Kimelman & Baird, LLC Q3 2025 Filing
Filed November 25, 2025
Portfolio Value
$1.3B
Holdings
307
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (307 positions)
| Stock | Value |
|---|---|
JPMJPMORGAN CHASE & CO. | $74.3M |
AAPLAPPLE INC | $73.3M |
MSFTMICROSOFT CORP | $63.3M |
AMZNAMAZON COM INC | $60.9M |
COSTCOSTCO WHSL CORP NEW | $58.4M |
CPRTCOPART INC | $55.5M |
BXBLACKSTONE INC | $54.2M |
TJXTJX COS INC NEW | $48.9M |
HDHOME DEPOT INC | $48.0M |
WMWASTE MGMT INC DEL | $46.6M |
MAMASTERCARD INCORPORATED | $45.9M |
BACBANK AMERICA CORP | $41.2M |
GOOGLALPHABET INC | $40.4M |
VVISA INC | $37.0M |
LLYELI LILLY & CO | $33.4M |
WCNWASTE CONNECTIONS INC | $33.3M |
UBERUBER TECHNOLOGIES INC | $33.1M |
IBMINTERNATIONAL BUSINESS MACHS | $29.5M |
OCOWENS CORNING NEW | $29.2M |
HONHONEYWELL INTL INC | $27.3M |
UNPUNION PAC CORP | $24.2M |
OPLNOPENLANE INC | $23.3M |
MRVLMARVELL TECHNOLOGY INC | $20.7M |
NSCNORFOLK SOUTHN CORP | $17.1M |
LINLINDE PLC | $16.8M |
MDTMEDTRONIC PLC | $16.1M |
DOVDOVER CORP | $16.0M |
DISDISNEY WALT CO | $15.1M |
MRKMERCK & CO INC | $13.6M |
NKENIKE INC | $12.8M |
NVDANVIDIA CORPORATION | $11.1M |
XOMEXXON MOBIL CORP | $11.0M |
EMREMERSON ELEC CO | $9.0M |
MCDMCDONALDS CORP | $8.3M |
ABBVABBVIE INC | $7.2M |
CVXCHEVRON CORP NEW | $6.3M |
DMRCDIGIMARC CORP NEW | $6.2M |
MTBM & T BK CORP | $5.9M |
CACCAMDEN NATL CORP | $5.6M |
NEENEXTERA ENERGY INC | $5.2M |
GOOGALPHABET INC | $5.1M |
NUENUCOR CORP | $5.1M |
SHELSHELL PLC | $4.7M |
AMGNAMGEN INC | $4.0M |
STESTERIS PLC | $3.7M |
ABTABBOTT LABS | $3.2M |
GEGE AEROSPACE | $3.1M |
PGPROCTER AND GAMBLE CO | $3.0M |
MRSHMARSH & MCLENNAN COS INC | $2.6M |
TRVTRAVELERS COMPANIES INC | $2.4M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $2.1M |
GQ9SPDR GOLD TR | $2.0M |
JNJJOHNSON & JOHNSON | $1.9M |
CSCOCISCO SYS INC | $1.6M |
SSFSENSIENT TECHNOLOGIES CORP | $1.6M |
ECLECOLAB INC | $1.5M |
4I1PHILIP MORRIS INTL INC | $1.5M |
KIMKIMCO RLTY CORP | $1.5M |
MDLZMONDELEZ INTL INC | $1.5M |
SYYSYSCO CORP | $1.4M |
MTXMINERALS TECHNOLOGIES INC | $1.3M |
ULUNILEVER PLC | $1.3M |
GEVGE VERNOVA INC | $1.3M |
VSTVISTRA CORP | $1.2M |
PFEPFIZER INC | $1.2M |
CMCSACOMCAST CORP NEW | $1.1M |
EOGEOG RES INC | $1.1M |
KRKROGER CO | $1.0M |
DDDUPONT DE NEMOURS INC | $999K |
BMYBRISTOL-MYERS SQUIBB CO | $929K |
TTTRANE TECHNOLOGIES PLC | $924K |
FNLCFIRST BANCORP INC ME | $896K |
NVSNNOVARTIS AG | $878K |
GNRSPDR INDEX SHS FDS | $859K |
MMM3M CO | $838K |
GPCGENUINE PARTS CO | $762K |
METAMETA PLATFORMS INC | $754K |
QCOMQUALCOMM INC | $682K |
UTZUTZ BRANDS INC | $662K |
COPCONOCOPHILLIPS | $648K |
LITELUMENTUM HLDGS INC | $647K |
NWSANEWS CORP NEW | $639K |
PANWPALO ALTO NETWORKS INC | $611K |
NINISOURCE INC | $604K |
GISGENERAL MLS INC | $602K |
KOCOCA COLA CO | $542K |
KMBKIMBERLY-CLARK CORP | $541K |
WENWENDYS CO | $538K |
FULFULLER H B CO | $513K |
SJMSMUCKER J M CO | $489K |
CTVACORTEVA INC | $450K |
DOWDOW INC | $444K |
WMTWALMART INC | $439K |
SWSMURFIT WESTROCK PLC | $436K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $425K |
WSMWILLIAMS SONOMA INC | $419K |
VOOVANGUARD INDEX FDS | $416K |
AXPAMERICAN EXPRESS CO | $415K |
NFLXNETFLIX INC | $408K |
PEPPEPSICO INC | $393K |
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