Kimelman & Baird, LLC

New York, NY · CIK 1318103 · 13F filing filed 2026-08-18

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityKimelman & Baird, LLC (US)

Kindwealth
Others nearbyNew York, NY
FamilyKimelman & Baird, LLC · 2 related pages

$1.4bn reported value +11.7% vs Q1 2026

261positions

43.1%in top 10

7 new 20 added 42 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	276,417	$80.0m5.89%	5.89%	Reduced -1.7k	-1,744 -0.6%
2	MARVELL TECHNOLOGY INC COM MRVL	MRVL	238,388	$71.0m5.23%	5.23%	Reduced -8.4k	-8,394 -3.4%
3	JPMORGAN CHASE & CO COM JPM	JPM	206,537	$67.6m4.98%	4.98%	Reduced -1.4k	-1,441 -0.7%
4	AMAZON COM INC COM AMZN	AMZN	272,198	$64.9m4.78%	4.78%	Reduced -2.2k	-2,205 -0.8%
5	COSTCO WHSL CORP NEW COM COST	COST	62,596	$58.6m4.31%	4.31%	Reduced -126	-126 -0.2%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	156,145	$55.8m4.11%	4.11%	Reduced -2.0k	-2,008 -1.3%
7	TJX COS INC NEW COM TJX	TJX	326,989	$49.5m3.65%	3.65%	Reduced -2.4k	-2,423 -0.7%
8	ELI LILLY & CO COM LLY	LLY	40,384	$48.4m3.57%	3.57%	Added +60	+60 0.1%
9	BANK AMERICA CORP COM BAC	BAC	785,757	$44.8m3.30%	3.30%	Reduced -5.9k	-5,944 -0.8%
10	WASTE MGMT INC DEL COM WM	WM	200,490	$44.7m3.29%	3.29%	Reduced -6.2k	-6,197 -3.0%
11	MICROSOFT CORP COM MSFT	MSFT	117,806	$43.9m3.24%	3.24%	Reduced -51	-51 -0.0%
12	HOME DEPOT INC COM HD	HD	116,890	$41.2m3.04%	3.04%	Reduced -471	-471 -0.4%
13	BLACKSTONE INC COM BX	BX	310,353	$36.5m2.69%	2.69%	Reduced -2.3k	-2,313 -0.7%
14	MASTERCARD INCORPORATED CL A MA	MA	70,256	$36.1m2.66%	2.66%	Reduced -705	-705 -1.0%
15	VISA INC COM CL A V	V	102,034	$35.0m2.58%	2.58%	Added +2	+2 0.0%
16	COPART INC COM CPRT	CPRT	1,233,106	$34.8m2.56%	2.56%	Added +245	+245 0.0%
17	OPENLANE INC COM OPLN	OPLN	762,535	$31.4m2.32%	2.32%	Reduced -17.3k	-17,349 -2.2%
18	OWENS CORNING NEW COM OC	OC	195,925	$31.1m2.29%	2.29%	Reduced -305	-305 -0.2%
19	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	108,096	$30.4m2.24%	2.24%	Added +2.4k	+2,431 2.3%
20	WASTE CONNECTIONS INC COM WCN	WCN	179,312	$29.9m2.20%	2.20%	Reduced -1.7k	-1,730 -1.0%
21	UNION PAC CORP COM UNP	UNP	102,304	$27.8m2.05%	2.05%	Unchanged
22	BOEING CO COM BA	BA	117,706	$25.5m1.88%	1.88%	Added +578	+578 0.5%
23	UBER TECHNOLOGIES INC COM UBER	UBER	339,042	$24.5m1.80%	1.80%	Added +391	+391 0.1%
24	DOVER CORP COM DOV	DOV	96,000	$21.5m1.59%	1.59%	Unchanged
25	MERCK & CO INC COM MRK	MRK	160,179	$20.6m1.52%	1.52%	Unchanged
26	LINDE PLC SHS LIN	LIN	35,853	$18.6m1.37%	1.37%	Added +54	+54 0.1%
27	REGENERON PHARMACEUTICALS COM REGN	REGN	27,671	$17.3m1.27%	1.27%	Added +16.8k	+16,815 154.9%
28	NVIDIA CORPORATION COM NVDA	NVDA	83,945	$16.8m1.24%	1.24%	Reduced -175	-175 -0.2%
29	HONEYWELL INTL INC COM HON	HON	64,973	$14.5m1.07%	1.07%	New
30	HONEYWELL AEROSPACE INC COM HONA	HONA	64,069	$14.2m1.04%	1.04%	New
31	EXXON MOBIL CORP COM XOM	XOM	97,180	$13.3m0.98%	0.98%	Unchanged
32	MEDTRONIC PLC SHS MDT	MDT	163,671	$12.8m0.94%	0.94%	Reduced -6.2k	-6,219 -3.7%
33	CISCO SYS INC COM CSCO	CSCO	98,022	$11.5m0.85%	0.85%	Added +768	+768 0.8%
34	ENPHASE ENERGY INC COM ENPH	ENPH	204,838	$10.1m0.74%	0.74%	Added +187.2k	+187,211 1062.1%
35	EMERSON ELEC CO COM EMR	EMR	68,535	$9.8m0.72%	0.72%	Reduced -50	-50 -0.1%
36	DIGIMARC CORP COM DMRC	DMRC	1,093,033	$9.0m0.66%	0.66%	New
37	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	9,025	$8.7m0.64%	0.64%	Unchanged
38	NUCOR CORP COM NUE	NUE	37,265	$8.3m0.61%	0.61%	Reduced -200	-200 -0.5%
39	ABBVIE INC COM ABBV	ABBV	30,656	$7.7m0.57%	0.57%	Unchanged
40	CAMDEN NATL CORP COM CAC	CAC	137,289	$7.4m0.55%	0.55%	Reduced -1.1k	-1,050 -0.8%
41	MCDONALDS CORP COM MCD	MCD	26,901	$7.3m0.54%	0.54%	Unchanged
42	M & T BK CORP COM MTB	MTB	29,950	$7.1m0.53%	0.53%	Unchanged
43	CHEVRON CORP NEW COM CVX	CVX	40,433	$6.7m0.49%	0.49%	Unchanged
44	NEXTERA ENERGY INC COM NEE	NEE	68,124	$6.0m0.44%	0.44%	Reduced -300	-300 -0.4%
45	NETFLIX INC COM NFLX	NFLX	79,823	$5.7m0.42%	0.42%	Added +76.4k	+76,428 2251.2%
46	AMGEN INC COM AMGN	AMGN	14,240	$5.2m0.38%	0.38%	Unchanged
47	SHELL PLC SPON ADS SHEL	SHEL	66,176	$5.1m0.38%	0.38%	Unchanged
48	GE AEROSPACE COM NEW GE	GE	10,299	$3.8m0.28%	0.28%	Unchanged
49	ALPHABET INC CAP STK CL C GOOG	GOOG	10,599	$3.7m0.28%	0.28%	Reduced -125	-125 -1.2%
50	AMERICAN EXPRESS CO COM AXP	AXP	11,055	$3.7m0.28%	0.28%	Added +1.8k	+1,764 19.0%
51	PROCTER AND GAMBLE CO COM PG	PG	19,804	$2.9m0.21%	0.21%	Unchanged
52	TRAVELERS COMPANIES INC COM TRV	TRV	8,514	$2.8m0.21%	0.21%	Unchanged
53	STERIS PLC SHS USD STE	STE	12,666	$2.7m0.20%	0.20%	Unchanged
54	JOHNSON & JOHNSON COM JNJ	JNJ	10,250	$2.6m0.19%	0.19%	Reduced -200	-200 -1.9%
55	ABBOTT LABS COM ABT	ABT	23,506	$2.1m0.16%	0.16%	Unchanged
56	MARSH & MCLENNAN COS INC COM MRSH	MRSH	12,630	$2.1m0.16%	0.16%	Unchanged
57	SENSIENT TECHNOLOGIES CORP COM SXT	SXT	16,650	$2.1m0.15%	0.15%	Unchanged
58	SPDR GOLD TR GOLD SHS GLD	GLD	5,390	$2.0m0.15%	0.15%	Unchanged
59	LUMENTUM HLDGS INC COM LITE	LITE	2,254	$1.9m0.14%	0.14%	Reduced -120	-120 -5.0%
60	KIMCO RLTY CORP COM KIM	KIM	68,125	$1.7m0.13%	0.13%	Unchanged
61	GE VERNOVA INC COM GEV	GEV	1,378	$1.6m0.12%	0.12%	Unchanged
62	MINERALS TECHNOLOGIES INC COM MTX	MTX	21,532	$1.6m0.12%	0.12%	Unchanged
63	ECOLAB INC COM ECL	ECL	5,658	$1.6m0.12%	0.12%	Unchanged
64	SYSCO CORP COM SYY	SYY	16,599	$1.4m0.10%	0.10%	Unchanged
65	PHILIP MORRIS INTL INC COM PM	PM	7,297	$1.3m0.10%	0.10%	Unchanged
66	MONDELEZ INTL INC CL A MDLZ	MDLZ	22,307	$1.3m0.10%	0.10%	Unchanged
67	FIRST BANCORP INC ME COM FNLC	FNLC	35,625	$1.2m0.09%	0.09%	Unchanged
68	EOG RES INC COM EOG	EOG	9,400	$1.2m0.09%	0.09%	Unchanged
69	UNILEVER PLC SPON ADR NEW UL	UL	18,796	$1.1m0.08%	0.08%	Unchanged
70	NOVARTIS AG SPONSORED ADR NVS	NVS	6,850	$1.1m0.08%	0.08%	Unchanged
71	PALO ALTO NETWORKS INC COM PANW	PANW	3,064	$1.0m0.08%	0.08%	Added +64	+64 2.1%
72	PFIZER INC COM PFE	PFE	42,976	$1.0m0.08%	0.08%	Unchanged
73	VISTRA CORP COM VST	VST	6,300	$999.4k0.07%	0.07%	Added +100	+100 1.6%
74	UTZ BRANDS INC COM CL A UTZ	UTZ	128,584	$990.1k0.07%	0.07%	Added +72.6k	+72,600 129.7%
75	TRANE TECHNOLOGIES PLC SHS TT	TT	2,010	$987.2k0.07%	0.07%	Reduced -180	-180 -8.2%
76	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	14,500	$976.0k0.07%	0.07%	Unchanged
77	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	15,525	$894.6k0.07%	0.07%	Unchanged
78	COMCAST CORP NEW CL A CMCSA	CMCSA	34,778	$853.8k0.06%	0.06%	Unchanged
79	KROGER CO COM KR	KR	15,300	$849.6k0.06%	0.06%	Unchanged
80	QUALCOMM INC COM QCOM	QCOM	4,100	$757.6k0.06%	0.06%	Unchanged
81	QNITY ELECTRONICS INC COMMON STOCK Q	Q	4,634	$756.8k0.06%	0.06%	Unchanged
82	CONOCOPHILLIPS COM COP	COP	6,850	$712.1k0.05%	0.05%	Unchanged
83	NISOURCE INC COM NI	NI	13,950	$663.3k0.05%	0.05%	Unchanged
84	GENUINE PARTS CO COM GPC	GPC	5,500	$648.9k0.05%	0.05%	Unchanged
85	META PLATFORMS INC CL A META	META	1,109	$624.7k0.05%	0.05%	Added +82	+82 8.0%
86	COCA COLA CO COM KO	KO	7,400	$601.4k0.04%	0.04%	Unchanged
87	CORTEVA INC COM CTVA	CTVA	6,651	$563.3k0.04%	0.04%	Unchanged
88	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	6,714	$531.9k0.04%	0.04%	Unchanged
89	NEWS CORP NEW CL A NWSA	NWSA	20,812	$516.8k0.04%	0.04%	Unchanged
90	SMUCKER J M CO COM NEW SJM	SJM	4,500	$506.2k0.04%	0.04%	Unchanged
91	FULLER H B CO COM FUL	FUL	8,400	$489.6k0.04%	0.04%	Unchanged
92	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	694	$476.4k0.04%	0.04%	Added +15	+15 2.2%
93	TEXAS INSTRS INC COM TXN	TXN	1,500	$447.1k0.03%	0.03%	Unchanged
94	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	3,089	$419.0k0.03%	0.03%	New
95	WENDYS CO COM WEN	WEN	50,355	$417.4k0.03%	0.03%	Unchanged
96	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,412	$398.1k0.03%	0.03%	Added +939	+939 38.0%
97	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	532	$397.3k0.03%	0.03%	Unchanged
98	DISNEY WALT CO COM DIS	DIS	3,951	$380.3k0.03%	0.03%	Reduced -128.8k	-128,845 -97.0%
99	DOW INC COM DOW	DOW	12,728	$348.2k0.03%	0.03%	Unchanged
100	BALL CORP COM BALL	BALL	5,265	$328.5k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		64,844	$29.3m64.8k shares
DIGIMARC CORP NEW		838,695	$4.1m838.7k shares
DUPONT DE NEMOURS INC DWDP	DWDP	3,091	$424.7k3.1k shares
3M CO MMM	MMM	800	$116.2k800 shares
DIME CMNTY BANCSHARES INC DCOM	DCOM	2,729	$92.3k2.7k shares
WELLS FARGO CO NEW WFC 7.5 PERP L	WFC 7.5 PERP L	25	$28.9k25 shares
DNP SELECT INCOME FD INC DNP	DNP	2,000	$20.6k2.0k shares
BOEING CO BA 6 10.15.27	BA 6 10.15.27	300	$19.5k300 shares
PUTNAM PREMIER INCOME TR PPT	PPT	2,529	$9.0k2.5k shares