Kimelman & Baird, LLC Top Holdings and 13F Report (2026)

About Kimelman & Baird, LLC

Investment Activity

Kimelman & Baird, LLC has $1.35 billion in total holdings as of June 30, 2026.
Kimelman & Baird, LLC owns shares of 261 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 4.25% 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 22 stocks.
Kimelman & Baird, LLC sold shares of 42 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $79,984,013
Marvell Technology: $71,013,253
JPMorgan Chase & Co.: $67,605,804
Amazon.com: $64,875,602
Costco Wholesale: $58,556,448

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $14,547,489 Holding
43849R105 - HONEYWELL AEROSPACE INC: $14,164,375 Holding
26614N201 - DUPONT DE NEMOURS INC: $418,992 Holding
351858105 - Franco-Nevada: $75,039 Holding
314352105 - FEDEX FGHT HLDG CO INC: $26,425 Holding

Largest Purchases this Quarter

HONEYWELL INTL INC: 64,973 shares (about $14.55M)
HONEYWELL AEROSPACE INC: 64,069 shares (about $14.16M)
Regeneron Pharmaceuticals: 16,815 shares (about $10.48M)
Enphase Energy: 187,211 shares (about $9.22M)
Netflix: 76,428 shares (about $5.46M)

Largest Sales this Quarter

Walt Disney: 128,845 shares (about $12.40M)
NIKE: 188,026 shares (about $7.72M)
Marvell Technology: 8,394 shares (about $2.50M)
Waste Management: 6,197 shares (about $1.38M)
Alphabet: 2,008 shares (about $717.60K)

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
AAPL Apple	$79,984,013	$504,644 â–¼	-0.6%	276,417	5.9%	Technology
MRVL Marvell Technology	$71,013,253	$2,500,483 â–¼	-3.4%	238,388	5.3%	Technology
JPM JPMorgan Chase & Co.	$67,605,804	$471,683 â–¼	-0.7%	206,537	5.0%	Finance
AMZN Amazon.com	$64,875,602	$525,539 â–¼	-0.8%	272,198	4.8%	Consumer Discretionary
COST Costco Wholesale	$58,556,448	$117,869 â–¼	-0.2%	62,596	4.3%	Consumer Staples
GOOGL Alphabet	$55,801,468	$717,598 â–¼	-1.3%	156,145	4.1%	Communication Services
TJX TJX Companies	$49,538,774	$367,084 â–¼	-0.7%	326,989	3.7%	Consumer Discretionary
LLY Eli Lilly and Company	$48,437,343	$71,965 â–²	0.1%	40,384	3.6%	Healthcare
BAC Bank of America	$44,772,451	$338,689 â–¼	-0.8%	785,757	3.3%	Finance
WM Waste Management	$44,685,145	$1,381,185 â–¼	-3.0%	200,490	3.3%	Industrials
MSFT Microsoft	$43,943,999	$19,024 â–¼	0.0%	117,806	3.3%	Technology
HD Home Depot	$41,224,772	$166,112 â–¼	-0.4%	116,890	3.1%	Consumer Discretionary
BX Blackstone	$36,519,205	$272,170 â–¼	-0.7%	310,353	2.7%	Finance
MA Mastercard	$36,083,423	$362,087 â–¼	-1.0%	70,256	2.7%	Finance
V Visa	$35,006,674	$686 â–²	0.0%	102,034	2.6%	Finance
CPRT Copart	$34,761,264	$6,907 â–²	0.0%	1,233,106	2.6%	Industrials
KAR OPENLANE	$31,446,944	$715,473 â–¼	-2.2%	762,535	2.3%	Industrials
OC Owens Corning	$31,144,310	$48,483 â–¼	-0.2%	195,925	2.3%	Industrials
IBM International Business Machines	$30,397,677	$683,622 â–²	2.3%	108,096	2.3%	Technology
WCN Waste Connections	$29,889,559	$288,374 â–¼	-1.0%	179,312	2.2%	Industrials
UNP Union Pacific	$27,826,636		0.0%	102,304	2.1%	Industrials
BA Boeing	$25,479,896	$125,120 â–²	0.5%	117,706	1.9%	Industrials
UBER Uber Technologies	$24,465,271	$28,215 â–²	0.1%	339,042	1.8%	Industrials
DOV Dover	$21,530,880		0.0%	96,000	1.6%	Industrials
MRK Merck & Co., Inc.	$20,583,002		0.0%	160,179	1.5%	Healthcare
LINDE PLC	$18,605,556	$28,023 â–²	0.2%	35,853	1.4%	SHS
REGN Regeneron Pharmaceuticals	$17,253,976	$10,484,826 â–²	154.9%	27,671	1.3%	Healthcare
NVDA NVIDIA	$16,796,556	$35,016 â–¼	-0.2%	83,945	1.2%	Technology
HONEYWELL INTL INC	$14,547,489	$14,547,489 â–²	New Holding	64,973	1.1%	COM
HONEYWELL AEROSPACE INC	$14,164,375	$14,164,375 â–²	New Holding	64,069	1.1%	COM
XOM ExxonMobil	$13,286,450		0.0%	97,180	1.0%	Energy
MDT Medtronic	$12,803,983	$486,512 â–¼	-3.7%	163,671	0.9%	Healthcare
CSCO Cisco Systems	$11,513,665	$90,209 â–²	0.8%	98,022	0.9%	Technology
ENPH Enphase Energy	$10,086,224	$9,218,270 â–²	1,062.1%	204,838	0.7%	Technology
EMR Emerson Electric	$9,810,786	$7,158 â–¼	-0.1%	68,535	0.7%	Industrials
STX Seagate Technology	$8,709,125		0.0%	9,025	0.6%	Technology
NUE Nucor	$8,300,779	$44,550 â–¼	-0.5%	37,265	0.6%	Materials
ABBV AbbVie	$7,714,276		0.0%	30,656	0.6%	Healthcare
CAC Camden National	$7,443,810	$56,931 â–¼	-0.8%	137,289	0.6%	Finance
MCD McDonald's	$7,271,610		0.0%	26,901	0.5%	Consumer Discretionary
MTB M&T Bank	$7,128,400		0.0%	29,950	0.5%	Finance
CVX Chevron	$6,702,175		0.0%	40,433	0.5%	Energy
NEE NextEra Energy	$5,979,244	$26,331 â–¼	-0.4%	68,124	0.4%	Utilities
NFLX Netflix	$5,699,363	$5,456,960 â–²	2,251.2%	79,823	0.4%	Communication Services
AMGN Amgen	$5,156,589		0.0%	14,240	0.4%	Healthcare
SHEL Shell	$5,131,288		0.0%	66,176	0.4%	Energy
GE GE Aerospace	$3,849,046		0.0%	10,299	0.3%	Industrials
GOOG Alphabet	$3,744,945	$44,166 â–¼	-1.2%	10,599	0.3%	Communication Services
AXP American Express	$3,739,354	$596,673 â–²	19.0%	11,055	0.3%	Finance
PG Procter & Gamble	$2,904,059		0.0%	19,804	0.2%	Consumer Staples
TRV Travelers Companies	$2,810,642		0.0%	8,514	0.2%	Finance
STE STERIS	$2,667,080		0.0%	12,666	0.2%	Healthcare
JNJ Johnson & Johnson	$2,603,193	$50,794 â–¼	-1.9%	10,250	0.2%	Healthcare
ABT Abbott Laboratories	$2,132,935		0.0%	23,506	0.2%	Healthcare
MARSH & MCLENNAN COS INC	$2,105,043		0.0%	12,630	0.2%	COM
SXT Sensient Technologies	$2,052,779		0.0%	16,650	0.2%	Materials
GLD SPDR Gold Shares	$1,985,569		0.0%	5,390	0.1%	ETF
LITE Lumentum	$1,934,068	$102,967 â–¼	-5.1%	2,254	0.1%	Technology
KIM Kimco Realty	$1,726,969		0.0%	68,125	0.1%	Real Estate
GE VERNOVA INC	$1,618,958		0.0%	1,378	0.1%	COM
MTX Minerals Technologies	$1,592,723		0.0%	21,532	0.1%	Materials
ECL Ecolab	$1,576,376		0.0%	5,658	0.1%	Materials
SYY Sysco	$1,387,345		0.0%	16,599	0.1%	Consumer Staples
PM Philip Morris International	$1,320,101		0.0%	7,297	0.1%	Consumer Staples
MDLZ Mondelez International	$1,290,237		0.0%	22,307	0.1%	Consumer Staples
FNLC First Bancorp, Inc (ME)	$1,240,463		0.0%	35,625	0.1%	Finance
EOG EOG Resources	$1,219,462		0.0%	9,400	0.1%	Energy
UNILEVER PLC	$1,130,016		0.0%	18,796	0.1%	SPON ADR NEW
NVS Novartis	$1,073,532		0.0%	6,850	0.1%	Healthcare
PANW Palo Alto Networks	$1,044,886	$21,825 â–²	2.1%	3,064	0.1%	Technology
PFE Pfizer	$1,034,863		0.0%	42,976	0.1%	Healthcare
VST Vistra	$999,369	$15,863 â–²	1.6%	6,300	0.1%	Utilities
UTZ Utz Brands	$990,097	$559,020 â–²	129.7%	128,584	0.1%	Consumer Staples
TT Trane Technologies	$987,232	$88,409 â–¼	-8.2%	2,010	0.1%	Industrials
GNR SPDR S&P Global Natural Resources ETF	$975,995		0.0%	14,500	0.1%	ETF
BMY Bristol Myers Squibb	$894,551		0.0%	15,525	0.1%	Healthcare
CMCSA Comcast	$853,800		0.0%	34,778	0.1%	Communication Services
KR Kroger	$849,609		0.0%	15,300	0.1%	Consumer Staples
QCOM Qualcomm	$757,639		0.0%	4,100	0.1%	Technology
QNITY ELECTRONICS INC	$756,779		0.0%	4,634	0.1%	COMMON STOCK
COP ConocoPhillips	$712,126		0.0%	6,850	0.1%	Energy
NI NiSource	$663,323		0.0%	13,950	0.0%	Utilities
GPC Genuine Parts	$648,890		0.0%	5,500	0.0%	Consumer Discretionary
META Meta Platforms	$624,689	$46,190 â–²	8.0%	1,109	0.0%	Communication Services
KO CocaCola	$601,398		0.0%	7,400	0.0%	Consumer Staples
CTVA Corteva	$563,274		0.0%	6,651	0.0%	Materials
IFF International Flavors & Fragrances	$531,884		0.0%	6,714	0.0%	Materials
NWSA News	$516,762		0.0%	20,812	0.0%	Communication Services
SJM J. M. Smucker	$506,250		0.0%	4,500	0.0%	Consumer Staples
FUL H. B. Fuller	$489,636		0.0%	8,400	0.0%	Materials
VOO Vanguard S&P 500 ETF	$476,417	$10,297 â–²	2.2%	694	0.0%	ETF
TXN Texas Instruments	$447,105		0.0%	1,500	0.0%	Technology
DUPONT DE NEMOURS INC	$418,992	$418,992 â–²	New Holding	3,089	0.0%	COMMON STOCK
WEN Wendy's	$417,443		0.0%	50,355	0.0%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$398,079	$109,553 â–²	38.0%	3,412	0.0%	CL A
SPY SPDR S&P 500 ETF Trust	$397,282		0.0%	532	0.0%	ETF
DIS Walt Disney	$380,318	$12,402,448 â–¼	-97.0%	3,951	0.0%	Communication Services
DOW DOW	$348,239		0.0%	12,728	0.0%	Materials
BALL Ball	$328,536		0.0%	5,265	0.0%	Materials
EVERGY INC	$322,730		0.0%	3,734	0.0%	COM

Showing largest 100 holdings. View all holdings.

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Kimelman & Baird, LLC Top Holdings and 13F Report (2026)

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

About MarketBeat

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Kimelman & Baird, LLC Top Holdings and 13F Report (2026)

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