KIMELMAN & BAIRD, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 1.23M | $40.93M |
 | DMRC | 839K | $4.12M |
 | BAC | 792K | $38.60M |
 | UBER | 339K | $24.36M |
 | TJX | 329K | $52.61M |
 | BX | 313K | $35.95M |
 | AAPL | 278K | $70.59M |
 | AMZN | 274K | $57.15M |
 | MRVL | 247K | $24.44M |
 | JPM | 208K | $61.18M |
 | WM | 207K | $47.49M |
 | OC | 196K | $21.24M |
 | NKE | 190K | $10.04M |
 | WCN | 181K | $29.41M |
 | MDT | 170K | $14.72M |
 | MRK | 160K | $19.27M |
 | GOOGL | 158K | $45.48M |
 | CAC | 138K | $6.56M |
 | DIS | 133K | $12.80M |
 | HON | 130K | $29.31M |
Copart, Inc.
CPRT
Shares Held
1.23M
Value
$40.93M
Digimarc Corp.
DMRC
Shares Held
839K
Value
$4.12M
Bank of America Corporation
BAC
Shares Held
792K
Value
$38.60M
Uber Technologies, Inc.
UBER
Shares Held
339K
Value
$24.36M
The TJX Companies, Inc.
TJX
Shares Held
329K
Value
$52.61M
Blackstone Inc.
BX
Shares Held
313K
Value
$35.95M
Apple Inc.
AAPL
Shares Held
278K
Value
$70.59M
Amazon.com, Inc.
AMZN
Shares Held
274K
Value
$57.15M
Marvell Technology, Inc.
MRVL
Shares Held
247K
Value
$24.44M
JPMorgan Chase & Co.
JPM
Shares Held
208K
Value
$61.18M
Waste Management, Inc.
WM
Shares Held
207K
Value
$47.49M
Owens Corning
OC
Shares Held
196K
Value
$21.24M
NIKE, Inc.
NKE
Shares Held
190K
Value
$10.04M
Waste Connections, Inc.
WCN
Shares Held
181K
Value
$29.41M
Medtronic plc
MDT
Shares Held
170K
Value
$14.72M
Merck & Co., Inc.
MRK
Shares Held
160K
Value
$19.27M
Alphabet Inc.
GOOGL
Shares Held
158K
Value
$45.48M
Camden National Corp.
CAC
Shares Held
138K
Value
$6.56M
The Walt Disney Company
DIS
Shares Held
133K
Value
$12.80M
Honeywell International Inc.
HON
Shares Held
130K
Value
$29.31M