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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Kimelman & Baird, LLC

Quarter ended Q3 2024 · Filed November 15, 2024 · Accession 0000890163-24-000018

Total Value
$1.25B
Positions
364
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (364)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL308,098$71.8M5.73%
2COPART INCCPRT1,281,612$67.2M5.36%
3COSTCO WHSL CORP NEW22160K10564,898$57.5M4.59%
4JPMORGAN CHASE & CO.VYLD256,612$54.1M4.32%
5MICROSOFT CORPMSFT125,070$53.8M4.29%
6AMAZON COM INCAMZN282,930$52.7M4.21%
7BLACKSTONE INCBX327,417$50.1M4.00%
8HOME DEPOT INCHD121,520$49.2M3.93%
9ALPHABET INCGOOG284,442$47.2M3.76%
10WASTE MGMT INC DEL94106L109216,670$45.0M3.59%
11MASTERCARD INCORPORATEDMA84,831$41.9M3.34%
12TJX COS INC NEW872540109340,949$40.1M3.20%
13OWENS CORNING NEWOC205,096$36.2M2.89%
14WASTE CONNECTIONS INCWCN191,076$34.2M2.73%
15ELI LILLY & COLLY36,590$32.4M2.59%
16BANK AMERICA CORP060505104808,356$32.1M2.56%
17VISA INCV109,830$30.2M2.41%
18HONEYWELL INTL INC438516106129,742$26.8M2.14%
19UNION PAC CORPUNP105,304$26.0M2.07%
20UBER TECHNOLOGIES INCUBER330,953$24.9M1.98%
21TELEFLEX INCORPORATEDTFX99,527$24.6M1.96%
22INTERNATIONAL BUSINESS MACHSINTR103,304$22.8M1.82%
23UNITED PARCEL SERVICE INCUPS137,577$18.8M1.50%
24MERCK & CO INCMRK162,900$18.5M1.48%
25DOVER CORPDOV96,000$18.4M1.47%
26ADOBE INCADBE33,835$17.5M1.40%
27NIKE INCNKE188,308$16.6M1.33%
28DIGIMARC CORP NEWDMRC581,755$15.6M1.25%
29LINDE PLCLIN30,732$14.7M1.17%
30NORFOLK SOUTHN CORP65584410856,880$14.1M1.13%
31EMERSON ELEC COEMR118,685$13.0M1.04%
32DISNEY WALT CO254687106133,299$12.8M1.02%
33EXXON MOBIL CORPXOM103,706$12.2M0.97%
34MCDONALDS CORPMCD28,100$8.6M0.68%
35NEXTERA ENERGY INCNEE-PW83,453$7.1M0.56%
36STERIS PLCSTE28,699$7.0M0.56%
37ABBVIE INCABBV33,766$6.7M0.53%
38NUCOR CORPNUE42,100$6.3M0.50%
39CHEVRON CORP NEWCVX42,932$6.3M0.50%
40NVIDIA CORPORATIONNVDA51,423$6.2M0.50%
41CAMDEN NATL CORP133034108149,797$6.2M0.49%
42ALPHABET INCGOOG36,859$6.2M0.49%
43M & T BK CORP55261F10429,950$5.3M0.43%
44AMGEN INCAMGN16,300$5.3M0.42%
45SHELL PLCRYDAF66,176$4.4M0.35%
46PROCTER AND GAMBLE CO74271810922,970$4.0M0.32%
47ABBOTT LABSABLZF29,939$3.4M0.27%
48MARSH & MCLENNAN COS INC57174810212,895$2.9M0.23%
49ENPHASE ENERGY INCENPH23,273$2.6M0.21%
50DUPONT DE NEMOURS INCDD28,783$2.6M0.20%
51GE AEROSPACE36960430112,749$2.4M0.19%
52TRAVELERS COMPANIES INCTRV8,536$2.0M0.16%
53MINERALS TECHNOLOGIES INCMTX24,782$1.9M0.15%
54DOW INCDOW31,981$1.7M0.14%
55MONDELEZ INTL INC60920710523,355$1.7M0.14%
56KIMCO RLTY CORP49446R10973,125$1.7M0.14%
57JOHNSON & JOHNSONJNJ10,396$1.7M0.13%
58COMCAST CORP NEWCCZ34,778$1.5M0.12%
59ECOLAB INCECL5,658$1.4M0.12%
60UNILEVER PLCUNLYF21,610$1.4M0.11%
61SENSIENT TECHNOLOGIES CORPSXT17,350$1.4M0.11%
62PFIZER INCPFE46,941$1.4M0.11%
63SPDR GOLD TRGLD5,490$1.3M0.11%
64SEAGATE TECHNOLOGY HLDNGS PLSE12,014$1.3M0.10%
65SYSCO CORPSYY16,749$1.3M0.10%
66CISCO SYS INCCSCO23,645$1.3M0.10%
67EOG RES INCEOG10,095$1.2M0.10%
68PHILIP MORRIS INTL INC7181721099,293$1.1M0.09%
69BRISTOL-MYERS SQUIBB COCELG-RI21,347$1.1M0.09%
70WENDYS CO95058W10058,878$1.0M0.08%
71KIMBERLY-CLARK CORPKMB7,100$1.0M0.08%
72GENERAL MLS INC37033410413,542$1.0M0.08%
73TRANE TECHNOLOGIES PLCTT2,565$997,0930.08%
74COLGATE PALMOLIVE COCL9,500$986,1950.08%
75CONOCOPHILLIPSCOP9,250$973,8400.08%
76UTZ BRANDS INCUTZ54,484$964,3670.08%
77INTERNATIONAL FLAVORS&FRAGRA4595061019,014$945,8400.08%
78FIRST BANCORP INC MEFNLC34,125$898,1700.07%
79KROGER COKR15,300$876,6900.07%
80SPDR INDEX SHS FDS78463X54114,500$836,2150.07%
81NOVARTIS AGNVSEF6,850$787,8870.06%
82GENUINE PARTS COGPC5,500$768,2400.06%
833M COMMM5,400$738,1800.06%
84VISTRA CORPVST6,200$734,9480.06%
85QUALCOMM INCQCOM4,100$697,2050.06%
86COCA COLA COKO9,670$694,9190.06%
87FULLER H B COFUL8,650$686,6370.05%
88BALL CORPBALL10,065$683,5150.05%
89QUAKER HOUGHTON7473161073,992$672,6130.05%
90GE VERNOVA INCGEV2,614$666,5180.05%
91FMC CORPFMC10,000$659,4000.05%
92UNITEDHEALTH GROUP INCUNH1,053$615,6350.05%
93INTERNATIONAL PAPER CO46014610312,500$610,6250.05%
94NISOURCE INCNI16,950$587,3180.05%
95NEWS CORP NEWNWSLL21,942$584,3160.05%
96META PLATFORMS INCMETA1,002$573,5850.05%
97THE CIGNA GROUP1255231001,606$556,3830.04%
98SMUCKER J M CO8326964054,500$544,9500.04%
99PEPSICO INCPEP3,177$540,1640.04%
100PALO ALTO NETWORKS INCPANW1,500$512,7000.04%
101SMURFIT WESTROCK PLCSW10,340$511,0030.04%
102CORTEVA INCCTVA7,703$452,8600.04%
103ASHLAND INCASH4,728$411,1950.03%
104HESS CORPHESM3,000$407,4000.03%
105ISHARES TR4642878043,400$397,6640.03%
106AMERICAN EXPRESS COAXP1,425$386,4600.03%
107LUMENTUM HLDGS INCLITE5,949$377,0480.03%
108SPDR S&P 500 ETF TRSPY649$372,3710.03%
109VANGUARD INDEX FDS922908363679$358,2890.03%
110WALMART INCWMT4,178$337,4090.03%
111WILLIAMS SONOMA INCWSM2,144$332,0850.03%
112TEXAS INSTRS INC8825081041,500$309,8550.02%
113ORION S.A.OEC17,285$307,8460.02%
114GENERAL DYNAMICS CORPGD1,000$302,2000.02%
115CHIPOTLE MEXICAN GRILL INCCMG5,000$288,1000.02%
116STARBUCKS CORPSBUX2,816$274,5320.02%
117NETFLIX INCNFLX375$265,9770.02%
118PHILLIPS EDISON & CO INCPECO6,725$253,6000.02%
119EVERGY INCEVRG4,054$251,3890.02%
120ARCHER DANIELS MIDLAND COADM4,116$245,8900.02%
121CONAGRA BRANDS INCCAG7,265$236,2580.02%
122BERKSHIRE HATHAWAY INC DELBRK-A500$230,1300.02%
123WESTLAKE CORPORATIONWLK1,500$225,4350.02%
124SKYWORKS SOLUTIONS INCSWKS2,250$222,2330.02%
125FRESENIUS MEDICAL CARE AGFMCQF9,734$207,3350.02%
126EATON CORP PLCETN597$197,8700.02%
127BLACKROCK MUNIVEST FD INCBLK26,032$197,8410.02%
128STRYKER CORPORATIONSYK500$180,6300.01%
129LCNB CORPLCNB11,500$173,3050.01%
130ENBRIDGE INCENNPF4,220$171,3750.01%
131GE HEALTHCARE TECHNOLOGIES IGEHC1,820$170,8070.01%
132SHOPIFY INCSHOP2,000$160,2800.01%
133LENNAR CORPLEN-B825$154,6710.01%
134DUKE ENERGY CORP NEWDUKB1,332$153,5800.01%
135MARATHON PETE CORPMARA942$153,4620.01%
136LAMB WESTON HLDGS INCLW2,347$151,9450.01%
137BLACKROCK MUNIVEST FD II INCBLK13,238$150,7760.01%
138ALTRIA GROUP INCMO2,779$141,8520.01%
139DIAGEO PLCDGEAF1,000$140,3400.01%
140VERIZON COMMUNICATIONS INCVZ3,081$138,3680.01%
141EXACT SCIENCES CORP30063P1051,997$136,0360.01%
142KEURIG DR PEPPER INCKDP3,579$134,1410.01%
143KEYCORP4932671088,000$134,0000.01%
144AMERIPRISE FINL INC03076C106280$131,5470.01%
145SEMPRASREA1,500$125,4450.01%
146EQT CORPEQT3,375$123,6600.01%
147BANK NEW YORK MELLON CORP0640581001,700$122,1620.01%
148VANGUARD WHITEHALL FDS921946406939$120,3800.01%
149SCHLUMBERGER LTDSLB2,770$116,2020.01%
150WEYERHAEUSER CO MTN BEWY3,413$115,5650.01%
151FEDEX CORPFDX420$114,9460.01%
152DEERE & CODE273$113,9320.01%
153VANGUARD INDEX FDS922908744641$111,9000.01%
154APPLIED MATLS INC038222105516$104,3400.01%
155WATTS WATER TECHNOLOGIES INCWTS500$103,5950.01%
156CSX CORPCSX3,000$103,5900.01%
157VANGUARD INDEX FDS922908736261$100,2060.01%
158KINDER MORGAN INC DELEP-PC4,500$99,4050.01%
159TESLA INCTSLA375$98,1120.01%
160SYLVAMO CORPSLVM1,135$97,4400.01%
161CUMMINS INCCMI300$97,1370.01%
162AT&T INCT-PC4,252$93,5440.01%
163KRAFT HEINZ COKHC2,595$91,1110.01%
164JOHN BEAN TECHNOLOGIES CORPJBTM900$88,6590.01%
165PHILLIPS 66PSX625$82,1570.01%
166PUBLIC SVC ENTERPRISE GRP IN744573106900$80,2890.01%
167PIMCO MUN INCOME FD72200R1077,712$79,5890.01%
168DIME CMNTY BANCSHARES INC25432X1022,729$78,5880.01%
169NEWMONT CORPNEMCL1,425$76,1670.01%
170FISERV INCFISV400$71,8600.01%
171PARAMOUNT GLOBAL92556H2066,579$69,8690.01%
172BOEING COBA-PA440$66,8980.01%
173ZIMMER BIOMET HOLDINGS INCZBH600$64,7700.01%
174ARCADIUM LITHIUM PLCG0508H11022,503$64,1340.01%
175INGERSOLL RAND INCIR626$61,4490.00%
176ISHARES TR46435G516692$58,2460.00%
177CF INDS HLDGS INC125269100675$57,9150.00%
178REGENERON PHARMACEUTICALSREGN54$56,7670.00%
179CDW CORPCDW250$56,5750.00%
180TORONTO DOMINION BK ONTTORO883$55,8570.00%
181RTX CORPORATIONRTX456$55,2490.00%
182TARGET CORPTGT350$54,5510.00%
183COGNIZANT TECHNOLOGY SOLUTIOCTSH700$54,0260.00%
184SHAKE SHACK INCSHAK500$51,6050.00%
185VANGUARD WHITEHALL FDS921946794694$50,9540.00%
186ISHARES TR464287481428$50,2010.00%
187MOTOROLA SOLUTIONS INCMSI110$49,4600.00%
188ISHARES TR464287614130$48,8000.00%
189ALLIANT ENERGY CORPLNT800$48,5520.00%
190ALLEGION PLCALLE333$48,5320.00%
191CARPENTER TECHNOLOGY CORPCRS300$47,8740.00%
192LOEWS CORPL601$47,5100.00%
193FABRINETFN200$47,2880.00%
194INTUITINTU75$46,5750.00%
195CHURCH & DWIGHT CO INCCHD440$46,0770.00%
196LOWES COS INC548661107170$46,0450.00%
197VANGUARD WHITEHALL FDS921946810521$45,9940.00%
198ASML HOLDING N VASMLF55$45,8290.00%
199US BANCORP DELUSB-PS1,000$45,7300.00%
200WILLIAMS COS INC9694571001,000$45,6500.00%
201MOSAIC CO NEWMOS1,700$45,5260.00%
202PROGRESSIVE CORP743315103175$44,4080.00%
203OGE ENERGY CORPOGE1,056$43,3180.00%
204XCEL ENERGY INCXELLL652$42,5760.00%
205ISHARES TR46432F842542$42,3040.00%
206MARRIOTT INTL INC NEW571903202170$42,2620.00%
207DOMINION ENERGY INCD730$42,1870.00%
208ROPER TECHNOLOGIES INCROP75$41,7330.00%
209CENTERPOINT ENERGY INCCNP1,400$41,1880.00%
210WISDOMTREE TRWT763$40,9740.00%
211ISHARES INC46434G8631,124$40,9250.00%
212CHURCHILL DOWNS INCCHDN300$40,5630.00%
213OPEN TEXT CORPOTEX1,200$39,9360.00%
214CATERPILLAR INCCAT100$39,1120.00%
215YUM BRANDS INCYUM276$38,5600.00%
216ISHARES TR464287226375$37,9770.00%
217ISHARES TR464287473284$37,5590.00%
218WESTAMERICA BANCORPORATIONWABC740$36,5710.00%
219CHUBB LIMITEDCB125$36,0490.00%
220INVESCO EXCHANGE TRADED FD TIVZ910$34,3070.00%
221ISHARES TR464287150269$33,7920.00%
222CARLYLE SECURED LENDING INCCGBD1,950$33,0920.00%
223DELTA AIR LINES INC DELDAL650$33,0140.00%
224DARDEN RESTAURANTS INCDRI200$32,8260.00%
225ISHARES TR46435U663747$31,2400.00%
226LAUDER ESTEE COS INC518439104300$29,9070.00%
227DELL TECHNOLOGIES INCDELL252$29,8730.00%
228NUSHARES ETF TRNU662$27,6190.00%
229ISHARES TR464287606300$27,6080.00%
230UGI CORP NEW9026811051,050$26,2710.00%
231FORD MTR CO3453708602,360$24,9220.00%
232METLIFE INCMET-PF300$24,7440.00%
233PIMCO ETF TR72201R817247$24,5650.00%
234DAVE & BUSTERS ENTMT INC238337109700$23,8350.00%
235EXCHANGE TRADED CONCEPTS TRU301505707401$22,8860.00%
236FOX CORPFOX506$21,4190.00%
237DNP SELECT INCOME FD INC23325P1042,000$20,0800.00%
238SKECHERS U S A INC830566105300$20,0760.00%
239NEWMARK GROUP INCNMRK1,273$19,7700.00%
240VANGUARD BD INDEX FDS921937827250$19,6730.00%
241INTEL CORPINTC768$18,0220.00%
242FS KKR CAP CORPFSK902$17,7970.00%
243MEDTRONIC PLCMDT191$17,1960.00%
244COHEN & STEERS TAX ADVAN PFD19249X108800$16,8320.00%
245GILEAD SCIENCES INCGILD200$16,7680.00%
246PROSHARES TR74347B4251,500$16,2750.00%
247NUVEEN FLOATING RATE INCOME67072T1081,823$16,0790.00%
248VIATRIS INCVTRS1,301$15,1050.00%
249CAMPBELL SOUP COCPB300$14,6760.00%
250BLACKROCK FLOATING RATE INCOBLK1,094$14,4410.00%
251WALGREENS BOOTS ALLIANCE INC9314271081,600$14,3360.00%
252APOLLO GLOBAL MGMT INC03769M106112$13,9900.00%
253EVERTEC INCEVTC401$13,5770.00%
254CORNING INCGLW300$13,5450.00%
255VALERO ENERGY CORPVLO100$13,5030.00%
256BAIN CAP SPECIALTY FIN INC05684B107800$13,2800.00%
257BLUE OWL CAPITAL CORPORATIONOWL900$13,1130.00%
258EDISON INTL281020107150$13,0640.00%
259SEALED AIR CORP NEWSE356$12,9230.00%
260YUM CHINA HLDGS INCYUMC276$12,4260.00%
261BRANDYWINEGBL GBL INCM OPP F10537L1041,405$12,4210.00%
262NOODLES & CONDLS10,000$12,0000.00%
263VANECK ETF TRUST92189F106300$11,9460.00%
264CANADIAN NAT RES LTD136385101350$11,6240.00%
265WEC ENERGY GROUP INCWEC116$11,1570.00%
266ETSY INCETSY200$11,1060.00%
267HELMERICH & PAYNE INCHP350$10,6470.00%
268ISHARES TR464288737161$10,5860.00%
269ISHARES INC464286517275$10,5770.00%
270SOLVENTUM CORPSOLV150$10,4580.00%
271OCCIDENTAL PETE CORP674599105200$10,3080.00%
272ABRDN GLOBAL INFRA INCOME FU00326W106500$10,1050.00%
273AUTOMATIC DATA PROCESSING INADP36$9,9630.00%
274PUTNAM PREMIER INCOME TRPPT2,529$9,4340.00%
275WESBANCO INCWSBCO300$8,9340.00%
276IROBOT CORP4627261001,000$8,6900.00%
277ORGANON & COOGN452$8,6470.00%
278SCHWAB STRATEGIC TR808524870157$8,4200.00%
279CME GROUP INCCME38$8,3850.00%
280EASTMAN CHEM COEMN72$8,0610.00%
281UNIFI INCUFI1,000$7,3400.00%
282ISHARES TR46428743273$7,1620.00%
283WARNER BROS DISCOVERY INCWBD841$6,9390.00%
284NUVEEN MULTI ASSET INCOME FU670750108522$6,9010.00%
285PROSHARES TR74349Y837160$6,3110.00%
286GOLDMAN SACHS PHYSICAL GOLD38150K103225$5,8560.00%
287KRATOS DEFENSE & SEC SOLUTIO50077B207250$5,8250.00%
288LIBERTY BROADBAND CORPLBRDP75$5,7970.00%
289BLACKROCK INCBLK6$5,6980.00%
290ADVISORSHARES TR00768Y412300$5,6100.00%
291T-MOBILE US INCTMUSZ18$3,7150.00%
292HUMANA INCHUM9$2,8510.00%
293AGILENT TECHNOLOGIES INCA19$2,8220.00%
294FOUR CORNERS PPTY TR INC35086T10990$2,6380.00%
295OCCIDENTAL PETE CORP67459916281$2,4080.00%
296COMPASS MINERALS INTL INCCOMP200$2,4040.00%
297CHEMOURS COCC100$2,0320.00%
298ALCON AGALC18$1,8020.00%
299LIBERTY MEDIA CORP DELFWONB32$1,6430.00%
300COINBASE GLOBAL INCCOIN9$1,6040.00%
301S&P GLOBAL INCSPGI3$1,5500.00%
302ADVANCED MICRO DEVICES INCAMD9$1,4770.00%
303SUPER GROUP SGHC LIMITEDSGHC400$1,4520.00%
304KEYSIGHT TECHNOLOGIES INCKEYS9$1,4310.00%
305TRANSDIGM GROUP INCTDG1$1,4280.00%
306MOODYS CORPMCO3$1,4240.00%
307LIBERTY MEDIA CORP DELFWONB17$1,3170.00%
308THERMO FISHER SCIENTIFIC INCTMO2$1,2380.00%
309SCHWAB CHARLES CORPSCHW-PJ19$1,2320.00%
310CAMECO CORPCCJ23$1,0990.00%
311CANADIAN PACIFIC KANSAS CITYCP12$1,0270.00%
312GETTY IMAGES HOLDINGS INCGETY260$9910.00%
313KRANESHARES TRUST50076730629$9870.00%
314VISTA ENERGY S.A.B. DE C.V.VSOGF22$9720.00%
315DNOW INCDNOW75$9700.00%
316ZIMVIE INC98888T10760$9530.00%
317DENISON MINES CORPDNN517$9470.00%
318ISHARES INC46434G82213$9310.00%
319KYNDRYL HLDGS INCKD40$9200.00%
320SERVICENOW INCNOW1$8950.00%
321ITAU UNIBANCO HLDG S A465562106133$8850.00%
322NEXGEN ENERGY LTDNXE131$8560.00%
323ORACLE CORPORCL-PD5$8520.00%
324CANADIAN NATL RY CO1363751027$8210.00%
325HDFC BANK LTDHDB13$8140.00%
326NU HLDGS LTDNU55$7510.00%
327BLOCK INCBSQKZ11$7390.00%
328IQVIA HLDGS INCIQV3$7110.00%
329GRAPHIC PACKAGING HLDG COGPK24$7110.00%
330ACV AUCTIONS INCACVA33$6710.00%
331SS&C TECHNOLOGIES HLDGS INCSSNC9$6680.00%
332MARVELL TECHNOLOGY INCMRVL9$6500.00%
333LIBERTY GLOBAL LTDLBTYK30$6490.00%
334XEROX HOLDINGS CORPXRXDW61$6340.00%
335OKTA INCOKTA8$5950.00%
336EXPEDIA GROUP INCEXPE4$5930.00%
337LIBERTY MEDIA CORP DELFWONB8$5730.00%
338HP INCHPQ15$5390.00%
339CONFLUENT INC20717M10324$4900.00%
340EASTMAN KODAK COKODK100$4720.00%
341ELASTIC N VESTC6$4610.00%
342ANALOG DEVICES INCADI2$4610.00%
343XPEL INCXPEL10$4340.00%
344LIBERTY MEDIA CORP DELFWONB8$3970.00%
345WILLSCOT HLDGS CORPWSC10$3760.00%
346FARADAY FUTURE INTLGT ELEC I307359885125$3590.00%
347ZOOM VIDEO COMMUNICATIONS INZM5$3490.00%
348SUNCOR ENERGY INC NEWSU9$3330.00%
349SPROTT FDS TRSII7$3220.00%
350HEWLETT PACKARD ENTERPRISE CHPE-PC15$3070.00%
351CONDUENT INCCNDT75$3030.00%
352STMICROELECTRONICS N VSTMEF10$2980.00%
353FIVE BELOW INCFIVE3$2660.00%
354NEKTAR THERAPEUTICSNKTR200$2600.00%
355VEREN INC92340V10742$2590.00%
356PG&E CORPPCG-PX13$2580.00%
357LUMEN TECHNOLOGIES INCLUMN34$2420.00%
358ATLANTA BRAVES HLDGS INCBATRB6$2390.00%
359ATLANTA BRAVES HLDGS INCBATRB3$1270.00%
360XP INCXP3$540.00%
361GOPRO INCGPRO25$340.00%
362NOKIA CORPNOKBF4$180.00%
363PALATIN TECHNOLOGIES INCPTN2$20.00%
364RESIDEO TECHNOLOGIES INCREZI0$10.00%