Kimelman & Baird, LLC Top Holdings and 13F Report (2025)

About Kimelman & Baird, LLC

Investment Activity

Kimelman & Baird, LLC has $1.18 billion in total holdings as of March 31, 2025.
Kimelman & Baird, LLC owns shares of 349 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 0.45% of the portfolio was purchased this quarter.
About 3.21% of the portfolio was sold this quarter.
This quarter, Kimelman & Baird, LLC has purchased 355 new stocks and bought additional shares in 19 stocks.
Kimelman & Baird, LLC sold shares of 42 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Copart: $69,986,664
Apple: $66,001,663
JPMorgan Chase & Co.: $59,989,201
Costco Wholesale: $59,502,955
Amazon.com: $53,003,773

Largest New Holdings this Quarter

89417E109 - Travelers Companies: $2,257,431 Holding
464287507 - iShares Core S&P Mid-Cap ETF: $131,288 Holding
75513E101 - RTX: $60,402 Holding
87612E106 - Target: $36,526 Holding
601137102 - MILLROSE PPTYS INC: $10,923 Holding

Largest Purchases this Quarter

Travelers Companies: 8,536 shares (about $2.26M)
LINDE PLC: 1,171 shares (about $545.26K)
Medtronic: 6,010 shares (about $540.06K)
NVIDIA: 2,716 shares (about $294.36K)
NIKE: 4,545 shares (about $288.52K)

Largest Sales this Quarter

Teleflex: 61,878 shares (about $8.55M)
Adobe: 20,801 shares (about $7.98M)
Emerson Electric: 39,050 shares (about $4.28M)
STERIS: 10,207 shares (about $2.31M)
JPMorgan Chase & Co.: 4,387 shares (about $1.08M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CPRT Copart	$69,986,664	$618,812 ▼	-0.9%	1,236,732	5.9%	Business Services
AAPL Apple	$66,001,663	$961,822 ▼	-1.4%	297,131	5.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$59,989,201	$1,076,133 ▼	-1.8%	244,554	5.1%	Finance
COST Costco Wholesale	$59,502,955	$668,668 ▼	-1.1%	62,914	5.1%	Retail/Wholesale
AMZN Amazon.com	$53,003,773	$44,901 ▼	-0.1%	278,586	4.5%	Retail/Wholesale
WM Waste Management	$48,673,130	$605,399 ▼	-1.2%	210,242	4.1%	Business Services
MSFT Microsoft	$46,725,920	$94,974 ▲	0.2%	124,473	4.0%	Computer and Technology
MA Mastercard	$44,482,788	$819,441 ▼	-1.8%	81,155	3.8%	Business Services
BX Blackstone	$44,357,646	$386,352 ▼	-0.9%	317,339	3.8%	Finance
HD Home Depot	$43,440,643	$454,813 ▼	-1.0%	118,532	3.7%	Retail/Wholesale
GOOGL Alphabet	$43,012,189	$22,114 ▲	0.1%	278,144	3.7%	Computer and Technology
TJX TJX Companies	$41,169,558	$276,851 ▼	-0.7%	338,010	3.5%	Retail/Wholesale
V Visa	$37,695,478	$431,416 ▼	-1.1%	107,560	3.2%	Business Services
LLY Eli Lilly and Company	$36,936,967	$132,971 ▲	0.4%	44,723	3.1%	Medical
WCN Waste Connections	$36,733,831	$88,031 ▲	0.2%	188,195	3.1%	Business Services
BAC Bank of America	$33,211,030	$290,232 ▼	-0.9%	795,855	2.8%	Finance
OC Owens Corning	$29,278,422	$64,698 ▲	0.2%	205,002	2.5%	Construction
HON Honeywell International	$27,203,841	$9,740 ▼	0.0%	128,472	2.3%	Multi-Sector Conglomerates
IBM International Business Machines	$25,866,235	$108,664 ▲	0.4%	104,023	2.2%	Computer and Technology
UBER Uber Technologies	$24,420,232	$82,550 ▲	0.3%	335,167	2.1%	Computer and Technology
UNP Union Pacific	$24,168,252		0.0%	102,304	2.1%	Transportation
DOV Dover	$16,865,280		0.0%	96,000	1.4%	Industrials
LINDE PLC	$15,835,486	$545,264 ▲	3.6%	34,008	1.3%	SHS
UPS United Parcel Service	$15,559,461	$240,217 ▲	1.6%	141,463	1.3%	Transportation
KAR OPENLANE	$15,451,706	$104,054 ▲	0.7%	801,437	1.3%	Auto/Tires/Trucks
MRK Merck & Co., Inc.	$14,590,455		0.0%	162,550	1.2%	Medical
NSC Norfolk Southern	$13,472,028		0.0%	56,880	1.1%	Transportation
DIS Walt Disney	$12,763,713	$16,286 ▲	0.1%	129,318	1.1%	Consumer Discretionary
XOM Exxon Mobil	$11,607,687		0.0%	97,601	1.0%	Energy
NKE NIKE	$11,599,080	$288,517 ▲	2.6%	182,720	1.0%	Consumer Discretionary
MCD McDonald's	$8,533,949	$181,175 ▼	-2.1%	27,320	0.7%	Retail/Wholesale
EMR Emerson Electric	$7,514,178	$4,281,442 ▼	-36.3%	68,535	0.6%	Industrials
DMRC Digimarc	$7,374,603	$96,599 ▼	-1.3%	575,242	0.6%	Industrials
ABBV AbbVie	$6,509,830		0.0%	31,070	0.6%	Medical
CVX Chevron	$6,303,822		0.0%	37,682	0.5%	Energy
NVDA NVIDIA	$6,074,591	$294,360 ▲	5.1%	56,049	0.5%	Computer and Technology
CAC Camden National	$6,029,909	$32,376 ▼	-0.5%	148,997	0.5%	Finance
MTB M&T Bank	$5,353,563		0.0%	29,950	0.5%	Finance
GOOG Alphabet	$5,279,793	$89,676 ▼	-1.7%	33,795	0.4%	Computer and Technology
NEE NextEra Energy	$4,850,578	$2,056 ▼	0.0%	68,424	0.4%	Utilities
SHEL Shell	$4,849,378		0.0%	66,176	0.4%	Energy
AMGN Amgen	$4,610,940		0.0%	14,800	0.4%	Medical
NUE Nucor	$4,518,767		0.0%	37,550	0.4%	Basic Materials
STE STERIS	$3,505,426	$2,313,454 ▼	-39.8%	15,466	0.3%	Medical
PG Procter & Gamble	$3,352,213		0.0%	19,670	0.3%	Consumer Staples
ABT Abbott Laboratories	$3,135,714	$835,695 ▼	-21.0%	23,639	0.3%	Medical
MMC Marsh & McLennan Companies	$3,122,364		0.0%	12,795	0.3%	Finance
TRV Travelers Companies	$2,257,431	$2,257,431 ▲	New Holding	8,536	0.2%	Finance
GE GE Aerospace	$2,066,349	$200 ▼	0.0%	10,324	0.2%	Industrials
JNJ Johnson & Johnson	$1,724,073		0.0%	10,396	0.1%	Medical
MDLZ Mondelez International	$1,584,637		0.0%	23,355	0.1%	Consumer Staples
GLD SPDR Gold Shares	$1,581,889		0.0%	5,490	0.1%	Finance
KIM Kimco Realty	$1,553,175		0.0%	73,125	0.1%	Finance
CSCO Cisco Systems	$1,481,425		0.0%	24,006	0.1%	Computer and Technology
PM Philip Morris International	$1,475,054		0.0%	9,293	0.1%	Consumer Staples
MTX Minerals Technologies	$1,448,252	$127,140 ▼	-8.1%	22,782	0.1%	Basic Materials
ECL Ecolab	$1,434,417		0.0%	5,658	0.1%	Basic Materials
BMY Bristol-Myers Squibb	$1,301,954		0.0%	21,347	0.1%	Medical
EOG EOG Resources	$1,294,583		0.0%	10,095	0.1%	Energy
SXT Sensient Technologies	$1,291,361		0.0%	17,350	0.1%	Basic Materials
UL Unilever	$1,286,876		0.0%	21,610	0.1%	Consumer Staples
CMCSA Comcast	$1,283,309		0.0%	34,778	0.1%	Consumer Discretionary
SYY Sysco	$1,256,845		0.0%	16,749	0.1%	Consumer Staples
DD DuPont de Nemours	$1,207,203	$942,313 ▼	-43.8%	16,165	0.1%	Basic Materials
PFE Pfizer	$1,183,150		0.0%	46,691	0.1%	Medical
KR Kroger	$1,035,657		0.0%	15,300	0.1%	Retail/Wholesale
TT Trane Technologies	$864,200		0.0%	2,565	0.1%	Construction
WEN Wendy's	$861,386		0.0%	58,878	0.1%	Retail/Wholesale
FNLC First Bancorp	$843,570		0.0%	34,125	0.1%	Finance
MMM 3M	$793,044		0.0%	5,400	0.1%	Multi-Sector Conglomerates
GNR SPDR S&P Global Natural Resources ETF	$772,125		0.0%	14,500	0.1%	ETF
UTZ Utz Brands	$767,135		0.0%	54,484	0.1%	Consumer Staples
STX Seagate Technology	$766,674	$253,916 ▼	-24.9%	9,025	0.1%	Computer and Technology
NVS Novartis	$763,638		0.0%	6,850	0.1%	Medical
VST Vistra	$728,128		0.0%	6,200	0.1%	Utilities
COP ConocoPhillips	$719,387	$252,048 ▼	-25.9%	6,850	0.1%	Energy
GIS General Mills	$714,013		0.0%	11,942	0.1%	Consumer Staples
DOW DOW	$676,156	$440,621 ▼	-39.5%	19,363	0.1%	Basic Materials
GPC Genuine Parts	$655,270		0.0%	5,500	0.1%	Retail/Wholesale
QCOM QUALCOMM	$629,801		0.0%	4,100	0.1%	Computer and Technology
GE VERNOVA INC	$626,740		0.0%	2,053	0.1%	COM
KMB Kimberly-Clark	$618,657	$71,110 ▼	-10.3%	4,350	0.1%	Consumer Staples
NWSA News	$597,262		0.0%	21,942	0.1%	Consumer Discretionary
KO Coca-Cola	$585,168		0.0%	8,170	0.0%	Consumer Staples
META Meta Platforms	$577,513		0.0%	1,002	0.0%	Computer and Technology
NI NiSource	$559,256		0.0%	13,950	0.0%	Utilities
MDT Medtronic	$557,222	$540,059 ▲	3,146.6%	6,201	0.0%	Medical
IFF International Flavors & Fragrances	$552,118		0.0%	7,114	0.0%	Basic Materials
SJM J. M. Smucker	$532,845		0.0%	4,500	0.0%	Consumer Staples
PANW Palo Alto Networks	$511,920		0.0%	3,000	0.0%	Computer and Technology
KWR Quaker Chemical	$493,452		0.0%	3,992	0.0%	Basic Materials
FUL H.B. Fuller	$485,438		0.0%	8,650	0.0%	Basic Materials
HES Hess	$479,190		0.0%	3,000	0.0%	Energy
PEP PepsiCo	$476,285		0.0%	3,177	0.0%	Consumer Staples
TFX Teleflex	$467,359	$8,550,929 ▼	-94.8%	3,382	0.0%	Medical
SMURFIT WESTROCK PLC	$461,865		0.0%	10,250	0.0%	SHS
IP International Paper	$426,800		0.0%	8,000	0.0%	Basic Materials
FMC FMC	$421,900		0.0%	10,000	0.0%	Consumer Staples
CTVA Corteva	$418,548	$66,202 ▼	-13.7%	6,651	0.0%	Consumer Staples
WMT Walmart	$384,997	$18,174 ▲	5.0%	4,385	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Kimelman & Baird, LLC Top Holdings and 13F Report (2025)

About Kimelman & Baird, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Kimelman & Baird, LLC Top Holdings and 13F Report (2025)

About Kimelman & Baird, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKimelman & Baird, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools