlock, Inc. | CL A | 11 | $739 | <0.1% | History |
| FFAIFaraday Future Intelligent Electric Inc. | COM NEW CL A | 125 | $359 | <0.1% | History |
| REZIResideo Technologies, Inc. | Stock | 0 | $1 | <0.1% | History |