Kimelman & Baird, LLC
Top Portfolio Positions
237 positions ·
$1,205,498,385 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
278,161 | $70,594,480 | 5.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
62,722 | $62,498,082 | 5.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
207,978 | $61,178,808 | 5.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
274,403 | $57,149,912 | 4.74% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
329,412 | $52,607,096 | 4.36% | |
| WM |
Waste Management Inc
Industrials
|
206,687 | $47,494,605 | 3.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
158,153 | $45,478,476 | 3.77% | |
| MSFT |
Microsoft Corp
Technology
|
117,857 | $43,627,125 | 3.62% | |
| CPRT |
Copart Inc
Industrials
|
1,232,861 | $40,930,985 | 3.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
117,361 | $38,598,859 | 3.20% |
Portfolio Trend
Holdings in DMRC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,466,159 | 680,817 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,207,564 | 635,370 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $8,465,641 | 640,851 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,374,602 | 575,242 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,824,998 | 582,777 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,637,574 | 581,755 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $18,249,385 | 588,500 | Shares | Sole | 2024-08-19 | |
| 2021-06-30 | $17,939,819 | 535,517 | Shares | Sole | 2021-08-17 | |
| No 13F history on record for this holder in this stock. | ||||||