Kimelman & Baird, LLC
CIK 1318103
13F filing for Q2 2026・No. 2,123
- Holdings
- US$1.36B
- Quarter change
- +US$141.92M
- Entries
- 261
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
260 stocks worth US$1.36B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | — | 276,417 | US$79.98M | 5.89% |
| MRVLMARVELL TECHNOLOGY INCCOM | — | 238,388 | US$71.01M | 5.23% |
| JPMJPMORGAN CHASE & COCOM | — | 206,537 | US$67.61M | 4.98% |
| AMZNAmazonCOM | — | 272,198 | US$64.88M | 4.78% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | — | 62,596 | US$58.56M | 4.31% |
| GOOGLAlphabetCAP STK CL A | — | 156,145 | US$55.8M | 4.11% |
| TJXTJX COS INC NEWCOM | — | 326,989 | US$49.54M | 3.65% |
| LLYELI LILLY & COCOM | — | 40,384 | US$48.44M | 3.57% |
| BACBANK OF AMER CORPCOM | — | 785,757 | US$44.77M | 3.30% |
| WMWASTE MGMT INC DELCOM | — | 200,490 | US$44.69M | 3.29% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 18, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.