Kimelman & Baird, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
263
Total value ($000)
$1,301,554
Net value change ($000)
+21,127 (1.6%)
New positions
5
Sold out positions
49
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/25/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BA 25,390 35263.9%
LLY 11,648 34.9%
GOOGL 9,716 24.0%
AAPL 3,944 5.4%
MRK 3,226 23.7%
DOV 2,727 17.0%
AMZN 2,649 4.3%
BAC 2,476 6.0%
TJX 2,132 4.4%
AXP 1,837 442.7%
Top Reduces (Value $000, Stocks/ETFs)
HD -7,341 -15.3%
OC -7,124 -24.4%
CPRT -7,081 -12.8%
BX -5,790 -10.7%
UBER -5,446 -16.4%
MSFT -4,750 -7.5%
COST -3,980 -6.8%
HON -1,979 -7.2%
DMRC -1,742 -28.1%
LIN -1,692 -10.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type