Kimelman & Baird, LLC Portfolio Holdings

Kimelman & Baird, LLC

  • $1.23 Trillion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Travelers Companies Inc
-
$2.28 Billion 0.19% of portfolio
-
Q2 2025 New
$245B
$1.69 Billion 0.14% of portfolio
9,293
Q2 2024 Added 151.71%
$4.07B
$1.7 Billion 0.14% of portfolio
17,250
Q2 2025 Reduced 0.58%
$139B
$1.67 Billion 0.14% of portfolio
5,490
Q3 2024 Reduced 0.9%
$290B
$1.67 Billion 0.14% of portfolio
24,006
Q4 2024 Added 1.53%
$86.1B
$1.58 Billion 0.13% of portfolio
23,355
Q3 2024 Reduced 0.71%
$13.5B
$1.54 Billion 0.13% of portfolio
73,125
N/A
$506B
$1.59 Billion 0.13% of portfolio
10,396
Q2 2024 Added 6.08%
$79.8B
$1.52 Billion 0.12% of portfolio
5,658
Q2 2024 New
$159B
$1.32 Billion 0.11% of portfolio
21,600
Q2 2025 Reduced 0.05%
$44.3B
$1.3 Billion 0.11% of portfolio
9,025
Q1 2025 Reduced 24.88%
$80.9B
$1.2 Billion 0.1% of portfolio
6,200
Q2 2024 New
$1.97B
$1.25 Billion 0.1% of portfolio
22,782
Q1 2025 Reduced 8.07%
$62.4B
$1.21 Billion 0.1% of portfolio
10,095
Q3 2024 Reduced 3.12%
$40.5B
$1.26 Billion 0.1% of portfolio
16,599
Q2 2025 Reduced 0.9%
$130B
$1.24 Billion 0.1% of portfolio
34,778
Q3 2024 Reduced 1.28%
Ge Vernova Inc
-
$1.09 Billion 0.09% of portfolio
-
Q2 2025 Reduced 0.05%
$139B
$1.12 Billion 0.09% of portfolio
46,366
Q2 2025 Reduced 0.7%
$96.9B
$958 Million 0.08% of portfolio
2,190
Q2 2025 Reduced 14.62%
$92.7B
$984 Million 0.08% of portfolio
21,247
Q2 2025 Reduced 0.47%
$283B
$829 Million 0.07% of portfolio
6,850
Q3 2024 Reduced 0.72%
$40.5B
$880 Million 0.07% of portfolio
12,824
Q2 2025 Reduced 20.67%
$85.6B
$822 Million 0.07% of portfolio
5,400
N/A
$280M
$867 Million 0.07% of portfolio
34,125
N/A
$0
$786 Million 0.06% of portfolio
14,500
Q2 2024 New
$1.61T
$758 Million 0.06% of portfolio
1,027
Q2 2025 Added 2.5%
$1.01B
$684 Million 0.06% of portfolio
54,484
Q2 2024 New
$63.4B
$614 Million 0.05% of portfolio
3,000
Q4 2024 Added 100.0%
$11B
$558 Million 0.05% of portfolio
5,874
Q1 2025 Reduced 1.26%
$111B
$615 Million 0.05% of portfolio
6,850
Q1 2025 Reduced 25.95%
$10.1B
$652 Million 0.05% of portfolio
21,937
Q2 2025 Reduced 0.02%
$17.8B
$563 Million 0.05% of portfolio
13,950
Q4 2024 Reduced 17.7%
$296B
$578 Million 0.05% of portfolio
8,170
Q4 2024 Reduced 15.51%
$1.9B
$671 Million 0.05% of portfolio
58,728
Q2 2025 Reduced 0.25%
$40.7B
$561 Million 0.05% of portfolio
4,350
Q1 2025 Reduced 10.31%
$188B
$653 Million 0.05% of portfolio
4,100
Q2 2024 Reduced 58.71%
$18.6B
$667 Million 0.05% of portfolio
5,500
Q2 2024 New
$29B
$619 Million 0.05% of portfolio
11,942
Q4 2024 Reduced 11.82%
$15.2B
$513 Million 0.04% of portfolio
19,363
Q1 2025 Reduced 39.45%
$551B
$502 Million 0.04% of portfolio
375
N/A
$44.5B
$496 Million 0.04% of portfolio
6,651
Q1 2025 Reduced 13.66%
$3.15B
$520 Million 0.04% of portfolio
8,650
Q3 2024 Reduced 2.81%
$16.5B
$523 Million 0.04% of portfolio
7,114
Q4 2024 Reduced 21.08%
Smurfit Westrock PLC
-
$442 Million 0.04% of portfolio
-
Q4 2024 Reduced 0.87%
$11.2B
$442 Million 0.04% of portfolio
4,500
Q2 2024 New
$2.37B
$446 Million 0.04% of portfolio
3,982
Q2 2025 Reduced 0.25%
$46.1B
$416 Million 0.03% of portfolio
3,000
Q2 2024 New
$6.12B
$378 Million 0.03% of portfolio
3,198
Q2 2025 Reduced 5.44%
$0
$344 Million 0.03% of portfolio
557
Q1 2025 Reduced 7.01%

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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