Kimelman & Baird, LLC - Portfolio Stock Holdings
Kimelman & Baird, LLC disclosed 262 stock positions in a recent SEC 13F filing. $1,334,983,401 of stock holdings were filed, with the largest holdings including AAPL, MRVL, and JPM. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.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:
June 30, 2026No. of Stocks:
262Est. Stock Holding Value:
$1,334,983,401Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kimelman & Baird, LLC
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% of Portfolio
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