Kimelman--Baird

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NKTR",
  "FN",
  "KTOS",
  "XP",
  "ITUB",
  "MOS",
  "EXAS",
  "HUM",
  "NXE",
  "PCG",
  "FWONK",
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  "GOOGL",
  null,
  "AXP",
  "JFR",
  "BATRK",
  "ASML",
  "T",
  "BLK",
  "ASGI",
  "CAT",
  "LOW",
  "CP.TO",
  "FMS",
  "FCPT",
  "FUL",
  null,
  null,
  "CRS",
  "KAR",
  "CMI",
  "LLYVA",
  null,
  "NMRK",
  "DUK",
  "D",
  "KWR",
  null,
  "EOG",
  "SNRE",
  "EXPE",
  "UTZ",
  "BATRA",
  "MVT",
  "PPT",
  "FRA",
  "KODK",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  "FIVE",
  "UNP",
  "QCOM",
  "GH",
  "LEN",
  "AMAT",
  "EMR",
  "BCSF",
  "META",
  "NDLS",
  "PTN",
  "IJH",
  "SGHC",
  "IQV",
  "PTA",
  "PMF",
  "KMI",
  "FWONA",
  "IWS",
  "LBTYK",
  "LIN",
  null,
  "L",
  "MPC",
  null,
  "MMC",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "ENPH",
  "EQT",
  "ETSY",
  "EVRG",
  "GE",
  "GPC",
  "NI",
  "HES",
  "NVS",
  "NU",
  "FMC",
  "OXY",
  null,
  "EMN",
  "ADM",
  "BX",
  "AMP",
  "KR",
  "ORCL",
  "KHC",
  "IWF",
  "PANW",
  "PEP",
  "DNP",
  "PGR",
  "IJK",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "AMGN",
  "PARA",
  "REGN",
  null,
  "SLVM",
  "IEFA",
  "SPGI",
  "NOW",
  "SHOP",
  "SLB",
  "ROP",
  "SRE",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "NEM",
  "MET",
  "ASH",
  "OEC",
  "OGE",
  "SCHW",
  "ALC",
  "ACVA",
  "VRN.TO",
  null,
  "LCNB",
  "SKX",
  "SU",
  "WY",
  "GPRO",
  "FSK",
  "VYM",
  "DD",
  "TT",
  "GPK",
  "LITE",
  "UGI",
  "WTS",
  "AMD",
  "ALLE",
  "EL",
  "FI",
  "DRI",
  "DOV",
  "IP",
  "F",
  "WEC",
  "DEO",
  "WM",
  "IWP",
  "WCN",
  "IR",
  "IFF",
  "PEG",
  "VIGI",
  "AMZN",
  "MSI",
  "SIRI",
  "UFI",
  "ESGD",
  "KD",
  "MTX",
  "NWSA",
  "HDB",
  "USB",
  "VUG",
  "VLO",
  "VYMI",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "VST",
  "VIST",
  "WBD",
  "WMT",
  "WBA",
  "WABC",
  "WSBC",
  "WEN",
  "WLK",
  null,
  "WSM",
  "WMB",
  "WSC",
  "XPEL",
  "XRX",
  "XEL",
  null,
  "YUMC",
  "YUM",
  "ZIMV",
  "SOLV",
  "LNT",
  "ESTC",
  "EVTC",
  "OC",
  "FNLC",
  "DNN",
  "FOXA",
  "MTB",
  "CNQ",
  "LW",
  null,
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "LUMN",
  "LBRDK",
  "LLYVK",
  null,
  "KDP",
  "TTD",
  "SXT",
  "SJM",
  "OKTA",
  "SW",
  "PSX",
  "SWKS",
  null,
  "SYY",
  "OTEX",
  "SHAK",
  "SEE",
  "TFX",
  "GEV",
  "ZBH",
  "ZM",
  null,
  "NUE",
  "FDX",
  "STM",
  "STE",
  "KMB",
  "ADP",
  "BALL",
  "BAC",
  "BK",
  "BRK-B",
  "MVF",
  "BA",
  "BMY",
  "CCJ",
  "CAC",
  "CPB",
  "CNI",
  "CDW",
  "CNP",
  "CF",
  "CC",
  "CVX",
  "CB",
  "CHDN",
  "CMG",
  "CHD",
  "CSCO",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CNDT",
  "CAG",
  "COP",
  "CMP",
  "CFLT",
  "CPRT",
  "COST",
  "GLW",
  "CTVA",
  "CSX",
  "PLAY",
  "DELL",
  "DE",
  "DAL",
  "DMRC",
  "DCOM",
  "EWJ",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "MAR",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "APO",
  "MO",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 349
Total Value: 1177059721
Accession Number: 0000890163-25-000005
Form Type: 13F-HR
CIK: kimelman--baird
Manager Name: Kimelman--Baird

Data Enrichment

95% identified

331 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

349 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 18

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921946794

VYMI|921946794

Shares:694

Value:$51.1K

% of Portfolio:0.0% ($51.1K/$1.2B)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:1.4K

Value:$50.7K

% of Portfolio:0.0% ($50.7K/$1.2B)

464287481

IWP|464287481

Shares:428

Value:$50.3K

% of Portfolio:0.0% ($50.3K/$1.2B)

Ingersoll Rand Inc.

IR|45687V106

Shares:626

Value:$50.1K

% of Portfolio:0.0% ($50.1K/$1.2B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:175

Value:$49.5K

% of Portfolio:0.0% ($49.5K/$1.2B)

Sylvamo Corp

SLVM|871332102

Shares:727

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$1.2B)

OGE ENERGY CORP.

OGE|670837103

Shares:1.1K

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$1.2B)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:750

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$1.2B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:440

Value:$48.4K

% of Portfolio:0.0% ($48.4K/$1.2B)

Motorola Solutions, Inc.

MSI|620076307

Shares:110

Value:$48.2K

% of Portfolio:0.0% ($48.2K/$1.2B)

Kraft Heinz Co

KHC|500754106

Shares:1.6K

Value:$47.7K

% of Portfolio:0.0% ($47.7K/$1.2B)

464287614

IWF|464287614

Shares:130

Value:$46.9K

% of Portfolio:0.0% ($46.9K/$1.2B)

XCEL ENERGY INC

XEL|98389B100

Shares:652

Value:$46.2K

% of Portfolio:0.0% ($46.2K/$1.2B)

INTUIT INC.

INTU|461202103

Shares:75

Value:$46.0K

% of Portfolio:0.0% ($46.0K/$1.2B)

MOSAIC CO

MOS|61945C103

Shares:1.7K

Value:$45.9K

% of Portfolio:0.0% ($45.9K/$1.2B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:75

Value:$44.2K

% of Portfolio:0.0% ($44.2K/$1.2B)

Shake Shack Inc.

SHAK|819047101

Shares:500

Value:$44.1K

% of Portfolio:0.0% ($44.1K/$1.2B)

Allegion plc

ALLE|G0176J109

Shares:333

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$1.2B)

YUM BRANDS INC

YUM|988498101

Shares:276

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$1.2B)

US BANCORP \DE\

USB|902973304

Shares:1.0K

Value:$42.2K

% of Portfolio:0.0% ($42.2K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMIcusip921946794)	694	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$51.1K	0.0% ($51.1K/$1.2B)	QoQ +8.55% (+$4.0K) YoY-
CENTERPOINT ENERGY INC(CNPcusip15189T107)	1.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$50.7K	0.0% ($50.7K/$1.2B)	QoQ +14.18% (+$6.3K) YoY-
(IWPcusip464287481)	428	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$50.3K	0.0% ($50.3K/$1.2B)	QoQ -7.30% (-$4.0K) YoY-
Ingersoll Rand Inc.(IRcusip45687V106)	626	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$50.1K	0.0% ($50.1K/$1.2B)	QoQ -11.52% (-$6.5K) YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	175	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$49.5K	0.0% ($49.5K/$1.2B)	QoQ +18.11% (+$7.6K) YoY-
Sylvamo Corp(SLVMcusip871332102)	727	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$48.8K	0.0% ($48.8K/$1.2B)	QoQ -15.12% (-$8.7K) YoY-
OGE ENERGY CORP.(OGEcusip670837103)	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$48.5K	0.0% ($48.5K/$1.2B)	QoQ +11.41% (+$5.0K) YoY-
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	750	QoQ -66.66% (-1.5K) YoY-	All Managers (Combined)	$48.5K	0.0% ($48.5K/$1.2B)	QoQ -75.70% (-$151.1K) YoY-
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	440	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$48.4K	0.0% ($48.4K/$1.2B)	QoQ +5.13% (+$2.4K) YoY-
Motorola Solutions, Inc.(MSIcusip620076307)	110	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$48.2K	0.0% ($48.2K/$1.2B)	QoQ -5.28% (-$2.7K) YoY-
Kraft Heinz Co(KHCcusip500754106)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$47.7K	0.0% ($47.7K/$1.2B)	QoQ -0.91% (-$439) YoY-
(IWFcusip464287614)	130	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$46.9K	0.0% ($46.9K/$1.2B)	QoQ -10.08% (-$5.3K) YoY-
XCEL ENERGY INC(XELcusip98389B100)	652	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$46.2K	0.0% ($46.2K/$1.2B)	QoQ +4.84% (+$2.1K) YoY-
INTUIT INC.(INTUcusip461202103)	75	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$46.0K	0.0% ($46.0K/$1.2B)	QoQ -2.30% (-$1.1K) YoY-
MOSAIC CO(MOScusip61945C103)	1.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$45.9K	0.0% ($45.9K/$1.2B)	QoQ +9.88% (+$4.1K) YoY-
ROPER TECHNOLOGIES INC(ROPcusip776696106)	75	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$44.2K	0.0% ($44.2K/$1.2B)	QoQ +13.41% (+$5.2K) YoY-
Shake Shack Inc.(SHAKcusip819047101)	500	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$44.1K	0.0% ($44.1K/$1.2B)	QoQ -32.07% (-$20.8K) YoY-
Allegion plc(ALLEcusipG0176J109)	333	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$43.4K	0.0% ($43.4K/$1.2B)	QoQ -0.16% (-$73) YoY-
YUM BRANDS INC(YUMcusip988498101)	276	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$43.4K	0.0% ($43.4K/$1.2B)	QoQ +17.29% (+$6.4K) YoY-
US BANCORP \DE\(USBcusip902973304)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$42.2K	0.0% ($42.2K/$1.2B)	QoQ -11.72% (-$5.6K) YoY-