Kimelman & Baird, LLC Top Holdings and 13F Report (2026) About Kimelman & Baird, LLCInvestment ActivityKimelman & Baird, LLC has $1.22 billion in total holdings as of March 31, 2026.Kimelman & Baird, LLC owns shares of 263 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 1.95% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Kimelman & Baird, LLC has purchased 262 new stocks and bought additional shares in 27 stocks.Kimelman & Baird, LLC sold shares of 50 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $70,594,387Costco Wholesale $62,498,332JPMorgan Chase & Co. $61,178,949Amazon.com $57,149,922TJX Companies $52,607,033 Largest New Holdings this Quarter 89417E109 - Travelers Companies $2,483,364 Holding75513E101 - RTX $103,588 Holding460146103 - International Paper $51,765 Holding922042775 - Vanguard FTSE All-World ex-US ETF $32,444 Holding87612E106 - Target $24,240 Holding Largest Purchases this Quarter Regeneron Pharmaceuticals 10,542 shares (about $8.15M)Cisco Systems 77,343 shares (about $6.00M)NVIDIA 16,361 shares (about $2.85M)Travelers Companies 8,514 shares (about $2.48M)American Express 3,204 shares (about $969.15K) Largest Sales this Quarter Norfolk Southern 56,780 shares (about $16.30M)JPMorgan Chase & Co. 23,592 shares (about $6.94M)Mastercard 7,608 shares (about $3.80M)Alphabet 10,180 shares (about $2.92M)SOLSTICE ADVANCED MATLS INC 27,048 shares (about $2.06M) 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$70,594,387$1,552,178 â–¼-2.2%278,1615.8%Computer and TechnologyCOSTCostco Wholesale$62,498,332$365,691 â–¼-0.6%62,7225.1%Retail/WholesaleJPMJPMorgan Chase & Co.$61,178,949$6,939,839 â–¼-10.2%207,9785.0%FinanceAMZNAmazon.com$57,149,922$210,978 â–¼-0.4%274,4034.7%Retail/WholesaleTJXTJX Companies$52,607,033$429,912 â–¼-0.8%329,4124.3%Retail/WholesaleWMWaste Management$47,494,576$1,030,837 â–¼-2.1%206,6873.9%Business ServicesGOOGLAlphabet$45,478,477$566,493 â–¼-1.2%158,1533.7%Computer and TechnologyMSFTMicrosoft$43,627,068$1,198,239 â–¼-2.7%117,8573.6%Computer and TechnologyCPRTCopart$40,930,992$118,590 â–¼-0.3%1,232,8613.4%Business ServicesHDHome Depot$38,598,810$227,263 â–¼-0.6%117,3613.2%Retail/WholesaleBACBank of America$38,595,439$111,784 â–¼-0.3%791,7013.2%FinanceLLYEli Lilly and Company$37,088,576$1,429,314 â–¼-3.7%40,3243.1%MedicalBXBlackstone$35,953,470$127,524 â–¼-0.4%312,6663.0%FinanceMAMastercard$35,456,483$3,801,425 â–¼-9.7%70,9612.9%Business ServicesVVisa$30,838,001$1,255,499 â–¼-3.9%102,0322.5%Business ServicesWCNWaste Connections$29,408,504$1,357,513 â–¼-4.4%181,0422.4%Business ServicesHONHoneywell International$29,313,232$39,781 â–¼-0.1%129,6872.4%Multi-Sector ConglomeratesIBMInternational Business Machines$25,612,140$180,823 â–²0.7%105,6652.1%Computer and TechnologyUNPUnion Pacific$24,820,9500.0%102,3042.0%TransportationMRVLMarvell Technology$24,443,758$27,734 â–¼-0.1%246,7822.0%Computer and TechnologyUBERUber Technologies$24,359,167$1,942 â–¼0.0%338,6512.0%Computer and TechnologyBABoeing$23,312,058$28,461 â–¼-0.1%117,1281.9%AerospaceKAROPENLANE$22,733,619$873,217 â–¼-3.7%779,8841.9%Auto/Tires/TrucksOCOwens Corning$21,236,060$98,048 â–¼-0.5%196,2301.7%ConstructionDOVDover$20,011,2000.0%96,0001.6%IndustrialsMRKMerck & Co., Inc.$19,267,9320.0%160,1791.6%MedicalLINDE PLC$17,747,713$150,711 â–²0.9%35,7991.5%SHSXOMExxonMobil$16,487,5590.0%97,1801.4%EnergyMDTMedtronic$14,720,969$43,325 â–²0.3%169,8901.2%MedicalNVDANVIDIA$14,670,528$2,853,358 â–²24.1%84,1201.2%Computer and TechnologyDISWalt Disney$12,798,890$82,019 â–²0.6%132,7961.1%Consumer DiscretionaryNKENIKE$10,035,495$267,111 â–²2.7%189,9940.8%Consumer DiscretionaryEMREmerson Electric$8,986,0070.0%68,5850.7%IndustrialsREGNRegeneron Pharmaceuticals$8,387,780$8,145,171 â–²3,357.3%10,8560.7%MedicalCVXChevron$8,365,588$45,518 â–¼-0.5%40,4330.7%EnergyMCDMcDonald's$8,360,562$130,221 â–¼-1.5%26,9010.7%Retail/WholesaleCSCOCisco Systems$7,545,938$6,001,043 â–²388.4%97,2540.6%Computer and TechnologyABBVAbbVie$6,667,3740.0%30,6560.5%MedicalCACCamden National$6,564,186$48,399 â–¼-0.7%138,3390.5%FinanceNEENextEra Energy$6,355,2220.0%68,4240.5%UtilitiesNUENucor$6,335,3320.0%37,4650.5%Basic MaterialsMTBM&T Bank$6,191,2640.0%29,9500.5%FinanceSHELShell$6,154,3680.0%66,1760.5%EnergyAMGNAmgen$5,010,3440.0%14,2400.4%MedicalDMRCDigimarc$4,117,991$775,181 â–²23.2%838,6950.3%IndustrialsSTXSeagate Technology$3,535,6340.0%9,0250.3%Computer and TechnologyGOOGAlphabet$3,076,287$2,920,235 â–¼-48.7%10,7240.3%Computer and TechnologyGEGE Aerospace$2,922,5480.0%10,2990.2%AerospacePGProcter & Gamble$2,860,490$20,799 â–²0.7%19,8040.2%Consumer StaplesAXPAmerican Express$2,810,342$969,146 â–²52.6%9,2910.2%FinanceSTESTERIS$2,800,833$440,491 â–¼-13.6%12,6660.2%MedicalJNJJohnson & Johnson$2,554,398$13,200 â–²0.5%10,4500.2%MedicalTRVTravelers Companies$2,483,364$2,483,364 â–²New Holding8,5140.2%FinanceABTAbbott Laboratories$2,413,3620.0%23,5060.2%MedicalGLDSPDR Gold Shares$2,319,2640.0%5,3900.2%FinanceMARSH & MCLENNAN COS INC$2,190,6740.0%12,6300.2%COMLITELumentum$1,668,353$70,276 â–¼-4.0%2,3740.1%Computer and TechnologyKIMKimco Realty$1,530,7690.0%68,1250.1%FinanceMTXMinerals Technologies$1,527,0500.0%21,5320.1%Basic MaterialsECLEcolab$1,505,1420.0%5,6580.1%Basic MaterialsSXTSensient Technologies$1,439,2260.0%16,6500.1%Basic MaterialsEOGEOG Resources$1,358,958$42,648 â–¼-3.0%9,4000.1%EnergyMDLZMondelez International$1,285,776$17,292 â–¼-1.3%22,3070.1%Consumer StaplesPFEPfizer$1,206,767$53,773 â–¼-4.3%42,9760.1%MedicalPMPhilip Morris International$1,206,4860.0%7,2970.1%Consumer StaplesGE VERNOVA INC$1,202,8570.0%1,3780.1%COMSYYSysco$1,184,0070.0%16,5990.1%Consumer StaplesKRKroger$1,107,1080.0%15,3000.1%Retail/WholesaleGNRSPDR S&P Global Natural Resources ETF$1,082,7150.0%14,5000.1%ETFUNILEVER PLC$1,070,8090.0%18,7960.1%SPON ADR NEWNVSNovartis$1,046,3380.0%6,8500.1%MedicalFNLCFirst Bancorp, Inc (ME)$998,569$42,045 â–²4.4%35,6250.1%FinanceCMCSAComcast$998,4770.0%34,7780.1%Consumer DiscretionaryBMYBristol Myers Squibb$941,5920.0%15,5250.1%MedicalVSTVistra$932,0460.0%6,2000.1%UtilitiesTTTrane Technologies$912,6610.0%2,1900.1%ConstructionCOPConocoPhillips$904,2000.0%6,8500.1%EnergyENPHEnphase Energy$666,477$664,397 â–²31,949.1%17,6270.1%EnergyNINiSource$650,9070.0%13,9500.1%UtilitiesMETAMeta Platforms$587,5780.0%1,0270.0%Computer and TechnologyGPCGenuine Parts$581,6250.0%5,5000.0%Retail/WholesaleKOCocaCola$562,7700.0%7,4000.0%Consumer StaplesCTVACorteva$556,7560.0%6,6510.0%Consumer StaplesQNITY ELECTRONICS INC$534,6710.0%4,6340.0%COMMON STOCKDOWDOW$530,122$56,936 â–¼-9.7%12,7280.0%Basic MaterialsQCOMQualcomm$527,9980.0%4,1000.0%Computer and TechnologyNWSANews$518,8440.0%20,8120.0%Consumer DiscretionaryFULH. B. Fuller$518,1120.0%8,4000.0%Basic MaterialsIFFInternational Flavors & Fragrances$487,1010.0%6,7140.0%Basic MaterialsPANWPalo Alto Networks$480,9600.0%3,0000.0%Computer and TechnologyGISGeneral Mills$444,4820.0%11,9420.0%Consumer StaplesUTZUtz Brands$443,394$11,880 â–²2.8%55,9840.0%Consumer StaplesSJMJ. M. Smucker$433,9800.0%4,5000.0%Consumer StaplesDDDuPont de Nemours$424,6580.0%9,2720.0%Basic MaterialsVOOVanguard S&P 500 ETF$405,7380.0%6790.0%ETFPALANTIR TECHNOLOGIES INC$361,751$271,057 â–²298.9%2,4730.0%CL APEPPepsiCo$360,739$11,647 â–²3.3%2,3230.0%Consumer StaplesWENWendy's$349,968$48,650 â–¼-12.2%50,3550.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$345,981$16,259 â–¼-4.5%5320.0%FinanceNFLXNetflix$326,430$9,134 â–²2.9%3,3950.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. 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