Kimelman & Baird, LLC
264 holdingsFiling period: 2026-06-30Current AUM: $1.37Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 276.4K | $80.0M | $91.6M | 6.71% | -1,744 | 2026-06-30 |
| 2 | MRVL | MARVELL TECHNOLOGY INC | 238.4K | $71.0M | $52.9M | 3.87% | -8,394 | 2026-06-30 |
| 3 | JPM | JPMORGAN CHASE & CO | 206.5K | $67.6M | $72.8M | 5.33% | -1,441 | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 272.2K | $64.9M | $67.6M | 4.95% | -2,205 | 2026-06-30 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 62.6K | $58.6M | $56.4M | 4.13% | -126 | 2026-06-30 |
| 6 | GOOGL | ALPHABET INC | 156.1K | $55.8M | $53.9M | 3.95% | -2,008 | 2026-06-30 |
| 7 | TJX | TJX COS INC NEW | 327.0K | $49.5M | $40.7M | 2.98% | -2,423 | 2026-06-30 |
| 8 | LLY | ELI LILLY & CO | 40.4K | $48.4M | $45.9M | 3.36% | +60 | 2026-06-30 |
| 9 | BAC | BANK OF AMER CORP | 785.8K | $44.8M | $46.8M | 3.43% | -5,944 | 2026-06-30 |
| 10 | WM | WASTE MGMT INC DEL | 200.5K | $44.7M | $43.6M | 3.19% | -6,197 | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 117.8K | $43.9M | $58.6M | 4.29% | -51 | 2026-06-30 |
| 12 | HD | HOME DEPOT INC | 116.9K | $41.2M | $35.7M | 2.62% | -471 | 2026-06-30 |
| 13 | BX | BLACKSTONE INC | 310.4K | $36.5M | $39.3M | 2.88% | -2,313 | 2026-06-30 |
| 14 | MA | MASTERCARD INCORPORATED | 70.3K | $36.1M | $40.3M | 2.95% | -705 | 2026-06-30 |
| 15 | V | VISA INC | 102.0K | $35.0M | $38.3M | 2.81% | +2 | 2026-06-30 |
| 16 | CPRT | COPART INC | 1.23M | $34.8M | $38.3M | 2.80% | +245 | 2026-06-30 |
| 17 | OPLN | OPENLANE INC | 762.5K | $31.4M | $26.6M | 1.95% | -17,349 | 2026-06-30 |
| 18 | OC | OWENS CORNING NEW | 195.9K | $31.1M | $25.2M | 1.85% | -305 | 2026-06-30 |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | 108.1K | $30.4M | $26.8M | 1.97% | +2.4K | 2026-06-30 |
| 20 | WCN | WASTE CONNECTIONS INC | 179.3K | $29.9M | $28.6M | 2.09% | -1,730 | 2026-06-30 |
| 21 | UNP | UNION PAC CORP | 102.3K | $27.8M | $29.1M | 2.13% | -- | 2026-06-30 |
| 22 | BA | BOEING CO | 117.7K | $25.5M | $24.7M | 1.81% | +578 | 2026-06-30 |
| 23 | UBER | UBER TECHNOLOGIES INC | 339.0K | $24.5M | $24.2M | 1.77% | +391 | 2026-06-30 |
| 24 | DOV | DOVER CORP | 96.0K | $21.5M | $18.1M | 1.33% | -- | 2026-06-30 |
| 25 | MRK | MERCK & CO INC | 160.2K | $20.6M | $23.0M | 1.69% | -- | 2026-06-30 |
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