Kimelman & Baird, LLC has filed its 13F form on August 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.21 Trillion distributed in 374 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Copart Inc with a value of $70.3B, Apple Inc. with a value of $65.9B, Microsoft Corp with a value of $56.2B, Costco Wholesale Corp with a value of $55.5B, and Amazon Com Inc with a value of $55B.
Examining the 13F form we can see an increase of $1.21T in the current position value, from $1.12B to 1.21T.
Also it can be appreciated an additional of 283 stocks purchases and 65 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
$1.21 Trillion
Industrials: $234 Billion
Consumer Cyclical: $232 Billion
Technology: $210 Billion
Financial Services: $209 Billion
Healthcare: $103 Billion
Communication Services: $76 Billion
Consumer Defensive: $71.9 Billion
Energy: $27.2 Billion
Other: $34.2 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
