Kimelman & Baird, LLC Reduced Holdings in Q2 2025

Kimelman & Baird, LLC

  • $1.23 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-107K
- 38.5%
$144.7 - $178.6 $15.5M - $19.1M
171K $30.1B
CPRT
Copart Inc

Consumer Cyclical
-14.6K
- 1.18%
$47.72 - $63.84 $695K - $930K
1.22M $60B
AAPL
Apple Inc.

Technology
-3.16K
- 1.06%
$172.42 - $223.89 $545K - $708K
294K $60.3B
LLY
Eli Lilly & CO

Healthcare
-440
- 0.98%
$713.71 - $898.95 $314K - $396K
44.3K $34.5B
UPS
United Parcel Service Inc

Industrials
-5.47K
- 3.87%
$91.92 - $110.2 $503K - $603K
136K $13.7B
MRK
Merck & Co., Inc.

Healthcare
-100
- 0.06%
$73.47 - $87.12 $7.35K - $8.71K
162K $12.9B
WCN
Waste Connections, Inc.

Industrials
-663
- 0.35%
$183.26 - $199.95 $122K - $133K
188K $35B
GOOG
Alphabet Inc.

Communication Services
-10.4K
- 30.75%
$146.58 - $180.01 $1.52M - $1.87M
23.4K $4.15B
OC
Owens Corning

Industrials
-261
- 0.13%
$126.32 - $147.75 $33K - $38.6K
205K $28.2B
XOM
Exxon Mobil Corp

Energy
-12
- 0.01%
$99.93 - $119.04 $1.2K - $1.43K
97.6K $10.5B
WM
Waste Management Inc

Industrials
-452
- 0.21%
$216.47 - $242.1 $97.8K - $109K
210K $48B
AMGN
Amgen Inc

Healthcare
-10
- 0.07%
$262.28 - $309.85 $2.62K - $3.1K
14.8K $4.13B
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.34K
- 20.67%
$55.13 - $75.25 $184K - $251K
12.8K $880M
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 0.47%
$44.12 - $59.6 $4.41K - $5.96K
21.2K $984M
WEN
Wendy'S CO

Consumer Cyclical
-150
- 0.25%
$11.11 - $14.72 $1.67K - $2.21K
58.7K $671M
HD
Home Depot, Inc.

Consumer Cyclical
-414
- 0.35%
$335.24 - $380.78 $139K - $158K
118K $43.3B
PEP
Pepsico Inc

Consumer Defensive
-375
- 11.8%
$128.02 - $151.37 $48K - $56.8K
2.8K $370M
TFX
Teleflex Inc

Healthcare
-184
- 5.44%
$117.53 - $141.38 $21.6K - $26K
3.2K $378M
SYK
Stryker Corp

Healthcare
-250
- 50.0%
$337.37 - $395.63 $84.3K - $98.9K
250 $98.9M
PFE
Pfizer Inc

Healthcare
-325
- 0.7%
$21.59 - $24.84 $7.02K - $8.07K
46.4K $1.12B
KWR
Quaker Chemical Corp

Basic Materials
-10
- 0.25%
$97.26 - $124.36 $973 - $1.24K
3.98K $446M
CAG
Conagra Brands Inc.

Consumer Defensive
-45
- 0.62%
$20.4 - $26.78 $918 - $1.21K
7.22K $148M
CAC
Camden National Corp

Financial Services
-1.19K
- 0.8%
$36.35 - $41.49 $43.1K - $49.2K
148K $6B
ADBE
Adobe Inc.

Technology
-68
- 9.9%
$340.0 - $420.68 $23.1K - $28.6K
619 $239M
LNT
Alliant Energy Corp

Utilities
-200
- 25.0%
$58.79 - $64.85 $11.8K - $13K
600 $36.3M
SLVM
Sylvamo Corp

Basic Materials
-1
- 0.14%
$50.1 - $68.36 $50.1 - $68.4
726 $36.4M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-67
- 1.87%
$32.56 - $35.71 $2.18K - $2.39K
3.51K $116M
SEE
Sealed Air Corp

Consumer Cyclical
-178
- 50.0%
$23.93 - $32.95 $4.26K - $5.87K
178 $5.52M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-15
- 1.48%
$50.56 - $59.57 $758 - $894
999 $51.8M
EVRG
Evergy, Inc.

Utilities
-23
- 0.57%
$64.06 - $69.64 $1.47K - $1.6K
4.03K $278M
FOXA
Fox Corp

Communication Services
-6
- 1.19%
$47.21 - $57.04 $283 - $342
500 $28M
VTRS
Viatris Inc

Healthcare
-40
- 3.07%
$7.26 - $9.12 $290 - $365
1.26K $11.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-50
- 6.79%
$7.69 - $11.46 $385 - $573
686 $7.86M
XRX
Xerox Holdings Corp

Technology
-11
- 18.03%
$3.64 - $5.95 $40 - $65.5
50 $264K
SYY
Sysco Corp

Consumer Defensive
-150
- 0.9%
$68.0 - $75.91 $10.2K - $11.4K
16.6K $1.26B
ADM
Archer Daniels Midland CO

Consumer Defensive
-150
- 3.64%
$41.79 - $54.16 $6.27K - $8.12K
3.97K $209M
BA
Boeing CO

Industrials
-7
- 1.59%
$136.59 - $217.51 $956 - $1.52K
433 $90.8M
WMT
Walmart Inc.

Consumer Defensive
-207
- 4.72%
$81.79 - $99.98 $16.9K - $20.7K
4.18K $409M
UL
Unilever PLC

Consumer Defensive
-10
- 0.05%
$57.9 - $65.43 $579 - $654
21.6K $1.32B
NWSA
News Corp

Communication Services
-5
- 0.02%
$23.97 - $29.72 $120 - $149
21.9K $652M
TT
Trane Technologies PLC

Industrials
-375
- 14.62%
$315.21 - $437.41 $118K - $164K
2.19K $958M
STE
Steris PLC

Healthcare
-64
- 0.41%
$208.55 - $252.55 $13.3K - $16.2K
15.4K $3.7B
TJX
Tjx Companies Inc

Consumer Cyclical
-2.39K
- 0.71%
$119.13 - $135.03 $284K - $322K
336K $41.4B
V
Visa Inc.

Financial Services
-395
- 0.37%
$308.27 - $373.31 $122K - $147K
107K $38B
SXT
Sensient Technologies Corp

Basic Materials
-100
- 0.58%
$68.75 - $98.6 $6.88K - $9.86K
17.3K $1.7B
Ge Vernova Inc
-1
- 0.05%
N/A
2.05K $1.09B
MA
Mastercard Inc

Financial Services
-725
- 0.89%
$479.92 - $590.74 $348K - $428K
80.4K $45.2B
NKE
Nike, Inc.

Consumer Cyclical
-2.16K
- 1.18%
$53.27 - $72.04 $115K - $156K
181K $12.8B
COST
Costco Wholesale Corp

Consumer Defensive
-237
- 0.38%
$908.13 - $1056.85 $215K - $250K
62.7K $62B
Activity Summary
Buys All Purchases 20 New Holdings 9 Increased Positions 11 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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