Kimelman & Baird, LLC: 13F holdings
CIK 13181032026Q2
| Positions | 261 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-08-18 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 276,417 | $80.0m | 5.9% |
| MRVL MARVELL TECHNOLOGY INC | 238,388 | $71.0m | 5.2% |
| JPM JPMORGAN CHASE & CO | 206,537 | $67.6m | 5.0% |
| AMZN AMAZON COM INC | 272,198 | $64.9m | 4.8% |
| COST COSTCO WHOLESALE CORPORATION | 62,596 | $58.6m | 4.3% |
| GOOGL ALPHABET INC | 156,145 | $55.8m | 4.1% |
| TJX TJX COS INC NEW | 326,989 | $49.5m | 3.7% |
| LLY ELI LILLY & CO | 40,384 | $48.4m | 3.6% |
| BAC BANK OF AMER CORP | 785,757 | $44.8m | 3.3% |
| WM WASTE MGMT INC DEL | 200,490 | $44.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1318103")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.