Institutions / Kimelman & Baird, LLC / Activity
Activity — Kimelman & Baird, LLC
101 moves.
| 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 |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-1.55M | -6K -2.15% | 278,161 5.81% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-1.43M | -2K -3.71% | 40,324 3.05% of portfolio | low |
| Q1 2026 as of | Trim | Waste Connections Inc Common stock | $-1.36M | -8K -4.41% | 181,042 2.42% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-1.26M | -4K -3.91% | 102,032 2.54% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-1.20M | -3K -2.67% | 117,857 3.59% of portfolio | low |
| Q1 2026 as of | Trim | Waste Management Inc Common stock | $-1.03M | -4K -2.12% | 206,687 3.91% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $969.1K | +3K +52.64% | 9,291 0.23% of portfolio | low |
| Q1 2026 as of | Trim | OPENLANE Inc Common stock | $-873.2K | -30K -3.70% | 779,884 1.87% of portfolio | low |
| Q1 2026 as of | Add | Digimarc Corp Common stock | $775.2K | +158K +23.19% | 838,695 0.34% of portfolio | low |
| Q1 2026 as of | Add | Enphase Energy, Inc. Common stock | $664.4K | +18K +31949.09% | 17,627 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-580.9K | -4K -83.33% | 800 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-566.5K | -2K -1.23% | 158,153 3.74% of portfolio | low |
| Q1 2026 as of | Trim | STERIS plc Common stock | $-440.5K | -2K -13.59% | 12,666 0.23% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-429.9K | -3K -0.81% | 329,412 4.33% of portfolio | low |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-365.7K | -367 -0.58% | 62,722 5.14% of portfolio | low |
| Q1 2026 as of | Trim | Smurfit Westrock plc Common stock | $-306.9K | -8K -93.33% | 550 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Kimberly Clark Corp Common stock | $-289.4K | -3K -68.97% | 1,350 0.01% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $271.1K | +2K +298.87% | 2,473 0.03% of portfolio | low |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $267.1K | +5K +2.73% | 189,994 0.83% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-227.3K | -691 -0.59% | 117,361 3.18% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-211.0K | -1K -0.37% | 274,403 4.70% of portfolio | low |
| Q1 2026 as of | Exit | Exact Sciences Corp. Common stock | $-202.8K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $180.8K | +746 +0.71% | 105,665 2.11% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $171.5K | +2K +32800.00% | 1,645 0.01% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $150.7K | +304 +0.86% | 35,799 1.46% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-130.2K | -419 -1.53% | 26,901 0.69% of portfolio | low |
| Q1 2026 as of | Trim | Blackstone Inc Common stock | $-127.5K | -1K -0.35% | 312,666 2.96% of portfolio | low |
| Q1 2026 as of | Trim | Copart Inc Common stock | $-118.6K | -4K -0.29% | 1,232,861 3.37% of portfolio | low |
| Q1 2026 as of | Trim | Bank of America Corp /De Common stock | $-111.8K | -2K -0.29% | 791,701 3.18% of portfolio | low |
| Q1 2026 as of | Trim | Conagra Brands Inc. Common stock | $-107.2K | -7K -98.55% | 100 <0.01% of portfolio | low |
| Q1 2026 as of | New | RTX Corp Common stock | $103.6K | +537 | 537 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Owens Corning Common stock | $-98.0K | -906 -0.46% | 196,230 1.75% of portfolio | low |
| Q1 2026 as of | Trim | Teleflex Inc Common stock | $-83.7K | -700 -52.59% | 631 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 000755105 Common stock | $-83.6K | -456 -100.00% | 0 | low |
| Q1 2026 as of | Add | Newmont Corp Common stock | $83.4K | +770 +56.62% | 2,130 0.02% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $82.0K | +851 +0.64% | 132,796 1.05% of portfolio | low |
| Q1 2026 as of | Trim | Ashland Inc. Common stock | $-80.6K | -1K -34.67% | 2,732 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Lumentum Hldgs Inc Common stock | $-70.3K | -100 -4.04% | 2,374 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Dow Inc. Common stock | $-56.9K | -1K -9.70% | 12,728 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-53.8K | -2K -4.27% | 42,976 0.10% of portfolio | low |