KIMELMAN & BAIRD, LLC

PrivateCIK: 1318103
Location

NEW YORK, NY

263
Positions
$1.22B
Total AUM (reported)
9.85M
Total Shares

Allocation by class

TOTAL AUM$1.22B263 positions
COM$1.03B84.5%
CAP STK CL A$45.48M3.7%
CL A$39.55M3.3%
SHS$33.54M2.8%
COM CL A$31.44M2.6%
CL B$10.05M0.8%
SPON ADS$6.15M0.5%

Portfolio Concentration

Top 316.0%4–1026.8%11–2534.8%Rest22.4%TOP 1042.8%0%100%
Top 3$194.27M16.0%
4–10$325.89M26.8%
11–25$423.18M34.8%
Rest$271.86M22.4%

Top 3 weight

16.0%

Top 10 weight

42.8%

Voting Authority Distribution

Total shares with voting rights: 9.85M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

9.85M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole263
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings263
Rows:

APPLE INC

SOLE
COM
Shares278.16K
TypeSH
Market value$70.59M
5.81%
Sole
0.00
Shared
0.00
None
278.16K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares62.72K
TypeSH
Market value$62.50M
5.14%
Sole
0.00
Shared
0.00
None
62.72K

JPMORGAN CHASE & CO

SOLE
COM
Shares207.98K
TypeSH
Market value$61.18M
5.03%
Sole
0.00
Shared
0.00
None
207.98K

AMAZON COM INC

SOLE
COM
Shares274.40K
TypeSH
Market value$57.15M
4.70%
Sole
0.00
Shared
0.00
None
274.40K

TJX COS INC NEW

SOLE
COM
Shares329.41K
TypeSH
Market value$52.61M
4.33%
Sole
0.00
Shared
0.00
None
329.41K

WASTE MGMT INC DEL

SOLE
COM
Shares206.69K
TypeSH
Market value$47.49M
3.91%
Sole
0.00
Shared
0.00
None
206.69K

ALPHABET INC

SOLE
CAP STK CL A
Shares158.15K
TypeSH
Market value$45.48M
3.74%
Sole
0.00
Shared
0.00
None
158.15K

MICROSOFT CORP

SOLE
COM
Shares117.86K
TypeSH
Market value$43.63M
3.59%
Sole
0.00
Shared
0.00
None
117.86K

COPART INC

SOLE
COM
Shares1.23M
TypeSH
Market value$40.93M
3.37%
Sole
0.00
Shared
0.00
None
1.23M

HOME DEPOT INC

SOLE
COM
Shares117.36K
TypeSH
Market value$38.60M
3.18%
Sole
0.00
Shared
0.00
None
117.36K

BANK AMERICA CORP

SOLE
COM
Shares791.70K
TypeSH
Market value$38.60M
3.18%
Sole
0.00
Shared
0.00
None
791.70K

ELI LILLY & CO

SOLE
COM
Shares40.32K
TypeSH
Market value$37.09M
3.05%
Sole
0.00
Shared
0.00
None
40.32K

BLACKSTONE INC

SOLE
COM
Shares312.67K
TypeSH
Market value$35.95M
2.96%
Sole
0.00
Shared
0.00
None
312.67K

MASTERCARD INCORPORATED

SOLE
CL A
Shares70.96K
TypeSH
Market value$35.46M
2.92%
Sole
0.00
Shared
0.00
None
70.96K

VISA INC

SOLE
COM CL A
Shares102.03K
TypeSH
Market value$30.84M
2.54%
Sole
0.00
Shared
0.00
None
102.03K

WASTE CONNECTIONS INC

SOLE
COM
Shares181.04K
TypeSH
Market value$29.41M
2.42%
Sole
0.00
Shared
0.00
None
181.04K

HONEYWELL INTL INC

SOLE
COM
Shares129.69K
TypeSH
Market value$29.31M
2.41%
Sole
0.00
Shared
0.00
None
129.69K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares105.67K
TypeSH
Market value$25.61M
2.11%
Sole
0.00
Shared
0.00
None
105.67K

UNION PAC CORP

SOLE
COM
Shares102.30K
TypeSH
Market value$24.82M
2.04%
Sole
0.00
Shared
0.00
None
102.30K

MARVELL TECHNOLOGY INC

SOLE
COM
Shares246.78K
TypeSH
Market value$24.44M
2.01%
Sole
0.00
Shared
0.00
None
246.78K

UBER TECHNOLOGIES INC

SOLE
COM
Shares338.65K
TypeSH
Market value$24.36M
2.00%
Sole
0.00
Shared
0.00
None
338.65K

BOEING CO

SOLE
COM
Shares117.13K
TypeSH
Market value$23.31M
1.92%
Sole
0.00
Shared
0.00
None
117.13K

OPENLANE INC

SOLE
COM
Shares779.88K
TypeSH
Market value$22.73M
1.87%
Sole
0.00
Shared
0.00
None
779.88K

OWENS CORNING NEW

SOLE
COM
Shares196.23K
TypeSH
Market value$21.24M
1.75%
Sole
0.00
Shared
0.00
None
196.23K

DOVER CORP

SOLE
COM
Shares96K
TypeSH
Market value$20.01M
1.65%
Sole
0.00
Shared
0.00
None
96K
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