Kimelman & Baird, LLC

13F filer · CIK 0001318103

Reported Aug 18, 2026

Net seller this quarter

13F portfolio value$1.36BU.S. long equity reported on 13F

Positions2482 new · 4 closed

Net flow last quarter-$1.09MBuys minus sells

Top 10 positions weight43.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 18, 2026248 positions
AAPLApple Inc.	$80M	5.89%	0.00%	-0.6%	Q2 2013
MRVLMarvell Technology, Inc.	$71M	5.23%	0.03%	-3.4%	Q2 2024
JPMJPMorgan Chase & Co	$67.6M	4.98%	0.01%	-0.7%	Q2 2013
AMZNAmazon Com Inc	$64.9M	4.78%	0.00%	-0.8%	Q4 2013
COSTCostco Wholesale Corp	$58.6M	4.31%	0.01%	-0.2%	Q2 2013
GOOGLAlphabet Inc.	$55.8M	4.11%	0.00%	-1.3%	Q4 2015
TJXTJX Companies Inc	$49.5M	3.65%	0.03%	-0.7%	Q1 2017
LLYELI LILLY & Co	$48.4M	3.57%	0.00%	+0.2%	Q2 2014
BACBank of America Corp	$44.8M	3.30%	0.01%	-0.8%	Q2 2013
WMWaste Management Inc	$44.7M	3.29%	0.05%	-3.0%	Q2 2013
MSFTMicrosoft Corp	$43.9M	3.24%	0.00%	0.0%	Q1 2016
HDHome Depot, Inc.	$41.2M	3.04%	0.01%	-0.4%	Q2 2013
BXBlackstone Inc.	$36.5M	2.69%	0.04%	-0.7%	Q3 2019
MAMastercard Inc	$36.1M	2.66%	0.01%	-1.0%	Q4 2013
VVisa Inc.	$35M	2.58%	0.01%	0.0%	Q4 2016
CPRTCopart Inc	$34.8M	2.56%	0.13%	0.0%	Q2 2013
OPLNOPENLANE, Inc.	$31.4M	2.32%	0.62%	-2.2%	Q4 2024
OCOwens Corning	$31.1M	2.29%	0.25%	-0.2%	Q2 2021
IBMInternational Business Machines Corp	$30.4M	2.24%	0.01%	+2.3%	Q2 2013
WCNWaste Connections, Inc.	$29.9M	2.20%	0.07%	-1.0%	Q4 2016
UNPUnion Pacific Corp	$27.8M	2.05%	0.02%	Not reported	Q2 2013
BABoeing Co	$25.5M	1.88%	0.01%	+0.5%	Q2 2024
UBERUber Technologies, Inc	$24.5M	1.80%	0.02%	+0.1%	Q2 2024
DOVDOVER Corp	$21.5M	1.59%	0.07%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$20.6M	1.52%	0.01%	Not reported	Q2 2013
LINLinde PLC	$18.6M	1.37%	0.01%	+0.2%	Q4 2018
REGNRegeneron Pharmaceuticals, Inc.	$17.3M	1.27%	0.03%	+154.9%	Q4 2016
NVDANvidia Corp	$16.8M	1.24%	0.00%	-0.2%	Q4 2017
HONHoneywell International Inc	$14.5M	1.07%	0.02%	+0.2%	Q2 2013
HONAHoneywell Aerospace Inc.	$14.2M	1.04%	Not reported	-1.2%	Q2 2026
XOMExxonMobil Holdings Corp	$13.3M	0.98%	0.00%	Not reported	Q2 2013
MDTMedtronic plc	$12.8M	0.94%	0.01%	-3.7%	Q2 2024
CSCOCisco Systems, Inc.	$11.5M	0.85%	0.00%	+0.8%	Q2 2013
ENPHEnphase Energy, Inc.	$10.1M	0.74%	0.16%	+1062.1%	Q2 2024
EMREmerson Electric Co	$9.81M	0.72%	0.01%	-0.1%	Q2 2013
DMRCDigimarc Corp	$8.98M	0.66%	4.88%	+30.3%	Q4 2015
STXSeagate Technology Holdings plc	$8.71M	0.64%	0.00%	Not reported	Q4 2016
NUENucor Corp	$8.3M	0.61%	0.02%	-0.5%	Q2 2013
ABBVAbbVie Inc.	$7.71M	0.57%	0.00%	Not reported	Q2 2013
CACCamden National Corp	$7.44M	0.55%	0.81%	-0.8%	Q2 2013
MCDMcdonalds Corp	$7.27M	0.54%	0.00%	Not reported	Q2 2013
MTBM&T Bank Corp	$7.13M	0.53%	0.02%	Not reported	Q2 2013
CVXChevron Corp	$6.7M	0.49%	0.00%	Not reported	Q2 2013
NEENextera Energy Inc	$5.98M	0.44%	0.00%	-0.4%	Q2 2013
NFLXNetflix Inc	$5.7M	0.42%	0.00%	+2251.2%	Q4 2016
AMGNAmgen Inc	$5.16M	0.38%	0.00%	Not reported	Q2 2013
SHELShell plc	$5.13M	0.38%	0.00%	Not reported	Q2 2024
GEGeneral Electric Co	$3.85M	0.28%	0.00%	Not reported	Q2 2024
GOOGAlphabet Inc.	$3.74M	0.28%	Not reported	-1.2%	Q4 2015
AXPAmerican Express Co	$3.74M	0.28%	0.00%	+19.0%	Q2 2013

Q1 2026Reported May 13, 2026248 positions
AAPLApple Inc.	$70.6M	5.81%	0.00%	-2.2%	Q2 2013
COSTCostco Wholesale Corp	$62.5M	5.14%	0.01%	-0.6%	Q2 2013
JPMJPMorgan Chase & Co	$61.2M	5.03%	0.01%	-10.2%	Q2 2013
AMZNAmazon Com Inc	$57.1M	4.70%	0.00%	-0.4%	Q4 2013
TJXTJX Companies Inc	$52.6M	4.33%	0.03%	-0.8%	Q1 2017
WMWaste Management Inc	$47.5M	3.91%	0.05%	-2.1%	Q2 2013
GOOGLAlphabet Inc.	$45.5M	3.74%	0.00%	-1.2%	Q4 2015
MSFTMicrosoft Corp	$43.6M	3.59%	0.00%	-2.7%	Q1 2016
CPRTCopart Inc	$40.9M	3.37%	0.13%	-0.3%	Q2 2013
HDHome Depot, Inc.	$38.6M	3.18%	0.01%	-0.6%	Q2 2013
BACBank of America Corp	$38.6M	3.18%	0.01%	-0.3%	Q2 2013
LLYELI LILLY & Co	$37.1M	3.05%	0.00%	-3.7%	Q2 2014
BXBlackstone Inc.	$36M	2.96%	0.04%	-0.4%	Q3 2019
MAMastercard Inc	$35.5M	2.92%	0.01%	-9.7%	Q4 2013
VVisa Inc.	$30.8M	2.54%	0.01%	-3.9%	Q4 2016
WCNWaste Connections, Inc.	$29.4M	2.42%	0.07%	-4.4%	Q4 2016
HONHoneywell International Inc	$29.3M	2.41%	0.02%	-0.1%	Q2 2013
IBMInternational Business Machines Corp	$25.6M	2.11%	0.01%	+0.7%	Q2 2013
UNPUnion Pacific Corp	$24.8M	2.04%	0.02%	Not reported	Q2 2013
MRVLMarvell Technology, Inc.	$24.4M	2.01%	0.03%	-0.1%	Q2 2024
UBERUber Technologies, Inc	$24.4M	2.00%	0.02%	0.0%	Q2 2024
BABoeing Co	$23.3M	1.92%	0.01%	-0.1%	Q2 2024
OPLNOPENLANE, Inc.	$22.7M	1.87%	0.74%	-3.7%	Q4 2024
OCOwens Corning	$21.2M	1.75%	0.24%	-0.5%	Q2 2021
DOVDOVER Corp	$20M	1.65%	0.07%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$19.3M	1.59%	0.01%	Not reported	Q2 2013
LINLinde PLC	$17.7M	1.46%	0.01%	+0.9%	Q4 2018
XOMExxonMobil Holdings Corp	$16.5M	1.36%	0.00%	Not reported	Q2 2013
MDTMedtronic plc	$14.7M	1.21%	0.01%	+0.3%	Q2 2024
NVDANvidia Corp	$14.7M	1.21%	0.00%	+24.2%	Q4 2017
DISWalt Disney Co	$12.8M	1.05%	0.01%	+0.6%	Q2 2013
NKENIKE, Inc.	$10M	0.83%	0.01%	+2.7%	Q2 2015
EMREmerson Electric Co	$8.99M	0.74%	0.01%	Not reported	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$8.39M	0.69%	0.01%	+3357.3%	Q4 2016
CVXChevron Corp	$8.37M	0.69%	0.00%	-0.5%	Q2 2013
MCDMcdonalds Corp	$8.36M	0.69%	0.00%	-1.5%	Q2 2013
CSCOCisco Systems, Inc.	$7.55M	0.62%	0.00%	+388.4%	Q2 2013
ABBVAbbVie Inc.	$6.67M	0.55%	0.00%	Not reported	Q2 2013
CACCamden National Corp	$6.56M	0.54%	0.82%	-0.7%	Q2 2013
NEENextera Energy Inc	$6.36M	0.52%	0.00%	Not reported	Q2 2013
NUENucor Corp	$6.34M	0.52%	0.02%	Not reported	Q2 2013
MTBM&T Bank Corp	$6.19M	0.51%	0.02%	Not reported	Q2 2013
SHELShell plc	$6.15M	0.51%	0.00%	Not reported	Q2 2024
AMGNAmgen Inc	$5.01M	0.41%	0.00%	Not reported	Q2 2013
DMRCDigimarc Corp	$4.12M	0.34%	3.83%	+23.2%	Q4 2015
STXSeagate Technology Holdings plc	$3.54M	0.29%	0.00%	Not reported	Q4 2016
GOOGAlphabet Inc.	$3.08M	0.25%	Not reported	-48.7%	Q4 2015
GEGeneral Electric Co	$2.92M	0.24%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$2.86M	0.24%	0.00%	+0.7%	Q2 2013
AXPAmerican Express Co	$2.81M	0.23%	0.00%	+52.6%	Q2 2013

Q4 2025Reported Feb 6, 2026246 positions
AAPLApple Inc.	$77.3M	5.94%	0.00%	-1.3%	Q2 2013
JPMJPMorgan Chase & Co	$74.6M	5.73%	0.01%	-1.6%	Q2 2013
AMZNAmazon Com Inc	$63.6M	4.88%	0.00%	-0.7%	Q4 2013
MSFTMicrosoft Corp	$58.6M	4.50%	0.00%	-0.9%	Q1 2016
COSTCostco Wholesale Corp	$54.4M	4.18%	0.01%	0.0%	Q2 2013
TJXTJX Companies Inc	$51M	3.92%	0.03%	-1.8%	Q1 2017
GOOGLAlphabet Inc.	$50.1M	3.85%	0.00%	-3.7%	Q4 2015
CPRTCopart Inc	$48.4M	3.72%	0.13%	+0.2%	Q2 2013
BXBlackstone Inc.	$48.4M	3.72%	0.04%	-1.0%	Q3 2019
WMWaste Management Inc	$46.4M	3.56%	0.05%	0.0%	Q2 2013
LLYELI LILLY & Co	$45M	3.46%	0.00%	-4.2%	Q2 2014
MAMastercard Inc	$44.9M	3.45%	0.01%	-2.7%	Q4 2013
BACBank of America Corp	$43.7M	3.36%	0.01%	-0.6%	Q2 2013
HDHome Depot, Inc.	$40.6M	3.12%	0.01%	-0.3%	Q2 2013
VVisa Inc.	$37.2M	2.86%	0.01%	-1.9%	Q4 2016
WCNWaste Connections, Inc.	$33.2M	2.55%	0.07%	+0.1%	Q4 2016
IBMInternational Business Machines Corp	$31.1M	2.39%	0.01%	+0.2%	Q2 2013
UBERUber Technologies, Inc	$27.7M	2.13%	0.02%	+0.2%	Q2 2024
BABoeing Co	$25.5M	1.96%	0.01%	+35116.5%	Q2 2024
HONHoneywell International Inc	$25.3M	1.95%	0.02%	+0.1%	Q2 2013
OPLNOPENLANE, Inc.	$24.1M	1.85%	0.76%	+0.2%	Q4 2024
UNPUnion Pacific Corp	$23.7M	1.82%	0.02%	Not reported	Q2 2013
OCOwens Corning	$22.1M	1.70%	0.25%	-4.5%	Q2 2021
MRVLMarvell Technology, Inc.	$21M	1.61%	0.03%	+0.2%	Q2 2024
DOVDOVER Corp	$18.7M	1.44%	0.07%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$16.9M	1.30%	0.01%	-1.4%	Q2 2013
NSCNorfolk Southern Corp	$16.4M	1.26%	0.03%	Not reported	Q2 2013
MDTMedtronic plc	$16.3M	1.25%	0.01%	+0.3%	Q2 2024
LINLinde PLC	$15.1M	1.16%	0.01%	+0.2%	Q4 2018
DISWalt Disney Co	$15M	1.15%	0.01%	+0.1%	Q2 2013
NVDANvidia Corp	$12.6M	0.97%	0.00%	+14.1%	Q4 2017
NKENIKE, Inc.	$11.8M	0.91%	0.01%	+1.0%	Q2 2015
XOMExxonMobil Holdings Corp	$11.7M	0.90%	0.00%	0.0%	Q2 2013
EMREmerson Electric Co	$9.1M	0.70%	0.01%	Not reported	Q2 2013
MCDMcdonalds Corp	$8.35M	0.64%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$7M	0.54%	0.00%	-1.3%	Q2 2013
GOOGAlphabet Inc.	$6.56M	0.50%	Not reported	-0.1%	Q4 2015
CVXChevron Corp	$6.2M	0.48%	0.00%	Not reported	Q2 2013
NUENucor Corp	$6.11M	0.47%	0.02%	-0.2%	Q2 2013
CACCamden National Corp	$6.05M	0.46%	0.82%	-4.7%	Q2 2013
MTBM&T Bank Corp	$6.03M	0.46%	0.02%	Not reported	Q2 2013
NEENextera Energy Inc	$5.49M	0.42%	0.00%	Not reported	Q2 2013
SHELShell plc	$4.86M	0.37%	0.00%	Not reported	Q2 2024
AMGNAmgen Inc	$4.66M	0.36%	0.00%	Not reported	Q2 2013
DMRCDigimarc Corp	$4.47M	0.34%	3.11%	+7.2%	Q4 2015
STESTERIS plc	$3.72M	0.29%	0.01%	-2.7%	Q2 2021
GEGeneral Electric Co	$3.17M	0.24%	0.00%	Not reported	Q2 2024
ABTAbbott Laboratories	$2.95M	0.23%	0.00%	-0.6%	Q2 2013
PGPROCTER & GAMBLE Co	$2.82M	0.22%	0.00%	-0.1%	Q2 2013
STXSeagate Technology Holdings plc	$2.49M	0.19%	0.00%	Not reported	Q4 2016

Q3 2025Reported Nov 25, 2025287 positions
JPMJPMorgan Chase & Co	$74.3M	5.80%	0.01%	-3.6%	Q2 2013
AAPLApple Inc.	$73.3M	5.73%	0.00%	-2.0%	Q2 2013
MSFTMicrosoft Corp	$63.3M	4.94%	0.00%	-1.6%	Q1 2016
AMZNAmazon Com Inc	$60.9M	4.76%	0.00%	+0.2%	Q4 2013
COSTCostco Wholesale Corp	$58.4M	4.56%	0.01%	+0.6%	Q2 2013
CPRTCopart Inc	$55.5M	4.33%	0.13%	+1.0%	Q2 2013
BXBlackstone Inc.	$54.2M	4.23%	0.04%	+0.2%	Q3 2019
TJXTJX Companies Inc	$48.9M	3.82%	0.03%	+0.8%	Q1 2017
HDHome Depot, Inc.	$48M	3.75%	0.01%	+0.2%	Q2 2013
WMWaste Management Inc	$46.6M	3.64%	0.05%	+0.6%	Q2 2013
MAMastercard Inc	$45.9M	3.59%	0.01%	+0.4%	Q4 2013
BACBank of America Corp	$41.2M	3.22%	0.01%	+0.8%	Q2 2013
GOOGLAlphabet Inc.	$40.4M	3.16%	0.00%	-2.9%	Q4 2015
VVisa Inc.	$37M	2.89%	0.01%	+1.0%	Q4 2016
LLYELI LILLY & Co	$33.4M	2.61%	0.00%	-1.3%	Q2 2014
WCNWaste Connections, Inc.	$33.3M	2.60%	0.07%	+0.9%	Q4 2016
UBERUber Technologies, Inc	$33.1M	2.59%	0.02%	+1.0%	Q2 2024
IBMInternational Business Machines Corp	$29.5M	2.31%	0.01%	+0.9%	Q2 2013
OCOwens Corning	$29.2M	2.28%	0.25%	+0.8%	Q2 2021
HONHoneywell International Inc	$27.3M	2.13%	0.02%	+1.3%	Q2 2013
UNPUnion Pacific Corp	$24.2M	1.89%	0.02%	Not reported	Q2 2013
OPLNOPENLANE, Inc.	$23.3M	1.82%	0.76%	+1.3%	Q4 2024
MRVLMarvell Technology, Inc.	$20.7M	1.62%	0.03%	+207.1%	Q2 2024
NSCNorfolk Southern Corp	$17.1M	1.33%	0.03%	Not reported	Q2 2013
LINLinde PLC	$16.8M	1.31%	0.01%	+2.9%	Q4 2018
MDTMedtronic plc	$16.1M	1.26%	0.01%	+21.6%	Q2 2024
DOVDOVER Corp	$16M	1.25%	0.07%	Not reported	Q2 2013
DISWalt Disney Co	$15.1M	1.18%	0.01%	+2.1%	Q2 2013
MRKMerck & Co., Inc.	$13.6M	1.06%	0.01%	Not reported	Q2 2013
NKENIKE, Inc.	$12.8M	1.00%	0.01%	+1.4%	Q2 2015
NVDANvidia Corp	$11.1M	0.87%	0.00%	+3.9%	Q4 2017
XOMExxonMobil Holdings Corp	$11M	0.86%	0.00%	-0.4%	Q2 2013
EMREmerson Electric Co	$9M	0.70%	0.01%	Not reported	Q2 2013
MCDMcdonalds Corp	$8.3M	0.65%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$7.19M	0.56%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$6.31M	0.49%	0.00%	+8.0%	Q2 2013
DMRCDigimarc Corp	$6.21M	0.48%	Not reported	-0.9%	Q4 2015
MTBM&T Bank Corp	$5.92M	0.46%	0.02%	Not reported	Q2 2013
CACCamden National Corp	$5.64M	0.44%	0.86%	-1.1%	Q2 2013
NEENextera Energy Inc	$5.17M	0.40%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$5.1M	0.40%	Not reported	-10.6%	Q4 2015
NUENucor Corp	$5.09M	0.40%	0.02%	Not reported	Q2 2013
SHELShell plc	$4.73M	0.37%	0.00%	Not reported	Q2 2024
AMGNAmgen Inc	$4.02M	0.31%	0.00%	-3.7%	Q2 2013
STESTERIS plc	$3.73M	0.29%	0.02%	-2.2%	Q2 2021
ABTAbbott Laboratories	$3.17M	0.25%	0.00%	Not reported	Q2 2013
GEGeneral Electric Co	$3.1M	0.24%	0.00%	-0.2%	Q2 2024
PGPROCTER & GAMBLE Co	$3.02M	0.24%	0.00%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$2.58M	0.20%	0.00%	Not reported	Q2 2024
STXSeagate Technology Holdings plc	$2.13M	0.17%	0.00%	Not reported	Q4 2016

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