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 |
|---|---|---|---|---|---|
| 101 | IPINTERNATIONAL PAPER CO | 8,000 | $371.2M | 0.03% | |
| 102 | SPYSPDR S&P 500 ETF TR | 557 | $371.1M | 0.03% | |
| 103 | FMCFMC CORP | 10,000 | $336.3M | 0.03% | |
| 104 | EVRGEVERGY INC | 4,031 | $306.4M | 0.02% | |
| 105 | CLCOLGATE PALMOLIVE CO | 3,500 | $279.8M | 0.02% | |
| 106 | TXNTEXAS INSTRS INC | 1,500 | $275.6M | 0.02% | |
| 107 | BALLBALL CORP | 5,265 | $265.5M | 0.02% | |
| 108 | FMSFRESENIUS MEDICAL CARE AG | 9,734 | $256.3M | 0.02% | |
| 109 | BRK/BBERKSHIRE HATHAWAY INC DEL | 500 | $251.4M | 0.02% | |
| 110 | ASHASHLAND INC | 4,728 | $226.5M | 0.02% | |
| 111 | ENBENBRIDGE INC | 4,220 | $212.9M | 0.02% | |
| 112 | KWRQUAKER HOUGHTON | 1,582 | $208.4M | 0.02% | |
| 113 | TFXTELEFLEX INCORPORATED | 1,698 | $207.7M | 0.02% | |
| 114 | ADMARCHER DANIELS MIDLAND CO | 3,415 | $204.0M | 0.02% | |
| 115 | ADBEADOBE INC | 534 | $188.4M | 0.01% | |
| 116 | BKBANK NEW YORK MELLON CORP | 1,700 | $185.2M | 0.01% | |
| 117 | EQTEQT CORP | 3,375 | $183.7M | 0.01% | |
| 118 | MOALTRIA GROUP INC | 2,779 | $183.6M | 0.01% | |
| 119 | MPCMARATHON PETE CORP | 942 | $181.6M | 0.01% | |
| 120 | MVFBLACKROCK MUNIVEST FD INC | 26,032 | $178.6M | 0.01% | |
| 121 | LCNBLCNB CORP | 11,500 | $172.4M | 0.01% | |
| 122 | SHOPSHOPIFY INC | 1,125 | $167.2M | 0.01% | |
| 123 | TSLATESLA INC | 375 | $166.8M | 0.01% | |
| 124 | DUKDUKE ENERGY CORP NEW | 1,332 | $164.8M | 0.01% | |
| 125 | KEYKEYCORP | 8,000 | $149.5M | 0.01% | |
| 126 | IJHISHARES TR | 2,250 | $146.8M | 0.01% | |
| 127 | ETNEATON CORP PLC | 387 | $144.8M | 0.01% | |
| 128 | MVTBLACKROCK MUNIVEST FD II INC | 13,238 | $140.7M | 0.01% | |
| 129 | WTSWATTS WATER TECHNOLOGIES INC | 500 | $139.6M | 0.01% | |
| 130 | ABNBAIRBNB INC | 1,149 | $139.5M | 0.01% | |
| 131 | SRESEMPRA | 1,500 | $135.0M | 0.01% | |
| 132 | CAGCONAGRA BRANDS INC | 7,220 | $132.2M | 0.01% | |
| 133 | KMIKINDER MORGAN INC DEL | 4,500 | $127.4M | 0.01% | |
| 134 | CMICUMMINS INC | 300 | $126.7M | 0.01% | |
| 135 | JBTJBT MAREL CORPORATION | 900 | $126.4M | 0.01% | |
| 136 | VUGVANGUARD INDEX FDS | 261 | $125.2M | 0.01% | |
| 137 | VTVVANGUARD INDEX FDS | 641 | $119.5M | 0.01% | |
| 138 | GHGUARDANT HEALTH INC | 1,900 | $118.7M | 0.01% | |
| 139 | UEOWESTLAKE CORPORATION | 1,500 | $115.6M | 0.01% | |
| 140 | NEMNEWMONT CORP | 1,360 | $114.7M | 0.01% | |
| 141 | TAT&T INC | 4,058 | $114.6M | 0.01% | |
| 142 | EXASEXACT SCIENCES CORP | 1,997 | $109.3M | 0.01% | |
| 143 | CSXCSX CORP | 3,000 | $106.5M | 0.01% | |
| 144 | LENLENNAR CORP | 825 | $104.0M | 0.01% | |
| 145 | A4SAMERIPRISE FINL INC | 200 | $98.3M | 0.01% | |
| 146 | DEODIAGEO PLC | 1,000 | $95.4M | 0.01% | |
| 147 | SYKSTRYKER CORPORATION | 250 | $92.4M | 0.01% | |
| 148 | VYMVANGUARD WHITEHALL FDS | 654 | $92.2M | 0.01% | |
| 149 | KDPKEURIG DR PEPPER INC | 3,512 | $89.6M | 0.01% | |
| 150 | AMATAPPLIED MATLS INC | 436 | $89.3M | 0.01% | |
| 151 | CMECME GROUP INC | 323 | $87.3M | 0.01% | |
| 152 | BACVERIZON COMMUNICATIONS INC | 1,956 | $86.0M | 0.01% | |
| 153 | PSXPHILLIPS 66 | 625 | $85.0M | 0.01% | |
| 154 | WYWEYERHAEUSER CO MTN BE | 3,413 | $84.6M | 0.01% | |
| 155 | NOWSERVICENOW INC | 91 | $83.7M | 0.01% | |
| 156 | FDXFEDEX CORP | 355 | $83.7M | 0.01% | |
| 157 | DCOMDIME CMNTY BANCSHARES INC | 2,729 | $81.4M | 0.01% | |
| 158 | RTXRTX CORPORATION | 456 | $76.3M | 0.01% | |
| 159 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,004 | $75.4M | 0.01% | |
| 160 | PEGPUBLIC SVC ENTERPRISE GRP IN | 900 | $75.1M | 0.01% | |
| 161 | CRSCARPENTER TECHNOLOGY CORP | 300 | $73.7M | 0.01% | |
| 162 | BABOEING CO | 333 | $72.0M | 0.01% | |
| 163 | TDTORONTO DOMINION BK ONT | 883 | $70.6M | 0.01% | |
| 164 | PMLPIMCO MUN INCOME FD II | 8,272 | $65.4M | 0.01% | |
| 165 | WMBWILLIAMS COS INC | 1,000 | $63.4M | 0.00% | |
| 166 | UPSUNITED PARCEL SERVICE INC | 742 | $62.0M | 0.00% | |
| 167 | IWPISHARES TR | 428 | $61.0M | 0.00% | |
| 168 | IWFISHARES TR | 130 | $60.9M | 0.00% | |
| 169 | CFCF INDS HLDGS INC | 675 | $60.5M | 0.00% | |
| 170 | LLOEWS CORP | 601 | $60.3M | 0.00% | |
| 171 | ZBHZIMMER BIOMET HOLDINGS INC | 600 | $59.1M | 0.00% | |
| 172 | ALLEALLEGION PLC | 333 | $59.1M | 0.00% | |
| 173 | SLBSCHLUMBERGER LTD | 1,705 | $58.6M | 0.00% | |
| 174 | LWLAMB WESTON HLDGS INC | 999 | $58.0M | 0.00% | |
| 175 | PLTRPALANTIR TECHNOLOGIES INC | 300 | $54.7M | 0.00% | |
| 176 | CNPCENTERPOINT ENERGY INC | 1,400 | $54.3M | 0.00% | |
| 177 | ASMLASML HOLDING N V | 55 | $53.2M | 0.00% | |
| 178 | XELXCEL ENERGY INC | 652 | $52.6M | 0.00% | |
| 179 | IRINGERSOLL RAND INC | 626 | $51.7M | 0.00% | |
| 180 | FISVFISERV INC | 400 | $51.6M | 0.00% | |
| 181 | INTUINTUIT | 75 | $51.2M | 0.00% | |
| 182 | MSIMOTOROLA SOLUTIONS INC | 110 | $50.3M | 0.00% | |
| 183 | OGEOGE ENERGY CORP | 1,056 | $48.9M | 0.00% | |
| 184 | USBUS BANCORP DEL | 1,000 | $48.3M | 0.00% | |
| 185 | CATCATERPILLAR INC | 100 | $47.7M | 0.00% | |
| 186 | AQLTISHARES TR | 542 | $47.3M | 0.00% | |
| 187 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 700 | $46.9M | 0.00% | |
| 188 | DEDEERE & CO | 100 | $45.7M | 0.00% | |
| 189 | OTXOPEN TEXT CORP | 1,200 | $44.9M | 0.00% | |
| 190 | DDOMINION ENERGY INC | 730 | $44.7M | 0.00% | |
| 191 | MARMARRIOTT INTL INC NEW | 167 | $43.5M | 0.00% | |
| 192 | PGRPROGRESSIVE CORP | 175 | $43.2M | 0.00% | |
| 193 | LOWLOWES COS INC | 170 | $42.7M | 0.00% | |
| 194 | YUMYUM BRANDS INC | 276 | $42.0M | 0.00% | |
| 195 | MOSMOSAIC CO NEW | 1,200 | $41.6M | 0.00% | |
| 196 | VYMIVANGUARD WHITEHALL FDS | 488 | $41.3M | 0.00% | |
| 197 | KHCKRAFT HEINZ CO | 1,568 | $40.8M | 0.00% | |
| 198 | LNTALLIANT ENERGY CORP | 600 | $40.4M | 0.00% | |
| 199 | UNHUNITEDHEALTH GROUP INC | 117 | $40.4M | 0.00% | |
| 200 | CDWCDW CORP | 250 | $39.8M | 0.00% |