§ 13F · FUND PROFILE
Kimelman & Baird, LLC.
AUM · $2.7B (13F)Positions · 522Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 276K | $80M | 3.0% | — |
| 2 | AAPL | APPLE INC | 276K | $80M | 3.0% | +99% |
| 3 | MRVL | MARVELL TECHNOLOGY INC | 238K | $71M | 2.6% | — |
| 4 | MRVL | MARVELL TECHNOLOGY INC | 238K | $71M | 2.6% | +93% |
| 5 | JPM | JPMORGAN CHASE & CO | 207K | $68M | 2.5% | +99% |
| 6 | JPM | JPMORGAN CHASE & CO | 207K | $68M | 2.5% | — |
| 7 | AMZN | AMAZON COM INC | 272K | $65M | 2.4% | — |
| 8 | AMZN | AMAZON COM INC | 272K | $65M | 2.4% | +98% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 63K | $59M | 2.2% | +100% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 63K | $59M | 2.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KIMELMAN SIGNAL
AC read
Kimelman & Baird, LLC is a Other fund managing $2.7 billion in assets. The fund runs a broad portfolio of 522 positions.
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