KIMELMAN & BAIRD, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 340 | $407.63K |
 | ALLE | 333 | $59.06K |
 | BA | 333 | $71.95K |
 | CME | 323 | $87.27K |
 | NMAX | 300 | $3.72K |
 | CHDN | 300 | $29.10K |
 | CMI | 300 | $126.71K |
 | CPB | 300 | $9.47K |
 | CRS | 300 | $73.66K |
 | EL | 300 | $26.44K |
 | MET | 300 | $24.71K |
 | PLTR | 300 | $54.73K |
 | WSBC | 300 | $9.58K |
 | YUMC | 276 | $11.85K |
 | YUM | 276 | $41.95K |
 | DELL | 252 | $35.73K |
 | KTOS | 250 | $22.84K |
 | SYK | 250 | $92.42K |
 | CDW | 250 | $39.82K |
 | GILD | 200 | $22.20K |
Netflix, Inc.
NFLX
Shares Held
340
Value
$407.63K
Allegion plc
ALLE
Shares Held
333
Value
$59.06K
The Boeing Company
BA
Shares Held
333
Value
$71.95K
CME Group Inc.
CME
Shares Held
323
Value
$87.27K
Newsmax, Inc.
NMAX
Shares Held
300
Value
$3.72K
Churchill Downs Incorporated
CHDN
Shares Held
300
Value
$29.10K
Cummins Inc.
CMI
Shares Held
300
Value
$126.71K
Campbell Soup Company
CPB
Shares Held
300
Value
$9.47K
Carpenter Technology Corporation
CRS
Shares Held
300
Value
$73.66K
The Estée Lauder Companies Inc.
EL
Shares Held
300
Value
$26.44K
MetLife, Inc.
MET
Shares Held
300
Value
$24.71K
Palantir Technologies Inc.
PLTR
Shares Held
300
Value
$54.73K
WesBanco, Inc.
WSBC
Shares Held
300
Value
$9.58K
Yum China Holdings, Inc.
YUMC
Shares Held
276
Value
$11.85K
Yum! Brands, Inc.
YUM
Shares Held
276
Value
$41.95K
Dell Technologies Inc.
DELL
Shares Held
252
Value
$35.73K
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
250
Value
$22.84K
Stryker Corporation
SYK
Shares Held
250
Value
$92.42K
CDW Corporation
CDW
Shares Held
250
Value
$39.82K
Gilead Sciences, Inc.
GILD
Shares Held
200
Value
$22.20K