Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kimelman & Baird, LLC (CIK 1318103) reported $1.22B across 258 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($70.6M, 5.81%), COST ($62.5M, 5.14%), JPM ($61.2M, 5.03%), AMZN ($57.1M, 4.70%), TJX ($52.6M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $70.6M | 5.81% | 278,161 | Trimmed |
| 2 | COST | COSTCO WHOLESALE CORPORATION | $62.5M | 5.14% | 62,722 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $61.2M | 5.03% | 207,978 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $57.1M | 4.70% | 274,403 | Trimmed |
| 5 | TJX | TJX COS INC NEW | $52.6M | 4.33% | 329,412 | Trimmed |
| 6 | WM | WASTE MGMT INC DEL | $47.5M | 3.91% | 206,687 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $45.5M | 3.74% | 158,153 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $43.6M | 3.59% | 117,857 | Trimmed |
| 9 | CPRT | COPART INC | $40.9M | 3.37% | 1.2M | Trimmed |
| 10 | HD | HOME DEPOT INC | $38.6M | 3.18% | 117,361 | Trimmed |
| 11 | BAC | BANK AMERICA CORP | $38.6M | 3.18% | 791,701 | Trimmed |
| 12 | LLY | ELI LILLY & CO | $37.1M | 3.05% | 40,324 | Trimmed |
| 13 | BX | BLACKSTONE INC | $36.0M | 2.96% | 312,666 | Trimmed |
| 14 | MA | MASTERCARD INCORPORATED | $35.5M | 2.92% | 70,961 | Trimmed |
| 15 | V | VISA INC | $30.8M | 2.54% | 102,032 | Trimmed |
| 16 | WCN | WASTE CONNECTIONS INC | $29.4M | 2.42% | 181,042 | Trimmed |
| 17 | HON | HONEYWELL INTL INC | $29.3M | 2.41% | 129,687 | Trimmed |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $25.6M | 2.11% | 105,665 | Added |
| 19 | UNP | UNION PAC CORP | $24.8M | 2.04% | 102,304 | Hold |
| 20 | MRVL | MARVELL TECHNOLOGY INC | $24.4M | 2.01% | 246,782 | Trimmed |
| 21 | UBER | UBER TECHNOLOGIES INC | $24.4M | 2.00% | 338,651 | Trimmed |
| 22 | BA | BOEING CO | $23.3M | 1.92% | 117,128 | Trimmed |
| 23 | KAR | OPENLANE INC | $22.7M | 1.87% | 779,884 | Trimmed |
| 24 | OC | OWENS CORNING NEW | $21.2M | 1.75% | 196,230 | Trimmed |
| 25 | DOV | DOVER CORP | $20.0M | 1.65% | 96,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31