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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 Q1 2025 · Filed May 13, 2025 · Accession 0000890163-25-000005

Total Value
$1.18B
Positions
349
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (349)

#IssuerTicker / CUSIPSharesValue% of Filing
1COPART INCCPRT1,236,732$70.0M5.95%
2APPLE INCAAPL297,131$66.0M5.61%
3JPMORGAN CHASE & CO.VYLD244,554$60.0M5.10%
4COSTCO WHSL CORP NEW22160K10562,914$59.5M5.06%
5AMAZON COM INCAMZN278,586$53.0M4.50%
6WASTE MGMT INC DEL94106L109210,242$48.7M4.14%
7MICROSOFT CORPMSFT124,473$46.7M3.97%
8MASTERCARD INCORPORATEDMA81,155$44.5M3.78%
9BLACKSTONE INCBX317,339$44.4M3.77%
10HOME DEPOT INCHD118,532$43.4M3.69%
11ALPHABET INCGOOG278,144$43.0M3.65%
12TJX COS INC NEW872540109338,010$41.2M3.50%
13VISA INCV107,560$37.7M3.20%
14ELI LILLY & COLLY44,723$36.9M3.14%
15WASTE CONNECTIONS INCWCN188,195$36.7M3.12%
16BANK AMERICA CORP060505104795,855$33.2M2.82%
17OWENS CORNING NEWOC205,002$29.3M2.49%
18HONEYWELL INTL INC438516106128,472$27.2M2.31%
19INTERNATIONAL BUSINESS MACHSINTR104,023$25.9M2.20%
20UBER TECHNOLOGIES INCUBER335,167$24.4M2.07%
21UNION PAC CORPUNP102,304$24.2M2.05%
22DOVER CORPDOV96,000$16.9M1.43%
23LINDE PLCLIN34,008$15.8M1.35%
24UNITED PARCEL SERVICE INCUPS141,463$15.6M1.32%
25OPENLANE INCOPLN801,437$15.5M1.31%
26MERCK & CO INCMRK162,550$14.6M1.24%
27NORFOLK SOUTHN CORP65584410856,880$13.5M1.14%
28DISNEY WALT CO254687106129,318$12.8M1.08%
29EXXON MOBIL CORPXOM97,601$11.6M0.99%
30NIKE INCNKE182,720$11.6M0.99%
31MCDONALDS CORPMCD27,320$8.5M0.73%
32EMERSON ELEC COEMR68,535$7.5M0.64%
33DIGIMARC CORP NEWDMRC575,242$7.4M0.63%
34ABBVIE INCABBV31,070$6.5M0.55%
35CHEVRON CORP NEWCVX37,682$6.3M0.54%
36NVIDIA CORPORATIONNVDA56,049$6.1M0.52%
37CAMDEN NATL CORP133034108148,997$6.0M0.51%
38M & T BK CORP55261F10429,950$5.4M0.45%
39ALPHABET INCGOOG33,795$5.3M0.45%
40NEXTERA ENERGY INCNEE-PW68,424$4.9M0.41%
41SHELL PLCRYDAF66,176$4.8M0.41%
42AMGEN INCAMGN14,800$4.6M0.39%
43NUCOR CORPNUE37,550$4.5M0.38%
44STERIS PLCSTE15,466$3.5M0.30%
45PROCTER AND GAMBLE CO74271810919,670$3.4M0.28%
46ABBOTT LABSABLZF23,639$3.1M0.27%
47MARSH & MCLENNAN COS INC57174810212,795$3.1M0.27%
48TRAVELERS COMPANIES INCTRV8,536$2.3M0.19%
49GE AEROSPACE36960430110,324$2.1M0.18%
50JOHNSON & JOHNSONJNJ10,396$1.7M0.15%
51MONDELEZ INTL INC60920710523,355$1.6M0.13%
52SPDR GOLD TRGLD5,490$1.6M0.13%
53KIMCO RLTY CORP49446R10973,125$1.6M0.13%
54CISCO SYS INCCSCO24,006$1.5M0.13%
55PHILIP MORRIS INTL INC7181721099,293$1.5M0.13%
56MINERALS TECHNOLOGIES INCMTX22,782$1.4M0.12%
57ECOLAB INCECL5,658$1.4M0.12%
58BRISTOL-MYERS SQUIBB COCELG-RI21,347$1.3M0.11%
59EOG RES INCEOG10,095$1.3M0.11%
60SENSIENT TECHNOLOGIES CORPSXT17,350$1.3M0.11%
61UNILEVER PLCUNLYF21,610$1.3M0.11%
62COMCAST CORP NEWCCZ34,778$1.3M0.11%
63SYSCO CORPSYY16,749$1.3M0.11%
64DUPONT DE NEMOURS INCDD16,165$1.2M0.10%
65PFIZER INCPFE46,691$1.2M0.10%
66KROGER COKR15,300$1.0M0.09%
67TRANE TECHNOLOGIES PLCTT2,565$864,2000.07%
68WENDYS CO95058W10058,878$861,3860.07%
69FIRST BANCORP INC MEFNLC34,125$843,5700.07%
703M COMMM5,400$793,0440.07%
71SPDR INDEX SHS FDS78463X54114,500$772,1250.07%
72UTZ BRANDS INCUTZ54,484$767,1350.07%
73SEAGATE TECHNOLOGY HLDNGS PLSE9,025$766,6740.07%
74NOVARTIS AGNVSEF6,850$763,6380.06%
75VISTRA CORPVST6,200$728,1280.06%
76CONOCOPHILLIPSCOP6,850$719,3870.06%
77GENERAL MLS INC37033410411,942$714,0130.06%
78DOW INCDOW19,363$676,1560.06%
79GENUINE PARTS COGPC5,500$655,2700.06%
80QUALCOMM INCQCOM4,100$629,8010.05%
81GE VERNOVA INCGEV2,053$626,7400.05%
82KIMBERLY-CLARK CORPKMB4,350$618,6570.05%
83NEWS CORP NEWNWSLL21,942$597,2620.05%
84COCA COLA COKO8,170$585,1680.05%
85META PLATFORMS INCMETA1,002$577,5130.05%
86NISOURCE INCNI13,950$559,2560.05%
87MEDTRONIC PLCMDT6,201$557,2220.05%
88INTERNATIONAL FLAVORS&FRAGRA4595061017,114$552,1180.05%
89SMUCKER J M CO8326964054,500$532,8450.05%
90PALO ALTO NETWORKS INCPANW3,000$511,9200.04%
91QUAKER HOUGHTON7473161073,992$493,4520.04%
92FULLER H B COFUL8,650$485,4380.04%
93HESS CORPHESM3,000$479,1900.04%
94PEPSICO INCPEP3,177$476,2850.04%
95TELEFLEX INCORPORATEDTFX3,382$467,3590.04%
96SMURFIT WESTROCK PLCSW10,250$461,8650.04%
97INTERNATIONAL PAPER CO4601461038,000$426,8000.04%
98FMC CORPFMC10,000$421,9000.04%
99CORTEVA INCCTVA6,651$418,5480.04%
100WALMART INCWMT4,385$384,9970.03%
101LUMENTUM HLDGS INCLITE5,874$366,1860.03%
102NETFLIX INCNFLX375$349,6990.03%
103VANGUARD INDEX FDS922908363679$348,9460.03%
104WILLIAMS SONOMA INCWSM2,144$338,9010.03%
105AMERICAN EXPRESS COAXP1,250$336,3130.03%
106COLGATE PALMOLIVE COCL3,500$327,9500.03%
107SPDR S&P 500 ETF TRSPY557$311,5810.03%
108ASHLAND INCASH4,728$280,3240.02%
109EVERGY INCEVRG4,054$279,5240.02%
110BALL CORPBALL5,265$274,1490.02%
111GENERAL DYNAMICS CORPGD1,000$272,5800.02%
112TEXAS INSTRS INC8825081041,500$269,5500.02%
113BERKSHIRE HATHAWAY INC DELBRK-A500$266,2900.02%
114ADOBE INCADBE687$263,4860.02%
115CHIPOTLE MEXICAN GRILL INCCMG5,000$251,0500.02%
116FRESENIUS MEDICAL CARE AGFMCQF9,734$242,3770.02%
117ARCHER DANIELS MIDLAND COADM4,116$197,6100.02%
118CONAGRA BRANDS INCCAG7,265$193,7580.02%
119ENBRIDGE INCENNPF4,220$186,9890.02%
120STRYKER CORPORATIONSYK500$186,1250.02%
121BLACKROCK MUNIVEST FD INCBLK26,032$182,4820.02%
122EQT CORPEQT3,375$180,3270.02%
123LCNB CORPLCNB11,500$170,0850.01%
124ALTRIA GROUP INCMO2,779$166,8090.01%
125DUKE ENERGY CORP NEWDUKB1,332$162,4650.01%
126WESTLAKE CORPORATIONWLK1,500$150,0450.01%
127SHOPIFY INCSHOP1,500$143,2200.01%
128BANK NEW YORK MELLON CORP0640581001,700$142,5790.01%
129BLACKROCK MUNIVEST FD II INCBLK13,238$139,9220.01%
130MARATHON PETE CORPMARA942$137,2400.01%
131ISHARES TR4642875072,250$131,2880.01%
132KINDER MORGAN INC DELEP-PC4,500$128,3850.01%
133KEYCORP4932671088,000$127,9200.01%
134KEURIG DR PEPPER INCKDP3,579$122,4740.01%
135VANGUARD WHITEHALL FDS921946406939$121,0940.01%
136AT&T INCT-PC4,252$120,2470.01%
137SCHLUMBERGER LTDSLB2,770$115,7860.01%
138VANGUARD INDEX FDS922908744641$110,7270.01%
139JBT MAREL CORPORATIONJBTM900$109,9800.01%
140SEMPRASREA1,500$107,0400.01%
141EATON CORP PLCETN387$105,1990.01%
142DIAGEO PLCDGEAF1,000$104,7900.01%
143WATTS WATER TECHNOLOGIES INCWTS500$101,9600.01%
144WEYERHAEUSER CO MTN BEWY3,413$99,9330.01%
145TESLA INCTSLA375$97,1850.01%
146AMERIPRISE FINL INC03076C106200$96,8220.01%
147VANGUARD INDEX FDS922908736261$96,7850.01%
148LENNAR CORPLEN-B825$94,6940.01%
149CUMMINS INCCMI300$94,0320.01%
150DEERE & CODE200$93,8700.01%
151VERIZON COMMUNICATIONS INCVZ1,956$88,7250.01%
152FISERV INCFISV400$88,3320.01%
153CSX CORPCSX3,000$88,2900.01%
154FEDEX CORPFDX355$86,5420.01%
155EXACT SCIENCES CORP30063P1051,997$86,4510.01%
156CME GROUP INCCME323$85,6890.01%
157GE HEALTHCARE TECHNOLOGIES IGEHC1,012$81,6790.01%
158GUARDANT HEALTH INCGH1,900$80,9400.01%
159PARAMOUNT GLOBAL92556H2066,579$78,6850.01%
160PHILLIPS 66PSX625$77,1750.01%
161DIME CMNTY BANCSHARES INC25432X1022,729$76,0780.01%
162BOEING COBA-PA440$75,0420.01%
163PUBLIC SVC ENTERPRISE GRP IN744573106900$74,0700.01%
164SERVICENOW INCNOW91$72,4490.01%
165NEWMONT CORPNEMCL1,425$68,7990.01%
166PIMCO MUN INCOME FD72200R1077,712$68,1750.01%
167ZIMMER BIOMET HOLDINGS INCZBH600$67,9080.01%
168APPLIED MATLS INC038222105436$63,3310.01%
169UNITEDHEALTH GROUP INCUNH117$61,2490.01%
170RTX CORPORATIONRTX456$60,4020.01%
171WILLIAMS COS INC9694571001,000$59,7600.01%
172ORION S.A.OEC4,500$58,1850.00%
173ISHARES TR46435G516692$56,5300.00%
174LOEWS CORPL601$55,2380.00%
175CARPENTER TECHNOLOGY CORPCRS300$54,3540.00%
176LAMB WESTON HLDGS INCLW1,014$54,0470.00%
177COGNIZANT TECHNOLOGY SOLUTIOCTSH700$53,5500.00%
178TORONTO DOMINION BK ONTTORO883$52,9250.00%
179CF INDS HLDGS INC125269100675$52,7520.00%
180ALLIANT ENERGY CORPLNT800$51,4800.00%
181VANGUARD WHITEHALL FDS921946794694$51,1410.00%
182CENTERPOINT ENERGY INCCNP1,400$50,7220.00%
183ISHARES TR464287481428$50,2860.00%
184INGERSOLL RAND INCIR626$50,0990.00%
185PROGRESSIVE CORP743315103175$49,5270.00%
186SYLVAMO CORPSLVM727$48,7600.00%
187OGE ENERGY CORPOGE1,056$48,5340.00%
188SKYWORKS SOLUTIONS INCSWKS750$48,4730.00%
189CHURCH & DWIGHT CO INCCHD440$48,4400.00%
190MOTOROLA SOLUTIONS INCMSI110$48,1600.00%
191KRAFT HEINZ COKHC1,568$47,7150.00%
192ISHARES TR464287614130$46,9420.00%
193XCEL ENERGY INCXELLL652$46,1560.00%
194INTUITINTU75$46,0500.00%
195MOSAIC CO NEWMOS1,700$45,9170.00%
196ROPER TECHNOLOGIES INCROP75$44,2190.00%
197SHAKE SHACK INCSHAK500$44,0850.00%
198ALLEGION PLCALLE333$43,4440.00%
199YUM BRANDS INCYUM276$43,4320.00%
200US BANCORP DELUSB-PS1,000$42,2200.00%
201DARDEN RESTAURANTS INCDRI200$41,5520.00%
202ISHARES TR46432F842542$41,0030.00%
203DOMINION ENERGY INCD730$40,9320.00%
204STARBUCKS CORPSBUX416$40,8060.00%
205CDW CORPCDW250$40,0650.00%
206LOWES COS INC548661107170$39,6500.00%
207FABRINETFN200$39,5020.00%
208ISHARES INC46434G8631,124$39,2840.00%
209MARRIOTT INTL INC NEW571903202160$38,1120.00%
210CHUBB LIMITEDCB125$37,7490.00%
211WESTAMERICA BANCORPORATIONWABC740$37,4670.00%
212WISDOMTREE TRWT763$36,8610.00%
213TARGET CORPTGT350$36,5260.00%
214ASML HOLDING N VASMLF55$36,4450.00%
215ISHARES TR464287473284$35,7760.00%
216UGI CORP NEW9026811051,050$34,7240.00%
217REGENERON PHARMACEUTICALSREGN54$34,2490.00%
218CHURCHILL DOWNS INCCHDN300$33,3210.00%
219CATERPILLAR INCCAT100$32,9800.00%
220ISHARES TR464287150269$32,8210.00%
221INVESCO EXCHANGE TRADED FD TIVZ910$31,1220.00%
222OPEN TEXT CORPOTEX1,200$30,3120.00%
223ISHARES TR46435U663747$28,6930.00%
224FOX CORPFOX506$28,6400.00%
225DELTA AIR LINES INC DELDAL650$28,3400.00%
226NUSHARES ETF TRNU662$26,8050.00%
227ISHARES TR464287606300$25,0100.00%
228METLIFE INCMET-PF300$24,0870.00%
229PIMCO ETF TR72201R817247$23,9030.00%
230FORD MTR CO3453708602,360$23,6710.00%
231DELL TECHNOLOGIES INCDELL252$22,9700.00%
232GILEAD SCIENCES INCGILD200$22,4100.00%
233EXCHANGE TRADED CONCEPTS TRU301505707401$20,6520.00%
234LAUDER ESTEE COS INC518439104300$19,8000.00%
235DNP SELECT INCOME FD INC23325P1042,000$19,7800.00%
236FS KKR CAP CORPFSK902$18,8970.00%
237WALGREENS BOOTS ALLIANCE INC9314271081,600$17,8720.00%
238INTEL CORPINTC768$17,4450.00%
239SKECHERS U S A INC830566105300$17,0340.00%
240COHEN & STEERS TAX ADVAN PFD19249X108800$15,5520.00%
241NEWMARK GROUP INCNMRK1,273$15,4930.00%
242NUVEEN FLOATING RATE INCOME67072T1081,823$15,4410.00%
243APOLLO GLOBAL MGMT INC03769M106112$15,3380.00%
244EVERTEC INCEVTC401$14,7310.00%
245YUM CHINA HLDGS INCYUMC276$14,3690.00%
246VANGUARD WHITEHALL FDS921946810172$14,2660.00%
247BLACKROCK FLOATING RATE INCOBLK1,094$14,1350.00%
248CORNING INCGLW300$13,7340.00%
249BAIN CAP SPECIALTY FIN INC05684B107800$13,2800.00%
250VALERO ENERGY CORPVLO100$13,2070.00%
251WEC ENERGY GROUP INCWEC116$12,6420.00%
252DAVE & BUSTERS ENTMT INC238337109700$12,2990.00%
253THE CAMPBELLS COMPANYCPB300$11,9760.00%
254SOLVENTUM CORPSOLV150$11,4060.00%
255VIATRIS INCVTRS1,301$11,3320.00%
256AUTOMATIC DATA PROCESSING INADP36$11,0000.00%
257MILLROSE PPTYS INC601137102412$10,9230.00%
258NOODLES & CONDLS10,000$10,9000.00%
259CANADIAN NAT RES LTD136385101350$10,7800.00%
260ISHARES TR464288737161$10,3130.00%
261ISHARES INC464286517275$10,3020.00%
262SEALED AIR CORP NEWSE356$10,2890.00%
263MARVELL TECHNOLOGY INCMRVL165$10,1600.00%
264OCCIDENTAL PETE CORP674599105200$9,8720.00%
265ETSY INCETSY200$9,4360.00%
266WESBANCO INCWSBCO300$9,2880.00%
267ABRDN GLOBAL INFRA INCOME FU00326W106500$9,1950.00%
268PUTNAM PREMIER INCOME TRPPT2,529$9,1300.00%
269WARNER BROS DISCOVERY INCWBD736$7,8980.00%
270KRATOS DEFENSE & SEC SOLUTIO50077B207250$7,4230.00%
271GOLDMAN SACHS PHYSICAL GOLD38150K103225$6,9480.00%
272ORGANON & COOGN452$6,7310.00%
273ISHARES TR46428743273$6,6460.00%
274LIBERTY BROADBAND CORPLBRDP75$6,3790.00%
275EASTMAN CHEM COEMN72$6,3440.00%
276BLACKROCK INCBLK6$5,6790.00%
277UNIFI INCUFI1,000$4,8100.00%
278T-MOBILE US INCTMUSZ18$4,8010.00%
279ENPHASE ENERGY INCENPH55$3,4130.00%
280SIRIUSXM HOLDINGS INC829933100138$3,1120.00%
281THE TRADE DESK INC88339J10550$2,7360.00%
282FOUR CORNERS PPTY TR INC35086T10990$2,5830.00%
283SUPER GROUP SGHC LIMITEDSGHC400$2,5760.00%
284HUMANA INCHUM9$2,3820.00%
285OCCIDENTAL PETE CORP67459916281$2,2420.00%
286AGILENT TECHNOLOGIES INCA19$2,2230.00%
287LIBERTY MEDIA CORP DELFWONB32$2,1810.00%
288COMPASS MINERALS INTL INCCOMP200$1,8580.00%
289ALCON AGALC18$1,7090.00%
290COINBASE GLOBAL INCCOIN9$1,5510.00%
291LIBERTY MEDIA CORP DELFWONB17$1,5310.00%
292S&P GLOBAL INCSPGI3$1,5250.00%
293SCHWAB CHARLES CORPSCHW-PJ19$1,4880.00%
294MOODYS CORPMCO3$1,3980.00%
295TRANSDIGM GROUP INCTDG1$1,3840.00%
296CHEMOURS COCC100$1,3530.00%
297KEYSIGHT TECHNOLOGIES INCKEYS9$1,3480.00%
298KYNDRYL HLDGS INCKD40$1,2560.00%
299VISTA ENERGY S.A.B. DE C.V.VSOGF22$1,0250.00%
300KRANESHARES TRUST50076730629$1,0130.00%
301THERMO FISHER SCIENTIFIC INCTMO2$9960.00%
302CAMECO CORPCCJ23$9470.00%
303ADVANCED MICRO DEVICES INCAMD9$9250.00%
304ISHARES INC46434G82213$8920.00%
305HDFC BANK LTDHDB13$8640.00%
306CANADIAN PACIFIC KANSAS CITYCP12$8430.00%
307OKTA INCOKTA8$8420.00%
308ITAU UNIBANCO HLDG S A465562106146$8030.00%
309SS&C TECHNOLOGIES HLDGS INCSSNC9$7520.00%
310ORACLE CORPORCL-PD5$7000.00%
311CANADIAN NATL RY CO1363751027$6830.00%
312EXPEDIA GROUP INCEXPE4$6730.00%
313DENISON MINES CORPDNN517$6730.00%
314LIBERTY MEDIA CORP DELFWONB8$6520.00%
315ZIMVIE INC98888T10760$6480.00%
316EASTMAN KODAK COKODK100$6320.00%
317GRAPHIC PACKAGING HLDG COGPK24$6240.00%
318NEXGEN ENERGY LTDNXE131$5890.00%
319NU HLDGS LTDNU55$5640.00%
320CONFLUENT INC20717M10324$5630.00%
321LIBERTY MEDIA CORP DELFWONB8$5380.00%
322ELASTIC N VESTC6$5350.00%
323IQVIA HLDGS INCIQV3$5290.00%
324ACV AUCTIONS INCACVA33$4650.00%
325HP INCHPQ15$4160.00%
326ANALOG DEVICES INCADI2$4040.00%
327ZOOM COMMUNICATIONS INCZM5$3690.00%
328LIBERTY GLOBAL LTDLBTYK30$3600.00%
329SUNCOR ENERGY INC NEWSU9$3490.00%
330XEROX HOLDINGS CORPXRXDW61$2950.00%
331XPEL INCXPEL10$2940.00%
332SUNRISE COMMUNICATIONS AGSNNRF6$2900.00%
333VEREN INC92340V10742$2790.00%
334WILLSCOT HLDGS CORPWSC10$2780.00%
335ATLANTA BRAVES HLDGS INCBATRB6$2410.00%
336NEBIUS GROUP N.V.NBIS11$2330.00%
337HEWLETT PACKARD ENTERPRISE CHPE-PC15$2320.00%
338SPROTT FDS TRSII7$2280.00%
339FIVE BELOW INCFIVE3$2250.00%
340PG&E CORPPCG-PX13$2240.00%
341STMICROELECTRONICS N VSTMEF10$2200.00%
342CONDUENT INCCNDT75$2030.00%
343NEKTAR THERAPEUTICSNKTR200$1360.00%
344LUMEN TECHNOLOGIES INCLUMN34$1340.00%
345ATLANTA BRAVES HLDGS INCBATRB3$1320.00%
346XP INCXP3$420.00%
347NOKIA CORPNOKBF4$220.00%
348GOPRO INCGPRO25$170.00%
349PALATIN TECHNOLOGIES INCPTN2$20.00%