Kimelman & Baird, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$1.2T
Holdings
342
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (342 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO. | 244,063 | $70.8B | 5.76% | |
| 2 | COSTCOSTCO WHSL CORP NEW | 62,677 | $62.0B | 5.05% | |
| 3 | MSFTMICROSOFT CORP | 124,280 | $61.8B | 5.03% | |
| 4 | AMZNAMAZON COM INC | 276,978 | $60.8B | 4.95% | |
| 5 | AAPLAPPLE INC | 293,968 | $60.3B | 4.91% | |
| 6 | CPRTCOPART INC | 1,222,165 | $60.0B | 4.88% | |
| 7 | WMWASTE MGMT INC DEL | 209,790 | $48.0B | 3.91% | |
| 8 | BXBLACKSTONE INC | 316,392 | $47.3B | 3.85% | |
| 9 | MAMASTERCARD INCORPORATED | 80,430 | $45.2B | 3.68% | |
| 10 | HDHOME DEPOT INC | 118,118 | $43.3B | 3.53% | |
| 11 | TJXTJX COS INC NEW | 335,623 | $41.4B | 3.37% | |
| 12 | VVISA INC | 107,165 | $38.0B | 3.10% | |
| 13 | BACBANK AMERICA CORP | 791,932 | $37.5B | 3.05% | |
| 14 | WCNWASTE CONNECTIONS INC | 187,532 | $35.0B | 2.85% | |
| 15 | LLYELI LILLY & CO | 44,283 | $34.5B | 2.81% | |
| 16 | UBERUBER TECHNOLOGIES INC | 334,622 | $31.2B | 2.54% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 103,765 | $30.6B | 2.49% | |
| 18 | GOOGLALPHABET INC | 171,068 | $30.1B | 2.45% | |
| 19 | HONHONEYWELL INTL INC | 128,082 | $29.8B | 2.43% | |
| 20 | OCOWENS CORNING NEW | 204,741 | $28.2B | 2.29% | |
| 21 | UNPUNION PAC CORP | 102,304 | $23.5B | 1.92% | |
| 22 | OPLNOPENLANE INC | 798,502 | $19.5B | 1.59% | |
| 23 | DOVDOVER CORP | 96,000 | $17.6B | 1.43% | |
| 24 | LINLINDE PLC | 34,440 | $16.2B | 1.32% | |
| 25 | DISDISNEY WALT CO | 129,050 | $16.0B | 1.30% | |
| 26 | NSCNORFOLK SOUTHN CORP | 56,880 | $14.6B | 1.19% | |
| 27 | UPSUNITED PARCEL SERVICE INC | 135,994 | $13.7B | 1.12% | |
| 28 | MRKMERCK & CO INC | 162,450 | $12.9B | 1.05% | |
| 29 | NKENIKE INC | 180,556 | $12.8B | 1.04% | |
| 30 | MDTMEDTRONIC PLC | 138,991 | $12.1B | 0.99% | |
| 31 | XOMEXXON MOBIL CORP | 97,589 | $10.5B | 0.86% | |
| 32 | EMREMERSON ELEC CO | 68,585 | $9.1B | 0.74% | |
| 33 | NVDANVIDIA CORPORATION | 57,171 | $9.0B | 0.74% | |
| 34 | DMRCDIGIMARC CORP NEW | 640,851 | $8.5B | 0.69% | |
| 35 | MCDMCDONALDS CORP | 27,320 | $8.0B | 0.65% | |
| 36 | MRVLMARVELL TECHNOLOGY INC | 80,315 | $6.2B | 0.51% | |
| 37 | CACCAMDEN NATL CORP | 147,811 | $6.0B | 0.49% | |
| 38 | MTBM & T BK CORP | 29,950 | $5.8B | 0.47% | |
| 39 | ABBVABBVIE INC | 31,070 | $5.8B | 0.47% | |
| 40 | CVXCHEVRON CORP NEW | 37,660 | $5.4B | 0.44% | |
| 41 | NUENUCOR CORP | 37,550 | $4.9B | 0.40% | |
| 42 | NEENEXTERA ENERGY INC | 68,424 | $4.7B | 0.39% | |
| 43 | SHELSHELL PLC | 66,176 | $4.7B | 0.38% | |
| 44 | GOOGALPHABET INC | 23,404 | $4.2B | 0.34% | |
| 45 | AMGNAMGEN INC | 14,790 | $4.1B | 0.34% | |
| 46 | STESTERIS PLC | 15,402 | $3.7B | 0.30% | |
| 47 | ABTABBOTT LABS | 23,639 | $3.2B | 0.26% | |
| 48 | PGPROCTER AND GAMBLE CO | 19,670 | $3.1B | 0.26% | |
| 49 | MRSHMARSH & MCLENNAN COS INC | 12,795 | $2.8B | 0.23% | |
| 50 | GEGE AEROSPACE | 10,324 | $2.7B | 0.22% | |
| 51 | TRVTRAVELERS COMPANIES INC | 8,536 | $2.3B | 0.19% | |
| 52 | SSFSENSIENT TECHNOLOGIES CORP | 17,250 | $1.7B | 0.14% | |
| 53 | 4I1PHILIP MORRIS INTL INC | 9,293 | $1.7B | 0.14% | |
| 54 | GQ9SPDR GOLD TR | 5,490 | $1.7B | 0.14% | |
| 55 | CSCOCISCO SYS INC | 24,006 | $1.7B | 0.14% | |
| 56 | JNJJOHNSON & JOHNSON | 10,396 | $1.6B | 0.13% | |
| 57 | MDLZMONDELEZ INTL INC | 23,355 | $1.6B | 0.13% | |
| 58 | KIMKIMCO RLTY CORP | 73,125 | $1.5B | 0.13% | |
| 59 | ECLECOLAB INC | 5,658 | $1.5B | 0.12% | |
| 60 | ULUNILEVER PLC | 21,600 | $1.3B | 0.11% | |
| 61 | STXSEAGATE TECHNOLOGY HLDNGS PL | 9,025 | $1.3B | 0.11% | |
| 62 | SYYSYSCO CORP | 16,599 | $1.3B | 0.10% | |
| 63 | MTXMINERALS TECHNOLOGIES INC | 22,782 | $1.3B | 0.10% | |
| 64 | CMCSACOMCAST CORP NEW | 34,778 | $1.2B | 0.10% | |
| 65 | EOGEOG RES INC | 10,095 | $1.2B | 0.10% | |
| 66 | VSTVISTRA CORP | 6,200 | $1.2B | 0.10% | |
| 67 | PFEPFIZER INC | 46,366 | $1.1B | 0.09% | |
| 68 | KRKROGER CO | 15,300 | $1.1B | 0.09% | |
| 69 | GEVGE VERNOVA INC | 2,052 | $1.1B | 0.09% | |
| 70 | BMYBRISTOL-MYERS SQUIBB CO | 21,247 | $983.5M | 0.08% | |
| 71 | TTTRANE TECHNOLOGIES PLC | 2,190 | $957.9M | 0.08% | |
| 72 | DDDUPONT DE NEMOURS INC | 12,824 | $879.6M | 0.07% | |
| 73 | FNLCFIRST BANCORP INC ME | 34,125 | $867.1M | 0.07% | |
| 74 | NVSNNOVARTIS AG | 6,850 | $828.9M | 0.07% | |
| 75 | MMM3M CO | 5,400 | $822.1M | 0.07% | |
| 76 | GNRSPDR INDEX SHS FDS | 14,500 | $786.5M | 0.06% | |
| 77 | METAMETA PLATFORMS INC | 1,027 | $758.0M | 0.06% | |
| 78 | UTZUTZ BRANDS INC | 54,484 | $683.8M | 0.06% | |
| 79 | WENWENDYS CO | 58,728 | $670.7M | 0.05% | |
| 80 | GPCGENUINE PARTS CO | 5,500 | $667.2M | 0.05% | |
| 81 | QCOMQUALCOMM INC | 4,100 | $653.0M | 0.05% | |
| 82 | NWSANEWS CORP NEW | 21,937 | $652.0M | 0.05% | |
| 83 | GISGENERAL MLS INC | 11,942 | $618.7M | 0.05% | |
| 84 | COPCONOCOPHILLIPS | 6,850 | $614.7M | 0.05% | |
| 85 | PANWPALO ALTO NETWORKS INC | 3,000 | $613.9M | 0.05% | |
| 86 | KOCOCA COLA CO | 8,170 | $578.1M | 0.05% | |
| 87 | NINISOURCE INC | 13,950 | $562.7M | 0.05% | |
| 88 | KMBKIMBERLY-CLARK CORP | 4,350 | $560.8M | 0.05% | |
| 89 | LITELUMENTUM HLDGS INC | 5,874 | $558.4M | 0.05% | |
| 90 | IFFINTERNATIONAL FLAVORS&FRAGRA | 7,114 | $523.2M | 0.04% | |
| 91 | FULFULLER H B CO | 8,650 | $520.3M | 0.04% | |
| 92 | DOWDOW INC | 19,363 | $512.7M | 0.04% | |
| 93 | NFLXNETFLIX INC | 375 | $502.2M | 0.04% | |
| 94 | CTVACORTEVA INC | 6,651 | $495.7M | 0.04% | |
| 95 | KWRQUAKER HOUGHTON | 3,982 | $445.7M | 0.04% | |
| 96 | SWSMURFIT WESTROCK PLC | 10,250 | $442.3M | 0.04% | |
| 97 | SJMSMUCKER J M CO | 4,500 | $441.9M | 0.04% | |
| 98 | FMCFMC CORP | 10,000 | $417.5M | 0.03% | |
| 99 | HESHESS CORP | 3,000 | $415.6M | 0.03% | |
| 100 | WMTWALMART INC | 4,178 | $408.6M | 0.03% |
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