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 5 of 18

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GE Vernova Inc.

GEV|36828A101

Shares:2.1K

Value:$626.7K

% of Portfolio:0.1% ($626.7K/$1.2B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.3K

Value:$618.7K

% of Portfolio:0.1% ($618.7K/$1.2B)

NEWS CORP

NWSA|65249B109

Shares:21.9K

Value:$597.3K

% of Portfolio:0.1% ($597.3K/$1.2B)

COCA COLA CO

KO|191216100

Shares:8.2K

Value:$585.2K

% of Portfolio:0.0% ($585.2K/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:1.0K

Value:$577.5K

% of Portfolio:0.0% ($577.5K/$1.2B)

NISOURCE INC.

NI|65473P105

Shares:13.9K

Value:$559.3K

% of Portfolio:0.0% ($559.3K/$1.2B)

Medtronic plc

MDT|G5960L103

Shares:6.2K

Value:$557.2K

% of Portfolio:0.0% ($557.2K/$1.2B)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:7.1K

Value:$552.1K

% of Portfolio:0.0% ($552.1K/$1.2B)

J M SMUCKER Co

SJM|832696405

Shares:4.5K

Value:$532.8K

% of Portfolio:0.0% ($532.8K/$1.2B)

Palo Alto Networks Inc

PANW|697435105

Shares:3.0K

Value:$511.9K

% of Portfolio:0.0% ($511.9K/$1.2B)

QUAKER CHEMICAL CORP

KWR|747316107

Shares:4.0K

Value:$493.5K

% of Portfolio:0.0% ($493.5K/$1.2B)

FULLER H B CO

FUL|359694106

Shares:8.7K

Value:$485.4K

% of Portfolio:0.0% ($485.4K/$1.2B)

HESS CORP

HES|42809H107

Shares:3.0K

Value:$479.2K

% of Portfolio:0.0% ($479.2K/$1.2B)

PEPSICO INC

PEP|713448108

Shares:3.2K

Value:$476.3K

% of Portfolio:0.0% ($476.3K/$1.2B)

TELEFLEX INC

TFX|879369106

Shares:3.4K

Value:$467.4K

% of Portfolio:0.0% ($467.4K/$1.2B)

Smurfit Westrock plc

SW|G8267P108

Shares:10.3K

Value:$461.9K

% of Portfolio:0.0% ($461.9K/$1.2B)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:8.0K

Value:$426.8K

% of Portfolio:0.0% ($426.8K/$1.2B)

FMC CORP

FMC|302491303

Shares:10.0K

Value:$421.9K

% of Portfolio:0.0% ($421.9K/$1.2B)

Corteva, Inc.

CTVA|22052L104

Shares:6.7K

Value:$418.5K

% of Portfolio:0.0% ($418.5K/$1.2B)

Walmart Inc.

WMT|931142103

Shares:4.4K

Value:$385.0K

% of Portfolio:0.0% ($385.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE Vernova Inc.(GEVcusip36828A101)	2.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$626.7K	0.1% ($626.7K/$1.2B)	QoQ -7.19% (-$48.6K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	4.3K	QoQ -10.30% (-500) YoY-	All Managers (Combined)	$618.7K	0.1% ($618.7K/$1.2B)	QoQ -2.65% (-$16.9K) YoY-
NEWS CORP(NWSAcusip65249B109)	21.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$597.3K	0.1% ($597.3K/$1.2B)	QoQ -1.16% (-$7.0K) YoY-
COCA COLA CO(KOcusip191216100)	8.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$585.2K	0.0% ($585.2K/$1.2B)	QoQ +15.03% (+$76.5K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$577.5K	0.0% ($577.5K/$1.2B)	QoQ -1.56% (-$9.2K) YoY-
NISOURCE INC.(NIcusip65473P105)	13.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$559.3K	0.0% ($559.3K/$1.2B)	QoQ +9.05% (+$46.5K) YoY-
Medtronic plc(MDTcusipG5960L103)	6.2K	QoQ +3146.59% (+6.0K) YoY-	All Managers (Combined)	$557.2K	0.0% ($557.2K/$1.2B)	QoQ +3551.99% (+$542.0K) YoY-
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	7.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$552.1K	0.0% ($552.1K/$1.2B)	QoQ -8.20% (-$49.4K) YoY-
J M SMUCKER Co(SJMcusip832696405)	4.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$532.8K	0.0% ($532.8K/$1.2B)	QoQ +7.52% (+$37.3K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	3.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$511.9K	0.0% ($511.9K/$1.2B)	QoQ -6.22% (-$34.0K) YoY-
QUAKER CHEMICAL CORP(KWRcusip747316107)	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$493.5K	0.0% ($493.5K/$1.2B)	QoQ -12.18% (-$68.5K) YoY-
FULLER H B CO(FULcusip359694106)	8.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$485.4K	0.0% ($485.4K/$1.2B)	QoQ -16.83% (-$98.3K) YoY-
HESS CORP(HEScusip42809H107)	3.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$479.2K	0.0% ($479.2K/$1.2B)	QoQ +20.08% (+$80.2K) YoY-
PEPSICO INC(PEPcusip713448108)	3.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$476.3K	0.0% ($476.3K/$1.2B)	QoQ -1.39% (-$6.7K) YoY-
TELEFLEX INC(TFXcusip879369106)	3.4K	QoQ -94.81% (-61.9K) YoY-	All Managers (Combined)	$467.4K	0.0% ($467.4K/$1.2B)	QoQ -95.97% (-$11.1M) YoY-
Smurfit Westrock plc(SWcusipG8267P108)	10.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$461.9K	0.0% ($461.9K/$1.2B)	QoQ -16.33% (-$90.2K) YoY-
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	8.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$426.8K	0.0% ($426.8K/$1.2B)	QoQ -0.87% (-$3.8K) YoY-
FMC CORP(FMCcusip302491303)	10.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$421.9K	0.0% ($421.9K/$1.2B)	QoQ -13.20% (-$64.2K) YoY-
Corteva, Inc.(CTVAcusip22052L104)	6.7K	QoQ -13.65% (-1.1K) YoY-	All Managers (Combined)	$418.5K	0.0% ($418.5K/$1.2B)	QoQ -4.60% (-$20.2K) YoY-
Walmart Inc.(WMTcusip931142103)	4.4K	QoQ +4.95% (+207) YoY-	All Managers (Combined)	$385.0K	0.0% ($385.0K/$1.2B)	QoQ +1.98% (+$7.5K) YoY-