
KIMELMAN & BAIRD, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CPRT | 1.23M | $55.49M |
![]() | KAR | 809K | $23.27M |
![]() | BAC | 798K | $41.19M |
![]() | DMRC | 635K | $6.21M |
![]() | TJX | 338K | $48.88M |
![]() | UBER | 338K | $33.12M |
![]() | BX | 317K | $54.15M |
![]() | AAPL | 288K | $73.34M |
![]() | AMZN | 277K | $60.92M |
![]() | MRVL | 247K | $20.74M |
![]() | JPM | 235K | $74.25M |
![]() | WM | 211K | $46.62M |
![]() | OC | 206K | $29.19M |
![]() | WCN | 189K | $33.27M |
![]() | NKE | 183K | $12.77M |
![]() | MDT | 169K | $16.09M |
![]() | GOOGL | 166K | $40.40M |
![]() | MRK | 162K | $13.63M |
![]() | CAC | 146K | $5.64M |
![]() | DIS | 132K | $15.09M |

Copart, Inc.
CPRT
Shares Held
1.23M
Value
$55.49M

OPENLANE, Inc.
KAR
Shares Held
809K
Value
$23.27M

Bank of America Corporation
BAC
Shares Held
798K
Value
$41.19M

Digimarc Corporation
DMRC
Shares Held
635K
Value
$6.21M

The TJX Companies, Inc.
TJX
Shares Held
338K
Value
$48.88M

Uber Technologies, Inc.
UBER
Shares Held
338K
Value
$33.12M

Blackstone Inc.
BX
Shares Held
317K
Value
$54.15M

Apple Inc.
AAPL
Shares Held
288K
Value
$73.34M

Amazon.com, Inc.
AMZN
Shares Held
277K
Value
$60.92M

Marvell Technology, Inc.
MRVL
Shares Held
247K
Value
$20.74M

JPMorgan Chase & Co.
JPM
Shares Held
235K
Value
$74.25M

Waste Management, Inc.
WM
Shares Held
211K
Value
$46.62M

Owens Corning
OC
Shares Held
206K
Value
$29.19M

Waste Connections, Inc.
WCN
Shares Held
189K
Value
$33.27M

NIKE, Inc.
NKE
Shares Held
183K
Value
$12.77M

Medtronic plc
MDT
Shares Held
169K
Value
$16.09M

Alphabet Inc.
GOOGL
Shares Held
166K
Value
$40.40M

Merck & Co., Inc.
MRK
Shares Held
162K
Value
$13.63M

Camden National Corporation
CAC
Shares Held
146K
Value
$5.64M

The Walt Disney Company
DIS
Shares Held
132K
Value
$15.09M
