Kimelman & Baird, LLC Top Holdings and 13F Report (2026) About Kimelman & Baird, LLCInvestment ActivityKimelman & Baird, LLC has $1.33 billion in total holdings as of September 30, 2026.Kimelman & Baird, LLC owns shares of 259 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.54% of the portfolio was purchased this quarter.About 2.46% of the portfolio was sold this quarter.This quarter, Kimelman & Baird, LLC has purchased 260 new stocks and bought additional shares in 20 stocks.Kimelman & Baird, LLC sold shares of 35 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $89,279,320JPMorgan Chase & Co. $67,824,499Amazon.com $67,398,989Marvell Technology $62,682,238Microsoft $60,454,247 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $15,799,770 Holding609839105 - Monolithic Power Systems $202,083 Holding88579Y101 - 3M $131,320 Holding773903109 - Rockwell Automation $130,599 Holding595112103 - Micron Technology $17,042 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 97,080 shares (about $15.80M)SPACE EXPLORATION TECHN CORP 45,280 shares (about $6.83M)Netflix 88,372 shares (about $6.15M)Medtronic 13,049 shares (about $1.13M)International Business Machines 2,075 shares (about $456.35K) Largest Sales this Quarter OPENLANE 152,672 shares (about $5.21M)Apple 8,327 shares (about $2.77M)Camden National 36,287 shares (about $2.01M)Alphabet 3,184 shares (about $1.08M)Utz Brands 72,600 shares (about $1.03M) 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 PortfolioSectorAAPLApple$89,279,320$2,773,057 ▼-3.0%268,0906.7%TechnologyJPMJPMorgan Chase & Co.$67,824,499$504,185 ▼-0.7%205,0135.1%FinanceAMZNAmazon.com$67,398,989$419,070 ▼-0.6%270,5165.1%Consumer DiscretionaryMRVLMarvell Technology$62,682,238$302,256 ▼-0.5%237,2444.7%TechnologyMSFTMicrosoft$60,454,247$31,800 ▲0.1%117,8684.6%TechnologyCOSTCostco Wholesale$56,488,647$495,227 ▼-0.9%62,0524.3%Consumer StaplesGOOGLAlphabet$53,280,857$445,584 ▼-0.8%154,8504.0%Communication ServicesLLYEli Lilly and Company$46,830,828$102,981 ▲0.2%40,4733.5%HealthcareTJXTJX Companies$43,201,809$62,053 ▼-0.1%326,5203.3%Consumer DiscretionaryBACBank of America$42,603,140$165,631 ▼-0.4%782,7143.2%FinanceWMWaste Management$40,781,391$102,572 ▼-0.3%199,9873.1%IndustrialsMAMastercard$38,457,249$286,764 ▼-0.7%69,7362.9%FinanceVVisa$36,388,451$275,245 ▼-0.8%101,2682.7%FinanceBXBlackstone$34,374,049$413,388 ▼-1.2%306,6652.6%FinanceHDHome Depot$32,903,977$349,921 ▼-1.1%115,6602.5%Consumer DiscretionaryCPRTCopart$32,882,963$756,174 ▼-2.2%1,205,3872.5%IndustrialsUNPUnion Pacific$27,839,9360.0%102,3042.1%IndustrialsWCNWaste Connections$27,556,742$44,794 ▼-0.2%179,0212.1%IndustrialsIBMInternational Business Machines$24,229,909$456,355 ▲1.9%110,1711.8%TechnologyMRKMerck & Co., Inc.$23,275,6110.0%160,1791.8%HealthcareUBERUber Technologies$23,043,613$184,155 ▼-0.8%336,3541.7%IndustrialsOCOwens Corning$22,717,774$154,564 ▼-0.7%194,6011.7%IndustrialsBABoeing$22,273,973$374,706 ▲1.7%119,7201.7%IndustrialsREGNRegeneron Pharmaceuticals$20,949,484$32,606 ▼-0.2%27,6281.6%HealthcareKAROPENLANE$20,814,625$5,210,696 ▼-20.0%609,8631.6%IndustrialsNVDANVIDIA$19,162,224$9,135 ▼0.0%83,9051.4%TechnologyDOVDover$17,956,8000.0%96,0001.4%IndustrialsLINDE PLC$17,385,006$367,379 ▲2.2%36,6271.3%SHSEXXONMOBIL HOLDINGS CORP$15,799,770$15,799,770 ▲New Holding97,0801.2%COM SHSMDTMedtronic$15,249,169$1,125,998 ▲8.0%176,7201.1%HealthcareHONEYWELL INTL INC$13,585,412$120,025 ▼-0.9%64,4041.0%COMNFLXNetflix$11,703,009$6,148,924 ▲110.7%168,1950.9%Communication ServicesCSCOCisco Systems$10,724,361$174,253 ▲1.7%99,6410.8%TechnologyEMREmerson Electric$10,629,7790.0%68,5350.8%IndustrialsHONEYWELL AEROSPACE INC$9,734,751$194,022 ▼-2.0%62,8170.7%COMNUENucor$8,675,632$35,063 ▼-0.4%37,1150.7%MaterialsSTXSeagate Technology$8,324,1190.0%9,0250.6%TechnologyCVXChevron$8,256,8230.0%40,4330.6%EnergyABBVAbbVie$7,993,145$26,159 ▼-0.3%30,5560.6%HealthcareENPHEnphase Energy$7,173,148$415,542 ▲6.1%217,4340.5%TechnologySPACE EXPLORATION TECHN CORP$6,846,027$6,830,941 ▲45,280.0%45,3800.5%CLASS A COM STKDIGIMARC CORP$6,564,877$203,426 ▲3.2%1,127,9860.5%COMMTBM&T Bank$6,517,1200.0%29,9500.5%FinanceSHELShell$6,290,0290.0%66,1760.5%EnergyMCDMcDonald's$6,212,5170.0%26,9010.5%Consumer DiscretionaryAMGNAmgen$6,002,3030.0%14,2400.5%HealthcareCACCamden National$5,589,956$2,008,304 ▼-26.4%101,0020.4%FinanceNEENextEra Energy$5,159,7120.0%68,1240.4%UtilitiesAXPAmerican Express$3,602,673$240,847 ▲7.2%11,8470.3%FinanceGEGE Aerospace$3,216,2750.0%10,2990.2%IndustrialsTRVTravelers Companies$3,035,3270.0%8,5140.2%FinancePGProcter & Gamble$2,877,1260.0%19,8040.2%Consumer StaplesJNJJohnson & Johnson$2,713,5850.0%10,2500.2%HealthcareGOOGAlphabet$2,526,588$1,084,917 ▼-30.0%7,4150.2%Communication ServicesSTESTERIS$2,452,917$207,070 ▼-7.8%11,6800.2%HealthcareABTAbbott Laboratories$2,323,0980.0%23,5060.2%HealthcareSXTSensient Technologies$2,176,4880.0%16,6500.2%MaterialsMARSH & MCLENNAN COS INC$2,156,3200.0%12,6300.2%COMLITELumentum$2,109,577$79,643 ▼-3.6%2,1720.2%TechnologyGLDSPDR Gold Shares$2,052,7280.0%5,3900.2%ETFECLEcolab$1,553,5740.0%5,6580.1%MaterialsKIMKimco Realty$1,513,0570.0%68,1250.1%Real EstateNVSNovartis$1,432,829$456,224 ▲46.7%10,0500.1%HealthcareMTXMinerals Technologies$1,408,1930.0%21,5320.1%MaterialsPMPhilip Morris International$1,392,4140.0%7,2970.1%Consumer StaplesGE VERNOVA INC$1,309,7760.0%1,3780.1%COMEOGEOG Resources$1,294,9440.0%9,4000.1%EnergySYYSysco$1,294,0590.0%16,5990.1%Consumer StaplesMDLZMondelez International$1,289,7910.0%22,3070.1%Consumer StaplesPFEPfizer$1,225,6760.0%42,9760.1%HealthcarePANWPalo Alto Networks$1,217,3580.0%3,0640.1%TechnologyUNILEVER PLC$1,141,4820.0%18,7960.1%SPON ADR NEWGNRSPDR S&P Global Natural Resources ETF$1,072,5650.0%14,5000.1%ETFBMYBristol Myers Squibb$968,7600.0%15,5250.1%HealthcareMETAMeta Platforms$932,582$128,357 ▲16.0%1,2860.1%Communication ServicesTTTrane Technologies$908,4800.0%2,0100.1%IndustrialsKRKroger$896,8860.0%15,3000.1%Consumer StaplesVSTVistra$876,309$4,704 ▲0.5%6,3340.1%UtilitiesCOPConocoPhillips$857,2780.0%6,8500.1%EnergyUTZUtz Brands$797,772$1,034,550 ▼-56.5%55,9840.1%Consumer StaplesCMCSAComcast$756,7700.0%34,7780.1%Communication ServicesQCOMQualcomm$754,5640.0%4,1000.1%TechnologyGPCGenuine Parts$691,5700.0%5,5000.1%Consumer DiscretionaryFNLCFirst Bancorp, Inc (ME)$666,800$520,938 ▼-43.9%20,0000.1%FinancePALANTIR TECHNOLOGIES INC$645,323$7,108 ▲1.1%3,4500.0%CL ANWSANews$596,2640.0%20,8120.0%Communication ServicesQNITY ELECTRONICS INC$582,6800.0%4,6340.0%COMMON STOCKIFFInternational Flavors & Fragrances$560,4850.0%6,7140.0%MaterialsNINiSource$544,0500.0%13,9500.0%UtilitiesSJMJ. M. Smucker$535,0950.0%4,5000.0%Consumer StaplesCTVACorteva$516,4510.0%6,6510.0%MaterialsVOOVanguard S&P 500 ETF$486,1630.0%6940.0%ETFKOCoca-Cola$421,792$215,200 ▼-33.8%4,9000.0%Consumer StaplesTXNTexas Instruments$420,1350.0%1,5000.0%TechnologyFULH. B. Fuller$415,5480.0%8,4000.0%MaterialsDUPONT DE NEMOURS INC$401,2310.0%3,0890.0%COMMON STOCKDISWalt Disney$400,336$14,163 ▼-3.4%3,8160.0%Communication ServicesGLWCorning$400,238$387,476 ▲3,036.1%2,6030.0%TechnologySPYSPDR S&P 500 ETF Trust$377,502$28,217 ▼-7.0%4950.0%ETFMPCMarathon Petroleum$372,4860.0%9420.0%EnergyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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