Kimelman & Baird, LLC 13F Holdings · Q2 2026
Kimelman & Baird, LLC reported 260 securities worth $1.36B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.89%), MRVL (5.23%), JPM (4.98%). Among its top 25 positions this quarter: 6 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $80.0M | 5.89% | 276,417 | Trimmed |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $71.0M | 5.23% | 238,388 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $67.6M | 4.98% | 206,537 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $64.9M | 4.78% | 272,198 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $58.6M | 4.31% | 62,596 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $55.8M | 4.11% | 156,145 | Trimmed |
| 7 | TJX | TJX COS INC NEW | $49.5M | 3.65% | 326,989 | Trimmed |
| 8 | LLY | ELI LILLY & CO | $48.4M | 3.57% | 40,384 | Added |
| 9 | BAC | BANK OF AMER CORP | $44.8M | 3.30% | 785,757 | Trimmed |
| 10 | WM | WASTE MGMT INC DEL | $44.7M | 3.29% | 200,490 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $43.9M | 3.24% | 117,806 | Trimmed |
| 12 | HD | HOME DEPOT INC | $41.2M | 3.04% | 116,890 | Trimmed |
| 13 | BX | BLACKSTONE INC | $36.5M | 2.69% | 310,353 | Trimmed |
| 14 | MA | MASTERCARD INCORPORATED | $36.1M | 2.66% | 70,256 | Trimmed |
| 15 | V | VISA INC | $35.0M | 2.58% | 102,034 | Added |
| 16 | CPRT | COPART INC | $34.8M | 2.56% | 1.2M | Added |
| 17 | OPLN | OPENLANE INC | $31.4M | 2.32% | 762,535 | Trimmed |
| 18 | OC | OWENS CORNING NEW | $31.1M | 2.29% | 195,925 | Trimmed |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $30.4M | 2.24% | 108,096 | Added |
| 20 | WCN | WASTE CONNECTIONS INC | $29.9M | 2.20% | 179,312 | Trimmed |
| 21 | UNP | UNION PAC CORP | $27.8M | 2.05% | 102,304 | Hold |
| 22 | BA | BOEING CO | $25.5M | 1.88% | 117,706 | Added |
| 23 | UBER | UBER TECHNOLOGIES INC | $24.5M | 1.80% | 339,042 | Added |
| 24 | DOV | DOVER CORP | $21.5M | 1.59% | 96,000 | Hold |
| 25 | MRK | MERCK & CO INC | $20.6M | 1.52% | 160,179 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR