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)

#StockSharesValue% PortfolioType
201
DRIDARDEN RESTAURANTS INC
200$41.6M0.00%
202
AQLTISHARES TR
542$41.0M0.00%
203
DDOMINION ENERGY INC
730$40.9M0.00%
204
SBUXSTARBUCKS CORP
416$40.8M0.00%
205
CDWCDW CORP
250$40.1M0.00%
206
LOWLOWES COS INC
170$39.6M0.00%
207
FNFABRINET
200$39.5M0.00%
208
ESGEISHARES INC
1,124$39.3M0.00%
209
MARMARRIOTT INTL INC NEW
160$38.1M0.00%
210
CBCHUBB LIMITED
125$37.7M0.00%
211
WABCWESTAMERICA BANCORPORATION
740$37.5M0.00%
212
DGSWISDOMTREE TR
763$36.9M0.00%
213
DYHTARGET CORP
350$36.5M0.00%
214
ASMLASML HOLDING N V
55$36.4M0.00%
215
IWSISHARES TR
284$35.8M0.00%
216
UGIUGI CORP NEW
1,050$34.7M0.00%
217
REGNREGENERON PHARMACEUTICALS
54$34.2M0.00%
218
CHRCHURCHILL DOWNS INC
300$33.3M0.00%
219
CATCATERPILLAR INC
100$33.0M0.00%
220
ITOTISHARES TR
269$32.8M0.00%
221
RSPTINVESCO EXCHANGE TRADED FD T
910$31.1M0.00%
222
OTXOPEN TEXT CORP
1,200$30.3M0.00%
223
ESMLISHARES TR
747$28.7M0.00%
224
FOXAFOX CORP
506$28.6M0.00%
225
DALDELTA AIR LINES INC DEL
650$28.3M0.00%
226
NULVNUSHARES ETF TR
662$26.8M0.00%
227
IJKISHARES TR
300$25.0M0.00%
228
METMETLIFE INC
300$24.1M0.00%
229
PMBSPIMCO ETF TR
247$23.9M0.00%
230
FFORD MTR CO
2,360$23.7M0.00%
231
DELLDELL TECHNOLOGIES INC
252$23.0M0.00%
232
GILDGILEAD SCIENCES INC
200$22.4M0.00%
233
ROBOEXCHANGE TRADED CONCEPTS TRU
401$20.7M0.00%
234
ELLAUDER ESTEE COS INC
300$19.8M0.00%
235
DNPDNP SELECT INCOME FD INC
2,000$19.8M0.00%
236
FSKFS KKR CAP CORP
902$18.9M0.00%
237
WBAWALGREENS BOOTS ALLIANCE INC
1,600$17.9M0.00%
238
INTCINTEL CORP
768$17.4M0.00%
239
SKAASKECHERS U S A INC
300$17.0M0.00%
240
PTACOHEN & STEERS TAX ADVAN PFD
800$15.6M0.00%
241
NMRKNEWMARK GROUP INC
1,273$15.5M0.00%
242
JFRNUVEEN FLOATING RATE INCOME
1,823$15.4M0.00%
243
APOAPOLLO GLOBAL MGMT INC
112$15.3M0.00%
244
EVTCEVERTEC INC
401$14.7M0.00%
245
YUMCYUM CHINA HLDGS INC
276$14.4M0.00%
246
VIGIVANGUARD WHITEHALL FDS
172$14.3M0.00%
247
XFRAXBLACKROCK FLOATING RATE INCO
1,094$14.1M0.00%
248
GLWCORNING INC
300$13.7M0.00%
249
BCSFBAIN CAP SPECIALTY FIN INC
800$13.3M0.00%
250
VLOVALERO ENERGY CORP
100$13.2M0.00%
251
WECWEC ENERGY GROUP INC
116$12.6M0.00%
252
PLAYDAVE & BUSTERS ENTMT INC
700$12.3M0.00%
253
CPBTHE CAMPBELLS COMPANY
300$12.0M0.00%
254
SOLVSOLVENTUM CORP
150$11.4M0.00%
255
VTRSVIATRIS INC
1,301$11.3M0.00%
256
ADPAUTOMATIC DATA PROCESSING IN
36$11.0M0.00%
257
MRPMILLROSE PPTYS INC
412$10.9M0.00%
258
NDLSUSDNOODLES & CO
10,000$10.9M0.00%
259
CRCCANADIAN NAT RES LTD
350$10.8M0.00%
260
KXIISHARES TR
161$10.3M0.00%
261
LEMBISHARES INC
275$10.3M0.00%
262
SEESEALED AIR CORP NEW
356$10.3M0.00%
263
MRVLMARVELL TECHNOLOGY INC
165$10.2M0.00%
264
OXYOCCIDENTAL PETE CORP
200$9.9M0.00%
265
ETSYETSY INC
200$9.4M0.00%
266
WSBCWESBANCO INC
300$9.3M0.00%
267
ASGIABRDN GLOBAL INFRA INCOME FU
500$9.2M0.00%
268
PPTPUTNAM PREMIER INCOME TR
2,529$9.1M0.00%
269
WBDWARNER BROS DISCOVERY INC
736$7.9M0.00%
270
KTOSKRATOS DEFENSE & SEC SOLUTIO
250$7.4M0.00%
271
AAAUGOLDMAN SACHS PHYSICAL GOLD
225$6.9M0.00%
272
OGNORGANON & CO
452$6.7M0.00%
273
TLTISHARES TR
73$6.6M0.00%
274
LBRDKLIBERTY BROADBAND CORP
75$6.4M0.00%
275
EMNEASTMAN CHEM CO
72$6.3M0.00%
276
BLKBLACKROCK INC
6$5.7M0.00%
277
UFIUNIFI INC
1,000$4.8M0.00%
278
TMUST-MOBILE US INC
18$4.8M0.00%
279
ENPHENPHASE ENERGY INC
55$3.4M0.00%
280
SIRISIRIUSXM HOLDINGS INC
138$3.1M0.00%
281
TTDTHE TRADE DESK INC
50$2.7M0.00%
282
FCPTFOUR CORNERS PPTY TR INC
90$2.6M0.00%
283
SGHCSUPER GROUP SGHC LIMITED
400$2.6M0.00%
284
HUMHUMANA INC
9$2.4M0.00%
285
OXY/WSOCCIDENTAL PETE CORP
81$2.2M0.00%
286
AG8AGILENT TECHNOLOGIES INC
19$2.2M0.00%
287
FWONALIBERTY MEDIA CORP DEL
32$2.2M0.00%
288
CMPCOMPASS MINERALS INTL INC
200$1.9M0.00%
289
ALCALCON AG
18$1.7M0.00%
290
COINCOINBASE GLOBAL INC
9$1.6M0.00%
291
FWONALIBERTY MEDIA CORP DEL
17$1.5M0.00%
292
SPGIS&P GLOBAL INC
3$1.5M0.00%
293
SCHWSCHWAB CHARLES CORP
19$1.5M0.00%
294
MCOMOODYS CORP
3$1.4M0.00%
295
T7DTRANSDIGM GROUP INC
1$1.4M0.00%
296
CCCHEMOURS CO
100$1.4M0.00%
297
KEYSKEYSIGHT TECHNOLOGIES INC
9$1.3M0.00%
298
KDKYNDRYL HLDGS INC
40$1.3M0.00%
299
VISTVISTA ENERGY S.A.B. DE C.V.
22$1.0M0.00%
300
KWEBKRANESHARES TRUST
29$1.0M0.00%
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