Kimelman & Baird, LLC
Kimelman & Baird, LLC reported 261 holdings worth US$1.36B as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 18, 2026
Kimelman & Baird, LLC reported 261 holdings worth US$1.36B as of Jun 30, 2026. Largest: Apple Inc, Marvell Technology, Inc. and Jp Morgan Chase & Co. Filed Aug 18, 2026 (Form 13F/A).
- Holdings
- 261
- Value as reported
- US$1.36B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 276K | US$80M | 5.9% |
| Marvell Technology, Inc. | 238K | US$71M | 5.2% |
| Jp Morgan Chase & Co. | 207K | US$67.6M | 5.0% |
| Amazon.com, Inc. | 272K | US$64.9M | 4.8% |
| Alphabet Inc (google) Class C | 167K | US$59.5M | 4.4% |
| Costco Wholesale Corporation | 62,596 | US$58.6M | 4.3% |
| Tjx Companies, Inc. (the) | 327K | US$49.5M | 3.7% |
| Eli Lilly And Company | 40,384 | US$48.4M | 3.6% |
| Bank Of America Corporation | 786K | US$44.8M | 3.3% |
| Waste Management, Inc. | 200K | US$44.7M | 3.3% |
| Microsoft Corp. | 118K | US$43.9M | 3.2% |
| Home Depot, Inc. (the) | 117K | US$41.2M | 3.0% |
| Blackstone Inc. | 310K | US$36.5M | 2.7% |
| Mastercard Incorporated | 70,256 | US$36.1M | 2.7% |
| Visa Inc. | 102K | US$35M | 2.6% |
| Copart, Inc. | 1.23M | US$34.8M | 2.6% |
| Openlane, Inc. | 763K | US$31.4M | 2.3% |
| Owens Corning Inc | 196K | US$31.1M | 2.3% |
| International Business Machines Corporation | 108K | US$30.4M | 2.2% |
| Waste Connections, Inc. | 179K | US$29.9M | 2.2% |
| Union Pacific Corporation | 102K | US$27.8M | 2.1% |
| Boeing Company (the) | 118K | US$25.5M | 1.9% |
| Uber Technologies, Inc. | 339K | US$24.5M | 1.8% |
| Dover Corporation | 96,000 | US$21.5M | 1.6% |
| Merck & Company, Inc. | 160K | US$20.6M | 1.5% |
| Regeneron Pharmaceuticals, Inc. | 27,671 | US$17.3M | 1.3% |
| Nvidia Corporation | 83,945 | US$16.8M | 1.2% |
| Exxon Mobil Corporation | 97,180 | US$13.3M | 0.98% |
| Cisco Systems, Inc. | 98,022 | US$11.5M | 0.85% |
| Enphase Energy, Inc. | 205K | US$10.1M | 0.74% |
| Emerson Electric Company | 68,535 | US$9.81M | 0.72% |
| Digimarc Corporation | 1.09M | US$8.98M | 0.66% |
| Nucor Corporation | 37,265 | US$8.3M | 0.61% |
| Abbvie Inc. | 30,656 | US$7.71M | 0.57% |
| Camden National Corporation | 137K | US$7.44M | 0.55% |
| Mcdonald's Corporation | 26,901 | US$7.27M | 0.54% |
| M&t Bank Corporation | 29,950 | US$7.13M | 0.53% |
| Chevron Corporation | 40,433 | US$6.7M | 0.49% |
| Nextera Energy, Inc. | 68,124 | US$5.98M | 0.44% |
| Netflix, Inc. | 79,823 | US$5.7M | 0.42% |
| Amgen Inc. | 14,240 | US$5.16M | 0.38% |
| Shell Plc | 66,176 | US$5.13M | 0.38% |
| Ge Aerospace | 10,299 | US$3.85M | 0.28% |
| American Express Company | 11,055 | US$3.74M | 0.28% |
| Procter & Gamble Company (the) | 19,804 | US$2.9M | 0.21% |
| The Travelers Companies, Inc. | 8,514 | US$2.81M | 0.21% |
| Johnson & Johnson | 10,250 | US$2.6M | 0.19% |
| Abbott Laboratories | 23,506 | US$2.13M | 0.16% |
| Marsh | 12,630 | US$2.11M | 0.16% |
| Sensient Technologies Corporation | 16,650 | US$2.05M | 0.15% |
| Lumentum Holdings Inc. | 2,254 | US$1.93M | 0.14% |
| Kimco Realty Corporation (hc) | 68,125 | US$1.73M | 0.13% |
| Ge Vernova Inc. | 1,378 | US$1.62M | 0.12% |
| Minerals Technologies Inc. | 21,532 | US$1.59M | 0.12% |
| Ecolab Inc. | 5,658 | US$1.58M | 0.12% |
| Sysco Corporation | 16,599 | US$1.39M | 0.10% |
| Philip Morris International Inc | 7,297 | US$1.32M | 0.10% |
| Mondelez International, Inc. | 22,307 | US$1.29M | 0.10% |
| First Bancorp, Inc (me) | 35,625 | US$1.24M | 0.09% |
| Eog Resources, Inc. | 9,400 | US$1.22M | 0.09% |
| Unilever Plc | 18,796 | US$1.13M | 0.08% |
| Novartis Ag | 6,850 | US$1.07M | 0.08% |
| Palo Alto Networks, Inc. | 3,064 | US$1.04M | 0.08% |
| Pfizer, Inc. | 42,976 | US$1.03M | 0.08% |
| Vistra Corp. | 6,300 | US$999K | 0.07% |
| Utz Brands Inc | 129K | US$990K | 0.07% |
| Bristol-myers Squibb Company | 15,525 | US$895K | 0.07% |
| Comcast Corporation | 34,778 | US$854K | 0.06% |
| Kroger Company (the) | 15,300 | US$850K | 0.06% |
| Qualcomm Incorporated | 4,100 | US$758K | 0.06% |
| Qnity Electronics, Inc. | 4,634 | US$757K | 0.06% |
| Conocophillips | 6,850 | US$712K | 0.05% |
| Nisource Inc | 13,950 | US$663K | 0.05% |
| Genuine Parts Company | 5,500 | US$649K | 0.05% |
| Meta Platforms, Inc. | 1,109 | US$625K | 0.05% |
| Coca-cola Company (the) | 7,400 | US$601K | 0.04% |
| Corteva, Inc. | 6,651 | US$563K | 0.04% |
| International Flavors & Fragrances, Inc. | 6,714 | US$532K | 0.04% |
| News Corporation | 20,812 | US$517K | 0.04% |
| The J.m. Smucker Company | 4,500 | US$506K | 0.04% |
| H. B. Fuller Company | 8,400 | US$490K | 0.04% |
| Texas Instruments Incorporated | 1,500 | US$447K | 0.03% |
| Wendy's Company (the) | 50,355 | US$417K | 0.03% |
| Palantir Technologies Inc. | 3,412 | US$398K | 0.03% |
| Walt Disney Company (the) | 3,951 | US$380K | 0.03% |
| Dow Inc. | 12,728 | US$348K | 0.03% |
| Ball Corporation | 5,265 | US$329K | 0.02% |
| Evergy, Inc. | 3,734 | US$323K | 0.02% |
| Colgate-palmolive Company | 3,500 | US$321K | 0.02% |
| Pepsico, Inc. | 2,323 | US$315K | 0.02% |
| General Mills, Inc. | 8,742 | US$304K | 0.02% |
| Acv Auctions Inc. | 40,905 | US$294K | 0.02% |
| Guardant Health, Inc. | 1,900 | US$285K | 0.02% |
| Quaker Houghton | 1,582 | US$251K | 0.02% |
| The Bank Of New York Mellon Corporation | 1,700 | US$246K | 0.02% |
| Marathon Petroleum Corporation | 942 | US$241K | 0.02% |
| Archer-daniels-midland Company | 3,115 | US$238K | 0.02% |
| Enbridge Inc. | 4,220 | US$229K | 0.02% |
| Fresenius Medical Care Ag | 9,734 | US$220K | 0.02% |
| Lcnb Corporation | 11,500 | US$202K | 0.01% |
Every holding of Kimelman & Baird, LLC
Source
View original at SEC
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