Kimelman & Baird

Kimelman & Baird as of Dec. 31, 2017

Portfolio Holdings for Kimelman & Baird

Kimelman & Baird holds 116 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Teleflex Incorporated (TFX) 5.0 $35M 142k 248.82
Facebook Inc cl a (META) 4.9 $34M 194k 176.46
Amazon (AMZN) 4.6 $32M 28k 1169.47
JPMorgan Chase & Co. (JPM) 4.3 $30M 285k 106.94
Home Depot (HD) 4.0 $29M 151k 189.53
Exxon Mobil Corporation (XOM) 3.9 $27M 325k 83.64
Waste Management (WM) 3.4 $24M 277k 86.30
Bank of America Corporation (BAC) 3.3 $23M 787k 29.52
Cantel Medical 3.3 $23M 224k 102.87
Copart (CPRT) 3.2 $22M 519k 43.19
Apple (AAPL) 3.1 $22M 129k 169.23
Alphabet Inc Class A cs (GOOGL) 2.7 $19M 18k 1053.42
Dowdupont 2.5 $18M 247k 71.22
MasterCard Incorporated (MA) 2.4 $17M 110k 151.36
Union Pacific Corporation (UNP) 2.4 $17M 124k 134.10
Costco Wholesale Corporation (COST) 2.3 $17M 88k 186.11
Waste Connections (WCN) 2.2 $16M 222k 70.94
Walt Disney Company (DIS) 1.9 $14M 125k 107.51
SPDR S&P Biotech (XBI) 1.9 $13M 153k 84.87
Nike (NKE) 1.8 $13M 206k 62.55
Visa (V) 1.8 $13M 113k 114.02
Digimarc Corporation (DMRC) 1.7 $12M 327k 36.15
PNC Financial Services (PNC) 1.7 $12M 81k 144.29
Minerals Technologies (MTX) 1.7 $12M 169k 68.85
General Electric Company 1.6 $11M 654k 17.45
Emerson Electric (EMR) 1.5 $11M 154k 69.69
Merck & Co (MRK) 1.5 $10M 183k 56.27
Dover Corporation (DOV) 1.4 $10M 101k 100.99
Skyworks Solutions (SWKS) 1.4 $9.7M 102k 94.95
Chevron Corporation (CVX) 1.2 $8.6M 69k 125.19
Camden National Corporation (CAC) 1.2 $8.5M 202k 42.13
Norfolk Southern (NSC) 1.2 $8.1M 56k 144.89
Seagate Technology Com Stk 1.1 $7.9M 190k 41.84
ConocoPhillips (COP) 1.1 $7.8M 141k 54.89
Schlumberger (SLB) 1.1 $7.8M 115k 67.39
Alphabet Inc Class C cs (GOOG) 1.1 $7.4M 7.1k 1046.38
Royal Dutch Shell 1.0 $7.3M 110k 66.71
TJX Companies (TJX) 0.9 $6.7M 88k 76.47
McDonald's Corporation (MCD) 0.9 $6.0M 35k 172.12
M&T Bank Corporation (MTB) 0.8 $5.5M 32k 170.97
Honeywell International (HON) 0.8 $5.5M 36k 153.37
Eli Lilly & Co. (LLY) 0.8 $5.4M 64k 84.46
Pepsi (PEP) 0.6 $4.2M 35k 119.92
Bristol Myers Squibb (BMY) 0.5 $3.6M 59k 61.28
Nextera Energy (NEE) 0.5 $3.3M 21k 156.17
At&t (T) 0.4 $3.1M 79k 38.88
T. Rowe Price New Horizons Fun (PRNHX) 0.4 $3.0M 58k 52.57
Nucor Corporation (NUE) 0.4 $2.9M 46k 63.57
Abbvie (ABBV) 0.4 $2.7M 28k 96.73
Procter & Gamble Company (PG) 0.4 $2.6M 29k 91.88
Johnson & Johnson (JNJ) 0.3 $2.4M 17k 139.74
Kimco Realty Corporation (KIM) 0.3 $2.2M 124k 18.15
Kimberly-Clark Corporation (KMB) 0.3 $2.0M 17k 120.67
3M Company (MMM) 0.3 $2.0M 8.3k 235.39
Colgate-Palmolive Company (CL) 0.2 $1.7M 23k 75.44
FedEx Corporation (FDX) 0.2 $1.7M 6.6k 249.51
Fabrinet (FN) 0.2 $1.6M 56k 28.70
Abbott Laboratories (ABT) 0.2 $1.2M 21k 57.07
International Paper Company (IP) 0.2 $1.1M 19k 57.92
Qualcomm (QCOM) 0.1 $915k 14k 63.99
FMC Corporation (FMC) 0.1 $947k 10k 94.70
First Ban (FNLC) 0.1 $948k 35k 27.24
Weingarten Realty Investors 0.1 $905k 28k 32.88
Enwave Corp (NWVCF) 0.1 $907k 1.1M 0.79
Fresenius Medical Care AG & Co. (FMS) 0.1 $856k 16k 52.58
Express Scripts Holding 0.1 $843k 11k 74.67
United Parcel Service (UPS) 0.1 $763k 6.4k 119.22
Praxair 0.1 $755k 4.9k 154.71
Anadarko Petroleum Corporation 0.1 $674k 13k 53.67
Capital Income Builders Fd Sh (CAIBX) 0.1 $730k 12k 62.81
Amgen (AMGN) 0.1 $626k 3.6k 173.89
Netflix (NFLX) 0.1 $648k 3.4k 192.00
W.R. Grace & Co. 0.1 $609k 8.7k 70.16
Kansas City Southern 0.1 $631k 6.0k 105.17
Genomic Health 0.1 $658k 19k 34.20
Wal-Mart Stores (WMT) 0.1 $543k 5.5k 98.73
EOG Resources (EOG) 0.1 $561k 5.2k 107.88
American Tower Reit (AMT) 0.1 $537k 3.8k 142.71
Alibaba Group Holding (BABA) 0.1 $528k 3.1k 172.27
Cerner Corporation 0.1 $526k 7.8k 67.44
IDEXX Laboratories (IDXX) 0.1 $469k 3.0k 156.33
Laboratory Corp. of America Holdings (LH) 0.1 $479k 3.0k 159.67
QEP Resources 0.1 $482k 50k 9.57
Dominion Resources (D) 0.1 $422k 5.2k 81.14
Quaker Chemical Corporation (KWR) 0.1 $452k 3.0k 150.67
PowerShares Water Resources 0.1 $454k 15k 30.27
Groupe Danone SA (DANOY) 0.1 $420k 25k 16.80
Coca-Cola Company (KO) 0.1 $344k 7.5k 45.87
Altria (MO) 0.1 $348k 4.9k 71.46
Deere & Company (DE) 0.1 $353k 2.3k 156.68
Enbridge (ENB) 0.1 $385k 9.8k 39.13
Microsoft Corporation (MSFT) 0.0 $254k 3.0k 85.58
Philip Morris International (PM) 0.0 $265k 2.5k 105.58
Novo Nordisk A/S (NVO) 0.0 $268k 5.0k 53.60
HDFC Bank (HDB) 0.0 $305k 3.0k 101.67
Zimmer Holdings (ZBH) 0.0 $314k 2.6k 120.77
VMware 0.0 $276k 2.2k 125.45
Tencent Holdings Ltd - (TCEHY) 0.0 $312k 6.0k 52.00
LCNB (LCNB) 0.0 $266k 13k 20.46
Marine Harvest Asa Spons 0.0 $297k 18k 16.97
Advantage Funds Inc Stateg Val mf 0.0 $295k 7.3k 40.14
Gcp Applied Technologies 0.0 $277k 8.7k 31.91
Time Warner 0.0 $229k 2.5k 91.60
Via 0.0 $200k 6.5k 30.77
Spdr S&p 500 Etf (SPY) 0.0 $234k 875.00 267.43
NVIDIA Corporation (NVDA) 0.0 $230k 1.2k 193.28
Verizon Communications (VZ) 0.0 $212k 4.0k 52.91
Texas Instruments Incorporated (TXN) 0.0 $220k 2.1k 104.27
Southern Company (SO) 0.0 $212k 4.4k 48.07
General Dynamics Corporation (GD) 0.0 $224k 1.1k 203.27
Ventas (VTR) 0.0 $236k 3.9k 60.01
Enterprise Products Partners (EPD) 0.0 $212k 8.0k 26.50
John Bean Technologies Corporation (JBT) 0.0 $206k 1.9k 110.93
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.0 $202k 6.0k 33.67
Dreyfus Global Real Estate 0.0 $97k 11k 9.01
IGENE BIOTECHNOLOGY INC Com Stk (IGNE) 0.0 $0 9.0M 0.00