Kimelman & Baird, LLC
•CIK: 1318103•Filing: Q4 2025
**Kimelman & Baird, LLC** manages $1.3B across a diversified portfolio of 262 positions. The firm maintains significant exposure to mega-cap technology and financial names, highlighted by top holdings including AAPL ($77.3M) and JPM ($74.6M). Further concentration is evident in e-commerce and consumer staples, with AMZN ($63.6M), MSFT ($58.6M), and COST ($54.4M) anchoring the top decile. This structure suggests a core focus on established, market-leading secular growth names.
Total AUM
$1.3B
QoQ Performance
+1.6%
Positions
252
Top 10 Concentration
44.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
JPM
AAPL5.9%
JPM5.7%
AMZN4.9%
MSFT4.5%
COST4.2%
TJX3.9%
GOOGL3.9%
CPRT3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.8%
Technology18.4%
Consumer15.9%
Financial15.6%
Healthcare7.4%
Industrial6.0%
Materials1.7%
Communication1.3%
🚪 Exited Positionssold since Q3 2025
+106 more exited positions
Changes from Q3 2025
NEW4 new positions
↑21 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024