Kimelman & Baird, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.22B
Q ending 2026-03-31
Prior quarter
$1.30B
Q ending 2025-12-31
Change
-6.6% QoQ · +3.2% YoY
Positions
263
reported holdings
Largest positions
Top 100 of 263 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $70.6M | 278K |
| Costco Wholesale Corporation | COST | Shares | $62.5M | 63K |
| Jpmorgan Chase & Co | JPM | Shares | $61.2M | 208K |
| Amazon Com Inc | AMZN | Shares | $57.1M | 274K |
| Tjx Cos Inc New | TJX | Shares | $52.6M | 329K |
| Waste Mgmt Inc Del | WM | Shares | $47.5M | 207K |
| Alphabet Inc | GOOGL | Shares | $45.5M | 158K |
| Microsoft Corp | MSFT | Shares | $43.6M | 118K |
| Copart Inc | CPRT | Shares | $40.9M | 1.2M |
| Home Depot Inc | HD | Shares | $38.6M | 117K |
| Bank America Corp | BAC | Shares | $38.6M | 792K |
| Eli Lilly & Co | LLY | Shares | $37.1M | 40K |
| Blackstone Inc | BX | Shares | $36.0M | 313K |
| Mastercard Incorporated | MA | Shares | $35.5M | 71K |
| Visa Inc | V | Shares | $30.8M | 102K |
| Waste Connections Inc | WCN | Shares | $29.4M | 181K |
| Honeywell Intl Inc | HONGBP | Shares | $29.3M | 130K |
| International Business Machs | IBM | Shares | $25.6M | 106K |
| Union Pac Corp | UNP | Shares | $24.8M | 102K |
| Marvell Technology Inc | MRVL | Shares | $24.4M | 247K |
| Uber Technologies Inc | UBER | Shares | $24.4M | 339K |
| Boeing Co | BA | Shares | $23.3M | 117K |
| Openlane Inc | OPLN | Shares | $22.7M | 780K |
| Owens Corning New | OC | Shares | $21.2M | 196K |
| Dover Corp | DOV | Shares | $20.0M | 96K |
| Merck & Co Inc | MRK | Shares | $19.3M | 160K |
| Linde Plc | Shares | $17.7M | 36K | |
| Exxon Mobil Corp | XOM | Shares | $16.5M | 97K |
| Medtronic Plc | Shares | $14.7M | 170K | |
| Nvidia Corporation | NVDA | Shares | $14.7M | 84K |
| Disney Walt Co | DIS | Shares | $12.8M | 133K |
| Nike Inc | NKE | Shares | $10.0M | 190K |
| Emerson Elec Co | EMR | Shares | $9.0M | 69K |
| Regeneron Pharmaceuticals | REGN | Shares | $8.4M | 11K |
| Chevron Corporation | CVX | Shares | $8.4M | 40K |
| Mcdonalds Corp | MCD | Shares | $8.4M | 27K |
| Cisco Sys Inc | CSCO | Shares | $7.5M | 97K |
| Abbvie Inc | ABBV | Shares | $6.7M | 31K |
| Camden Natl Corp | CAC | Shares | $6.6M | 138K |
| Nextera Energy Inc | NEE | Shares | $6.4M | 68K |
| Nucor Corp | NUE | Shares | $6.3M | 37K |
| M & T Bk Corp | MTB | Shares | $6.2M | 30K |
| Shell Plc | SHEL | Shares | $6.2M | 66K |
| Amgen Inc | AMGN | Shares | $5.0M | 14K |
| Digimarc Corp New | Shares | $4.1M | 839K | |
| Seagate Technology Hldngs Pl | Shares | $3.5M | 9K | |
| Alphabet Inc | GOOG | Shares | $3.1M | 11K |
| Ge Aerospace | GE | Shares | $2.9M | 10K |
| Procter & Gamble Co | PG | Shares | $2.9M | 20K |
| American Express Co | AXP | Shares | $2.8M | 9K |
| Steris Plc | Shares | $2.8M | 13K | |
| Johnson & Johnson | JNJ | Shares | $2.6M | 10K |
| Travelers Companies Inc | TRV | Shares | $2.5M | 9K |
| Abbott Laboratories | ABT | Shares | $2.4M | 24K |
| Spdr Gold Tr | GLD | Shares | $2.3M | 5K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $2.2M | 13K |
| Lumentum Hldgs Inc | LITE | Shares | $1.7M | 2K |
| Kimco Realty Corp | KIM | Shares | $1.5M | 68K |
| Minerals Technologies Inc | MTX | Shares | $1.5M | 22K |
| Ecolab Inc | ECL | Shares | $1.5M | 6K |
| Sensient Technologies Corp | SXT | Shares | $1.4M | 17K |
| Eog Res Inc | EOG | Shares | $1.4M | 9K |
| Mondelez Intl Inc | MDLZ | Shares | $1.3M | 22K |
| Pfizer Inc | PFE | Shares | $1.2M | 43K |
| Philip Morris Intl Inc | PM | Shares | $1.2M | 7K |
| Ge Vernova Inc | GEV | Shares | $1.2M | 1K |
| Sysco Corp | SYY | Shares | $1.2M | 17K |
| Kroger Co | KR | Shares | $1.1M | 15K |
| Spdr Index Shs Fds | GNR | Shares | $1.1M | 15K |
| Unilever Plc | UL | Shares | $1.1M | 19K |
| Novartis Ag | NVS | Shares | $1.0M | 7K |
| First Bancorp Inc Me | FNLC | Shares | $999K | 36K |
| Comcast Corp New | CMCSA | Shares | $998K | 35K |
| Bristol-Myers Squibb Co | BMY | Shares | $942K | 16K |
| Vistra Corp | VST | Shares | $932K | 6K |
| Trane Technologies Plc | Shares | $913K | 2K | |
| Conocophillips | COP | Shares | $904K | 7K |
| Enphase Energy Inc | ENPH | Shares | $666K | 18K |
| Nisource Inc | NI | Shares | $651K | 14K |
| Meta Platforms Inc | META | Shares | $588K | 1K |
| Genuine Parts Co | GPC | Shares | $582K | 6K |
| Coca Cola Co | KO | Shares | $563K | 7K |
| Corteva Inc | CTVA | Shares | $557K | 7K |
| Qnity Electronics Inc | Q | Shares | $535K | 5K |
| Dow Hldgs Inc | DOW | Shares | $530K | 13K |
| Qualcomm Inc | QCOM | Shares | $528K | 4K |
| News Corp New | NWSA | Shares | $519K | 21K |
| Fuller H B Co | FUL | Shares | $518K | 8K |
| International Flavors&Fragra | IFF | Shares | $487K | 7K |
| Palo Alto Networks Inc | PANW | Shares | $481K | 3K |
| General Mills Inc | GIS | Shares | $444K | 12K |
| Utz Brands Inc | UTZ | Shares | $443K | 56K |
| Smucker J M Co | SJM | Shares | $434K | 5K |
| Dupont De Nemours Inc | DDUSD | Shares | $425K | 9K |
| Vanguard Index Fds | VOO | Shares | $406K | 679 |
| Palantir Technologies Inc | PLTR | Shares | $362K | 2K |
| Pepsico Inc | PEP | Shares | $361K | 2K |
| Wendys Co | WEN | Shares | $350K | 50K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $346K | 532 |
| Netflix Inc. | NFLX | Shares | $326K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.