Institutional filer · SEC 13F · Q3 2025
Kimelman & Baird, LLC
The reported 13F portfolio of Kimelman & Baird, LLC (CIK 1318103) - top holdings, how concentrated the book is, and what changed last quarter.
- $1.3B
- Reported book
- 307
- Positions
- #52
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Kimelman & Baird, LLC ranks #52 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $1.3B across 307 positions, a moderately concentrated portfolio.
- $1.3B
- reported 13F value
- 307
- disclosed positions
- 5.8%
- in JPMORGAN CHASE & CO.
- #52
- of 360 filers
Top-5 share 25.8% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Kimelman & Baird, LLC ranks #52 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Kimelman & Baird, LLC sits by disclosed position count
Kimelman & Baird, LLC reports 307 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Kimelman & Baird, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
307 72nd of 360 higher than 288 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Kimelman & Baird, LLC reports $1.28B across 307 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1318103 · Q3 2025 $1.3B book
BOOK-HEAVY · POS-MID · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #52/360
- POS-MID 307 names
- CONC-MID 26% top-5
- LEAD-MIX 5.8% top
- PHOTO-FINISH SHUFRO ROSE &
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: SHUFRO ROSE & CO LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Kimelman & Baird, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$1.3B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | $74.3M | 5.8% |
| 2 | APPLE INC | $73.3M | 5.7% |
| 3 | MICROSOFT CORP | $63.3M | 4.9% |
| 4 | AMAZON COM INC | $60.9M | 4.8% |
| 5 | COSTCO WHSL CORP NEW | $58.4M | 4.6% |
| 6 | COPART INC | $55.5M | 4.3% |
| 7 | BLACKSTONE INC | $54.2M | 4.2% |
| 8 | TJX COS INC NEW | $48.9M | 3.8% |
| 9 | HOME DEPOT INC | $48.0M | 3.8% |
| 10 | WASTE MGMT INC DEL | $46.6M | 3.6% |
| 11 | MASTERCARD INCORPORATED | $45.9M | 3.6% |
| 12 | BANK AMERICA CORP | $41.2M | 3.2% |
| 13 | ALPHABET INC | $40.4M | 3.2% |
| 14 | VISA INC | $37.0M | 2.9% |
| 15 | ELI LILLY & CO | $33.4M | 2.6% |
| 16 | WASTE CONNECTIONS INC | $33.3M | 2.6% |
| 17 | UBER TECHNOLOGIES INC | $33.1M | 2.6% |
| 18 | INTERNATIONAL BUSINESS MACHS | $29.5M | 2.3% |
| 19 | OWENS CORNING NEW | $29.2M | 2.3% |
| 20 | HONEYWELL INTL INC | $27.3M | 2.1% |
| 21 | UNION PAC CORP | $24.2M | 1.9% |
| 22 | OPENLANE INC | $23.3M | 1.8% |
| 23 | MARVELL TECHNOLOGY INC | $20.7M | 1.6% |
| 24 | NORFOLK SOUTHN CORP | $17.1M | 1.3% |
| 25 | LINDE PLC | $16.8M | 1.3% |
Latest Quarter Trades · Q3 2025
New positions (200)
Frequently Asked Questions
- How big is Kimelman & Baird, LLC's 13F portfolio?
- Kimelman & Baird, LLC reports $1.3B of long US-equity positions across 307 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Kimelman & Baird, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Kimelman & Baird, LLC ranks #52 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Kimelman & Baird, LLC's largest position?
- Kimelman & Baird, LLC's largest reported position is JPMORGAN CHASE & CO. at $74.3M, about 5.8% of its reported book as of Q3 2025.
- What did Kimelman & Baird, LLC trade last quarter?
- In its Q3 2025 filing, Kimelman & Baird, LLC opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Kimelman & Baird, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($1.3B here).
Similar holding count
Nearest filers by number of disclosed positions (307 here).
Using this filing
- The rankings sort every tracked filer the same way Kimelman & Baird, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- SHUFRO ROSE & CO LLC reported the nearest book value ($1.3B) this quarter, a useful scale comparison for Kimelman & Baird, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.