Kimelman & Baird, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Kimelman & Baird, LLC held in its portfolio 263 assets valued at $1,301,554,421 (i.e. $1.30B).

The most valuable assets in the portfolio included: APPLE INC ($77.28M), JPMORGAN CHASE & CO. ($74.62M), and AMAZON COM INC ($63.57M).

The chart below shows the top 10 valuable assets, and the table below shows the top 263 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Kimelman & Baird, LLC Portfolio
APPLE INC
JPMORGAN CHASE & CO.
AMAZON COM INC
MICROSOFT CORP
COSTCO WHSL CORP NEW
TJX COS INC NEW
ALPHABET INC
COPART INC
BLACKSTONE INC
WASTE MGMT INC DEL
Kimelman & Baird, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 284277 77283445 COM
JPMORGAN CHASE & CO. 231570 74616640 COM
AMAZON COM INC 275416 63571531 COM
MICROSOFT CORP 121094 58563405 COM
COSTCO WHSL CORP NEW 63089 54404384 COM
TJX COS INC NEW 332104 51014434 COM
ALPHABET INC 160123 50118499 CAP STK CL A
COPART INC 1236433 48406360 COM
BLACKSTONE INC 313775 48365287 COM
WASTE MGMT INC DEL 211173 46396791 COM
ELI LILLY & CO 41878 45005181 COM
MASTERCARD INCORPORATED 78569 44853596 CL A
BANK AMERICA CORP 793994 43669687 COM
HOME DEPOT INC 118052 40621642 COM
VISA INC 106186 37240317 COM CL A
WASTE CONNECTIONS INC 189399 33212965 COM
INTERNATIONAL BUSINESS MACHS 104919 31078057 COM
UBER TECHNOLOGIES INC 338678 27673380 COM
BOEING CO 117271 25461958 COM
HONEYWELL INTL INC 129863 25335041 COM
OPENLANE INC 809840 24117036 COM
UNION PAC CORP 102304 23664917 COM
OWENS CORNING NEW 197136 22061541 COM
MARVELL TECHNOLOGY INC 247062 20995329 COM
DOVER CORP 96000 18743040 COM
MERCK & CO INC 160179 16860442 COM
NORFOLK SOUTHN CORP 56880 16422394 COM
MEDTRONIC PLC 169390 16271604 SHS
LINDE PLC 35495 15134714 SHS
DISNEY WALT CO 131945 15011396 COM
NVIDIA CORPORATION 67759 12637054 COM
NIKE INC 184937 11782351 CL B
EXXON MOBIL CORP 97180 11694642 COM
EMERSON ELEC CO 68585 9102602 COM
MCDONALDS CORP 27320 8349812 COM
ABBVIE INC 30656 7004590 COM
ALPHABET INC 20904 6559676 CAP STK CL C
CHEVRON CORP NEW 40653 6195924 COM
NUCOR CORP 37465 6110917 COM
CAMDEN NATL CORP 139359 6045394 COM
M & T BK CORP 29950 6034326 COM
NEXTERA ENERGY INC 68424 5493079 COM
SHELL PLC 66176 4862613 SPON ADS
AMGEN INC 14240 4660895 COM
DIGIMARC CORP NEW 680817 4466157 COM
STERIS PLC 14658 3716097 SHS USD
GE AEROSPACE 10299 3172401 COM NEW
ABBOTT LABS 23506 2945067 COM
PROCTER AND GAMBLE CO 19660 2817475 COM
SEAGATE TECHNOLOGY HLDNGS PL 9025 2485395 ORD SHS
TRAVELERS COMPANIES INC 8514 2469571 COM
MARSH & MCLENNAN COS INC 12630 2343118 COM
AMERICAN EXPRESS CO 6087 2251886 COM
JOHNSON & JOHNSON 10396 2151453 COM
SPDR GOLD TR 5390 2136111 GOLD SHS
SENSIENT TECHNOLOGIES CORP 16650 1564268 COM
CISCO SYS INC 19911 1533745 COM
ECOLAB INC 5658 1485339 COM
SOLSTICE ADVANCED MATLS INC 28495 1384288 COM SHS
KIMCO RLTY CORP 68125 1380894 COM
MINERALS TECHNOLOGIES INC 21532 1312376 COM
UNILEVER PLC 18796 1229259 SPON ADR NEW
SYSCO CORP 16599 1223181 COM
MONDELEZ INTL INC 22607 1216935 CL A
PHILIP MORRIS INTL INC 7297 1170439 COM
PFIZER INC 44891 1117786 COM
COMCAST CORP NEW 34778 1039515 CL A
EOG RES INC 9695 1018072 COM
VISTRA CORP 6200 1000246 COM
KROGER CO 15300 955944 COM
NOVARTIS AG 6850 944410 SPONSORED ADR
LUMENTUM HLDGS INC 2474 911892 COM
FIRST BANCORP INC ME 34125 902265 COM
SPDR INDEX SHS FDS 14500 901030 GLB NAT RESRCE
GE VERNOVA INC 1378 900620 COM
TRANE TECHNOLOGIES PLC 2190 852348 SHS
BRISTOL-MYERS SQUIBB CO 15525 837419 COM
3M CO 4800 768480 COM
QUALCOMM INC 4100 701305 COM
META PLATFORMS INC 1027 677913 CL A
GENUINE PARTS CO 5500 676280 COM
CONOCOPHILLIPS 6850 641229 COM
NISOURCE INC 13950 582552 COM
UTZ BRANDS INC 54484 565544 COM CL A
GENERAL MLS INC 11942 555303 COM
PALO ALTO NETWORKS INC 3000 552600 COM
NEWS CORP NEW 20812 543610 CL A
COCA COLA CO 7400 517334 COM
FULLER H B CO 8400 499464 COM
WENDYS CO 57355 477768 COM
INTERNATIONAL FLAVORS&FRAGRA 6714 452457 COM
CORTEVA INC 6651 445817 COM
SMUCKER J M CO 4500 440145 COM NEW
KIMBERLY-CLARK CORP 4350 438872 COM
VANGUARD INDEX FDS 679 425823 S&P 500 ETF SHS
SPDR S&P 500 ETF TR 557 379830 TR UNIT
QNITY ELECTRONICS INC 4634 378367 COMMON STOCK
DUPONT DE NEMOURS INC 9272 372735 COM
DOW INC 14095 329542 COM
PEPSICO INC 2248 322633 COM
SMURFIT WESTROCK PLC 8250 319028 SHS
NETFLIX INC 3300 309408 COM
BALL CORP 5265 278888 COM
COLGATE PALMOLIVE CO 3500 276570 COM
EVERGY INC 3734 270678 COM
TEXAS INSTRS INC 1500 260235 COM
BERKSHIRE HATHAWAY INC DEL 500 251325 CL B NEW
ASHLAND INC 4182 245358 COM
REGENERON PHARMACEUTICALS 314 242368 COM
FRESENIUS MEDICAL CARE AG 9734 231864 SPONSORED ADR
QUAKER HOUGHTON 1582 217225 COM
EXACT SCIENCES CORP 1997 202816 COM
ENBRIDGE INC 4220 201843 COM
BANK NEW YORK MELLON CORP 1700 197353 COM
GUARDANT HEALTH INC 1900 194066 COM
LCNB CORP 11500 188485 COM
ADOBE INC 524 183395 COM
SHOPIFY INC 1125 181092 CL A SUB VTG SHS
EQT CORP 3375 180900 COM
ARCHER DANIELS MIDLAND CO 3115 179082 COM
TESLA INC 375 168645 COM
KEYCORP 8000 165120 COM
TELEFLEX INCORPORATED 1331 162417 COM
DUKE ENERGY CORP NEW 1332 156124 COM NEW
AIRBNB INC 1149 155943 COM CL A
MARATHON PETE CORP 942 153198 COM
CUMMINS INC 300 153135 COM
ISHARES TR 2250 148500 CORE S&P MCP ETF
WALMART INC 1285 143162 COM
FMC CORP 10000 138700 COM NEW
WATTS WATER TECHNOLOGIES INC 500 138010 CL A
NEWMONT CORP 1360 135796 COM
JBT MAREL CORPORATION 900 135603 COM
SEMPRA 1500 132435 COM
VANGUARD INDEX FDS 261 127332 GROWTH ETF
KINDER MORGAN INC DEL 4500 123705 COM
EATON CORP PLC 387 123264 SHS
CONAGRA BRANDS INC 6920 119786 COM
WESTLAKE CORPORATION 1500 110910 COM
PALANTIR TECHNOLOGIES INC 620 110205 CL A
CSX CORP 3000 108750 COM
FEDEX CORP 355 102546 COM
AT&T INC 4058 100801 COM
AMERIPRISE FINL INC 200 98068 COM
CARPENTER TECHNOLOGY CORP 300 94452 COM
KEURIG DR PEPPER INC 3274 91705 COM
CME GROUP INC 323 88205 COM
DIAGEO PLC 1000 86270 SPON ADR NEW
LENNAR CORP 825 84810 CL A
VANGUARD INDEX FDS 441 84227 VALUE ETF
RTX CORPORATION 456 83631 COM
DIME CMNTY BANCSHARES INC 2729 82108 COM
WEYERHAEUSER CO MTN BE 3413 80854 COM NEW
PHILLIPS 66 625 80650 COM
VERIZON COMMUNICATIONS INC 1956 79668 COM
PUBLIC SVC ENTERPRISE GRP IN 900 72270 COM
VANGUARD WHITEHALL FDS 469 67311 HIGH DIV YLD
LOEWS CORP 601 63292 COM
ISHARES TR 130 61529 RUS 1000 GRW ETF
WILLIAMS COS INC 1000 60110 COM
ASML HOLDING N V 55 58843 N Y REGISTRY SHS
ISHARES TR 428 58611 RUS MD CP GR ETF
COGNIZANT TECHNOLOGY SOLUTIO 700 58100 CL A
MARRIOTT INTL INC NEW 185 57395 CL A
CATERPILLAR INC 100 57287 COM
ZIMMER BIOMET HOLDINGS INC 600 53952 COM
CENTERPOINT ENERGY INC 1400 53676 COM
US BANCORP DEL 1000 53360 COM NEW
ALLEGION PLC 333 53021 ORD SHS
CF INDS HLDGS INC 675 52205 COM
INTUIT 75 49682 COM
INGERSOLL RAND INC 626 49592 COM
ISHARES TR 542 48488 CORE MSCI EAFE
XCEL ENERGY INC 652 48157 COM
DEERE & CO 100 46557 COM
DELTA AIR LINES INC DEL 650 45110 COM NEW
VANGUARD WHITEHALL FDS 488 43920 INTL HIGH ETF
MOTOROLA SOLUTIONS INC 110 42166 COM NEW
LAMB WESTON HLDGS INC 999 41849 COM
YUM BRANDS INC 276 41754 COM
LOWES COS INC 170 40998 COM
ISHARES TR 284 40059 RUS MDCP VAL ETF
ISHARES TR 269 39998 CORE S&P TTL STK
PROGRESSIVE CORP 175 39851 COM
UGI CORP NEW 1050 39302 COM
OPEN TEXT CORP 1200 39096 COM
CHUBB LIMITED 125 39015 COM
ALLIANT ENERGY CORP 600 39006 COM
CHURCH & DWIGHT CO INC 440 36894 COM
DARDEN RESTAURANTS INC 200 36804 COM
OGE ENERGY CORP 844 36039 COM
DOMINION ENERGY INC 600 35154 COM
STARBUCKS CORP 416 35032 COM
CHURCHILL DOWNS INC 300 34134 COM
CDW CORP 250 34050 COM
ROPER TECHNOLOGIES INC 75 33385 COM
DELL TECHNOLOGIES INC 252 31722 CL C
LAUDER ESTEE COS INC 300 31416 CL A
WELLS FARGO CO NEW 25 30300 PERP PFD CNV A
INTEL CORP 800 29520 COM
MOSAIC CO NEW 1200 28908 COM
FISERV INC 400 26868 COM
UNITEDHEALTH GROUP INC 75 24759 COM
GILEAD SCIENCES INC 200 24548 COM
WESTAMERICA BANCORPORATION 505 24155 COM
NEWMARK GROUP INC 1273 22074 CL A
BOEING CO 300 20718 DEP CONV PFD A
DNP SELECT INCOME FD INC 2000 19980 COM
TARGET CORP 200 19550 COM
KRATOS DEFENSE & SEC SOLUTIO 250 18978 COM NEW
WARNER BROS DISCOVERY INC 640 18445 COM SER A
VIATRIS INC 1079 13434 COM
ORION S.A. 2500 13200 COM
YUM CHINA HLDGS INC 276 13177 COM
FORD MTR CO 1000 13120 COM
MILLROSE PPTYS INC 412 12307 COM CL A
WEC ENERGY GROUP INC 116 12234 COM
ETSY INC 200 11088 COM
UNITED PARCEL SERVICE INC 102 10086 CL B
WESBANCO INC 300 9972 COM
GOLDMAN SACHS PHYSICAL GOLD 225 9574 UNIT
PUTNAM PREMIER INCOME TR 2529 8953 SH BEN INT
THE CAMPBELLS COMPANY 300 8361 COM
SUPER GROUP SGHC LIMITED 400 4780 ORD SHS
SLB LIMITED 100 3838 COM STK
LIBERTY BROADBAND CORP 75 3645 COM SER C
ORGANON & CO 450 3227 COMMON STOCK
LIBERTY LIVE HOLDINGS INC 32 2662 COM SHS SER C
T-MOBILE US INC 13 2640 COM
AGILENT TECHNOLOGIES INC 19 2586 COM
PARAMOUNT SKYDANCE CORP 179 2399 COM CL B
BLACKROCK FLOATING RATE INCO 200 2356 COM
HUMANA INC 9 2306 COM
SIRIUSXM HOLDINGS INC 110 2200 COMMON STOCK
FOUR CORNERS PPTY TR INC 90 2076 COM
COINBASE GLOBAL INC 9 2036 COM CL A
THE TRADE DESK INC 50 1898 COM CL A
KEYSIGHT TECHNOLOGIES INC 9 1829 COM
ENPHASE ENERGY INC 55 1763 COM
DENISON MINES CORP 517 1376 COM
KRAFT HEINZ CO 50 1213 COM
NEXGEN ENERGY LTD 131 1206 COM
CHEMOURS CO 100 1179 COM
OCCIDENTAL PETE CORP 56 1079 *W EXP 08/03/202
ITAU UNIBANCO HLDG S A 150 1077 SPON ADR REP PFD
KYNDRYL HLDGS INC 40 1063 COMMON STOCK
ORACLE CORP 5 975 COM
NEBIUS GROUP N.V. 11 921 SHS CLASS A
EASTMAN KODAK CO 100 846 COM NEW
SERVICENOW INC 5 766 COM
IQVIA HLDGS INC 3 677 COM
NEKTAR THERAPEUTICS 13 550 COM NEW
ANALOG DEVICES INC 2 543 COM
ADVANCED MICRO DEVICES INC 2 429 COM
SPROTT FDS TR 7 385 URANIUM MINERS E
LIBERTY GLOBAL LTD 30 332 COM CL C
GE HEALTHCARE TECHNOLOGIES I 4 329 COMMON STOCK
LUMEN TECHNOLOGIES INC 34 265 COM
XEROX HOLDINGS CORP 50 119 COM NEW
XP INC 3 50 CL A
GOPRO INC 25 36 CL A
ISHARES TR 0 30 S&P MC 400GR ETF
NOKIA CORP 4 26 SPONSORED ADR