Kimelman & Baird
Kimelman & Baird reported 261 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 18, 2026. Its largest holdings are AAPL (5.9%), MRVL (5.2%) and JPM (5.0%). Compared with Q1 2026, the fund opened new positions in HON, HONA and DMRC, added to LLY, IBM and BA, trimmed AAPL, MRVL and JPM and sold out of DMRC, DD and MMM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $80M | 5.9% | 276K | −1,744 (−1%) | 8 of 8 | |
| 2 |  MRVL Marvell Technology Inc | $71M | 5.2% | 238K | −8,394 (−3%) | 8 of 8 | |
| 3 |  JPM Jpmorgan Chase & Co. | $67.6M | 5.0% | 207K | −1,441 (−1%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $64.9M | 4.8% | 272K | −2,205 (−1%) | 8 of 8 | |
| 5 |  COST Costco Whsl Corp New | $58.6M | 4.3% | 63K | −126 (−0%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $55.8M | 4.1% | 156K | −2,008 (−1%) | 8 of 8 | |
| 7 |  TJX Tjx Cos Inc New | $49.5M | 3.6% | 327K | −2,423 (−1%) | 8 of 8 | |
| 8 |  LLY Eli Lilly & Co | $48.4M | 3.6% | 40K | +60 (+0%) | 8 of 8 | |
| 9 |  BAC Bank of America Corp | $44.8M | 3.3% | 786K | −5,944 (−1%) | 8 of 8 | |
| 10 |  WM Waste Mgmt Inc Del | $44.7M | 3.3% | 200K | −6,197 (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $29.3M | 130K |
 DMRC Digimarc Corp New | $4.1M | 839K |
 DD Dupont DE Nemours Inc | $425K | 9,272 |
 MMM 3M Co | $116K | 800 |
 DCOM Dime Cmnty Bancshares Inc | $92K | 2,729 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 18, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Kimelman & Baird 13F FAQ
What does Kimelman & Baird own?
Kimelman & Baird reported 261 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 18, 2026. Its largest holdings are AAPL (5.9%), MRVL (5.2%) and JPM (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Kimelman & Baird buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 20 added to, 39 trimmed and 9 sold out. New positions include HON, HONA and DMRC. It sold all of DMRC, DD and MMM.
When will Kimelman & Baird file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kimelman & Baird's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.