EdgeMarket › What Kimelman & Baird, Llc reported owning
What Kimelman & Baird, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
263Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 70.6M | 5.8% | 278.2K | 309.35 | +36.9% |
| COST COSTCO WHOLESALE CORP /NEW | 62.5M | 5.1% | 62.7K | 947.74 | -4.7% |
| JPM JPMORGAN CHASE & CO | 61.2M | 5.0% | 208.0K | 351.58 | +20.3% |
| AMZN AMAZON COM INC | 57.1M | 4.7% | 274.4K | 258.63 | +15.6% |
| TJX TJX COMPANIES INC /DE/ | 52.6M | 4.3% | 329.4K | 140.53 | +1.6% |
| WM WASTE MANAGEMENT INC | 47.5M | 3.9% | 206.7K | 224.06 | -2.6% |
| GOOGL Alphabet Inc. | 45.5M | 3.7% | 158.2K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 43.6M | 3.6% | 117.9K | 483.24 | -4.4% |
| CPRT COPART INC | 40.9M | 3.4% | 1.2M | 33.80 | -29.0% |
| HD HOME DEPOT, INC. | 38.6M | 3.2% | 117.4K | 335.61 | -16.5% |
| BAC BANK OF AMERICA CORP /DE/ | 38.6M | 3.2% | 791.7K | 61.69 | +27.6% |
| LLY ELI LILLY & Co | 37.1M | 3.1% | 40.3K | 1,255.40 | +78.0% |
| BX Blackstone Inc. | 36.0M | 3.0% | 312.7K | 143.38 | -12.8% |
| MA Mastercard Inc | 35.5M | 2.9% | 71.0K | 580.63 | -2.0% |
| V VISA INC. | 30.8M | 2.5% | 102.0K | 371.04 | +7.9% |
| WCN Waste Connections, Inc. | 29.4M | 2.4% | 181.0K | 169.40 | -8.8% |
| HON HONEYWELL INTERNATIONAL INC | 29.3M | 2.4% | 129.7K | 215.90 | -50.3% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 25.6M | 2.1% | 105.7K | 235.68 | -2.8% |
| UNP UNION PACIFIC CORP | 24.8M | 2.0% | 102.3K | 308.05 | +36.5% |
| MRVL Marvell Technology, Inc. | 24.4M | 2.0% | 246.8K | 237.04 | +232.8% |
| UBER Uber Technologies, Inc | 24.4M | 2.0% | 338.7K | 78.80 | -15.9% |
| BA BOEING CO | 23.3M | 1.9% | 117.1K | 214.20 | -5.1% |
| OPLN OPENLANE, Inc. | 22.7M | 1.9% | 779.9K | 33.40 | +19.5% |
| OC Owens Corning | 21.2M | 1.7% | 196.2K | 148.06 | -0.4% |
| DOV DOVER Corp | 20.0M | 1.6% | 96.0K | 201.92 | +13.0% |
| MRK Merck & Co., Inc. | 19.3M | 1.6% | 160.2K | 152.55 | +80.2% |
| LIN LINDE PLC | 17.7M | 1.5% | 35.8K | 487.57 | +1.1% |
| XOM ExxonMobil Holdings Corp | 16.5M | 1.4% | 97.2K | 165.11 | +52.1% |
| MDT Medtronic plc | 14.7M | 1.2% | 169.9K | 93.35 | +0.1% |
| NVDA NVIDIA CORP | 14.7M | 1.2% | 84.1K | 214.72 | +22.4% |
| DIS Walt Disney Co | 12.8M | 1.1% | 132.8K | 107.78 | -7.9% |
| NKE NIKE, Inc. | 10.0M | 0.8% | 190.0K | 40.76 | -46.6% |
| EMR EMERSON ELECTRIC CO | 9.0M | 0.7% | 68.6K | 157.26 | +20.1% |
| REGN REGENERON PHARMACEUTICALS, INC. | 8.4M | 0.7% | 10.9K | 834.04 | +41.1% |
| CVX CHEVRON CORP | 8.4M | 0.7% | 40.4K | 205.27 | +34.0% |
| MCD MCDONALDS CORP | 8.4M | 0.7% | 26.9K | 270.95 | -13.5% |
| CSCO CISCO SYSTEMS, INC. | 7.5M | 0.6% | 97.3K | 111.04 | +65.5% |
| ABBV AbbVie Inc. | 6.7M | 0.5% | 30.7K | 264.96 | +26.7% |
| CAC CAMDEN NATIONAL CORP | 6.6M | 0.5% | 138.3K | 56.67 | +46.5% |
| NEE NEXTERA ENERGY INC | 6.4M | 0.5% | 68.4K | 83.65 | +9.8% |
| NUE NUCOR CORP | 6.3M | 0.5% | 37.5K | 243.63 | +69.8% |
| MTB M&T BANK CORP | 6.2M | 0.5% | 29.9K | 240.34 | +24.4% |
| SHEL Shell plc | 6.2M | 0.5% | 66.2K | 93.33 | +29.5% |
| AMGN AMGEN INC | 5.0M | 0.4% | 14.2K | 439.33 | +48.2% |
| DMRC Digimarc Corp | 4.1M | 0.3% | 838.7K | 6.15 | -24.4% |
| STX Seagate Technology Holdings plc | 3.5M | 0.3% | 9.0K | 850.00 | +436.6% |
| GOOG Alphabet Inc. | 3.1M | 0.3% | 10.7K | 341.75 | +70.7% |
| GE GENERAL ELECTRIC CO | 2.9M | 0.2% | 10.3K | 348.37 | +30.7% |
| PG PROCTER & GAMBLE Co | 2.9M | 0.2% | 19.8K | 144.68 | -9.3% |
| AXP AMERICAN EXPRESS CO | 2.8M | 0.2% | 9.3K | 336.00 | +8.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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