Kimelman & Baird
$1.4B 13F equity value
268 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kimelman & Baird covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 276,417 | $80M | 5.9% |
| MRVL | MARVELL TECHNOLOGY INC | 238,388 | $71M | 5.2% |
| JPM | JPMORGAN CHASE & CO | 206,537 | $68M | 5.0% |
| AMZN | AMAZON COM INC | 272,198 | $65M | 4.8% |
| COST | COSTCO WHOLESALE CORPORATION | 62,596 | $59M | 4.3% |
| GOOGL | ALPHABET INC | 156,145 | $56M | 4.1% |
| TJX | TJX COS INC NEW | 326,989 | $50M | 3.7% |
| LLY | ELI LILLY & CO | 40,384 | $48M | 3.6% |
| BAC | BANK OF AMER CORP | 785,757 | $45M | 3.3% |
| WM | WASTE MGMT INC DEL | 200,490 | $45M | 3.3% |
Track Kimelman & Baird's 13F portfolio: $1.4B in reported holdings, 268 positions. Top holdings and quarterly changes on SentiSense.
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