Kimelman & Baird

Kimelman & Baird as of March 31, 2026

Portfolio Holdings for Kimelman & Baird

Kimelman & Baird holds 263 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.8 $71M 278k 253.79
Costco Wholesale Corporation (COST) 5.1 $63M 63k 996.43
JPMorgan Chase & Co. (JPM) 5.0 $61M 208k 294.16
Amazon (AMZN) 4.7 $57M 274k 208.27
TJX Companies (TJX) 4.3 $53M 329k 159.70
Waste Management (WM) 3.9 $48M 207k 229.79
Alphabet Cap Stk Cl A (GOOGL) 3.7 $46M 158k 287.56
Microsoft Corporation (MSFT) 3.6 $44M 118k 370.17
Copart (CPRT) 3.4 $41M 1.2M 33.20
Home Depot (HD) 3.2 $39M 117k 328.89
Bank of America Corporation (BAC) 3.2 $39M 792k 48.75
Eli Lilly & Co. (LLY) 3.1 $37M 40k 919.76
Blackstone Group Inc Com Cl A (BX) 3.0 $36M 313k 114.99
Mastercard Incorporated Cl A (MA) 2.9 $36M 71k 499.66
Visa Com Cl A (V) 2.5 $31M 102k 302.24
Waste Connections (WCN) 2.4 $29M 181k 162.44
Honeywell International (HON) 2.4 $29M 130k 226.03
International Business Machines (IBM) 2.1 $26M 106k 242.39
Union Pacific Corporation (UNP) 2.0 $25M 102k 242.62
Marvell Technology (MRVL) 2.0 $24M 247k 99.05
Uber Technologies (UBER) 2.0 $24M 339k 71.93
Boeing Company (BA) 1.9 $23M 117k 199.03
KAR Auction Services (OPLN) 1.9 $23M 780k 29.15
Owens Corning (OC) 1.7 $21M 196k 108.22
Dover Corporation (DOV) 1.6 $20M 96k 208.45
Merck & Co (MRK) 1.6 $19M 160k 120.29
Linde SHS (LIN) 1.5 $18M 36k 495.76
Exxon Mobil Corporation (XOM) 1.4 $17M 97k 169.66
Medtronic SHS (MDT) 1.2 $15M 170k 86.65
NVIDIA Corporation (NVDA) 1.2 $15M 84k 174.40
Walt Disney Company (DIS) 1.1 $13M 133k 96.38
Nike CL B (NKE) 0.8 $10M 190k 52.82
Emerson Electric (EMR) 0.7 $9.0M 69k 131.02
Regeneron Pharmaceuticals (REGN) 0.7 $8.4M 11k 772.64
Chevron Corporation (CVX) 0.7 $8.4M 40k 206.90
McDonald's Corporation (MCD) 0.7 $8.4M 27k 310.79
Cisco Systems (CSCO) 0.6 $7.5M 97k 77.59
Abbvie (ABBV) 0.5 $6.7M 31k 217.49
Camden National Corporation (CAC) 0.5 $6.6M 138k 47.45
Nextera Energy (NEE) 0.5 $6.4M 68k 92.88
Nucor Corporation (NUE) 0.5 $6.3M 38k 169.10
M&T Bank Corporation (MTB) 0.5 $6.2M 30k 206.72
Shell Spon Ads (SHEL) 0.5 $6.2M 66k 93.00
Amgen (AMGN) 0.4 $5.0M 14k 351.85
Digimarc Corporation (DMRC) 0.3 $4.1M 839k 4.91
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $3.5M 9.0k 391.76
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.1M 11k 286.86
Ge Aerospace Com New (GE) 0.2 $2.9M 10k 283.77
Procter & Gamble Company (PG) 0.2 $2.9M 20k 144.44
American Express Company (AXP) 0.2 $2.8M 9.3k 302.48
Steris Shs Usd (STE) 0.2 $2.8M 13k 221.13
Johnson & Johnson (JNJ) 0.2 $2.6M 11k 244.44
Travelers Companies (TRV) 0.2 $2.5M 8.5k 291.68
Abbott Laboratories (ABT) 0.2 $2.4M 24k 102.67
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.3M 5.4k 430.29
Marsh & McLennan Companies (MRSH) 0.2 $2.2M 13k 173.45
Lumentum Hldgs (LITE) 0.1 $1.7M 2.4k 702.76
Kimco Realty Corporation (KIM) 0.1 $1.5M 68k 22.47
Minerals Technologies (MTX) 0.1 $1.5M 22k 70.92
Ecolab (ECL) 0.1 $1.5M 5.7k 266.02
Sensient Technologies Corporation (SXT) 0.1 $1.4M 17k 86.44
EOG Resources (EOG) 0.1 $1.4M 9.4k 144.57
Mondelez Intl Cl A (MDLZ) 0.1 $1.3M 22k 57.64
Pfizer (PFE) 0.1 $1.2M 43k 28.08
Philip Morris International (PM) 0.1 $1.2M 7.3k 165.34
Ge Vernova (GEV) 0.1 $1.2M 1.4k 872.90
SYSCO Corporation (SYY) 0.1 $1.2M 17k 71.33
Kroger (KR) 0.1 $1.1M 15k 72.36
Spdr Index Shs Fds State Street Spd (GNR) 0.1 $1.1M 15k 74.67
Unilever Spon Adr New (UL) 0.1 $1.1M 19k 56.97
Novartis Sponsored Adr (NVS) 0.1 $1.0M 6.9k 152.75
First Ban (FNLC) 0.1 $999k 36k 28.03
Comcast Corp Cl A (CMCSA) 0.1 $999k 35k 28.71
Bristol Myers Squibb (BMY) 0.1 $942k 16k 60.65
Vistra Energy (VST) 0.1 $932k 6.2k 150.33
Trane Technologies SHS (TT) 0.1 $913k 2.2k 416.74
ConocoPhillips (COP) 0.1 $904k 6.9k 132.00
4068594 Enphase Energy (ENPH) 0.1 $667k 18k 37.81
NiSource (NI) 0.1 $651k 14k 46.66
Meta Platforms Cl A (META) 0.0 $588k 1.0k 572.13
Genuine Parts Company (GPC) 0.0 $582k 5.5k 105.75
Coca-Cola Company (KO) 0.0 $563k 7.4k 76.05
Corteva (CTVA) 0.0 $557k 6.7k 83.71
Qnity Electronics Common Stock (Q) 0.0 $535k 4.6k 115.38
Dow (DOW) 0.0 $530k 13k 41.65
Qualcomm (QCOM) 0.0 $528k 4.1k 128.78
News Corp Cl A (NWSA) 0.0 $519k 21k 24.93
H.B. Fuller Company (FUL) 0.0 $518k 8.4k 61.68
International Flavors & Fragrances (IFF) 0.0 $487k 6.7k 72.55
Palo Alto Networks (PANW) 0.0 $481k 3.0k 160.32
General Mills (GIS) 0.0 $445k 12k 37.22
Utz Brands Com Cl A (UTZ) 0.0 $443k 56k 7.92
Smucker J M Com New (SJM) 0.0 $434k 4.5k 96.44
Dupont De Nemours (DD) 0.0 $425k 9.3k 45.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $406k 679.00 597.55
Palantir Technologies Cl A (PLTR) 0.0 $362k 2.5k 146.28
Pepsi (PEP) 0.0 $361k 2.3k 155.29
Wendy's/arby's Group (WEN) 0.0 $350k 50k 6.95
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $346k 532.00 650.34
Netflix (NFLX) 0.0 $326k 3.4k 96.15
Ball Corporation (BALL) 0.0 $311k 5.3k 59.11
Evergy (EVRG) 0.0 $306k 3.7k 81.92
Colgate-Palmolive Company (CL) 0.0 $298k 3.5k 85.23
Texas Instruments Incorporated (TXN) 0.0 $291k 1.5k 194.14
Newmont Mining Corporation (NEM) 0.0 $231k 2.1k 108.25
Marathon Petroleum Corp (MPC) 0.0 $230k 942.00 244.18
Enbridge (ENB) 0.0 $229k 4.2k 54.14
Archer Daniels Midland Company (ADM) 0.0 $226k 3.1k 72.69
Fresenius Medical Care Sponsored Adr (FMS) 0.0 $220k 9.7k 22.56
EQT Corporation (EQT) 0.0 $215k 3.4k 63.64
Wal-Mart Stores (WMT) 0.0 $212k 1.7k 124.28
Bank of New York Mellon Corporation (BK) 0.0 $202k 1.7k 118.63
Quaker Chemical Corporation (KWR) 0.0 $197k 1.6k 124.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $192k 400.00 479.20
LCNB (LCNB) 0.0 $179k 12k 15.59
Guardant Health (GH) 0.0 $176k 1.9k 92.37
Westlake Chemical Corporation (WLK) 0.0 $175k 1.5k 116.82
Duke Energy Corp Com New (DUK) 0.0 $174k 1.3k 130.94
Fmc Corp Com New (FMC) 0.0 $172k 10k 17.22
Servicenow (NOW) 0.0 $172k 1.6k 104.55
Cummins (CMI) 0.0 $161k 300.00 538.02
Key (KEY) 0.0 $160k 8.0k 20.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $152k 2.3k 67.53
Ashland (ASH) 0.0 $152k 2.7k 55.61
Kinder Morgan (KMI) 0.0 $151k 4.5k 33.53
Sempra Energy (SRE) 0.0 $146k 1.5k 97.17
Watts Water Technologies Cl A (WTS) 0.0 $145k 500.00 290.29
Airbnb Com Cl A (ABNB) 0.0 $145k 1.1k 126.28
Tesla Motors (TSLA) 0.0 $144k 388.00 371.75
Eaton Corp SHS (ETN) 0.0 $138k 387.00 357.67
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $133k 1.1k 118.62
Kimberly-Clark Corporation (KMB) 0.0 $130k 1.4k 96.47
Adobe Systems Incorporated (ADBE) 0.0 $127k 524.00 243.08
FedEx Corporation (FDX) 0.0 $126k 355.00 356.18
CSX Corporation (CSX) 0.0 $123k 3.0k 41.05
Carpenter Technology Corporation (CRS) 0.0 $118k 300.00 394.15
At&t (T) 0.0 $118k 4.1k 28.99
3M Company (MMM) 0.0 $116k 800.00 145.23
John Bean Technologies Corporation (JBTM) 0.0 $115k 900.00 127.87
Vanguard Index Fds Growth Etf (VUG) 0.0 $114k 261.00 436.79
Phillips 66 (PSX) 0.0 $114k 625.00 182.18
Solstice Advanced Matls Com Shs (SOLS) 0.0 $110k 1.4k 76.16
Raytheon Technologies Corp (RTX) 0.0 $104k 537.00 192.90
Verizon Communications (VZ) 0.0 $103k 2.0k 50.20
Cme (CME) 0.0 $95k 323.00 295.35
Dime Cmnty Bancshares (DCOM) 0.0 $92k 2.7k 33.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $92k 619.00 148.10
Ameriprise Financial (AMP) 0.0 $89k 200.00 444.40
Caterpillar (CAT) 0.0 $88k 124.00 708.47
CF Industries Holdings (CF) 0.0 $88k 675.00 129.84
Vanguard Index Fds Value Etf (VTV) 0.0 $87k 441.00 196.20
Keurig Dr Pepper (KDP) 0.0 $86k 3.3k 26.33
Weyerhaeuser Com New (WY) 0.0 $83k 3.4k 24.43
Teleflex Incorporated (TFX) 0.0 $76k 631.00 119.58
Diageo Spon Adr New (DEO) 0.0 $75k 1.0k 74.45
Public Service Enterprise (PEG) 0.0 $73k 900.00 80.95
Williams Companies (WMB) 0.0 $73k 1.0k 72.78
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $73k 55.00 1320.84
Lennar Corp Cl A (LEN) 0.0 $72k 825.00 86.84
Loews Corporation (L) 0.0 $64k 601.00 106.74
CenterPoint Energy (CNP) 0.0 $60k 1.4k 43.16
Marriott Intl Cl A (MAR) 0.0 $57k 175.00 327.07
Deere & Company (DE) 0.0 $56k 100.00 563.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $55k 130.00 426.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $55k 428.00 128.12
Zimmer Holdings (ZBH) 0.0 $54k 600.00 90.42
Us Bancorp Com New (USB) 0.0 $52k 1.0k 52.01
Xcel Energy (XEL) 0.0 $52k 652.00 79.44
International Paper Company (IP) 0.0 $52k 1.5k 35.70
Lowe's Companies (LOW) 0.0 $51k 215.00 236.28
Ingersoll Rand (IR) 0.0 $50k 626.00 80.12
Ishares Tr Core Msci Eafe (IEFA) 0.0 $49k 542.00 90.53
Allegion Ord Shs (ALLE) 0.0 $48k 333.00 145.29
Motorola Solutions Com New (MSI) 0.0 $48k 110.00 433.97
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $46k 488.00 94.24
Delta Air Lines Com New (DAL) 0.0 $43k 650.00 66.48
Alliant Energy Corporation (LNT) 0.0 $43k 600.00 71.76
Cognizant Technology Solutio Cl A (CTSH) 0.0 $43k 700.00 61.35
Yum! Brands (YUM) 0.0 $43k 276.00 155.48
Lamb Weston Hldgs (LW) 0.0 $42k 999.00 42.26
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $41k 284.00 145.74
Dell Technologies CL C (DELL) 0.0 $41k 252.00 164.13
Church & Dwight (CHD) 0.0 $41k 440.00 93.32
Chubb (CB) 0.0 $41k 125.00 325.94
Oge Energy Corp (OGE) 0.0 $41k 844.00 47.96
Darden Restaurants (DRI) 0.0 $39k 200.00 196.04
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $38k 269.00 142.43
UGI Corporation (UGI) 0.0 $38k 1.1k 36.42
Starbucks Corporation (SBUX) 0.0 $37k 416.00 89.59
Dominion Resources (D) 0.0 $37k 600.00 61.82
Intel Corporation (INTC) 0.0 $35k 800.00 44.13
Progressive Corporation (PGR) 0.0 $35k 175.00 198.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $32k 432.00 75.10
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.0 $29k 25.00 1155.00
Norfolk Southern (NSC) 0.0 $29k 100.00 287.00
Gilead Sciences (GILD) 0.0 $28k 200.00 139.37
Churchill Downs (CHDN) 0.0 $27k 300.00 89.83
Open Text Corp (OTEX) 0.0 $27k 1.2k 22.24
Target Corporation (TGT) 0.0 $24k 200.00 121.20
Smurfit Westrock SHS (SW) 0.0 $22k 550.00 39.85
DNP Select Income Fund (DNP) 0.0 $21k 2.0k 10.30
Morgan Stanley Com New (MS) 0.0 $20k 120.00 164.57
Boeing Dep Conv Pfd A (BA.PA) 0.0 $20k 300.00 64.88
Newmark Group Cl A (NMRK) 0.0 $19k 1.3k 14.99
Lockheed Martin Corporation (LMT) 0.0 $18k 30.00 604.40
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $18k 250.00 70.51
Warner Bros Discovery Com Ser A (WBD) 0.0 $18k 640.00 27.46
UnitedHealth (UNH) 0.0 $15k 54.00 270.59
Yum China Holdings (YUMC) 0.0 $14k 276.00 48.78
Wec Energy Group (WEC) 0.0 $13k 116.00 115.78
WestAmerica Ban (WABC) 0.0 $13k 250.00 52.15
Oracle Corporation (ORCL) 0.0 $12k 81.00 147.11
Ford Motor Company (F) 0.0 $12k 1.0k 11.54
Corning Incorporated (GLW) 0.0 $11k 83.00 135.98
Valero Energy Corporation (VLO) 0.0 $11k 45.00 247.09
Goldman Sachs Physical Gold Unit (AAAU) 0.0 $10k 225.00 46.19
WesBan (WSBC) 0.0 $10k 300.00 34.49
Broadcom (AVGO) 0.0 $10k 33.00 309.52
United Parcel Svcs CL B (UPS) 0.0 $10k 102.00 98.08
Etsy (ETSY) 0.0 $10k 200.00 49.98
Putnam Premier Income Tr Sh Ben Int (PPT) 0.0 $9.0k 2.5k 3.55
Acv Auctions Com Cl A (ACVA) 0.0 $8.1k 1.9k 4.24
Campbell Soup Company (CPB) 0.0 $6.7k 300.00 22.27
Viatris (VTRS) 0.0 $6.2k 459.00 13.51
Super Group Sghc Ord Shs (SGHC) 0.0 $4.3k 400.00 10.80
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $3.8k 75.00 50.31
Orion Engineered Carbons (OEC) 0.0 $3.3k 500.00 6.50
Metropcs Communications (TMUS) 0.0 $2.7k 13.00 210.08
Organon & Co Common Stock (OGN) 0.0 $2.7k 450.00 5.99
SLB Com Stk (SLB) 0.0 $2.6k 50.00 51.40
Keysight Technologies (KEYS) 0.0 $2.5k 9.00 282.44
Siriusxm Holdings Common Stock (SIRI) 0.0 $2.5k 110.00 23.08
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $2.4k 56.00 42.91
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $2.2k 200.00 11.02
Agilent Technologies Inc C ommon (A) 0.0 $2.2k 19.00 114.00
Four Corners Ppty Tr (FCPT) 0.0 $2.1k 90.00 23.66
Denison Mines Corp (DNN) 0.0 $1.8k 517.00 3.53
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $1.6k 179.00 9.02
ConAgra Foods (CAG) 0.0 $1.6k 100.00 15.72
Coinbase Global Com Cl A (COIN) 0.0 $1.6k 9.00 174.67
Humana (HUM) 0.0 $1.6k 9.00 173.44
Nexgen Energy (NXE) 0.0 $1.5k 131.00 11.60
Liberty Live Holdings Com Shs Ser C (LLYVK) 0.0 $1.5k 16.00 94.12
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $1.3k 150.00 8.38
Nebius Group Shs Class A (NBIS) 0.0 $1.1k 11.00 103.82
The Trade Desk Com Cl A (TTD) 0.0 $1.1k 50.00 22.70
Kraft Heinz (KHC) 0.0 $1.1k 50.00 22.50
Nektar Therapeutics Com New (NKTR) 0.0 $936.000000 13.00 72.00
Eastman Kodak Com New (KODK) 0.0 $905.000000 100.00 9.05
Analog Devices (ADI) 0.0 $637.000000 2.00 318.50
Kyndryl Hldgs Common Stock (KD) 0.0 $525.000000 40.00 13.12
Iqvia Holdings (IQV) 0.0 $512.000100 3.00 170.67
Sprott Fds Tr Uranium Miners E (URNM) 0.0 $442.999900 7.00 63.29
Advanced Micro Devices (AMD) 0.0 $407.000000 2.00 203.50
Liberty Global Com Cl C (LBTYK) 0.0 $351.999000 30.00 11.73
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $285.000000 4.00 71.25
Lumen Technologies (LUMN) 0.0 $237.000400 34.00 6.97
Xerox Holdings Corp Com New (XRX) 0.0 $65.000000 50.00 1.30
XP Cl A (XP) 0.0 $57.999900 3.00 19.33
Nokia Corp Sponsored Adr (NOK) 0.0 $33.000000 4.00 8.25
Gopro Cl A (GPRO) 0.0 $20.000000 25.00 0.80
Xerox Holdings Corp *w Exp 02/11/202 (XRXDW) 0.0 $3.000000 25.00 0.12
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $0 0 0.00