Kimelman & Baird, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$1.3T
Holdings
355
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (355 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 301,461 | $75.5B | 6.00% | |
| 2 | CPRTCOPART INC | 1,247,667 | $71.6B | 5.69% | |
| 3 | AMZNAMAZON COM INC | 278,822 | $61.2B | 4.86% | |
| 4 | JPMJPMORGAN CHASE & CO. | 248,941 | $59.7B | 4.74% | |
| 5 | COSTCOSTCO WHSL CORP NEW | 63,621 | $58.3B | 4.63% | |
| 6 | BXBLACKSTONE INC | 320,103 | $55.2B | 4.39% | |
| 7 | GOOGLALPHABET INC | 278,001 | $52.6B | 4.18% | |
| 8 | MSFTMICROSOFT CORP | 124,220 | $52.4B | 4.16% | |
| 9 | HDHOME DEPOT INC | 119,773 | $46.6B | 3.70% | |
| 10 | MAMASTERCARD INCORPORATED | 82,650 | $43.5B | 3.46% | |
| 11 | WMWASTE MGMT INC DEL | 212,857 | $43.0B | 3.41% | |
| 12 | TJXTJX COS INC NEW | 340,283 | $41.1B | 3.27% | |
| 13 | BACBANK AMERICA CORP | 802,810 | $35.3B | 2.80% | |
| 14 | OCOWENS CORNING NEW | 204,549 | $34.8B | 2.77% | |
| 15 | LLYELI LILLY & CO | 44,562 | $34.4B | 2.73% | |
| 16 | VVISA INC | 108,791 | $34.4B | 2.73% | |
| 17 | WCNWASTE CONNECTIONS INC | 187,744 | $32.2B | 2.56% | |
| 18 | HONHONEYWELL INTL INC | 128,518 | $29.0B | 2.31% | |
| 19 | UNPUNION PAC CORP | 102,304 | $23.3B | 1.85% | |
| 20 | IBMINTERNATIONAL BUSINESS MACHS | 103,586 | $22.8B | 1.81% | |
| 21 | DMRCDIGIMARC CORP NEW | 582,777 | $21.8B | 1.73% | |
| 22 | UBERUBER TECHNOLOGIES INC | 334,034 | $20.1B | 1.60% | |
| 23 | DOVDOVER CORP | 96,000 | $18.0B | 1.43% | |
| 24 | UPSUNITED PARCEL SERVICE INC | 139,279 | $17.6B | 1.40% | |
| 25 | MRKMERCK & CO INC | 162,550 | $16.2B | 1.29% | |
| 26 | OPLNOPENLANE INC | 796,040 | $15.8B | 1.26% | |
| 27 | DISDISNEY WALT CO | 129,153 | $14.4B | 1.14% | |
| 28 | LINLINDE PLC | 32,837 | $13.7B | 1.09% | |
| 29 | NKENIKE INC | 178,175 | $13.5B | 1.07% | |
| 30 | NSCNORFOLK SOUTHN CORP | 56,880 | $13.3B | 1.06% | |
| 31 | EMREMERSON ELEC CO | 107,585 | $13.3B | 1.06% | |
| 32 | TFXTELEFLEX INCORPORATED | 65,260 | $11.6B | 0.92% | |
| 33 | XOMEXXON MOBIL CORP | 97,601 | $10.5B | 0.83% | |
| 34 | ADBEADOBE INC | 21,488 | $9.6B | 0.76% | |
| 35 | MCDMCDONALDS CORP | 27,900 | $8.1B | 0.64% | |
| 36 | NVDANVIDIA CORPORATION | 53,333 | $7.2B | 0.57% | |
| 37 | GOOGALPHABET INC | 34,369 | $6.5B | 0.52% | |
| 38 | CACCAMDEN NATL CORP | 149,797 | $6.4B | 0.51% | |
| 39 | MTBM & T BK CORP | 29,950 | $5.6B | 0.45% | |
| 40 | ABBVABBVIE INC | 31,070 | $5.5B | 0.44% | |
| 41 | CVXCHEVRON CORP NEW | 37,682 | $5.5B | 0.43% | |
| 42 | STESTERIS PLC | 25,673 | $5.3B | 0.42% | |
| 43 | NEENEXTERA ENERGY INC | 68,453 | $4.9B | 0.39% | |
| 44 | NUENUCOR CORP | 37,550 | $4.4B | 0.35% | |
| 45 | SHELSHELL PLC | 66,176 | $4.1B | 0.33% | |
| 46 | AMGNAMGEN INC | 14,800 | $3.9B | 0.31% | |
| 47 | ABTABBOTT LABS | 29,939 | $3.4B | 0.27% | |
| 48 | PGPROCTER AND GAMBLE CO | 19,670 | $3.3B | 0.26% | |
| 49 | MRSHMARSH & MCLENNAN COS INC | 12,795 | $2.7B | 0.22% | |
| 50 | DDDUPONT DE NEMOURS INC | 28,783 | $2.2B | 0.17% | |
| 51 | TRVTRAVELERS COMPANIES INC | 8,536 | $2.1B | 0.16% | |
| 52 | MTXMINERALS TECHNOLOGIES INC | 24,782 | $1.9B | 0.15% | |
| 53 | GEGE AEROSPACE | 10,325 | $1.7B | 0.14% | |
| 54 | KIMKIMCO RLTY CORP | 73,125 | $1.7B | 0.14% | |
| 55 | JNJJOHNSON & JOHNSON | 10,396 | $1.5B | 0.12% | |
| 56 | CSCOCISCO SYS INC | 24,006 | $1.4B | 0.11% | |
| 57 | MDLZMONDELEZ INTL INC | 23,355 | $1.4B | 0.11% | |
| 58 | GQ9SPDR GOLD TR | 5,490 | $1.3B | 0.11% | |
| 59 | ECLECOLAB INC | 5,658 | $1.3B | 0.11% | |
| 60 | CMCSACOMCAST CORP NEW | 34,778 | $1.3B | 0.10% | |
| 61 | DOWDOW INC | 31,981 | $1.3B | 0.10% | |
| 62 | SYYSYSCO CORP | 16,749 | $1.3B | 0.10% | |
| 63 | PFEPFIZER INC | 46,691 | $1.2B | 0.10% | |
| 64 | EOGEOG RES INC | 10,095 | $1.2B | 0.10% | |
| 65 | SSFSENSIENT TECHNOLOGIES CORP | 17,350 | $1.2B | 0.10% | |
| 66 | ULUNILEVER PLC | 21,610 | $1.2B | 0.10% | |
| 67 | BMYBRISTOL-MYERS SQUIBB CO | 21,347 | $1.2B | 0.10% | |
| 68 | 4I1PHILIP MORRIS INTL INC | 9,293 | $1.1B | 0.09% | |
| 69 | STXSEAGATE TECHNOLOGY HLDNGS PL | 12,014 | $1.0B | 0.08% | |
| 70 | WENWENDYS CO | 58,878 | $959.7M | 0.08% | |
| 71 | TTTRANE TECHNOLOGIES PLC | 2,565 | $947.4M | 0.08% | |
| 72 | KRKROGER CO | 15,300 | $935.6M | 0.07% | |
| 73 | FNLCFIRST BANCORP INC ME | 34,125 | $933.3M | 0.07% | |
| 74 | COPCONOCOPHILLIPS | 9,250 | $917.3M | 0.07% | |
| 75 | VSTVISTRA CORP | 6,200 | $854.8M | 0.07% | |
| 76 | UTZUTZ BRANDS INC | 54,484 | $853.2M | 0.07% | |
| 77 | GISGENERAL MLS INC | 11,942 | $761.5M | 0.06% | |
| 78 | GNRSPDR INDEX SHS FDS | 14,500 | $721.5M | 0.06% | |
| 79 | MMM3M CO | 5,400 | $697.1M | 0.06% | |
| 80 | GEVGE VERNOVA INC | 2,053 | $675.3M | 0.05% | |
| 81 | NVSNNOVARTIS AG | 6,850 | $666.6M | 0.05% | |
| 82 | GPCGENUINE PARTS CO | 5,500 | $642.2M | 0.05% | |
| 83 | KMBKIMBERLY-CLARK CORP | 4,850 | $635.5M | 0.05% | |
| 84 | QCOMQUALCOMM INC | 4,100 | $629.8M | 0.05% | |
| 85 | NWSANEWS CORP NEW | 21,942 | $604.3M | 0.05% | |
| 86 | IFFINTERNATIONAL FLAVORS&FRAGRA | 7,114 | $601.5M | 0.05% | |
| 87 | METAMETA PLATFORMS INC | 1,002 | $586.7M | 0.05% | |
| 88 | FULFULLER H B CO | 8,650 | $583.7M | 0.05% | |
| 89 | KWRQUAKER HOUGHTON | 3,992 | $561.9M | 0.04% | |
| 90 | BALLBALL CORP | 10,065 | $554.9M | 0.04% | |
| 91 | SWSMURFIT WESTROCK PLC | 10,250 | $552.1M | 0.04% | |
| 92 | PANWPALO ALTO NETWORKS INC | 3,000 | $545.9M | 0.04% | |
| 93 | UNHUNITEDHEALTH GROUP INC | 1,053 | $532.6M | 0.04% | |
| 94 | NINISOURCE INC | 13,950 | $512.8M | 0.04% | |
| 95 | KOCOCA COLA CO | 8,170 | $508.7M | 0.04% | |
| 96 | LITELUMENTUM HLDGS INC | 5,949 | $499.4M | 0.04% | |
| 97 | SJMSMUCKER J M CO | 4,500 | $495.5M | 0.04% | |
| 98 | FMCFMC CORP | 10,000 | $486.1M | 0.04% | |
| 99 | PEPPEPSICO INC | 3,177 | $483.0M | 0.04% | |
| 100 | CITHE CIGNA GROUP | 1,606 | $443.5M | 0.04% |
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