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 3 of 18

Sort by:

Shell plc

SHEL|780259305

Shares:66.2K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

AMGEN INC

AMGN|031162100

Shares:14.8K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.2B)

NUCOR CORP

NUE|670346105

Shares:37.5K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

STERIS plc

STE|G8473T100

Shares:15.5K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:19.7K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:23.6K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:12.8K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:8.5K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$1.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:10.3K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.2B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:10.4K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

Mondelez International, Inc.

MDLZ|609207105

Shares:23.4K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:5.5K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

KIMCO REALTY CORP

KIM|49446R109

Shares:73.1K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:24.0K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.2B)

Philip Morris International Inc.

PM|718172109

Shares:9.3K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.2B)

MINERALS TECHNOLOGIES INC

MTX|603158106

Shares:22.8K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.2B)

ECOLAB INC.

ECL|278865100

Shares:5.7K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.2B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:21.3K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.2B)

EOG RESOURCES INC

EOG|26875P101

Shares:10.1K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.2B)

SENSIENT TECHNOLOGIES CORP

SXT|81725T100

Shares:17.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Shell plc(SHELcusip780259305)	66.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ +16.96% (+$703.5K) YoY-
AMGEN INC(AMGNcusip031162100)	14.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.2B)	QoQ +19.53% (+$753.5K) YoY-
NUCOR CORP(NUEcusip670346105)	37.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ +3.11% (+$136.3K) YoY-
STERIS plc(STEcusipG8473T100)	15.5K	QoQ -39.75% (-10.2K) YoY-	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ -33.57% (-$1.8M) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	19.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +1.65% (+$54.5K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	23.6K	QoQ -21.04% (-6.3K) YoY-	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ -7.40% (-$250.7K) YoY-
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	12.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ +14.88% (+$404.6K) YoY-
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	8.5K	QoQ NEW(+8.5K) YoY-	All Managers (Combined)	$2.3M	0.2% ($2.3M/$1.2B)	QoQ NEW(+$2.3M) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	10.3K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.2B)	QoQ +19.98% (-$344.2K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	10.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ +14.67% (+$220.6K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	23.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ +13.59% (+$189.6K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	5.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ +19.00% (+$252.6K) YoY-
KIMCO REALTY CORP(KIMcusip49446R109)	73.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ -9.34% (-$160.1K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	24.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.2B)	QoQ +4.23% (+$60.3K) YoY-
Philip Morris International Inc.(PMcusip718172109)	9.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.2B)	QoQ +31.89% (+$356.7K) YoY-
MINERALS TECHNOLOGIES INC(MTXcusip603158106)	22.8K	QoQ -8.07% (-2.0K) YoY-	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.2B)	QoQ -23.31% (-$440.4K) YoY-
ECOLAB INC.(ECLcusip278865100)	5.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.2B)	QoQ +8.19% (+$108.6K) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	21.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.2B)	QoQ +7.83% (+$94.6K) YoY-
EOG RESOURCES INC(EOGcusip26875P101)	10.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.2B)	QoQ +4.61% (+$57.1K) YoY-
SENSIENT TECHNOLOGIES CORP(SXTcusip81725T100)	17.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.2B)	QoQ +4.44% (+$55.0K) YoY-