Kimelman & Baird, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.3T
Holdings
263
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (263 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 284,277 | $77.3B | 5.94% | |
| 2 | JPMJPMORGAN CHASE & CO. | 231,570 | $74.6B | 5.73% | |
| 3 | AMZNAMAZON COM INC | 275,416 | $63.6B | 4.88% | |
| 4 | MSFTMICROSOFT CORP | 121,094 | $58.6B | 4.50% | |
| 5 | COSTCOSTCO WHSL CORP NEW | 63,089 | $54.4B | 4.18% | |
| 6 | TJXTJX COS INC NEW | 332,104 | $51.0B | 3.92% | |
| 7 | GOOGLALPHABET INC | 160,123 | $50.1B | 3.85% | |
| 8 | CPRTCOPART INC | 1,236,433 | $48.4B | 3.72% | |
| 9 | BXBLACKSTONE INC | 313,775 | $48.4B | 3.72% | |
| 10 | WMWASTE MGMT INC DEL | 211,173 | $46.4B | 3.56% | |
| 11 | LLYELI LILLY & CO | 41,878 | $45.0B | 3.46% | |
| 12 | MAMASTERCARD INCORPORATED | 78,569 | $44.9B | 3.45% | |
| 13 | BACBANK AMERICA CORP | 793,994 | $43.7B | 3.36% | |
| 14 | HDHOME DEPOT INC | 118,052 | $40.6B | 3.12% | |
| 15 | VVISA INC | 106,186 | $37.2B | 2.86% | |
| 16 | WCNWASTE CONNECTIONS INC | 189,399 | $33.2B | 2.55% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 104,919 | $31.1B | 2.39% | |
| 18 | UBERUBER TECHNOLOGIES INC | 338,678 | $27.7B | 2.13% | |
| 19 | BABOEING CO | 117,271 | $25.5B | 1.96% | |
| 20 | HONHONEYWELL INTL INC | 129,863 | $25.3B | 1.95% | |
| 21 | OPLNOPENLANE INC | 809,840 | $24.1B | 1.85% | |
| 22 | UNPUNION PAC CORP | 102,304 | $23.7B | 1.82% | |
| 23 | OCOWENS CORNING NEW | 197,136 | $22.1B | 1.69% | |
| 24 | MRVLMARVELL TECHNOLOGY INC | 247,062 | $21.0B | 1.61% | |
| 25 | DOVDOVER CORP | 96,000 | $18.7B | 1.44% | |
| 26 | MRKMERCK & CO INC | 160,179 | $16.9B | 1.30% | |
| 27 | NSCNORFOLK SOUTHN CORP | 56,880 | $16.4B | 1.26% | |
| 28 | MDTMEDTRONIC PLC | 169,390 | $16.3B | 1.25% | |
| 29 | LINLINDE PLC | 35,495 | $15.1B | 1.16% | |
| 30 | DISDISNEY WALT CO | 131,945 | $15.0B | 1.15% | |
| 31 | NVDANVIDIA CORPORATION | 67,759 | $12.6B | 0.97% | |
| 32 | NKENIKE INC | 184,937 | $11.8B | 0.91% | |
| 33 | XOMEXXON MOBIL CORP | 97,180 | $11.7B | 0.90% | |
| 34 | EMREMERSON ELEC CO | 68,585 | $9.1B | 0.70% | |
| 35 | MCDMCDONALDS CORP | 27,320 | $8.3B | 0.64% | |
| 36 | ABBVABBVIE INC | 30,656 | $7.0B | 0.54% | |
| 37 | GOOGALPHABET INC | 20,904 | $6.6B | 0.50% | |
| 38 | CVXCHEVRON CORP NEW | 40,653 | $6.2B | 0.48% | |
| 39 | NUENUCOR CORP | 37,465 | $6.1B | 0.47% | |
| 40 | CACCAMDEN NATL CORP | 139,359 | $6.0B | 0.46% | |
| 41 | MTBM & T BK CORP | 29,950 | $6.0B | 0.46% | |
| 42 | NEENEXTERA ENERGY INC | 68,424 | $5.5B | 0.42% | |
| 43 | SHELSHELL PLC | 66,176 | $4.9B | 0.37% | |
| 44 | AMGNAMGEN INC | 14,240 | $4.7B | 0.36% | |
| 45 | DMRCDIGIMARC CORP NEW | 680,817 | $4.5B | 0.34% | |
| 46 | STESTERIS PLC | 14,658 | $3.7B | 0.29% | |
| 47 | GEGE AEROSPACE | 10,299 | $3.2B | 0.24% | |
| 48 | ABTABBOTT LABS | 23,506 | $2.9B | 0.23% | |
| 49 | PGPROCTER AND GAMBLE CO | 19,660 | $2.8B | 0.22% | |
| 50 | STXSEAGATE TECHNOLOGY HLDNGS PL | 9,025 | $2.5B | 0.19% | |
| 51 | TRVTRAVELERS COMPANIES INC | 8,514 | $2.5B | 0.19% | |
| 52 | MRSHMARSH & MCLENNAN COS INC | 12,630 | $2.3B | 0.18% | |
| 53 | AXPAMERICAN EXPRESS CO | 6,087 | $2.3B | 0.17% | |
| 54 | JNJJOHNSON & JOHNSON | 10,396 | $2.2B | 0.17% | |
| 55 | GQ9SPDR GOLD TR | 5,390 | $2.1B | 0.16% | |
| 56 | SSFSENSIENT TECHNOLOGIES CORP | 16,650 | $1.6B | 0.12% | |
| 57 | CSCOCISCO SYS INC | 19,911 | $1.5B | 0.12% | |
| 58 | ECLECOLAB INC | 5,658 | $1.5B | 0.11% | |
| 59 | SOLSSOLSTICE ADVANCED MATLS INC | 28,495 | $1.4B | 0.11% | |
| 60 | KIMKIMCO RLTY CORP | 68,125 | $1.4B | 0.11% | |
| 61 | MTXMINERALS TECHNOLOGIES INC | 21,532 | $1.3B | 0.10% | |
| 62 | ULUNILEVER PLC | 18,796 | $1.2B | 0.09% | |
| 63 | SYYSYSCO CORP | 16,599 | $1.2B | 0.09% | |
| 64 | MDLZMONDELEZ INTL INC | 22,607 | $1.2B | 0.09% | |
| 65 | 4I1PHILIP MORRIS INTL INC | 7,297 | $1.2B | 0.09% | |
| 66 | PFEPFIZER INC | 44,891 | $1.1B | 0.09% | |
| 67 | CMCSACOMCAST CORP NEW | 34,778 | $1.0B | 0.08% | |
| 68 | EOGEOG RES INC | 9,695 | $1.0B | 0.08% | |
| 69 | VSTVISTRA CORP | 6,200 | $1.0B | 0.08% | |
| 70 | KRKROGER CO | 15,300 | $955.0M | 0.07% | |
| 71 | NVSNNOVARTIS AG | 6,850 | $944.0M | 0.07% | |
| 72 | LITELUMENTUM HLDGS INC | 2,474 | $911.0M | 0.07% | |
| 73 | FNLCFIRST BANCORP INC ME | 34,125 | $902.0M | 0.07% | |
| 74 | GNRSPDR INDEX SHS FDS | 14,500 | $901.0M | 0.07% | |
| 75 | GEVGE VERNOVA INC | 1,378 | $900.0M | 0.07% | |
| 76 | TTTRANE TECHNOLOGIES PLC | 2,190 | $852.0M | 0.07% | |
| 77 | BMYBRISTOL-MYERS SQUIBB CO | 15,525 | $837.0M | 0.06% | |
| 78 | MMM3M CO | 4,800 | $768.0M | 0.06% | |
| 79 | QCOMQUALCOMM INC | 4,100 | $701.0M | 0.05% | |
| 80 | METAMETA PLATFORMS INC | 1,027 | $677.0M | 0.05% | |
| 81 | GPCGENUINE PARTS CO | 5,500 | $676.0M | 0.05% | |
| 82 | COPCONOCOPHILLIPS | 6,850 | $641.0M | 0.05% | |
| 83 | NINISOURCE INC | 13,950 | $582.0M | 0.04% | |
| 84 | UTZUTZ BRANDS INC | 54,484 | $565.0M | 0.04% | |
| 85 | GISGENERAL MLS INC | 11,942 | $555.0M | 0.04% | |
| 86 | PANWPALO ALTO NETWORKS INC | 3,000 | $552.0M | 0.04% | |
| 87 | NWSANEWS CORP NEW | 20,812 | $543.0M | 0.04% | |
| 88 | KOCOCA COLA CO | 7,400 | $517.0M | 0.04% | |
| 89 | FULFULLER H B CO | 8,400 | $499.0M | 0.04% | |
| 90 | WENWENDYS CO | 57,355 | $477.0M | 0.04% | |
| 91 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,714 | $452.0M | 0.03% | |
| 92 | CTVACORTEVA INC | 6,651 | $445.0M | 0.03% | |
| 93 | SJMSMUCKER J M CO | 4,500 | $440.0M | 0.03% | |
| 94 | KMBKIMBERLY-CLARK CORP | 4,350 | $438.0M | 0.03% | |
| 95 | VOOVANGUARD INDEX FDS | 679 | $425.0M | 0.03% | |
| 96 | SPYSPDR S&P 500 ETF TR | 557 | $379.0M | 0.03% | |
| 97 | QQNITY ELECTRONICS INC | 4,634 | $378.0M | 0.03% | |
| 98 | DDDUPONT DE NEMOURS INC | 9,272 | $372.0M | 0.03% | |
| 99 | DOWDOW INC | 14,095 | $329.0M | 0.03% | |
| 100 | PEPPEPSICO INC | 2,248 | $322.0M | 0.02% |
Page 1 of 3Next