What Kimelman & Baird, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1318103 · Filed Aug 18, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 238.4K |
| −3.4% |
| $71M |
| 5.2% |
JPMJPMorgan Chase & Co | 206.5K | −0.7% | $67.6M | 5% |
AMZNAmazon Com Inc | 272.2K | −0.8% | $64.9M | 4.8% |
COSTCostco Wholesale Corp | 62.6K | −0.2% | $58.6M | 4.3% |
GOOGLAlphabet Inc. | 156.1K | −1.3% | $55.8M | 4.1% |
TJXTJX Companies Inc | 327K | −0.7% | $49.5M | 3.7% |
LLYELI LILLY & Co | 40.4K | +0.1% | $48.4M | 3.6% |
BACBank of America Corp | 785.8K | −0.8% | $44.8M | 3.3% |
WMWaste Management Inc | 200.5K | −3.0% | $44.7M | 3.3% |
MSFTMicrosoft Corp | 117.8K | −0.0% | $43.9M | 3.2% |
HDHome Depot, Inc. | 116.9K | −0.4% | $41.2M | 3% |
BXBlackstone Inc. | 310.4K | −0.7% | $36.5M | 2.7% |
MAMastercard Inc | 70.3K | −1.0% | $36.1M | 2.7% |
VVisa Inc. | 102K | +0.0% | $35M | 2.6% |
CPRTCopart Inc | 1.2M | +0.0% | $34.8M | 2.6% |
OPLNOPENLANE, Inc. | 762.5K | −2.2% | $31.4M | 2.3% |
OCOwens Corning | 195.9K | −0.2% | $31.1M | 2.3% |
IBMInternational Business Machines Corp | 108.1K | +2.3% | $30.4M | 2.2% |
WCNWaste Connections, Inc. | 179.3K | −1.0% | $29.9M | 2.2% |
UNPUnion Pacific Corp | 102.3K | ±0% | $27.8M | 2.1% |
BABoeing Co | 117.7K | +0.5% | $25.5M | 1.9% |
UBERUber Technologies, Inc | 339K | +0.1% | $24.5M | 1.8% |
DOVDOVER Corp | 96K | ±0% | $21.5M | 1.6% |
MRKMerck & Co., Inc. | 160.2K | ±0% | $20.6M | 1.5% |
LINLinde PLC | 35.9K | +0.2% | $18.6M | 1.4% |
REGNRegeneron Pharmaceuticals, Inc. | 27.7K | +154.9% | $17.3M | 1.3% |
NVDANVIDIA Corp | 83.9K | −0.2% | $16.8M | 1.2% |
HONHoneywell International Inc | 65K | New | $14.5M | 1.1% |
HONAHoneywell Aerospace Inc. | 64.1K | New | $14.2M | 1% |
EXXON MOBIL CORPCOM | 97.2K | ±0% | $13.3M | 1% |
MDTMedtronic plc | 163.7K | −3.7% | $12.8M | 0.9% |
CSCOCisco Systems, Inc. | 98K | +0.8% | $11.5M | 0.8% |
ENPHEnphase Energy, Inc. | 204.8K | +1,062.1% | $10.1M | 0.7% |
EMREmerson Electric Co | 68.5K | −0.1% | $9.8M | 0.7% |
DMRCDigimarc Corp | 1.1M | New | $9M | 0.7% |
STXSeagate Technology Holdings plc | 9K | ±0% | $8.7M | 0.6% |
NUENucor Corp | 37.3K | −0.5% | $8.3M | 0.6% |
ABBVAbbVie Inc. | 30.7K | ±0% | $7.7M | 0.6% |
CACCamden National Corp | 137.3K | −0.8% | $7.4M | 0.5% |
MCDMcDonald's Corp | 26.9K | ±0% | $7.3M | 0.5% |
MTBM&T Bank Corp | 30K | ±0% | $7.1M | 0.5% |
CVXChevron Corp | 40.4K | ±0% | $6.7M | 0.5% |
NEENextEra Energy Inc | 68.1K | −0.4% | $6M | 0.4% |
NFLXNetflix Inc | 79.8K | +2,251.2% | $5.7M | 0.4% |
AMGNAmgen Inc | 14.2K | ±0% | $5.2M | 0.4% |
SHELShell plc | 66.2K | ±0% | $5.1M | 0.4% |
GEGeneral Electric Co | 10.3K | ±0% | $3.8M | 0.3% |
GOOGAlphabet Inc. | 10.6K | −1.2% | $3.7M | 0.3% |
AXPAmerican Express Co | 11.1K | +19.0% | $3.7M | 0.3% |
PGPROCTER & GAMBLE Co | 19.8K | ±0% | $2.9M | 0.2% |
TRVTravelers Companies, Inc. | 8.5K | ±0% | $2.8M | 0.2% |
STESTERIS plc | 12.7K | ±0% | $2.7M | 0.2% |
JNJJohnson & Johnson | 10.3K | −1.9% | $2.6M | 0.2% |
ABTAbbott Laboratories | 23.5K | ±0% | $2.1M | 0.2% |
MRSHMarsh & McLennan Companies, Inc. | 12.6K | ±0% | $2.1M | 0.2% |
SXTSensient Technologies Corp | 16.7K | ±0% | $2.1M | 0.2% |
GLDSPDR Gold Trust | 5.4K | ±0% | $2M | 0.1% |
LITELumentum Holdings Inc. | 2.3K | −5.1% | $1.9M | 0.1% |
KIMKimco Realty Corp | 68.1K | ±0% | $1.7M | 0.1% |
GEVGE Vernova Inc. | 1.4K | ±0% | $1.6M | 0.1% |
MTXMinerals Technologies Inc | 21.5K | ±0% | $1.6M | 0.1% |
ECLEcolab Inc. | 5.7K | ±0% | $1.6M | 0.1% |
SYYSysco Corp | 16.6K | ±0% | $1.4M | 0.1% |
PMPhilip Morris International Inc. | 7.3K | ±0% | $1.3M | 0.1% |
MDLZMondelez International, Inc. | 22.3K | ±0% | $1.3M | 0.1% |
FNLCFirst Bancorp, Inc | 35.6K | ±0% | $1.2M | 0.1% |
EOGEOG Resources Inc | 9.4K | ±0% | $1.2M | 0.1% |
ULUnilever PLC | 18.8K | ±0% | $1.1M | 0.1% |
NVSNovartis AG | 6.9K | ±0% | $1.1M | 0.1% |
PANWPalo Alto Networks Inc | 3.1K | +2.1% | $1M | 0.1% |
PFEPfizer Inc | 43K | ±0% | $1M | 0.1% |
VSTVistra Corp. | 6.3K | +1.6% | $999.4K | 0.1% |
UTZUtz Brands, Inc. | 128.6K | +129.7% | $990.1K | 0.1% |
TTTrane Technologies plc | 2K | −8.2% | $987.2K | 0.1% |
SPDR INDEX SHS FDSST STR NAT ETF | 14.5K | New | $976K | 0.1% |
BMYBristol Myers Squibb Co | 15.5K | ±0% | $894.6K | 0.1% |
CMCSAComcast Corp | 34.8K | ±0% | $853.8K | 0.1% |
KRKroger Co | 15.3K | ±0% | $849.6K | 0.1% |
QCOMQualcomm Inc | 4.1K | ±0% | $757.6K | 0.1% |
QQnity Electronics, Inc. | 4.6K | ±0% | $756.8K | 0.1% |
COPConocoPhillips | 6.9K | ±0% | $712.1K | 0.1% |
NINisource Inc. | 14K | ±0% | $663.3K | 0.1% |
GPCGenuine Parts Co | 5.5K | ±0% | $648.9K | 0.1% |
METAMeta Platforms, Inc. | 1.1K | +8.0% | $624.7K | 0.1% |
KOCoca Cola Co | 7.4K | ±0% | $601.4K | 0.1% |
CTVACorteva, Inc. | 6.7K | ±0% | $563.3K | 0.1% |
IFFInternational Flavors & Fragrances Inc | 6.7K | ±0% | $531.9K | 0.1% |
NWSANews Corp | 20.8K | ±0% | $516.8K | 0.1% |
SJMJ M SMUCKER Co | 4.5K | ±0% | $506.3K | 0.1% |
FULFuller H B Co | 8.4K | ±0% | $489.6K | 0.1% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 694 | +2.2% | $476.4K | 0.1% |
TXNTexas Instruments Inc | 1.5K | ±0% | $447.1K | 0.1% |
DDDuPont de Nemours, Inc. | 3.1K | New | $419K | 0.1% |
WENWendy's Co | 50.4K | ±0% | $417.4K | 0.1% |
PLTRPalantir Technologies Inc. | 3.4K | +38.0% | $398.1K | 0.1% |
SPYSPDR S&P 500 ETF Trust | 532 | ±0% | $397.3K | 0.1% |
DISWalt Disney Co | 4K | −97.0% | $380.3K | 0.1% |
DOWDOW Inc. | 12.7K | ±0% | $348.2K | 0.1% |
BALLBALL Corp | 5.3K | ±0% | $328.5K | 0.1% |
EVRGEvergy, Inc. | 3.7K | ±0% | $322.7K | 0.1% |
CLColgate Palmolive Co | 3.5K | ±0% | $320.9K | 0.1% |
PEPPepsiCo Inc | 2.3K | ±0% | $314.5K | 0.1% |
GISGeneral Mills Inc | 8.7K | −26.8% | $304.2K | 0.1% |
ACVAACV Auctions Inc. | 40.9K | +2,047.2% | $294.1K | 0.1% |
GHGuardant Health, Inc. | 1.9K | ±0% | $285.1K | 0.1% |
KWRQuaker Chemical Corp | 1.6K | ±0% | $251.3K | 0.1% |
BNYBank of New York Mellon Corp | 1.7K | ±0% | $245.8K | 0.1% |
MPCMarathon Petroleum Corp | 942 | ±0% | $240.8K | 0.1% |
ADMArcher-Daniels-Midland Co | 3.1K | ±0% | $238K | 0.1% |
ENBEnbridge Inc | 4.2K | ±0% | $228.8K | 0.1% |
FMSFresenius Medical Care AG | 9.7K | ±0% | $220.1K | 0.1% |
LCNBLCNB Corp | 11.5K | ±0% | $202.3K | 0.1% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 400 | ±0% | $200.2K | 0.1% |
NEMNEWMONT Corp | 2.1K | ±0% | $198.9K | 0.1% |
WTSWatts Water Technologies Inc | 500 | ±0% | $195.7K | 0.1% |
KEYKeyCorp | 8K | ±0% | $184.4K | 0.1% |
EQTEQT Corp | 3.4K | ±0% | $179.4K | 0.1% |
ISHARES TRCORE S&P MCP ETF | 2.3K | ±0% | $173.5K | 0.1% |
DUKDuke Energy CORP | 1.3K | ±0% | $168.6K | 0.1% |
TSLATesla, Inc. | 399 | +2.8% | $167.8K | 0.1% |
ETNEaton Corp plc | 387 | ±0% | $164.9K | 0.1% |
KMBKimberly Clark Corp | 1.4K | ±0% | $148.2K | 0.1% |
KMIKinder Morgan, Inc. | 4.5K | ±0% | $143.9K | 0.1% |
CMICummins Inc | 200 | −33.3% | $142.6K | 0.1% |
CSXCSX Corp | 3K | ±0% | $142.6K | 0.1% |
SRESempra | 1.5K | ±0% | $139.1K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 1.6K | +500.0% | $134.9K | 0.1% |
CATCaterpillar Inc | 124 | ±0% | $132K | 0.1% |
JBTMJBT MAREL Corp | 900 | ±0% | $130.5K | 0.1% |
SHOPShopify Inc. | 1.1K | ±0% | $128.5K | 0.1% |
SOLSSolstice Advanced Materials Inc. | 1.4K | −0.1% | $128.1K | 0.1% |
FMCFMC Corp | 10K | ±0% | $115K | 0.1% |
FDXFedEx Corp | 355 | ±0% | $111.2K | 0.1% |
WLKWestlake Corp | 1.5K | ±0% | $109.5K | 0.1% |
ASMLASML Holding NV | 55 | ±0% | $109.4K | 0.1% |
DELLDell Technologies Inc. | 252 | ±0% | $108.7K | 0.1% |
ADBEAdobe Inc. | 523 | −0.2% | $107.2K | 0.1% |
KDPKeurig Dr Pepper Inc. | 3.3K | ±0% | $107.2K | 0.1% |
PSXPhillips 66 | 625 | ±0% | $105.7K | 0.1% |
RTXRTX Corp | 537 | ±0% | $101.9K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 619 | ±0% | $97.8K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 441 | ±0% | $96.1K | 0.1% |
ASHAshland Inc. | 1.4K | −47.6% | $94.4K | 0.1% |
AMPAmeriprise Financial Inc | 200 | ±0% | $91.8K | 0.1% |
VZVerizon Communications Inc | 2K | ±0% | $86.5K | 0.1% |
TAT&T Inc. | 4.1K | ±0% | $84K | 0.1% |
WYWeyerhaeuser Co | 3.4K | ±0% | $81.7K | 0.1% |
NKENIKE, Inc. | 2K | −99.0% | $80.8K | 0.1% |
DEODiageo PLC | 1K | ±0% | $80.4K | 0.1% |
WMTWalmart Inc. | 709 | −58.5% | $80.3K | 0.1% |
TFXTeleflex Inc | 627 | −0.6% | $79.4K | 0.1% |
FNVFRANCO NEVADA Corp | 360 | New | $75K | 0.1% |
LENLennar Corp | 825 | ±0% | $74.7K | 0.1% |
WMBWilliams Companies, Inc. | 1K | ±0% | $74.3K | 0.1% |
CFCF Industries Holdings, Inc. | 675 | ±0% | $73.1K | 0.1% |
PEGPublic Service Enterprise Group Inc | 900 | ±0% | $73K | 0.1% |
CMECME Group Inc. | 323 | ±0% | $71.3K | 0.1% |
LLoews Corp | 601 | ±0% | $68K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 520 | +300.0% | $64.6K | 0.1% |
DEDeere & Co | 100 | ±0% | $63.4K | 0.1% |
ISHARES TRRUS MD CP GR ETF | 428 | ±0% | $62.7K | 0.1% |
CRSCarpenter Technology Corp | 100 | −66.7% | $61.7K | 0.1% |
CNPCenterpoint Energy Inc | 1.4K | ±0% | $61.7K | 0.1% |
DALDelta Air Lines, Inc. | 650 | ±0% | $60.9K | 0.1% |
USBUS Bancorp de | 1K | ±0% | $60.4K | 0.1% |
MARMarriott International Inc | 157 | −10.3% | $58.2K | 0.1% |
ABNBAirbnb, Inc. | 401 | −65.1% | $57.4K | 0.1% |
INTCIntel Corp | 400 | −50.0% | $55.9K | 0.1% |
IPInternational Paper Co | 1.5K | ±0% | $55.2K | 0.1% |
XELXcel Energy Inc | 652 | ±0% | $52.4K | 0.1% |
ISHARES TRCORE MSCI EAFE | 542 | ±0% | $52.3K | 0.1% |
ZBHZimmer Biomet Holdings, Inc. | 600 | ±0% | $51.7K | 0.1% |
IRIngersoll Rand Inc. | 626 | ±0% | $51.3K | 0.1% |
VANGUARD WHITEHALL FDSINTL HIGH ETF | 488 | ±0% | $47.9K | 0.1% |
LOWLowe's Companies Inc | 215 | ±0% | $47.4K | 0.1% |
ALLEAllegion plc | 333 | ±0% | $46.8K | 0.1% |
ISHARES TRRUS MDCP VAL ETF | 284 | ±0% | $46.7K | 0.1% |
LNTAlliant Energy Corp | 600 | ±0% | $45.8K | 0.1% |
MSIMotorola Solutions, Inc. | 110 | ±0% | $45.7K | 0.1% |
ISHARES TRCORE S&P TTL STK | 269 | ±0% | $44.2K | 0.1% |
YUMYUM Brands Inc | 276 | ±0% | $44.1K | 0.1% |
LWLamb Weston Holdings, Inc. | 999 | ±0% | $43.1K | 0.1% |
CHDChurch & Dwight Co Inc | 440 | ±0% | $42.6K | 0.1% |
CBChubb Ltd | 125 | ±0% | $42.6K | 0.1% |
SBUXStarbucks Corp | 416 | ±0% | $42.5K | 0.1% |
DRIDarden Restaurants Inc | 200 | ±0% | $41.2K | 0.1% |
OGEOGE Energy Corp. | 844 | ±0% | $41.1K | 0.1% |
DDominion Energy, Inc | 600 | ±0% | $41K | 0.1% |
PGRProgressive Corp | 175 | ±0% | $38.2K | 0.1% |
UGIUGI Corp | 1.1K | ±0% | $36.3K | 0.1% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 432 | ±0% | $36.2K | 0.1% |
NSCNorfolk Southern Corp | 100 | ±0% | $31.5K | 0.1% |
CTSHCognizant Technology Solutions Corp | 700 | ±0% | $27.1K | 0.1% |
CHDNChurchill Downs Inc | 300 | ±0% | $26.9K | 0.1% |
OTEXOpen Text Corp | 1.2K | ±0% | $26.6K | 0.1% |
FDXFFedEx Freight Holding Company, Inc. | 175 | New | $26.4K | 0.1% |
TGTTarget Corp | 200 | ±0% | $26.1K | 0.1% |
SWSmurfit Westrock plc | 550 | ±0% | $25.4K | 0.1% |
GILDGilead Sciences, Inc. | 200 | ±0% | $25.3K | 0.1% |
MSMorgan Stanley | 120 | ±0% | $25.1K | 0.1% |
UNHUnitedHealth Group Inc | 54 | ±0% | $22.4K | 0.1% |
GLWCorning Inc | 83 | ±0% | $21.2K | 0.1% |
NMRKNewmark Group, Inc. | 1.3K | ±0% | $19.2K | 0.1% |
SPCXSpace Exploration Technologies Corp | 100 | New | $17.1K | 0.1% |
WBDWarner Bros. Discovery, Inc. | 640 | ±0% | $17.1K | 0.1% |
LMTLockheed Martin Corp | 30 | ±0% | $15.3K | 0.1% |
ETSYEtsy Inc | 200 | ±0% | $15.1K | 0.1% |
NOWServiceNow, Inc. | 145 | −91.2% | $14.4K | 0.1% |
FFord Motor Co | 1K | ±0% | $13.9K | 0.1% |
WECWEC Energy Group, Inc. | 116 | ±0% | $13.5K | 0.1% |
AVGOBroadcom Inc. | 33 | ±0% | $12.5K | 0.1% |
KTOSKratos Defense & Security Solutions, Inc. | 250 | ±0% | $12.5K | 0.1% |
ORCLOracle Corp | 81 | ±0% | $11.9K | 0.1% |
VLOValero Energy Corp | 45 | ±0% | $11.7K | 0.1% |
WSBCWesbanco Inc | 300 | ±0% | $11.7K | 0.1% |
YUMCYum China Holdings, Inc. | 276 | ±0% | $11.3K | 0.1% |
UPSUnited Parcel Service Inc | 98 | −3.9% | $10.6K | 0.1% |
WABCWestamerica Bancorporation | 175 | −30.0% | $10.3K | 0.1% |
AAAUGoldman Sachs Physical Gold ETF | 225 | ±0% | $8.9K | 0.1% |
VTRSViatris Inc | 459 | ±0% | $7.3K | 0.1% |
CPBCAMPBELL'S Co | 300 | ±0% | $6.7K | 0.1% |
OGNOrganon & Co. | 450 | ±0% | $6.1K | 0.1% |
SGHCSuper Group (SGHC) Ltd | 400 | ±0% | $5.4K | 0.1% |
HUMHumana Inc | 9 | ±0% | $3.6K | 0.1% |
OECOrion S.A. | 500 | ±0% | $3.3K | 0.1% |
SIRISirius XM Holdings Inc. | 110 | ±0% | $3.3K | 0.1% |
KEYSKeysight Technologies, Inc. | 9 | ±0% | $3.2K | 0.1% |
NBISNebius Group N.V. | 11 | ±0% | $3K | 0.1% |
AAgilent Technologies, Inc. | 19 | ±0% | $2.5K | 0.1% |
LBRDKLiberty Broadband Corp | 75 | ±0% | $2.5K | 0.1% |
SLBSLB Limited | 50 | ±0% | $2.3K | 0.1% |
FCPTFour Corners Property Trust, Inc. | 90 | ±0% | $2.2K | 0.1% |
FRABlackRock Floating Rate Income Strategies Fund, Inc. | 200 | ±0% | $2.2K | 0.1% |
TMUST-Mobile US, Inc. | 13 | ±0% | $2.2K | 0.1% |
PSKYParamount Skydance Corp | 179 | ±0% | $1.8K | 0.1% |
LLYVKLiberty Live Holdings, Inc. | 16 | ±0% | $1.7K | 0.1% |
DNNDenison Mines Corp. | 517 | ±0% | $1.6K | 0.1% |
OCCIDENTAL PETE CORP*W EXP 08/03/202 | 56 | ±0% | $1.5K | 0.1% |
CAGConagra Brands Inc. | 100 | ±0% | $1.3K | 0.1% |
COINCoinbase Global, Inc. | 9 | ±0% | $1.3K | 0.1% |
NXENexGen Energy Ltd. | 131 | ±0% | $1.2K | 0.1% |
ITUBItau Unibanco Holding S.A. | 150 | ±0% | $1.2K | 0.1% |
KHCKraft Heinz Co | 50 | ±0% | $1.2K | 0.1% |
AMDAdvanced Micro Devices Inc | 2 | ±0% | $1.2K | 0.1% |
KODKEastman Kodak Co | 100 | ±0% | $925 | 0.1% |
NKTRNektar Therapeutics | 13 | ±0% | $908 | 0.1% |
TTDTrade Desk, Inc. | 50 | ±0% | $904 | 0.1% |
ADIAnalog Devices Inc | 2 | ±0% | $795 | 0.1% |
IQVIQVIA Holdings Inc. | 3 | ±0% | $580 | 0% |
KDKyndryl Holdings, Inc. | 40 | ±0% | $453 | 0% |
SPROTT FDS TRURANI MINER ETF | 7 | New | $369 | 0% |
LBTYKLiberty Global Ltd. | 30 | ±0% | $330 | 0% |
LUMNLumen Technologies, Inc. | 34 | ±0% | $262 | 0% |
GEHCGE HealthCare Technologies Inc. | 4 | ±0% | $257 | 0% |
XRXXerox Holdings Corp | 50 | ±0% | $157 | 0% |
NOKNokia Corp | 4 | ±0% | $54 | 0% |
XPXP Inc. | 3 | ±0% | $49 | 0% |
ISHARES TRS&P MC 400GR ETF | 0 | ±0% | $37 | 0% |
GPROGoPro, Inc. | 25 | ±0% | $20 | 0% |
XRXDWXerox Holdings Corp | 25 | ±0% | $7 | 0% |
