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Kimelman & Baird, LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    263

  • Value ($000)

    $1,215,200

  • Date Filed
    05/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$70.59M
6 %

278,161

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$62.5M
5 %

62,722

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$61.18M
5 %

207,978

A
AMZN

AMAZON COM INC

COM
023135106
$57.15M
5 %

274,403

---

TJX COS INC NEW

COM
872540109
$52.61M
4 %

329,412

W
WM

WASTE MGMT INC DEL

COM
94106L109
$47.49M
4 %

206,687

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$45.48M
4 %

158,153

M
MSFT

MICROSOFT CORP

COM
594918104
$43.63M
4 %

117,857

C
CPRT

COPART INC

COM
217204106
$40.93M
3 %

1,232,861

H
HD

HOME DEPOT INC

COM
437076102
$38.6M
3 %

117,361

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