Kimelman & Baird, LLC

Name: Kimelman & Baird, LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 18, 2026. SEC CIK 1318103.

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Reported value$1.36bn
Positions260

Holdings: 260 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 261 lines; lines for the same security and option type are added together here.

Kimelman & Baird, LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Apple IncAAPL	COM	037833100	80.0	5.9%	276,417	Reduced−1,744
Marvell Technology IncMRVL	COM	573874104	71.0	5.2%	238,388	Reduced−8,394
Jpmorgan Chase & CoJPM	COM	46625H100	67.6	5.0%	206,537	Reduced−1,441
Amazon Com IncAMZN	COM	023135106	64.9	4.8%	272,198	Reduced−2,205
Costco Wholesale CorporationCOST	COM	22160K105	58.6	4.3%	62,596	Reduced−126
Alphabet IncGOOGL	CAP STK CL A	02079K305	55.8	4.1%	156,145	Reduced−2,008
TJX Cos Inc NewTJX	COM	872540109	49.5	3.7%	326,989	Reduced−2,423
ELI Lilly & CoLLY	COM	532457108	48.4	3.6%	40,384	Added+60
Bank of Amer CorpBAC	COM	060505104	44.8	3.3%	785,757	Reduced−5,944
Waste MGMT Inc DelWM	COM	94106L109	44.7	3.3%	200,490	Reduced−6,197
Microsoft CorpMSFT	COM	594918104	43.9	3.2%	117,806	Reduced−51
Home Depot IncHD	COM	437076102	41.2	3.0%	116,890	Reduced−471
Blackstone IncBX	COM	09260D107	36.5	2.7%	310,353	Reduced−2,313
Mastercard IncorporatedMA	CL A	57636Q104	36.1	2.7%	70,256	Reduced−705
Visa IncV	COM CL A	92826C839	35.0	2.6%	102,034	Added+2
Copart IncCPRT	COM	217204106	34.8	2.6%	1,233,106	Added+245
Openlane IncOPLN	COM	48238T109	31.4	2.3%	762,535	Reduced−17,349
Owens Corning NewOC	COM	690742101	31.1	2.3%	195,925	Reduced−305
International Business MachsIBM	COM	459200101	30.4	2.2%	108,096	Added+2,431
Waste Connections IncWCN	COM	94106B101	29.9	2.2%	179,312	Reduced−1,730
Union Pac CorpUNP	COM	907818108	27.8	2.1%	102,304	Unchanged
Boeing CoBA	COM	097023105	25.5	1.9%	117,706	Added+578
Uber Technologies IncUBER	COM	90353T100	24.5	1.8%	339,042	Added+391
Dover CorpDOV	COM	260003108	21.5	1.6%	96,000	Unchanged
Merck & Co IncMRK	COM	58933Y105	20.6	1.5%	160,179	Unchanged
Linde plc	SHS	G54950103	18.6	1.4%	35,853	Added+54
Regeneron PharmaceuticalsREGN	COM	75886F107	17.3	1.3%	27,671	Added+16,815
Nvidia CorporationNVDA	COM	67066G104	16.8	1.2%	83,945	Reduced−175
Honeywell International IncHON	COM	438516205	14.5	1.1%	64,973	New+64,973
Honeywell Aerospace IncHONA	COM	43849R105	14.2	1.0%	64,069	New+64,069
Exxon Mobil Corp	COM	30231G102	13.3	1.0%	97,180	Unchanged
Medtronic plc	SHS	G5960L103	12.8	0.9%	163,671	Reduced−6,219
Cisco Sys IncCSCO	COM	17275R102	11.5	0.8%	98,022	Added+768
Enphase Energy IncENPH	COM	29355A107	10.1	0.7%	204,838	Added+187,211
Emerson Elec CoEMR	COM	291011104	9.8	0.7%	68,535	Reduced−50
Digimarc CorpDMRC	COM	25382K100	9.0	0.7%	1,093,033	New+1,093,033
Seagate Technology HLDNGS PL	ORD SHS	G7997R103	8.7	0.6%	9,025	Unchanged
Nucor CorpNUE	COM	670346105	8.3	0.6%	37,265	Reduced−200
Abbvie IncABBV	COM	00287Y109	7.7	0.6%	30,656	Unchanged
Camden Natl CorpCAC	COM	133034108	7.4	0.5%	137,289	Reduced−1,050
McDonalds CorpMCD	COM	580135101	7.3	0.5%	26,901	Unchanged
M & T BK CorpMTB	COM	55261F104	7.1	0.5%	29,950	Unchanged
Chevron CorporationCVX	COM	166764100	6.7	0.5%	40,433	Unchanged
Nextera Energy IncNEE	COM	65339F101	6.0	0.4%	68,124	Reduced−300
Netflix Inc.NFLX	COM	64110L106	5.7	0.4%	79,823	Added+76,428
Amgen IncAMGN	COM	031162100	5.2	0.4%	14,240	Unchanged
Shell plcSHEL	SPON ADS	780259305	5.1	0.4%	66,176	Unchanged
GE AerospaceGE	COM NEW	369604301	3.8	0.3%	10,299	Unchanged
Alphabet IncGOOGL	CAP STK CL C	02079K107	3.7	0.3%	10,599	Reduced−125
American Express CoAXP	COM	025816109	3.7	0.3%	11,055	Added+1,764
Procter & Gamble CoPG	COM	742718109	2.9	0.2%	19,804	Unchanged
Travelers Companies IncTRV	COM	89417E109	2.8	0.2%	8,514	Unchanged
Steris plc	SHS USD	G8473T100	2.7	0.2%	12,666	Unchanged
Johnson & JohnsonJNJ	COM	478160104	2.6	0.2%	10,250	Reduced−200
Abbott LaboratoriesABT	COM	002824100	2.1	0.2%	23,506	Unchanged
Marsh & McLennan Cos IncMRSH	COM	571748102	2.1	0.2%	12,630	Unchanged
Sensient Technologies CorpSXT	COM	81725T100	2.1	0.2%	16,650	Unchanged
SPDR Gold TRGLD	GOLD SHS	78463V107	2.0	0.1%	5,390	Unchanged
Lumentum Holdings IncLITE	COM	55024U109	1.9	0.1%	2,254	Reduced−120
Kimco Realty CorpKIM	COM	49446R109	1.7	0.1%	68,125	Unchanged
GE Vernova IncGEV	COM	36828A101	1.6	0.1%	1,378	Unchanged
Minerals Technologies IncMTX	COM	603158106	1.6	0.1%	21,532	Unchanged
Ecolab IncECL	COM	278865100	1.6	0.1%	5,658	Unchanged
Sysco CorpSYY	COM	871829107	1.4	0.1%	16,599	Unchanged
Philip Morris International IncPM	COM	718172109	1.3	<0.1%	7,297	Unchanged
Mondelez International IncMDLZ	CL A	609207105	1.3	<0.1%	22,307	Unchanged
First Bancorp Inc MeFNLC	COM	31866P102	1.2	<0.1%	35,625	Unchanged
EOG Res IncEOG	COM	26875P101	1.2	<0.1%	9,400	Unchanged
Unilever plcUL	SPON ADR NEW	904767803	1.1	<0.1%	18,796	Unchanged
Novartis AGNVS	SPONSORED ADR	66987V109	1.1	<0.1%	6,850	Unchanged
Palo Alto Networks IncPANW	COM	697435105	1.0	<0.1%	3,064	Added+64
Pfizer IncPFE	COM	717081103	1.0	<0.1%	42,976	Unchanged
Vistra CorpVST	COM	92840M102	1.0	<0.1%	6,300	Added+100
UTZ Brands IncUTZ	COM CL A	918090101	1.0	<0.1%	128,584	Added+72,600
Trane Technologies plc	SHS	G8994E103	1.0	<0.1%	2,010	Reduced−180
SPDR Index SHS FDS	ST STR NAT ETF	78463X541	1.0	<0.1%	14,500	Unchanged
Bristol-Myers Squibb CoBMY	COM	110122108	0.9	<0.1%	15,525	Unchanged
Comcast Corp NewCMCSA	CL A	20030N101	0.9	<0.1%	34,778	Unchanged
Kroger CoKR	COM	501044101	0.8	<0.1%	15,300	Unchanged
Qualcomm IncQCOM	COM	747525103	0.8	<0.1%	4,100	Unchanged
Qnity Electronics IncQ	COMMON STOCK	74743L100	0.8	<0.1%	4,634	Unchanged
ConocophillipsCOP	COM	20825C104	0.7	<0.1%	6,850	Unchanged
Nisource IncNI	COM	65473P105	0.7	<0.1%	13,950	Unchanged
Genuine Parts CoGPC	COM	372460105	0.6	<0.1%	5,500	Unchanged
Meta Platforms IncMETA	CL A	30303M102	0.6	<0.1%	1,109	Added+82
Coca Cola CoKO	COM	191216100	0.6	<0.1%	7,400	Unchanged
Corteva IncCTVA	COM	22052L104	0.6	<0.1%	6,651	Unchanged
International Flavors&FragraIFF	COM	459506101	0.5	<0.1%	6,714	Unchanged
News Corp NewNWSA	CL A	65249B109	0.5	<0.1%	20,812	Unchanged
Smucker J M CoSJM	COM NEW	832696405	0.5	<0.1%	4,500	Unchanged
Fuller H B CoFUL	COM	359694106	0.5	<0.1%	8,400	Unchanged
Vanguard Index FDS	S&P 500 ETF SHS	922908363	0.5	<0.1%	694	Added+15
Texas Instrs IncTXN	COM	882508104	0.4	<0.1%	1,500	Unchanged
Dupont de Nemours IncDD	COMMON STOCK	26614N201	0.4	<0.1%	3,089	New+3,089
Wendys CoWEN	COM	95058W100	0.4	<0.1%	50,355	Unchanged
Palantir Technologies IncPLTR	CL A	69608A108	0.4	<0.1%	3,412	Added+939
State STR SPDR S&P 500 ETF TSPY	TR UNIT	78462F103	0.4	<0.1%	532	Unchanged
Disney Walt CoDIS	COM	254687106	0.4	<0.1%	3,951	Reduced−128,845
DOW Holdings IncDOW	COM	260557103	0.3	<0.1%	12,728	Unchanged
Ball CorpBALL	COM	058498106	0.3	<0.1%	5,265	Unchanged
Evergy IncEVRG	COM	30034W106	0.3	<0.1%	3,734	Unchanged
Colgate Palmolive CoCL	COM	194162103	0.3	<0.1%	3,500	Unchanged
Pepsico IncPEP	COM	713448108	0.3	<0.1%	2,323	Unchanged
General Mills IncGIS	COM	370334104	0.3	<0.1%	8,742	Reduced−3,200
ACV Auctions Inc	COM CL A	00091G104	0.3	<0.1%	40,905	Added+39,000
Guardant Health IncGH	COM	40131M109	0.3	<0.1%	1,900	Unchanged
Quaker HoughtonKWR	COM	747316107	0.3	<0.1%	1,582	Unchanged
Bank of Ny Mellon CorpBNY	COM	064058100	0.2	<0.1%	1,700	Unchanged
Marathon Pete CorpMPC	COM	56585A102	0.2	<0.1%	942	Unchanged
Archer Daniels Midland CoADM	COM	039483102	0.2	<0.1%	3,115	Unchanged
Enbridge IncENB	COM	29250N105	0.2	<0.1%	4,220	Unchanged
Fresenius Medical Care AGFMS	SPONSORED ADR	358029106	0.2	<0.1%	9,734	Unchanged
LCNB CorpLCNB	COM	50181P100	0.2	<0.1%	11,500	Unchanged
Berkshire Hathaway Inc DelBRK-B	CL B NEW	084670702	0.2	<0.1%	400	Unchanged
Newmont CorpNEM	COM	651639106	0.2	<0.1%	2,130	Unchanged
Watts Water Technologies IncWTS	CL A	942749102	0.2	<0.1%	500	Unchanged
KeycorpKEY	COM	493267108	0.2	<0.1%	8,000	Unchanged
EQT CorpEQT	COM	26884L109	0.2	<0.1%	3,375	Unchanged
Ishares TR	CORE S&P MCP ETF	464287507	0.2	<0.1%	2,250	Unchanged
Duke Energy Corp NewDUK	COM NEW	26441C204	0.2	<0.1%	1,332	Unchanged
Tesla IncTSLA	COM	88160R101	0.2	<0.1%	399	Added+11
Eaton Corp plc	SHS	G29183103	0.2	<0.1%	387	Unchanged
Kimberly-Clark CorpKMB	COM	494368103	0.1	<0.1%	1,350	Unchanged
Kinder Morgan Inc DelKMI	COM	49456B101	0.1	<0.1%	4,500	Unchanged
Cummins IncCMI	COM	231021106	0.1	<0.1%	200	Reduced−100
CSX CorpCSX	COM	126408103	0.1	<0.1%	3,000	Unchanged
SempraSRE	COM	816851109	0.1	<0.1%	1,500	Unchanged
Vanguard Index FDS	GROWTH ETF	922908736	0.1	<0.1%	1,566	Added+1,305
Caterpillar IncCAT	COM	149123101	0.1	<0.1%	124	Unchanged
JBT Marel CorporationJBTM	COM	477839104	0.1	<0.1%	900	Unchanged
Shopify IncSHOP	CL A SUB VTG SHS	82509L107	0.1	<0.1%	1,125	Unchanged
Solstice Advanced Matls IncSOLS	COM SHS	83443Q103	0.1	<0.1%	1,446	Reduced−1
FMC CorpFMC	COM NEW	302491303	0.1	<0.1%	10,000	Unchanged
Fedex CorpFDX	COM	31428X106	0.1	<0.1%	355	Unchanged
Westlake CorporationWLK	COM	960413102	0.1	<0.1%	1,500	Unchanged
Asml HLDG NV	N Y REGISTRY SHS	N07059210	0.1	<0.1%	55	Unchanged
Dell Technologies IncDELL	CL C	24703L202	0.1	<0.1%	252	Unchanged
Adobe IncADBE	COM	00724F101	0.1	<0.1%	523	Reduced−1
Keurig DR Pepper IncKDP	COM	49271V100	0.1	<0.1%	3,274	Unchanged
Phillips 66PSX	COM	718546104	0.1	<0.1%	625	Unchanged
RTX CorporationRTX	COM	75513E101	0.1	<0.1%	537	Unchanged
Vanguard Whitehall FDS	HIGH DIV YLD	921946406	0.1	<0.1%	619	Unchanged
Vanguard Index FDS	VALUE ETF	922908744	0.1	<0.1%	441	Unchanged
Ashland IncASH	COM	044186104	0.1	<0.1%	1,432	Reduced−1,300
Ameriprise Finl IncAMP	COM	03076C106	0.1	<0.1%	200	Unchanged
Verizon Communications IncVZ	COM	92343V104	0.1	<0.1%	2,044	Unchanged
AT&T IncT	COM	00206R102	0.1	<0.1%	4,058	Unchanged
Weyerhaeuser CoWY	COM NEW	962166104	0.1	<0.1%	3,413	Unchanged
Nike IncNKE	CL B	654106103	0.1	<0.1%	1,968	Reduced−188,026
Diageo plcDEO	SPON ADR NEW	25243Q205	0.1	<0.1%	1,000	Unchanged
Walmart IncWMT	COM	931142103	0.1	<0.1%	709	Reduced−1,000
Teleflex IncorporatedTFX	COM	879369106	0.1	<0.1%	627	Reduced−4
Franco Nev CorpFNV	COM	351858105	0.1	<0.1%	360	New+360
Lennar CorpLEN	CL A	526057104	0.1	<0.1%	825	Unchanged
Williams Cos IncWMB	COM	969457100	0.1	<0.1%	1,000	Unchanged
CF Industries HoldCF	COM	125269100	0.1	<0.1%	675	Unchanged
Public SVC Enterprise GroupPEG	COM	744573106	0.1	<0.1%	900	Unchanged
CME Group IncCME	COM	12572Q105	0.1	<0.1%	323	Unchanged
Loews CorpL	COM	540424108	0.1	<0.1%	601	Unchanged
Ishares TR	RUS 1000 GRW ETF	464287614	0.1	<0.1%	520	Added+390
Deere & CoDE	COM	244199105	0.1	<0.1%	100	Unchanged
Ishares TR	RUS MD CP GR ETF	464287481	0.1	<0.1%	428	Unchanged
Carpenter Technology CorpCRS	COM	144285103	0.1	<0.1%	100	Reduced−200
Centerpoint Energy IncCNP	COM	15189T107	0.1	<0.1%	1,400	Unchanged
Delta Air Lines IncDAL	COM NEW	247361702	0.1	<0.1%	650	Unchanged
US BancorpUSB	COM NEW	902973304	0.1	<0.1%	1,000	Unchanged
Marriott International Inc NewMAR	CL A	571903202	0.1	<0.1%	157	Reduced−18
Airbnb IncABNB	COM CL A	009066101	0.1	<0.1%	401	Reduced−748
Intel CorpINTC	COM	458140100	0.1	<0.1%	400	Reduced−400
International Paper CoIP	COM	460146103	0.1	<0.1%	1,450	Unchanged
Xcel Energy IncXEL	COM	98389B100	0.1	<0.1%	652	Unchanged
Ishares TR	CORE MSCI EAFE	46432F842	0.1	<0.1%	542	Unchanged
Zimmer Biomet Holdings IncZBH	COM	98956P102	0.1	<0.1%	600	Unchanged
Ingersoll Rand IncIR	COM	45687V106	0.1	<0.1%	626	Unchanged
Vanguard Whitehall FDS	INTL HIGH ETF	921946794	0.0	<0.1%	488	Unchanged
Lowes Cos IncLOW	COM	548661107	0.0	<0.1%	215	Unchanged
Allegion plc	ORD SHS	G0176J109	0.0	<0.1%	333	Unchanged
Ishares TR	RUS MDCP VAL ETF	464287473	0.0	<0.1%	284	Unchanged
Alliant Energy CorpLNT	COM	018802108	0.0	<0.1%	600	Unchanged
Motorola Solutions IncMSI	COM NEW	620076307	0.0	<0.1%	110	Unchanged
Ishares TR	CORE S&P TTL STK	464287150	0.0	<0.1%	269	Unchanged
YUM Brands IncYUM	COM	988498101	0.0	<0.1%	276	Unchanged
Lamb Weston Holdings IncLW	COM	513272104	0.0	<0.1%	999	Unchanged
Church & Dwight Co IncCHD	COM	171340102	0.0	<0.1%	440	Unchanged
Chubb Limited	COM	H1467J104	0.0	<0.1%	125	Unchanged
Starbucks CorpSBUX	COM	855244109	0.0	<0.1%	416	Unchanged
Darden Restaurants IncDRI	COM	237194105	0.0	<0.1%	200	Unchanged
OGE Energy CorpOGE	COM	670837103	0.0	<0.1%	844	Unchanged
Dominion Energy IncD	COM	25746U109	0.0	<0.1%	600	Unchanged
Progressive CorpPGR	COM	743315103	0.0	<0.1%	175	Unchanged
UGI Corp NewUGI	COM	902681105	0.0	<0.1%	1,050	Unchanged
Vanguard International Equity Index F	ALLWRLD EX US	922042775	0.0	<0.1%	432	Unchanged
Norfolk Southn CorpNSC	COM	655844108	0.0	<0.1%	100	Unchanged
Cognizant Technology SolutioCTSH	CL A	192446102	0.0	<0.1%	700	Unchanged
Churchill Downs IncCHDN	COM	171484108	0.0	<0.1%	300	Unchanged
Open Text CorpOTEX	COM	683715106	0.0	<0.1%	1,200	Unchanged
Fedex FGHT HLDG Co IncFDXF	COMMON STOCK	314352105	0.0	<0.1%	175	New+175
Target CorpTGT	COM	87612E106	0.0	<0.1%	200	Unchanged
Smurfit Westrock plc	SHS	G8267P108	0.0	<0.1%	550	Unchanged
Gilead Sciences IncGILD	COM	375558103	0.0	<0.1%	200	Unchanged
Morgan StanleyMS	COM NEW	617446448	0.0	<0.1%	120	Unchanged
Unitedhealth Group IncUNH	COM	91324P102	0.0	<0.1%	54	Unchanged
Corning IncGLW	COM	219350105	0.0	<0.1%	83	Unchanged
Newmark Group IncNMRK	CL A	65158N102	0.0	<0.1%	1,273	Unchanged
Space Exploration Techn CorpSPCX	CLASS A COM STK	84615Q103	0.0	<0.1%	100	New+100
Warner Bros Discovery Inc	COM SER A	934423104	0.0	<0.1%	640	Unchanged
Lockheed Martin CorpLMT	COM	539830109	0.0	<0.1%	30	Unchanged
Etsy IncETSY	COM	29786A106	0.0	<0.1%	200	Unchanged
Servicenow IncNOW	COM	81762P102	0.0	<0.1%	145	Reduced−1,500
Ford MTR CoF	COM	345370860	0.0	<0.1%	1,000	Unchanged
WEC Energy Group IncWEC	COM	92939U106	0.0	<0.1%	116	Unchanged
Broadcom IncAVGO	COM	11135F101	0.0	<0.1%	33	Unchanged
Kratos Defense & Sec SolutioKTOS	COM NEW	50077B207	0.0	<0.1%	250	Unchanged
Oracle CorpORCL	COM	68389X105	0.0	<0.1%	81	Unchanged
Valero Energy CorpVLO	COM	91913Y100	0.0	<0.1%	45	Unchanged
Wesbanco IncWSBC	COM	950810101	0.0	<0.1%	300	Unchanged
YUM China Holdings IncYUMC	COM	98850P109	0.0	<0.1%	276	Unchanged
United Parcel SVCS IncUPS	CL B	911312106	0.0	<0.1%	98	Reduced−4
Westamerica BancorporationWABC	COM	957090103	0.0	<0.1%	175	Reduced−75
Goldman Sachs Physical GoldAAAU	UNIT	38150K103	0.0	<0.1%	225	Unchanged
Viatris IncVTRS	COM	92556V106	0.0	<0.1%	459	Unchanged
The Campbells CompanyCPB	COM	134429109	0.0	<0.1%	300	Unchanged
Organon & CoOGN	COMMON STOCK	68622V106	0.0	<0.1%	450	Unchanged
Super Group SGHC Limited	ORD SHS	G8588X103	0.0	<0.1%	400	Unchanged
Humana IncHUM	COM	444859102	0.0	<0.1%	9	Unchanged
Orion S.A.	COM	L72967109	0.0	<0.1%	500	Unchanged
Siriusxm Holdings IncSIRI	COMMON STOCK	829933100	0.0	<0.1%	110	Unchanged
Keysight Technologies IncKEYS	COM	49338L103	0.0	<0.1%	9	Unchanged
Nebius Group N.V.	SHS CLASS A	N97284108	0.0	<0.1%	11	Unchanged
Agilent Technologies IncA	COM	00846U101	0.0	<0.1%	19	Unchanged
Liberty Broadband Corp	COM SER C	530307305	0.0	<0.1%	75	Unchanged
SLB LimitedSLB	COM STK	806857108	0.0	<0.1%	50	Unchanged
Four Corners Ppty TR IncFCPT	COM	35086T109	0.0	<0.1%	90	Unchanged
Blackrock Floating Rate Inco	COM	09255X100	0.0	<0.1%	200	Unchanged
T-Mobile US IncTMUS	COM	872590104	0.0	<0.1%	13	Unchanged
Paramount Skydance CorpSKYD	COM CL B	69932A204	0.0	<0.1%	179	Unchanged
Liberty Live Holdings IncLLYVA	COM SHS SER C	530909308	0.0	<0.1%	16	Unchanged
Denison Mines CorpDNN	COM	248356107	0.0	<0.1%	517	Unchanged
Occidental Pete Corp	*W EXP 08/03/202	674599162	0.0	<0.1%	56	Unchanged
Conagra Brands IncCAG	COM	205887102	0.0	<0.1%	100	Unchanged
Coinbase Global IncCOIN	COM CL A	19260Q107	0.0	<0.1%	9	Unchanged
Nexgen Energy LtdNXE	COM	65340P106	0.0	<0.1%	131	Unchanged
Itau Unibanco HLDG S aITUB	SPON ADR REP PFD	465562106	0.0	<0.1%	150	Unchanged
Kraft Heinz CoKHC	COM	500754106	0.0	<0.1%	50	Unchanged
Advanced Micro Devices IncAMD	COM	007903107	0.0	<0.1%	2	Unchanged
Eastman Kodak CoKODK	COM NEW	277461406	0.0	<0.1%	100	Unchanged
Nektar TherapeuticsNKTR	COM NEW	640268306	0.0	<0.1%	13	Unchanged
The Trade Desk IncTTD	COM CL A	88339J105	0.0	<0.1%	50	Unchanged
Analog Devices IncADI	COM	032654105	0.0	<0.1%	2	Unchanged
Iqvia Holdings IncIQV	COM	46266C105	0.0	<0.1%	3	Unchanged
Kyndryl Holdings IncKD	COMMON STOCK	50155Q100	0.0	<0.1%	40	Unchanged
Sprott FDS TR	URANI MINER ETF	85208P303	0.0	<0.1%	7	Unchanged
Liberty Global Ltd	COM CL C	G61188127	0.0	<0.1%	30	Unchanged
Lumen Technologies IncLUMN	COM	550241103	0.0	<0.1%	34	Unchanged
GE Healthcare Technologies IGEHC	COMMON STOCK	36266G107	0.0	<0.1%	4	Unchanged
Xerox Holdings CorpXRX	COM NEW	98421M106	0.0	<0.1%	50	Unchanged
Nokia CorpNOK	SPONSORED ADR	654902204	0.0	<0.1%	4	Unchanged
XP Inc	CL A	G98239109	0.0	<0.1%	3	Unchanged
Gopro IncGPRO	CL A	38268T103	0.0	<0.1%	25	Unchanged
Xerox Holdings CorpXRX	*W EXP 02/11/202	98421M114	0.0	<0.1%	25	Unchanged

Sold out: 10 positions

Held at the end of the quarter before and not reported this quarter.

Kimelman & Baird, LLC, positions sold out
Issuer	Class	CUSIP	Reported value$	Weight	Change on the quarter before
Ishares TR	S&P MC 400GR ETF	464287606	37.0	<0.1%	Sold out0
3M CoMMM	COM	88579Y101	0.0	0.0%	Sold out−800
Boeing Co	DEP CONV PFD A	097023204	0.0	0.0%	Sold out−300
Digimarc Corp New	COM	25381B101	0.0	0.0%	Sold out−838,695
Dime Cmnty Bancshares IncDCOM	COM	25432X102	0.0	0.0%	Sold out−2,729
DNP Select Income FD IncDNP	COM	23325P104	0.0	0.0%	Sold out−2,000
Dupont de Nemours Inc	COM	26614N102	0.0	0.0%	Sold out−9,272
Honeywell International Inc	COM	438516106	0.0	0.0%	Sold out−129,687
Putnam Premier Income TRPPT	SH BEN INT	746853100	0.0	0.0%	Sold out−2,529
Wells Fargo & Co	PERP PFD CNV A	949746804	0.0	0.0%	Sold out−25

Source: SEC EDGAR, Form 13F-HR, accession 0000890163-26-000009 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.