13F Insight
DOSSIER · 13F-HR · Q2 2026

Kimelman & Baird, LLC

$1.4B in tracked AUM across 261 positions as of Q2 2026.

K&
CIK 0001318103 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
261
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Kimelman & Baird, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$80M276K5.9%02
MRVL
MARVELL TECHNOLOGY INC
$71M238K5.2%03
JPM
JPMORGAN CHASE & CO
$68M207K5.0%04
AMZN
AMAZON COM INC
$65M272K4.8%05
COST
COSTCO WHOLESALE CORPORATION
$59M63K4.3%06
GOOGL
ALPHABET INC
$56M156K4.1%07
TJX
TJX COS INC NEW
$50M327K3.7%08
LLY
ELI LILLY & CO
$48M40K3.6%09
BAC
BANK OF AMER CORP
$45M786K3.3%10
WM
WASTE MGMT INC DEL
$45M200K3.3%

Filing history

2026Q2Jun 30
$1.4B▲ 11.7%
261 positionsView →2026Q1Mar 31
$1.2B▼ 6.6%
263 positionsView →2025Q4Dec 31
$1.3B▲ 1.7%
263 positionsView →2025Q3Sep 30
$1.3B▲ 4.2%
307 positionsView →2025Q2Jun 30
$1.2B▲ 4.3%
342 positionsLocked2025Q1Mar 31
$1.2B▼ 6.5%
349 positionsLocked2024Q4Dec 31
$1.3B▲ 0.4%
355 positionsLocked2024Q3Sep 30
$1.3B▲ 3.4%
364 positionsLocked2024Q2Jun 30
$1.2B▲ 8.1%
374 positionsLocked2021Q2Jun 30
$1.1B▲ 55.5%
117 positionsLocked2019Q3Sep 30
$721M▲ 0.3%
100 positionsLocked2019Q2Jun 30
$719M▲ 3.4%
103 positionsLocked
Showing 12 of 67