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 |
|---|---|---|---|---|---|
| 201 | IWSISHARES TR | 284 | $39.7M | 0.00% | |
| 202 | INTCINTEL CORP | 1,168 | $39.2M | 0.00% | |
| 203 | ITOTISHARES TR | 269 | $39.2M | 0.00% | |
| 204 | CHDCHURCH & DWIGHT CO INC | 440 | $38.6M | 0.00% | |
| 205 | DRIDARDEN RESTAURANTS INC | 200 | $38.1M | 0.00% | |
| 206 | ROPROPER TECHNOLOGIES INC | 75 | $37.4M | 0.00% | |
| 207 | WABCWESTAMERICA BANCORPORATION | 740 | $37.0M | 0.00% | |
| 208 | DALDELTA AIR LINES INC DEL | 650 | $36.9M | 0.00% | |
| 209 | DELLDELL TECHNOLOGIES INC | 252 | $35.7M | 0.00% | |
| 210 | CBCHUBB LIMITED | 125 | $35.3M | 0.00% | |
| 211 | SBUXSTARBUCKS CORP | 416 | $35.2M | 0.00% | |
| 212 | UGIUGI CORP NEW | 1,050 | $34.9M | 0.00% | |
| 213 | SLVMSYLVAMO CORP | 726 | $32.1M | 0.00% | |
| 214 | TGTTARGET CORP | 350 | $31.4M | 0.00% | |
| 215 | WFC 7.5 PERP LWELLS FARGO CO NEW | 25 | $30.9M | 0.00% | |
| 216 | REGNREGENERON PHARMACEUTICALS | 54 | $30.4M | 0.00% | |
| 217 | CHRCHURCHILL DOWNS INC | 300 | $29.1M | 0.00% | |
| 218 | IJKISHARES TR | 300 | $28.8M | 0.00% | |
| 219 | ELLAUDER ESTEE COS INC | 300 | $26.4M | 0.00% | |
| 220 | METMETLIFE INC | 300 | $24.7M | 0.00% | |
| 221 | NMRKNEWMARK GROUP INC | 1,273 | $23.7M | 0.00% | |
| 222 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 250 | $22.8M | 0.00% | |
| 223 | GILDGILEAD SCIENCES INC | 200 | $22.2M | 0.00% | |
| 224 | BA 6 10/15/27BOEING CO | 300 | $20.9M | 0.00% | |
| 225 | DNPDNP SELECT INCOME FD INC | 2,000 | $20.0M | 0.00% | |
| 226 | OECORION S.A. | 2,500 | $18.9M | 0.00% | |
| 227 | PTACOHEN & STEERS TAX ADVAN PFD | 800 | $16.3M | 0.00% | |
| 228 | JFRNUVEEN FLOATING RATE INCOME | 1,823 | $14.9M | 0.00% | |
| 229 | XFRAXBLACKROCK FLOATING RATE INCO | 1,094 | $14.2M | 0.00% | |
| 230 | MRPMILLROSE PPTYS INC | 412 | $13.8M | 0.00% | |
| 231 | EVTCEVERTEC INC | 401 | $13.5M | 0.00% | |
| 232 | FSKFS KKR CAP CORP | 902 | $13.5M | 0.00% | |
| 233 | WECWEC ENERGY GROUP INC | 116 | $13.3M | 0.00% | |
| 234 | ETSYETSY INC | 200 | $13.3M | 0.00% | |
| 235 | WBDWARNER BROS DISCOVERY INC | 640 | $12.5M | 0.00% | |
| 236 | FFORD MTR CO | 1,000 | $12.0M | 0.00% | |
| 237 | YUMCYUM CHINA HLDGS INC | 276 | $11.8M | 0.00% | |
| 238 | BCSFBAIN CAP SPECIALTY FIN INC | 800 | $11.4M | 0.00% | |
| 239 | VTRSVIATRIS INC | 1,113 | $11.0M | 0.00% | |
| 240 | SOLVSOLVENTUM CORP | 150 | $10.9M | 0.00% | |
| 241 | ASGIABRDN GLOBAL INFRA INCOME FU | 500 | $10.6M | 0.00% | |
| 242 | WSBCWESBANCO INC | 300 | $9.6M | 0.00% | |
| 243 | CPBTHE CAMPBELLS COMPANY | 300 | $9.5M | 0.00% | |
| 244 | PPTPUTNAM PREMIER INCOME TR | 2,529 | $9.3M | 0.00% | |
| 245 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 225 | $8.6M | 0.00% | |
| 246 | SEESEALED AIR CORP NEW | 178 | $6.3M | 0.00% | |
| 247 | SGHCSUPER GROUP SGHC LIMITED | 400 | $5.3M | 0.00% | |
| 248 | OGNORGANON & CO | 452 | $4.8M | 0.00% | |
| 249 | LBRDKLIBERTY BROADBAND CORP | 75 | $4.8M | 0.00% | |
| 250 | TMUST-MOBILE US INC | 18 | $4.3M | 0.00% | |
| 251 | NMAXNEWSMAX INC | 300 | $3.7M | 0.00% | |
| 252 | PSKYPARAMOUNT SKYDANCE CORP | 179 | $3.4M | 0.00% | |
| 253 | FWONALIBERTY MEDIA CORP DEL | 32 | $3.1M | 0.00% | |
| 254 | COINCOINBASE GLOBAL INC | 9 | $3.0M | 0.00% | |
| 255 | SIRISIRIUSXM HOLDINGS INC | 110 | $2.6M | 0.00% | |
| 256 | TTDTHE TRADE DESK INC | 50 | $2.5M | 0.00% | |
| 257 | AG8AGILENT TECHNOLOGIES INC | 19 | $2.4M | 0.00% | |
| 258 | HUMHUMANA INC | 9 | $2.3M | 0.00% | |
| 259 | FCPTFOUR CORNERS PPTY TR INC | 90 | $2.2M | 0.00% | |
| 260 | ENPHENPHASE ENERGY INC | 55 | $1.9M | 0.00% | |
| 261 | CCOCAMECO CORP | 23 | $1.9M | 0.00% | |
| 262 | SCHWSCHWAB CHARLES CORP | 19 | $1.8M | 0.00% | |
| 263 | CCCHEMOURS CO | 100 | $1.6M | 0.00% | |
| 264 | KEYSKEYSIGHT TECHNOLOGIES INC | 9 | $1.6M | 0.00% | |
| 265 | SPGIS&P GLOBAL INC | 3 | $1.5M | 0.00% | |
| 266 | AMDADVANCED MICRO DEVICES INC | 9 | $1.5M | 0.00% | |
| 267 | MCOMOODYS CORP | 3 | $1.4M | 0.00% | |
| 268 | OXY/WSOCCIDENTAL PETE CORP | 56 | $1.4M | 0.00% | |
| 269 | DMLDENISON MINES CORP | 517 | $1.4M | 0.00% | |
| 270 | ORCLORACLE CORP | 5 | $1.4M | 0.00% | |
| 271 | ALCALCON AG | 18 | $1.3M | 0.00% | |
| 272 | T7DTRANSDIGM GROUP INC | 1 | $1.3M | 0.00% | |
| 273 | NBISNEBIUS GROUP N.V. | 11 | $1.2M | 0.00% | |
| 274 | KWEBKRANESHARES TRUST | 29 | $1.2M | 0.00% | |
| 275 | KDKYNDRYL HLDGS INC | 40 | $1.2M | 0.00% | |
| 276 | NXENEXGEN ENERGY LTD | 131 | $1.2M | 0.00% | |
| 277 | ZIMVZIMVIE INC | 60 | $1.1M | 0.00% | |
| 278 | ITUBITAU UNIBANCO HLDG S A | 146 | $1.1M | 0.00% | |
| 279 | EWJISHARES INC | 13 | $1.0M | 0.00% | |
| 280 | TMOTHERMO FISHER SCIENTIFIC INC | 2 | $971K | 0.00% | |
| 281 | CPCANADIAN PACIFIC KANSAS CITY | 12 | $894K | 0.00% | |
| 282 | HDBHDFC BANK LTD | 26 | $889K | 0.00% | |
| 283 | NUNU HLDGS LTD | 55 | $881K | 0.00% | |
| 284 | SSNCSS&C TECHNOLOGIES HLDGS INC | 9 | $799K | 0.00% | |
| 285 | VISTVISTA ENERGY S.A.B. DE C.V. | 22 | $757K | 0.00% | |
| 286 | NKTRNEKTAR THERAPEUTICS | 13 | $740K | 0.00% | |
| 287 | OKTAOKTA INC | 8 | $734K | 0.00% | |
| 288 | CNRCANADIAN NATL RY CO | 7 | $661K | 0.00% | |
| 289 | KODKEASTMAN KODAK CO | 100 | $641K | 0.00% | |
| 290 | IQVIQVIA HLDGS INC | 3 | $570K | 0.00% | |
| 291 | ESTCELASTIC N V | 6 | $507K | 0.00% | |
| 292 | ADIANALOG DEVICES INC | 2 | $492K | 0.00% | |
| 293 | CFLTCONFLUENT INC | 24 | $476K | 0.00% | |
| 294 | GPKGRAPHIC PACKAGING HLDG CO | 24 | $470K | 0.00% | |
| 295 | FIVEFIVE BELOW INC | 3 | $465K | 0.00% | |
| 296 | URNMSPROTT FDS TR | 7 | $424K | 0.00% | |
| 297 | SUSUNCOR ENERGY INC NEW | 9 | $377K | 0.00% | |
| 298 | LBTYALIBERTY GLOBAL LTD | 30 | $353K | 0.00% | |
| 299 | XPELXPEL INC | 10 | $331K | 0.00% | |
| 300 | ACVAACV AUCTIONS INC | 33 | $328K | 0.00% |