Kimelman & Baird, LLC

Institutional manager (13F) · CIK 1318103

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B

#	Issuer	Value	Shares
1	APPLE INC	$71M	278,161
2	COSTCO WHOLESALE CORPORATION	$62M	62,722
3	JPMORGAN CHASE & CO	$61M	207,978
4	AMAZON COM INC	$57M	274,403
5	TJX COS INC NEW	$53M	329,412
6	WASTE MGMT INC DEL	$47M	206,687
7	ALPHABET INC	$45M	158,153
8	MICROSOFT CORP	$44M	117,857
9	COPART INC	$41M	1,232,861
10	HOME DEPOT INC	$39M	117,361
11	BANK AMERICA CORP	$39M	791,701
12	ELI LILLY & CO	$37M	40,324
13	BLACKSTONE INC	$36M	312,666
14	MASTERCARD INCORPORATED	$35M	70,961
15	VISA INC	$31M	102,032
16	WASTE CONNECTIONS INC	$29M	181,042
17	HONEYWELL INTL INC	$29M	129,687
18	INTERNATIONAL BUSINESS MACHS	$26M	105,665
19	UNION PAC CORP	$25M	102,304
20	MARVELL TECHNOLOGY INC	$24M	246,782
21	UBER TECHNOLOGIES INC	$24M	338,651
22	BOEING CO	$23M	117,128
23	OPENLANE INC	$23M	779,884
24	OWENS CORNING NEW	$21M	196,230
25	DOVER CORP	$20M	96,000
26	MERCK & CO INC	$19M	160,179
27	LINDE PLC	$18M	35,799
28	EXXON MOBIL CORP	$16M	97,180
29	MEDTRONIC PLC	$15M	169,890
30	NVIDIA CORPORATION	$15M	84,120
31	DISNEY WALT CO	$13M	132,796
32	NIKE INC	$10M	189,994
33	EMERSON ELEC CO	$9M	68,585
34	REGENERON PHARMACEUTICALS	$8M	10,856
35	CHEVRON CORPORATION	$8M	40,433
36	MCDONALDS CORP	$8M	26,901
37	CISCO SYS INC	$8M	97,254
38	ABBVIE INC	$7M	30,656
39	CAMDEN NATL CORP	$7M	138,339
40	NEXTERA ENERGY INC	$6M	68,424
41	NUCOR CORP	$6M	37,465
42	M & T BK CORP	$6M	29,950
43	SHELL PLC	$6M	66,176
44	AMGEN INC	$5M	14,240
45	DIGIMARC CORP NEW	$4M	838,695
46	SEAGATE TECHNOLOGY HLDNGS PL	$4M	9,025
47	ALPHABET INC	$3M	10,724
48	GE AEROSPACE	$3M	10,299
49	PROCTER & GAMBLE CO	$3M	19,804
50	AMERICAN EXPRESS CO	$3M	9,291

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.