Kimelman & Baird, LLC Q3 2025 Filing
Filed November 25, 2025
Portfolio Value
$1.3T
Holdings
307
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (307 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO. | 235,406 | $74.3B | 5.80% | |
| 2 | AAPLAPPLE INC | 288,020 | $73.3B | 5.73% | |
| 3 | MSFTMICROSOFT CORP | 122,238 | $63.3B | 4.94% | |
| 4 | AMZNAMAZON COM INC | 277,464 | $60.9B | 4.76% | |
| 5 | COSTCOSTCO WHSL CORP NEW | 63,075 | $58.4B | 4.56% | |
| 6 | CPRTCOPART INC | 1,233,862 | $55.5B | 4.33% | |
| 7 | BXBLACKSTONE INC | 316,973 | $54.2B | 4.23% | |
| 8 | TJXTJX COS INC NEW | 338,188 | $48.9B | 3.82% | |
| 9 | HDHOME DEPOT INC | 118,371 | $48.0B | 3.75% | |
| 10 | WMWASTE MGMT INC DEL | 211,121 | $46.6B | 3.64% | |
| 11 | MAMASTERCARD INCORPORATED | 80,756 | $45.9B | 3.59% | |
| 12 | BACBANK AMERICA CORP | 798,480 | $41.2B | 3.22% | |
| 13 | GOOGLALPHABET INC | 166,197 | $40.4B | 3.16% | |
| 14 | VVISA INC | 108,239 | $37.0B | 2.89% | |
| 15 | LLYELI LILLY & CO | 43,719 | $33.4B | 2.61% | |
| 16 | WCNWASTE CONNECTIONS INC | 189,255 | $33.3B | 2.60% | |
| 17 | UBERUBER TECHNOLOGIES INC | 338,057 | $33.1B | 2.59% | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 104,710 | $29.5B | 2.31% | |
| 19 | OCOWENS CORNING NEW | 206,316 | $29.2B | 2.28% | |
| 20 | HONHONEYWELL INTL INC | 129,759 | $27.3B | 2.13% | |
| 21 | UNPUNION PAC CORP | 102,304 | $24.2B | 1.89% | |
| 22 | OPLNOPENLANE INC | 808,630 | $23.3B | 1.82% | |
| 23 | MRVLMARVELL TECHNOLOGY INC | 246,641 | $20.7B | 1.62% | |
| 24 | NSCNORFOLK SOUTHN CORP | 56,880 | $17.1B | 1.33% | |
| 25 | LINLINDE PLC | 35,425 | $16.8B | 1.31% | |
| 26 | MDTMEDTRONIC PLC | 168,969 | $16.1B | 1.26% | |
| 27 | DOVDOVER CORP | 96,000 | $16.0B | 1.25% | |
| 28 | DISDISNEY WALT CO | 131,810 | $15.1B | 1.18% | |
| 29 | MRKMERCK & CO INC | 162,450 | $13.6B | 1.06% | |
| 30 | NKENIKE INC | 183,081 | $12.8B | 1.00% | |
| 31 | NVDANVIDIA CORPORATION | 59,373 | $11.1B | 0.87% | |
| 32 | XOMEXXON MOBIL CORP | 97,188 | $11.0B | 0.86% | |
| 33 | EMREMERSON ELEC CO | 68,585 | $9.0B | 0.70% | |
| 34 | MCDMCDONALDS CORP | 27,320 | $8.3B | 0.65% | |
| 35 | ABBVABBVIE INC | 31,070 | $7.2B | 0.56% | |
| 36 | CVXCHEVRON CORP NEW | 40,653 | $6.3B | 0.49% | |
| 37 | DMRCDIGIMARC CORP NEW | 635,370 | $6.2B | 0.48% | |
| 38 | MTBM & T BK CORP | 29,950 | $5.9B | 0.46% | |
| 39 | CACCAMDEN NATL CORP | 146,259 | $5.6B | 0.44% | |
| 40 | NEENEXTERA ENERGY INC | 68,424 | $5.2B | 0.40% | |
| 41 | GOOGALPHABET INC | 20,924 | $5.1B | 0.40% | |
| 42 | NUENUCOR CORP | 37,550 | $5.1B | 0.40% | |
| 43 | SHELSHELL PLC | 66,176 | $4.7B | 0.37% | |
| 44 | AMGNAMGEN INC | 14,240 | $4.0B | 0.31% | |
| 45 | STESTERIS PLC | 15,059 | $3.7B | 0.29% | |
| 46 | ABTABBOTT LABS | 23,639 | $3.2B | 0.25% | |
| 47 | GEGE AEROSPACE | 10,299 | $3.1B | 0.24% | |
| 48 | PGPROCTER AND GAMBLE CO | 19,670 | $3.0B | 0.24% | |
| 49 | MRSHMARSH & MCLENNAN COS INC | 12,795 | $2.6B | 0.20% | |
| 50 | TRVTRAVELERS COMPANIES INC | 8,514 | $2.4B | 0.19% | |
| 51 | STXSEAGATE TECHNOLOGY HLDNGS PL | 9,025 | $2.1B | 0.17% | |
| 52 | GQ9SPDR GOLD TR | 5,490 | $2.0B | 0.15% | |
| 53 | JNJJOHNSON & JOHNSON | 10,396 | $1.9B | 0.15% | |
| 54 | CSCOCISCO SYS INC | 22,870 | $1.6B | 0.12% | |
| 55 | SSFSENSIENT TECHNOLOGIES CORP | 16,650 | $1.6B | 0.12% | |
| 56 | ECLECOLAB INC | 5,658 | $1.5B | 0.12% | |
| 57 | 4I1PHILIP MORRIS INTL INC | 9,293 | $1.5B | 0.12% | |
| 58 | KIMKIMCO RLTY CORP | 68,125 | $1.5B | 0.12% | |
| 59 | MDLZMONDELEZ INTL INC | 23,355 | $1.5B | 0.11% | |
| 60 | SYYSYSCO CORP | 16,599 | $1.4B | 0.11% | |
| 61 | MTXMINERALS TECHNOLOGIES INC | 21,532 | $1.3B | 0.10% | |
| 62 | ULUNILEVER PLC | 21,600 | $1.3B | 0.10% | |
| 63 | GEVGE VERNOVA INC | 2,046 | $1.3B | 0.10% | |
| 64 | VSTVISTRA CORP | 6,200 | $1.2B | 0.09% | |
| 65 | PFEPFIZER INC | 45,166 | $1.2B | 0.09% | |
| 66 | CMCSACOMCAST CORP NEW | 34,778 | $1.1B | 0.09% | |
| 67 | EOGEOG RES INC | 9,695 | $1.1B | 0.08% | |
| 68 | KRKROGER CO | 15,300 | $1.0B | 0.08% | |
| 69 | DDDUPONT DE NEMOURS INC | 12,824 | $999.0M | 0.08% | |
| 70 | BMYBRISTOL-MYERS SQUIBB CO | 20,597 | $928.9M | 0.07% | |
| 71 | TTTRANE TECHNOLOGIES PLC | 2,190 | $924.1M | 0.07% | |
| 72 | FNLCFIRST BANCORP INC ME | 34,125 | $896.1M | 0.07% | |
| 73 | NVSNNOVARTIS AG | 6,850 | $878.4M | 0.07% | |
| 74 | GNRSPDR INDEX SHS FDS | 14,500 | $858.5M | 0.07% | |
| 75 | MMM3M CO | 5,400 | $838.0M | 0.07% | |
| 76 | GPCGENUINE PARTS CO | 5,500 | $762.3M | 0.06% | |
| 77 | METAMETA PLATFORMS INC | 1,027 | $754.2M | 0.06% | |
| 78 | QCOMQUALCOMM INC | 4,100 | $682.1M | 0.05% | |
| 79 | UTZUTZ BRANDS INC | 54,484 | $662.0M | 0.05% | |
| 80 | COPCONOCOPHILLIPS | 6,850 | $647.9M | 0.05% | |
| 81 | LITELUMENTUM HLDGS INC | 3,974 | $646.6M | 0.05% | |
| 82 | NWSANEWS CORP NEW | 20,812 | $639.1M | 0.05% | |
| 83 | PANWPALO ALTO NETWORKS INC | 3,000 | $610.9M | 0.05% | |
| 84 | NINISOURCE INC | 13,950 | $604.0M | 0.05% | |
| 85 | GISGENERAL MLS INC | 11,942 | $602.1M | 0.05% | |
| 86 | KOCOCA COLA CO | 8,170 | $541.9M | 0.04% | |
| 87 | KMBKIMBERLY-CLARK CORP | 4,350 | $540.9M | 0.04% | |
| 88 | WENWENDYS CO | 58,728 | $537.9M | 0.04% | |
| 89 | FULFULLER H B CO | 8,650 | $512.8M | 0.04% | |
| 90 | SJMSMUCKER J M CO | 4,500 | $488.7M | 0.04% | |
| 91 | CTVACORTEVA INC | 6,651 | $449.8M | 0.04% | |
| 92 | DOWDOW INC | 19,363 | $444.0M | 0.03% | |
| 93 | WMTWALMART INC | 4,263 | $439.4M | 0.03% | |
| 94 | SWSMURFIT WESTROCK PLC | 10,250 | $436.3M | 0.03% | |
| 95 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,914 | $425.5M | 0.03% | |
| 96 | WSMWILLIAMS SONOMA INC | 2,144 | $419.0M | 0.03% | |
| 97 | VOOVANGUARD INDEX FDS | 679 | $415.8M | 0.03% | |
| 98 | AXPAMERICAN EXPRESS CO | 1,250 | $415.2M | 0.03% | |
| 99 | NFLXNETFLIX INC | 340 | $407.6M | 0.03% | |
| 100 | PEPPEPSICO INC | 2,802 | $393.4M | 0.03% |
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