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 |
|---|---|---|---|---|---|
| 101 | AXPAMERICAN EXPRESS CO | 1,250 | $398.7M | 0.03% | |
| 102 | VOOVANGUARD INDEX FDS | 681 | $386.8M | 0.03% | |
| 103 | TFXTELEFLEX INCORPORATED | 3,198 | $378.5M | 0.03% | |
| 104 | IPINTERNATIONAL PAPER CO | 8,000 | $374.6M | 0.03% | |
| 105 | PEPPEPSICO INC | 2,802 | $369.9M | 0.03% | |
| 106 | WSMWILLIAMS SONOMA INC | 2,144 | $350.2M | 0.03% | |
| 107 | SPYSPDR S&P 500 ETF TR | 557 | $344.1M | 0.03% | |
| 108 | CLCOLGATE PALMOLIVE CO | 3,500 | $318.1M | 0.03% | |
| 109 | TXNTEXAS INSTRS INC | 1,500 | $311.4M | 0.03% | |
| 110 | BALLBALL CORP | 5,265 | $295.3M | 0.02% | |
| 111 | FMSFRESENIUS MEDICAL CARE AG | 9,734 | $278.1M | 0.02% | |
| 112 | EVRGEVERGY INC | 4,031 | $277.9M | 0.02% | |
| 113 | BRK/BBERKSHIRE HATHAWAY INC DEL | 500 | $242.9M | 0.02% | |
| 114 | ADBEADOBE INC | 619 | $239.5M | 0.02% | |
| 115 | ASHASHLAND INC | 4,728 | $237.7M | 0.02% | |
| 116 | ADMARCHER DANIELS MIDLAND CO | 3,966 | $209.3M | 0.02% | |
| 117 | EQTEQT CORP | 3,375 | $196.8M | 0.02% | |
| 118 | ENBENBRIDGE INC | 4,220 | $191.3M | 0.02% | |
| 119 | SHOPSHOPIFY INC | 1,500 | $173.0M | 0.01% | |
| 120 | MVFBLACKROCK MUNIVEST FD INC | 26,032 | $171.3M | 0.01% | |
| 121 | LCNBLCNB CORP | 11,500 | $167.1M | 0.01% | |
| 122 | MOALTRIA GROUP INC | 2,779 | $162.9M | 0.01% | |
| 123 | DUKDUKE ENERGY CORP NEW | 1,332 | $157.2M | 0.01% | |
| 124 | MPCMARATHON PETE CORP | 942 | $156.5M | 0.01% | |
| 125 | BKBANK NEW YORK MELLON CORP | 1,700 | $154.9M | 0.01% | |
| 126 | KMIKINDER MORGAN INC DEL | 5,211 | $153.2M | 0.01% | |
| 127 | CAGCONAGRA BRANDS INC | 7,220 | $147.8M | 0.01% | |
| 128 | IJHISHARES TR | 2,250 | $139.5M | 0.01% | |
| 129 | KEYKEYCORP | 8,000 | $139.4M | 0.01% | |
| 130 | ETNEATON CORP PLC | 387 | $138.2M | 0.01% | |
| 131 | MVTBLACKROCK MUNIVEST FD II INC | 13,238 | $136.6M | 0.01% | |
| 132 | VYMVANGUARD WHITEHALL FDS | 939 | $125.2M | 0.01% | |
| 133 | TAT&T INC | 4,252 | $123.1M | 0.01% | |
| 134 | WTSWATTS WATER TECHNOLOGIES INC | 500 | $122.9M | 0.01% | |
| 135 | TSLATESLA INC | 375 | $119.1M | 0.01% | |
| 136 | KDPKEURIG DR PEPPER INC | 3,512 | $116.1M | 0.01% | |
| 137 | VUGVANGUARD INDEX FDS | 261 | $114.4M | 0.01% | |
| 138 | UEOWESTLAKE CORPORATION | 1,500 | $113.9M | 0.01% | |
| 139 | SRESEMPRA | 1,500 | $113.7M | 0.01% | |
| 140 | VTVVANGUARD INDEX FDS | 641 | $113.3M | 0.01% | |
| 141 | JBTJBT MAREL CORPORATION | 900 | $108.2M | 0.01% | |
| 142 | A4SAMERIPRISE FINL INC | 200 | $106.7M | 0.01% | |
| 143 | EXASEXACT SCIENCES CORP | 1,997 | $106.1M | 0.01% | |
| 144 | DEDEERE & CO | 200 | $101.7M | 0.01% | |
| 145 | DEODIAGEO PLC | 1,000 | $100.8M | 0.01% | |
| 146 | SYKSTRYKER CORPORATION | 250 | $98.9M | 0.01% | |
| 147 | GHGUARDANT HEALTH INC | 1,900 | $98.9M | 0.01% | |
| 148 | CMICUMMINS INC | 300 | $98.3M | 0.01% | |
| 149 | CSXCSX CORP | 3,000 | $97.9M | 0.01% | |
| 150 | SLBSCHLUMBERGER LTD | 2,770 | $93.6M | 0.01% | |
| 151 | NOWSERVICENOW INC | 91 | $93.6M | 0.01% | |
| 152 | LENLENNAR CORP | 825 | $91.3M | 0.01% | |
| 153 | BABOEING CO | 433 | $90.8M | 0.01% | |
| 154 | CMECME GROUP INC | 323 | $89.0M | 0.01% | |
| 155 | WYWEYERHAEUSER CO MTN BE | 3,413 | $87.7M | 0.01% | |
| 156 | 0VVBPARAMOUNT GLOBAL | 6,579 | $84.9M | 0.01% | |
| 157 | BACVERIZON COMMUNICATIONS INC | 1,956 | $84.6M | 0.01% | |
| 158 | NEMNEWMONT CORP | 1,425 | $83.0M | 0.01% | |
| 159 | CRSCARPENTER TECHNOLOGY CORP | 300 | $82.9M | 0.01% | |
| 160 | FDXFEDEX CORP | 355 | $80.7M | 0.01% | |
| 161 | AMATAPPLIED MATLS INC | 436 | $79.9M | 0.01% | |
| 162 | PEGPUBLIC SVC ENTERPRISE GRP IN | 900 | $75.8M | 0.01% | |
| 163 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,012 | $75.0M | 0.01% | |
| 164 | PSXPHILLIPS 66 | 625 | $74.6M | 0.01% | |
| 165 | DCOMDIME CMNTY BANCSHARES INC | 2,729 | $73.5M | 0.01% | |
| 166 | FISVFISERV INC | 400 | $69.0M | 0.01% | |
| 167 | RTXRTX CORPORATION | 456 | $66.6M | 0.01% | |
| 168 | TDTORONTO DOMINION BK ONT | 883 | $64.9M | 0.01% | |
| 169 | WMBWILLIAMS COS INC | 1,000 | $62.8M | 0.01% | |
| 170 | CFCF INDS HLDGS INC | 675 | $62.1M | 0.01% | |
| 171 | MOSMOSAIC CO NEW | 1,700 | $62.0M | 0.01% | |
| 172 | ESGDISHARES TR | 692 | $61.7M | 0.01% | |
| 173 | PDIPIMCO MUN INCOME FD | 7,712 | $61.5M | 0.01% | |
| 174 | IWPISHARES TR | 428 | $59.4M | 0.00% | |
| 175 | INTUINTUIT | 75 | $59.1M | 0.00% | |
| 176 | FNFABRINET | 200 | $58.9M | 0.00% | |
| 177 | AWMSKYWORKS SOLUTIONS INC | 750 | $55.9M | 0.00% | |
| 178 | VYMIVANGUARD WHITEHALL FDS | 694 | $55.6M | 0.00% | |
| 179 | IWFISHARES TR | 130 | $55.2M | 0.00% | |
| 180 | LLOEWS CORP | 601 | $55.1M | 0.00% | |
| 181 | ZBHZIMMER BIOMET HOLDINGS INC | 600 | $54.7M | 0.00% | |
| 182 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 700 | $54.6M | 0.00% | |
| 183 | IRINGERSOLL RAND INC | 626 | $52.1M | 0.00% | |
| 184 | LWLAMB WESTON HLDGS INC | 999 | $51.8M | 0.00% | |
| 185 | CNPCENTERPOINT ENERGY INC | 1,400 | $51.4M | 0.00% | |
| 186 | ALLEALLEGION PLC | 333 | $48.0M | 0.00% | |
| 187 | OECORION S.A. | 4,500 | $47.2M | 0.00% | |
| 188 | OGEOGE ENERGY CORP | 1,056 | $46.9M | 0.00% | |
| 189 | PGRPROGRESSIVE CORP | 175 | $46.7M | 0.00% | |
| 190 | MSIMOTOROLA SOLUTIONS INC | 110 | $46.3M | 0.00% | |
| 191 | USBUS BANCORP DEL | 1,000 | $45.3M | 0.00% | |
| 192 | AQLTISHARES TR | 542 | $45.2M | 0.00% | |
| 193 | CDWCDW CORP | 250 | $44.6M | 0.00% | |
| 194 | XELXCEL ENERGY INC | 652 | $44.4M | 0.00% | |
| 195 | ASMLASML HOLDING N V | 55 | $44.1M | 0.00% | |
| 196 | ESGEISHARES INC | 1,124 | $44.0M | 0.00% | |
| 197 | MARMARRIOTT INTL INC NEW | 160 | $43.7M | 0.00% | |
| 198 | DRIDARDEN RESTAURANTS INC | 200 | $43.6M | 0.00% | |
| 199 | ROPROPER TECHNOLOGIES INC | 75 | $42.5M | 0.00% | |
| 200 | CHDCHURCH & DWIGHT CO INC | 440 | $42.3M | 0.00% |