Holders — by stockHoldings — by fund
Kimelman & Baird, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001318103
$1.36B
disclosed book value
261
positions
5.9%
largest position share
Positions, as of 2026-06-30
top 100 of 261 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 276,417 | $80.0M | 5.9% |
| 2 | MRVLMARVELL TECHNOLOGY INC | 238,388 | $71.0M | 5.2% |
| 3 | JPMJPMORGAN CHASE & CO | 206,537 | $67.6M | 5% |
| 4 | AMZNAMAZON COM INC | 272,198 | $64.9M | 4.8% |
| 5 | COSTCOSTCO WHOLESALE CORPORATION | 62,596 | $58.6M | 4.3% |
| 6 | GOOGLALPHABET INC | 156,145 | $55.8M | 4.1% |
| 7 | TJXTJX COS INC NEW | 326,989 | $49.5M | 3.7% |
| 8 | LLYELI LILLY & CO | 40,384 | $48.4M | 3.6% |
| 9 | BACBANK OF AMER CORP | 785,757 | $44.8M | 3.3% |
| 10 | WMWASTE MGMT INC DEL | 200,490 | $44.7M | 3.3% |
| 11 | MSFTMICROSOFT CORP | 117,806 | $43.9M | 3.2% |
| 12 | HDHOME DEPOT INC | 116,890 | $41.2M | 3% |
| 13 | BXBLACKSTONE INC | 310,353 | $36.5M | 2.7% |
| 14 | MAMASTERCARD INCORPORATED | 70,256 | $36.1M | 2.7% |
| 15 | VVISA INC | 102,034 | $35.0M | 2.6% |
| 16 | CPRTCOPART INC | 1.2M | $34.8M | 2.6% |
| 17 | OPLNOPENLANE INC | 762,535 | $31.4M | 2.3% |
| 18 | OCOWENS CORNING NEW | 195,925 | $31.1M | 2.3% |
| 19 | IBMINTERNATIONAL BUSINESS MACHS | 108,096 | $30.4M | 2.2% |
| 20 | WCNWASTE CONNECTIONS INC | 179,312 | $29.9M | 2.2% |
| 21 | UNPUNION PAC CORP | 102,304 | $27.8M | 2.1% |
| 22 | BABOEING CO | 117,706 | $25.5M | 1.9% |
| 23 | UBERUBER TECHNOLOGIES INC | 339,042 | $24.5M | 1.8% |
| 24 | DOVDOVER CORP | 96,000 | $21.5M | 1.6% |
| 25 | MRKMERCK & CO INC | 160,179 | $20.6M | 1.5% |
| 26 | LINLINDE PLC | 35,853 | $18.6M | 1.4% |
| 27 | REGNREGENERON PHARMACEUTICALS | 27,671 | $17.3M | 1.3% |
| 28 | NVDANVIDIA CORPORATION | 83,945 | $16.8M | 1.2% |
| 29 | HONHONEYWELL INTL INC | 64,973 | $14.5M | 1.1% |
| 30 | HONAHONEYWELL AEROSPACE INC | 64,069 | $14.2M | 1% |
| 31 | XOMEXXON MOBIL CORP | 97,180 | $13.3M | 1% |
| 32 | MDTMEDTRONIC PLC | 163,671 | $12.8M | 0.9% |
| 33 | CSCOCISCO SYS INC | 98,022 | $11.5M | 0.8% |
| 34 | ENPHENPHASE ENERGY INC | 204,838 | $10.1M | 0.7% |
| 35 | EMREMERSON ELEC CO | 68,535 | $9.8M | 0.7% |
| 36 | DMRCDIGIMARC CORP | 1.1M | $9.0M | 0.7% |
| 37 | STXSEAGATE TECHNOLOGY HLDNGS PL | 9,025 | $8.7M | 0.6% |
| 38 | NUENUCOR CORP | 37,265 | $8.3M | 0.6% |
| 39 | ABBVABBVIE INC | 30,656 | $7.7M | 0.6% |
| 40 | CACCAMDEN NATL CORP | 137,289 | $7.4M | 0.5% |
| 41 | MCDMCDONALDS CORP | 26,901 | $7.3M | 0.5% |
| 42 | MTBM & T BK CORP | 29,950 | $7.1M | 0.5% |
| 43 | CVXCHEVRON CORPORATION | 40,433 | $6.7M | 0.5% |
| 44 | NEENEXTERA ENERGY INC | 68,124 | $6.0M | 0.4% |
| 45 | NFLXNETFLIX INC. | 79,823 | $5.7M | 0.4% |
| 46 | AMGNAMGEN INC | 14,240 | $5.2M | 0.4% |
| 47 | SHELSHELL PLC | 66,176 | $5.1M | 0.4% |
| 48 | GEGE AEROSPACE | 10,299 | $3.8M | 0.3% |
| 49 | GOOGALPHABET INC | 10,599 | $3.7M | 0.3% |
| 50 | AXPAMERICAN EXPRESS CO | 11,055 | $3.7M | 0.3% |
| 51 | PGPROCTER & GAMBLE CO | 19,804 | $2.9M | 0.2% |
| 52 | TRVTRAVELERS COMPANIES INC | 8,514 | $2.8M | 0.2% |
| 53 | STESTERIS PLC | 12,666 | $2.7M | 0.2% |
| 54 | JNJJOHNSON & JOHNSON | 10,250 | $2.6M | 0.2% |
| 55 | ABTABBOTT LABORATORIES | 23,506 | $2.1M | 0.2% |
| 56 | MRSHMARSH & MCLENNAN COS INC | 12,630 | $2.1M | 0.2% |
| 57 | SXTSENSIENT TECHNOLOGIES CORP | 16,650 | $2.1M | 0.2% |
| 58 | GLDSPDR GOLD TR | 5,390 | $2.0M | 0.1% |
| 59 | LITELUMENTUM HLDGS INC | 2,254 | $1.9M | 0.1% |
| 60 | KIMKIMCO REALTY CORP | 68,125 | $1.7M | 0.1% |
| 61 | GEVGE VERNOVA INC | 1,378 | $1.6M | 0.1% |
| 62 | MTXMINERALS TECHNOLOGIES INC | 21,532 | $1.6M | 0.1% |
| 63 | ECLECOLAB INC | 5,658 | $1.6M | 0.1% |
| 64 | SYYSYSCO CORP | 16,599 | $1.4M | 0.1% |
| 65 | PMPHILIP MORRIS INTL INC | 7,297 | $1.3M | 0.1% |
| 66 | MDLZMONDELEZ INTL INC | 22,307 | $1.3M | 0.1% |
| 67 | FNLCFIRST BANCORP INC ME | 35,625 | $1.2M | 0.1% |
| 68 | EOGEOG RES INC | 9,400 | $1.2M | 0.1% |
| 69 | ULUNILEVER PLC | 18,796 | $1.1M | 0.1% |
| 70 | NVSNOVARTIS AG | 6,850 | $1.1M | 0.1% |
| 71 | PANWPALO ALTO NETWORKS INC | 3,064 | $1.0M | 0.1% |
| 72 | PFEPFIZER INC | 42,976 | $1.0M | 0.1% |
| 73 | VSTVISTRA CORP | 6,300 | $999,369 | 0.1% |
| 74 | UTZUTZ BRANDS INC | 128,584 | $990,097 | 0.1% |
| 75 | TTTRANE TECHNOLOGIES PLC | 2,010 | $987,232 | 0.1% |
| 76 | GNRSPDR INDEX SHS FDS | 14,500 | $975,995 | 0.1% |
| 77 | BMYBRISTOL-MYERS SQUIBB CO | 15,525 | $894,551 | 0.1% |
| 78 | CMCSACOMCAST CORP NEW | 34,778 | $853,800 | 0.1% |
| 79 | KRKROGER CO | 15,300 | $849,609 | 0.1% |
| 80 | QCOMQUALCOMM INC | 4,100 | $757,639 | 0.1% |
| 81 | QQNITY ELECTRONICS INC | 4,634 | $756,779 | 0.1% |
| 82 | COPCONOCOPHILLIPS | 6,850 | $712,126 | 0.1% |
| 83 | NINISOURCE INC | 13,950 | $663,323 | 0% |
| 84 | GPCGENUINE PARTS CO | 5,500 | $648,890 | 0% |
| 85 | METAMETA PLATFORMS INC | 1,109 | $624,689 | 0% |
| 86 | KOCOCA COLA CO | 7,400 | $601,398 | 0% |
| 87 | CTVACORTEVA INC | 6,651 | $563,274 | 0% |
| 88 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,714 | $531,884 | 0% |
| 89 | NWSANEWS CORP NEW | 20,812 | $516,762 | 0% |
| 90 | SJMSMUCKER J M CO | 4,500 | $506,250 | 0% |
| 91 | FULFULLER H B CO | 8,400 | $489,636 | 0% |
| 92 | VOOVANGUARD INDEX FDS | 694 | $476,417 | 0% |
| 93 | TXNTEXAS INSTRS INC | 1,500 | $447,105 | 0% |
| 94 | DDDUPONT DE NEMOURS INC | 3,089 | $418,992 | 0% |
| 95 | WENWENDYS CO | 50,355 | $417,443 | 0% |
| 96 | PLTRPALANTIR TECHNOLOGIES INC | 3,412 | $398,079 | 0% |
| 97 | SPYSTATE STR SPDR S&P 500 ETF T | 532 | $397,282 | 0% |
| 98 | DISDISNEY WALT CO | 3,951 | $380,318 | 0% |
| 99 | DOWDOW HLDGS INC | 12,728 | $348,239 | 0% |
| 100 | BALLBALL CORP | 5,265 | $328,536 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.