account_balance
Investment manager · 13F filer · SEC CIK 1318103
Kimelman & Baird, LLC
Reported value$1.33Bas of Sep 30, 2026
Positions259 6 new, 7 sold out
Top 10 weight44.5%AAPL alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.7%Trimmed −3%
JPMJPMorgan Chase & Co
5.1%
AMZNAmazon.com Inc
5.1%
MRVLMarvell Technology, Inc.
4.7%
MSFTMicrosoft Corp
4.6%
COSTCostco Wholesale Corp
4.3%
GOOGLAlphabet Inc.
4.0%
LLYELI Lilly & Co
3.5%
TJXTJX Companies Inc
3.3%
BACBank of America Corp
3.2%
WMWaste Management Inc
3.1%
MAMastercard Inc
2.9%
AAPLApple Inc.
6.7%−3%
JPMJPMorgan Chase & Co
5.1%
AMZNAmazon.com Inc
5.1%
MRVLMarvell Technology, Inc.
4.7%
MSFTMicrosoft Corp
4.6%
COSTCostco Wholesale Corp
4.3%
GOOGLAlphabet Inc.
4.0%
LLYELI Lilly & Co
3.5%
TJXTJX Companies Inc
3.3%
BACBank of America Corp
3.2%
WMWaste Management Inc
3.1%
MAMastercard Inc
2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.7% Trimmed −3%JPM JPMorgan Chase & Co 5.1% HeldAMZN Amazon.com Inc 5.1% HeldMRVL Marvell Technology, Inc. 4.7% HeldMSFT Microsoft Corp 4.6% HeldCOST Costco Wholesale Corp 4.3% HeldGOOGL Alphabet Inc. 4.0% HeldLLY ELI Lilly & Co 3.5% HeldTJX TJX Companies Inc 3.3% HeldBAC Bank of America Corp 3.2% HeldWM Waste Management Inc 3.1% HeldMA Mastercard Inc 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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