Kimelman & Baird, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
261
Total value ($000)
$1,348,270
Net value change ($000)
+133,070 (11.0%)
New positions
6
Sold out positions
8
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MRVL 46,569 190.5%
HONEYWELL INTL INC 14,547 NEW
HONEYWELL AEROSPACE INC 14,164 NEW
LLY 11,348 30.6%
GOOGL 10,323 22.7%
OC 9,908 46.7%
ENPH 9,420 1414.4%
AAPL 9,390 13.3%
REGN 8,866 105.7%
OPLN 8,713 38.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -29,313 -100.0%
DIS -12,419 -97.0%
NKE -9,954 -99.2%
CPRT -6,170 -15.1%
DMRC -4,118 -100.0%
COST -3,942 -6.3%
XOM -3,202 -19.4%
TJX -3,068 -5.8%
WM -2,810 -5.9%
MDT -1,917 -13.0%
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