Kimelman & Baird, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
263
Total value ($000)
$1,215,200
Net value change ($000)
-86,354 (-6.6%)
New positions
11
Sold out positions
12
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
REGN 8,146 3366.1%
COST 8,094 14.9%
CSCO 6,012 391.9%
XOM 4,793 41.0%
HON 3,978 15.7%
MRVL 3,449 16.4%
LIN 2,613 17.3%
TRV 2,483 NEW
MRK 2,408 14.3%
CVX 2,170 35.0%
Top Reduces (Value $000, Stocks/ETFs)
NSC -16,393 -99.8%
MSFT -14,936 -25.5%
JPM -13,438 -18.0%
BX -12,412 -25.7%
MA -9,398 -21.0%
LLY -7,916 -17.6%
CPRT -7,475 -15.4%
AAPL -6,689 -8.7%
AMZN -6,422 -10.1%
V -6,402 -17.2%
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