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Kimelman & Baird, LLC — 13F Holdings & Portfolio

CIK 1318103 · latest 13F-HR filed 2026-08-18

Backtest portfolio

Kimelman & Baird, LLC manages $1.36B in 13F-reported U.S. long-equity assets across 261 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.89%), MRVL (5.23%), JPM (4.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions and exited 9; 129 existing positions rose in reported value and 64 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.36B

Long-equity book

Holdings
261

Distinct positions

Period
2026-06-30

Filed 2026-08-18

Q/Q Activity
+7 / −9 / ↑129 / ↓64

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL5.9% · -1%MRVL5.2% · -3%JPM5.0% · -1%AMZN4.8% · -1%COST4.3% · -0%GOOGL4.1% · -1%TJX3.6% · -1%LLY3.6% · +0%BAC3.3% · -1%WM3.3% · -3%MSFT3.2% · -0%HD3.0% · -0%BX2.7% · -1%MA2.7% · -1%V2.6% · 0%CPRT2.6% · 0%OPLN2.3% · -2%OC2.3% · -0%IBM2.2% · +2%WCN2.2% · -1%UNP2.0% · 0%BA1.9% · +0%UBER1.8% · +0%DOV1.6% · 0%MRK1.5% · 0%LIN1.4% · +0%REGN1.3% · +155%NVDA1.2% · -0%HON1.1% · -50%HONA1.0% · newXOM1.0% · 0%MDT0.9% · -4%CSCO0.8% · +1%ENPH0.7% · +1062%EMR0.7% · -0%DMRC0.7% · +30%STX0.6% · 0%NUE0.6% · -0%ABBV0.6% · 0%CAC0.5% · -1%MCD0.5% · 0%MTB0.5% · 0%CVX0.5% · 0%NEE0.4% · -0%NFLX0.4% · +2251%AMGN0.4% · 0%SHEL0.4% · 0%GE0.3% · 0%GOOG0.3% · -1%AXP0.3% · +19%PG0.2% · 0%TRV0.2% · 0%STE0.2% · 0%JNJ0.2% · -2%ABT0.2% · 0%MRSH0.2% · 0%SXT0.2% · 0%GLD0.1% · 0%LITE0.1% · -5%KIM0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 1, 2026.

Assets Under Management
$1.48B
Discretionary
$1.48B
Employees
9
Accounts
490
Address
800 THIRD AVENUE
SUITE 2300
NEW YORK, NY 10022
Phone
(212) 686-0021
Website
This firm reports 1 disclosure item on its registration.
Name Title / Status Ownership Type
BAIRD, SHEILA MAUREEN ControlMEMBER
since Apr 1995
10–25%Individual
KIMELMAN, SCOTT CHARLES ControlMEMBER
since Apr 2013
50–75%Individual
KIMELMAN, SCOTT CHARLES ControlCHIEF EXECUTIVE OFFICER
since May 2025
50–75%Individual
MOCK, YASMEEN SOLLEEMEMBER
since Jan 2016
10–25%Individual
MOCK, YASMEEN SOLLEEPRINCIPAL OPERATING OFFICER
since Oct 2018
10–25%Individual
MOCK, YASMEEN SOLLEECHIEF COMPLIANCE OFFICER
since May 2025
10–25%Individual
VYAS, SAPAN "NMN"MEMBER, FINOP
since Jan 2016
10–25%Individual
Ownership & leadership changes · 6 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

May 30, 2025 filing
  • ChangedBAIRD, SHEILA MAUREEN · title MEMBER AND CHIEF COMPLIANCE OFFICER → MEMBER
  • ChangedKIMELMAN, SCOTT CHARLES · title MEMBER → CHIEF EXECUTIVE OFFICER / MEMBER
  • ChangedMOCK, YASMEEN SOLLEE · title CO-CCO / MEMBER / PRINCIPAL OPERATING OFFICER → CHIEF COMPLIANCE OFFICER / MEMBER / PRINCIPAL OPERATING OFFICER
Mar 29, 2023 filing
  • ChangedBAIRD, SHEILA MAUREEN · title MEMBER AND CHIEF COMPLIANCE OFFICER / PRINCIPAL FINANCIAL OFFICER, CFO → MEMBER AND CHIEF COMPLIANCE OFFICER
  • ChangedMOCK, YASMEEN SOLLEE · title MEMBER / PRINCIPAL OPERATING OFFICER → CO-CCO / MEMBER / PRINCIPAL OPERATING OFFICER
  • ChangedVYAS, SAPAN "NMN" · title MEMBER, CO-FINOP → MEMBER, FINOP
Jan 28, 2022 filing
  • No longer listedKIMELMAN, MICHAEL G · MEMBER, CFO · 25–50% · control person · listed since Apr 1995
  • ChangedBAIRD, SHEILA MAUREEN · title MEMBER / MEMBER AND CHIEF COMPLIANCE OFFICER / PRINCIPAL FINANCIAL OFFICER → MEMBER AND CHIEF COMPLIANCE OFFICER / PRINCIPAL FINANCIAL OFFICER, CFO
  • ChangedKIMELMAN, SCOTT CHARLES · ownership 5–10% → 50–75%; now a control person
  • ChangedVYAS, SAPAN "NMN" · title MEMBER → MEMBER, CO-FINOP
Mar 22, 2021 filing
  • ChangedBAIRD, SHEILA MAUREEN · title MEMBER AND CHIEF COMPLIANCE OFFICER → MEMBER / MEMBER AND CHIEF COMPLIANCE OFFICER / PRINCIPAL FINANCIAL OFFICER; ownership 25–50% → 10–25%
  • ChangedMOCK, YASMEEN SOLLEE · title MEMBER → MEMBER / PRINCIPAL OPERATING OFFICER
Mar 25, 2016 filing
  • ChangedMOCK, YASMEEN SOLLEE · ownership 5–10% → 10–25%
  • ChangedVYAS, SAPAN "NMN" · ownership 5–10% → 10–25%
Mar 26, 2014 filing
  • AddedKIMELMAN, SCOTT CHARLES · MEMBER · 5–10%
  • AddedMOCK, YASMEEN SOLLEE · MEMBER · 5–10%
  • AddedVYAS, SAPAN "NMN" · MEMBER · 5–10%
  • ChangedBAIRD, SHEILA MAUREEN · ownership 50–75% → 25–50%
  • ChangedKIMELMAN, MICHAEL G · ownership 50–75% → 25–50%
Mar 30, 2012 filing (earliest on record)
  • ListedBAIRD, SHEILA MAUREEN · MEMBER AND CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedKIMELMAN, MICHAEL G · MEMBER, CFO · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 129 →

Top Trims

Show all 64 →

New Positions

Show all 7 →

Exited Positions

Show all 9 →

Kimelman & Baird, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $80.0M 5.89% 276,417 SH
2 MARVELL TECHNOLOGY INC MRVL 573874104 $71.0M 5.23% 238,388 SH
3 JPMORGAN CHASE & CO JPM 46625H100 $67.6M 4.98% 206,537 SH
4 AMAZON COM INC AMZN 023135106 $64.9M 4.78% 272,198 SH
5 COSTCO WHOLESALE CORPORATION COST 22160K105 $58.6M 4.31% 62,596 SH
6 ALPHABET INC GOOGL 02079K305 $55.8M 4.11% 156,145 SH
7 TJX COS INC NEW TJX 872540109 $49.5M 3.65% 326,989 SH
8 ELI LILLY & CO LLY 532457108 $48.4M 3.57% 40,384 SH
9 BANK OF AMER CORP BAC 060505104 $44.8M 3.30% 785,757 SH
10 WASTE MGMT INC DEL WM 94106L109 $44.7M 3.29% 200,490 SH
11 MICROSOFT CORP MSFT 594918104 $43.9M 3.24% 117,806 SH
12 HOME DEPOT INC HD 437076102 $41.2M 3.04% 116,890 SH
13 BLACKSTONE INC BX 09260D107 $36.5M 2.69% 310,353 SH
14 MASTERCARD INCORPORATED MA 57636Q104 $36.1M 2.66% 70,256 SH
15 VISA INC V 92826C839 $35.0M 2.58% 102,034 SH
16 COPART INC CPRT 217204106 $34.8M 2.56% 1,233,106 SH
17 OPENLANE INC OPLN 48238T109 $31.4M 2.32% 762,535 SH
18 OWENS CORNING NEW OC 690742101 $31.1M 2.29% 195,925 SH
19 INTERNATIONAL BUSINESS MACHS IBM 459200101 $30.4M 2.24% 108,096 SH
20 WASTE CONNECTIONS INC WCN 94106B101 $29.9M 2.20% 179,312 SH
21 UNION PAC CORP UNP 907818108 $27.8M 2.05% 102,304 SH
22 BOEING CO BA 097023105 $25.5M 1.88% 117,706 SH
23 UBER TECHNOLOGIES INC UBER 90353T100 $24.5M 1.80% 339,042 SH
24 DOVER CORP DOV 260003108 $21.5M 1.59% 96,000 SH
25 MERCK & CO INC MRK 58933Y105 $20.6M 1.52% 160,179 SH
26 LINDE PLC LIN G54950103 $18.6M 1.37% 35,853 SH
27 REGENERON PHARMACEUTICALS REGN 75886F107 $17.3M 1.27% 27,671 SH
28 NVIDIA CORPORATION NVDA 67066G104 $16.8M 1.24% 83,945 SH
29 HONEYWELL INTL INC HON 438516205 $14.5M 1.07% 64,973 SH
30 HONEYWELL AEROSPACE INC HONA 43849R105 $14.2M 1.04% 64,069 SH
31 EXXON MOBIL CORP XOM 30231G102 $13.3M 0.98% 97,180 SH
32 MEDTRONIC PLC MDT G5960L103 $12.8M 0.94% 163,671 SH
33 CISCO SYS INC CSCO 17275R102 $11.5M 0.85% 98,022 SH
34 ENPHASE ENERGY INC ENPH 29355A107 $10.1M 0.74% 204,838 SH
35 EMERSON ELEC CO EMR 291011104 $9.8M 0.72% 68,535 SH
36 DIGIMARC CORP DMRC 25382K100 $9.0M 0.66% 1,093,033 SH
37 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $8.7M 0.64% 9,025 SH
38 NUCOR CORP NUE 670346105 $8.3M 0.61% 37,265 SH
39 ABBVIE INC ABBV 00287Y109 $7.7M 0.57% 30,656 SH
40 CAMDEN NATL CORP CAC 133034108 $7.4M 0.55% 137,289 SH
41 MCDONALDS CORP MCD 580135101 $7.3M 0.54% 26,901 SH
42 M & T BK CORP MTB 55261F104 $7.1M 0.53% 29,950 SH
43 CHEVRON CORPORATION CVX 166764100 $6.7M 0.49% 40,433 SH
44 NEXTERA ENERGY INC NEE 65339F101 $6.0M 0.44% 68,124 SH
45 NETFLIX INC. NFLX 64110L106 $5.7M 0.42% 79,823 SH
46 AMGEN INC AMGN 031162100 $5.2M 0.38% 14,240 SH
47 SHELL PLC SHEL 780259305 $5.1M 0.38% 66,176 SH
48 GE AEROSPACE GE 369604301 $3.8M 0.28% 10,299 SH
49 ALPHABET INC GOOG 02079K107 $3.7M 0.28% 10,599 SH
50 AMERICAN EXPRESS CO AXP 025816109 $3.7M 0.28% 11,055 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $1.35B 261 0000890163-26-000007
2026-06-30 2026-08-18 $1.36B 261 0000890163-26-000009
2026-03-31 2026-05-13 $1.22B 263 0000890163-26-000005
2025-12-31 2026-02-06 $1.30B 263 0000890163-26-000003
2025-09-30 2025-11-25 $1.28B 307 0000890163-25-000012
Filer Information
Address
800 THIRD AVENUE
SUITE 2300
NEW YORK, NY 10022
Phone
(212) 686-0021
Filing Manager
Kimelman & Baird, LLC
New York, NY
Signatory
Joyce Chan
Operations Manager