Kimelman & Baird, LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    263

  • Value ($000)

    $1,301,554

  • Date Filed
    02/06/2026
  • Form type
    13F-HR
  • CIK
    0001318103
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL

APPLE INC

COM
$77.28M
6 %

284,277

JPM

JPMORGAN CHASE & CO.

COM
$74.62M
6 %

231,570

AMZN

AMAZON COM INC

COM
$63.57M
5 %

275,416

MSFT

MICROSOFT CORP

COM
$58.56M
5 %

121,094

COST

COSTCO WHSL CORP NEW

COM
$54.4M
4 %

63,089

---

TJX COS INC NEW

COM
$51.01M
4 %

332,104

GOOGL

ALPHABET INC

CAP STK CL A
$50.12M
4 %

160,123

CPRT

COPART INC

COM
$48.41M
4 %

1,236,433

BX

BLACKSTONE INC

COM
$48.37M
4 %

313,775

WM

WASTE MGMT INC DEL

COM
$46.4M
4 %

211,173

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