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CIK: 0001318103
Total reported value
$1.4B
$1.4B
263 檔
24.2%
At the close of Q4 2025, Kimelman & Baird, LLC disclosed equity holdings valued at approximately $1.4B, spread across 263 reported holdings.
In Q4 2025, Kimelman & Baird, LLC adopted a defensive or profit-taking posture, trimming 61 positions and completely liquidating 22 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, JPM, AMZN) accounted for 24.2% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.94% | +0.08% | -1.30% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.73% | -0.05% | -1.63% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.88% | +0.08% | -0.74% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.50% | -0.35% | -0.94% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.18% | -0.83% | +0.02% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.92% | -0.68% | -1.80% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.85% | +0.37% | -3.65% | |
| 8 | CPRT | Copart Inc | Stock-Industrials | 3.72% | -0.81% | +0.21% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 3.72% | -0.27% | -1.01% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 3.56% | -0.62% | +0.02% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.46% | +0.52% | -4.21% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 3.45% | -0.26% | -2.71% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 3.36% | +0.12% | -0.56% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 3.12% | -0.14% | -0.27% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.86% | +0.04% | -1.90% | |
| 16 | WCN | Waste Connections Inc | Stock-Industrials | 2.55% | -0.22% | +0.08% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 2.39% | +0.13% | +0.20% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 2.13% | -0.20% | +0.18% | |
| 19 | BA | Boeing Co/the | Stock-Industrials | 1.96% | -0.04% | +35116.52% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.95% | -2.41% | EXIT | |
| 21 | OPLN | Openlane Inc | Stock-Other | 1.85% | +0.45% | +0.15% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.82% | +0.01% | — | |
| 23 | OC | Owens Corning | Stock-Industrials | 1.70% | +0.54% | -4.45% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 1.61% | +3.22% | +0.17% | |
| 25 | DOV | Dover CORP | Stock-Industrials | 1.44% | -0.06% | — | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.30% | -0.07% | -1.40% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.26% | — | — | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 1.25% | -0.27% | +0.25% | |
| 29 | LIN | Linde plc | Stock-Materials | 1.16% | -0.09% | +0.20% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.15% | -1.02% | +0.10% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.03% | +14.12% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.91% | -0.82% | +1.01% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.38% | -0.01% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.70% | -0.02% | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.15% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.02% | -1.33% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.03% | -0.10% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.20% | — | |
| 39 | NUE | Nucor CORP | Stock-Materials | 0.47% | +0.09% | -0.23% | |
| 40 | CAC | Camden National CORP | Stock-Other | 0.46% | +0.01% | -4.72% | |
| 41 | MTB | M & T Bank CORP | Stock-Financials | 0.46% | +0.02% | — | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | -0.08% | — | |
| 43 | SHEL | Shell Plc-adr | Stock-Energy | 0.37% | -0.13% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.03% | — | |
| 45 | DMRC | Digimarc Corporation | Stock-Other | 0.34% | -0.34% | EXIT | |
| 46 | STE | STERIS plc | Stock-Healthcare | 0.29% | -0.03% | -2.66% | |
| 47 | GE | General Electric | Stock-Industrials | 0.24% | +0.04% | — | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.23% | -0.04% | -0.56% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.03% | -0.05% | |
| 50 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.19% | +0.35% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +2% | +35116.52% | Add |
| 2 | LLY | Eli Lilly & Co | +0.9% | -4.21% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -3.65% | Trim |
| 4 | MRK | Merck & Co. Inc. | +0.2% | -1.40% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | -1.30% | Trim |
| 6 | DOV | Dover CORP | +0.2% | — | Unchanged |
| 7 | BAC | Bank Of America CORP | +0.1% | -0.56% | Trim |
| 8 | AXP | American Express Co | +0.1% | +386.96% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | -0.74% | Trim |
| 10 | TJX | Tjx Companies Inc | +0.1% | -1.80% | Trim |
| 11 | NVDA | Nvidia CORP | +0.1% | +14.12% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.10% | Trim |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +0.20% | Add |
| 14 | NUE | Nucor CORP | +0.1% | -0.23% | Trim |
| 15 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 16 | XOM | Exxon Mobil CORP | 0% | -0.01% | Trim |
| 17 | OPLN | Openlane Inc | 0% | +0.15% | Add |
| 18 | CAC | Camden National CORP | 0% | -4.72% | Trim |
| 19 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 20 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 21 | LITE | Lumentum Holdings Inc | 0% | -37.75% | Trim |
| 22 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 23 | REGN | Regeneron Pharmaceuticals | 0% | +481.48% | Add |
| 24 | GLD | Spdr Gold Shares | 0% | -1.82% | Trim |
| 25 | EXK | Exact Sciences CORP | 0% | — | Unchanged |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | +106.67% | Add |
| 27 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 28 | SHEL | Shell Plc-adr | — | — | Unchanged |
| 29 | MTB | M & T Bank CORP | — | — | Unchanged |
| 30 | DOW | Dow Inc | — | -27.21% | Trim |
| 31 | EMR | Emerson Electric Co | — | — | Unchanged |
| 32 | ✓ | — | — | Unchanged | |
| 33 | GH | Guardant Health Inc | — | — | Unchanged |
| 34 | GE | General Electric | — | — | Unchanged |
| 35 | TT | Trane Technologies plc | — | — | Unchanged |
| 36 | EOG | Eog Resources Inc | — | — | Unchanged |
| 37 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
| 38 | WEN | Wendy's Co/the | — | -2.34% | Trim |
| 39 | SLB | Slb LTD | — | -94.13% | Trim |
| 40 | UPS | United Parcel Service-cl B | — | -86.25% | Trim |
| 41 | GNR | State Street Spdr S&p Global | — | — | Unchanged |
| 42 | KHC | Kraft Heinz Co/the | — | -96.81% | Trim |
| 43 | EVRG | Evergy Inc | — | -7.37% | Trim |
| 44 | VTV | Vanguard Value ETF | — | -31.20% | Trim |
| 45 | PFE | Pfizer Inc | — | -0.61% | Trim |
| 46 | CSCO | Cisco Systems Inc | — | -12.94% | Trim |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | — | EXIT | Sold out |
| 48 | MPC | Marathon Petroleum CORP | — | — | Unchanged |
| 49 | IFF | Intl Flavors & Fragrances | — | -2.89% | Trim |
| 50 | CMI | Cummins Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Kimelman & Baird, LLC reported a total U.S. public equity portfolio value of $1.4B across 263 disclosed positions in Q4 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
SOLS
市值: $1.4M
Top Position Liquidated / Trimmed
UL
前期市值: $1.3M
During Q4 2025, Kimelman & Baird, LLC's top holdings by market value included AAPL (5.9%)、JPM (5.7%)、AMZN (4.9%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q4 2025, Kimelman & Baird, LLC made 108 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 61 holdings, and fully liquidating 22 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.
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