1y return+6.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $114 against $137 in the S&P 500.2
Kimelman & Baird, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $80.0M | 5.9% | |
| MRVLMarvell Technology Inc | $71.0M | 5.2% | −3.4% |
| JPMJpmorgan Chase & Co | $67.6M | 5.0% | |
| AMZNAmazon Com Inc | $64.9M | 4.8% | |
| COSTCostco Wholesale Corporation | $58.6M | 4.3% | |
| GOOGLAlphabet Inc | $55.8M | 4.1% | −1.3% |
| TJXTjx Cos Inc New | $49.5M | 3.7% | |
| LLYEli Lilly & Co | $48.4M | 3.6% | |
| BACBank Of Amer Corp | $44.8M | 3.3% | |
| WMWaste Mgmt Inc Del | $44.7M | 3.3% | −3.0% |
| MSFTMicrosoft Corp | $43.9M | 3.2% | |
| HDHome Depot Inc | $41.2M | 3.0% | |
| BXBlackstone Inc | $36.5M | 2.7% | |
| MAMastercard Incorporated | $36.1M | 2.7% | |
| VVisa Inc | $35.0M | 2.6% | |
| CPRTCopart Inc | $34.8M | 2.6% | |
| OPLNOpenlane Inc | $31.4M | 2.3% | −2.2% |
| OCOwens Corning New | $31.1M | 2.3% | |
| IBMInternational Business Machs | $30.4M | 2.2% | +2.3% |
| WCNWaste Connections Inc | $29.9M | 2.2% | |
| UNPUnion Pac Corp | $27.8M | 2.1% | |
| BABoeing Co | $25.5M | 1.9% | |
| UBERUber Technologies Inc | $24.5M | 1.8% | |
| DOVDover Corp | $21.5M | 1.6% | |
| MRKMerck & Co Inc | $20.6M | 1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2024 | +834.4% | $8.7M |
| CSCOCisco Sys Inc | June 30, 2024 | +147.2% | $11.5M |
| OPLNOpenlane Inc | December 31, 2024 | +107.9% | $31.4M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $55.8M |
| CACCamden Natl Corp | June 30, 2024 | +64.3% | $7.4M |
| IBMInternational Business Machs | June 30, 2024 | +62.6% | $30.4M |
| NVDANvidia Corporation | June 30, 2024 | +62.0% | $16.8M |
| JPMJpmorgan Chase & Co | June 30, 2024 | +61.8% | $67.6M |
| ABBVAbbvie Inc | June 30, 2024 | +46.7% | $7.7M |
| BACBank Of Amer Corp | June 30, 2024 | +43.3% | $44.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $29.3M
- Digimarc Corp NewCUSIP 25381B101 was $4.1M
- Dupont De Nemours IncCUSIP 26614N102 was $425K
- MMM3m Co was $116K
- DCOMDime Cmnty Bancshares Inc was $92K
- Wells Fargo & CoCUSIP 949746804 was $29K
- DNPDnp Select Income Fd Inc was $21K
- Boeing CoCUSIP 097023204 was $19K
- PPTPutnam Premier Income Tr was $8,978
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.7% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +4.1% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +1.7% | +2.1% |
| September 30, 2024 | +4.0% | +5.4% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kimelman & Baird, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1318103&type=13F-HR&dateb=&owner=include&count=40CIK 1318103
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1318103/000089016326000009/Filed August 18, 2026 · accession 0000890163-26-000009