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Kimelman & Baird, LLC

Q2 2026 Holdings

Filed 2026-08-05 | 261 holdings | $1.4B | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2026-08-18) | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
WEC Energy Group Inc(WEC)COM92939U106$13.5K1160.0%
Ford MTR Co(F)COM345370860$13.9K1,0000.0%
Servicenow Inc(NOW)COM81762P102$14.4K1450.0%
Etsy Inc(ETSY)COM29786A106$15.1K2000.0%
Lockheed Martin Corp(LMT)COM539830109$15.3K300.0%
Warner Bros Discovery Inc(WBD)COM SER A934423104$17.1K6400.0%
Space Exploration Techn Corp(SPCX)CLASS A COM STK84615Q103$17.1K1000.0%
Newmark Group Inc(NMRK)CL A65158N102$19.2K1,2730.0%
Corning Inc(GLW)COM219350105$21.2K830.0%
Unitedhealth Group Inc(UNH)COM91324P102$22.4K540.0%
Morgan Stanley(MS)COM NEW617446448$25.1K1200.0%
Gilead Sciences Inc(GILD)COM375558103$25.3K2000.0%
Smurfit Westrock PLC(SW)SHSG8267P108$25.4K5500.0%
Target Corp(TGT)COM87612E106$26.1K2000.0%
Fedex Fght Hldg Co Inc(FDXF)COMMON STOCK314352105$26.4K1750.0%
Open Text Corp(OTEX)COM683715106$26.6K1,2000.0%
Churchill Downs Inc(CHDN)COM171484108$26.9K3000.0%
Cognizant Technology Solutio(CTSH)CL A192446102$27.1K7000.0%
Norfolk Southn Corp(NSC)COM655844108$31.5K1000.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$36.2K4320.0%
UGI Corp New(UGI)COM902681105$36.3K1,0500.0%
Progressive Corp(PGR)COM743315103$38.2K1750.0%
Dominion Energy Inc(D)COM25746U109$41.0K6000.0%
OGE Energy Corp(OGE)COM670837103$41.1K8440.0%
Darden Restaurants Inc(DRI)COM237194105$41.2K2000.0%
Starbucks Corp(SBUX)COM855244109$42.5K4160.0%
Chubb Limited(CB)COMH1467J104$42.6K1250.0%
Church & Dwight Co Inc(CHD)COM171340102$42.6K4400.0%
Lamb Weston Hldgs Inc(LW)COM513272104$43.1K9990.0%
YUM Brands Inc(YUM)COM988498101$44.1K2760.0%
Ishares TR(ITOT)CORE S&P TTL STK464287150$44.2K2690.0%
Motorola Solutions Inc(MSI)COM NEW620076307$45.7K1100.0%
Alliant Energy Corp(LNT)COM018802108$45.8K6000.0%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$46.7K2840.0%
Allegion PLC(ALLE)ORD SHSG0176J109$46.8K3330.0%
Lowes COS Inc(LOW)COM548661107$47.4K2150.0%
Vanguard Whitehall FDS(VYMI)INTL HIGH ETF921946794$47.9K4880.0%
Ingersoll Rand Inc(IR)COM45687V106$51.3K6260.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$51.7K6000.0%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$52.3K5420.0%
Xcel Energy Inc(XEL)COM98389B100$52.4K6520.0%
International Paper Co(IP)COM460146103$55.2K1,4500.0%
Intel Corp(INTC)COM458140100$55.9K4000.0%
Airbnb Inc(ABNB)COM CL A009066101$57.4K4010.0%
Marriott Intl Inc New(MAR)CL A571903202$58.2K1570.0%
US Bancorp(USB)COM NEW902973304$60.4K1,0000.0%
Delta AIR Lines Inc(DAL)COM NEW247361702$60.9K6500.0%
Centerpoint Energy Inc(CNP)COM15189T107$61.7K1,4000.0%
Carpenter Technology Corp(CRS)COM144285103$61.7K1000.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$62.7K4280.0%
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