Kimelman & Baird, LLC holds a diversified book of 260 stocks worth $1.4B as of Q2 2026 (disclosed Aug 18, 2026, a ~49-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kimelman & Baird, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 80 / 80 | $2.7B |
| Global Retirement Partners, LLC | 80 / 80 | $1.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $11.4B |
| Integrated Wealth Concepts LLC | 79 / 80 | $2.3B |
| IFP Advisors, Inc | 79 / 80 | $1.0B |
| True Wealth Design, LLC | 79 / 80 | $18.0M |
| NISA INVESTMENT ADVISORS, LLC | 78 / 80 | $8.0B |
| Clearstead Advisors, LLC | 78 / 80 | $1.9B |
Ranked by how many of Kimelman & Baird, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $80.0M | 276.4K | 5.9% | ▼−0.6% Reduced · −2K sh | |
| 2 | Marvell Technology Inc COM | $71.0M | 238.4K | 5.2% | ▼−3.4% Reduced · −8K sh | |
| 3 | JPMorgan Chase & Co COM | $67.6M | 206.5K | 5.0% | ▼−0.7% Reduced · −1K sh | |
| 4 | Amazon Com Inc COM | $64.9M | 272.2K | 4.8% | ▼−0.8% Reduced · −2K sh | |
| 5 | Costco Wholesale Corporation COM | $58.6M | 62.6K | 4.3% | ▼−0.2% Reduced · −126 sh | |
| 6 | Alphabet Inc CAP STK CL A | $55.8M | 156.1K | 4.1% | ▼−1.3% Reduced · −2K sh | |
| 7 | TJX Cos Inc New COM | $49.5M | 327.0K | 3.7% | ▼−0.7% Reduced · −2K sh | |
| 8 | Eli Lilly & Co COM | $48.4M | 40.4K | 3.6% | ▲+0.1% Added · +60 sh | |
| 9 | Bank Of Amer Corp COM | $44.8M | 785.8K | 3.3% | ▼−0.8% Reduced · −6K sh | |
| 10 | Waste Mgmt Inc Del COM | $44.7M | 200.5K | 3.3% | ▼−3.0% Reduced · −6K sh | |
| 11 | Microsoft Corp COM | $43.9M | 117.8K | 3.2% | ▼~0% Reduced · −51 sh | |
| 12 | Home Depot Inc COM | $41.2M | 116.9K | 3.0% | ▼−0.4% Reduced · −471 sh | |
| 13 | Blackstone Inc COM | $36.5M | 310.4K | 2.7% | ▼−0.7% Reduced · −2K sh | |
| 14 | Mastercard Incorporated CL A | $36.1M | 70.3K | 2.7% | ▼−1.0% Reduced · −705 sh | |
| 15 | Visa Inc COM CL A | $35.0M | 102.0K | 2.6% | ▲~0% Added · +2 sh | |
| 16 | Copart Inc COM | $34.8M | 1.23M | 2.6% | ▲~0% Added · +245 sh | |
| 17 | Openlane Inc COM | $31.4M | 762.5K | 2.3% | ▼−2.2% Reduced · −17K sh | |
| 18 | Owens Corning New COM | $31.1M | 195.9K | 2.3% | ▼−0.1% Reduced · −305 sh | |
| 19 | International Business Machs COM | $30.4M | 108.1K | 2.2% | ▲+2.3% Added · +2K sh | |
| 20 | Waste Connections Inc COM | $29.9M | 179.3K | 2.2% | ▼−0.9% Reduced · −2K sh | |
| 21 | Union Pac Corp COM | $27.8M | 102.3K | 2.1% | —Held | |
| 22 | Boeing Co COM | $25.5M | 117.7K | 1.9% | ▲+0.5% Added · +578 sh | |
| 23 | Uber Technologies Inc COM | $24.5M | 339.0K | 1.8% | ▲+0.1% Added · +391 sh | |
| 24 | Dover Corp COM | $21.5M | 96.0K | 1.6% | —Held | |
| 25 | Merck & Co Inc COM | $20.6M | 160.2K | 1.5% | —Held | |
| 26 | Linde PLC SHS | $18.6M | 35.9K | 1.4% | ▲+0.1% Added · +54 sh | |
| 27 | Regeneron Pharmaceuticals COM | $17.3M | 27.7K | 1.3% | ▲+155% Added · +17K sh | |
| 28 | Nvidia Corporation COM | $16.8M | 83.9K | 1.2% | ▼−0.2% Reduced · −175 sh | |
| 29 | Honeywell Intl Inc COM | $14.5M | 65.0K | 1.1% | ▲New New position | |
| 30 | Honeywell Aerospace Inc COM | $14.2M | 64.1K | 1.0% | ▲New New position | |
| 31 | Exxon Mobil Corp COM | $13.3M | 97.2K | 1.0% | —Held | |
| 32 | Medtronic PLC SHS | $12.8M | 163.7K | 0.9% | ▼−3.7% Reduced · −6K sh | |
| 33 | Cisco Sys Inc COM | $11.5M | 98.0K | 0.8% | ▲+0.8% Added · +768 sh | |
| 34 | Enphase Energy Inc COM | $10.1M | 204.8K | 0.7% | ▲12× Added · +187K sh | |
| 35 | Emerson Elec Co COM | $9.8M | 68.5K | 0.7% | ▼−0.1% Reduced · −50 sh | |
| 36 | Digimarc Corp COM | $9.0M | 1.09M | 0.7% | ▲New New position | |
| 37 | Seagate Technology HLDNGS PL ORD SHS | $8.7M | 9.0K | 0.6% | —Held | |
| 38 | Nucor Corp COM | $8.3M | 37.3K | 0.6% | ▼−0.5% Reduced · −200 sh | |
| 39 | Abbvie Inc COM | $7.7M | 30.7K | 0.6% | —Held | |
| 40 | Camden Natl Corp COM | $7.4M | 137.3K | 0.5% | ▼−0.8% Reduced · −1K sh | |
| 41 | McDonalds Corp COM | $7.3M | 26.9K | 0.5% | —Held | |
| 42 | M & T BK Corp COM | $7.1M | 29.9K | 0.5% | —Held | |
| 43 | Chevron Corporation COM | $6.7M | 40.4K | 0.5% | —Held | |
| 44 | NextEra Energy Inc COM | $6.0M | 68.1K | 0.4% | ▼−0.4% Reduced · −300 sh | |
| 45 | Netflix Inc. COM | $5.7M | 79.8K | 0.4% | ▲24× Added · +76K sh | |
| 46 | Amgen Inc COM | $5.2M | 14.2K | 0.4% | —Held | |
| 47 | Shell PLC SPON ADS | $5.1M | 66.2K | 0.4% | —Held | |
| 48 | Ge Aerospace COM NEW | $3.8M | 10.3K | 0.3% | —Held | |
| 49 | Alphabet Inc CAP STK CL C | $3.7M | 10.6K | 0.3% | ▼−1.2% Reduced · −125 sh | |
| 50 | American Express Co COM | $3.7M | 11.1K | 0.3% | ▲+19% Added · +2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1318103/holdings"
Use Arkolith to show Kimelman & Baird, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 18, 2026 | 261 | $1.4B | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 263 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 263 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 25, 2025 | 307 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 342 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 349 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 355 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 364 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.