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Kimelman & Baird, LLC

Updated 2 days ago

Managed by Kimelman & Baird, Llc • Latest filing Q3 2026

Portfolio value
$1.3B
Q3 2026
Filings
6
Quarterly 13F history
Top-10 concentration
—
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$1.3B
Q4 2025$1.3B
Q1 2026$1.2B
Q2 2026$1.3B
Q3 2026$1.3B

Top holdings

259 positions as of Q3 2026

View filing
A

APPLE INC

Value
$89.3M
Shares
268.1K
% Port
6.73%
J

JPMORGAN CHASE & CO

Value
$67.8M
Shares
205.0K
% Port
5.11%
A

AMAZON COM INC

Value
$67.4M
Shares
270.5K
% Port
5.08%
M

MARVELL TECHNOLOGY INC

Value
$62.7M
Shares
237.2K
% Port
4.73%
M

MICROSOFT CORP

Value
$60.5M
Shares
117.9K
% Port
4.56%
C

COSTCO WHOLESALE CORPORATION

Value
$56.5M
Shares
62.1K
% Port
4.26%
G

ALPHABET INC

Value
$53.3M
Shares
154.8K
% Port
4.02%
L

ELI LILLY & CO

Value
$46.8M
Shares
40.5K
% Port
3.53%
T

TJX COS INC NEW

Value
$43.2M
Shares
326.5K
% Port
3.26%
B

BANK OF AMER CORP

Value
$42.6M
Shares
782.7K
% Port
3.21%
W

WASTE MGMT INC DEL

Value
$40.8M
Shares
200.0K
% Port
3.07%
M

MASTERCARD INCORPORATED

Value
$38.5M
Shares
69.7K
% Port
2.90%
V

VISA INC

Value
$36.4M
Shares
101.3K
% Port
2.74%
B

BLACKSTONE INC

Value
$34.4M
Shares
306.7K
% Port
2.59%
H

HOME DEPOT INC

Value
$32.9M
Shares
115.7K
% Port
2.48%
C

COPART INC

Value
$32.9M
Shares
1.21M
% Port
2.48%
U

UNION PAC CORP

Value
$27.8M
Shares
102.3K
% Port
2.10%
W

WASTE CONNECTIONS INC

Value
$27.6M
Shares
179.0K
% Port
2.08%
I

INTERNATIONAL BUSINESS MACHS

Value
$24.2M
Shares
110.2K
% Port
1.83%
M

MERCK & CO INC

Value
$23.3M
Shares
160.2K
% Port
1.75%

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