Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2024 · Filed February 10, 2025 · Accession 0000890163-25-000002

Total Value
$1.26B
Positions
355
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (355)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL301,461$75.5M6.00%
2COPART INCCPRT1,247,667$71.6M5.69%
3AMAZON COM INCAMZN278,822$61.2M4.86%
4JPMORGAN CHASE & CO.VYLD248,941$59.7M4.74%
5COSTCO WHSL CORP NEW22160K10563,621$58.3M4.63%
6BLACKSTONE INCBX320,103$55.2M4.39%
7ALPHABET INCGOOG278,001$52.6M4.18%
8MICROSOFT CORPMSFT124,220$52.4M4.16%
9HOME DEPOT INCHD119,773$46.6M3.70%
10MASTERCARD INCORPORATEDMA82,650$43.5M3.46%
11WASTE MGMT INC DEL94106L109212,857$43.0M3.41%
12TJX COS INC NEW872540109340,283$41.1M3.27%
13BANK AMERICA CORP060505104802,810$35.3M2.80%
14OWENS CORNING NEWOC204,549$34.8M2.77%
15ELI LILLY & COLLY44,562$34.4M2.73%
16VISA INCV108,791$34.4M2.73%
17WASTE CONNECTIONS INCWCN187,744$32.2M2.56%
18HONEYWELL INTL INC438516106128,518$29.0M2.31%
19UNION PAC CORPUNP102,304$23.3M1.85%
20INTERNATIONAL BUSINESS MACHSINTR103,586$22.8M1.81%
21DIGIMARC CORP NEWDMRC582,777$21.8M1.73%
22UBER TECHNOLOGIES INCUBER334,034$20.1M1.60%
23DOVER CORPDOV96,000$18.0M1.43%
24UNITED PARCEL SERVICE INCUPS139,279$17.6M1.40%
25MERCK & CO INCMRK162,550$16.2M1.29%
26OPENLANE INCOPLN796,040$15.8M1.26%
27DISNEY WALT CO254687106129,153$14.4M1.14%
28LINDE PLCLIN32,837$13.7M1.09%
29NIKE INCNKE178,175$13.5M1.07%
30NORFOLK SOUTHN CORP65584410856,880$13.3M1.06%
31EMERSON ELEC COEMR107,585$13.3M1.06%
32TELEFLEX INCORPORATEDTFX65,260$11.6M0.92%
33EXXON MOBIL CORPXOM97,601$10.5M0.83%
34ADOBE INCADBE21,488$9.6M0.76%
35MCDONALDS CORPMCD27,900$8.1M0.64%
36NVIDIA CORPORATIONNVDA53,333$7.2M0.57%
37ALPHABET INCGOOG34,369$6.5M0.52%
38CAMDEN NATL CORP133034108149,797$6.4M0.51%
39M & T BK CORP55261F10429,950$5.6M0.45%
40ABBVIE INCABBV31,070$5.5M0.44%
41CHEVRON CORP NEWCVX37,682$5.5M0.43%
42STERIS PLCSTE25,673$5.3M0.42%
43NEXTERA ENERGY INCNEE-PW68,453$4.9M0.39%
44NUCOR CORPNUE37,550$4.4M0.35%
45SHELL PLCRYDAF66,176$4.1M0.33%
46AMGEN INCAMGN14,800$3.9M0.31%
47ABBOTT LABSABLZF29,939$3.4M0.27%
48PROCTER AND GAMBLE CO74271810919,670$3.3M0.26%
49MARSH & MCLENNAN COS INC57174810212,795$2.7M0.22%
50DUPONT DE NEMOURS INCDD28,783$2.2M0.17%
51TRAVELERS COMPANIES INCTRV8,536$2.1M0.16%
52MINERALS TECHNOLOGIES INCMTX24,782$1.9M0.15%
53GE AEROSPACE36960430110,325$1.7M0.14%
54KIMCO RLTY CORP49446R10973,125$1.7M0.14%
55JOHNSON & JOHNSONJNJ10,396$1.5M0.12%
56CISCO SYS INCCSCO24,006$1.4M0.11%
57MONDELEZ INTL INC60920710523,355$1.4M0.11%
58SPDR GOLD TRGLD5,490$1.3M0.11%
59ECOLAB INCECL5,658$1.3M0.11%
60COMCAST CORP NEWCCZ34,778$1.3M0.10%
61DOW INCDOW31,981$1.3M0.10%
62SYSCO CORPSYY16,749$1.3M0.10%
63PFIZER INCPFE46,691$1.2M0.10%
64EOG RES INCEOG10,095$1.2M0.10%
65SENSIENT TECHNOLOGIES CORPSXT17,350$1.2M0.10%
66UNILEVER PLCUNLYF21,610$1.2M0.10%
67BRISTOL-MYERS SQUIBB COCELG-RI21,347$1.2M0.10%
68PHILIP MORRIS INTL INC7181721099,293$1.1M0.09%
69SEAGATE TECHNOLOGY HLDNGS PLSE12,014$1.0M0.08%
70WENDYS CO95058W10058,878$959,7120.08%
71TRANE TECHNOLOGIES PLCTT2,565$947,3830.08%
72KROGER COKR15,300$935,5950.07%
73FIRST BANCORP INC MEFNLC34,125$933,3190.07%
74CONOCOPHILLIPSCOP9,250$917,3230.07%
75VISTRA CORPVST6,200$854,7940.07%
76UTZ BRANDS INCUTZ54,484$853,2200.07%
77GENERAL MLS INC37033410411,942$761,5420.06%
78SPDR INDEX SHS FDS78463X54114,500$721,5200.06%
793M COMMM5,400$697,0860.06%
80GE VERNOVA INCGEV2,053$675,2940.05%
81NOVARTIS AGNVSEF6,850$666,5740.05%
82GENUINE PARTS COGPC5,500$642,1800.05%
83KIMBERLY-CLARK CORPKMB4,850$635,5440.05%
84QUALCOMM INCQCOM4,100$629,8420.05%
85NEWS CORP NEWNWSLL21,942$604,2830.05%
86INTERNATIONAL FLAVORS&FRAGRA4595061017,114$601,4890.05%
87META PLATFORMS INCMETA1,002$586,6820.05%
88FULLER H B COFUL8,650$583,7020.05%
89QUAKER HOUGHTON7473161073,992$561,9140.04%
90BALL CORPBALL10,065$554,8840.04%
91SMURFIT WESTROCK PLCSW10,250$552,0650.04%
92PALO ALTO NETWORKS INCPANW3,000$545,8800.04%
93UNITEDHEALTH GROUP INCUNH1,053$532,6420.04%
94NISOURCE INCNI13,950$512,8020.04%
95COCA COLA COKO8,170$508,6930.04%
96LUMENTUM HLDGS INCLITE5,949$499,4190.04%
97SMUCKER J M CO8326964054,500$495,5400.04%
98FMC CORPFMC10,000$486,1000.04%
99PEPSICO INCPEP3,177$483,0190.04%
100THE CIGNA GROUP1255231001,606$443,4810.04%
101CORTEVA INCCTVA7,703$438,7630.03%
102INTERNATIONAL PAPER CO4601461038,000$430,5600.03%
103HESS CORPHESM3,000$399,0300.03%
104WILLIAMS SONOMA INCWSM2,144$396,9490.03%
105ISHARES TR4642878043,400$391,7480.03%
106WALMART INCWMT4,178$377,5220.03%
107AMERICAN EXPRESS COAXP1,250$370,9880.03%
108VANGUARD INDEX FDS922908363679$365,8540.03%
109SPDR S&P 500 ETF TRSPY599$351,0620.03%
110ASHLAND INCASH4,728$337,8630.03%
111NETFLIX INCNFLX375$334,2450.03%
112COLGATE PALMOLIVE COCL3,500$318,1850.03%
113CHIPOTLE MEXICAN GRILL INCCMG5,000$301,5000.02%
114TEXAS INSTRS INC8825081041,500$281,2650.02%
115GENERAL DYNAMICS CORPGD1,000$263,4900.02%
116STARBUCKS CORPSBUX2,816$256,9600.02%
117PHILLIPS EDISON & CO INCPECO6,725$251,9190.02%
118EVERGY INCEVRG4,054$249,5240.02%
119BERKSHIRE HATHAWAY INC DELBRK-A500$226,6400.02%
120FRESENIUS MEDICAL CARE AGFMCQF9,734$220,3780.02%
121ARCHER DANIELS MIDLAND COADM4,116$207,9410.02%
122CONAGRA BRANDS INCCAG7,265$201,6040.02%
123SKYWORKS SOLUTIONS INCSWKS2,250$199,5300.02%
124EATON CORP PLCETN597$198,1270.02%
125BLACKROCK MUNIVEST FD INCBLK26,032$183,2630.01%
126STRYKER CORPORATIONSYK500$180,0250.01%
127ENBRIDGE INCENNPF4,220$179,0550.01%
128LCNB CORPLCNB11,500$173,9950.01%
129WESTLAKE CORPORATIONWLK1,500$171,9750.01%
130SHOPIFY INCSHOP1,500$159,4950.01%
131EQT CORPEQT3,375$155,6220.01%
132TESLA INCTSLA375$151,4400.01%
133ALTRIA GROUP INCMO2,779$145,3260.01%
134DUKE ENERGY CORP NEWDUKB1,332$143,5100.01%
135BLACKROCK MUNIVEST FD II INCBLK13,238$139,6570.01%
136KEYCORP4932671088,000$137,1200.01%
137SEMPRASREA1,500$131,5800.01%
138MARATHON PETE CORPMARA942$131,4090.01%
139BANK NEW YORK MELLON CORP0640581001,700$130,6110.01%
140DIAGEO PLCDGEAF1,000$127,1300.01%
141KINDER MORGAN INC DELEP-PC4,500$123,3000.01%
142VANGUARD WHITEHALL FDS921946406939$119,8080.01%
143DEERE & CODE273$115,6710.01%
144ARCADIUM LITHIUM PLCG0508H11022,503$115,4410.01%
145KEURIG DR PEPPER INCKDP3,579$114,9580.01%
146JOHN BEAN TECHNOLOGIES CORPJBTM900$114,3900.01%
147LENNAR CORPLEN-B825$112,5060.01%
148EXACT SCIENCES CORP30063P1051,997$112,2120.01%
149VANGUARD INDEX FDS922908744641$108,5220.01%
150VANGUARD INDEX FDS922908736261$107,1250.01%
151AMERIPRISE FINL INC03076C106200$106,4860.01%
152SCHLUMBERGER LTDSLB2,770$106,2020.01%
153CUMMINS INCCMI300$104,5800.01%
154WATTS WATER TECHNOLOGIES INCWTS500$101,6500.01%
155FEDEX CORPFDX355$99,8730.01%
156AT&T INCT-PC4,252$96,8190.01%
157CSX CORPCSX3,000$96,8100.01%
158WEYERHAEUSER CO MTN BEWY3,413$96,0760.01%
159APPLIED MATLS INC038222105516$83,9830.01%
160DIME CMNTY BANCSHARES INC25432X1022,729$83,8690.01%
161FISERV INCFISV400$82,1680.01%
162GE HEALTHCARE TECHNOLOGIES IGEHC1,012$79,1190.01%
163VERIZON COMMUNICATIONS INCVZ1,956$78,2210.01%
164BOEING COBA-PA440$77,8800.01%
165PUBLIC SVC ENTERPRISE GRP IN744573106900$76,0410.01%
166PHILLIPS 66PSX625$71,2070.01%
167ORION S.A.OEC4,500$71,0550.01%
168PIMCO MUN INCOME FD72200R1077,712$69,2550.01%
169PARAMOUNT GLOBAL92556H2066,579$68,8170.01%
170LAMB WESTON HLDGS INCLW1,014$67,7660.01%
171SHAKE SHACK INCSHAK500$64,9000.01%
172ZIMMER BIOMET HOLDINGS INCZBH600$63,3780.01%
173GUARDANT HEALTH INCGH1,900$58,0450.00%
174CF INDS HLDGS INC125269100675$57,5910.00%
175SYLVAMO CORPSLVM727$57,4480.00%
176INGERSOLL RAND INCIR626$56,6280.00%
177ISHARES TR464287481428$54,2490.00%
178WILLIAMS COS INC9694571001,000$54,1200.00%
179COGNIZANT TECHNOLOGY SOLUTIOCTSH700$53,8300.00%
180NEWMONT CORPNEMCL1,425$53,0390.00%
181RTX CORPORATIONRTX456$52,7690.00%
182ISHARES TR46435G516692$52,6890.00%
183ISHARES TR464287614130$52,2060.00%
184CARPENTER TECHNOLOGY CORPCRS300$50,9130.00%
185LOEWS CORPL601$50,8990.00%
186MOTOROLA SOLUTIONS INCMSI110$50,8460.00%
187KRAFT HEINZ COKHC1,568$48,1540.00%
188US BANCORP DELUSB-PS1,000$47,8300.00%
189TARGET CORPTGT350$47,3130.00%
190ALLIANT ENERGY CORPLNT800$47,3120.00%
191INTUITINTU75$47,1380.00%
192VANGUARD WHITEHALL FDS921946794694$47,1090.00%
193TORONTO DOMINION BK ONTTORO883$47,0090.00%
194CHURCH & DWIGHT CO INCCHD440$46,0730.00%
195MARRIOTT INTL INC NEW571903202160$44,6310.00%
196CENTERPOINT ENERGY INCCNP1,400$44,4220.00%
197XCEL ENERGY INCXELLL652$44,0240.00%
198FABRINETFN200$43,9760.00%
199OGE ENERGY CORPOGE1,056$43,5600.00%
200ALLEGION PLCALLE333$43,5170.00%
201CDW CORPCDW250$43,5100.00%
202LOWES COS INC548661107170$41,9560.00%
203PROGRESSIVE CORP743315103175$41,9320.00%
204MOSAIC CO NEWMOS1,700$41,7860.00%
205CHURCHILL DOWNS INCCHDN300$40,0620.00%
206DELTA AIR LINES INC DELDAL650$39,3250.00%
207DOMINION ENERGY INCD730$39,3180.00%
208ROPER TECHNOLOGIES INCROP75$38,9890.00%
209WESTAMERICA BANCORPORATIONWABC740$38,8210.00%
210REGENERON PHARMACEUTICALSREGN54$38,4660.00%
211ASML HOLDING N VASMLF55$38,1200.00%
212ISHARES TR46432F842542$38,0920.00%
213ISHARES INC46434G8631,124$37,5310.00%
214DARDEN RESTAURANTS INCDRI200$37,3380.00%
215WISDOMTREE TRWT763$37,3260.00%
216YUM BRANDS INCYUM276$37,0290.00%
217ISHARES TR464287473284$36,7330.00%
218ISHARES TR464287226375$36,3380.00%
219CATERPILLAR INCCAT100$36,2760.00%
220ISHARES TR464287150269$34,5990.00%
221CHUBB LIMITEDCB125$34,5380.00%
222INVESCO EXCHANGE TRADED FD TIVZ910$34,0530.00%
223OPEN TEXT CORPOTEX1,200$33,9840.00%
224ISHARES TR46435U663747$31,4120.00%
225UGI CORP NEW9026811051,050$29,6420.00%
226DELL TECHNOLOGIES INCDELL252$29,0410.00%
227ISHARES TR464287606300$27,3080.00%
228NUSHARES ETF TRNU662$26,0630.00%
229FOX CORPFOX506$24,5820.00%
230METLIFE INCMET-PF300$24,5640.00%
231PIMCO ETF TR72201R817247$23,4900.00%
232FORD MTR CO3453708602,360$23,3640.00%
233EXCHANGE TRADED CONCEPTS TRU301505707401$22,5610.00%
234LAUDER ESTEE COS INC518439104300$22,4940.00%
235DAVE & BUSTERS ENTMT INC238337109700$20,4330.00%
236SKECHERS U S A INC830566105300$20,1720.00%
237FS KKR CAP CORPFSK902$19,5920.00%
238VANGUARD BD INDEX FDS921937827250$19,3180.00%
239APOLLO GLOBAL MGMT INC03769M106112$18,4980.00%
240GILEAD SCIENCES INCGILD200$18,4740.00%
241DNP SELECT INCOME FD INC23325P1042,000$17,6400.00%
242NEWMARK GROUP INCNMRK1,273$16,3080.00%
243NUVEEN FLOATING RATE INCOME67072T1081,823$16,2620.00%
244VIATRIS INCVTRS1,301$16,1980.00%
245LUMEN TECHNOLOGIES INCLUMN2,914$15,4740.00%
246INTEL CORPINTC768$15,4020.00%
247COHEN & STEERS TAX ADVAN PFD19249X108800$15,3760.00%
248MEDTRONIC PLCMDT191$15,2580.00%
249BLACKROCK FLOATING RATE INCOBLK1,094$15,0430.00%
250WALGREENS BOOTS ALLIANCE INC9314271081,600$14,9280.00%
251CORNING INCGLW300$14,2560.00%
252BAIN CAP SPECIALTY FIN INC05684B107800$14,0160.00%
253EVERTEC INCEVTC401$13,8340.00%
254VANGUARD WHITEHALL FDS921946810172$13,7590.00%
255YUM CHINA HLDGS INCYUMC276$13,2950.00%
256THE CAMPBELLS COMPANYCPB300$12,5640.00%
257VALERO ENERGY CORPVLO100$12,2590.00%
258SEALED AIR CORP NEWSE356$12,0440.00%
259WEC ENERGY GROUP INCWEC116$10,9090.00%
260CANADIAN NAT RES LTD136385101350$10,8050.00%
261ETSY INCETSY200$10,5780.00%
262AUTOMATIC DATA PROCESSING INADP36$10,5390.00%
263ISHARES INC464286517275$9,9250.00%
264SOLVENTUM CORPSOLV150$9,9090.00%
265OCCIDENTAL PETE CORP674599105200$9,8820.00%
266WESBANCO INCWSBCO300$9,7620.00%
267ISHARES TR464288737161$9,7070.00%
268PUTNAM PREMIER INCOME TRPPT2,529$9,0040.00%
269CME GROUP INCCME38$8,8250.00%
270ABRDN GLOBAL INFRA INCOME FU00326W106500$8,7650.00%
271ALIBABA GROUP HLDG LTDBBAAY100$8,4790.00%
272SCHWAB STRATEGIC TR808524870314$8,1110.00%
273WARNER BROS DISCOVERY INCWBD736$7,7800.00%
274IROBOT CORP4627261001,000$7,7500.00%
275ORGANON & COOGN452$6,7440.00%
276KRATOS DEFENSE & SEC SOLUTIO50077B207250$6,5950.00%
277EASTMAN CHEM COEMN72$6,5760.00%
278ISHARES TR46428743273$6,3760.00%
279UNIFI INCUFI1,000$6,2500.00%
280BLACKROCK INCBLK6$6,1510.00%
281GOLDMAN SACHS PHYSICAL GOLD38150K103225$5,8360.00%
282NOODLES & CONDLS10,000$5,7880.00%
283LIBERTY BROADBAND CORPLBRDP75$5,6070.00%
284NEBIUS GROUP N.V.NBIS161$4,4600.00%
285T-MOBILE US INCTMUSZ18$3,9740.00%
286ENPHASE ENERGY INCENPH55$3,7780.00%
287SIRIUSXM HOLDINGS INC829933100138$3,1470.00%
288AGILENT TECHNOLOGIES INCA19$2,5530.00%
289SUPER GROUP SGHC LIMITEDSGHC400$2,4920.00%
290FOUR CORNERS PPTY TR INC35086T10990$2,4430.00%
291HUMANA INCHUM9$2,2840.00%
292COMPASS MINERALS INTL INCCOMP200$2,2500.00%
293COINBASE GLOBAL INCCOIN9$2,2350.00%
294OCCIDENTAL PETE CORP67459916281$2,2320.00%
295LIBERTY MEDIA CORP DELFWONB32$2,1780.00%
296CHEMOURS COCC100$1,6900.00%
297LIBERTY MEDIA CORP DELFWONB17$1,5760.00%
298ALCON AGALC18$1,5290.00%
299S&P GLOBAL INCSPGI3$1,4950.00%
300KEYSIGHT TECHNOLOGIES INCKEYS9$1,4460.00%
301MOODYS CORPMCO3$1,4210.00%
302SCHWAB CHARLES CORPSCHW-PJ19$1,4070.00%
303KYNDRYL HLDGS INCKD40$1,3840.00%
304TRANSDIGM GROUP INCTDG1$1,2680.00%
305VISTA ENERGY S.A.B. DE C.V.VSOGF22$1,1910.00%
306CAMECO CORPCCJ23$1,1820.00%
307ADVANCED MICRO DEVICES INCAMD9$1,0880.00%
308SERVICENOW INCNOW1$1,0610.00%
309THERMO FISHER SCIENTIFIC INCTMO2$1,0410.00%
310MARVELL TECHNOLOGY INCMRVL9$9950.00%
311DENISON MINES CORPDNN517$9310.00%
312ISHARES INC46434G82213$8730.00%
313CANADIAN PACIFIC KANSAS CITYCP12$8690.00%
314NEXGEN ENERGY LTDNXE131$8650.00%
315KRANESHARES TRUST50076730629$8480.00%
316ZIMVIE INC98888T10760$8370.00%
317ORACLE CORPORCL-PD5$8340.00%
318HDFC BANK LTDHDB13$8310.00%
319EXPEDIA GROUP INCEXPE4$7460.00%
320ACV AUCTIONS INCACVA33$7130.00%
321CANADIAN NATL RY CO1363751027$7110.00%
322SS&C TECHNOLOGIES HLDGS INCSSNC9$6830.00%
323LIBERTY MEDIA CORP DELFWONB8$6730.00%
324CONFLUENT INC20717M10324$6720.00%
325ITAU UNIBANCO HLDG S A465562106133$6600.00%
326EASTMAN KODAK COKODK100$6570.00%
327GRAPHIC PACKAGING HLDG COGPK24$6520.00%
328OKTA INCOKTA8$6310.00%
329ELASTIC N VESTC6$5950.00%
330IQVIA HLDGS INCIQV3$5900.00%
331NU HLDGS LTDNU55$5700.00%
332LIBERTY MEDIA CORP DELFWONB8$5330.00%
333XEROX HOLDINGS CORPXRXDW61$5150.00%
334HP INCHPQ15$4900.00%
335ANALOG DEVICES INCADI2$4250.00%
336ZOOM COMMUNICATIONS INCZM5$4090.00%
337XPEL INCXPEL10$4000.00%
338LIBERTY GLOBAL LTDLBTYK30$3950.00%
339WILLSCOT HLDGS CORPWSC10$3350.00%
340SUNCOR ENERGY INC NEWSU9$3220.00%
341HEWLETT PACKARD ENTERPRISE CHPE-PC15$3210.00%
342FIVE BELOW INCFIVE3$3150.00%
343CONDUENT INCCNDT75$3030.00%
344SPROTT FDS TRSII7$2830.00%
345PG&E CORPPCG-PX13$2630.00%
346SUNRISE COMMUNICATIONS AGSNNRF6$2590.00%
347STMICROELECTRONICS N VSTMEF10$2500.00%
348ATLANTA BRAVES HLDGS INCBATRB6$2300.00%
349VEREN INC92340V10742$2160.00%
350NEKTAR THERAPEUTICSNKTR200$1860.00%
351ATLANTA BRAVES HLDGS INCBATRB3$1230.00%
352XP INCXP3$360.00%
353GOPRO INCGPRO25$280.00%
354NOKIA CORPNOKBF4$180.00%
355PALATIN TECHNOLOGIES INCPTN2$30.00%