KB

Kimelman & Baird, LLC

13F
Kimelman & Baird, LLC
Last update 2025-05-13 349 Stocks (3 new)
Value $1.18 Bil Turnover 0 %
Countries:
Top Holdings: CPRT(5.95%)AAPL(5.61%)JPM(5.10%)COST(5.06%)AMZN(4.50%)
Summary Stock Picks Current Portfolio
Kimelman & Baird, LLC Top Holdings of 2025-03-31 View Full List
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
-12.92%
-14.06%
47,689.3
Business Services
AAPL
Apple Inc
297,131
66,001.7
-1.44%
5.610
-0.09%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
JPM
JPMorgan Chase & Co
244,554
59,989.2
-1.76%
5.100
-0.08%
0.010
+30.86%
+25.49%
822,612.0
Banks
COST
Costco Wholesale Corp
62,914
59,503.0
-1.11%
5.060
-0.05%
0.010
+2.19%
+7.98%
437,720.8
Retail - Defensive
AMZN
Amazon.com Inc
278,586
53,003.8
-0.08%
4.500
0%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
WM
Waste Management Inc
210,242
48,673.1
-1.23%
4.140
-0.04%
0.050
-3.78%
+13.35%
91,386.9
Waste Management
MSFT
Microsoft Corp
124,473
46,725.9
+0.20%
3.970
+0.01%
0.000
+33.94%
+18.80%
3,707,650.2
Software
MA
Mastercard Inc
81,155
44,482.8
-1.81%
3.780
-0.06%
0.010
+7.46%
+8.43%
516,916.7
Credit Services
BX
Blackstone Inc
317,339
44,357.7
-0.86%
3.770
-0.04%
0.040
+17.37%
-8.62%
118,636.8
Asset Management
HD
The Home Depot Inc
118,532
43,440.6
-1.04%
3.690
-0.04%
0.010
+5.08%
-3.25%
369,794.8
Retail - Cyclical

Kimelman & Baird, LLC's Historical Top Holdings Breakdowns

Kimelman & Baird, LLC's Top Stock Picks View Full List
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
$119.90
-25.99%
Reduce -94.82%
3,382
-61,878
ADBE
Adobe Inc
2025-03-31
Reduce
Reduce
-0.74%
●
377.84 ($428.84) 464.11
$379.31
-11.55%
Reduce -96.8%
687
-20,801
EMR
Emerson Electric Co
2025-03-31
Reduce
Reduce
-0.38%
●
108.64 ($120.56) 131.17
$139.76
15.93%
Reduce -36.3%
68,535
-39,050
STE
Steris PLC
2025-03-31
Reduce
Reduce
-0.17%
●
202.46 ($219.95) 232.74
$237.55
8.00%
Reduce -39.76%
15,466
-10,207
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.09%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -1.44%
297,131
-4,330
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.08%
●
225.19 ($254.94) 279.95
$296.00
16.11%
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
$73.72
-5.17%
Reduce -43.84%
16,165
-12,618
ABT
Abbott Laboratories
2025-03-31
Reduce
Reduce
-0.06%
●
111.1 ($127.27) 140.22
$134.44
5.63%
Reduce -21.04%
23,639
-6,300
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-0.06%
●
504.67 ($544.39) 576.31
$569.24
4.56%
Reduce -1.81%
81,155
-1,495
CPRT
Copart Inc
2025-03-31
Reduce
Reduce
-0.05%
●
52.3 ($56.28) 59.83
$49.32
-12.37%
Reduce -0.88%
1,236,732
-10,935

Kimelman & Baird, LLC Total Holding History ($B)

To

Kimelman & Baird, LLC's Asset Allocation

To

Kimelman & Baird, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Kimelman & Baird, LLC's Holdings Bubble Chart

Kimelman & Baird, LLC News

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