Kimelman & Baird, LLC
266 holdingsFiling period: 2026-03-31Current AUM: $1.37Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 278.2K | $70.6M | $85.9M | 6.25% | -6,116 | 2026-03-31 |
| 2 | COST | COSTCO WHOLESALE CORPORATION | 62.7K | $62.5M | $59.7M | 4.34% | -367 | 2026-03-31 |
| 3 | JPM | JPMORGAN CHASE & CO | 208.0K | $61.2M | $73.2M | 5.32% | -23,592 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 274.4K | $57.1M | $74.5M | 5.42% | -1,013 | 2026-03-31 |
| 5 | TJX | TJX COS INC NEW | 329.4K | $52.6M | $51.8M | 3.77% | -2,692 | 2026-03-31 |
| 6 | WM | WASTE MGMT INC DEL | 206.7K | $47.5M | $46.8M | 3.41% | -4,486 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 158.2K | $45.5M | $56.3M | 4.10% | -1,970 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 117.9K | $43.6M | $54.8M | 3.98% | -3,237 | 2026-03-31 |
| 9 | CPRT | COPART INC | 1.23M | $40.9M | $35.9M | 2.61% | -3,572 | 2026-03-31 |
| 10 | HD | HOME DEPOT INC | 117.4K | $38.6M | $39.0M | 2.83% | -691 | 2026-03-31 |
| 11 | BAC | BANK AMERICA CORP | 791.7K | $38.6M | $49.0M | 3.57% | -2,293 | 2026-03-31 |
| 12 | LLY | ELI LILLY & CO | 40.3K | $37.1M | $46.3M | 3.37% | -1,554 | 2026-03-31 |
| 13 | BX | BLACKSTONE INC | 312.7K | $36.0M | $39.9M | 2.91% | -1,109 | 2026-03-31 |
| 14 | MA | MASTERCARD INCORPORATED | 71.0K | $35.5M | $40.7M | 2.96% | -7,608 | 2026-03-31 |
| 15 | V | VISA INC | 102.0K | $30.8M | $37.4M | 2.72% | -4,154 | 2026-03-31 |
| 16 | WCN | WASTE CONNECTIONS INC | 181.0K | $29.4M | $30.3M | 2.20% | -8,357 | 2026-03-31 |
| 17 | HON | HONEYWELL INTL INC | 129.7K | $29.3M | $15.8M | 1.15% | -176 | 2026-03-31 |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | 105.7K | $25.6M | $23.6M | 1.72% | +746 | 2026-03-31 |
| 19 | UNP | UNION PAC CORP | 102.3K | $24.8M | $29.9M | 2.17% | -- | 2026-03-31 |
| 20 | MRVL | MARVELL TECHNOLOGY INC | 246.8K | $24.4M | $46.3M | 3.37% | -280 | 2026-03-31 |
| 21 | UBER | UBER TECHNOLOGIES INC | 338.7K | $24.4M | $23.8M | 1.73% | -27 | 2026-03-31 |
| 22 | BA | BOEING CO | 117.1K | $23.3M | $25.3M | 1.84% | -143 | 2026-03-31 |
| 23 | OPLN | OPENLANE INC | 779.9K | $22.7M | $31.0M | 2.26% | -29,956 | 2026-03-31 |
| 24 | OC | OWENS CORNING NEW | 196.2K | $21.2M | $27.3M | 1.98% | -906 | 2026-03-31 |
| 25 | DOV | DOVER CORP | 96.0K | $20.0M | $19.6M | 1.43% | -- | 2026-03-31 |
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