Kimelman & Baird, LLC
- SEC CIK
- 0001318103
- 最新申報
- 2026/8/18
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 349
- 較 2024 年第 4 季 −6
- 總值
- $11.8 億
- 較 2024 年第 4 季 −$8,116 萬 (−6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CPRTCopart Inc | COM | 1,236,732 | $6,999 萬 | 5.9% | −10,935−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 297,131 | $6,600 萬 | 5.6% | −4,330−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 244,554 | $5,999 萬 | 5.1% | −4,387−1.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 62,914 | $5,950 萬 | 5.1% | −707−1.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 278,586 | $5,300 萬 | 4.5% | −236−0.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 210,242 | $4,867 萬 | 4.1% | −2,615−1.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 124,473 | $4,673 萬 | 4.0% | +253+0.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 81,155 | $4,448 萬 | 3.8% | −1,495−1.8% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 317,339 | $4,436 萬 | 3.8% | −2,764−0.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 118,532 | $4,344 萬 | 3.7% | −1,241−1.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 278,144 | $4,301 萬 | 3.7% | +143+0.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 338,010 | $4,117 萬 | 3.5% | −2,273−0.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 107,560 | $3,770 萬 | 3.2% | −1,231−1.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 44,723 | $3,694 萬 | 3.1% | +161+0.4% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 188,195 | $3,673 萬 | 3.1% | +451+0.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 795,855 | $3,321 萬 | 2.8% | −6,955−0.9% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 205,002 | $2,928 萬 | 2.5% | +453+0.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 128,472 | $2,720 萬 | 2.3% | −460.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 104,023 | $2,587 萬 | 2.2% | +437+0.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 335,167 | $2,442 萬 | 2.1% | +1,133+0.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 102,304 | $2,417 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 96,000 | $1,687 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 34,008 | $1,584 萬 | 1.3% | +1,171+3.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 141,463 | $1,556 萬 | 1.3% | +2,184+1.6% | 加碼 | 歷史 |
| OPLNOPENLANE, Inc. | COM | 801,437 | $1,545 萬 | 1.3% | +5,397+0.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 162,550 | $1,459 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 56,880 | $1,347 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 129,318 | $1,276 萬 | 1.1% | +165+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 97,601 | $1,161 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 182,720 | $1,160 萬 | 1.0% | +4,545+2.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 27,320 | $853.4 萬 | 0.7% | −580−2.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 68,535 | $751.4 萬 | 0.6% | −39,050−36.3% | 減碼 | 歷史 |
| DMRCDigimarc Corp | COM | 575,242 | $737.5 萬 | 0.6% | −7,535−1.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 31,070 | $651.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 37,682 | $630.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 56,049 | $607.5 萬 | 0.5% | +2,716+5.1% | 加碼 | 歷史 |
| CACCamden National Corp | COM | 148,997 | $603.0 萬 | 0.5% | −800−0.5% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 29,950 | $535.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 33,795 | $528.0 萬 | 0.4% | −574−1.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 68,424 | $485.1 萬 | 0.4% | −290.0% | 減碼 | 歷史 |
| SHELShell plc | ADR | 66,176 | $484.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 14,800 | $461.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 37,550 | $451.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STESTERIS plc | SHS USD | 15,466 | $350.5 萬 | 0.3% | −10,207−39.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,670 | $335.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 23,639 | $313.6 萬 | 0.3% | −6,300−21.0% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 12,795 | $312.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 8,536 | $225.7 萬 | 0.2% | +8,536 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 10,324 | $206.6 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,396 | $172.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 23,355 | $158.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,490 | $158.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KIMKimco Realty Corp | COM | 73,125 | $155.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,006 | $148.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,293 | $147.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTXMinerals Technologies Inc | COM | 22,782 | $144.8 萬 | 0.1% | −2,000−8.1% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 5,658 | $143.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 21,347 | $130.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 10,095 | $129.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SXTSensient Technologies Corp | COM | 17,350 | $129.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 21,610 | $128.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 34,778 | $128.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 16,749 | $125.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 16,165 | $120.7 萬 | 0.1% | −12,618−43.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 46,691 | $118.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 15,300 | $103.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 2,565 | $86.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WENWendy's Co | Stock | 58,878 | $86.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FNLCFirst Bancorp, Inc | COM | 34,125 | $84.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 5,400 | $79.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 14,500 | $77.2 萬 | 0.1% | 00.0% | 不變 | – |
| UTZUtz Brands, Inc. | COM CL A | 54,484 | $76.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 9,025 | $76.7 萬 | 0.1% | −2,989−24.9% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 6,850 | $76.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VSTVistra Corp. | Stock | 6,200 | $72.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 6,850 | $71.9 萬 | 0.1% | −2,400−25.9% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 11,942 | $71.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 19,363 | $67.6 萬 | 0.1% | −12,618−39.5% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 5,500 | $65.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,100 | $63.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,053 | $62.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,350 | $61.9 萬 | 0.1% | −500−10.3% | 減碼 | 歷史 |
| NWSANews Corp | CL A | 21,942 | $59.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 8,170 | $58.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,002 | $57.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NINisource Inc. | COM | 13,950 | $55.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 6,201 | $55.7 萬 | <0.1% | +6,010+3,146.6% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 7,114 | $55.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,500 | $53.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,000 | $51.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KWRQuaker Chemical Corp | COM | 3,992 | $49.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FULFuller H B Co | Stock | 8,650 | $48.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HESHess Corp | Stock | 3,000 | $47.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,177 | $47.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFXTeleflex Inc | COM | 3,382 | $46.7 萬 | <0.1% | −61,878−94.8% | 減碼 | 歷史 |
| SWSmurfit Westrock plc | Stock | 10,250 | $46.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 8,000 | $42.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FMCFMC Corp | COM NEW | 10,000 | $42.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,651 | $41.9 萬 | <0.1% | −1,052−13.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,385 | $38.5 萬 | <0.1% | +207+5.0% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（12 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Travelers Companies Com00894E113 | COM | 8,536 | $205.6 萬 | 0.2% | – |
| CICigna Group | Stock | 1,606 | $44.3 萬 | <0.1% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,400 | $39.2 萬 | <0.1% | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,725 | $25.2 萬 | <0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 22,503 | $11.5 萬 | <0.1% | 歷史 |
| Raytheon Technologies Com00755E105 | COM | 456 | $5.28 萬 | <0.1% | – |
| TGTTarget Corp | COM | 350 | $4.73 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 375 | $3.63 萬 | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 250 | $1.93 萬 | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 100 | $8,479 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 314 | $8,111 | <0.1% | – |
| IRBTiRobot Corp | COM | 1,000 | $7,750 | <0.1% | 歷史 |