Kimelman & Baird, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.23 Trillion distributed in 342 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $70.8B, Costco Wholesale Corp with a value of $62B, Microsoft Corp with a value of $61.8B, Amazon Com Inc with a value of $60.8B, and Apple Inc. with a value of $60.3B.

Examining the 13F form we can see an increase of $51.2B in the current position value, from $1.18T to 1.23T.

Kimelman & Baird, LLC is based out at New York, NY

Below you can find more details about Kimelman & Baird, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.23 Trillion
Financial Services: $256 Billion
Consumer Cyclical: $249 Billion
Industrials: $225 Billion
Technology: $214 Billion
Healthcare: $82 Billion
Consumer Defensive: $77 Billion
Communication Services: $53.8 Billion
Energy: $23.8 Billion
Other: $27.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 342
  • Current Value $1.23 Trillion
  • Prior Value $1.18 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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