Kimelman & Baird, LLC
- SEC CIK
- 0001318103
- Latest filing
- Aug 18, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 349
- −6 vs. Q4 2024
- Portfolio value
- $1.18B
- −$81.2M (−6.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CPRTCopart Inc | COM | 1,236,732 | $70.0M | 5.9% | −10,935−0.9% | Reduced | History |
| AAPLApple Inc. | Stock | 297,131 | $66.0M | 5.6% | −4,330−1.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 244,554 | $60.0M | 5.1% | −4,387−1.8% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 62,914 | $59.5M | 5.1% | −707−1.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 278,586 | $53.0M | 4.5% | −236−0.1% | Reduced | History |
| WMWaste Management Inc | Stock | 210,242 | $48.7M | 4.1% | −2,615−1.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 124,473 | $46.7M | 4.0% | +253+0.2% | Added | History |
| MAMastercard Inc | Stock | 81,155 | $44.5M | 3.8% | −1,495−1.8% | Reduced | History |
| BXBlackstone Inc. | COM | 317,339 | $44.4M | 3.8% | −2,764−0.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 118,532 | $43.4M | 3.7% | −1,241−1.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 278,144 | $43.0M | 3.7% | +143+0.1% | Added | History |
| TJXTJX Companies Inc | Stock | 338,010 | $41.2M | 3.5% | −2,273−0.7% | Reduced | History |
| VVisa Inc. | Stock | 107,560 | $37.7M | 3.2% | −1,231−1.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 44,723 | $36.9M | 3.1% | +161+0.4% | Added | History |
| WCNWaste Connections, Inc. | COM | 188,195 | $36.7M | 3.1% | +451+0.2% | Added | History |
| BACBank of America Corp | Stock | 795,855 | $33.2M | 2.8% | −6,955−0.9% | Reduced | History |
| OCOwens Corning | Stock | 205,002 | $29.3M | 2.5% | +453+0.2% | Added | History |
| HONHoneywell International Inc | COM | 128,472 | $27.2M | 2.3% | −460.0% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 104,023 | $25.9M | 2.2% | +437+0.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 335,167 | $24.4M | 2.1% | +1,133+0.3% | Added | History |
| UNPUnion Pacific Corp | Stock | 102,304 | $24.2M | 2.1% | 00.0% | Unchanged | History |
| DOVDOVER Corp | COM | 96,000 | $16.9M | 1.4% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 34,008 | $15.8M | 1.3% | +1,171+3.6% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 141,463 | $15.6M | 1.3% | +2,184+1.6% | Added | History |
| OPLNOPENLANE, Inc. | COM | 801,437 | $15.5M | 1.3% | +5,397+0.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 162,550 | $14.6M | 1.2% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 56,880 | $13.5M | 1.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 129,318 | $12.8M | 1.1% | +165+0.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 97,601 | $11.6M | 1.0% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 182,720 | $11.6M | 1.0% | +4,545+2.6% | Added | History |
| MCDMcDonalds Corp | Stock | 27,320 | $8.53M | 0.7% | −580−2.1% | Reduced | History |
| EMREmerson Electric Co | Stock | 68,535 | $7.51M | 0.6% | −39,050−36.3% | Reduced | History |
| DMRCDigimarc Corp | COM | 575,242 | $7.37M | 0.6% | −7,535−1.3% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 31,070 | $6.51M | 0.6% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 37,682 | $6.30M | 0.5% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 56,049 | $6.07M | 0.5% | +2,716+5.1% | Added | History |
| CACCamden National Corp | COM | 148,997 | $6.03M | 0.5% | −800−0.5% | Reduced | History |
| MTBM&T Bank Corp | COM | 29,950 | $5.35M | 0.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 33,795 | $5.28M | 0.4% | −574−1.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 68,424 | $4.85M | 0.4% | −290.0% | Reduced | History |
| SHELShell plc | ADR | 66,176 | $4.85M | 0.4% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 14,800 | $4.61M | 0.4% | 00.0% | Unchanged | History |
| NUENucor Corp | COM | 37,550 | $4.52M | 0.4% | 00.0% | Unchanged | History |
| STESTERIS plc | SHS USD | 15,466 | $3.51M | 0.3% | −10,207−39.8% | Reduced | History |
| PGProcter & Gamble Co | Stock | 19,670 | $3.35M | 0.3% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 23,639 | $3.14M | 0.3% | −6,300−21.0% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 12,795 | $3.12M | 0.3% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 8,536 | $2.26M | 0.2% | +8,536 | New | History |
| GEGeneral Electric Co | Stock | 10,324 | $2.07M | 0.2% | −10.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 10,396 | $1.72M | 0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 23,355 | $1.58M | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 5,490 | $1.58M | 0.1% | 00.0% | Unchanged | History |
| KIMKimco Realty Corp | COM | 73,125 | $1.55M | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 24,006 | $1.48M | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 9,293 | $1.48M | 0.1% | 00.0% | Unchanged | History |
| MTXMinerals Technologies Inc | COM | 22,782 | $1.45M | 0.1% | −2,000−8.1% | Reduced | History |
| ECLEcolab Inc. | Stock | 5,658 | $1.43M | 0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 21,347 | $1.30M | 0.1% | 00.0% | Unchanged | History |
| EOGEOG Resources Inc | Stock | 10,095 | $1.29M | 0.1% | 00.0% | Unchanged | History |
| SXTSensient Technologies Corp | COM | 17,350 | $1.29M | 0.1% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 21,610 | $1.29M | 0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 34,778 | $1.28M | 0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 16,749 | $1.26M | 0.1% | 00.0% | Unchanged | History |
| DDDuPont de Nemours, Inc. | COM | 16,165 | $1.21M | 0.1% | −12,618−43.8% | Reduced | History |
| PFEPfizer Inc | Stock | 46,691 | $1.18M | 0.1% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 15,300 | $1.04M | 0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 2,565 | $864.2K | 0.1% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 58,878 | $861.4K | 0.1% | 00.0% | Unchanged | History |
| FNLCFirst Bancorp, Inc | COM | 34,125 | $843.6K | 0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 5,400 | $793.0K | 0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 14,500 | $772.1K | 0.1% | 00.0% | Unchanged | – |
| UTZUtz Brands, Inc. | COM CL A | 54,484 | $767.1K | 0.1% | 00.0% | Unchanged | History |
| STXSeagate Technology Holdings plc | ORD SHS | 9,025 | $766.7K | 0.1% | −2,989−24.9% | Reduced | History |
| NVSNovartis AG | ADR | 6,850 | $763.6K | 0.1% | 00.0% | Unchanged | History |
| VSTVistra Corp. | Stock | 6,200 | $728.1K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 6,850 | $719.4K | 0.1% | −2,400−25.9% | Reduced | History |
| GISGeneral Mills Inc | Stock | 11,942 | $714.0K | 0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 19,363 | $676.2K | 0.1% | −12,618−39.5% | Reduced | History |
| GPCGenuine Parts Co | Stock | 5,500 | $655.3K | 0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 4,100 | $629.8K | 0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 2,053 | $626.7K | 0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 4,350 | $618.7K | 0.1% | −500−10.3% | Reduced | History |
| NWSANews Corp | CL A | 21,942 | $597.3K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 8,170 | $585.2K | <0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,002 | $577.5K | <0.1% | 00.0% | Unchanged | History |
| NINisource Inc. | COM | 13,950 | $559.3K | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 6,201 | $557.2K | <0.1% | +6,010+3,146.6% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 7,114 | $552.1K | <0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 4,500 | $532.8K | <0.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 3,000 | $511.9K | <0.1% | 00.0% | Unchanged | History |
| KWRQuaker Chemical Corp | COM | 3,992 | $493.5K | <0.1% | 00.0% | Unchanged | History |
| FULFuller H B Co | Stock | 8,650 | $485.4K | <0.1% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 3,000 | $479.2K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 3,177 | $476.3K | <0.1% | 00.0% | Unchanged | History |
| TFXTeleflex Inc | COM | 3,382 | $467.4K | <0.1% | −61,878−94.8% | Reduced | History |
| SWSmurfit Westrock plc | Stock | 10,250 | $461.9K | <0.1% | 00.0% | Unchanged | History |
| IPInternational Paper Co | COM | 8,000 | $426.8K | <0.1% | 00.0% | Unchanged | History |
| FMCFMC Corp | COM NEW | 10,000 | $421.9K | <0.1% | 00.0% | Unchanged | History |
| CTVACorteva, Inc. | Stock | 6,651 | $418.5K | <0.1% | −1,052−13.7% | Reduced | History |
| WMTWalmart Inc. | Stock | 4,385 | $385.0K | <0.1% | +207+5.0% | Added | History |
Sold out since Q4 2024 (12)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Travelers Companies Com00894E113 | COM | 8,536 | $2.06M | 0.2% | – |
| CICigna Group | Stock | 1,606 | $443.5K | <0.1% | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,400 | $391.7K | <0.1% | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,725 | $251.9K | <0.1% | History |
| ALTMArcadium Lithium plc | Stock | 22,503 | $115.4K | <0.1% | History |
| Raytheon Technologies Com00755E105 | COM | 456 | $52.8K | <0.1% | – |
| TGTTarget Corp | COM | 350 | $47.3K | <0.1% | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 375 | $36.3K | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 250 | $19.3K | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 100 | $8.48K | <0.1% | History |
| Schwab US Tips ETF808524870 | ETF | 314 | $8.11K | <0.1% | – |
| IRBTiRobot Corp | COM | 1,000 | $7.75K | <0.1% | History |