Kimelman & Baird, LLC
Holdings as of 2026-06-30, filed 2026-08-18
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 49 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
261
Value reported by manager
$1.4B
Sum of our stored positions
$1.4B
should match the line above
Disclosure lag
49 d
quarter end to filing
Top 5 concentration
25.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| APPLE INC | COM | $80M | 276,417 | — | 037833100 |
| MARVELL TECHNOLOGY INC | COM | $71M | 238,388 | — | 573874104 |
| JPMORGAN CHASE & CO | COM | $67.6M | 206,537 | — | 46625H100 |
| AMAZON COM INC | COM | $64.9M | 272,198 | — | 023135106 |
| COSTCO WHOLESALE CORPORATION | COM | $58.6M | 62,596 | — | 22160K105 |
| ALPHABET INC | CAP STK CL A | $55.8M | 156,145 | — | 02079K305 |
| TJX COS INC NEW | COM | $49.5M | 326,989 | — | 872540109 |
| ELI LILLY & CO | COM | $48.4M | 40,384 | — | 532457108 |
| BANK OF AMER CORP | COM | $44.8M | 785,757 | — | 060505104 |
| WASTE MGMT INC DEL | COM | $44.7M | 200,490 | — | 94106L109 |
| MICROSOFT CORP | COM | $43.9M | 117,806 | — | 594918104 |
| HOME DEPOT INC | COM | $41.2M | 116,890 | — | 437076102 |
| BLACKSTONE INC | COM | $36.5M | 310,353 | — | 09260D107 |
| MASTERCARD INCORPORATED | CL A | $36.1M | 70,256 | — | 57636Q104 |
| VISA INC | COM CL A | $35M | 102,034 | — | 92826C839 |
| COPART INC | COM | $34.8M | 1,233,106 | — | 217204106 |
| OPENLANE INC | COM | $31.4M | 762,535 | — | 48238T109 |
| OWENS CORNING NEW | COM | $31.1M | 195,925 | — | 690742101 |
| INTERNATIONAL BUSINESS MACHS | COM | $30.4M | 108,096 | — | 459200101 |
| WASTE CONNECTIONS INC | COM | $29.9M | 179,312 | — | 94106B101 |
| UNION PAC CORP | COM | $27.8M | 102,304 | — | 907818108 |
| BOEING CO | COM | $25.5M | 117,706 | — | 097023105 |
| UBER TECHNOLOGIES INC | COM | $24.5M | 339,042 | — | 90353T100 |
| DOVER CORP | COM | $21.5M | 96,000 | — | 260003108 |
| MERCK & CO INC | COM | $20.6M | 160,179 | — | 58933Y105 |
| LINDE PLC | SHS | $18.6M | 35,853 | — | G54950103 |
| REGENERON PHARMACEUTICALS | COM | $17.3M | 27,671 | — | 75886F107 |
| NVIDIA CORPORATION | COM | $16.8M | 83,945 | — | 67066G104 |
| HONEYWELL INTL INC | COM | $14.5M | 64,973 | — | 438516205 |
| HONEYWELL AEROSPACE INC | COM | $14.2M | 64,069 | — | 43849R105 |
| EXXON MOBIL CORP | COM | $13.3M | 97,180 | — | 30231G102 |
| MEDTRONIC PLC | SHS | $12.8M | 163,671 | — | G5960L103 |
| CISCO SYS INC | COM | $11.5M | 98,022 | — | 17275R102 |
| ENPHASE ENERGY INC | COM | $10.1M | 204,838 | — | 29355A107 |
| EMERSON ELEC CO | COM | $9.8M | 68,535 | — | 291011104 |
| DIGIMARC CORP | COM | $9M | 1,093,033 | — | 25382K100 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $8.7M | 9,025 | — | G7997R103 |
| NUCOR CORP | COM | $8.3M | 37,265 | — | 670346105 |
| ABBVIE INC | COM | $7.7M | 30,656 | — | 00287Y109 |
| CAMDEN NATL CORP | COM | $7.4M | 137,289 | — | 133034108 |
| MCDONALDS CORP | COM | $7.3M | 26,901 | — | 580135101 |
| M & T BK CORP | COM | $7.1M | 29,950 | — | 55261F104 |
| CHEVRON CORPORATION | COM | $6.7M | 40,433 | — | 166764100 |
| NEXTERA ENERGY INC | COM | $6M | 68,124 | — | 65339F101 |
| NETFLIX INC. | COM | $5.7M | 79,823 | — | 64110L106 |
| AMGEN INC | COM | $5.2M | 14,240 | — | 031162100 |
| SHELL PLC | SPON ADS | $5.1M | 66,176 | — | 780259305 |
| GE AEROSPACE | COM NEW | $3.8M | 10,299 | — | 369604301 |
| ALPHABET INC | CAP STK CL C | $3.7M | 10,599 | — | 02079K107 |
| AMERICAN EXPRESS CO | COM | $3.7M | 11,055 | — | 025816109 |
| PROCTER & GAMBLE CO | COM | $2.9M | 19,804 | — | 742718109 |
| TRAVELERS COMPANIES INC | COM | $2.8M | 8,514 | — | 89417E109 |
| STERIS PLC | SHS USD | $2.7M | 12,666 | — | G8473T100 |
| JOHNSON & JOHNSON | COM | $2.6M | 10,250 | — | 478160104 |
| ABBOTT LABORATORIES | COM | $2.1M | 23,506 | — | 002824100 |
| MARSH & MCLENNAN COS INC | COM | $2.1M | 12,630 | — | 571748102 |
| SENSIENT TECHNOLOGIES CORP | COM | $2.1M | 16,650 | — | 81725T100 |
| SPDR GOLD TR | GOLD SHS | $2M | 5,390 | — | 78463V107 |
| LUMENTUM HLDGS INC | COM | $1.9M | 2,254 | — | 55024U109 |
| KIMCO REALTY CORP | COM | $1.7M | 68,125 | — | 49446R109 |
| GE VERNOVA INC | COM | $1.6M | 1,378 | — | 36828A101 |
| MINERALS TECHNOLOGIES INC | COM | $1.6M | 21,532 | — | 603158106 |
| ECOLAB INC | COM | $1.6M | 5,658 | — | 278865100 |
| SYSCO CORP | COM | $1.4M | 16,599 | — | 871829107 |
| PHILIP MORRIS INTL INC | COM | $1.3M | 7,297 | — | 718172109 |
| MONDELEZ INTL INC | CL A | $1.3M | 22,307 | — | 609207105 |
| FIRST BANCORP INC ME | COM | $1.2M | 35,625 | — | 31866P102 |
| EOG RES INC | COM | $1.2M | 9,400 | — | 26875P101 |
| UNILEVER PLC | SPON ADR NEW | $1.1M | 18,796 | — | 904767803 |
| NOVARTIS AG | SPONSORED ADR | $1.1M | 6,850 | — | 66987V109 |
| PALO ALTO NETWORKS INC | COM | $1M | 3,064 | — | 697435105 |
| PFIZER INC | COM | $1M | 42,976 | — | 717081103 |
| VISTRA CORP | COM | $999.4K | 6,300 | — | 92840M102 |
| UTZ BRANDS INC | COM CL A | $990.1K | 128,584 | — | 918090101 |
| TRANE TECHNOLOGIES PLC | SHS | $987.2K | 2,010 | — | G8994E103 |
| SPDR INDEX SHS FDS | ST STR NAT ETF | $976K | 14,500 | — | 78463X541 |
| BRISTOL-MYERS SQUIBB CO | COM | $894.6K | 15,525 | — | 110122108 |
| COMCAST CORP NEW | CL A | $853.8K | 34,778 | — | 20030N101 |
| KROGER CO | COM | $849.6K | 15,300 | — | 501044101 |
| QUALCOMM INC | COM | $757.6K | 4,100 | — | 747525103 |
| QNITY ELECTRONICS INC | COMMON STOCK | $756.8K | 4,634 | — | 74743L100 |
| CONOCOPHILLIPS | COM | $712.1K | 6,850 | — | 20825C104 |
| NISOURCE INC | COM | $663.3K | 13,950 | — | 65473P105 |
| GENUINE PARTS CO | COM | $648.9K | 5,500 | — | 372460105 |
| META PLATFORMS INC | CL A | $624.7K | 1,109 | — | 30303M102 |
| COCA COLA CO | COM | $601.4K | 7,400 | — | 191216100 |
| CORTEVA INC | COM | $563.3K | 6,651 | — | 22052L104 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | $531.9K | 6,714 | — | 459506101 |
| NEWS CORP NEW | CL A | $516.8K | 20,812 | — | 65249B109 |
| SMUCKER J M CO | COM NEW | $506.3K | 4,500 | — | 832696405 |
| FULLER H B CO | COM | $489.6K | 8,400 | — | 359694106 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $476.4K | 694 | — | 922908363 |
| TEXAS INSTRS INC | COM | $447.1K | 1,500 | — | 882508104 |
| DUPONT DE NEMOURS INC | COMMON STOCK | $419K | 3,089 | — | 26614N201 |
| WENDYS CO | COM | $417.4K | 50,355 | — | 95058W100 |
| PALANTIR TECHNOLOGIES INC | CL A | $398.1K | 3,412 | — | 69608A108 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $397.3K | 532 | — | 78462F103 |
| DISNEY WALT CO | COM | $380.3K | 3,951 | — | 254687106 |
| DOW HLDGS INC | COM | $348.2K | 12,728 | — | 260557103 |
| BALL CORP | COM | $328.5K | 5,265 | — | 058498106 |
| EVERGY INC | COM | $322.7K | 3,734 | — | 30034W106 |
| COLGATE PALMOLIVE CO | COM | $320.9K | 3,500 | — | 194162103 |
| PEPSICO INC | COM | $314.5K | 2,323 | — | 713448108 |
| GENERAL MILLS INC | COM | $304.2K | 8,742 | — | 370334104 |
| ACV AUCTIONS INC | COM CL A | $294.1K | 40,905 | — | 00091G104 |
| GUARDANT HEALTH INC | COM | $285.1K | 1,900 | — | 40131M109 |
| QUAKER HOUGHTON | COM | $251.3K | 1,582 | — | 747316107 |
| BANK OF NY MELLON CORP | COM | $245.8K | 1,700 | — | 064058100 |
| MARATHON PETE CORP | COM | $240.8K | 942 | — | 56585A102 |
| ARCHER DANIELS MIDLAND CO | COM | $238K | 3,115 | — | 039483102 |
| ENBRIDGE INC | COM | $228.8K | 4,220 | — | 29250N105 |
| FRESENIUS MEDICAL CARE AG | SPONSORED ADR | $220.1K | 9,734 | — | 358029106 |
| LCNB CORP | COM | $202.3K | 11,500 | — | 50181P100 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $200.2K | 400 | — | 084670702 |
| NEWMONT CORP | COM | $198.9K | 2,130 | — | 651639106 |
| WATTS WATER TECHNOLOGIES INC | CL A | $195.7K | 500 | — | 942749102 |
| KEYCORP | COM | $184.4K | 8,000 | — | 493267108 |
| EQT CORP | COM | $179.4K | 3,375 | — | 26884L109 |
| ISHARES TR | CORE S&P MCP ETF | $173.5K | 2,250 | — | 464287507 |
| DUKE ENERGY CORP NEW | COM NEW | $168.6K | 1,332 | — | 26441C204 |
| TESLA INC | COM | $167.8K | 399 | — | 88160R101 |
| EATON CORP PLC | SHS | $164.9K | 387 | — | G29183103 |
| KIMBERLY-CLARK CORP | COM | $148.2K | 1,350 | — | 494368103 |
| KINDER MORGAN INC DEL | COM | $143.9K | 4,500 | — | 49456B101 |
| CUMMINS INC | COM | $142.6K | 200 | — | 231021106 |
| CSX CORP | COM | $142.6K | 3,000 | — | 126408103 |
| SEMPRA | COM | $139.1K | 1,500 | — | 816851109 |
| VANGUARD INDEX FDS | GROWTH ETF | $134.9K | 1,566 | — | 922908736 |
| CATERPILLAR INC | COM | $132K | 124 | — | 149123101 |
| JBT MAREL CORPORATION | COM | $130.5K | 900 | — | 477839104 |
| SHOPIFY INC | CL A SUB VTG SHS | $128.5K | 1,125 | — | 82509L107 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $128.1K | 1,446 | — | 83443Q103 |
| FMC CORP | COM NEW | $115K | 10,000 | — | 302491303 |
| FEDEX CORP | COM | $111.2K | 355 | — | 31428X106 |
| WESTLAKE CORPORATION | COM | $109.5K | 1,500 | — | 960413102 |
| ASML HLDG NV | N Y REGISTRY SHS | $109.4K | 55 | — | N07059210 |
| DELL TECHNOLOGIES INC | CL C | $108.7K | 252 | — | 24703L202 |
| ADOBE INC | COM | $107.2K | 523 | — | 00724F101 |
| KEURIG DR PEPPER INC | COM | $107.2K | 3,274 | — | 49271V100 |
| PHILLIPS 66 | COM | $105.7K | 625 | — | 718546104 |
| RTX CORPORATION | COM | $101.9K | 537 | — | 75513E101 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $97.8K | 619 | — | 921946406 |
| VANGUARD INDEX FDS | VALUE ETF | $96.1K | 441 | — | 922908744 |
| ASHLAND INC | COM | $94.4K | 1,432 | — | 044186104 |
| AMERIPRISE FINL INC | COM | $91.8K | 200 | — | 03076C106 |
| VERIZON COMMUNICATIONS INC | COM | $86.5K | 2,044 | — | 92343V104 |
| AT&T INC | COM | $84K | 4,058 | — | 00206R102 |
| WEYERHAEUSER CO | COM NEW | $81.7K | 3,413 | — | 962166104 |
| NIKE INC | CL B | $80.8K | 1,968 | — | 654106103 |
| DIAGEO PLC | SPON ADR NEW | $80.4K | 1,000 | — | 25243Q205 |
| WALMART INC | COM | $80.3K | 709 | — | 931142103 |
| TELEFLEX INCORPORATED | COM | $79.4K | 627 | — | 879369106 |
| FRANCO NEV CORP | COM | $75K | 360 | — | 351858105 |
| LENNAR CORP | CL A | $74.7K | 825 | — | 526057104 |
| WILLIAMS COS INC | COM | $74.3K | 1,000 | — | 969457100 |
| CF INDUSTRIES HOLD | COM | $73.1K | 675 | — | 125269100 |
| PUBLIC SVC ENTERPRISE GROUP | COM | $73K | 900 | — | 744573106 |
| CME GROUP INC | COM | $71.3K | 323 | — | 12572Q105 |
| LOEWS CORP | COM | $68K | 601 | — | 540424108 |
| ISHARES TR | RUS 1000 GRW ETF | $64.6K | 520 | — | 464287614 |
| DEERE & CO | COM | $63.4K | 100 | — | 244199105 |
| ISHARES TR | RUS MD CP GR ETF | $62.7K | 428 | — | 464287481 |
| CARPENTER TECHNOLOGY CORP | COM | $61.7K | 100 | — | 144285103 |
| CENTERPOINT ENERGY INC | COM | $61.7K | 1,400 | — | 15189T107 |
| DELTA AIR LINES INC | COM NEW | $60.9K | 650 | — | 247361702 |
| US BANCORP | COM NEW | $60.4K | 1,000 | — | 902973304 |
| MARRIOTT INTL INC NEW | CL A | $58.2K | 157 | — | 571903202 |
| AIRBNB INC | COM CL A | $57.4K | 401 | — | 009066101 |
| INTEL CORP | COM | $55.9K | 400 | — | 458140100 |
| INTERNATIONAL PAPER CO | COM | $55.2K | 1,450 | — | 460146103 |
| XCEL ENERGY INC | COM | $52.4K | 652 | — | 98389B100 |
| ISHARES TR | CORE MSCI EAFE | $52.3K | 542 | — | 46432F842 |
| ZIMMER BIOMET HOLDINGS INC | COM | $51.7K | 600 | — | 98956P102 |
| INGERSOLL RAND INC | COM | $51.3K | 626 | — | 45687V106 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $47.9K | 488 | — | 921946794 |
| LOWES COS INC | COM | $47.4K | 215 | — | 548661107 |
| ALLEGION PLC | ORD SHS | $46.8K | 333 | — | G0176J109 |
| ISHARES TR | RUS MDCP VAL ETF | $46.7K | 284 | — | 464287473 |
| ALLIANT ENERGY CORP | COM | $45.8K | 600 | — | 018802108 |
| MOTOROLA SOLUTIONS INC | COM NEW | $45.7K | 110 | — | 620076307 |
| ISHARES TR | CORE S&P TTL STK | $44.2K | 269 | — | 464287150 |
| YUM BRANDS INC | COM | $44.1K | 276 | — | 988498101 |
| LAMB WESTON HLDGS INC | COM | $43.1K | 999 | — | 513272104 |
| CHURCH & DWIGHT CO INC | COM | $42.6K | 440 | — | 171340102 |
| CHUBB LIMITED | COM | $42.6K | 125 | — | H1467J104 |
| STARBUCKS CORP | COM | $42.5K | 416 | — | 855244109 |
| DARDEN RESTAURANTS INC | COM | $41.2K | 200 | — | 237194105 |
| OGE ENERGY CORP | COM | $41.1K | 844 | — | 670837103 |
| DOMINION ENERGY INC | COM | $41K | 600 | — | 25746U109 |
| PROGRESSIVE CORP | COM | $38.2K | 175 | — | 743315103 |
| UGI CORP NEW | COM | $36.3K | 1,050 | — | 902681105 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $36.2K | 432 | — | 922042775 |
| NORFOLK SOUTHN CORP | COM | $31.5K | 100 | — | 655844108 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $27.1K | 700 | — | 192446102 |
| CHURCHILL DOWNS INC | COM | $26.9K | 300 | — | 171484108 |
| OPEN TEXT CORP | COM | $26.6K | 1,200 | — | 683715106 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | $26.4K | 175 | — | 314352105 |
| TARGET CORP | COM | $26.1K | 200 | — | 87612E106 |
| SMURFIT WESTROCK PLC | SHS | $25.4K | 550 | — | G8267P108 |
| GILEAD SCIENCES INC | COM | $25.3K | 200 | — | 375558103 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-18