The Analysis of Kimelman & Baird, LLC's Holdings
Currently, Kimelman & Baird, LLC holds 263 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in BA (+116.9K shares, valued at $25.4M), AXP (+4.8K shares, valued at $1.8M), NVDA (+8.4K shares, valued at $1.6M); decreased their positions in LLY (-1.8K shares, valued at $2.0M), N/A (-6.1K shares, valued at $1.9M), MA (-2.2K shares, valued at $1.2M); initiated new positions in N/A (+28.5K shares, valued at $1.4M), N/A (+18.8K shares, valued at $1.2M), N/A (+4.6K shares, valued at $378.4K); completely sold out of IJK (previously valued at $28.8K). Stock Holdings
TickerCompany NameSharesShares โณ%Event DateReport DateHistory
AAPL APPLE INC284.3K shares-1.30%2025-12-312026-02-06
JPM JPMORGAN CHASE & CO.231.6K shares-1.63%2025-12-312026-02-06 AMZN AMAZON COM INC275.4K shares-0.74%2025-12-312026-02-06 MSFT MICROSOFT CORP121.1K shares-0.94%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW63.1K shares0.02%2025-12-312026-02-06 TJX TJX COS INC NEW332.1K shares-1.80%2025-12-312026-02-06 ALPHABET INC ALPHABET INC160.1K shares-3.65%2025-12-312026-02-06 CPRT COPART INC1.2M shares0.21%2025-12-312026-02-06 WM WASTE MGMT INC DEL211.2K shares0.02%2025-12-312026-02-06 LLY ELI LILLY & CO41.9K shares-4.21%2025-12-312026-02-06 MA MASTERCARD INCORPORATED78.6K shares-2.71%2025-12-312026-02-06 BAC BANK AMERICA CORP794.0K shares-0.56%2025-12-312026-02-06 HD HOME DEPOT INC118.1K shares-0.27%2025-12-312026-02-06 V VISA INC106.2K shares-1.90%2025-12-312026-02-06 WCN WASTE CONNECTIONS INC189.4K shares0.08%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS104.9K shares0.20%2025-12-312026-02-06 UBER UBER TECHNOLOGIES INC338.7K shares0.18%2025-12-312026-02-06 BA BOEING CO117.3K shares35116.52%2025-12-312026-02-06 HON HONEYWELL INTL INC129.9K shares0.08%2025-12-312026-02-06 KAR OPENLANE INC809.8K shares0.15%2025-12-312026-02-06 UNP UNION PAC CORP102.3K shares0.00%2025-12-312026-02-06 OC OWENS CORNING NEW197.1K shares-4.45%2025-12-312026-02-06 DOV DOVER CORP96.0K shares0.00%2025-12-312026-02-06 NSC NORFOLK SOUTHN CORP56.9K shares0.00%2025-12-312026-02-06 MEDTRONIC PLC MEDTRONIC PLC169.4K shares0.25%2025-12-312026-02-06 LINDE PLC LINDE PLC35.5K shares0.20%2025-12-312026-02-06 DIS DISNEY WALT CO131.9K shares0.10%2025-12-312026-02-06 NVDA NVIDIA CORPORATION67.8K shares14.12%2025-12-312026-02-06 NKE NIKE INC184.9K shares1.01%2025-12-312026-02-06 XOM EXXON MOBIL CORP97.2K shares-0.01%2025-12-312026-02-06 EMR EMERSON ELEC CO68.6K shares0.00%2025-12-312026-02-06 MCD MCDONALDS CORP27.3K shares0.00%2025-12-312026-02-06 ABBV ABBVIE INC30.7K shares-1.33%2025-12-312026-02-06 ALPHABET INC ALPHABET INC20.9K shares-0.10%2025-12-312026-02-06 CVX CHEVRON CORP NEW40.7K shares0.00%2025-12-312026-02-06 NUE NUCOR CORP37.5K shares-0.23%2025-12-312026-02-06 CAC CAMDEN NATL CORP139.4K shares-4.72%2025-12-312026-02-06 MTB M & T BK CORP29.9K shares0.00%2025-12-312026-02-06 NEE NEXTERA ENERGY INC68.4K shares0.00%2025-12-312026-02-06 SHEL SHELL PLC66.2K shares0.00%2025-12-312026-02-06 AMGN AMGEN INC14.2K shares0.00%2025-12-312026-02-06 DMRC DIGIMARC CORP NEW680.8K shares7.15%2025-12-312026-02-06 STERIS PLC STERIS PLC14.7K shares-2.66%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE10.3K shares0.00%2025-12-312026-02-06 ABT ABBOTT LABS23.5K shares-0.56%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO19.7K shares-0.05%2025-12-312026-02-06 MMC MARSH & MCLENNAN COS INC12.6K shares-1.29%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO6.1K shares386.96%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON10.4K shares0.00%2025-12-312026-02-06 GLD SPDR GOLD TR5.4K shares-1.82%2025-12-312026-02-06 SXT SENSIENT TECHNOLOGIES CORP16.6K shares0.00%2025-12-312026-02-06 CSCO CISCO SYS INC19.9K shares-12.94%2025-12-312026-02-06 ECL ECOLAB INC5.7K shares0.00%2025-12-312026-02-06 KIM KIMCO RLTY CORP68.1K shares0.00%2025-12-312026-02-06 MTX MINERALS TECHNOLOGIES INC21.5K shares0.00%2025-12-312026-02-06 UNILEVER PLC UNILEVER PLC18.8K sharesnew addition2025-12-312026-02-06 SYY SYSCO CORP16.6K shares0.00%2025-12-312026-02-06 MDLZ MONDELEZ INTL INC22.6K shares-3.20%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC7.3K shares-21.48%2025-12-312026-02-06 PFE PFIZER INC44.9K shares-0.61%2025-12-312026-02-06 CMCSA COMCAST CORP NEW34.8K shares0.00%2025-12-312026-02-06 EOG EOG RES INC9.7K shares0.00%2025-12-312026-02-06 VST VISTRA CORP6.2K shares0.00%2025-12-312026-02-06 KR KROGER CO15.3K shares0.00%2025-12-312026-02-06 NVS NOVARTIS AG6.8K shares0.00%2025-12-312026-02-06 LITE LUMENTUM HLDGS INC2.5K shares-37.75%2025-12-312026-02-06 FNLC FIRST BANCORP INC ME34.1K shares0.00%2025-12-312026-02-06 GNR SPDR INDEX SHS FDS14.5K shares0.00%2025-12-312026-02-06 GEV GE VERNOVA INC1.4K shares-32.65%2025-12-312026-02-06 TT TRANE TECHNOLOGIES PLC2.2K shares0.00%2025-12-312026-02-06 BMY BRISTOL-MYERS SQUIBB CO15.5K shares-24.62%2025-12-312026-02-06 MMM 3M CO4.8K shares-11.11%2025-12-312026-02-06 QCOM QUALCOMM INC4.1K shares0.00%2025-12-312026-02-06 META META PLATFORMS INC1.0K shares0.00%2025-12-312026-02-06 GPC GENUINE PARTS CO5.5K shares0.00%2025-12-312026-02-06 COP CONOCOPHILLIPS6.8K shares0.00%2025-12-312026-02-06 NI NISOURCE INC13.9K shares0.00%2025-12-312026-02-06 UTZ UTZ BRANDS INC54.5K shares0.00%2025-12-312026-02-06 GIS GENERAL MLS INC11.9K shares0.00%2025-12-312026-02-06 PANW PALO ALTO NETWORKS INC3.0K shares0.00%2025-12-312026-02-06 NWSA NEWS CORP NEW20.8K shares0.00%2025-12-312026-02-06 KO COCA COLA CO7.4K shares-9.42%2025-12-312026-02-06 FUL FULLER H B CO8.4K shares-2.89%2025-12-312026-02-06 WEN WENDYS CO57.4K shares-2.34%2025-12-312026-02-06 IFF INTERNATIONAL FLAVORS&FRAGRA6.7K shares-2.89%2025-12-312026-02-06 CTVA CORTEVA INC6.7K shares0.00%2025-12-312026-02-06 SJM SMUCKER J M CO4.5K shares0.00%2025-12-312026-02-06 KMB KIMBERLY-CLARK CORP4.3K shares0.00%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR557 shares0.00%2025-12-312026-02-06 DOW DOW INC14.1K shares-27.21%2025-12-312026-02-06 PEP PEPSICO INC2.2K shares-19.77%2025-12-312026-02-06 SW SMURFIT WESTROCK PLC8.3K shares-19.51%2025-12-312026-02-06 NFLX NETFLIX INC3.3K shares870.59%2025-12-312026-02-06 BALL BALL CORP5.3K shares0.00%2025-12-312026-02-06 CL COLGATE PALMOLIVE CO3.5K shares0.00%2025-12-312026-02-06 EVRG EVERGY INC3.7K shares-7.37%2025-12-312026-02-06 TXN TEXAS INSTRS INC1.5K shares0.00%2025-12-312026-02-06 ASH ASHLAND INC4.2K shares-11.55%2025-12-312026-02-06 REGN REGENERON PHARMACEUTICALS314 shares481.48%2025-12-312026-02-06 FMS FRESENIUS MEDICAL CARE AG9.7K shares0.00%2025-12-312026-02-06 KWR QUAKER HOUGHTON1.6K shares0.00%2025-12-312026-02-06 EXAS EXACT SCIENCES CORP2.0K shares0.00%2025-12-312026-02-06 ENB ENBRIDGE INC4.2K shares0.00%2025-12-312026-02-06 BK BANK NEW YORK MELLON CORP1.7K shares0.00%2025-12-312026-02-06 GH GUARDANT HEALTH INC1.9K shares0.00%2025-12-312026-02-06 LCNB LCNB CORP11.5K shares0.00%2025-12-312026-02-06 ADBE ADOBE INC524 shares-1.87%2025-12-312026-02-06 SHOP SHOPIFY INC1.1K shares0.00%2025-12-312026-02-06 EQT CORP EQT CORP3.4K shares0.00%2025-12-312026-02-06 ADM ARCHER DANIELS MIDLAND CO3.1K shares-8.78%2025-12-312026-02-06 TSLA TESLA INC375 shares0.00%2025-12-312026-02-06 KEY KEYCORP8.0K shares0.00%2025-12-312026-02-06 TFX TELEFLEX INCORPORATED1.3K shares-21.61%2025-12-312026-02-06 ABNB AIRBNB INC1.1K shares0.00%2025-12-312026-02-06 MPC MARATHON PETE CORP942 shares0.00%2025-12-312026-02-06 CMI CUMMINS INC300 shares0.00%2025-12-312026-02-06 IJH ISHARES TR2.3K shares0.00%2025-12-312026-02-06 WMT WALMART INC1.3K shares-69.86%2025-12-312026-02-06 FMC FMC CORP10.0K shares0.00%2025-12-312026-02-06 WTS WATTS WATER TECHNOLOGIES INC500 shares0.00%2025-12-312026-02-06 NEM NEWMONT CORP1.4K shares0.00%2025-12-312026-02-06 JBTM JBT MAREL CORPORATION900 shares0.00%2025-12-312026-02-06 SRE SEMPRA1.5K shares0.00%2025-12-312026-02-06 VUG VANGUARD INDEX FDS261 shares0.00%2025-12-312026-02-06 KMI KINDER MORGAN INC DEL4.5K shares0.00%2025-12-312026-02-06 CAG CONAGRA BRANDS INC6.9K shares-4.16%2025-12-312026-02-06 WLK WESTLAKE CORPORATION1.5K shares0.00%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC620 shares106.67%2025-12-312026-02-06 CSX CSX CORP3.0K shares0.00%2025-12-312026-02-06 FDX FEDEX CORP355 shares0.00%2025-12-312026-02-06 T AT&T INC4.1K shares0.00%2025-12-312026-02-06 AMP AMERIPRISE FINL INC200 shares0.00%2025-12-312026-02-06 CRS CARPENTER TECHNOLOGY CORP300 shares0.00%2025-12-312026-02-06 KDP KEURIG DR PEPPER INC3.3K shares-6.78%2025-12-312026-02-06 CME CME GROUP INC323 shares0.00%2025-12-312026-02-06 DEO DIAGEO PLC1.0K shares0.00%2025-12-312026-02-06 LEN LENNAR CORP825 shares0.00%2025-12-312026-02-06 VTV VANGUARD INDEX FDS441 shares-31.20%2025-12-312026-02-06 DCOM DIME CMNTY BANCSHARES INC2.7K shares0.00%2025-12-312026-02-06 WY WEYERHAEUSER CO MTN BE3.4K shares0.00%2025-12-312026-02-06 PSX PHILLIPS 66625 shares0.00%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC2.0K shares0.00%2025-12-312026-02-06 PEG PUBLIC SVC ENTERPRISE GRP IN900 shares0.00%2025-12-312026-02-06 VYM VANGUARD WHITEHALL FDS469 shares-28.29%2025-12-312026-02-06 L LOEWS CORP601 shares0.00%2025-12-312026-02-06 IWF ISHARES TR130 shares0.00%2025-12-312026-02-06 WMB WILLIAMS COS INC1.0K shares0.00%2025-12-312026-02-06 ASML ASML HOLDING N V55 shares0.00%2025-12-312026-02-06 IWP ISHARES TR428 shares0.00%2025-12-312026-02-06 CTSH COGNIZANT TECHNOLOGY SOLUTIO700 shares0.00%2025-12-312026-02-06 MAR MARRIOTT INTL INC NEW185 shares10.78%2025-12-312026-02-06 CAT CATERPILLAR INC100 shares0.00%2025-12-312026-02-06 ZBH ZIMMER BIOMET HOLDINGS INC600 shares0.00%2025-12-312026-02-06 CNP CENTERPOINT ENERGY INC1.4K shares0.00%2025-12-312026-02-06 USB US BANCORP DEL1.0K shares0.00%2025-12-312026-02-06 ALLE ALLEGION PLC333 shares0.00%2025-12-312026-02-06 CF CF INDS HLDGS INC675 shares0.00%2025-12-312026-02-06 INTU INTUIT75 shares0.00%2025-12-312026-02-06 IR INGERSOLL RAND INC626 shares0.00%2025-12-312026-02-06 IEFA ISHARES TR542 shares0.00%2025-12-312026-02-06 XEL XCEL ENERGY INC652 shares0.00%2025-12-312026-02-06 DE DEERE & CO100 shares0.00%2025-12-312026-02-06 DAL DELTA AIR LINES INC DEL650 shares0.00%2025-12-312026-02-06 VYMI VANGUARD WHITEHALL FDS488 shares0.00%2025-12-312026-02-06 MSI MOTOROLA SOLUTIONS INC110 shares0.00%2025-12-312026-02-06 LW LAMB WESTON HLDGS INC999 shares0.00%2025-12-312026-02-06 YUM YUM BRANDS INC276 shares0.00%2025-12-312026-02-06 LOW LOWES COS INC170 shares0.00%2025-12-312026-02-06 IWS ISHARES TR284 shares0.00%2025-12-312026-02-06 ITOT ISHARES TR269 shares0.00%2025-12-312026-02-06 PGR PROGRESSIVE CORP175 shares0.00%2025-12-312026-02-06 UGI UGI CORP NEW1.1K shares0.00%2025-12-312026-02-06 OTEX OPEN TEXT CORP1.2K shares0.00%2025-12-312026-02-06 CB CHUBB LIMITED125 shares0.00%2025-12-312026-02-06 LNT ALLIANT ENERGY CORP600 shares0.00%2025-12-312026-02-06 CHD CHURCH & DWIGHT CO INC440 shares0.00%2025-12-312026-02-06 DRI DARDEN RESTAURANTS INC200 shares0.00%2025-12-312026-02-06 OGE OGE ENERGY CORP844 shares-20.08%2025-12-312026-02-06 D DOMINION ENERGY INC600 shares-17.81%2025-12-312026-02-06 SBUX STARBUCKS CORP416 shares0.00%2025-12-312026-02-06 CHDN CHURCHILL DOWNS INC300 shares0.00%2025-12-312026-02-06 CDW CDW CORP250 shares0.00%2025-12-312026-02-06 ROP ROPER TECHNOLOGIES INC75 shares0.00%2025-12-312026-02-06 DELL DELL TECHNOLOGIES INC252 shares0.00%2025-12-312026-02-06 EL LAUDER ESTEE COS INC300 shares0.00%2025-12-312026-02-06 WFC-PL WELLS FARGO CO NEW25 shares0.00%2025-12-312026-02-06 INTC INTEL CORP800 shares-31.51%2025-12-312026-02-06 MOS MOSAIC CO NEW1.2K shares0.00%2025-12-312026-02-06 FI FISERV INC400 shares0.00%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC75 shares-35.90%2025-12-312026-02-06 GILD GILEAD SCIENCES INC200 shares0.00%2025-12-312026-02-06 WABC WESTAMERICA BANCORPORATION505 shares-31.76%2025-12-312026-02-06 NMRK NEWMARK GROUP INC1.3K shares0.00%2025-12-312026-02-06 BA-PA BOEING CO300 shares0.00%2025-12-312026-02-06 DNP DNP SELECT INCOME FD INC2.0K shares0.00%2025-12-312026-02-06 TARGET CORP TARGET CORP200 shares-42.86%2025-12-312026-02-06 KTOS KRATOS DEFENSE & SEC SOLUTIO250 shares0.00%2025-12-312026-02-06 WBD WARNER BROS DISCOVERY INC640 shares0.00%2025-12-312026-02-06 VTRS VIATRIS INC1.1K shares-3.05%2025-12-312026-02-06 OEC ORION S.A.2.5K shares0.00%2025-12-312026-02-06 YUMC YUM CHINA HLDGS INC276 shares0.00%2025-12-312026-02-06 F FORD MTR CO1.0K shares0.00%2025-12-312026-02-06 MRP MILLROSE PPTYS INC412 shares0.00%2025-12-312026-02-06 ETSY ETSY INC200 shares0.00%2025-12-312026-02-06 UPS UNITED PARCEL SERVICE INC102 shares-86.25%2025-12-312026-02-06 WSBC WESBANCO INC300 shares0.00%2025-12-312026-02-06 AAAU GOLDMAN SACHS PHYSICAL GOLD225 shares0.00%2025-12-312026-02-06 PPT PUTNAM PREMIER INCOME TR2.5K shares0.00%2025-12-312026-02-06 CPB THE CAMPBELLS COMPANY300 shares0.00%2025-12-312026-02-06 SGHC SUPER GROUP SGHC LIMITED400 shares0.00%2025-12-312026-02-06 SLB SLB LIMITED100 shares-94.13%2025-12-312026-02-06 LBRDK LIBERTY BROADBAND CORP75 shares0.00%2025-12-312026-02-06 OGN ORGANON & CO450 shares-0.44%2025-12-312026-02-06 TMUS T-MOBILE US INC13 shares-27.78%2025-12-312026-02-06 A AGILENT TECHNOLOGIES INC19 shares0.00%2025-12-312026-02-06 FRA BLACKROCK FLOATING RATE INCO200 shares-81.72%2025-12-312026-02-06 HUM HUMANA INC9 shares0.00%2025-12-312026-02-06 FCPT FOUR CORNERS PPTY TR INC90 shares0.00%2025-12-312026-02-06 COIN COINBASE GLOBAL INC9 shares0.00%2025-12-312026-02-06 TTD THE TRADE DESK INC50 shares0.00%2025-12-312026-02-06 KEYS KEYSIGHT TECHNOLOGIES INC9 shares0.00%2025-12-312026-02-06 ENPH ENPHASE ENERGY INC55 shares0.00%2025-12-312026-02-06 DNN DENISON MINES CORP517 shares0.00%2025-12-312026-02-06 KHC KRAFT HEINZ CO50 shares-96.81%2025-12-312026-02-06 NXE NEXGEN ENERGY LTD131 shares0.00%2025-12-312026-02-06 CC CHEMOURS CO100 shares0.00%2025-12-312026-02-06 OXY.WS OCCIDENTAL PETE CORP56 shares0.00%2025-12-312026-02-06 ITUB ITAU UNIBANCO HLDG S A150 shares2.74%2025-12-312026-02-06 KD KYNDRYL HLDGS INC40 shares0.00%2025-12-312026-02-06 ORCL ORACLE CORP5 shares0.00%2025-12-312026-02-06 NBIS NEBIUS GROUP N.V.11 shares0.00%2025-12-312026-02-06 KODK EASTMAN KODAK CO100 shares0.00%2025-12-312026-02-06 NOW SERVICENOW INC5 shares-94.51%2025-12-312026-02-06 IQV IQVIA HLDGS INC3 shares0.00%2025-12-312026-02-06 ADI ANALOG DEVICES INC2 shares0.00%2025-12-312026-02-06 AMD ADVANCED MICRO DEVICES INC2 shares-77.78%2025-12-312026-02-06 URNM SPROTT FDS TR7 shares0.00%2025-12-312026-02-06 GEHC GE HEALTHCARE TECHNOLOGIES I4 shares-99.60%2025-12-312026-02-06 LUMN LUMEN TECHNOLOGIES INC34 shares0.00%2025-12-312026-02-06 XRX XEROX HOLDINGS CORP50 shares0.00%2025-12-312026-02-06 XP XP INC3 shares0.00%2025-12-312026-02-06 GPRO GOPRO INC25 shares0.00%2025-12-312026-02-06 IJK ISHARES TRN/A sharesSold allโโ2025-12-312026-02-06 NOK NOKIA CORP4 shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available