Kimelman & Baird, LLC

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    342

  • Value ($000)

    $1,228,251

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001318103
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JPM
JPM

JPMORGAN CHASE & CO.

COM
$70.76M
6 %

244,063

COST
COST

COSTCO WHSL CORP NEW

COM
$62.05M
5 %

62,677

MSFT
MSFT

MICROSOFT CORP

COM
$61.82M
5 %

124,280

AMZN
AMZN

AMAZON COM INC

COM
$60.77M
5 %

276,978

AAPL
AAPL

APPLE INC

COM
$60.31M
5 %

293,968

CPRT
CPRT

COPART INC

COM
$59.97M
5 %

1,222,165

WM
WM

WASTE MGMT INC DEL

COM
$48.00M
4 %

209,790

BX
BX

BLACKSTONE INC

COM
$47.33M
4 %

316,392

MA
MA

MASTERCARD INCORPORATED

CL A
$45.20M
4 %

80,430

HD
HD

HOME DEPOT INC

COM
$43.31M
4 %

118,118

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