Kimelman & Baird, LLC Reduced Holdings in Q1 2025

Kimelman & Baird, LLC

  • $1.18 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DMRC
Digimarc Corp

Technology
-7.54K
- 1.29%
$12.82 - $47.26 $96.6K - $356K
575K $7.37B
TFX
Teleflex Inc

Healthcare
-61.9K
- 94.82%
$130.79 - $183.66 $8.09M - $11.4M
3.38K $467M
BX
Blackstone Inc.

Financial Services
-2.76K
- 0.86%
$136.53 - $186.74 $377K - $516K
317K $44.4B
AAPL
Apple Inc.

Technology
-4.33K
- 1.44%
$209.68 - $247.1 $908K - $1.07M
297K $66B
ADBE
Adobe Inc.

Technology
-20.8K
- 96.8%
$377.84 - $464.11 $7.86M - $9.65M
687 $263M
AMZN
Amazon Com Inc

Consumer Cyclical
-236
- 0.08%
$190.26 - $242.06 $44.9K - $57.1K
279K $53B
EMR
Emerson Electric CO

Industrials
-39.1K
- 36.3%
$108.64 - $131.17 $4.24M - $5.12M
68.5K $7.51B
HD
Home Depot, Inc.

Consumer Cyclical
-1.24K
- 1.04%
$347.25 - $424.87 $431K - $527K
119K $43.4B
BAC
Bank Of America Corp

Financial Services
-6.96K
- 0.87%
$39.61 - $47.74 $275K - $332K
796K $33.2B
HON
Honeywell International Inc

Industrials
-46
- 0.04%
$202.75 - $226.52 $9.33K - $10.4K
128K $27.2B
CPRT
Copart Inc

Consumer Cyclical
-10.9K
- 0.88%
$52.3 - $59.83 $572K - $654K
1.24M $70B
GOOG
Alphabet Inc.

Communication Services
-574
- 1.67%
$156.06 - $207.71 $89.6K - $119K
33.8K $5.28B
DD
Du Pont De Nemours, Inc.

Basic Materials
-12.6K
- 43.84%
$72.7 - $84.32 $917K - $1.06M
16.2K $1.21B
DOW
Dow Inc.

Basic Materials
-12.6K
- 39.45%
$34.36 - $41.92 $434K - $529K
19.4K $676M
UNH
Unitedhealth Group Inc

Healthcare
-936
- 88.89%
$461.52 - $548.18 $432K - $513K
117 $61.2M
MTX
Minerals Technologies Inc

Basic Materials
-2K
- 8.07%
$63.57 - $77.67 $127K - $155K
22.8K $1.45B
CAC
Camden National Corp

Financial Services
-800
- 0.53%
$40.28 - $46.52 $32.2K - $37.2K
149K $6.03B
BALL
Ball Corp

Consumer Cyclical
-4.8K
- 47.69%
$49.04 - $56.53 $235K - $271K
5.27K $274M
STX
Seagate Technology Holdings PLC

Technology
-2.99K
- 24.88%
$84.92 - $108.42 $254K - $324K
9.03K $767M
ABT
Abbott Laboratories

Healthcare
-6.3K
- 21.04%
$111.1 - $140.22 $700K - $883K
23.6K $3.14B
SBUX
Starbucks Corp

Consumer Cyclical
-2.4K
- 85.23%
$91.75 - $115.81 $220K - $278K
416 $40.8M
COP
Conocophillips

Energy
-2.4K
- 25.95%
$88.6 - $105.85 $213K - $254K
6.85K $719M
SWKS
Skyworks Solutions, Inc.

Technology
-1.5K
- 66.67%
$64.12 - $93.96 $96.2K - $141K
750 $48.5M
LITE
Lumentum Holdings Inc.

Technology
-75
- 1.26%
$57.41 - $100.38 $4.31K - $7.53K
5.87K $366M
ETN
Eaton Corp PLC

Industrials
-210
- 35.18%
$271.83 - $371.23 $57.1K - $78K
387 $105M
NEE
Nextera Energy Inc

Utilities
-29
- 0.04%
$66.96 - $76.16 $1.94K - $2.21K
68.4K $4.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
-42
- 7.01%
$551.42 - $612.93 $23.2K - $25.7K
557 $312M
DE
Deere & CO

Industrials
-73
- 26.74%
$408.57 - $509.27 $29.8K - $37.2K
200 $93.9M
AMAT
Applied Materials Inc

Technology
-80
- 15.5%
$145.06 - $195.51 $11.6K - $15.6K
436 $63.3M
CTVA
Corteva, Inc.

Basic Materials
-1.05K
- 13.66%
$55.94 - $66.15 $58.8K - $69.6K
6.65K $419M
KMB
Kimberly Clark Corp

Consumer Defensive
-500
- 10.31%
$124.46 - $147.4 $62.2K - $73.7K
4.35K $619M
LUMN
Lumen Technologies, Inc.

Communication Services
-2.88K
- 98.83%
$3.92 - $5.92 $11.3K - $17K
34 $134K
Nebius Group N.V.
-150
- 93.17%
N/A
11 $233K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.27K
- 0.67%
$112.81 - $126.16 $256K - $287K
338K $41.2B
JPM
Jpmorgan Chase & CO

Financial Services
-4.39K
- 1.76%
$225.19 - $279.95 $988K - $1.23M
245K $60B
GE
General Electric CO

Industrials
-1
- 0.01%
$168.59 - $212.13 $169 - $212
10.3K $2.07B
MCD
Mcdonalds Corp

Consumer Cyclical
-580
- 2.08%
$279.74 - $321.29 $162K - $186K
27.3K $8.53B
MA
Mastercard Inc

Financial Services
-1.5K
- 1.81%
$504.67 - $576.31 $754K - $862K
81.2K $44.5B
COST
Costco Wholesale Corp

Consumer Defensive
-707
- 1.11%
$890.62 - $1076.86 $630K - $761K
62.9K $59.5B
V
Visa Inc.

Financial Services
-1.23K
- 1.13%
$306.92 - $362.71 $378K - $446K
108K $37.7B
WM
Waste Management Inc

Industrials
-2.62K
- 1.23%
$200.54 - $233.78 $524K - $611K
210K $48.7B
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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