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CIK: 0001318103
Total reported value
$1.4B
$1.4B
307 檔
24.3%
In Q3 2025, Kimelman & Baird, LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 307 disclosed stock positions.
In Q3 2025, Kimelman & Baird, LLC adopted a defensive or profit-taking posture, trimming 53 positions and completely liquidating 32 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including JPM, AAPL, MSFT) accounted for 24.3% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.80% | -0.05% | -3.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.73% | +0.08% | -2.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.94% | -0.35% | -1.64% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.76% | +0.08% | +0.18% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.56% | -0.83% | +0.64% | |
| 6 | CPRT | Copart Inc | Stock-Industrials | 4.33% | -0.81% | +0.96% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 4.23% | -0.27% | +0.18% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.82% | -0.68% | +0.76% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.75% | -0.14% | +0.21% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 3.64% | -0.62% | +0.63% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 3.59% | -0.26% | +0.41% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 3.22% | +0.12% | +0.83% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.16% | +0.37% | -2.85% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.89% | +0.04% | +1.00% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.61% | +0.52% | -1.27% | |
| 16 | WCN | Waste Connections Inc | Stock-Industrials | 2.60% | -0.22% | +0.92% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 2.59% | -0.20% | +1.03% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 2.31% | +0.13% | +0.91% | |
| 19 | OC | Owens Corning | Stock-Industrials | 2.28% | +0.54% | +0.77% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 2.13% | -2.41% | EXIT | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.89% | +0.01% | — | |
| 22 | OPLN | Openlane Inc | Stock-Other | 1.82% | +0.45% | +1.27% | |
| 23 | MRVL | Marvell Technology Inc | Stock-Tech | 1.62% | +3.22% | +207.09% | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.33% | — | — | |
| 25 | LIN | Linde plc | Stock-Materials | 1.31% | -0.09% | +2.86% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.26% | -0.27% | +21.57% | |
| 27 | DOV | Dover CORP | Stock-Industrials | 1.25% | -0.06% | — | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.18% | -1.02% | +2.14% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.06% | -0.07% | — | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.00% | -0.82% | +1.40% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.03% | +3.85% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.38% | -0.41% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.70% | -0.02% | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.15% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.02% | — | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.20% | +7.95% | |
| 37 | DMRC | Digimarc Corporation | Stock-Other | 0.48% | -0.34% | EXIT | |
| 38 | MTB | M & T Bank CORP | Stock-Financials | 0.46% | +0.02% | — | |
| 39 | CAC | Camden National CORP | Stock-Other | 0.44% | +0.01% | -1.05% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.40% | -0.08% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.03% | -10.60% | |
| 42 | NUE | Nucor CORP | Stock-Materials | 0.40% | +0.09% | — | |
| 43 | SHEL | Shell Plc-adr | Stock-Energy | 0.37% | -0.13% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.31% | -0.03% | -3.72% | |
| 45 | STE | STERIS plc | Stock-Healthcare | 0.29% | -0.03% | -2.23% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.25% | -0.04% | — | |
| 47 | GE | General Electric | Stock-Industrials | 0.24% | +0.04% | -0.24% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.03% | — | |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.20% | -0.02% | — | |
| 50 | ✓ | Stock-Other | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +1.6% | +207.09% | Add |
| 2 | MDT | Medtronic plc | +1.2% | +21.57% | Add |
| 3 | MSFT | Microsoft CORP | +1% | -1.64% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.7% | -3.55% | Trim |
| 5 | UBER | Uber Technologies Inc | +0.5% | +1.03% | Add |
| 6 | OPLN | Openlane Inc | +0.5% | +1.27% | Add |
| 7 | BX | Blackstone Inc | +0.5% | +0.18% | Trim |
| 8 | BAC | Bank Of America CORP | +0.4% | +0.83% | Add |
| 9 | NVDA | Nvidia CORP | +0.4% | +3.85% | Add |
| 10 | TJX | Tjx Companies Inc | +0.3% | +0.76% | Add |
| 11 | AMZN | Amazon.com Inc | +0.3% | +0.18% | Trim |
| 12 | NSC | Norfolk Southern CORP | +0.2% | — | Unchanged |
| 13 | AAPL | Apple Inc | +0.1% | -2.02% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +0.91% | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | +2.14% | Add |
| 16 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 17 | HD | Home Depot Inc | +0.1% | +0.21% | Trim |
| 18 | EMR | Emerson Electric Co | +0.1% | — | Add |
| 19 | GE | General Electric | +0.1% | -0.24% | Trim |
| 20 | GEV | GE Vernova Inc | +0.1% | -0.29% | Trim |
| 21 | VST | Vistra CORP | 0% | — | Unchanged |
| 22 | NUE | Nucor CORP | 0% | — | Unchanged |
| 23 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 24 | LITE | Lumentum Holdings Inc | 0% | -32.35% | Trim |
| 25 | NKE | Nike Inc -cl B | 0% | +1.40% | Add |
| 26 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 27 | MTB | M & T Bank CORP | 0% | — | Unchanged |
| 28 | SXT | Sensient Technologies CORP | 0% | -3.48% | Trim |
| 29 | META | Meta Platforms Inc-class A | 0% | — | Add |
| 30 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 31 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 32 | CRS | Carpenter Technology | 0% | — | Unchanged |
| 33 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 34 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 35 | ECL | Ecolab Inc | — | — | Unchanged |
| 36 | SYY | Sysco CORP | — | — | Trim |
| 37 | GPC | Genuine Parts Co | — | — | Unchanged |
| 38 | GNR | State Street Spdr S&p Global | — | — | Unchanged |
| 39 | WSM | Williams-sonoma Inc | — | — | Unchanged |
| 40 | AXP | American Express Co | — | — | Unchanged |
| 41 | TSLA | Tesla Inc | — | — | Unchanged |
| 42 | VOO | Vanguard S&p 500 ETF | — | -0.29% | Unchanged |
| 43 | TT | Trane Technologies plc | — | — | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 45 | NFLX | Netflix Inc | — | -9.33% | Trim |
| 46 | WMT | Walmart Inc | — | +2.03% | Trim |
| 47 | ASH | Ashland Inc | — | — | Unchanged |
| 48 | FNLC | First Bancorp Inc/me | — | — | Unchanged |
| 49 | QCOM | Qualcomm Inc | — | — | Unchanged |
| 50 | NEM | Newmont CORP | — | -4.56% | Trim |
According to official SEC Form 13F filings, Kimelman & Baird, LLC reported a total U.S. public equity portfolio value of $1.4B across 307 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
市值: $2.4M
Top Position Liquidated / Trimmed
TRV
前期市值: $2.3M
During Q3 2025, Kimelman & Baird, LLC's top holdings by market value included JPM (5.8%)、AAPL (5.7%)、MSFT (4.9%). The largest single position, JPM, represented 5.8% of total portfolio value.
In Q3 2025, Kimelman & Baird, LLC made 114 total portfolio adjustments, initiating 7 new buys, adding to 22 positions, trimming 53 holdings, and fully liquidating 32 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.