Kimelman & Baird
$1.2B Assets Reported
272 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 278,161 | $71M | 5.8% |
| COST | COSTCO WHOLESALE CORPORATION | 62,722 | $62M | 5.1% |
| JPM | JPMORGAN CHASE & CO | 207,978 | $61M | 5.0% |
| AMZN | AMAZON COM INC | 274,403 | $57M | 4.7% |
| TJX | TJX COS INC NEW | 329,412 | $53M | 4.3% |
| WM | WASTE MGMT INC DEL | 206,687 | $47M | 3.9% |
| GOOGL | ALPHABET INC | 158,153 | $45M | 3.7% |
| MSFT | MICROSOFT CORP | 117,857 | $44M | 3.6% |
| CPRT | COPART INC | 1,232,861 | $41M | 3.4% |
| HD | HOME DEPOT INC | 117,361 | $39M | 3.2% |
Track Kimelman & Baird's 13F portfolio: $1.2B in reported holdings, 272 positions. Top holdings, AUM, and quarterly changes on SentiSense.