Kimelman & Baird, LLC
CIK 0001318103 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-18 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.36B
2026 Q2
Positions
261
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
5.9%
MRVL
MARVELL TECHNOLOGY INC
5.2%
JPM
JPMORGAN CHASE & CO
5.0%
AMZN
AMAZON COM INC
4.8%
COST
COSTCO WHOLESALE CORPORATION
4.3%
GOOGL
ALPHABET INC
4.1%
TJX
TJX COS INC NEW
3.7%
LLY
ELI LILLY & CO
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.