KIMELMAN & BAIRD, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 1.24M | $48.41M |
 | KAR | 810K | $24.12M |
 | BAC | 794K | $43.67M |
 | DMRC | 681K | $4.47M |
 | UBER | 339K | $27.67M |
 | TJX | 332K | $51.01M |
 | BX | 314K | $48.37M |
 | AAPL | 284K | $77.28M |
 | AMZN | 275K | $63.57M |
 | MRVL | 247K | $21.00M |
 | JPM | 232K | $74.62M |
 | WM | 211K | $46.40M |
 | OC | 197K | $22.06M |
 | WCN | 189K | $33.21M |
 | NKE | 185K | $11.78M |
 | MDT | 169K | $16.27M |
 | MRK | 160K | $16.86M |
 | GOOGL | 160K | $50.12M |
 | CAC | 139K | $6.05M |
 | DIS | 132K | $15.01M |
Copart, Inc.
CPRT
Shares Held
1.24M
Value
$48.41M
OPENLANE, Inc.
KAR
Shares Held
810K
Value
$24.12M
Bank of America Corporation
BAC
Shares Held
794K
Value
$43.67M
Digimarc Corporation
DMRC
Shares Held
681K
Value
$4.47M
Uber Technologies, Inc.
UBER
Shares Held
339K
Value
$27.67M
The TJX Companies, Inc.
TJX
Shares Held
332K
Value
$51.01M
Blackstone Inc.
BX
Shares Held
314K
Value
$48.37M
Apple Inc.
AAPL
Shares Held
284K
Value
$77.28M
Amazon.com, Inc.
AMZN
Shares Held
275K
Value
$63.57M
Marvell Technology, Inc.
MRVL
Shares Held
247K
Value
$21.00M
JPMorgan Chase & Co.
JPM
Shares Held
232K
Value
$74.62M
Waste Management, Inc.
WM
Shares Held
211K
Value
$46.40M
Owens Corning
OC
Shares Held
197K
Value
$22.06M
Waste Connections, Inc.
WCN
Shares Held
189K
Value
$33.21M
NIKE, Inc.
NKE
Shares Held
185K
Value
$11.78M
Medtronic plc
MDT
Shares Held
169K
Value
$16.27M
Merck & Co., Inc.
MRK
Shares Held
160K
Value
$16.86M
Alphabet Inc.
GOOGL
Shares Held
160K
Value
$50.12M
Camden National Corporation
CAC
Shares Held
139K
Value
$6.05M
The Walt Disney Company
DIS
Shares Held
132K
Value
$15.01M