Kimelman & Baird

Kimelman & Baird as of Dec. 31, 2025

Portfolio Holdings for Kimelman & Baird

Kimelman & Baird holds 263 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.9 $77M 284k 271.86
JPMorgan Chase & Co. (JPM) 5.7 $75M 232k 322.22
Amazon (AMZN) 4.9 $64M 275k 230.82
Microsoft Corporation (MSFT) 4.5 $59M 121k 483.62
Costco Wholesale Corporation (COST) 4.2 $54M 63k 862.34
TJX Companies (TJX) 3.9 $51M 332k 153.61
Alphabet Cap Stk Cl A (GOOGL) 3.9 $50M 160k 313.00
Copart (CPRT) 3.7 $48M 1.2M 39.15
Blackstone Group Inc Com Cl A (BX) 3.7 $48M 314k 154.14
Waste Management (WM) 3.6 $46M 211k 219.71
Eli Lilly & Co. (LLY) 3.5 $45M 42k 1074.67
Mastercard Incorporated Cl A (MA) 3.4 $45M 79k 570.88
Bank of America Corporation (BAC) 3.4 $44M 794k 55.00
Home Depot (HD) 3.1 $41M 118k 344.10
Visa Com Cl A (V) 2.9 $37M 106k 350.71
Waste Connections (WCN) 2.6 $33M 189k 175.36
International Business Machines (IBM) 2.4 $31M 105k 296.21
Uber Technologies (UBER) 2.1 $28M 339k 81.71
Boeing Company (BA) 2.0 $26M 117k 217.12
Honeywell International (HON) 1.9 $25M 130k 195.09
KAR Auction Services (OPLN) 1.9 $24M 810k 29.78
Union Pacific Corporation (UNP) 1.8 $24M 102k 231.32
Owens Corning (OC) 1.7 $22M 197k 111.91
Marvell Technology (MRVL) 1.6 $21M 247k 84.98
Dover Corporation (DOV) 1.4 $19M 96k 195.24
Merck & Co (MRK) 1.3 $17M 160k 105.26
Norfolk Southern (NSC) 1.3 $16M 57k 288.72
Medtronic SHS (MDT) 1.3 $16M 169k 96.06
Linde SHS (LIN) 1.2 $15M 36k 426.39
Walt Disney Company (DIS) 1.2 $15M 132k 113.77
NVIDIA Corporation (NVDA) 1.0 $13M 68k 186.50
Nike CL B (NKE) 0.9 $12M 185k 63.71
Exxon Mobil Corporation (XOM) 0.9 $12M 97k 120.34
Emerson Electric (EMR) 0.7 $9.1M 69k 132.72
McDonald's Corporation (MCD) 0.6 $8.3M 27k 305.63
Abbvie (ABBV) 0.5 $7.0M 31k 228.49
Alphabet Cap Stk Cl C (GOOG) 0.5 $6.6M 21k 313.80
Chevron Corporation (CVX) 0.5 $6.2M 41k 152.41
Nucor Corporation (NUE) 0.5 $6.1M 38k 163.11
Camden National Corporation (CAC) 0.5 $6.0M 139k 43.38
M&T Bank Corporation (MTB) 0.5 $6.0M 30k 201.48
Nextera Energy (NEE) 0.4 $5.5M 68k 80.28
Shell Spon Ads (SHEL) 0.4 $4.9M 66k 73.48
Amgen (AMGN) 0.4 $4.7M 14k 327.31
Digimarc Corporation (DMRC) 0.3 $4.5M 681k 6.56
Steris Shs Usd (STE) 0.3 $3.7M 15k 253.52
Ge Aerospace Com New (GE) 0.2 $3.2M 10k 308.03
Abbott Laboratories (ABT) 0.2 $2.9M 24k 125.29
Procter & Gamble Company (PG) 0.2 $2.8M 20k 143.31
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $2.5M 9.0k 275.39
Travelers Companies I 0.2 $2.5M 8.5k 290.06
Marsh & McLennan Companies 0.2 $2.3M 13k 185.52
American Express Company (AXP) 0.2 $2.3M 6.1k 369.95
Johnson & Johnson (JNJ) 0.2 $2.2M 10k 206.95
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.1M 5.4k 396.31
Sensient Technologies Corporation (SXT) 0.1 $1.6M 17k 93.95
Cisco Systems (CSCO) 0.1 $1.5M 20k 77.03
Ecolab (ECL) 0.1 $1.5M 5.7k 262.52
Solstice Advanced Matls Com Shs (SOLS) 0.1 $1.4M 29k 48.58
Kimco Realty Corporation (KIM) 0.1 $1.4M 68k 20.27
Minerals Technologies (MTX) 0.1 $1.3M 22k 60.95
Unilever Spon Adr New (UL) 0.1 $1.2M 19k 65.40
SYSCO Corporation (SYY) 0.1 $1.2M 17k 73.69
Mondelez Intl Cl A (MDLZ) 0.1 $1.2M 23k 53.83
Philip Morris International (PM) 0.1 $1.2M 7.3k 160.40
Pfizer (PFE) 0.1 $1.1M 45k 24.90
Comcast Corp Cl A (CMCSA) 0.1 $1.0M 35k 29.89
EOG Resources (EOG) 0.1 $1.0M 9.7k 105.01
Vistra Energy (VST) 0.1 $1.0M 6.2k 161.33
Kroger (KR) 0.1 $956k 15k 62.48
Novartis Sponsored Adr (NVS) 0.1 $944k 6.9k 137.87
Lumentum Hldgs (LITE) 0.1 $912k 2.5k 368.59
First Ban (FNLC) 0.1 $902k 34k 26.44
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $901k 15k 62.14
Ge Vernova (GEV) 0.1 $901k 1.4k 653.57
Trane Technologies SHS (TT) 0.1 $852k 2.2k 389.20
Bristol Myers Squibb (BMY) 0.1 $837k 16k 53.94
3M Company (MMM) 0.1 $769k 4.8k 160.10
Qualcomm (QCOM) 0.1 $701k 4.1k 171.05
Meta Platforms Cl A (META) 0.1 $678k 1.0k 660.09
Genuine Parts Company (GPC) 0.1 $676k 5.5k 122.96
ConocoPhillips (COP) 0.0 $641k 6.9k 93.61
NiSource (NI) 0.0 $583k 14k 41.76
Utz Brands Com Cl A (UTZ) 0.0 $566k 55k 10.38
General Mills (GIS) 0.0 $555k 12k 46.50
Palo Alto Networks (PANW) 0.0 $553k 3.0k 184.20
News Corp Cl A (NWSA) 0.0 $544k 21k 26.12
Coca-Cola Company (KO) 0.0 $517k 7.4k 69.91
H.B. Fuller Company (FUL) 0.0 $500k 8.4k 59.46
Wendy's/arby's Group (WEN) 0.0 $478k 57k 8.33
International Flavors & Fragrances (IFF) 0.0 $453k 6.7k 67.39
Corteva (CTVA) 0.0 $446k 6.7k 67.03
Smucker J M Com New (SJM) 0.0 $440k 4.5k 97.81
Kimberly-Clark Corporation (KMB) 0.0 $439k 4.4k 100.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $426k 679.00 627.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $380k 557.00 681.92
Qnity Electronics Common Stock (Q) 0.0 $378k 4.6k 81.65
Dupont De Nemours (DD) 0.0 $373k 9.3k 40.20
Dow (DOW) 0.0 $330k 14k 23.38
Pepsi (PEP) 0.0 $323k 2.2k 143.52
Smurfit Westrock SHS (SW) 0.0 $319k 8.3k 38.67
Netflix (NFLX) 0.0 $309k 3.3k 93.76
Ball Corporation (BALL) 0.0 $279k 5.3k 52.97
Colgate-Palmolive Company (CL) 0.0 $277k 3.5k 79.02
Evergy (EVRG) 0.0 $271k 3.7k 72.49
Texas Instruments Incorporated (TXN) 0.0 $260k 1.5k 173.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $251k 500.00 502.65
Ashland (ASH) 0.0 $245k 4.2k 58.67
Regeneron Pharmaceuticals (REGN) 0.0 $242k 314.00 771.87
Fresenius Medical Care Sponsored Adr (FMS) 0.0 $232k 9.7k 23.82
Quaker Chemical Corporation (KWR) 0.0 $217k 1.6k 137.31
EXACT Sciences Corporation (EXAS) 0.0 $203k 2.0k 101.56
Enbridge (ENB) 0.0 $202k 4.2k 47.83
Bank of New York Mellon Corporation (BK) 0.0 $197k 1.7k 116.09
Guardant Health (GH) 0.0 $194k 1.9k 102.14
LCNB (LCNB) 0.0 $189k 12k 16.39
Adobe Systems Incorporated (ADBE) 0.0 $183k 524.00 349.99
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $181k 1.1k 160.97
EQT Corporation (EQT) 0.0 $181k 3.4k 53.60
Archer Daniels Midland Company (ADM) 0.0 $179k 3.1k 57.49
Tesla Motors (TSLA) 0.0 $169k 375.00 449.72
Key (KEY) 0.0 $165k 8.0k 20.64
Teleflex Incorporated (TFX) 0.0 $162k 1.3k 122.03
Duke Energy Corp Com New (DUK) 0.0 $156k 1.3k 117.21
Airbnb Com Cl A (ABNB) 0.0 $156k 1.1k 135.72
Marathon Petroleum Corp (MPC) 0.0 $153k 942.00 162.63
Cummins (CMI) 0.0 $153k 300.00 510.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $149k 2.3k 66.00
Wal-Mart Stores (WMT) 0.0 $143k 1.3k 111.41
Fmc Corp Com New (FMC) 0.0 $139k 10k 13.87
Watts Water Technologies Cl A (WTS) 0.0 $138k 500.00 276.02
Newmont Mining Corporation (NEM) 0.0 $136k 1.4k 99.85
John Bean Technologies Corporation (JBTM) 0.0 $136k 900.00 150.67
Sempra Energy (SRE) 0.0 $132k 1.5k 88.29
Vanguard Index Fds Growth Etf (VUG) 0.0 $127k 261.00 487.86
Kinder Morgan (KMI) 0.0 $124k 4.5k 27.49
Eaton Corp SHS (ETN) 0.0 $123k 387.00 318.51
ConAgra Foods (CAG) 0.0 $120k 6.9k 17.31
Westlake Chemical Corporation (WLK) 0.0 $111k 1.5k 73.94
Palantir Technologies Cl A (PLTR) 0.0 $110k 620.00 177.75
CSX Corporation (CSX) 0.0 $109k 3.0k 36.25
FedEx Corporation (FDX) 0.0 $103k 355.00 288.86
At&t (T) 0.0 $101k 4.1k 24.84
Ameriprise Financial (AMP) 0.0 $98k 200.00 490.34
Carpenter Technology Corporation (CRS) 0.0 $95k 300.00 314.84
Keurig Dr Pepper (KDP) 0.0 $92k 3.3k 28.01
Cme (CME) 0.0 $88k 323.00 273.08
Diageo Spon Adr New (DEO) 0.0 $86k 1.0k 86.27
Lennar Corp Cl A (LEN) 0.0 $85k 825.00 102.80
Vanguard Index Fds Value Etf (VTV) 0.0 $84k 441.00 190.99
Raytheon Technologies 0.0 $84k 456.00 183.40
Dime Cmnty Bancshares (DCOM) 0.0 $82k 2.7k 30.09
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $81k 3.4k 23.69
Phillips 66 (PSX) 0.0 $81k 625.00 129.04
Verizon Communications (VZ) 0.0 $80k 2.0k 40.73
Public Service Enterprise (PEG) 0.0 $72k 900.00 80.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $67k 469.00 143.52
Loews Corporation (L) 0.0 $63k 601.00 105.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $62k 130.00 473.30
Williams Companies (WMB) 0.0 $60k 1.0k 60.11
Asml Holding N V N Y Registry Shs (ASML) 0.0 $59k 55.00 1069.87
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $59k 428.00 136.94
Cognizant Technology Solutio Cl A (CTSH) 0.0 $58k 700.00 83.00
Marriott Intl Cl A (MAR) 0.0 $57k 185.00 310.24
Caterpillar (CAT) 0.0 $57k 100.00 572.87
Zimmer Holdings (ZBH) 0.0 $54k 600.00 89.92
CenterPoint Energy (CNP) 0.0 $54k 1.4k 38.34
Us Bancorp Del Com New (USB) 0.0 $53k 1.0k 53.36
Allegion Ord Shs (ALLE) 0.0 $53k 333.00 159.22
CF Industries Holdings (CF) 0.0 $52k 675.00 77.34
Intuit (INTU) 0.0 $50k 75.00 662.43
Ingersoll Rand (IR) 0.0 $50k 626.00 79.22
Ishares Tr Core Msci Eafe (IEFA) 0.0 $49k 542.00 89.46
Xcel Energy (XEL) 0.0 $48k 652.00 73.86
Deere & Company (DE) 0.0 $47k 100.00 465.57
Delta Air Lines Inc Del Com New (DAL) 0.0 $45k 650.00 69.40
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $44k 488.00 90.00
Motorola Solutions Com New (MSI) 0.0 $42k 110.00 383.33
Lamb Weston Hldgs (LW) 0.0 $42k 999.00 41.89
Yum! Brands (YUM) 0.0 $42k 276.00 151.28
Lowe's Companies (LOW) 0.0 $41k 170.00 241.16
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $40k 284.00 141.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $40k 269.00 148.69
Progressive Corporation (PGR) 0.0 $40k 175.00 227.72
UGI Corporation (UGI) 0.0 $39k 1.1k 37.43
Open Text Corp (OTEX) 0.0 $39k 1.2k 32.58
Chubb (CB) 0.0 $39k 125.00 312.12
Alliant Energy Corporation (LNT) 0.0 $39k 600.00 65.01
Church & Dwight (CHD) 0.0 $37k 440.00 83.85
Darden Restaurants (DRI) 0.0 $37k 200.00 184.02
Oge Energy Corp (OGE) 0.0 $36k 844.00 42.70
Dominion Resources (D) 0.0 $35k 600.00 58.59
Starbucks Corporation (SBUX) 0.0 $35k 416.00 84.21
Churchill Downs (CHDN) 0.0 $34k 300.00 113.78
Cdw (CDW) 0.0 $34k 250.00 136.20
Roper Industries (ROP) 0.0 $33k 75.00 445.13
Dell Technologies CL C (DELL) 0.0 $32k 252.00 125.88
Lauder Estee Cos Cl A (EL) 0.0 $31k 300.00 104.72
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $30k 25.00 1212.00
Intel Corporation (INTC) 0.0 $30k 800.00 36.90
Mosaic (MOS) 0.0 $29k 1.2k 24.09
Fiserv (FI) 0.0 $27k 400.00 67.17
UnitedHealth (UNH) 0.0 $25k 75.00 330.12
Gilead Sciences (GILD) 0.0 $25k 200.00 122.74
WestAmerica Ban (WABC) 0.0 $24k 505.00 47.83
Newmark Group Cl A (NMRK) 0.0 $22k 1.3k 17.34
Boeing Dep Conv Pfd A (BA.PA) 0.0 $21k 300.00 69.06
DNP Select Income Fund (DNP) 0.0 $20k 2.0k 9.99
Target Corp 0.0 $20k 200.00 97.75
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $19k 250.00 75.91
Warner Bros Discovery Com Ser A (WBD) 0.0 $18k 640.00 28.82
Viatris (VTRS) 0.0 $13k 1.1k 12.45
Orion Engineered Carbons (OEC) 0.0 $13k 2.5k 5.28
Yum China Holdings (YUMC) 0.0 $13k 276.00 47.74
Ford Motor Company (F) 0.0 $13k 1.0k 13.12
Millrose Pptys Com Cl A (MRP) 0.0 $12k 412.00 29.87
Wec Energy Group (WEC) 0.0 $12k 116.00 105.47
Etsy (ETSY) 0.0 $11k 200.00 55.44
United Parcel Service CL B (UPS) 0.0 $10k 102.00 98.88
WesBan (WSBC) 0.0 $10k 300.00 33.24
Goldman Sachs Physical Gold Unit (AAAU) 0.0 $9.6k 225.00 42.55
Putnam Premier Income Tr Sh Ben Int (PPT) 0.0 $9.0k 2.5k 3.54
Campbell Soup Company (CPB) 0.0 $8.4k 300.00 27.87
Super Group Sghc Ord Shs (SGHC) 0.0 $4.8k 400.00 11.95
SLB Com Stk (SLB) 0.0 $3.8k 100.00 38.38
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $3.6k 75.00 48.60
Organon & Co Common Stock (OGN) 0.0 $3.2k 450.00 7.17
Liberty Live Holdings Com Shs Ser C (LLYVK) 0.0 $2.7k 32.00 83.19
Metropcs Communications (TMUS) 0.0 $2.6k 13.00 203.08
Agilent Technologies Inc C ommon (A) 0.0 $2.6k 19.00 136.11
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $2.4k 179.00 13.40
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $2.4k 200.00 11.78
Humana (HUM) 0.0 $2.3k 9.00 256.22
Siriusxm Holdings Common Stock (SIRI) 0.0 $2.2k 110.00 20.00
Four Corners Ppty Tr (FCPT) 0.0 $2.1k 90.00 23.07
Coinbase Global Com Cl A (COIN) 0.0 $2.0k 9.00 226.22
The Trade Desk Com Cl A (TTD) 0.0 $1.9k 50.00 37.96
Keysight Technologies (KEYS) 0.0 $1.8k 9.00 203.22
4068594 Enphase Energy (ENPH) 0.0 $1.8k 55.00 32.05
Denison Mines Corp (DNN) 0.0 $1.4k 517.00 2.66
Kraft Heinz (KHC) 0.0 $1.2k 50.00 24.26
Nexgen Energy (NXE) 0.0 $1.2k 131.00 9.21
Chemours (CC) 0.0 $1.2k 100.00 11.79
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $1.1k 56.00 19.27
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $1.1k 150.00 7.18
Kyndryl Hldgs Common Stock (KD) 0.0 $1.1k 40.00 26.57
Oracle Corporation (ORCL) 0.0 $975.000000 5.00 195.00
Nebius Group Shs Class A (NBIS) 0.0 $921.000300 11.00 83.73
Eastman Kodak Com New (KODK) 0.0 $846.000000 100.00 8.46
Servicenow (NOW) 0.0 $766.000000 5.00 153.20
Iqvia Holdings (IQV) 0.0 $677.000100 3.00 225.67
Nektar Therapeutics Com New (NKTR) 0.0 $550.000100 13.00 42.31
Analog Devices (ADI) 0.0 $543.000000 2.00 271.50
Advanced Micro Devices (AMD) 0.0 $429.000000 2.00 214.50
Sprott Fds Tr Uranium Miners E (URNM) 0.0 $385.000000 7.00 55.00
Liberty Global Com Cl C (LBTYK) 0.0 $332.001000 30.00 11.07
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $329.000000 4.00 82.25
Lumen Technologies (LUMN) 0.0 $264.999400 34.00 7.79
Xerox Holdings Corp Com New (XRX) 0.0 $119.000000 50.00 2.38
XP Cl A (XP) 0.0 $50.000100 3.00 16.67
Gopro Cl A (GPRO) 0.0 $36.000000 25.00 1.44
Nokia Corp Sponsored Adr (NOK) 0.0 $26.000000 4.00 6.50
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $0 0 0.00