Kimelman & Baird, LLC Top Holdings and 13F Report (2025) About Kimelman & Baird, LLCInvestment ActivityKimelman & Baird, LLC has $1.23 billion in total holdings as of June 30, 2025.Kimelman & Baird, LLC owns shares of 342 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 1.75% of the portfolio was purchased this quarter.About 2.41% of the portfolio was sold this quarter.This quarter, Kimelman & Baird, LLC has purchased 349 new stocks and bought additional shares in 11 stocks.Kimelman & Baird, LLC sold shares of 60 stocks and completely divested from 16 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $70,756,298Costco Wholesale $62,046,133Microsoft $61,818,038Amazon.com $60,766,213Apple $60,313,450 Largest New Holdings this Quarter 00894E113 - TRAVELERS COMPANIES INC $2,283,722 Holding00755E105 - RTX CORPORATION $66,586 Holding00876E110 - TARGET CORP $34,528 Holding949746804 - Wells Fargo & Co. Pfd. Series L $29,354 Holding097023204 - BOEING CO $20,400 Holding Largest Purchases this Quarter Medtronic 132,790 shares (about $11.58M)Marvell Technology 80,150 shares (about $6.20M)TRAVELERS COMPANIES INC 8,536 shares (about $2.28M)Digimarc 65,609 shares (about $866.69K)LINDE PLC 432 shares (about $202.69K) Largest Sales this Quarter Alphabet 107,076 shares (about $18.87M)Alphabet 10,391 shares (about $1.84M)Copart 14,567 shares (about $714.80K)Apple 3,163 shares (about $648.95K)United Parcel Service 5,469 shares (about $552.04K) 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 PortfolioSectorJPMJPMorgan Chase & Co.$70,756,298$142,346 ▼-0.2%244,0635.8%FinanceCOSTCostco Wholesale$62,046,133$234,615 ▼-0.4%62,6775.1%Retail/WholesaleMSFTMicrosoft$61,818,038$96,000 ▼-0.2%124,2805.0%Computer and TechnologyAMZNAmazon.com$60,766,213$352,779 ▼-0.6%276,9784.9%Retail/WholesaleAAPLApple$60,313,450$648,953 ▼-1.1%293,9684.9%Computer and TechnologyCPRTCopart$59,971,647$714,803 ▼-1.2%1,222,1654.9%Business ServicesWMWaste Management$48,004,118$103,427 ▼-0.2%209,7903.9%Business ServicesBXBlackstone$47,325,864$141,652 ▼-0.3%316,3923.9%FinanceMAMastercard$45,197,013$407,408 ▼-0.9%80,4303.7%Business ServicesHDHome Depot$43,306,945$151,790 ▼-0.3%118,1183.5%Retail/WholesaleTJXTJX Companies$41,446,035$294,770 ▼-0.7%335,6233.4%Retail/WholesaleVVisa$38,048,756$140,244 ▼-0.4%107,1653.1%Business ServicesBACBank of America$37,474,237$185,636 ▼-0.5%791,9323.1%FinanceWCNWaste Connections$35,015,929$123,795 ▼-0.4%187,5322.9%Business ServicesLLYEli Lilly and Company$34,519,733$342,991 ▼-1.0%44,2832.8%MedicalUBERUber Technologies$31,220,233$50,849 ▼-0.2%334,6222.5%Computer and TechnologyIBMInternational Business Machines$30,587,847$76,053 ▼-0.2%103,7652.5%Computer and TechnologyGOOGLAlphabet$30,147,314$18,870,004 ▼-38.5%171,0682.5%Computer and TechnologyHONHoneywell International$29,827,818$90,823 ▼-0.3%128,0822.4%Multi-Sector ConglomeratesOCOwens Corning$28,155,979$35,893 ▼-0.1%204,7412.3%ConstructionUNPUnion Pacific$23,538,0610.0%102,3041.9%TransportationKAROPENLANE$19,523,374$71,761 ▼-0.4%798,5021.6%Auto/Tires/TrucksDOVDover$17,590,0800.0%96,0001.4%IndustrialsLINDE PLC$16,158,560$202,686 ▲1.3%34,4401.3%SHSDISWalt Disney$16,003,506$33,235 ▼-0.2%129,0501.3%Consumer DiscretionaryNSCNorfolk Southern$14,559,5740.0%56,8801.2%TransportationUPSUnited Parcel Service$13,727,253$552,042 ▼-3.9%135,9941.1%TransportationMRKMerck & Co., Inc.$12,859,513$7,916 ▼-0.1%162,4501.0%MedicalNKENIKE$12,826,714$153,731 ▼-1.2%180,5561.0%Consumer DiscretionaryMDTMedtronic$12,115,846$11,575,305 ▲2,141.4%138,9911.0%MedicalXOMExxon Mobil$10,520,095$1,294 ▼0.0%97,5890.9%EnergyEMREmerson Electric$9,144,439$6,667 ▲0.1%68,5850.7%IndustrialsNVDANVIDIA$9,032,447$177,265 ▲2.0%57,1710.7%Computer and TechnologyDMRCDigimarc$8,465,637$866,694 ▲11.4%640,8510.7%IndustrialsMCDMcDonald's$7,982,0850.0%27,3200.6%Retail/WholesaleMRVLMarvell Technology$6,216,381$6,203,610 ▲48,575.8%80,3150.5%Computer and TechnologyCACCamden National$5,998,171$48,128 ▼-0.8%147,8110.5%FinanceMTBM&T Bank$5,810,0010.0%29,9500.5%FinanceABBVAbbVie$5,767,2520.0%31,0700.5%MedicalCVXChevron$5,392,536$3,150 ▼-0.1%37,6600.4%EnergyNUENucor$4,864,2270.0%37,5500.4%Basic MaterialsNEENextEra Energy$4,749,9950.0%68,4240.4%UtilitiesSHELShell$4,659,4530.0%66,1760.4%EnergyGOOGAlphabet$4,151,636$1,843,260 ▼-30.7%23,4040.3%Computer and TechnologyAMGNAmgen$4,129,516$2,792 ▼-0.1%14,7900.3%MedicalSTESTERIS$3,699,869$15,374 ▼-0.4%15,4020.3%MedicalABTAbbott Laboratories$3,215,1410.0%23,6390.3%MedicalPGProcter & Gamble$3,133,8730.0%19,6700.3%Consumer StaplesMMCMarsh & McLennan Companies$2,797,4990.0%12,7950.2%FinanceGEGE Aerospace$2,657,2950.0%10,3240.2%AerospaceTRAVELERS COMPANIES INC$2,283,722$2,283,722 ▲New Holding8,5360.2%COMSXTSensient Technologies$1,699,470$9,852 ▼-0.6%17,2500.1%Basic MaterialsPMPhilip Morris International$1,692,5070.0%9,2930.1%Consumer StaplesGLDSPDR Gold Shares$1,673,5170.0%5,4900.1%FinanceCSCOCisco Systems$1,665,5530.0%24,0060.1%Computer and TechnologyJNJJohnson & Johnson$1,587,9890.0%10,3960.1%MedicalMDLZMondelez International$1,575,0620.0%23,3550.1%Consumer StaplesKIMKimco Realty$1,537,0880.0%73,1250.1%FinanceECLEcolab$1,524,4920.0%5,6580.1%Basic MaterialsULUnilever$1,321,272$612 ▼0.0%21,6000.1%Consumer StaplesSTXSeagate Technology$1,302,5790.0%9,0250.1%Computer and TechnologySYYSysco$1,257,209$11,361 ▼-0.9%16,5990.1%Consumer StaplesMTXMinerals Technologies$1,254,6050.0%22,7820.1%Basic MaterialsCMCSAComcast$1,241,2270.0%34,7780.1%Consumer DiscretionaryEOGEOG Resources$1,207,4630.0%10,0950.1%EnergyVSTVistra$1,201,6220.0%6,2000.1%UtilitiesPFEPfizer$1,123,912$7,878 ▼-0.7%46,3660.1%MedicalKRKroger$1,097,4690.0%15,3000.1%Retail/WholesaleGE VERNOVA INC$1,085,816$529 ▼0.0%2,0520.1%COMBMYBristol Myers Squibb$983,524$4,629 ▼-0.5%21,2470.1%MedicalTTTrane Technologies$957,928$164,029 ▼-14.6%2,1900.1%ConstructionDDDuPont de Nemours$879,599$229,159 ▼-20.7%12,8240.1%Basic MaterialsFNLCFirst Bancorp, Inc (ME)$867,1170.0%34,1250.1%FinanceNVSNovartis$828,9190.0%6,8500.1%MedicalMMM3M$822,0960.0%5,4000.1%Multi-Sector ConglomeratesGNRSPDR S&P Global Natural Resources ETF$786,4800.0%14,5000.1%ETFMETAMeta Platforms$758,019$18,452 ▲2.5%1,0270.1%Computer and TechnologyUTZUtz Brands$683,7750.0%54,4840.1%Consumer StaplesWENWendy's$670,674$1,713 ▼-0.3%58,7280.1%Retail/WholesaleGPCGenuine Parts$667,2050.0%5,5000.1%Retail/WholesaleQCOMQUALCOMM$652,9660.0%4,1000.1%Computer and TechnologyNWSANews$651,968$149 ▼0.0%21,9370.1%Consumer DiscretionaryGISGeneral Mills$618,7160.0%11,9420.1%Consumer StaplesCOPConocoPhillips$614,7190.0%6,8500.1%EnergyPANWPalo Alto Networks$613,9200.0%3,0000.0%Computer and TechnologyKOCocaCola$578,0600.0%8,1700.0%Consumer StaplesNINiSource$562,7430.0%13,9500.0%UtilitiesKMBKimberly-Clark$560,8020.0%4,3500.0%Consumer StaplesLITELumentum$558,3830.0%5,8740.0%Computer and TechnologyIFFInternational Flavors & Fragrances$523,2350.0%7,1140.0%Basic MaterialsFULH. B. Fuller$520,2980.0%8,6500.0%Basic MaterialsDOWDOW$512,7330.0%19,3630.0%Basic MaterialsNFLXNetflix$502,1740.0%3750.0%Consumer DiscretionaryCTVACorteva$495,7000.0%6,6510.0%Consumer StaplesKWRQuaker Houghton$445,746$1,119 ▼-0.3%3,9820.0%Basic MaterialsSMURFIT WESTROCK PLC$442,2880.0%10,2500.0%SHSSJMJ. M. Smucker$441,9000.0%4,5000.0%Consumer StaplesFMCFMC$417,5000.0%10,0000.0%Consumer StaplesHESHess$415,6200.0%3,0000.0%EnergyWMTWalmart$408,567$20,243 ▼-4.7%4,1780.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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