Kimelman & Baird, LLC Top Holdings and 13F Report (2025) About Kimelman & Baird, LLCInvestment ActivityKimelman & Baird, LLC has $1.26 billion in total holdings as of December 31, 2024.Kimelman & Baird, LLC owns shares of 355 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.08% of the portfolio was purchased this quarter.About 3.32% of the portfolio was sold this quarter.This quarter, Kimelman & Baird, LLC has purchased 364 new stocks and bought additional shares in 11 stocks.Kimelman & Baird, LLC sold shares of 61 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $75,491,812Copart $71,603,610Amazon.com $61,170,759JPMorgan Chase & Co. $59,673,750Costco Wholesale $58,294,161 Largest New Holdings this Quarter OPENLANE $15,793,434 HoldingTRAVELERS COMPANIES INC $2,056,238 HoldingGuardant Health $58,045 HoldingRTX CORPORATION $52,769 HoldingTARGET CORP $47,313 Holding Largest Purchases this Quarter OPENLANE 796,040 shares (about $15.79M)Eli Lilly and Company 7,972 shares (about $6.15M)TRAVELERS COMPANIES INC 8,536 shares (about $2.06M)LINDE PLC 2,105 shares (about $881.30K)Palo Alto Networks 1,500 shares (about $272.94K) Largest Sales this Quarter Teleflex 34,267 shares (about $6.10M)Adobe 12,347 shares (about $5.49M)Copart 33,945 shares (about $1.95M)JPMorgan Chase & Co. 7,671 shares (about $1.84M)Apple 6,637 shares (about $1.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKimelman & Baird, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$75,491,812$1,662,036 ▼-2.2%301,4616.0%Computer and TechnologyCPRTCopart$71,603,610$1,948,104 ▼-2.6%1,247,6675.7%Business ServicesAMZNAmazon.com$61,170,759$901,254 ▼-1.5%278,8224.9%Retail/WholesaleJPMJPMorgan Chase & Co.$59,673,750$1,838,819 ▼-3.0%248,9414.7%FinanceCOSTCostco Wholesale$58,294,161$1,170,080 ▼-2.0%63,6214.6%Retail/WholesaleBXBlackstone$55,192,160$1,261,080 ▼-2.2%320,1034.4%FinanceGOOGLAlphabet$52,625,590$1,219,281 ▼-2.3%278,0014.2%Computer and TechnologyMSFTMicrosoft$52,358,730$358,275 ▼-0.7%124,2204.2%Computer and TechnologyHDHome Depot$46,590,340$679,563 ▼-1.4%119,7733.7%Retail/WholesaleMAMastercard$43,520,852$1,148,445 ▼-2.6%82,6503.5%Business ServicesWMWaste Management$42,952,317$769,424 ▼-1.8%212,8573.4%Business ServicesTJXTJX Companies$41,109,529$80,459 ▼-0.2%340,2833.3%Retail/WholesaleBACBank of America$35,283,500$243,747 ▼-0.7%802,8102.8%FinanceOCOwens Corning$34,838,829$93,165 ▼-0.3%204,5492.8%ConstructionLLYEli Lilly and Company$34,401,864$6,154,384 ▲21.8%44,5622.7%MedicalVVisa$34,382,150$328,364 ▼-0.9%108,7912.7%Business ServicesWCNWaste Connections$32,213,159$571,705 ▼-1.7%187,7442.6%Business ServicesHONHoneywell International$29,030,819$276,488 ▼-0.9%128,5182.3%Multi-Sector ConglomeratesUNPUnion Pacific$23,329,361$684,119 ▼-2.8%102,3041.9%TransportationIBMInternational Business Machines$22,771,201$61,992 ▲0.3%103,5861.8%Computer and TechnologyDMRCDigimarc$21,824,999$38,274 ▲0.2%582,7771.7%Industrial ProductsUBERUber Technologies$20,148,901$185,846 ▲0.9%334,0341.6%Computer and TechnologyDOVDover$18,009,6000.0%96,0001.4%Industrial ProductsUPSUnited Parcel Service$17,563,082$214,622 ▲1.2%139,2791.4%TransportationMRKMerck & Co., Inc.$16,170,437$34,818 ▼-0.2%162,5501.3%MedicalKAROPENLANE$15,793,434$15,793,434 ▲New Holding796,0401.3%Auto/Tires/TrucksDISWalt Disney$14,381,217$461,658 ▼-3.1%129,1531.1%Consumer DiscretionaryLINDE PLC$13,747,867$881,300 ▲6.8%32,8371.1%SHSNKENIKE$13,482,519$766,765 ▼-5.4%178,1751.1%Consumer DiscretionaryNSCNorfolk Southern$13,349,7360.0%56,8801.1%TransportationEMREmerson Electric$13,333,010$1,375,623 ▼-9.4%107,5851.1%Industrial ProductsTFXTeleflex$11,615,056$6,098,883 ▼-34.4%65,2600.9%MedicalXOMExxon Mobil$10,498,940$656,715 ▼-5.9%97,6010.8%Oils/EnergyADBEAdobe$9,555,173$5,490,400 ▼-36.5%21,4880.8%Computer and TechnologyMCDMcDonald's$8,087,931$57,978 ▼-0.7%27,9000.6%Retail/WholesaleNVDANVIDIA$7,162,089$256,494 ▲3.7%53,3330.6%Computer and TechnologyGOOGAlphabet$6,545,233$474,196 ▼-6.8%34,3690.5%Computer and TechnologyCACCamden National$6,402,3240.0%149,7970.5%FinanceMTBM&T Bank$5,630,9000.0%29,9500.4%FinanceABBVAbbVie$5,521,176$479,082 ▼-8.0%31,0700.4%MedicalCVXChevron$5,457,861$760,410 ▼-12.2%37,6820.4%Oils/EnergySTESTERIS$5,277,394$622,031 ▼-10.5%25,6730.4%MedicalNEENextEra Energy$4,907,396$1,075,350 ▼-18.0%68,4530.4%UtilitiesNUENucor$4,382,461$531,031 ▼-10.8%37,5500.3%Basic MaterialsSHELShell$4,145,9270.0%66,1760.3%Oils/EnergyAMGNAmgen$3,857,472$390,960 ▼-9.2%14,8000.3%MedicalABTAbbott Laboratories$3,386,4010.0%29,9390.3%MedicalPGProcter & Gamble$3,297,726$553,253 ▼-14.4%19,6700.3%Consumer StaplesMMCMarsh & McLennan Companies$2,717,786$21,241 ▼-0.8%12,7950.2%FinanceDDDuPont de Nemours$2,194,7040.0%28,7830.2%Basic MaterialsTRAVELERS COMPANIES INC$2,056,238$2,056,238 ▲New Holding8,5360.2%COMMTXMinerals Technologies$1,888,6370.0%24,7820.2%Basic MaterialsGEGeneral Electric$1,722,107$404,299 ▼-19.0%10,3250.1%TransportationKIMKimco Realty$1,713,3190.0%73,1250.1%FinanceJNJJohnson & Johnson$1,503,4700.0%10,3960.1%MedicalCSCOCisco Systems$1,421,170$21,371 ▲1.5%24,0060.1%Computer and TechnologyMDLZMondelez International$1,394,9950.0%23,3550.1%Consumer StaplesGLDSPDR Gold Shares$1,329,2940.0%5,4900.1%FinanceECLEcolab$1,325,7830.0%5,6580.1%Basic MaterialsCMCSAComcast$1,305,2190.0%34,7780.1%Consumer DiscretionaryDOWDOW$1,283,3980.0%31,9810.1%Basic MaterialsSYYSysco$1,280,6290.0%16,7490.1%Consumer StaplesPFEPfizer$1,238,713$6,633 ▼-0.5%46,6910.1%MedicalEOGEOG Resources$1,237,4460.0%10,0950.1%Oils/EnergySXTSensient Technologies$1,236,3610.0%17,3500.1%Basic MaterialsULUnilever$1,225,2870.0%21,6100.1%Consumer StaplesBMYBristol-Myers Squibb$1,207,3870.0%21,3470.1%MedicalPMPhilip Morris International$1,118,3950.0%9,2930.1%Consumer StaplesSTXSeagate Technology$1,036,9290.0%12,0140.1%Computer and TechnologyWENWendy's$959,7120.0%58,8780.1%Retail/WholesaleTTTrane Technologies$947,3830.0%2,5650.1%ConstructionKRKroger$935,5950.0%15,3000.1%Retail/WholesaleFNLCFirst Bancorp$933,3190.0%34,1250.1%FinanceCOPConocoPhillips$917,3230.0%9,2500.1%Oils/EnergyVSTVistra$854,7940.0%6,2000.1%UtilitiesUTZUtz Brands$853,2200.0%54,4840.1%Consumer StaplesGISGeneral Mills$761,542$102,032 ▼-11.8%11,9420.1%Consumer StaplesGNRSPDR S&P Global Natural Resources ETF$721,5200.0%14,5000.1%ETFMMM3M$697,0860.0%5,4000.1%Multi-Sector ConglomeratesGE VERNOVA INC$675,294$184,530 ▼-21.5%2,0530.1%COMNVSNovartis$666,5740.0%6,8500.1%MedicalGPCGenuine Parts$642,1800.0%5,5000.1%Retail/WholesaleKMBKimberly-Clark$635,544$294,840 ▼-31.7%4,8500.1%Consumer StaplesQCOMQUALCOMM$629,8420.0%4,1000.1%Computer and TechnologyNWSANews$604,2830.0%21,9420.0%Consumer DiscretionaryIFFInternational Flavors & Fragrances$601,489$160,645 ▼-21.1%7,1140.0%Basic MaterialsMETAMeta Platforms$586,6820.0%1,0020.0%Computer and TechnologyFULH.B. Fuller$583,7020.0%8,6500.0%Basic MaterialsKWRQuaker Chemical$561,9140.0%3,9920.0%Basic MaterialsBALLBall$554,8840.0%10,0650.0%Industrial ProductsSMURFIT WESTROCK PLC$552,065$4,847 ▼-0.9%10,2500.0%SHSPANWPalo Alto Networks$545,880$272,940 ▲100.0%3,0000.0%Computer and TechnologyUNHUnitedHealth Group$532,6420.0%1,0530.0%MedicalNINiSource$512,802$110,280 ▼-17.7%13,9500.0%UtilitiesKOCoca-Cola$508,693$93,395 ▼-15.5%8,1700.0%Consumer StaplesLITELumentum$499,4190.0%5,9490.0%Computer and TechnologySJMJ. M. Smucker$495,5400.0%4,5000.0%Consumer StaplesFMCFMC$486,1000.0%10,0000.0%Consumer StaplesPEPPepsiCo$483,0190.0%3,1770.0%Consumer StaplesCIThe Cigna Group$443,4810.0%1,6060.0%MedicalShowing largest 100 holdings. View all holdings. 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