Q2 2026 13F · SEC CIK 1318103

Kimelman & Baird, LLC

Wealth managerFiled 2026-08-18 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 261
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.5B

Kimelman & Baird, LLC is a wealth manager that reported 261 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-18. Its largest holdings were Apple Inc (AAPL, 5.9%), Marvell Technology Inc (MRVL, 5.2%), Jpmorgan Chase & Co (JPM, 5.0%).

Kimelman & Baird, LLC holdings largest 50 of 261 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kimelman & Baird, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.9%	5.8%	276,417	-0.6%	$80.0M
MRVLMarvell Technology Inc	5.2%	2.0%	238,388	-3.4%	$71.0M
JPMJpmorgan Chase & Co	5.0%	5.0%	206,537	-0.7%	$67.6M
AMZNAmazon Com Inc	4.8%	4.7%	272,198	-0.8%	$64.9M
COSTCostco Wholesale Corporation	4.3%	5.1%	62,596	-0.2%	$58.6M
GOOGLAlphabet Inc	4.1%	3.7%	156,145	-1.3%	$55.8M
TJXTjx Cos Inc New	3.6%	4.3%	326,989	-0.7%	$49.5M
LLYEli Lilly & Co	3.6%	3.1%	40,384	+0.1%	$48.4M
BACBank of Amer Corp	3.3%	3.2%	785,757	-0.8%	$44.8M
WMWaste Mgmt Inc Del	3.3%	3.9%	200,490	-3.0%	$44.7M
MSFTMicrosoft Corp	3.2%	3.6%	117,806	-0.0%	$43.9M
HDHome Depot Inc	3.0%	3.2%	116,890	-0.4%	$41.2M
BXBlackstone Inc	2.7%	3.0%	310,353	-0.7%	$36.5M
MAMastercard Incorporated	2.7%	2.9%	70,256	-1.0%	$36.1M
VVisa Inc	2.6%	2.5%	102,034	+0.0%	$35.0M
CPRTCopart Inc	2.6%	3.4%	1,233,106	+0.0%	$34.8M
KAROpenlane Inc	2.3%	1.9%	762,535	-2.2%	$31.4M
OCOwens Corning New	2.3%	1.7%	195,925	-0.2%	$31.1M
IBMInternational Business Machs	2.2%	2.1%	108,096	+2.3%	$30.4M
WCNWaste Connections Inc	2.2%	2.4%	179,312	-1.0%	$29.9M
UNPUnion Pac Corp	2.0%	2.0%	102,304	+0.0%	$27.8M
BABoeing Co	1.9%	1.9%	117,706	+0.5%	$25.5M
UBERUber Technologies Inc	1.8%	2.0%	339,042	+0.1%	$24.5M
DOVDover Corp	1.6%	1.6%	96,000	+0.0%	$21.5M
MRKMerck & Co Inc	1.5%	1.6%	160,179	+0.0%	$20.6M
LINLinde PLC	1.4%	1.5%	35,853	+0.2%	$18.6M
REGNRegeneron Pharmaceuticals	1.3%	0.7%	27,671	+154.9%	$17.3M
NVDANvidia Corporation	1.2%	1.2%	83,945	-0.2%	$16.8M
HONHoneywell Intl Inc	1.1%	—	64,973	—	$14.5M
HONAHoneywell Aerospace Inc	1.0%	—	64,069	—	$14.2M
XOMExxon Mobil Corp	1.0%	1.4%	97,180	+0.0%	$13.3M
MDTMedtronic PLC	0.9%	1.2%	163,671	-3.7%	$12.8M
CSCOCisco Sys Inc	0.8%	0.6%	98,022	+0.8%	$11.5M
ENPHEnphase Energy Inc	0.7%	—	204,838	—	$10.1M
EMREmerson Elec Co	0.7%	0.7%	68,535	-0.1%	$9.8M
DMRCDigimarc Corp	0.7%	—	1,093,033	—	$9.0M
STXSeagate Technology Hldngs Pl	0.6%	0.3%	9,025	+0.0%	$8.7M
NUENucor Corp	0.6%	0.5%	37,265	-0.5%	$8.3M
ABBVAbbvie Inc	0.6%	0.5%	30,656	+0.0%	$7.7M
CACCamden Natl Corp Com	0.5%	0.5%	137,289	-0.8%	$7.4M
MCDMcdonalds Corp	0.5%	0.7%	26,901	+0.0%	$7.3M
MTBM & T Bank Corp	0.5%	0.5%	29,950	+0.0%	$7.1M
CVXChevron Corporation	0.5%	0.7%	40,433	+0.0%	$6.7M
NEENextera Energy Inc	0.4%	0.5%	68,124	-0.4%	$6.0M
NFLXNetflix Inc.	0.4%	—	79,823	—	$5.7M
AMGNAmgen Inc	0.4%	0.4%	14,240	+0.0%	$5.2M
SHELShell PLC	0.4%	0.5%	66,176	+0.0%	$5.1M
GEGe Aerospace	0.3%	0.2%	10,299	+0.0%	$3.8M
GOOGAlphabet Inc	0.3%	0.3%	10,599	-1.2%	$3.7M
AXPAmerican Express Co	0.3%	0.2%	11,055	+19.0%	$3.7M

What Kimelman & Baird, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

REGN Regeneron Pharmaceuticals+154.9% shares
AXP American Express Co+19.0% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	261
Q1 2026	$1.2B	263
Q4 2025	$1.3B	263
Q3 2025	$1.3B	307
Q2 2025	$1.2B	342
Q1 2025	$1.2B	349
Q4 2024	$1.3B	355
Q3 2024	$1.3B	364
Q2 2024	$1.2B	373
Q2 2021	$1.1B	117
Q3 2019	$721.2M	100
Q2 2019	$718.7M	103

Questions about Kimelman & Baird, LLC's portfolio

What stocks does Kimelman & Baird, LLC own?

Kimelman & Baird, LLC's latest 13F, for Q2 2026 and filed Aug 18, 2026, lists 261 positions worth $1.4B. The largest are Apple Inc (AAPL) at 5.9%, Marvell Technology Inc (MRVL) at 5.2%, Jpmorgan Chase & Co (JPM) at 5.0%, Amazon Com Inc (AMZN) at 4.8% and Costco Wholesale Corporation (COST) at 4.3%.

What did Kimelman & Baird, LLC buy last quarter?

In Q2 2026, Kimelman & Baird, LLC added Regeneron Pharmaceuticals (REGN) (+154.9% shares) and American Express Co (AXP) (+19.0% shares), compared with its Q1 2026 filing.

What did Kimelman & Baird, LLC sell last quarter?

In Q2 2026, Kimelman & Baird, LLC cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Disney Walt Co (DIS), cut from its top 50 Nike Inc (NKE), cut from its top 50 Digimarc Corp (DMRC) and cut from its top 50 Procter & Gamble Co (PG), compared with its Q1 2026 filing.

When is Kimelman & Baird, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kimelman & Baird, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kimelman & Baird, LLC manage?

Kimelman & Baird, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.