Kimelman & Baird, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$1.2T
Holdings
342
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (342 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | DGSWISDOMTREE TR | 763 | $42.1M | 0.00% | |
| 202 | DDOMINION ENERGY INC | 730 | $41.3M | 0.00% | |
| 203 | YUMYUM BRANDS INC | 276 | $40.9M | 0.00% | |
| 204 | KHCKRAFT HEINZ CO | 1,582 | $40.8M | 0.00% | |
| 205 | CATCATERPILLAR INC | 100 | $38.8M | 0.00% | |
| 206 | UGIUGI CORP NEW | 1,050 | $38.2M | 0.00% | |
| 207 | SBUXSTARBUCKS CORP | 416 | $38.1M | 0.00% | |
| 208 | LOWLOWES COS INC | 170 | $37.7M | 0.00% | |
| 209 | IWSISHARES TR | 284 | $37.5M | 0.00% | |
| 210 | RSPTINVESCO EXCHANGE TRADED FD T | 910 | $37.1M | 0.00% | |
| 211 | UNHUNITEDHEALTH GROUP INC | 117 | $36.5M | 0.00% | |
| 212 | SLVMSYLVAMO CORP | 726 | $36.4M | 0.00% | |
| 213 | ITOTISHARES TR | 269 | $36.3M | 0.00% | |
| 214 | LNTALLIANT ENERGY CORP | 600 | $36.3M | 0.00% | |
| 215 | CBCHUBB LIMITED | 125 | $36.2M | 0.00% | |
| 216 | WABCWESTAMERICA BANCORPORATION | 740 | $35.8M | 0.00% | |
| 217 | OTXOPEN TEXT CORP | 1,200 | $35.0M | 0.00% | |
| 218 | TGTTARGET CORP | 350 | $34.5M | 0.00% | |
| 219 | DALDELTA AIR LINES INC DEL | 650 | $32.0M | 0.00% | |
| 220 | DELLDELL TECHNOLOGIES INC | 252 | $30.9M | 0.00% | |
| 221 | ESMLISHARES TR | 747 | $30.9M | 0.00% | |
| 222 | CHRCHURCHILL DOWNS INC | 300 | $30.3M | 0.00% | |
| 223 | WFC 7.5 PERP LWELLS FARGO CO NEW | 25 | $29.4M | 0.00% | |
| 224 | REGNREGENERON PHARMACEUTICALS | 54 | $28.4M | 0.00% | |
| 225 | FOXAFOX CORP | 500 | $28.0M | 0.00% | |
| 226 | NULVNUSHARES ETF TR | 662 | $27.7M | 0.00% | |
| 227 | IJKISHARES TR | 300 | $27.3M | 0.00% | |
| 228 | INTCINTEL CORP | 1,168 | $26.2M | 0.00% | |
| 229 | FFORD MTR CO | 2,360 | $25.6M | 0.00% | |
| 230 | ELLAUDER ESTEE COS INC | 300 | $24.2M | 0.00% | |
| 231 | METMETLIFE INC | 300 | $24.1M | 0.00% | |
| 232 | PMBSPIMCO ETF TR | 247 | $24.0M | 0.00% | |
| 233 | ROBOEXCHANGE TRADED CONCEPTS TRU | 401 | $24.0M | 0.00% | |
| 234 | GILDGILEAD SCIENCES INC | 200 | $22.2M | 0.00% | |
| 235 | BA 6 10/15/27BOEING CO | 300 | $20.4M | 0.00% | |
| 236 | DNPDNP SELECT INCOME FD INC | 2,000 | $19.6M | 0.00% | |
| 237 | SKAASKECHERS U S A INC | 300 | $18.9M | 0.00% | |
| 238 | FSKFS KKR CAP CORP | 902 | $18.7M | 0.00% | |
| 239 | WBAWALGREENS BOOTS ALLIANCE INC | 1,600 | $18.4M | 0.00% | |
| 240 | APOAPOLLO GLOBAL MGMT INC | 112 | $15.9M | 0.00% | |
| 241 | PTACOHEN & STEERS TAX ADVAN PFD | 800 | $15.8M | 0.00% | |
| 242 | GLWCORNING INC | 300 | $15.8M | 0.00% | |
| 243 | VIGIVANGUARD WHITEHALL FDS | 172 | $15.5M | 0.00% | |
| 244 | NMRKNEWMARK GROUP INC | 1,273 | $15.5M | 0.00% | |
| 245 | JFRNUVEEN FLOATING RATE INCOME | 1,823 | $15.4M | 0.00% | |
| 246 | EVTCEVERTEC INC | 401 | $14.4M | 0.00% | |
| 247 | XFRAXBLACKROCK FLOATING RATE INCO | 1,094 | $14.4M | 0.00% | |
| 248 | YUMCYUM CHINA HLDGS INC | 276 | $12.3M | 0.00% | |
| 249 | WECWEC ENERGY GROUP INC | 116 | $12.1M | 0.00% | |
| 250 | BCSFBAIN CAP SPECIALTY FIN INC | 800 | $12.0M | 0.00% | |
| 251 | MRPMILLROSE PPTYS INC | 412 | $11.7M | 0.00% | |
| 252 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 250 | $11.6M | 0.00% | |
| 253 | SOLVSOLVENTUM CORP | 150 | $11.4M | 0.00% | |
| 254 | VTRSVIATRIS INC | 1,261 | $11.3M | 0.00% | |
| 255 | LEMBISHARES INC | 275 | $11.1M | 0.00% | |
| 256 | ADPAUTOMATIC DATA PROCESSING IN | 36 | $11.1M | 0.00% | |
| 257 | CRCCANADIAN NAT RES LTD | 350 | $11.0M | 0.00% | |
| 258 | KXIISHARES TR | 161 | $10.5M | 0.00% | |
| 259 | ASGIABRDN GLOBAL INFRA INCOME FU | 500 | $10.2M | 0.00% | |
| 260 | ETSYETSY INC | 200 | $10.0M | 0.00% | |
| 261 | WSBCWESBANCO INC | 300 | $9.5M | 0.00% | |
| 262 | PPTPUTNAM PREMIER INCOME TR | 2,529 | $9.3M | 0.00% | |
| 263 | CPBTHE CAMPBELLS COMPANY | 300 | $9.2M | 0.00% | |
| 264 | OXYOCCIDENTAL PETE CORP | 200 | $8.4M | 0.00% | |
| 265 | APHAMPHENOL CORP NEW | 84 | $8.3M | 0.00% | |
| 266 | WBDWARNER BROS DISCOVERY INC | 686 | $7.9M | 0.00% | |
| 267 | LBRDKLIBERTY BROADBAND CORP | 75 | $7.4M | 0.00% | |
| 268 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 225 | $7.4M | 0.00% | |
| 269 | TLTISHARES TR | 73 | $6.4M | 0.00% | |
| 270 | BLKBLACKROCK INC | 6 | $6.3M | 0.00% | |
| 271 | SEESEALED AIR CORP NEW | 178 | $5.5M | 0.00% | |
| 272 | EMNEASTMAN CHEM CO | 72 | $5.4M | 0.00% | |
| 273 | UFIUNIFI INC | 1,000 | $5.2M | 0.00% | |
| 274 | GWWGRAINGER W W INC | 5 | $5.2M | 0.00% | |
| 275 | NMAXNEWSMAX INC | 300 | $4.5M | 0.00% | |
| 276 | SGHCSUPER GROUP SGHC LIMITED | 400 | $4.4M | 0.00% | |
| 277 | OGNORGANON & CO | 452 | $4.4M | 0.00% | |
| 278 | TMUST-MOBILE US INC | 18 | $4.3M | 0.00% | |
| 279 | CMPCOMPASS MINERALS INTL INC | 200 | $4.0M | 0.00% | |
| 280 | TTDTHE TRADE DESK INC | 50 | $3.6M | 0.00% | |
| 281 | SIRISIRIUSXM HOLDINGS INC | 138 | $3.2M | 0.00% | |
| 282 | COINCOINBASE GLOBAL INC | 9 | $3.2M | 0.00% | |
| 283 | FWONALIBERTY MEDIA CORP DEL | 32 | $2.6M | 0.00% | |
| 284 | FCPTFOUR CORNERS PPTY TR INC | 90 | $2.4M | 0.00% | |
| 285 | AG8AGILENT TECHNOLOGIES INC | 19 | $2.2M | 0.00% | |
| 286 | HUMHUMANA INC | 9 | $2.2M | 0.00% | |
| 287 | ENPHENPHASE ENERGY INC | 55 | $2.2M | 0.00% | |
| 288 | FWONALIBERTY MEDIA CORP DEL | 17 | $1.8M | 0.00% | |
| 289 | SCHWSCHWAB CHARLES CORP | 19 | $1.7M | 0.00% | |
| 290 | CCOCAMECO CORP | 23 | $1.7M | 0.00% | |
| 291 | KDKYNDRYL HLDGS INC | 40 | $1.7M | 0.00% | |
| 292 | OXY/WSOCCIDENTAL PETE CORP | 81 | $1.7M | 0.00% | |
| 293 | ALCALCON AG | 18 | $1.6M | 0.00% | |
| 294 | SPGIS&P GLOBAL INC | 3 | $1.6M | 0.00% | |
| 295 | T7DTRANSDIGM GROUP INC | 1 | $1.5M | 0.00% | |
| 296 | MCOMOODYS CORP | 3 | $1.5M | 0.00% | |
| 297 | KEYSKEYSIGHT TECHNOLOGIES INC | 9 | $1.5M | 0.00% | |
| 298 | AMDADVANCED MICRO DEVICES INC | 9 | $1.3M | 0.00% | |
| 299 | CCCHEMOURS CO | 100 | $1.1M | 0.00% | |
| 300 | ORCLORACLE CORP | 5 | $1.1M | 0.00% |