Kimelman & Baird

Kimelman & Baird as of Dec. 31, 2010

Portfolio Holdings for Kimelman & Baird

Kimelman & Baird holds 203 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Copart (CPRT) 6.1 $13M 346k 37.35
Dril-Quip (DRQ) 6.1 $13M 167k 77.72
Nucor Corporation (NUE) 4.4 $9.4M 214k 43.82
Monster Worldwide 4.4 $9.2M 390k 23.63
JPMorgan Chase & Co. (JPM) 3.8 $7.9M 187k 42.42
Teleflex Incorporated (TFX) 3.7 $7.9M 146k 53.81
Exxon Mobil Corporation (XOM) 3.7 $7.8M 107k 73.12
Occidental Petroleum Corporation (OXY) 3.5 $7.5M 76k 98.10
Procter & Gamble Company (PG) 3.5 $7.4M 115k 64.33
Google 3.5 $7.4M 13k 593.95
General Electric Company 3.5 $7.4M 404k 18.29
Telefonaktiebolaget LM Ericsson (ERIC) 3.5 $7.3M 636k 11.53
BGC Partners 3.4 $7.3M 874k 8.31
Kimco Realty Corporation (KIM) 3.4 $7.1M 394k 18.04
Molex Incorporated 2.6 $5.6M 247k 22.72
QEP Resources 2.6 $5.5M 150k 36.31
Tesco Corporation 2.6 $5.4M 342k 15.88
Digital Realty Trust (DLR) 2.5 $5.4M 104k 51.54
Home Depot (HD) 2.0 $4.2M 121k 35.06
Cisco Systems (CSCO) 1.9 $3.9M 195k 20.23
Bank of America Corporation (BAC) 1.6 $3.3M 248k 13.34
Presstek 1.6 $3.3M 1.5M 2.22
Questar Corporation 1.5 $3.2M 186k 17.41
Dover Corporation (DOV) 1.4 $2.9M 50k 58.45
Rand Logistics 1.4 $2.9M 597k 4.80
Corning Incorporated (GLW) 1.3 $2.8M 143k 19.32
iRobot Corporation (IRBT) 1.0 $2.1M 86k 24.89
Chevron Corporation (CVX) 0.9 $1.9M 21k 91.25
Cree 0.9 $1.9M 29k 65.88
Camden National Corporation (CAC) 0.9 $1.9M 51k 36.23
Time Warner 0.8 $1.7M 52k 32.16
Baker Hughes Incorporated 0.8 $1.7M 29k 57.16
WCA Waste Corporation (WCAA) 0.8 $1.6M 330k 4.84
Walt Disney Company (DIS) 0.7 $1.4M 37k 37.51
Johnson & Johnson (JNJ) 0.6 $1.3M 22k 61.84
iStar Financial 0.5 $1.1M 145k 7.82
Royal Dutch Shell 0.5 $1.1M 17k 66.78
Pepsi (PEP) 0.5 $981k 15k 65.35
Emerson Electric (EMR) 0.4 $889k 16k 57.17
Time Warner Cable 0.4 $841k 13k 66.00
Apple (AAPL) 0.4 $794k 2.5k 322.50
International Business Machines (IBM) 0.4 $778k 5.3k 146.71
Quaker Chemical Corporation (KWR) 0.4 $781k 19k 41.65
McDonald's Corporation (MCD) 0.3 $673k 8.8k 76.79
Genomic Health 0.3 $654k 31k 21.38
AES Corporation (AES) 0.3 $565k 46k 12.17
Pfizer (PFE) 0.3 $543k 31k 17.50
Union Pacific Corporation (UNP) 0.3 $543k 5.9k 92.68
Cenovus Energy (CVE) 0.2 $523k 16k 33.27
At&t (T) 0.2 $503k 17k 29.39
American Express Company (AXP) 0.2 $491k 11k 42.89
Berkshire Hathaway (BRK.B) 0.2 $465k 5.8k 80.17
United Parcel Service (UPS) 0.2 $418k 5.8k 72.63
E.I. du Pont de Nemours & Company 0.2 $416k 8.3k 49.88
Mead Johnson Nutrition 0.2 $433k 7.0k 62.26
Kinder Morgan Energy Partners 0.2 $422k 6.0k 70.33
Coca-Cola Company (KO) 0.2 $393k 6.0k 65.83
Verizon Communications (VZ) 0.2 $405k 11k 35.81
Lazard Ltd-cl A shs a 0.2 $399k 10k 39.50
Kimberly-Clark Corporation (KMB) 0.2 $361k 5.7k 63.07
Covidien 0.2 $353k 7.7k 45.68
Caterpillar (CAT) 0.2 $329k 3.5k 93.55
General Mills (GIS) 0.2 $330k 9.3k 35.54
Wal-Mart Stores (WMT) 0.1 $307k 5.7k 53.86
Anadarko Petroleum Corporation 0.1 $309k 4.1k 76.22
Costco Wholesale Corporation (COST) 0.1 $300k 4.2k 72.20
Bristol Myers Squibb (BMY) 0.1 $286k 11k 26.45
ConocoPhillips (COP) 0.1 $304k 4.5k 67.99
Praxair 0.1 $298k 3.1k 95.51
Ultralife (ULBI) 0.1 $297k 45k 6.62
Schlumberger (SLB) 0.1 $280k 3.4k 83.58
Texas Instruments Incorporated (TXN) 0.1 $267k 8.2k 32.56
Deere & Company (DE) 0.1 $257k 3.1k 82.90
Teleflex Inc note 3.875% 8/0 0.1 $263k 250k 1.05
Encana Corp 0.1 $229k 7.8k 29.28
Illinois Tool Works (ITW) 0.1 $230k 4.3k 53.49
iShares S&P Latin America 40 Index (ILF) 0.1 $242k 4.5k 53.78
Bank of New York Mellon Corporation (BK) 0.1 $193k 6.4k 30.27
Consolidated Edison (ED) 0.1 $190k 3.8k 49.65
Merck & Co (MRK) 0.1 $194k 5.4k 36.05
John Wiley & Sons (WLY) 0.1 $181k 4.0k 45.25
National-Oilwell Var 0.1 $175k 2.6k 67.31
Thermo Fisher Scientific (TMO) 0.1 $162k 2.9k 55.48
Qualcomm (QCOM) 0.1 $178k 3.6k 49.44
Devon Energy Corporation (DVN) 0.1 $142k 1.8k 78.54
Dominion Resources (D) 0.1 $142k 3.3k 42.59
Apache Corporation 0.1 $146k 1.2k 118.99
Novartis (NVS) 0.1 $141k 2.4k 58.75
General Dynamics Corporation (GD) 0.1 $157k 2.2k 71.04
Public Service Enterprise (PEG) 0.1 $142k 4.5k 31.91
Suncor Energy (SU) 0.1 $154k 4.0k 38.50
Aberdeen Asia-Pacific Income Fund (FAX) 0.1 $158k 24k 6.72
Cognizant Technology Solutions (CTSH) 0.1 $117k 1.6k 73.12
India Fund (IFN) 0.1 $121k 3.4k 35.25
Hewlett-Packard Company 0.1 $130k 3.1k 41.99
United Technologies Corporation 0.1 $129k 1.6k 78.66
Xerox Corporation 0.1 $136k 1.8k 74.24
EMC Corporation 0.1 $137k 6.0k 22.91
Life Technologies 0.1 $118k 2.1k 55.43
Cibc Cad (CM) 0.1 $126k 1.6k 78.75
WGL Holdings 0.1 $125k 3.5k 35.71
Microsoft Corporation (MSFT) 0.1 $101k 3.6k 28.06
Comcast Corporation 0.1 $113k 5.5k 20.73
Dow Chemical Company 0.1 $107k 3.1k 34.24
Southern Company (SO) 0.1 $115k 3.0k 38.33
Oracle Corporation (ORCL) 0.1 $112k 3.6k 31.40
Charles & Colvard (CTHR) 0.1 $109k 36k 3.01
Essex Rental 0.1 $110k 21k 5.37
Chubb Corporation 0.0 $89k 1.5k 59.33
Norfolk Southern (NSC) 0.0 $94k 1.5k 62.67
Medco Health Solutions 0.0 $79k 1.3k 60.96
Intel Corporation (INTC) 0.0 $85k 4.0k 21.00
Progress Energy 0.0 $83k 1.9k 43.41
Colgate-Palmolive Company (CL) 0.0 $75k 938.00 79.96
Biogen Idec (BIIB) 0.0 $74k 1.1k 67.27
Ingersoll-rand Co Ltd-cl A 0.0 $79k 1.7k 47.02
Aviat Networks 0.0 $92k 18k 5.06
Invesco Van Kampen Bond Fund (VBF) 0.0 $75k 4.0k 18.75
Comcast Corporation (CMCSA) 0.0 $69k 3.1k 22.12
Public Storage (PSA) 0.0 $71k 700.00 101.43
Wells Fargo & Company (WFC) 0.0 $57k 1.8k 30.94
Darden Restaurants (DRI) 0.0 $65k 1.4k 46.43
Amgen (AMGN) 0.0 $58k 1.1k 55.24
Hess (HES) 0.0 $67k 880.00 76.14
Nike (NKE) 0.0 $60k 700.00 85.71
Stryker Corporation (SYK) 0.0 $60k 1.1k 53.33
Vodafone 0.0 $64k 2.4k 26.46
Dell 0.0 $53k 3.9k 13.52
Noble Corporation Com Stk 0.0 $62k 1.7k 35.63
Sirius XM Radio 0.0 $53k 32k 1.64
Southern Union Company 0.0 $72k 3.0k 23.94
Solta Medical 0.0 $67k 22k 3.05
Weatherford International Lt reg 0.0 $54k 2.4k 22.80
Barclays Bank 0.0 $60k 2.4k 25.00
Western Asset Emrg Mkt Incm 0.0 $72k 5.5k 13.12
Infosys Technologies (INFY) 0.0 $46k 600.00 76.67
Charles Schwab Corporation (SCHW) 0.0 $48k 2.8k 17.14
FedEx Corporation (FDX) 0.0 $47k 500.00 94.00
Kraft Foods 0.0 $42k 1.3k 31.44
Sonoco Products Company (SON) 0.0 $51k 1.5k 33.98
Boeing Company (BA) 0.0 $36k 555.00 64.86
Halliburton Company (HAL) 0.0 $37k 900.00 41.11
Tyco Electronics Ltd S hs 0.0 $33k 928.00 35.56
Tyco International Ltd S hs 0.0 $38k 928.00 40.95
Danaher Corporation (DHR) 0.0 $50k 1.1k 47.53
Starbucks Corporation (SBUX) 0.0 $39k 1.2k 32.50
Marriott International (MAR) 0.0 $33k 800.00 41.25
Visa (V) 0.0 $49k 700.00 70.00
Applied Materials (AMAT) 0.0 $39k 2.8k 13.93
Cablevision Systems Corporation 0.0 $34k 1.0k 34.00
Oneok Partners 0.0 $32k 400.00 80.00
SLM Corporation (SLM) 0.0 $23k 1.8k 12.78
Teva Pharmaceutical Industries (TEVA) 0.0 $27k 520.00 51.92
Sony Corporation (SONY) 0.0 $15k 410.00 36.59
3M Company (MMM) 0.0 $30k 350.00 85.71
Coach 0.0 $12k 222.00 54.05
NVIDIA Corporation (NVDA) 0.0 $28k 1.9k 15.14
Adobe Systems Incorporated (ADBE) 0.0 $16k 530.00 30.19
Boston Scientific Corporation (BSX) 0.0 $26k 3.4k 7.65
Medtronic 0.0 $11k 300.00 36.67
Cabot Corporation (CBT) 0.0 $15k 400.00 37.50
Valero Energy Corporation (VLO) 0.0 $21k 900.00 23.33
Plum Creek Timber 0.0 $13k 337.00 38.58
Convergys Corporation 0.0 $17k 1.3k 13.08
Alcoa 0.0 $11k 723.00 15.21
Directv 0.0 $20k 500.00 40.00
Agilent Technologies Inc C ommon (A) 0.0 $22k 533.00 41.28
iShares MSCI EAFE Index Fund (EFA) 0.0 $27k 462.00 58.44
Ford Motor Company (F) 0.0 $18k 1.1k 16.39
Frontier Communications 0.0 $11k 1.1k 9.87
Baidu (BIDU) 0.0 $19k 200.00 95.00
MetLife (MET) 0.0 $20k 447.00 44.74
Zoltek Companies 0.0 $14k 1.2k 11.67
Amylin Pharmaceuticals 0.0 $15k 1.0k 15.00
Aqua America 0.0 $23k 1.0k 22.09
Cameron International Corporation 0.0 $15k 300.00 50.00
Manulife Finl Corp (MFC) 0.0 $31k 1.8k 17.13
General Motors Company (GM) 0.0 $22k 600.00 36.67
Liberty Media 0.0 $3.0k 50.00 60.00
Focus Media Holding 0.0 $5.0k 215.00 23.26
CarMax (KMX) 0.0 $4.0k 124.00 32.26
SunPower Corporation 0.0 $6.0k 500.00 12.00
Xilinx 0.0 $9.0k 300.00 30.00
JetBlue Airways Corporation (JBLU) 0.0 $1.0k 80.00 12.50
Koninklijke Philips Electronics NV (PHG) 0.0 $8.0k 250.00 32.00
CenturyLink 0.0 $2.0k 50.00 40.00
Sprint Nextel Corporation 0.0 $3.0k 760.00 3.95
Cemex SAB de CV (CX) 0.0 $4.0k 398.00 10.05
eBay (EBAY) 0.0 $10k 352.00 28.41
Liberty Media 0.0 $10k 627.00 15.95
Marsh & McLennan Companies (MMC) 0.0 $6.0k 210.00 28.57
Liberty Media 0.0 $8.0k 125.00 64.00
Verigy 0.0 $999.680000 64.00 15.62
PG&E Corporation (PCG) 0.0 $6.0k 123.00 48.78
Ascent Media Corporation 0.0 $384.400000 10.00 38.44
Discovery Communications 0.0 $5.0k 125.00 40.00
Discovery Communications 0.0 $5.0k 125.00 40.00
Fortress Investment 0.0 $999.600000 105.00 9.52
Teledyne Technologies Incorporated (TDY) 0.0 $8.0k 185.00 43.24
Cal-Maine Foods (CALM) 0.0 $9.0k 300.00 30.00
Celera Corporation 0.0 $4.0k 675.00 5.93
Evergreen Solar 0.0 $1.8k 800.00 2.23
Alcatel-Lucent 0.0 $277.680000 78.00 3.56