Kimelman & Baird, LLC Portfolio Holdings

Kimelman & Baird, LLC

  • $1.21 Trillion
  • Q2 2024

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.8B
$65.1 Million 0.01% of portfolio
600
N/A
$170B
$129 Million 0.01% of portfolio
3,127
N/A
$140B
$170 Million 0.01% of portfolio
500
Q2 2024 New
$85.5B
$134 Million 0.01% of portfolio
1,332
Q2 2024 New
$69.3B
$126 Million 0.01% of portfolio
1,000
Q2 2024 New
$5.66B
$91.7 Million 0.01% of portfolio
500
Q2 2024 New
$85.9B
$101 Million 0.01% of portfolio
2,850
Q2 2024 New
$4.16B
$77.9 Million 0.01% of portfolio
1,135
Q2 2024 New
$374M
$1.1 Million 0.0% of portfolio
60
Q2 2024 New
$0
$6.45 Million 0.0% of portfolio
522
Q2 2024 New
$73.6B
$39.7 Million 0.0% of portfolio
1,000
Q2 2024 New
$20.1B
$296,000 0.0% of portfolio
5
Q2 2024 New
$0
$15.8 Million 0.0% of portfolio
1,823
Q2 2024 New
$8.44B
$37.7 Million 0.0% of portfolio
1,056
Q2 2024 New
$52.5B
$15.7 Million 0.0% of portfolio
100
Q2 2024 New
$1.15B
$356,000 0.0% of portfolio
10
Q2 2024 New
$21.5B
$8.51 Million 0.0% of portfolio
276
Q2 2024 New
$7.89B
$53,000 0.0% of portfolio
3
Q2 2024 New
$1.38B
$1.58 Million 0.0% of portfolio
136
Q2 2024 New
$502B
$706,000 0.0% of portfolio
5
Q2 2024 New
$7.88B
$36 Million 0.0% of portfolio
1,200
Q2 2024 New
$11.7B
$749,000 0.0% of portfolio
8
Q2 2024 New
$36.2B
$34.8 Million 0.0% of portfolio
652
Q2 2024 New
$40.5B
$227,000 0.0% of portfolio
13
Q2 2024 New
$47.7B
$12.6 Million 0.0% of portfolio
200
Q2 2024 New
-
$3.33 Million 0.0% of portfolio
-
Q2 2024 New
$4.1B
$9.36 Million 0.0% of portfolio
452
N/A
$30.1B
$9.1 Million 0.0% of portfolio
116
Q2 2024 New
$72.1B
$1.28 Million 0.0% of portfolio
1
Q2 2024 New
$4.36B
$1 Million 0.0% of portfolio
22
Q2 2024 New
$24.7B
$393,000 0.0% of portfolio
10
Q2 2024 New
$19B
$565,000 0.0% of portfolio
9
Q2 2024 New
$0
$11 Million 0.0% of portfolio
500
Q2 2024 New
$16B
$13.8 Million 0.0% of portfolio
1,301
Q2 2024 New
$0
$27.2 Million 0.0% of portfolio
3,200
Q2 2024 New
$2.13B
$257,000 0.0% of portfolio
7
Q2 2024 New
$54B
$343,000 0.0% of portfolio
9
Q2 2024 New
$3.48M
$54,000 0.0% of portfolio
18
Q2 2024 New
$288B
$3.17 Million 0.0% of portfolio
18
Q2 2024 New
$218B
$1.11 Million 0.0% of portfolio
2
Q2 2024 New
$22.6B
$10.6 Million 0.0% of portfolio
1,430
Q2 2024 New
$2.14B
$8.37 Million 0.0% of portfolio
300
Q2 2024 New
$103B
$48.5 Million 0.0% of portfolio
883
Q2 2024 New
$69.5B
$51.8 Million 0.0% of portfolio
350
Q2 2024 New
$1.57B
$35.9 Million 0.0% of portfolio
740
Q2 2024 New
$8.02B
$19.4 Million 0.0% of portfolio
1,600
Q2 2024 New
$2.64B
$1.29 Million 0.0% of portfolio
400
Q2 2024 New
$67.6B
$42.5 Million 0.0% of portfolio
1,000
Q2 2024 New
$5B
$24 Million 0.0% of portfolio
1,050
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 374
  • Current Value $1.21 Trillion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 283 stocks
  • Additional Purchases 16 stocks
  • Sold out of 65 stocks
  • Reduced holdings in 32 stocks
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