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 |
|---|---|---|---|---|---|
| 101 | SWSMURFIT WESTROCK PLC | 8,250 | $319.0M | 0.02% | |
| 102 | NFLXNETFLIX INC | 3,300 | $309.0M | 0.02% | |
| 103 | BALLBALL CORP | 5,265 | $278.0M | 0.02% | |
| 104 | CLCOLGATE PALMOLIVE CO | 3,500 | $276.0M | 0.02% | |
| 105 | EVRGEVERGY INC | 3,734 | $270.0M | 0.02% | |
| 106 | TXNTEXAS INSTRS INC | 1,500 | $260.0M | 0.02% | |
| 107 | BRK/BBERKSHIRE HATHAWAY INC DEL | 500 | $251.0M | 0.02% | |
| 108 | ASHASHLAND INC | 4,182 | $245.0M | 0.02% | |
| 109 | REGNREGENERON PHARMACEUTICALS | 314 | $242.0M | 0.02% | |
| 110 | FMSFRESENIUS MEDICAL CARE AG | 9,734 | $231.0M | 0.02% | |
| 111 | KWRQUAKER HOUGHTON | 1,582 | $217.0M | 0.02% | |
| 112 | EXASEXACT SCIENCES CORP | 1,997 | $202.0M | 0.02% | |
| 113 | ENBENBRIDGE INC | 4,220 | $201.0M | 0.02% | |
| 114 | BKBANK NEW YORK MELLON CORP | 1,700 | $197.0M | 0.02% | |
| 115 | GHGUARDANT HEALTH INC | 1,900 | $194.0M | 0.01% | |
| 116 | LCNBLCNB CORP | 11,500 | $188.0M | 0.01% | |
| 117 | ADBEADOBE INC | 524 | $183.0M | 0.01% | |
| 118 | SHOPSHOPIFY INC | 1,125 | $181.0M | 0.01% | |
| 119 | EQTEQT CORP | 3,375 | $180.0M | 0.01% | |
| 120 | ADMARCHER DANIELS MIDLAND CO | 3,115 | $179.0M | 0.01% | |
| 121 | TSLATESLA INC | 375 | $168.0M | 0.01% | |
| 122 | KEYKEYCORP | 8,000 | $165.0M | 0.01% | |
| 123 | TFXTELEFLEX INCORPORATED | 1,331 | $162.0M | 0.01% | |
| 124 | DUKDUKE ENERGY CORP NEW | 1,332 | $156.0M | 0.01% | |
| 125 | ABNBAIRBNB INC | 1,149 | $155.0M | 0.01% | |
| 126 | CMICUMMINS INC | 300 | $153.0M | 0.01% | |
| 127 | MPCMARATHON PETE CORP | 942 | $153.0M | 0.01% | |
| 128 | IJHISHARES TR | 2,250 | $148.0M | 0.01% | |
| 129 | WMTWALMART INC | 1,285 | $143.0M | 0.01% | |
| 130 | FMCFMC CORP | 10,000 | $138.0M | 0.01% | |
| 131 | WTSWATTS WATER TECHNOLOGIES INC | 500 | $138.0M | 0.01% | |
| 132 | JBTJBT MAREL CORPORATION | 900 | $135.0M | 0.01% | |
| 133 | NEMNEWMONT CORP | 1,360 | $135.0M | 0.01% | |
| 134 | SRESEMPRA | 1,500 | $132.0M | 0.01% | |
| 135 | VUGVANGUARD INDEX FDS | 261 | $127.0M | 0.01% | |
| 136 | KMIKINDER MORGAN INC DEL | 4,500 | $123.0M | 0.01% | |
| 137 | ETNEATON CORP PLC | 387 | $123.0M | 0.01% | |
| 138 | CAGCONAGRA BRANDS INC | 6,920 | $119.0M | 0.01% | |
| 139 | UEOWESTLAKE CORPORATION | 1,500 | $110.0M | 0.01% | |
| 140 | PLTRPALANTIR TECHNOLOGIES INC | 620 | $110.0M | 0.01% | |
| 141 | CSXCSX CORP | 3,000 | $108.0M | 0.01% | |
| 142 | FDXFEDEX CORP | 355 | $102.0M | 0.01% | |
| 143 | TAT&T INC | 4,058 | $100.0M | 0.01% | |
| 144 | A4SAMERIPRISE FINL INC | 200 | $98.0M | 0.01% | |
| 145 | CRSCARPENTER TECHNOLOGY CORP | 300 | $94.0M | 0.01% | |
| 146 | KDPKEURIG DR PEPPER INC | 3,274 | $91.0M | 0.01% | |
| 147 | CMECME GROUP INC | 323 | $88.0M | 0.01% | |
| 148 | DEODIAGEO PLC | 1,000 | $86.0M | 0.01% | |
| 149 | VTVVANGUARD INDEX FDS | 441 | $84.0M | 0.01% | |
| 150 | LENLENNAR CORP | 825 | $84.0M | 0.01% | |
| 151 | RTXRTX CORPORATION | 456 | $83.0M | 0.01% | |
| 152 | DCOMDIME CMNTY BANCSHARES INC | 2,729 | $82.0M | 0.01% | |
| 153 | PSXPHILLIPS 66 | 625 | $80.0M | 0.01% | |
| 154 | WYWEYERHAEUSER CO MTN BE | 3,413 | $80.0M | 0.01% | |
| 155 | BACVERIZON COMMUNICATIONS INC | 1,956 | $79.0M | 0.01% | |
| 156 | PEGPUBLIC SVC ENTERPRISE GRP IN | 900 | $72.0M | 0.01% | |
| 157 | VYMVANGUARD WHITEHALL FDS | 469 | $67.0M | 0.01% | |
| 158 | LLOEWS CORP | 601 | $63.0M | 0.00% | |
| 159 | IWFISHARES TR | 130 | $61.0M | 0.00% | |
| 160 | WMBWILLIAMS COS INC | 1,000 | $60.0M | 0.00% | |
| 161 | IWPISHARES TR | 428 | $58.0M | 0.00% | |
| 162 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 700 | $58.0M | 0.00% | |
| 163 | ASMLASML HOLDING N V | 55 | $58.0M | 0.00% | |
| 164 | CATCATERPILLAR INC | 100 | $57.0M | 0.00% | |
| 165 | MARMARRIOTT INTL INC NEW | 185 | $57.0M | 0.00% | |
| 166 | CNPCENTERPOINT ENERGY INC | 1,400 | $53.0M | 0.00% | |
| 167 | ALLEALLEGION PLC | 333 | $53.0M | 0.00% | |
| 168 | ZBHZIMMER BIOMET HOLDINGS INC | 600 | $53.0M | 0.00% | |
| 169 | USBUS BANCORP DEL | 1,000 | $53.0M | 0.00% | |
| 170 | CFCF INDS HLDGS INC | 675 | $52.0M | 0.00% | |
| 171 | INTUINTUIT | 75 | $49.0M | 0.00% | |
| 172 | IRINGERSOLL RAND INC | 626 | $49.0M | 0.00% | |
| 173 | AQLTISHARES TR | 542 | $48.0M | 0.00% | |
| 174 | XELXCEL ENERGY INC | 652 | $48.0M | 0.00% | |
| 175 | DEDEERE & CO | 100 | $46.0M | 0.00% | |
| 176 | DALDELTA AIR LINES INC DEL | 650 | $45.0M | 0.00% | |
| 177 | VYMIVANGUARD WHITEHALL FDS | 488 | $43.0M | 0.00% | |
| 178 | MSIMOTOROLA SOLUTIONS INC | 110 | $42.0M | 0.00% | |
| 179 | LWLAMB WESTON HLDGS INC | 999 | $41.0M | 0.00% | |
| 180 | YUMYUM BRANDS INC | 276 | $41.0M | 0.00% | |
| 181 | LOWLOWES COS INC | 170 | $40.0M | 0.00% | |
| 182 | IWSISHARES TR | 284 | $40.0M | 0.00% | |
| 183 | OTXOPEN TEXT CORP | 1,200 | $39.0M | 0.00% | |
| 184 | CBCHUBB LIMITED | 125 | $39.0M | 0.00% | |
| 185 | ITOTISHARES TR | 269 | $39.0M | 0.00% | |
| 186 | PGRPROGRESSIVE CORP | 175 | $39.0M | 0.00% | |
| 187 | LNTALLIANT ENERGY CORP | 600 | $39.0M | 0.00% | |
| 188 | UGIUGI CORP NEW | 1,050 | $39.0M | 0.00% | |
| 189 | CHDCHURCH & DWIGHT CO INC | 440 | $36.0M | 0.00% | |
| 190 | DRIDARDEN RESTAURANTS INC | 200 | $36.0M | 0.00% | |
| 191 | OGEOGE ENERGY CORP | 844 | $36.0M | 0.00% | |
| 192 | DDOMINION ENERGY INC | 600 | $35.0M | 0.00% | |
| 193 | SBUXSTARBUCKS CORP | 416 | $35.0M | 0.00% | |
| 194 | CHRCHURCHILL DOWNS INC | 300 | $34.0M | 0.00% | |
| 195 | CDWCDW CORP | 250 | $34.0M | 0.00% | |
| 196 | ROPROPER TECHNOLOGIES INC | 75 | $33.0M | 0.00% | |
| 197 | ELLAUDER ESTEE COS INC | 300 | $31.0M | 0.00% | |
| 198 | DELLDELL TECHNOLOGIES INC | 252 | $31.0M | 0.00% | |
| 199 | WFC 7.5 PERP LWELLS FARGO CO NEW | 25 | $30.0M | 0.00% | |
| 200 | INTCINTEL CORP | 800 | $29.0M | 0.00% |