Funds › Kimelman & Baird, LLC
Kimelman & Baird, LLC
13F for Q3 2026, filed Nov 3, 2026. 258 positions worth $1.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$1.3B
−$30.6M (2.3%) vs Q2 2026
Positions
258
260 in Q2 2026
Top 10 share
44.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 268,090 | $89.3M | 6.7% | -3.0% | 13F ↗ |
| 2 | JPM JPMorgan Chase & Co. | 205,013 | $67.8M | 5.1% | -0.7% | 13F ↗ |
| 3 | AMZN Amazon.com, Inc. | 270,516 | $67.4M | 5.1% | -0.6% | 13F ↗ |
| 4 | MRVL Marvell Technology, Inc. | 237,244 | $62.7M | 4.7% | -0.5% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 117,868 | $60.5M | 4.6% | +0.1% | 13F ↗ |
| 6 | COST Costco Wholesale Corporation | 62,052 | $56.5M | 4.3% | -0.9% | 13F ↗ |
| 7 | GOOGL Alphabet Inc. Class A | 154,850 | $53.3M | 4.0% | -0.8% | 13F ↗ |
| 8 | LLY Eli Lilly and Company | 40,473 | $46.8M | 3.5% | +0.2% | 13F ↗ |
| 9 | TJX TJX Companies, Inc. | 326,520 | $43.2M | 3.3% | -0.1% | 13F ↗ |
| 10 | BAC Bank of America Corporation | 782,714 | $42.6M | 3.2% | -0.4% | 13F ↗ |
| 11 | WM Waste Management, Inc. | 199,987 | $40.8M | 3.1% | -0.3% | 13F ↗ |
| 12 | MA Mastercard Incorporated | 69,736 | $38.5M | 2.9% | -0.7% | 13F ↗ |
| 13 | V Visa Inc. | 101,268 | $36.4M | 2.7% | -0.8% | 13F ↗ |
| 14 | BX Blackstone Inc. | 306,665 | $34.4M | 2.6% | -1.2% | 13F ↗ |
| 15 | HD Home Depot, Inc. | 115,660 | $32.9M | 2.5% | -1.1% | 13F ↗ |
| 16 | CPRT Copart, Inc. | 1.21M | $32.9M | 2.5% | -2.2% | 13F ↗ |
| 17 | UNP Union Pacific Corporation | 102,304 | $27.8M | 2.1% | Unchanged | 13F ↗ |
| 18 | WCN Waste Connections, Inc. | 179,021 | $27.6M | 2.1% | -0.2% | 13F ↗ |
| 19 | IBM International Business Machines Corporation | 110,171 | $24.2M | 1.8% | +1.9% | 13F ↗ |
| 20 | MRK Merck & Company, Inc. | 160,179 | $23.3M | 1.8% | Unchanged | 13F ↗ |
| 21 | UBER Uber Technologies, Inc. | 336,354 | $23.0M | 1.7% | -0.8% | 13F ↗ |
| 22 | OC Owens Corning Inc | 194,601 | $22.7M | 1.7% | -0.7% | 13F ↗ |
| 23 | BA Boeing Company | 119,720 | $22.3M | 1.7% | +1.7% | 13F ↗ |
| 24 | REGN Regeneron Pharmaceuticals, Inc. | 27,628 | $20.9M | 1.6% | -0.2% | 13F ↗ |
| 25 | OPLN OPENLANE, Inc. | 609,863 | $20.8M | 1.6% | -20.0% | 13F ↗ |
| 26 | NVDA NVIDIA Corporation | 83,905 | $19.2M | 1.4% | Unchanged | 13F ↗ |
| 27 | DOV Dover Corporation | 96,000 | $18.0M | 1.4% | Unchanged | 13F ↗ |
| 28 | LIN Linde plc | 36,627 | $17.4M | 1.3% | +2.2% | 13F ↗ |
| 29 | XOM ExxonMobil Holdings Corporation | 97,080 | $15.8M | 1.2% | New | 13F ↗ |
| 30 | MDT Medtronic plc. | 176,720 | $15.2M | 1.1% | +8.0% | 13F ↗ |
| 31 | HON Honeywell International Inc. | 64,404 | $13.6M | 1.0% | -0.9% | 13F ↗ |
| 32 | NFLX Netflix, Inc. | 168,195 | $11.7M | 0.9% | +111% | 13F ↗ |
| 33 | CSCO Cisco Systems, Inc. | 99,641 | $10.7M | 0.8% | +1.7% | 13F ↗ |
| 34 | EMR Emerson Electric Company | 68,535 | $10.6M | 0.8% | Unchanged | 13F ↗ |
| 35 | HONA Honeywell Aerospace Inc. | 62,817 | $9.7M | 0.7% | -2.0% | 13F ↗ |
| 36 | NUE Nucor Corporation | 37,115 | $8.7M | 0.7% | -0.4% | 13F ↗ |
| 37 | STX Seagate Technology Holdings PLC | 9,025 | $8.3M | 0.6% | Unchanged | 13F ↗ |
| 38 | CVX Chevron Corporation | 40,433 | $8.3M | 0.6% | Unchanged | 13F ↗ |
| 39 | ABBV AbbVie Inc. | 30,556 | $8.0M | 0.6% | -0.3% | 13F ↗ |
| 40 | ENPH Enphase Energy, Inc. | 217,434 | $7.2M | 0.5% | +6.1% | 13F ↗ |
| 41 | SPCX Space Exploration Technologies Corp. | 45,380 | $6.8M | 0.5% | +45280% | 13F ↗ |
| 42 | DMRC Digimarc Corporation | 1.13M | $6.6M | 0.5% | +3.2% | 13F ↗ |
| 43 | MTB M&T Bank Corporation | 29,950 | $6.5M | 0.5% | Unchanged | 13F ↗ |
| 44 | SHEL Shell PLC · ADR | 66,176 | $6.3M | 0.5% | Unchanged | 13F ↗ |
| 45 | MCD McDonald's Corporation | 26,901 | $6.2M | 0.5% | Unchanged | 13F ↗ |
| 46 | AMGN Amgen Inc. | 14,240 | $6.0M | 0.5% | Unchanged | 13F ↗ |
| 47 | CAC Camden National Corporation | 101,002 | $5.6M | 0.4% | -26.4% | 13F ↗ |
| 48 | NEE NextEra Energy, Inc. | 68,124 | $5.2M | 0.4% | Unchanged | 13F ↗ |
| 49 | AXP American Express Company | 11,847 | $3.6M | 0.3% | +7.2% | 13F ↗ |
| 50 | GE GE Aerospace | 10,299 | $3.2M | 0.2% | Unchanged | 13F ↗ |
Showing the top 50 of 258 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
6 new, 20 added to, 35 trimmed, 8 exited, 198 unchanged. By estimated dollars.
New positions (6)
Added to (20)
| SPCX Space Exploration Technologies Corp. | 45,380 | +45280% | $6.8M |
| NFLX Netflix, Inc. | 168,195 | +111% | $6.1M |
| MDT Medtronic plc. | 176,720 | +8.0% | $1.1M |
| IBM International Business Machines Corporation | 110,171 | +1.9% | $456.4K |
| NVS Novartis AG · ADR | 10,050 | +46.7% | $456.2K |
| ENPH Enphase Energy, Inc. | 217,434 | +6.1% | $415.5K |
| GLW Corning Incorporated | 2,603 | +3036% | $387.5K |
| BA Boeing Company | 119,720 | +1.7% | $374.7K |
| LIN Linde plc | 36,627 | +2.2% | $367.4K |
| AXP American Express Company | 11,847 | +7.2% | $240.8K |
Trimmed (35)
| OPLN OPENLANE, Inc. | 609,863 | -20.0% | -$5.2M |
| AAPL Apple Inc. | 268,090 | -3.0% | -$2.8M |
| CAC Camden National Corporation | 101,002 | -26.4% | -$2.0M |
| GOOG Alphabet Inc. Class C | 7,415 | -30.0% | -$1.1M |
| UTZ Utz Brands Inc | 55,984 | -56.5% | -$1.0M |
| CPRT Copart, Inc. | 1.21M | -2.2% | -$756.2K |
| FNLC First Bancorp, Inc | 20,000 | -43.9% | -$520.9K |
| JPM JPMorgan Chase & Co. | 205,013 | -0.7% | -$504.2K |
| COST Costco Wholesale Corporation | 62,052 | -0.9% | -$495.2K |
| GOOGL Alphabet Inc. Class A | 154,850 | -0.8% | -$445.6K |
Exited (8)
| Exxon Mobil Corp | 97,180 | Exited | -$13.3M |
| Acv Auctions Inc | 40,905 | Exited | -$294.1K |
| FMS Fresenius Medical Care AG · ADR | 9,734 | Exited | -$220.1K |
| JBTM JBT Marel Corporation | 900 | Exited | -$130.5K |
| FMC FMC Corporation | 10,000 | Exited | -$115.0K |
| Liberty Broadband Corp | 75 | Exited | -$2,495 |
| KODK Eastman Kodak Company | 100 | Exited | -$925 |
| GPRO GoPro, Inc. | 25 | Exited | -$20 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 259 | $1.3B | Current | SEC ↗ |
| Q2 2026 | Aug 18, 2026 | 13F-HR/A (restatement) | 261 | $1.4B | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 261 | $1.3B | Replaced | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 263 | $1.2B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 263 | $1.3B | Current | SEC ↗ |
| Q3 2025 | Nov 25, 2025 | 13F-HR | 307 | $1.3B | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 342 | $1.2B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 349 | $1.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer