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

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UNION PACIFIC CORP

UNP|907818108

Shares:102.3K

Value:$24.2M

% of Portfolio:2.1% ($24.2M/$1.2B)

DOVER Corp

DOV|260003108

Shares:96.0K

Value:$16.9M

% of Portfolio:1.4% ($16.9M/$1.2B)

LINDE PLC

LIN|G54950103

Shares:34.0K

Value:$15.8M

% of Portfolio:1.3% ($15.8M/$1.2B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:141.5K

Value:$15.6M

% of Portfolio:1.3% ($15.6M/$1.2B)

OPENLANE, Inc.

KAR|48238T109

Shares:801.4K

Value:$15.5M

% of Portfolio:1.3% ($15.5M/$1.2B)

Merck & Co., Inc.

MRK|58933Y105

Shares:162.6K

Value:$14.6M

% of Portfolio:1.2% ($14.6M/$1.2B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:56.9K

Value:$13.5M

% of Portfolio:1.1% ($13.5M/$1.2B)

Walt Disney Co

DIS|254687106

Shares:129.3K

Value:$12.8M

% of Portfolio:1.1% ($12.8M/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:97.6K

Value:$11.6M

% of Portfolio:1.0% ($11.6M/$1.2B)

NIKE, Inc.

NKE|654106103

Shares:182.7K

Value:$11.6M

% of Portfolio:1.0% ($11.6M/$1.2B)

MCDONALDS CORP

MCD|580135101

Shares:27.3K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.2B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:68.5K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.2B)

Digimarc CORP

DMRC|25381B101

Shares:575.2K

Value:$7.4M

% of Portfolio:0.6% ($7.4M/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:31.1K

Value:$6.5M

% of Portfolio:0.6% ($6.5M/$1.2B)

CHEVRON CORP

CVX|166764100

Shares:37.7K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:56.0K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.2B)

CAMDEN NATIONAL CORP

CAC|133034108

Shares:149.0K

Value:$6.0M

% of Portfolio:0.5% ($6.0M/$1.2B)

M&T BANK CORP

MTB|55261F104

Shares:29.9K

Value:$5.4M

% of Portfolio:0.5% ($5.4M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:33.8K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.2B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:68.4K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	102.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$24.2M	2.1% ($24.2M/$1.2B)	QoQ +3.59% (+$838.9K) YoY-
DOVER Corp(DOVcusip260003108)	96.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$16.9M	1.4% ($16.9M/$1.2B)	QoQ -6.35% (-$1.1M) YoY-
LINDE PLC(LINcusipG54950103)	34.0K	QoQ +3.56% (+1.2K) YoY-	All Managers (Combined)	$15.8M	1.3% ($15.8M/$1.2B)	QoQ +15.18% (+$2.1M) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	141.5K	QoQ +1.56% (-2.2K) YoY-	All Managers (Combined)	$15.6M	1.3% ($15.6M/$1.2B)	QoQ -11.40% (-$2.0M) YoY-
OPENLANE, Inc.(KARcusip48238T109)	801.4K	QoQ +0.67% (-5.4K) YoY-	All Managers (Combined)	$15.5M	1.3% ($15.5M/$1.2B)	QoQ -2.16% (-$341.7K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	162.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$14.6M	1.2% ($14.6M/$1.2B)	QoQ -9.77% (-$1.6M) YoY-
NORFOLK SOUTHERN CORP(NSCcusip655844108)	56.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.5M	1.1% ($13.5M/$1.2B)	QoQ +0.91% (+$122.3K) YoY-
Walt Disney Co(DIScusip254687106)	129.3K	QoQ +0.12% (-165) YoY-	All Managers (Combined)	$12.8M	1.1% ($12.8M/$1.2B)	QoQ -11.24% (-$1.6M) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	97.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$11.6M	1.0% ($11.6M/$1.2B)	QoQ +10.56% (+$1.1M) YoY-
NIKE, Inc.(NKEcusip654106103)	182.7K	QoQ +2.55% (-4.5K) YoY-	All Managers (Combined)	$11.6M	1.0% ($11.6M/$1.2B)	QoQ -13.96% (-$1.9M) YoY-
MCDONALDS CORP(MCDcusip580135101)	27.3K	QoQ -2.07% (-580) YoY-	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.2B)	QoQ +5.51% (-$446.0K) YoY-
EMERSON ELECTRIC CO(EMRcusip291011104)	68.5K	QoQ -36.29% (-39.0K) YoY-	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.2B)	QoQ -43.64% (-$5.8M) YoY-
Digimarc CORP(DMRCcusip25381B101)	575.2K	QoQ -1.29% (-7.5K) YoY-	All Managers (Combined)	$7.4M	0.6% ($7.4M/$1.2B)	QoQ -66.21% (-$14.5M) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	31.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.5M	0.6% ($6.5M/$1.2B)	QoQ +17.90% (+$988.7K) YoY-
CHEVRON CORP(CVXcusip166764100)	37.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ +15.49% (+$846.0K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	56.0K	QoQ +5.09% (-2.7K) YoY-	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.2B)	QoQ -15.18% (-$1.1M) YoY-
CAMDEN NATIONAL CORP(CACcusip133034108)	149.0K	QoQ -0.53% (-800) YoY-	All Managers (Combined)	$6.0M	0.5% ($6.0M/$1.2B)	QoQ -5.81% (-$372.4K) YoY-
M&T BANK CORP(MTBcusip55261F104)	29.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.4M	0.5% ($5.4M/$1.2B)	QoQ -4.92% (-$277.3K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	33.8K	QoQ -1.67% (-574) YoY-	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ -19.33% (-$1.3M) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	68.4K	QoQ -0.04% (-29) YoY-	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -1.15% (-$56.8K) YoY-