Kimelman & Baird, LLC Q2 2024 Filing

Filed August 19, 2024

Portfolio Value

$1.2T

Holdings

373

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (373 positions)

#StockSharesValue% PortfolioType
201
MARMARRIOTT INTL INC NEW
170$41.1M0.00%
202
LNTALLIANT ENERGY CORP
800$40.7M0.00%
203
USBUS BANCORP DEL
1,000$39.7M0.00%
204
AQLTISHARES TR
542$39.4M0.00%
205
ALLEALLEGION PLC
333$39.3M0.00%
206
DGSWISDOMTREE TR
763$39.2M0.00%
207
OGEOGE ENERGY CORP
1,056$37.7M0.00%
208
ESGEISHARES INC
1,124$37.7M0.00%
209
LOWLOWES COS INC
170$37.5M0.00%
210
DELLDELL TECHNOLOGIES INC
269$37.1M0.00%
211
YUMYUM BRANDS INC
276$36.6M0.00%
212
AGGISHARES TR
375$36.4M0.00%
213
PGRPROGRESSIVE CORP
175$36.4M0.00%
214
OTXOPEN TEXT CORP
1,200$36.0M0.00%
215
WABCWESTAMERICA BANCORPORATION
740$35.9M0.00%
216
DDOMINION ENERGY INC
730$35.8M0.00%
217
XELXCEL ENERGY INC
652$34.8M0.00%
218
CGBDCARLYLE SECURED LENDING INC
1,950$34.6M0.00%
219
IWSISHARES TR
284$34.3M0.00%
220
RSPTINVESCO EXCHANGE TRADED FD T
910$33.4M0.00%
221
CRSCARPENTER TECHNOLOGY CORP
300$32.9M0.00%
222
ITOTISHARES TR
269$32.0M0.00%
223
ELLAUDER ESTEE COS INC
300$31.9M0.00%
224
CBCHUBB LIMITED
125$31.9M0.00%
225
IJKISHARES TR
350$30.9M0.00%
226
DALDELTA AIR LINES INC DEL
650$30.8M0.00%
227
DRIDARDEN RESTAURANTS INC
200$30.3M0.00%
228
FFORD MTR CO DEL
2,360$29.6M0.00%
229
ESMLISHARES TR
747$28.8M0.00%
230
PLAYDAVE & BUSTERS ENTMT INC
700$27.9M0.00%
231
WIWWESTERN AST INFL LKD OPP & I
3,200$27.2M0.00%
232
NULVNUSHARES ETF TR
662$25.0M0.00%
233
UGIUGI CORP NEW
1,050$24.0M0.00%
234
INTCINTEL CORP
768$23.8M0.00%
235
PMBSPIMCO ETF TR
247$23.5M0.00%
236
CATCATERPILLAR INC
70$23.3M0.00%
237
KTOSKRATOS DEFENSE & SEC SOLUTIO
1,150$23.0M0.00%
238
ROBOEXCHANGE TRADED CONCEPTS TRU
401$22.1M0.00%
239
METMETLIFE INC
300$21.1M0.00%
240
SKAASKECHERS U S A INC
300$20.7M0.00%
241
WBAWALGREENS BOOTS ALLIANCE INC
1,600$19.4M0.00%
242
FOXAFOX CORP
539$18.5M0.00%
243
GGGGRACO INC
225$17.8M0.00%
244
FSKFS KKR CAP CORP
902$17.8M0.00%
245
SH1USDPROSHARES TR
1,500$17.1M0.00%
246
DWDMORGAN STANLEY
175$17.0M0.00%
247
DNPDNP SELECT INCOME FD INC
2,000$16.4M0.00%
248
PTACOHEN & STEERS TAX ADVAN PFD
800$15.9M0.00%
249
NDLSUSDNOODLES & CO
10,000$15.8M0.00%
250
JFRNUVEEN FLOATING RATE INCOME
1,823$15.8M0.00%
251
VLOVALERO ENERGY CORP
100$15.7M0.00%
252
MDTMEDTRONIC PLC
191$15.0M0.00%
253
XFRAXBLACKROCK FLOATING RATE INCO
1,094$14.2M0.00%
254
VTRSVIATRIS INC
1,301$13.8M0.00%
255
OBDCBLUE OWL CAPITAL CORPORATION
900$13.8M0.00%
256
GILDGILEAD SCIENCES INC
200$13.7M0.00%
257
CPBCAMPBELL SOUP CO
300$13.6M0.00%
258
EVTCEVERTEC INC
401$13.3M0.00%
259
APOAPOLLO GLOBAL MGMT INC
112$13.2M0.00%
260
BCSFBAIN CAP SPECIALTY FIN INC
800$13.0M0.00%
261
NMRKNEWMARK GROUP INC
1,273$13.0M0.00%
262
HPHELMERICH & PAYNE INC
350$12.6M0.00%
263
OXYOCCIDENTAL PETE CORP
200$12.6M0.00%
264
CRCCANADIAN NAT RES LTD
350$12.5M0.00%
265
SEESEALED AIR CORP NEW
356$12.4M0.00%
266
ETSYETSY INC
200$11.8M0.00%
267
GLWCORNING INC
300$11.7M0.00%
268
BWGBRANDYWINEGBL GBL INCM OPP F
1,405$11.6M0.00%
269
CEF/USPROTT PHYSICAL GOLD & SILVE
500$11.0M0.00%
270
EIXEDISON INTL
150$10.8M0.00%
271
WBDWARNER BROS DISCOVERY INC
1,430$10.6M0.00%
272
GDXVANECK ETF TRUST
300$10.2M0.00%
273
LEMBISHARES INC
275$9.8M0.00%
274
KXIISHARES TR
161$9.7M0.00%
275
OGNORGANON & CO
452$9.4M0.00%
276
ASGIABRDN GLOBAL INFRA INCOME FU
500$9.2M0.00%
277
IRBTQIROBOT CORP
1,000$9.1M0.00%
278
WECWEC ENERGY GROUP INC
116$9.1M0.00%
279
PPTPUTNAM PREMIER INCOME TR
2,529$9.1M0.00%
280
ADPAUTOMATIC DATA PROCESSING IN
36$8.6M0.00%
281
YUMCYUM CHINA HLDGS INC
276$8.5M0.00%
282
WSBCWESBANCO INC
300$8.4M0.00%
283
SCHPSCHWAB STRATEGIC TR
157$8.2M0.00%
284
CMECME GROUP INC
38$7.5M0.00%
285
EMNEASTMAN CHEM CO
72$7.1M0.00%
286
TLTISHARES TR
73$6.7M0.00%
287
TBXPROSHARES TR
160$6.5M0.00%
288
NMAINUVEEN MULTI ASSET INCOME FU
522$6.4M0.00%
289
HDGEADVISORSHARES TR
300$6.2M0.00%
290
UFIUNIFI INC
1,000$5.9M0.00%
291
ESEVERSOURCE ENERGY
98$5.6M0.00%
292
AAAUGOLDMAN SACHS PHYSICAL GOLD
225$5.2M0.00%
293
BLKCHFBLACKROCK INC
6$4.7M0.00%
294
SLBSCHLUMBERGER LTD
100$4.7M0.00%
295
LM0CLIBERTY MEDIA CORP DEL
149$4.1M0.00%
296
LBRDKLIBERTY BROADBAND CORP
75$4.1M0.00%
297
HUMHUMANA INC
9$3.4M0.00%
298
OXY/WSOCCIDENTAL PETE CORP
81$3.3M0.00%
299
TMUST-MOBILE US INC
18$3.2M0.00%
300
FFAIFARADAY FUTURE INTLGT ELEC I
5,000$2.5M0.00%
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