KIMELMAN & BAIRD, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 1K | $48.33K |
 | F | 1K | $11.96K |
 | DEO | 1K | $95.43K |
 | WMB | 1K | $63.35K |
 | LW | 999 | $58.02K |
 | MPC | 942 | $181.56K |
 | FSK | 902 | $13.47K |
 | PEG | 900 | $75.11K |
 | TD | 883 | $70.59K |
 | LEN | 825 | $103.98K |
 | BCSF | 800 | $11.40K |
 | UPS | 742 | $61.95K |
 | WABC | 740 | $36.99K |
 | D | 730 | $44.66K |
 | SLVM | 726 | $32.10K |
 | CTSH | 700 | $46.95K |
 | CF | 675 | $60.55K |
 | XEL | 652 | $52.58K |
 | DAL | 650 | $36.89K |
 | WBD | 640 | $12.50K |
U.S. Bancorp
USB
Shares Held
1K
Value
$48.33K
Ford Motor Company
F
Shares Held
1K
Value
$11.96K
Diageo plc
DEO
Shares Held
1K
Value
$95.43K
The Williams Companies, Inc.
WMB
Shares Held
1K
Value
$63.35K
Lamb Weston Holdings, Inc.
LW
Shares Held
999
Value
$58.02K
Marathon Petroleum Corporation
MPC
Shares Held
942
Value
$181.56K
FS KKR Capital Corp.
FSK
Shares Held
902
Value
$13.47K
Public Service Enterprise Group Incorporated
PEG
Shares Held
900
Value
$75.11K
The Toronto-Dominion Bank
TD
Shares Held
883
Value
$70.59K
Lennar Corporation
LEN
Shares Held
825
Value
$103.98K
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
800
Value
$11.40K
United Parcel Service, Inc.
UPS
Shares Held
742
Value
$61.95K
Westamerica Bancorporation
WABC
Shares Held
740
Value
$36.99K
Dominion Energy, Inc.
D
Shares Held
730
Value
$44.66K
Sylvamo Corporation
SLVM
Shares Held
726
Value
$32.10K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
700
Value
$46.95K
CF Industries Holdings, Inc.
CF
Shares Held
675
Value
$60.55K
Xcel Energy Inc.
XEL
Shares Held
652
Value
$52.58K
Delta Air Lines, Inc.
DAL
Shares Held
650
Value
$36.89K
Warner Bros. Discovery, Inc.
WBD
Shares Held
640
Value
$12.50K