Kimelman & Baird

Kimelman & Baird as of June 30, 2026

Portfolio Holdings for Kimelman & Baird

Kimelman & Baird holds 261 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.9 $80M 276k 289.36
Marvell Technology (MRVL) 5.2 $71M 238k 297.89
JPMorgan Chase & Co. (JPM) 5.0 $68M 207k 327.33
Amazon (AMZN) 4.8 $65M 272k 238.34
Costco Wholesale Corporation (COST) 4.3 $59M 63k 935.47
Alphabet Cap Stk Cl A (GOOGL) 4.1 $56M 156k 357.37
TJX Companies (TJX) 3.7 $50M 327k 151.50
Eli Lilly & Co. (LLY) 3.6 $48M 40k 1199.42
Bank of America Corporation (BAC) 3.3 $45M 786k 56.98
Waste Management (WM) 3.3 $45M 201k 222.88
Microsoft Corporation (MSFT) 3.2 $44M 118k 373.02
Home Depot (HD) 3.0 $41M 117k 352.68
Blackstone Group Inc Com Cl A (BX) 2.7 $37M 310k 117.67
Mastercard Incorporated Cl A (MA) 2.7 $36M 70k 513.60
Visa Com Cl A (V) 2.6 $35M 102k 343.09
Copart (CPRT) 2.6 $35M 1.2M 28.19
KAR Auction Services (OPLN) 2.3 $31M 763k 41.24
Owens Corning (OC) 2.3 $31M 196k 158.96
International Business Machines (IBM) 2.2 $30M 108k 281.21
Waste Connections (WCN) 2.2 $30M 179k 166.69
Union Pacific Corporation (UNP) 2.1 $28M 102k 272.00
Boeing Company (BA) 1.9 $26M 118k 216.47
Uber Technologies (UBER) 1.8 $25M 339k 72.16
Dover Corporation (DOV) 1.6 $22M 96k 224.28
Merck & Co (MRK) 1.5 $21M 160k 128.50
Linde SHS (LIN) 1.4 $19M 36k 518.94
Regeneron Pharmaceuticals (REGN) 1.3 $17M 28k 623.54
NVIDIA Corporation (NVDA) 1.2 $17M 84k 200.09
Honeywell International (HON) 1.1 $15M 65k 223.90
Honeywell Aerospace (HONA) 1.0 $14M 64k 221.08
Exxon Mobil Corporation (XOM) 1.0 $13M 97k 136.72
Medtronic SHS (MDT) 0.9 $13M 164k 78.23
Cisco Systems (CSCO) 0.8 $12M 98k 117.46
4068594 Enphase Energy (ENPH) 0.7 $10M 205k 49.24
Emerson Electric (EMR) 0.7 $9.8M 69k 143.15
Digimarc Parent (DMRC) 0.7 $9.0M 1.1M 8.22
Seagate Technology Hldngs Pl Ord Shs (STX) 0.6 $8.7M 9.0k 965.00
Nucor Corporation (NUE) 0.6 $8.3M 37k 222.75
Abbvie (ABBV) 0.6 $7.7M 31k 251.64
Camden National Corporation (CAC) 0.5 $7.4M 137k 54.22
McDonald's Corporation (MCD) 0.5 $7.3M 27k 270.31
M&T Bank Corporation (MTB) 0.5 $7.1M 30k 238.01
Chevron Corporation (CVX) 0.5 $6.7M 40k 165.76
Nextera Energy (NEE) 0.4 $6.0M 68k 87.77
Netflix (NFLX) 0.4 $5.7M 80k 71.40
Amgen (AMGN) 0.4 $5.2M 14k 362.12
Shell Spon Ads (SHEL) 0.4 $5.1M 66k 77.54
Ge Aerospace Com New (GE) 0.3 $3.8M 10k 373.73
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.7M 11k 353.33
American Express Company (AXP) 0.3 $3.7M 11k 338.25
Procter & Gamble Company (PG) 0.2 $2.9M 20k 146.64
Travelers Companies (TRV) 0.2 $2.8M 8.5k 330.12
Steris Shs Usd (STE) 0.2 $2.7M 13k 210.57
Johnson & Johnson (JNJ) 0.2 $2.6M 10k 253.97
Abbott Laboratories (ABT) 0.2 $2.1M 24k 90.74
Marsh & McLennan Companies (MRSH) 0.2 $2.1M 13k 166.67
Sensient Technologies Corporation (SXT) 0.2 $2.1M 17k 123.29
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.0M 5.4k 368.38
Lumentum Hldgs (LITE) 0.1 $1.9M 2.3k 858.06
Kimco Realty Corporation (KIM) 0.1 $1.7M 68k 25.35
Ge Vernova (GEV) 0.1 $1.6M 1.4k 1174.86
Minerals Technologies (MTX) 0.1 $1.6M 22k 73.97
Ecolab (ECL) 0.1 $1.6M 5.7k 278.61
SYSCO Corporation (SYY) 0.1 $1.4M 17k 83.58
Philip Morris International (PM) 0.1 $1.3M 7.3k 180.91
Mondelez Intl Cl A (MDLZ) 0.1 $1.3M 22k 57.84
First Ban (FNLC) 0.1 $1.2M 36k 34.82
EOG Resources (EOG) 0.1 $1.2M 9.4k 129.73
Unilever Spon Adr New (UL) 0.1 $1.1M 19k 60.12
Novartis Sponsored Adr (NVS) 0.1 $1.1M 6.9k 156.72
Palo Alto Networks (PANW) 0.1 $1.0M 3.1k 341.02
Pfizer (PFE) 0.1 $1.0M 43k 24.08
Vistra Energy (VST) 0.1 $999k 6.3k 158.63
Utz Brands Com Cl A (UTZ) 0.1 $990k 129k 7.70
Trane Technologies SHS (TT) 0.1 $987k 2.0k 491.16
Spdr Index Shs Fds St Str Nat Etf (GNR) 0.1 $976k 15k 67.31
Bristol Myers Squibb (BMY) 0.1 $895k 16k 57.62
Comcast Corp Cl A (CMCSA) 0.1 $854k 35k 24.55
Kroger (KR) 0.1 $850k 15k 55.53
Qualcomm (QCOM) 0.1 $758k 4.1k 184.79
Qnity Electronics Common Stock (Q) 0.1 $757k 4.6k 163.31
ConocoPhillips (COP) 0.1 $712k 6.9k 103.96
NiSource (NI) 0.0 $663k 14k 47.55
Genuine Parts Company (GPC) 0.0 $649k 5.5k 117.98
Meta Platforms Cl A (META) 0.0 $625k 1.1k 563.29
Coca-Cola Company (KO) 0.0 $601k 7.4k 81.27
Corteva (CTVA) 0.0 $563k 6.7k 84.69
International Flavors & Fragrances (IFF) 0.0 $532k 6.7k 79.22
News Corp Cl A (NWSA) 0.0 $517k 21k 24.83
Smucker J M Com New (SJM) 0.0 $506k 4.5k 112.50
H.B. Fuller Company (FUL) 0.0 $490k 8.4k 58.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $476k 694.00 686.48
Texas Instruments Incorporated (TXN) 0.0 $447k 1.5k 298.07
Dupont De Nemours Common Stock (DD) 0.0 $419k 3.1k 135.64
Wendy's/arby's Group (WEN) 0.0 $417k 50k 8.29
Palantir Technologies Cl A (PLTR) 0.0 $398k 3.4k 116.67
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $397k 532.00 746.77
Walt Disney Company (DIS) 0.0 $380k 4.0k 96.26
Dow (DOW) 0.0 $348k 13k 27.36
Ball Corporation (BALL) 0.0 $329k 5.3k 62.40
Evergy (EVRG) 0.0 $323k 3.7k 86.43
Colgate-Palmolive Company (CL) 0.0 $321k 3.5k 91.68
Pepsi (PEP) 0.0 $315k 2.3k 135.40
General Mills (GIS) 0.0 $304k 8.7k 34.80
Acv Auctions Com Cl A (ACVA) 0.0 $294k 41k 7.19
Guardant Health (GH) 0.0 $285k 1.9k 150.03
Quaker Chemical Corporation (KWR) 0.0 $251k 1.6k 158.87
Bank of New York Mellon Corporation (BNY) 0.0 $246k 1.7k 144.61
Marathon Petroleum Corp (MPC) 0.0 $241k 942.00 255.67
Archer Daniels Midland Company (ADM) 0.0 $238k 3.1k 76.40
Enbridge (ENB) 0.0 $229k 4.2k 54.21
Fresenius Medical Care Sponsored Adr (FMS) 0.0 $220k 9.7k 22.61
LCNB (LCNB) 0.0 $202k 12k 17.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $200k 400.00 500.39
Newmont Mining Corporation (NEM) 0.0 $199k 2.1k 93.40
Watts Water Technologies Cl A (WTS) 0.0 $196k 500.00 391.45
Key (KEY) 0.0 $184k 8.0k 23.05
EQT Corporation (EQT) 0.0 $179k 3.4k 53.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $174k 2.3k 77.11
Duke Energy Corp Com New (DUK) 0.0 $169k 1.3k 126.58
Tesla Motors (TSLA) 0.0 $168k 399.00 420.60
Eaton Corp SHS (ETN) 0.0 $165k 387.00 426.12
Kimberly-Clark Corporation (KMB) 0.0 $148k 1.4k 109.77
Kinder Morgan (KMI) 0.0 $144k 4.5k 31.97
Cummins (CMI) 0.0 $143k 200.00 713.21
CSX Corporation (CSX) 0.0 $143k 3.0k 47.53
Sempra Energy (SRE) 0.0 $139k 1.5k 92.71
Vanguard Index Fds Growth Etf (VUG) 0.0 $135k 1.6k 86.14
Caterpillar (CAT) 0.0 $132k 124.00 1064.90
John Bean Technologies Corporation (JBTM) 0.0 $131k 900.00 145.00
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $129k 1.1k 114.18
Solstice Advanced Matls Com Shs (SOLS) 0.0 $128k 1.4k 88.60
Fmc Corp Com New (FMC) 0.0 $115k 10k 11.50
FedEx Corporation (FDX) 0.0 $111k 355.00 313.13
Westlake Chemical Corporation (WLK) 0.0 $110k 1.5k 73.00
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $109k 55.00 1989.45
Dell Technologies CL C (DELL) 0.0 $109k 252.00 431.46
Adobe Systems Incorporated (ADBE) 0.0 $107k 523.00 205.02
Keurig Dr Pepper (KDP) 0.0 $107k 3.3k 32.73
Phillips 66 (PSX) 0.0 $106k 625.00 169.05
Raytheon Technologies Corp (RTX) 0.0 $102k 537.00 189.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $98k 619.00 158.03
Vanguard Index Fds Value Etf (VTV) 0.0 $96k 441.00 217.93
Ashland (ASH) 0.0 $94k 1.4k 65.89
Ameriprise Financial (AMP) 0.0 $92k 200.00 458.76
Verizon Communications (VZ) 0.0 $87k 2.0k 42.34
At&t (T) 0.0 $84k 4.1k 20.70
Weyerhaeuser Com New (WY) 0.0 $82k 3.4k 23.94
Nike CL B (NKE) 0.0 $81k 2.0k 41.06
Diageo Spon Adr New (DEO) 0.0 $80k 1.0k 80.38
Wal-Mart Stores (WMT) 0.0 $80k 709.00 113.26
Teleflex Incorporated (TFX) 0.0 $79k 627.00 126.70
Franco-Nevada Corporation (FNV) 0.0 $75k 360.00 208.44
Lennar Corp Cl A (LEN) 0.0 $75k 825.00 90.49
Williams Companies (WMB) 0.0 $74k 1.0k 74.34
CF Industries Holdings (CF) 0.0 $73k 675.00 108.26
Public Service Enterprise (PEG) 0.0 $73k 900.00 81.16
Cme (CME) 0.0 $71k 323.00 220.83
Loews Corporation (L) 0.0 $68k 601.00 113.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $65k 520.00 124.17
Deere & Company (DE) 0.0 $63k 100.00 634.33
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $63k 428.00 146.41
Carpenter Technology Corporation (CRS) 0.0 $62k 100.00 616.84
CenterPoint Energy (CNP) 0.0 $62k 1.4k 44.04
Delta Air Lines Com New (DAL) 0.0 $61k 650.00 93.66
Us Bancorp Com New (USB) 0.0 $60k 1.0k 60.40
Marriott Intl Cl A (MAR) 0.0 $58k 157.00 370.59
Airbnb Com Cl A (ABNB) 0.0 $57k 401.00 143.10
Intel Corporation (INTC) 0.0 $56k 400.00 139.63
International Paper Company (IP) 0.0 $55k 1.5k 38.10
Xcel Energy (XEL) 0.0 $52k 652.00 80.30
Ishares Tr Core Msci Eafe (IEFA) 0.0 $52k 542.00 96.58
Zimmer Holdings (ZBH) 0.0 $52k 600.00 86.09
Ingersoll Rand (IR) 0.0 $51k 626.00 81.99
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $48k 488.00 98.20
Lowe's Companies (LOW) 0.0 $47k 215.00 220.49
Allegion Ord Shs (ALLE) 0.0 $47k 333.00 140.49
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $47k 284.00 164.60
Alliant Energy Corporation (LNT) 0.0 $46k 600.00 76.29
Motorola Solutions Com New (MSI) 0.0 $46k 110.00 415.29
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $44k 269.00 164.27
Yum! Brands (YUM) 0.0 $44k 276.00 159.86
Lamb Weston Hldgs (LW) 0.0 $43k 999.00 43.18
Church & Dwight (CHD) 0.0 $43k 440.00 96.88
Chubb (CB) 0.0 $43k 125.00 340.74
Starbucks Corporation (SBUX) 0.0 $43k 416.00 102.19
Darden Restaurants (DRI) 0.0 $41k 200.00 206.01
Oge Energy Corp (OGE) 0.0 $41k 844.00 48.66
Dominion Resources (D) 0.0 $41k 600.00 68.29
Progressive Corporation (PGR) 0.0 $38k 175.00 218.45
UGI Corporation (UGI) 0.0 $36k 1.1k 34.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $36k 432.00 83.75
Norfolk Southern (NSC) 0.0 $32k 100.00 314.59
Cognizant Technology Solutio Cl A (CTSH) 0.0 $27k 700.00 38.73
Churchill Downs (CHDN) 0.0 $27k 300.00 89.64
Open Text Corp (OTEX) 0.0 $27k 1.2k 22.15
Fedex Fght Hldg Common Stock (FDXF) 0.0 $26k 175.00 151.00
Target Corporation (TGT) 0.0 $26k 200.00 130.61
Smurfit Westrock SHS (SW) 0.0 $25k 550.00 46.26
Gilead Sciences (GILD) 0.0 $25k 200.00 126.34
Morgan Stanley Com New (MS) 0.0 $25k 120.00 209.04
UnitedHealth (UNH) 0.0 $22k 54.00 415.65
Corning Incorporated (GLW) 0.0 $21k 83.00 255.43
Newmark Group Cl A (NMRK) 0.0 $19k 1.3k 15.11
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $17k 100.00 170.86
Warner Bros Discovery Com Ser A (WBD) 0.0 $17k 640.00 26.66
Lockheed Martin Corporation (LMT) 0.0 $15k 30.00 509.47
Etsy (ETSY) 0.0 $15k 200.00 75.33
Servicenow (NOW) 0.0 $14k 145.00 99.28
Ford Motor Company (F) 0.0 $14k 1.0k 13.90
Wec Energy Group (WEC) 0.0 $14k 116.00 116.78
Broadcom (AVGO) 0.0 $13k 33.00 377.76
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $13k 250.00 49.86
Oracle Corporation (ORCL) 0.0 $12k 81.00 146.56
Valero Energy Corporation (VLO) 0.0 $12k 45.00 260.44
WesBan (WSBC) 0.0 $12k 300.00 39.03
Yum China Holdings (YUMC) 0.0 $11k 276.00 40.87
United Parcel Svcs CL B (UPS) 0.0 $11k 98.00 107.88
WestAmerica Ban (WABC) 0.0 $10k 175.00 58.67
Goldman Sachs Physical Gold Unit (AAAU) 0.0 $8.9k 225.00 39.57
Viatris (VTRS) 0.0 $7.3k 459.00 15.88
Campbell Soup Company (CPB) 0.0 $6.7k 300.00 22.27
Organon & Co Common Stock (OGN) 0.0 $6.1k 450.00 13.54
Super Group Sghc Ord Shs (SGHC) 0.0 $5.4k 400.00 13.55
Humana (HUM) 0.0 $3.6k 9.00 397.22
Orion Engineered Carbons (OEC) 0.0 $3.3k 500.00 6.63
Siriusxm Holdings Common Stock (SIRI) 0.0 $3.3k 110.00 29.55
Keysight Technologies (KEYS) 0.0 $3.2k 9.00 350.11
Nebius Group Shs Class A (NBIS) 0.0 $3.0k 11.00 276.18
Agilent Technologies Inc C ommon (A) 0.0 $2.5k 19.00 132.84
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $2.5k 75.00 33.27
SLB Com Stk (SLB) 0.0 $2.3k 50.00 46.50
Four Corners Ppty Tr (FCPT) 0.0 $2.2k 90.00 24.56
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $2.2k 200.00 10.99
Metropcs Communications (TMUS) 0.0 $2.2k 13.00 167.77
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $1.8k 179.00 9.86
Liberty Live Holdings Com Shs Ser C (LLYVK) 0.0 $1.7k 16.00 105.69
Denison Mines Corp (DNN) 0.0 $1.6k 517.00 3.06
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $1.5k 56.00 26.64
ConAgra Foods (CAG) 0.0 $1.3k 100.00 13.46
Coinbase Global Com Cl A (COIN) 0.0 $1.3k 9.00 146.22
Nexgen Energy (NXE) 0.0 $1.2k 131.00 9.40
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $1.2k 150.00 8.17
Kraft Heinz (KHC) 0.0 $1.2k 50.00 23.62
Advanced Micro Devices (AMD) 0.0 $1.2k 2.00 581.00
Eastman Kodak Com New (KODK) 0.0 $925.000000 100.00 9.25
Nektar Therapeutics Com New (NKTR) 0.0 $908.000600 13.00 69.85
The Trade Desk Com Cl A (TTD) 0.0 $904.000000 50.00 18.08
Analog Devices (ADI) 0.0 $795.000000 2.00 397.50
Iqvia Holdings (IQV) 0.0 $579.999900 3.00 193.33
Kyndryl Hldgs Common Stock (KD) 0.0 $453.000000 40.00 11.32
Sprott Fds Tr Urani Miner Etf (URNM) 0.0 $369.000100 7.00 52.71
Liberty Global Com Cl C (LBTYK) 0.0 $330.000000 30.00 11.00
Lumen Technologies (LUMN) 0.0 $262.000600 34.00 7.71
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $257.000000 4.00 64.25
Xerox Holdings Corp Com New (XRX) 0.0 $157.000000 50.00 3.14
Nokia Corp Sponsored Adr (NOK) 0.0 $54.000000 4.00 13.50
XP Cl A (XP) 0.0 $48.999900 3.00 16.33
Gopro Cl A (GPRO) 0.0 $20.000000 25.00 0.80
Xerox Holdings Corp *w Exp 02/11/202 (XRXDW) 0.0 $7.000000 25.00 0.28
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $0 0 0.00