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Joyce Chan

Kimelman & Baird, Llc

Assets Managed
$1.215B
Holdings
263
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-6.63%(2Q avg: -2.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kimelman & Baird, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 263 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.215B in assets, with a quarterly growth rate of -6.63% and a 2-quarter average growth rate of -2.49%. The portfolio is managed by Joyce Chan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.15%
5.81%
$70.594M
278,161 shares@ $253.79 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.58%
5.15%
$62.498M
62,722 shares@ $996.44 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -10.18%
5.04%
$61.179M
207,978 shares@ $294.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.36%
4.71%
$57.15M
274,403 shares@ $208.28 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -0.81%
4.33%
$52.607M
329,412 shares@ $159.7 avg price
WM
Waste Management Inc
Recent Activity
Decreased -2.12%
3.91%
$47.495M
206,687 shares@ $229.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.23%
3.75%
$45.478M
158,153 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.67%
3.6%
$43.627M
117,857 shares@ $370.17 avg price
CPRT
Copart Inc
Recent Activity
Decreased -0.28%
3.37%
$40.931M
1.233M shares@ $33.21 avg price
HD
Home Depot Inc
Recent Activity
Decreased -0.58%
3.18%
$38.599M
117,361 shares@ $328.89 avg price

1-10 of 263