Kimelman & Baird, LLC Reduced Holdings in Q3 2025

Kimelman & Baird, LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-135K
- 99.45%
$82.58 - $105.54 $11.2M - $14.3M
742 $62M
DMRC
Digimarc Corp

Technology
-5.48K
- 0.86%
$7.94 - $13.7 $43.5K - $75.1K
635K $6.21B
LLY
Eli Lilly & CO

Healthcare
-564
- 1.27%
$625.65 - $812.69 $353K - $458K
43.7K $33.4B
CAC
Camden National Corp

Financial Services
-1.55K
- 1.05%
$36.6 - $43.51 $56.8K - $67.5K
146K $5.64B
KWR
Quaker Chemical Corp

Basic Materials
-2.4K
- 60.27%
$114.42 - $145.36 $275K - $349K
1.58K $208M
TFX
Teleflex Inc

Healthcare
-1.5K
- 46.9%
$109.79 - $132.5 $165K - $199K
1.7K $208M
SXT
Sensient Technologies Corp

Basic Materials
-600
- 3.48%
$93.0 - $120.77 $55.8K - $72.5K
16.7K $1.56B
EOG
Eog Resources Inc

Energy
-400
- 3.96%
$112.12 - $126.1 $44.8K - $50.4K
9.7K $1.09B
AMGN
Amgen Inc

Healthcare
-550
- 3.72%
$271.18 - $309.22 $149K - $170K
14.2K $4.02B
CSCO
Cisco Systems, Inc.

Technology
-1.14K
- 4.73%
$66.2 - $71.79 $75.2K - $81.6K
22.9K $1.56B
NFLX
Netflix Inc

Communication Services
-35
- 9.33%
$1147.87 - $1297.18 $40.2K - $45.4K
340 $408M
DE
Deere & CO

Industrials
-100
- 50.0%
$457.26 - $524.37 $45.7K - $52.4K
100 $45.7M
BMY
Bristol Myers Squibb CO

Healthcare
-650
- 3.06%
$43.31 - $48.98 $28.2K - $31.8K
20.6K $929M
ADBE
Adobe Inc.

Technology
-85
- 13.73%
$333.65 - $392.1 $28.4K - $33.3K
534 $188M
KIM
Kimco Realty Corp

Real Estate
-5K
- 6.84%
$20.74 - $22.79 $104K - $114K
68.1K $1.49B
SLB
Schlumberger Limited

Energy
-1.07K
- 38.45%
$32.37 - $37.31 $34.5K - $39.7K
1.71K $58.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-285
- 30.35%
$132.9 - $142.03 $37.9K - $40.5K
654 $92.2M
OEC
Orion Engineered Carbons S.A.

Basic Materials
-2K
- 44.44%
$7.5 - $11.52 $15K - $23K
2.5K $19M
KMI
Kinder Morgan, Inc.

Energy
-711
- 13.64%
$26.23 - $28.5 $18.6K - $20.3K
4.5K $127M
MOS
Mosaic CO

Basic Materials
-500
- 29.41%
$30.93 - $37.81 $15.5K - $18.9K
1.2K $41.6M
BA
Boeing CO

Industrials
-100
- 23.09%
$209.79 - $237.38 $21K - $23.7K
333 $72M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-206
- 29.68%
$79.76 - $85.78 $16.4K - $17.7K
488 $41.3M
F
Ford Motor CO

Consumer Cyclical
-1.36K
- 57.63%
$10.82 - $12.09 $14.7K - $16.4K
1K $12M
NWSA
News Corp

Communication Services
-1.13K
- 5.13%
$28.38 - $31.03 $31.9K - $34.9K
20.8K $639M
T
At&T Inc.

Communication Services
-194
- 4.56%
$26.94 - $29.62 $5.23K - $5.75K
4.06K $115M
SHOP
Shopify Inc.

Technology
-375
- 25.0%
$112.11 - $157.12 $42K - $58.9K
1.13K $167M
ADM
Archer Daniels Midland CO

Consumer Defensive
-551
- 13.89%
$53.54 - $64.21 $29.5K - $35.4K
3.42K $204M
Siriusxm Holdings Inc
-28
- 20.29%
N/A
110 $2.56M
OXYWS
Occidental Pete Corp Wt Exp 08
-25
- 30.86%
N/A
56 $1.43M
VTRS
Viatris Inc

Healthcare
-148
- 11.74%
$8.74 - $10.69 $1.29K - $1.58K
1.11K $11M
KHC
Kraft Heinz CO

Consumer Defensive
-14
- 0.88%
$25.63 - $28.94 $359 - $405
1.57K $40.8M
Ge Healthcare Technologies I
-8
- 0.79%
N/A
1K $75.4M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-46
- 6.71%
$10.78 - $19.82 $496 - $912
640 $12.5M
STE
Steris PLC

Healthcare
-343
- 2.23%
$221.21 - $252.43 $75.9K - $86.6K
15.1K $3.73B
PFE
Pfizer Inc

Healthcare
-1.2K
- 2.59%
$23.29 - $25.88 $27.9K - $31.1K
45.2K $1.15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.29%
$567.77 - $614.76 $1.14K - $1.23K
679 $416M
NEM
Newmont Corp

Basic Materials
-65
- 4.56%
$57.35 - $85.25 $3.73K - $5.54K
1.36K $115M
MTX
Minerals Technologies Inc

Basic Materials
-1.25K
- 5.49%
$56.48 - $65.45 $70.6K - $81.8K
21.5K $1.34B
LITE
Lumentum Holdings Inc.

Technology
-1.9K
- 32.35%
$90.44 - $171.5 $172K - $326K
3.97K $647M
Ge Vernova Inc
-6
- 0.29%
N/A
2.05K $1.26B
XOM
Exxon Mobil Corp

Energy
-401
- 0.41%
$105.83 - $117.22 $42.4K - $47K
97.2K $11B
GE
General Electric CO

Industrials
-25
- 0.24%
$244.75 - $305.63 $6.12K - $7.64K
10.3K $3.1B
GOOG
Alphabet Inc.

Communication Services
-2.48K
- 10.6%
$175.16 - $255.24 $434K - $633K
20.9K $5.1B
MSFT
Microsoft Corp

Technology
-2.04K
- 1.64%
$491.09 - $535.64 $1M - $1.09M
122K $63.3B
JPM
Jpmorgan Chase & CO

Financial Services
-8.66K
- 3.55%
$282.78 - $316.06 $2.45M - $2.74M
235K $74.3B
GOOGL
Alphabet Inc.

Communication Services
-4.87K
- 2.85%
$174.36 - $254.72 $849K - $1.24M
166K $40.4B
AAPL
Apple Inc.

Technology
-5.95K
- 2.02%
$202.38 - $256.87 $1.2M - $1.53M
288K $73.3B
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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