Kimelman & Baird, LLC
- SEC CIK
- 0001318103
- 最新申報
- 2026/8/18
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/17 申報。只含多頭部位。
- 持股檔數
- 117
- 2021 年第 1 季沒有申報
- 總值
- $11.2 億
- 2021 年第 1 季沒有申報
Kimelman & Baird, LLC 沒有申報 2021 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CPRTCopart Inc | COM | 442,108 | $5,828 萬 | 5.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 424,927 | $5,820 萬 | 5.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,609 | $5,714 萬 | 5.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 135,115 | $4,309 萬 | 3.8% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 106,276 | $4,270 萬 | 3.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,162 | $4,191 萬 | 3.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 264,421 | $4,113 萬 | 3.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 104,845 | $3,828 萬 | 3.4% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 262,214 | $3,674 萬 | 3.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 843,282 | $3,477 萬 | 3.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 356,567 | $3,464 萬 | 3.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 86,346 | $3,417 萬 | 3.0% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 194,640 | $3,007 萬 | 2.7% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 143,594 | $2,986 萬 | 2.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 104,772 | $2,838 萬 | 2.5% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 124,912 | $2,740 萬 | 2.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 113,580 | $2,656 萬 | 2.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 150,171 | $2,640 萬 | 2.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 119,302 | $2,624 萬 | 2.3% | – | – | 歷史 |
| WCNWaste Connections, Inc. | COM | 213,475 | $2,550 萬 | 2.3% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 128,443 | $2,463 萬 | 2.2% | – | – | 歷史 |
| WRKWestRock Co | COM | 444,941 | $2,368 萬 | 2.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 306,962 | $2,070 萬 | 1.8% | – | – | 歷史 |
| OCOwens Corning | Stock | 211,313 | $2,069 萬 | 1.8% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 32,229 | $1,888 萬 | 1.7% | – | – | 歷史 |
| DMRCDigimarc Corp | COM | 535,517 | $1,794 萬 | 1.6% | – | – | 歷史 |
| DOVDOVER Corp | COM | 100,800 | $1,518 萬 | 1.4% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 56,200 | $1,492 萬 | 1.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 64,000 | $1,469 萬 | 1.3% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 151,827 | $1,461 萬 | 1.3% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 66,395 | $1,370 萬 | 1.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 174,129 | $1,354 萬 | 1.2% | – | – | 歷史 |
| MTXMinerals Technologies Inc | COM | 159,209 | $1,253 萬 | 1.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 81,875 | $1,200 萬 | 1.1% | – | – | 歷史 |
| CACCamden National Corp | COM | 221,889 | $1,060 萬 | 0.9% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,134 | $1,036 萬 | 0.9% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 65,956 | $893.0 萬 | 0.8% | – | – | – |
| Price T Rowe New Horizons Fund779562107 | COM | 82,420 | $745.2 萬 | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 110,448 | $696.7 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 27,300 | $630.6 萬 | 0.6% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 82,037 | $601.2 萬 | 0.5% | – | – | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 232,014 | $492.1 萬 | 0.4% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 110,995 | $480.2 萬 | 0.4% | – | – | 歷史 |
| NUENucor Corp | COM | 46,075 | $442.0 萬 | 0.4% | – | – | 歷史 |
| MTBM&T Bank Corp | COM | 30,034 | $436.4 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 41,550 | $435.2 萬 | 0.4% | – | – | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 69,204 | $361.9 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 25,410 | $342.9 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 29,289 | $329.9 萬 | 0.3% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 75,600 | $305.4 萬 | 0.3% | – | – | – |
| STXSeagate Technology Holdings plc | ORD SHS | 31,592 | $277.8 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 181,999 | $245.0 萬 | 0.2% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 31,508 | $243.9 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 20,300 | $235.3 萬 | 0.2% | – | – | 歷史 |
| DOWDow Inc. | Stock | 36,548 | $231.3 萬 | 0.2% | – | – | 歷史 |
| KIMKimco Realty Corp | COM | 102,875 | $214.5 萬 | 0.2% | – | – | 歷史 |
| KWRQuaker Chemical Corp | COM | 8,392 | $199.0 萬 | 0.2% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 22,800 | $185.5 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 9,800 | $161.4 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 7,950 | $157.9 萬 | 0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 11,500 | $153.8 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 9,930 | $141.9 萬 | 0.1% | – | – | 歷史 |
| FMCFMC Corp | COM NEW | 10,000 | $108.2 萬 | 0.1% | – | – | 歷史 |
| FNLCFirst Bancorp, Inc | COM | 34,572 | $101.8 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 13,490 | $90.1 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,600 | $87.7 萬 | 0.1% | – | – | 歷史 |
| IPInternational Paper Co | COM | 14,000 | $85.8 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,550 | $81.9 萬 | 0.1% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 18,355 | $81.4 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,350 | $79.3 萬 | 0.1% | – | – | 歷史 |
| LOGILogitech International S.A. | SHS | 6,000 | $72.6 萬 | 0.1% | – | – | 歷史 |
| Enwave Corp29410K108 | cs | 878,560 | $70.1 萬 | 0.1% | – | – | – |
| FMSFresenius Medical Care AG | SPONSORED ADR | 16,280 | $67.7 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,591 | $62.5 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,389 | $61.9 萬 | 0.1% | – | – | 歷史 |
| BNY Mellon Family Of Funds Dyn05587N703 | mf | 13,132 | $60.8 萬 | 0.1% | – | – | – |
| GRAW R Grace & Co | COM | 8,680 | $60.0 萬 | 0.1% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,615 | $54.0 萬 | <0.1% | – | – | 歷史 |
| OGNOrganon & Co. | Stock | 17,408 | $52.7 萬 | <0.1% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 4,159 | $51.7 萬 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 8,150 | $49.6 萬 | <0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,065 | $45.6 萬 | <0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,000 | $45.4 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 8,258 | $44.7 萬 | <0.1% | – | – | 歷史 |
| Fidelity Contrafund316071109 | COM | 23,194 | $43.5 萬 | <0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,600 | $43.2 萬 | <0.1% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,600 | $41.8 萬 | <0.1% | – | – | 歷史 |
| Fidelity Magellan Fund316184100 | MF | 29,764 | $41.3 萬 | <0.1% | – | – | – |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 2,643 | $39.5 萬 | <0.1% | – | – | – |
| American Capital Income Builder-A140193103 | Com | 5,632 | $38.5 萬 | <0.1% | – | – | – |
| CICigna Group | Stock | 1,606 | $38.1 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 5,100 | $37.5 萬 | <0.1% | – | – | 歷史 |
| BNY Mellon Appreciation Fund I05589Q100 | mf | 8,297 | $37.3 萬 | <0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,692 | $36.6 萬 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,007 | $35.5 萬 | <0.1% | – | – | 歷史 |
| VMWVmware LLC | CL A COM | 2,200 | $35.2 萬 | <0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,029 | $33.5 萬 | <0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 6,978 | $33.3 萬 | <0.1% | – | – | 歷史 |
| BNY Mellon Family Of Funds Lar05588F501 | mf | 10,943 | $32.3 萬 | <0.1% | – | – | – |
| TTTrane Technologies plc | SHS | 1,680 | $30.9 萬 | <0.1% | – | – | 歷史 |