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 |
|---|---|---|---|---|---|
| 101 | LITELUMENTUM HLDGS INC | 5,874 | $366.2M | 0.03% | |
| 102 | NFLXNETFLIX INC | 375 | $349.7M | 0.03% | |
| 103 | VOOVANGUARD INDEX FDS | 679 | $348.9M | 0.03% | |
| 104 | WSMWILLIAMS SONOMA INC | 2,144 | $338.9M | 0.03% | |
| 105 | AXPAMERICAN EXPRESS CO | 1,250 | $336.3M | 0.03% | |
| 106 | CLCOLGATE PALMOLIVE CO | 3,500 | $327.9M | 0.03% | |
| 107 | SPYSPDR S&P 500 ETF TR | 557 | $311.6M | 0.03% | |
| 108 | ASHASHLAND INC | 4,728 | $280.3M | 0.02% | |
| 109 | EVRGEVERGY INC | 4,054 | $279.5M | 0.02% | |
| 110 | BALLBALL CORP | 5,265 | $274.1M | 0.02% | |
| 111 | GDGENERAL DYNAMICS CORP | 1,000 | $272.6M | 0.02% | |
| 112 | TXNTEXAS INSTRS INC | 1,500 | $269.6M | 0.02% | |
| 113 | BRK/BBERKSHIRE HATHAWAY INC DEL | 500 | $266.3M | 0.02% | |
| 114 | ADBEADOBE INC | 687 | $263.5M | 0.02% | |
| 115 | CMGCHIPOTLE MEXICAN GRILL INC | 5,000 | $251.1M | 0.02% | |
| 116 | FMSFRESENIUS MEDICAL CARE AG | 9,734 | $242.4M | 0.02% | |
| 117 | ADMARCHER DANIELS MIDLAND CO | 4,116 | $197.6M | 0.02% | |
| 118 | CAGCONAGRA BRANDS INC | 7,265 | $193.8M | 0.02% | |
| 119 | ENBENBRIDGE INC | 4,220 | $187.0M | 0.02% | |
| 120 | SYKSTRYKER CORPORATION | 500 | $186.1M | 0.02% | |
| 121 | MVFBLACKROCK MUNIVEST FD INC | 26,032 | $182.5M | 0.02% | |
| 122 | EQTEQT CORP | 3,375 | $180.3M | 0.02% | |
| 123 | LCNBLCNB CORP | 11,500 | $170.1M | 0.01% | |
| 124 | MOALTRIA GROUP INC | 2,779 | $166.8M | 0.01% | |
| 125 | DUKDUKE ENERGY CORP NEW | 1,332 | $162.5M | 0.01% | |
| 126 | UEOWESTLAKE CORPORATION | 1,500 | $150.0M | 0.01% | |
| 127 | SHOPSHOPIFY INC | 1,500 | $143.2M | 0.01% | |
| 128 | BKBANK NEW YORK MELLON CORP | 1,700 | $142.6M | 0.01% | |
| 129 | MVTBLACKROCK MUNIVEST FD II INC | 13,238 | $139.9M | 0.01% | |
| 130 | MPCMARATHON PETE CORP | 942 | $137.2M | 0.01% | |
| 131 | IJHISHARES TR | 2,250 | $131.3M | 0.01% | |
| 132 | KMIKINDER MORGAN INC DEL | 4,500 | $128.4M | 0.01% | |
| 133 | KEYKEYCORP | 8,000 | $127.9M | 0.01% | |
| 134 | KDPKEURIG DR PEPPER INC | 3,579 | $122.5M | 0.01% | |
| 135 | VYMVANGUARD WHITEHALL FDS | 939 | $121.1M | 0.01% | |
| 136 | TAT&T INC | 4,252 | $120.2M | 0.01% | |
| 137 | SLBSCHLUMBERGER LTD | 2,770 | $115.8M | 0.01% | |
| 138 | VTVVANGUARD INDEX FDS | 641 | $110.7M | 0.01% | |
| 139 | JBTJBT MAREL CORPORATION | 900 | $110.0M | 0.01% | |
| 140 | SRESEMPRA | 1,500 | $107.0M | 0.01% | |
| 141 | ETNEATON CORP PLC | 387 | $105.2M | 0.01% | |
| 142 | DEODIAGEO PLC | 1,000 | $104.8M | 0.01% | |
| 143 | WTSWATTS WATER TECHNOLOGIES INC | 500 | $102.0M | 0.01% | |
| 144 | WYWEYERHAEUSER CO MTN BE | 3,413 | $99.9M | 0.01% | |
| 145 | TSLATESLA INC | 375 | $97.2M | 0.01% | |
| 146 | A4SAMERIPRISE FINL INC | 200 | $96.8M | 0.01% | |
| 147 | VUGVANGUARD INDEX FDS | 261 | $96.8M | 0.01% | |
| 148 | LENLENNAR CORP | 825 | $94.7M | 0.01% | |
| 149 | CMICUMMINS INC | 300 | $94.0M | 0.01% | |
| 150 | DEDEERE & CO | 200 | $93.9M | 0.01% | |
| 151 | BACVERIZON COMMUNICATIONS INC | 1,956 | $88.7M | 0.01% | |
| 152 | FISVFISERV INC | 400 | $88.3M | 0.01% | |
| 153 | CSXCSX CORP | 3,000 | $88.3M | 0.01% | |
| 154 | FDXFEDEX CORP | 355 | $86.5M | 0.01% | |
| 155 | EXASEXACT SCIENCES CORP | 1,997 | $86.5M | 0.01% | |
| 156 | CMECME GROUP INC | 323 | $85.7M | 0.01% | |
| 157 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,012 | $81.7M | 0.01% | |
| 158 | GHGUARDANT HEALTH INC | 1,900 | $80.9M | 0.01% | |
| 159 | 0VVBPARAMOUNT GLOBAL | 6,579 | $78.7M | 0.01% | |
| 160 | PSXPHILLIPS 66 | 625 | $77.2M | 0.01% | |
| 161 | DCOMDIME CMNTY BANCSHARES INC | 2,729 | $76.1M | 0.01% | |
| 162 | BABOEING CO | 440 | $75.0M | 0.01% | |
| 163 | PEGPUBLIC SVC ENTERPRISE GRP IN | 900 | $74.1M | 0.01% | |
| 164 | NOWSERVICENOW INC | 91 | $72.4M | 0.01% | |
| 165 | NEMNEWMONT CORP | 1,425 | $68.8M | 0.01% | |
| 166 | PDIPIMCO MUN INCOME FD | 7,712 | $68.2M | 0.01% | |
| 167 | ZBHZIMMER BIOMET HOLDINGS INC | 600 | $67.9M | 0.01% | |
| 168 | AMATAPPLIED MATLS INC | 436 | $63.3M | 0.01% | |
| 169 | UNHUNITEDHEALTH GROUP INC | 117 | $61.2M | 0.01% | |
| 170 | RTXRTX CORPORATION | 456 | $60.4M | 0.01% | |
| 171 | WMBWILLIAMS COS INC | 1,000 | $59.8M | 0.01% | |
| 172 | OECORION S.A. | 4,500 | $58.2M | 0.00% | |
| 173 | ESGDISHARES TR | 692 | $56.5M | 0.00% | |
| 174 | LLOEWS CORP | 601 | $55.2M | 0.00% | |
| 175 | CRSCARPENTER TECHNOLOGY CORP | 300 | $54.4M | 0.00% | |
| 176 | LWLAMB WESTON HLDGS INC | 1,014 | $54.0M | 0.00% | |
| 177 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 700 | $53.5M | 0.00% | |
| 178 | TDTORONTO DOMINION BK ONT | 883 | $52.9M | 0.00% | |
| 179 | CFCF INDS HLDGS INC | 675 | $52.8M | 0.00% | |
| 180 | LNTALLIANT ENERGY CORP | 800 | $51.5M | 0.00% | |
| 181 | VYMIVANGUARD WHITEHALL FDS | 694 | $51.1M | 0.00% | |
| 182 | CNPCENTERPOINT ENERGY INC | 1,400 | $50.7M | 0.00% | |
| 183 | IWPISHARES TR | 428 | $50.3M | 0.00% | |
| 184 | IRINGERSOLL RAND INC | 626 | $50.1M | 0.00% | |
| 185 | PGRPROGRESSIVE CORP | 175 | $49.5M | 0.00% | |
| 186 | SLVMSYLVAMO CORP | 727 | $48.8M | 0.00% | |
| 187 | OGEOGE ENERGY CORP | 1,056 | $48.5M | 0.00% | |
| 188 | AWMSKYWORKS SOLUTIONS INC | 750 | $48.5M | 0.00% | |
| 189 | CHDCHURCH & DWIGHT CO INC | 440 | $48.4M | 0.00% | |
| 190 | MSIMOTOROLA SOLUTIONS INC | 110 | $48.2M | 0.00% | |
| 191 | KHCKRAFT HEINZ CO | 1,568 | $47.7M | 0.00% | |
| 192 | IWFISHARES TR | 130 | $46.9M | 0.00% | |
| 193 | XELXCEL ENERGY INC | 652 | $46.2M | 0.00% | |
| 194 | INTUINTUIT | 75 | $46.0M | 0.00% | |
| 195 | MOSMOSAIC CO NEW | 1,700 | $45.9M | 0.00% | |
| 196 | ROPROPER TECHNOLOGIES INC | 75 | $44.2M | 0.00% | |
| 197 | SHAKSHAKE SHACK INC | 500 | $44.1M | 0.00% | |
| 198 | ALLEALLEGION PLC | 333 | $43.4M | 0.00% | |
| 199 | YUMYUM BRANDS INC | 276 | $43.4M | 0.00% | |
| 200 | USBUS BANCORP DEL | 1,000 | $42.2M | 0.00% |