KIMELMAN & BAIRD, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOW | 91 | $83.75K |
 | FCPT | 90 | $2.20K |
 | INTU | 75 | $51.22K |
 | ROP | 75 | $37.40K |
 | LBRDK | 75 | $4.77K |
 | ZIMV | 60 | $1.14K |
 | OXY-WT | 56 | $1.43K |
 | ENPH | 55 | $1.95K |
 | NU | 55 | $881 |
 | ASML | 55 | $53.24K |
 | REGN | 54 | $30.36K |
 | XRX | 50 | $188 |
 | TTD | 50 | $2.45K |
 | KD | 40 | $1.20K |
 | LUMN | 34 | $209 |
 | ACVA | 33 | $328 |
 | LLYVK | 32 | $3.10K |
 | LBTYK | 30 | $353 |
 | HDB | 26 | $889 |
 | WFC-PL | 25 | $30.86K |
ServiceNow, Inc.
NOW
Shares Held
91
Value
$83.75K
Four Corners Property Trust, Inc.
FCPT
Shares Held
90
Value
$2.20K
Intuit Inc.
INTU
Shares Held
75
Value
$51.22K
Roper Technologies, Inc.
ROP
Shares Held
75
Value
$37.40K
Liberty Broadband Corporation
LBRDK
Shares Held
75
Value
$4.77K
ZimVie Inc.
ZIMV
Shares Held
60
Value
$1.14K
Occidental Petroleum Corporation
OXY-WT
Shares Held
56
Value
$1.43K
Enphase Energy, Inc.
ENPH
Shares Held
55
Value
$1.95K
Nu Holdings Ltd.
NU
Shares Held
55
Value
$881
ASML Holding N.V.
ASML
Shares Held
55
Value
$53.24K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
54
Value
$30.36K
Xerox Holdings Corporation
XRX
Shares Held
50
Value
$188
The Trade Desk, Inc.
TTD
Shares Held
50
Value
$2.45K
Kyndryl Holdings, Inc.
KD
Shares Held
40
Value
$1.20K
Lumen Technologies, Inc.
LUMN
Shares Held
34
Value
$209
ACV Auctions Inc.
ACVA
Shares Held
33
Value
$328
Liberty Live Group
LLYVK
Shares Held
32
Value
$3.10K
Liberty Global plc
LBTYK
Shares Held
30
Value
$353
HDFC Bank Limited
HDB
Shares Held
26
Value
$889
Wells Fargo & Company
WFC-PL
Shares Held
25
Value
$30.86K