KB
| |
Kimelman & Baird, LLC13F | |
| Kimelman & Baird, LLC | |
| Last update 2025-05-13 | 349 Stocks (3 new) |
| Value $1.18 Bil | Turnover 0 % |
Kimelman & Baird, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPRT | Copart Inc | 1,236,732 | 69,986.7 | -0.88% | 5.950 | -0.05% | 0.130 | -22.96% | -19.88% | 44,459.7 | Business Services | |
AAPL | Apple Inc | 297,131 | 66,001.7 | -1.44% | 5.610 | -0.09% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
JPM | JPMorgan Chase & Co | 244,554 | 59,989.2 | -1.76% | 5.100 | -0.08% | 0.010 | +26.17% | +23.48% | 800,897.6 | Banks | |
COST | Costco Wholesale Corp | 62,914 | 59,503.0 | -1.11% | 5.060 | -0.05% | 0.010 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
AMZN | Amazon.com Inc | 278,586 | 53,003.8 | -0.08% | 4.500 | 0% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
WM | Waste Management Inc | 210,242 | 48,673.1 | -1.23% | 4.140 | -0.04% | 0.050 | -1.21% | +13.46% | 91,475.4 | Waste Management | |
MSFT | Microsoft Corp | 124,473 | 46,725.9 | +0.20% | 3.970 | +0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
MA | Mastercard Inc | 81,155 | 44,482.8 | -1.81% | 3.780 | -0.06% | 0.010 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
BX | Blackstone Inc | 317,339 | 44,357.7 | -0.86% | 3.770 | -0.04% | 0.040 | +30.31% | -0.62% | 129,029.9 | Asset Management | |
HD | The Home Depot Inc | 118,532 | 43,440.6 | -1.04% | 3.690 | -0.04% | 0.010 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical |
Kimelman & Baird, LLC's Historical Top Holdings Breakdowns
Kimelman & Baird, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TFX | Teleflex Inc | 2025-03-31 | Reduce Reduce | -0.87% | 130.79 ($162) 183.66 | $111.06 | -31.44% | Reduce -94.82% | 3,382 | -61,878 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.74% | 377.84 ($428.84) 464.11 | $365.79 | -14.70% | Reduce -96.8% | 687 | -20,801 | |
EMR | Emerson Electric Co | 2025-03-31 | Reduce Reduce | -0.38% | 108.64 ($120.56) 131.17 | $144.23 | 19.63% | Reduce -36.3% | 68,535 | -39,050 | |
STE | Steris PLC | 2025-03-31 | Reduce Reduce | -0.17% | 202.46 ($219.95) 232.74 | $225.58 | 2.56% | Reduce -39.76% | 15,466 | -10,207 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.09% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -1.44% | 297,131 | -4,330 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.08% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Reduce -1.76% | 244,554 | -4,387 | |
DD | DuPont de Nemours Inc | 2025-03-31 | Reduce Reduce | -0.07% | 72.7 ($77.74) 84.32 | $75.55 | -2.82% | Reduce -43.84% | 16,165 | -12,618 | |
ABT | Abbott Laboratories | 2025-03-31 | Reduce Reduce | -0.06% | 111.1 ($127.27) 140.22 | $123.67 | -2.83% | Reduce -21.04% | 23,639 | -6,300 | |
MA | Mastercard Inc | 2025-03-31 | Reduce Reduce | -0.06% | 504.67 ($544.39) 576.31 | $552.66 | 1.52% | Reduce -1.81% | 81,155 | -1,495 | |
CPRT | Copart Inc | 2025-03-31 | Reduce Reduce | -0.05% | 52.3 ($56.28) 59.83 | $45.98 | -18.30% | Reduce -0.88% | 1,236,732 | -10,935 |
Kimelman & Baird, LLC Total Holding History ($B)
Kimelman & Baird, LLC's Asset Allocation
Kimelman & Baird, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kimelman & Baird, LLC's Hypothetical Growth since 2025-03-31
Kimelman & Baird, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kimelman & Baird, LLC's Holdings Heat Map
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Kimelman & Baird, LLC's Holdings Bubble Chart
Kimelman & Baird, LLC News
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