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Joyce Chan

@Kimelman & Baird, Llc

Latest period2024 - Q3ReportedManaged Assets$1.253BTotal holdings364
Assets growth rate3.38%Assets growth rate (2-Q avg)5.74%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Kimelman & Baird, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 364 positions.

Assets under management

The assets under management (AUM) of Kimelman & Baird, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.253B in assets, with a quarterly growth rate of 3.38% and a 2-quarter average growth rate of 5.74%. The portfolio is managed by Joyce Chan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HONHoneywell Intl Inc
Recent Activity
Increased 0.66%
2.14%
$26.819M
129,742 shares@ $206.71 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.12%
1.83%
$22.838M
103,304 shares@ $221.09 avg price
NVDANvidia Corporation
Recent Activity
Increased 680.44%
0.5%
$6.245M
51,423 shares@ $121.45 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 100%
0.03%
$332,085
2,144 shares@ $154.9 avg price
ENBEnbridge Inc
Recent Activity
Increased 48.08%
0.02%
$171,375
4,220 shares@ $40.62 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 2670%
0.01%
$116,202
2,770 shares@ $41.96 avg price
CATCaterpillar Inc
Recent Activity
Increased 42.86%
0.01%
$39,112
100 shares@ $391.12 avg price