Kimelman & Baird, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.25 Trillion distributed in 364 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.8B, Copart Inc with a value of $67.2B, Costco Wholesale Corp with a value of $57.5B, Jpmorgan Chase & CO with a value of $54.1B, and Microsoft Corp with a value of $53.8B.
Examining the 13F form we can see an increase of $40.9B in the current position value, from $1.21T to 1.25T.
Also it can be appreciated an additional of 4 stocks purchases and 1 closed positions.
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
$1.25 Trillion
Consumer Cyclical: $239 Billion
Industrials: $238 Billion
Financial Services: $228 Billion
Technology: $221 Billion
Healthcare: $105 Billion
Consumer Defensive: $75.3 Billion
Communication Services: $69.4 Billion
Energy: $26.3 Billion
Other: $35.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
