Long-term investor
Kimelman & Baird, LLC @kimelmanbairdllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001318103).
Record
- Tracked since 2025-06-30 (454 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +41.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.9% · long · since 2025-06-30
- MRVL · 5.3% · long · since 2025-06-30
- JPM · 5.0% · long · since 2025-06-30
- AMZN · 4.8% · long · since 2025-06-30
- COST · 4.3% · long · since 2025-06-30
- GOOGL · 4.1% · long · since 2025-06-30
- TJX · 3.7% · long · since 2025-06-30
- LLY · 3.6% · long · since 2025-06-30
- BAC · 3.3% · long · since 2025-06-30
- WM · 3.3% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- HD · 3.1% · long · since 2025-06-30