Kimelman & Baird, LLC
248 holdingsFiling period: 2026-06-30Current AUM: $1.39Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 276.4K | $80.0M | $93.8M | 6.74% | -1,744 | 2026-06-30 |
| 2 | MRVL | Marvell Technology Inc | 238.4K | $71.0M | $57.3M | 4.12% | -8,394 | 2026-06-30 |
| 3 | JPM | JPMorgan Chase & Co | 206.5K | $67.6M | $69.2M | 4.97% | -1,441 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 272.2K | $64.9M | $71.5M | 5.13% | -2,205 | 2026-06-30 |
| 5 | COST | Costco Wholesale Corporation | 62.6K | $58.6M | $62.3M | 4.47% | -126 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 156.1K | $55.8M | $53.1M | 3.82% | -2,008 | 2026-06-30 |
| 7 | TJX | Tjx Cos Inc New | 327.0K | $49.5M | $48.1M | 3.45% | -2,423 | 2026-06-30 |
| 8 | LLY | Eli Lilly & Co | 40.4K | $48.4M | $51.8M | 3.72% | +60 | 2026-06-30 |
| 9 | BAC | Bank of Amer Corp | 785.8K | $44.8M | $39.8M | 2.86% | -5,944 | 2026-06-30 |
| 10 | WM | Waste Mgmt Inc Del | 200.5K | $44.7M | $46.5M | 3.34% | -6,197 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 117.8K | $43.9M | $62.7M | 4.50% | -51 | 2026-06-30 |
| 12 | HD | Home Depot Inc | 116.9K | $41.2M | $36.8M | 2.65% | -471 | 2026-06-30 |
| 13 | BX | Blackstone Inc | 310.4K | $36.5M | $34.2M | 2.46% | -2,313 | 2026-06-30 |
| 14 | MA | Mastercard Incorporated | 70.3K | $36.1M | $43.6M | 3.13% | -705 | 2026-06-30 |
| 15 | V | Visa Inc | 102.0K | $35.0M | $41.5M | 2.98% | +2 | 2026-06-30 |
| 16 | CPRT | Copart Inc | 1.23M | $34.8M | $34.3M | 2.46% | +245 | 2026-06-30 |
| 17 | OPLN | Openlane Inc | 762.5K | $31.4M | $28.8M | 2.07% | -17,349 | 2026-06-30 |
| 18 | OC | Owens Corning New | 195.9K | $31.1M | $21.9M | 1.57% | -305 | 2026-06-30 |
| 19 | IBM | International Business Machs | 108.1K | $30.4M | $26.2M | 1.88% | +2.4K | 2026-06-30 |
| 20 | WCN | Waste Connections Inc | 179.3K | $29.9M | $30.4M | 2.18% | -1,730 | 2026-06-30 |
| 21 | UNP | Union Pac Corp | 102.3K | $27.8M | $29.4M | 2.11% | -- | 2026-06-30 |
| 22 | BA | Boeing Co | 117.7K | $25.5M | $22.4M | 1.61% | +578 | 2026-06-30 |
| 23 | UBER | Uber Technologies Inc | 339.0K | $24.5M | $23.4M | 1.68% | +391 | 2026-06-30 |
| 24 | DOV | Dover Corp | 96.0K | $21.5M | $18.9M | 1.36% | -- | 2026-06-30 |
| 25 | MRK | Merck & Co Inc | 160.2K | $20.6M | $23.8M | 1.71% | -- | 2026-06-30 |
← Scroll →
Page 1 of 10