Kimelman & Baird, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.2T
Holdings
349
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (349 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPRTCOPART INC | 1,236,732 | $70.0B | 5.95% | |
| 2 | AAPLAPPLE INC | 297,131 | $66.0B | 5.61% | |
| 3 | JPMJPMORGAN CHASE & CO. | 244,554 | $60.0B | 5.10% | |
| 4 | COSTCOSTCO WHSL CORP NEW | 62,914 | $59.5B | 5.06% | |
| 5 | AMZNAMAZON COM INC | 278,586 | $53.0B | 4.50% | |
| 6 | WMWASTE MGMT INC DEL | 210,242 | $48.7B | 4.14% | |
| 7 | MSFTMICROSOFT CORP | 124,473 | $46.7B | 3.97% | |
| 8 | MAMASTERCARD INCORPORATED | 81,155 | $44.5B | 3.78% | |
| 9 | BXBLACKSTONE INC | 317,339 | $44.4B | 3.77% | |
| 10 | HDHOME DEPOT INC | 118,532 | $43.4B | 3.69% | |
| 11 | GOOGLALPHABET INC | 278,144 | $43.0B | 3.65% | |
| 12 | TJXTJX COS INC NEW | 338,010 | $41.2B | 3.50% | |
| 13 | VVISA INC | 107,560 | $37.7B | 3.20% | |
| 14 | LLYELI LILLY & CO | 44,723 | $36.9B | 3.14% | |
| 15 | WCNWASTE CONNECTIONS INC | 188,195 | $36.7B | 3.12% | |
| 16 | BACBANK AMERICA CORP | 795,855 | $33.2B | 2.82% | |
| 17 | OCOWENS CORNING NEW | 205,002 | $29.3B | 2.49% | |
| 18 | HONHONEYWELL INTL INC | 128,472 | $27.2B | 2.31% | |
| 19 | IBMINTERNATIONAL BUSINESS MACHS | 104,023 | $25.9B | 2.20% | |
| 20 | UBERUBER TECHNOLOGIES INC | 335,167 | $24.4B | 2.07% | |
| 21 | UNPUNION PAC CORP | 102,304 | $24.2B | 2.05% | |
| 22 | DOVDOVER CORP | 96,000 | $16.9B | 1.43% | |
| 23 | LINLINDE PLC | 34,008 | $15.8B | 1.35% | |
| 24 | UPSUNITED PARCEL SERVICE INC | 141,463 | $15.6B | 1.32% | |
| 25 | OPLNOPENLANE INC | 801,437 | $15.5B | 1.31% | |
| 26 | MRKMERCK & CO INC | 162,550 | $14.6B | 1.24% | |
| 27 | NSCNORFOLK SOUTHN CORP | 56,880 | $13.5B | 1.14% | |
| 28 | DISDISNEY WALT CO | 129,318 | $12.8B | 1.08% | |
| 29 | XOMEXXON MOBIL CORP | 97,601 | $11.6B | 0.99% | |
| 30 | NKENIKE INC | 182,720 | $11.6B | 0.99% | |
| 31 | MCDMCDONALDS CORP | 27,320 | $8.5B | 0.73% | |
| 32 | EMREMERSON ELEC CO | 68,535 | $7.5B | 0.64% | |
| 33 | DMRCDIGIMARC CORP NEW | 575,242 | $7.4B | 0.63% | |
| 34 | ABBVABBVIE INC | 31,070 | $6.5B | 0.55% | |
| 35 | CVXCHEVRON CORP NEW | 37,682 | $6.3B | 0.54% | |
| 36 | NVDANVIDIA CORPORATION | 56,049 | $6.1B | 0.52% | |
| 37 | CACCAMDEN NATL CORP | 148,997 | $6.0B | 0.51% | |
| 38 | MTBM & T BK CORP | 29,950 | $5.4B | 0.45% | |
| 39 | GOOGALPHABET INC | 33,795 | $5.3B | 0.45% | |
| 40 | NEENEXTERA ENERGY INC | 68,424 | $4.9B | 0.41% | |
| 41 | SHELSHELL PLC | 66,176 | $4.8B | 0.41% | |
| 42 | AMGNAMGEN INC | 14,800 | $4.6B | 0.39% | |
| 43 | NUENUCOR CORP | 37,550 | $4.5B | 0.38% | |
| 44 | STESTERIS PLC | 15,466 | $3.5B | 0.30% | |
| 45 | PGPROCTER AND GAMBLE CO | 19,670 | $3.4B | 0.28% | |
| 46 | ABTABBOTT LABS | 23,639 | $3.1B | 0.27% | |
| 47 | MRSHMARSH & MCLENNAN COS INC | 12,795 | $3.1B | 0.27% | |
| 48 | TRVTRAVELERS COMPANIES INC | 8,536 | $2.3B | 0.19% | |
| 49 | GEGE AEROSPACE | 10,324 | $2.1B | 0.18% | |
| 50 | JNJJOHNSON & JOHNSON | 10,396 | $1.7B | 0.15% | |
| 51 | MDLZMONDELEZ INTL INC | 23,355 | $1.6B | 0.13% | |
| 52 | GQ9SPDR GOLD TR | 5,490 | $1.6B | 0.13% | |
| 53 | KIMKIMCO RLTY CORP | 73,125 | $1.6B | 0.13% | |
| 54 | CSCOCISCO SYS INC | 24,006 | $1.5B | 0.13% | |
| 55 | 4I1PHILIP MORRIS INTL INC | 9,293 | $1.5B | 0.13% | |
| 56 | MTXMINERALS TECHNOLOGIES INC | 22,782 | $1.4B | 0.12% | |
| 57 | ECLECOLAB INC | 5,658 | $1.4B | 0.12% | |
| 58 | BMYBRISTOL-MYERS SQUIBB CO | 21,347 | $1.3B | 0.11% | |
| 59 | EOGEOG RES INC | 10,095 | $1.3B | 0.11% | |
| 60 | SSFSENSIENT TECHNOLOGIES CORP | 17,350 | $1.3B | 0.11% | |
| 61 | ULUNILEVER PLC | 21,610 | $1.3B | 0.11% | |
| 62 | CMCSACOMCAST CORP NEW | 34,778 | $1.3B | 0.11% | |
| 63 | SYYSYSCO CORP | 16,749 | $1.3B | 0.11% | |
| 64 | DDDUPONT DE NEMOURS INC | 16,165 | $1.2B | 0.10% | |
| 65 | PFEPFIZER INC | 46,691 | $1.2B | 0.10% | |
| 66 | KRKROGER CO | 15,300 | $1.0B | 0.09% | |
| 67 | TTTRANE TECHNOLOGIES PLC | 2,565 | $864.2M | 0.07% | |
| 68 | WENWENDYS CO | 58,878 | $861.4M | 0.07% | |
| 69 | FNLCFIRST BANCORP INC ME | 34,125 | $843.6M | 0.07% | |
| 70 | MMM3M CO | 5,400 | $793.0M | 0.07% | |
| 71 | GNRSPDR INDEX SHS FDS | 14,500 | $772.1M | 0.07% | |
| 72 | UTZUTZ BRANDS INC | 54,484 | $767.1M | 0.07% | |
| 73 | STXSEAGATE TECHNOLOGY HLDNGS PL | 9,025 | $766.7M | 0.07% | |
| 74 | NVSNNOVARTIS AG | 6,850 | $763.6M | 0.06% | |
| 75 | VSTVISTRA CORP | 6,200 | $728.1M | 0.06% | |
| 76 | COPCONOCOPHILLIPS | 6,850 | $719.4M | 0.06% | |
| 77 | GISGENERAL MLS INC | 11,942 | $714.0M | 0.06% | |
| 78 | DOWDOW INC | 19,363 | $676.2M | 0.06% | |
| 79 | GPCGENUINE PARTS CO | 5,500 | $655.3M | 0.06% | |
| 80 | QCOMQUALCOMM INC | 4,100 | $629.8M | 0.05% | |
| 81 | GEVGE VERNOVA INC | 2,053 | $626.7M | 0.05% | |
| 82 | KMBKIMBERLY-CLARK CORP | 4,350 | $618.7M | 0.05% | |
| 83 | NWSANEWS CORP NEW | 21,942 | $597.3M | 0.05% | |
| 84 | KOCOCA COLA CO | 8,170 | $585.2M | 0.05% | |
| 85 | METAMETA PLATFORMS INC | 1,002 | $577.5M | 0.05% | |
| 86 | NINISOURCE INC | 13,950 | $559.3M | 0.05% | |
| 87 | MDTMEDTRONIC PLC | 6,201 | $557.2M | 0.05% | |
| 88 | IFFINTERNATIONAL FLAVORS&FRAGRA | 7,114 | $552.1M | 0.05% | |
| 89 | SJMSMUCKER J M CO | 4,500 | $532.8M | 0.05% | |
| 90 | PANWPALO ALTO NETWORKS INC | 3,000 | $511.9M | 0.04% | |
| 91 | KWRQUAKER HOUGHTON | 3,992 | $493.5M | 0.04% | |
| 92 | FULFULLER H B CO | 8,650 | $485.4M | 0.04% | |
| 93 | HESHESS CORP | 3,000 | $479.2M | 0.04% | |
| 94 | PEPPEPSICO INC | 3,177 | $476.3M | 0.04% | |
| 95 | TFXTELEFLEX INCORPORATED | 3,382 | $467.4M | 0.04% | |
| 96 | SWSMURFIT WESTROCK PLC | 10,250 | $461.9M | 0.04% | |
| 97 | IPINTERNATIONAL PAPER CO | 8,000 | $426.8M | 0.04% | |
| 98 | FMCFMC CORP | 10,000 | $421.9M | 0.04% | |
| 99 | CTVACORTEVA INC | 6,651 | $418.5M | 0.04% | |
| 100 | WMTWALMART INC | 4,385 | $385.0M | 0.03% |
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