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Kimelman & Baird, LLC - Portfolio Stock Holdings

Kimelman & Baird, LLC disclosed 263 stock positions in a recent SEC 13F filing. $1,326,484,299 of stock holdings were filed, with the largest holdings including AAPL, JPM, and AMZN. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,478,705,000 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

263

Est. Stock Holding Value:

$1,326,484,299

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Kimelman & Baird, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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