Kimelman & Baird, LLC Purchases and Sells in Q2 2025

Kimelman & Baird, LLC

$1.23 Trillion
Q2 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	133K + 2141.43%	$80.68 - $88.86 $10.7M - $11.8M	139K $12.1B
MRVL	80.2K + 48575.76%	$49.38 - $79.97 $3.96M - $6.41M	80.3K $6.22B
NVDA	1.12K + 2.0%	$94.31 - $157.99 $106K - $177K	57.2K $9.03B
EMR	50 + 0.07%	$94.15 - $133.33 $4.71K - $6.67K	68.6K $9.14B
DMRC	65.6K + 11.41%	$10.66 - $14.34 $699K - $941K	641K $8.47B
LINDE PLC	432 + 1.27%	N/A	34.4K $16.2B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TRAVELERS COMPANIES INC	8.54K New	N/A	8.54K $2.28B
RTX CORPORATION	456 New	N/A	456 $66.6M
TARGET CORP	350 New	N/A	350 $34.5M
WELLS FARGO CO NEW	25 New	N/A	25 $29.4M
BOEING CO	300 New	N/A	300 $20.4M
APH	84 New	$59.09 - $98.75 $4.96K - $8.3K	84 $8.3M

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-107K - 38.5%	$144.7 - $178.6 $15.5M - $19.1M	171K $30.1B
CPRT	-14.6K - 1.18%	$47.72 - $63.84 $695K - $930K	1.22M $60B
AAPL	-3.16K - 1.06%	$172.42 - $223.89 $545K - $708K	294K $60.3B
LLY	-440 - 0.98%	$713.71 - $898.95 $314K - $396K	44.3K $34.5B
UPS	-5.47K - 3.87%	$91.92 - $110.2 $503K - $603K	136K $13.7B
MRK	-100 - 0.06%	$73.47 - $87.12 $7.35K - $8.71K	162K $12.9B

Activity Summary All Purchases 20 New Holdings 9 Increased Positions 11 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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