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 |
|---|---|---|---|---|---|
| 201 | MOSMOSAIC CO NEW | 1,200 | $28.0M | 0.00% | |
| 202 | FISVFISERV INC | 400 | $26.0M | 0.00% | |
| 203 | UNHUNITEDHEALTH GROUP INC | 75 | $24.0M | 0.00% | |
| 204 | WABCWESTAMERICA BANCORPORATION | 505 | $24.0M | 0.00% | |
| 205 | GILDGILEAD SCIENCES INC | 200 | $24.0M | 0.00% | |
| 206 | NMRKNEWMARK GROUP INC | 1,273 | $22.0M | 0.00% | |
| 207 | BA 6 10/15/27BOEING CO | 300 | $20.0M | 0.00% | |
| 208 | DNPDNP SELECT INCOME FD INC | 2,000 | $19.0M | 0.00% | |
| 209 | TGTTARGET CORP | 200 | $19.0M | 0.00% | |
| 210 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 250 | $18.0M | 0.00% | |
| 211 | WBDWARNER BROS DISCOVERY INC | 640 | $18.0M | 0.00% | |
| 212 | FFORD MTR CO | 1,000 | $13.0M | 0.00% | |
| 213 | YUMCYUM CHINA HLDGS INC | 276 | $13.0M | 0.00% | |
| 214 | OECORION S.A. | 2,500 | $13.0M | 0.00% | |
| 215 | VTRSVIATRIS INC | 1,079 | $13.0M | 0.00% | |
| 216 | MRPMILLROSE PPTYS INC | 412 | $12.0M | 0.00% | |
| 217 | WECWEC ENERGY GROUP INC | 116 | $12.0M | 0.00% | |
| 218 | ETSYETSY INC | 200 | $11.0M | 0.00% | |
| 219 | UPSUNITED PARCEL SERVICE INC | 102 | $10.0M | 0.00% | |
| 220 | WSBCWESBANCO INC | 300 | $9.0M | 0.00% | |
| 221 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 225 | $9.0M | 0.00% | |
| 222 | PPTPUTNAM PREMIER INCOME TR | 2,529 | $8.0M | 0.00% | |
| 223 | CPBTHE CAMPBELLS COMPANY | 300 | $8.0M | 0.00% | |
| 224 | SGHCSUPER GROUP SGHC LIMITED | 400 | $4.0M | 0.00% | |
| 225 | LBRDKLIBERTY BROADBAND CORP | 75 | $3.0M | 0.00% | |
| 226 | OGNORGANON & CO | 450 | $3.0M | 0.00% | |
| 227 | SLBSLB LIMITED | 100 | $3.0M | 0.00% | |
| 228 | XFRAXBLACKROCK FLOATING RATE INCO | 200 | $2.0M | 0.00% | |
| 229 | HUMHUMANA INC | 9 | $2.0M | 0.00% | |
| 230 | FCPTFOUR CORNERS PPTY TR INC | 90 | $2.0M | 0.00% | |
| 231 | AG8AGILENT TECHNOLOGIES INC | 19 | $2.0M | 0.00% | |
| 232 | COINCOINBASE GLOBAL INC | 9 | $2.0M | 0.00% | |
| 233 | SIRISIRIUSXM HOLDINGS INC | 110 | $2.0M | 0.00% | |
| 234 | PSKYPARAMOUNT SKYDANCE CORP | 179 | $2.0M | 0.00% | |
| 235 | LLYVKLIBERTY LIVE HOLDINGS INC | 32 | $2.0M | 0.00% | |
| 236 | TMUST-MOBILE US INC | 13 | $2.0M | 0.00% | |
| 237 | KEYSKEYSIGHT TECHNOLOGIES INC | 9 | $1.0M | 0.00% | |
| 238 | TTDTHE TRADE DESK INC | 50 | $1.0M | 0.00% | |
| 239 | ITUBITAU UNIBANCO HLDG S A | 150 | $1.0M | 0.00% | |
| 240 | ENPHENPHASE ENERGY INC | 55 | $1.0M | 0.00% | |
| 241 | KDKYNDRYL HLDGS INC | 40 | $1.0M | 0.00% | |
| 242 | CCCHEMOURS CO | 100 | $1.0M | 0.00% | |
| 243 | DMLDENISON MINES CORP | 517 | $1.0M | 0.00% | |
| 244 | KHCKRAFT HEINZ CO | 50 | $1.0M | 0.00% | |
| 245 | OXY/WSOCCIDENTAL PETE CORP | 56 | $1.0M | 0.00% | |
| 246 | NXENEXGEN ENERGY LTD | 131 | $1.0M | 0.00% | |
| 247 | AMDADVANCED MICRO DEVICES INC | 2 | $0 | 0.00% | |
| 248 | LUMNLUMEN TECHNOLOGIES INC | 34 | $0 | 0.00% | |
| 249 | NOKNOKIA CORP | 4 | $0 | 0.00% | |
| 250 | URNMSPROTT FDS TR | 7 | $0 | 0.00% | |
| 251 | XPXP INC | 3 | $0 | 0.00% | |
| 252 | XRXXEROX HOLDINGS CORP | 50 | $0 | 0.00% | |
| 253 | NOWSERVICENOW INC | 5 | $0 | 0.00% | |
| 254 | KODKEASTMAN KODAK CO | 100 | $0 | 0.00% | |
| 255 | IQVIQVIA HLDGS INC | 3 | $0 | 0.00% | |
| 256 | NKTRNEKTAR THERAPEUTICS | 13 | $0 | 0.00% | |
| 257 | IJKISHARES TR | 0 | $0 | 0.00% | |
| 258 | GPROGOPRO INC | 25 | $0 | 0.00% | |
| 259 | NBISNEBIUS GROUP N.V. | 11 | $0 | 0.00% | |
| 260 | GEHCGE HEALTHCARE TECHNOLOGIES I | 4 | $0 | 0.00% | |
| 261 | ADIANALOG DEVICES INC | 2 | $0 | 0.00% | |
| 262 | LBTYALIBERTY GLOBAL LTD | 30 | $0 | 0.00% | |
| 263 | ORCLORACLE CORP | 5 | $0 | 0.00% |
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