Institutions / Kimelman & Baird, LLC
Kimelman & Baird, LLC
CIK 1318103 · Institution · as of Mar 31, 2026
Portfolio value
$1.22B
Positions
263
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.22B-6.6%Positions
263+0.0%Top holdings
Mar 31, 2026View all 263 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $70.59M | 5.8% |
| Costco Wholesale Corp /New | $62.50M | 5.1% |
| JPMorgan Chase & Co | $61.18M | 5.0% |
| Amazon.com Inc | $57.15M | 4.7% |
| TJX Cos Inc/The | $52.61M | 4.3% |
| Waste Management Inc | $47.49M | 3.9% |
| Alphabet Inc. | $45.48M | 3.7% |
| Microsoft Corp | $43.63M | 3.6% |
| Copart Inc | $40.93M | 3.4% |
| Home Depot, Inc. | $38.60M | 3.2% |
| Bank of America Corp /De | $38.60M | 3.2% |
| ELI LILLY & Co | $37.09M | 3.1% |
| Blackstone Inc | $35.95M | 3.0% |
| Mastercard Inc | $35.46M | 2.9% |
| Visa Inc | $30.84M | 2.5% |
| Waste Connections Inc | $29.41M | 2.4% |
| Honeywell International Inc | $29.31M | 2.4% |
| International Business Machines Corp | $25.61M | 2.1% |
| Union Pacific Corp | $24.82M | 2.0% |
| Marvell Technology, Inc. | $24.44M | 2.0% |
| Uber Technologies, Inc | $24.36M | 2.0% |
| The Boeing Company | $23.31M | 1.9% |
| OPENLANE Inc | $22.73M | 1.9% |
| Owens Corning | $21.24M | 1.7% |
| DOVER Corp | $20.01M | 1.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Norfolk Southern Corp Common stock | $-16.30M | -57K -99.82% | 100 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | Regeneron Pharmaceuticals, Inc. Common stock | $8.15M | +11K +3357.32% | 10,856 0.69% of portfolio | medium |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-6.94M | -24K -10.19% | 207,978 5.03% of portfolio | medium |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $6.00M | +77K +388.44% | 97,254 0.62% of portfolio | medium |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-3.80M | -8K -9.68% | 70,961 2.92% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.92M | -10K -48.70% | 10,724 0.25% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $2.85M | +16K +24.15% | 84,120 1.21% of portfolio | low |
| Q1 2026 as of | New | Travelers Companies, Inc. Common stock | $2.48M | +9K | 8,514 0.20% of portfolio | low |
| Q1 2026 as of | Exit | 000894113 Common stock | $-2.47M | -9K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Solstice Advanced Materials Inc. Common stock | $-2.06M | -27K -94.92% | 1,447 <0.01% of portfolio | low |