Kimelman & Baird, LLC
CIK: 0001318103SEC EDGAR →
Portfolio Value
$1.3B
Holdings
263
As of
Q4 2025
New Positions
4
Closed Positions
35
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 284,277 | $77.3M | 5.94% |
| 2 | JPMORGAN CHASE & CO. | 231,570 | $74.6M | 5.73% |
| 3 | AMAZON COM INC | 275,416 | $63.6M | 4.88% |
| 4 | MICROSOFT CORP | 121,094 | $58.6M | 4.50% |
| 5 | COSTCO WHSL CORP NEW | 63,089 | $54.4M | 4.18% |
| 6 | TJX COS INC NEW | 332,104 | $51.0M | 3.92% |
| 7 | ALPHABET INC | 160,123 | $50.1M | 3.85% |
| 8 | COPART INC | 1,236,433 | $48.4M | 3.72% |
| 9 | BLACKSTONE INC | 313,775 | $48.4M | 3.72% |
| 10 | WASTE MGMT INC DEL | 211,173 | $46.4M | 3.56% |
Quarterly Changes
Top Buys
New Positions (5)
Closed Positions (49)
$1.3M · 22K shares
$419K · 2K shares
$371K · 8K shares
$184K · 3K shares
$179K · 26K shares
$141K · 13K shares
$92K · 250 shares
$89K · 436 shares
$76K · 456 shares
$71K · 883 shares
$65K · 8K shares
$32K · 726 shares
$25K · 300 shares
$16K · 800 shares
$15K · 2K shares
$14K · 401 shares
$13K · 902 shares
$11K · 800 shares
$11K · 150 shares
$11K · 500 shares
$6K · 178 shares
$4K · 300 shares
$3K · 32 shares
$2K · 23 shares
$2K · 19 shares
$1K · 3 shares
$1K · 3 shares
$1K · 18 shares
$1K · 1 shares
$1K · 29 shares
$1K · 60 shares
$1K · 13 shares
$971 · 2 shares
$894 · 12 shares
$889 · 26 shares
$881 · 55 shares
$799 · 9 shares
$757 · 22 shares
$734 · 8 shares
$661 · 7 shares
$507 · 6 shares
$476 · 24 shares
$470 · 24 shares
$465 · 3 shares
$377 · 9 shares
$331 · 10 shares
$328 · 33 shares
$283 · 10 shares
$212 · 10 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 29 | $274.7M | 21.1% |
| Financial Services | 42 | $272.2M | 20.9% |
| Technology | 36 | $240.3M | 18.5% |
| Consumer Cyclical | 22 | $201.9M | 15.5% |
| Healthcare | 24 | $101.7M | 7.8% |
| Communication Services | 18 | $74.4M | 5.7% |
| Consumer Defensive | 24 | $65.7M | 5.0% |
| Basic Materials | 18 | $28.4M | 2.2% |
| Energy | 14 | $25.2M | 1.9% |
| Utilities | 15 | $8.9M | 0.7% |
| Unknown | 16 | $6.6M | 0.5% |
| Real Estate | 5 | $1.5M | 0.1% |