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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 2025 · Filed November 25, 2025 · Accession 0000890163-25-000012

Total Value
$1.28B
Positions
307
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (307)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD235,406$74.3M5.80%
2APPLE INCAAPL288,020$73.3M5.73%
3MICROSOFT CORPMSFT122,238$63.3M4.94%
4AMAZON COM INCAMZN277,464$60.9M4.76%
5COSTCO WHSL CORP NEW22160K10563,075$58.4M4.56%
6COPART INCCPRT1,233,862$55.5M4.33%
7BLACKSTONE INCBX316,973$54.2M4.23%
8TJX COS INC NEW872540109338,188$48.9M3.82%
9HOME DEPOT INCHD118,371$48.0M3.75%
10WASTE MGMT INC DEL94106L109211,121$46.6M3.64%
11MASTERCARD INCORPORATEDMA80,756$45.9M3.59%
12BANK AMERICA CORP060505104798,480$41.2M3.22%
13ALPHABET INCGOOG166,197$40.4M3.16%
14VISA INCV108,239$37.0M2.89%
15ELI LILLY & COLLY43,719$33.4M2.61%
16WASTE CONNECTIONS INCWCN189,255$33.3M2.60%
17UBER TECHNOLOGIES INCUBER338,057$33.1M2.59%
18INTERNATIONAL BUSINESS MACHSINTR104,710$29.5M2.31%
19OWENS CORNING NEWOC206,316$29.2M2.28%
20HONEYWELL INTL INC438516106129,759$27.3M2.13%
21UNION PAC CORPUNP102,304$24.2M1.89%
22OPENLANE INCOPLN808,630$23.3M1.82%
23MARVELL TECHNOLOGY INCMRVL246,641$20.7M1.62%
24NORFOLK SOUTHN CORP65584410856,880$17.1M1.33%
25LINDE PLCLIN35,425$16.8M1.31%
26MEDTRONIC PLCMDT168,969$16.1M1.26%
27DOVER CORPDOV96,000$16.0M1.25%
28DISNEY WALT CO254687106131,810$15.1M1.18%
29MERCK & CO INCMRK162,450$13.6M1.06%
30NIKE INCNKE183,081$12.8M1.00%
31NVIDIA CORPORATIONNVDA59,373$11.1M0.87%
32EXXON MOBIL CORPXOM97,188$11.0M0.86%
33EMERSON ELEC COEMR68,585$9.0M0.70%
34MCDONALDS CORPMCD27,320$8.3M0.65%
35ABBVIE INCABBV31,070$7.2M0.56%
36CHEVRON CORP NEWCVX40,653$6.3M0.49%
37DIGIMARC CORP NEWDMRC635,370$6.2M0.48%
38M & T BK CORP55261F10429,950$5.9M0.46%
39CAMDEN NATL CORP133034108146,259$5.6M0.44%
40NEXTERA ENERGY INCNEE-PW68,424$5.2M0.40%
41ALPHABET INCGOOG20,924$5.1M0.40%
42NUCOR CORPNUE37,550$5.1M0.40%
43SHELL PLCRYDAF66,176$4.7M0.37%
44AMGEN INCAMGN14,240$4.0M0.31%
45STERIS PLCSTE15,059$3.7M0.29%
46ABBOTT LABSABLZF23,639$3.2M0.25%
47GE AEROSPACE36960430110,299$3.1M0.24%
48PROCTER AND GAMBLE CO74271810919,670$3.0M0.24%
49MARSH & MCLENNAN COS INC57174810212,795$2.6M0.20%
50TRAVELERS COMPANIES INCTRV8,514$2.4M0.19%
51SEAGATE TECHNOLOGY HLDNGS PLSE9,025$2.1M0.17%
52SPDR GOLD TRGLD5,490$2.0M0.15%
53JOHNSON & JOHNSONJNJ10,396$1.9M0.15%
54CISCO SYS INCCSCO22,870$1.6M0.12%
55SENSIENT TECHNOLOGIES CORPSXT16,650$1.6M0.12%
56ECOLAB INCECL5,658$1.5M0.12%
57PHILIP MORRIS INTL INC7181721099,293$1.5M0.12%
58KIMCO RLTY CORP49446R10968,125$1.5M0.12%
59MONDELEZ INTL INC60920710523,355$1.5M0.11%
60SYSCO CORPSYY16,599$1.4M0.11%
61MINERALS TECHNOLOGIES INCMTX21,532$1.3M0.10%
62UNILEVER PLCUNLYF21,600$1.3M0.10%
63GE VERNOVA INCGEV2,046$1.3M0.10%
64VISTRA CORPVST6,200$1.2M0.09%
65PFIZER INCPFE45,166$1.2M0.09%
66COMCAST CORP NEWCCZ34,778$1.1M0.09%
67EOG RES INCEOG9,695$1.1M0.08%
68KROGER COKR15,300$1.0M0.08%
69DUPONT DE NEMOURS INCDD12,824$998,9900.08%
70BRISTOL-MYERS SQUIBB COCELG-RI20,597$928,9250.07%
71TRANE TECHNOLOGIES PLCTT2,190$924,0930.07%
72FIRST BANCORP INC MEFNLC34,125$896,1230.07%
73NOVARTIS AGNVSEF6,850$878,4440.07%
74SPDR INDEX SHS FDS78463X54114,500$858,5450.07%
753M COMMM5,400$837,9720.07%
76GENUINE PARTS COGPC5,500$762,3000.06%
77META PLATFORMS INCMETA1,027$754,2090.06%
78QUALCOMM INCQCOM4,100$682,0760.05%
79UTZ BRANDS INCUTZ54,484$661,9810.05%
80CONOCOPHILLIPSCOP6,850$647,9420.05%
81LUMENTUM HLDGS INCLITE3,974$646,6100.05%
82NEWS CORP NEWNWSLL20,812$639,1370.05%
83PALO ALTO NETWORKS INCPANW3,000$610,8600.05%
84NISOURCE INCNI13,950$604,0350.05%
85GENERAL MLS INC37033410411,942$602,1160.05%
86COCA COLA COKO8,170$541,8650.04%
87KIMBERLY-CLARK CORPKMB4,350$540,8790.04%
88WENDYS CO95058W10058,728$537,9490.04%
89FULLER H B COFUL8,650$512,7720.04%
90SMUCKER J M CO8326964054,500$488,7000.04%
91CORTEVA INCCTVA6,651$449,8080.04%
92DOW INCDOW19,363$443,9940.03%
93WALMART INCWMT4,263$439,3900.03%
94SMURFIT WESTROCK PLCSW10,250$436,3430.03%
95INTERNATIONAL FLAVORS&FRAGRA4595061016,914$425,4880.03%
96WILLIAMS SONOMA INCWSM2,144$418,9640.03%
97VANGUARD INDEX FDS922908363679$415,8080.03%
98AMERICAN EXPRESS COAXP1,250$415,2000.03%
99NETFLIX INCNFLX340$407,6330.03%
100PEPSICO INCPEP2,802$393,4430.03%
101INTERNATIONAL PAPER CO4601461038,000$371,2000.03%
102SPDR S&P 500 ETF TRSPY557$371,0630.03%
103FMC CORPFMC10,000$336,3000.03%
104EVERGY INCEVRG4,031$306,4370.02%
105COLGATE PALMOLIVE COCL3,500$279,7900.02%
106TEXAS INSTRS INC8825081041,500$275,5950.02%
107BALL CORPBALL5,265$265,4620.02%
108FRESENIUS MEDICAL CARE AGFMCQF9,734$256,2970.02%
109BERKSHIRE HATHAWAY INC DELBRK-A500$251,3700.02%
110ASHLAND INCASH4,728$226,5190.02%
111ENBRIDGE INCENNPF4,220$212,9420.02%
112QUAKER HOUGHTON7473161071,582$208,4290.02%
113TELEFLEX INCORPORATEDTFX1,698$207,7490.02%
114ARCHER DANIELS MIDLAND COADM3,415$204,0130.02%
115ADOBE INCADBE534$188,3690.01%
116BANK NEW YORK MELLON CORP0640581001,700$185,2320.01%
117EQT CORPEQT3,375$183,7020.01%
118ALTRIA GROUP INCMO2,779$183,5960.01%
119MARATHON PETE CORPMARA942$181,5620.01%
120BLACKROCK MUNIVEST FD INCBLK26,032$178,5770.01%
121LCNB CORPLCNB11,500$172,3850.01%
122SHOPIFY INCSHOP1,125$167,1870.01%
123TESLA INCTSLA375$166,7700.01%
124DUKE ENERGY CORP NEWDUKB1,332$164,8350.01%
125KEYCORP4932671088,000$149,5200.01%
126ISHARES TR4642875072,250$146,8350.01%
127EATON CORP PLCETN387$144,8350.01%
128BLACKROCK MUNIVEST FD II INCBLK13,238$140,7160.01%
129WATTS WATER TECHNOLOGIES INCWTS500$139,6400.01%
130AIRBNB INCABNB1,149$139,5120.01%
131SEMPRASREA1,500$134,9700.01%
132CONAGRA BRANDS INCCAG7,220$132,1990.01%
133KINDER MORGAN INC DELEP-PC4,500$127,3950.01%
134CUMMINS INCCMI300$126,7110.01%
135JBT MAREL CORPORATIONJBTM900$126,4050.01%
136VANGUARD INDEX FDS922908736261$125,1790.01%
137VANGUARD INDEX FDS922908744641$119,5410.01%
138GUARDANT HEALTH INCGH1,900$118,7120.01%
139WESTLAKE CORPORATIONWLK1,500$115,5900.01%
140NEWMONT CORPNEMCL1,360$114,6620.01%
141AT&T INCT-PC4,058$114,5980.01%
142EXACT SCIENCES CORP30063P1051,997$109,2560.01%
143CSX CORPCSX3,000$106,5300.01%
144LENNAR CORPLEN-B825$103,9830.01%
145AMERIPRISE FINL INC03076C106200$98,2500.01%
146DIAGEO PLCDGEAF1,000$95,4300.01%
147STRYKER CORPORATIONSYK250$92,4180.01%
148VANGUARD WHITEHALL FDS921946406654$92,1820.01%
149KEURIG DR PEPPER INCKDP3,512$89,5920.01%
150APPLIED MATLS INC038222105436$89,3500.01%
151CME GROUP INCCME323$87,2720.01%
152VERIZON COMMUNICATIONS INCVZ1,956$85,9670.01%
153PHILLIPS 66PSX625$85,0130.01%
154WEYERHAEUSER CO MTN BEWY3,413$84,6090.01%
155SERVICENOW INCNOW91$83,7460.01%
156FEDEX CORPFDX355$83,7130.01%
157DIME CMNTY BANCSHARES INC25432X1022,729$81,3990.01%
158RTX CORPORATIONRTX456$76,3030.01%
159GE HEALTHCARE TECHNOLOGIES IGEHC1,004$75,4010.01%
160PUBLIC SVC ENTERPRISE GRP IN744573106900$75,1140.01%
161CARPENTER TECHNOLOGY CORPCRS300$73,6620.01%
162BOEING COBA-PA333$71,9500.01%
163TORONTO DOMINION BK ONTTORO883$70,5930.01%
164PIMCO MUN INCOME FD II72200W1068,272$65,4280.01%
165WILLIAMS COS INC9694571001,000$63,3500.00%
166UNITED PARCEL SERVICE INCUPS742$61,9530.00%
167ISHARES TR464287481428$60,9520.00%
168ISHARES TR464287614130$60,8940.00%
169CF INDS HLDGS INC125269100675$60,5480.00%
170LOEWS CORPL601$60,3350.00%
171ZIMMER BIOMET HOLDINGS INCZBH600$59,1000.00%
172ALLEGION PLCALLE333$59,0580.00%
173SCHLUMBERGER LTDSLB1,705$58,6010.00%
174LAMB WESTON HLDGS INCLW999$58,0220.00%
175PALANTIR TECHNOLOGIES INCPLTR300$54,7260.00%
176CENTERPOINT ENERGY INCCNP1,400$54,3200.00%
177ASML HOLDING N VASMLF55$53,2450.00%
178XCEL ENERGY INCXELLL652$52,5840.00%
179INGERSOLL RAND INCIR626$51,7210.00%
180FISERV INCFISV400$51,5720.00%
181INTUITINTU75$51,2190.00%
182MOTOROLA SOLUTIONS INCMSI110$50,3020.00%
183OGE ENERGY CORPOGE1,056$48,8620.00%
184US BANCORP DELUSB-PS1,000$48,3300.00%
185CATERPILLAR INCCAT100$47,7150.00%
186ISHARES TR46432F842542$47,3230.00%
187COGNIZANT TECHNOLOGY SOLUTIOCTSH700$46,9490.00%
188DEERE & CODE100$45,7260.00%
189OPEN TEXT CORPOTEX1,200$44,8560.00%
190DOMINION ENERGY INCD730$44,6550.00%
191MARRIOTT INTL INC NEW571903202167$43,4940.00%
192PROGRESSIVE CORP743315103175$43,2170.00%
193LOWES COS INC548661107170$42,7230.00%
194YUM BRANDS INCYUM276$41,9520.00%
195MOSAIC CO NEWMOS1,200$41,6160.00%
196VANGUARD WHITEHALL FDS921946794488$41,3240.00%
197KRAFT HEINZ COKHC1,568$40,8310.00%
198ALLIANT ENERGY CORPLNT600$40,4460.00%
199UNITEDHEALTH GROUP INCUNH117$40,3810.00%
200CDW CORPCDW250$39,8200.00%
201ISHARES TR464287473284$39,6670.00%
202INTEL CORPINTC1,168$39,1920.00%
203ISHARES TR464287150269$39,1800.00%
204CHURCH & DWIGHT CO INCCHD440$38,5580.00%
205DARDEN RESTAURANTS INCDRI200$38,0720.00%
206ROPER TECHNOLOGIES INCROP75$37,4020.00%
207WESTAMERICA BANCORPORATIONWABC740$36,9930.00%
208DELTA AIR LINES INC DELDAL650$36,8880.00%
209DELL TECHNOLOGIES INCDELL252$35,7270.00%
210CHUBB LIMITEDCB125$35,2820.00%
211STARBUCKS CORPSBUX416$35,1940.00%
212UGI CORP NEW9026811051,050$34,9230.00%
213SYLVAMO CORPSLVM726$32,1040.00%
214TARGET CORPTGT350$31,3950.00%
215WELLS FARGO CO NEW94974680425$30,8580.00%
216REGENERON PHARMACEUTICALSREGN54$30,3630.00%
217CHURCHILL DOWNS INCCHDN300$29,1030.00%
218ISHARES TR464287606300$28,7970.00%
219LAUDER ESTEE COS INC518439104300$26,4360.00%
220METLIFE INCMET-PF300$24,7110.00%
221NEWMARK GROUP INCNMRK1,273$23,7420.00%
222KRATOS DEFENSE & SEC SOLUTIO50077B207250$22,8430.00%
223GILEAD SCIENCES INCGILD200$22,2000.00%
224BOEING COBA-PA300$20,8710.00%
225DNP SELECT INCOME FD INC23325P1042,000$20,0200.00%
226ORION S.A.OEC2,500$18,9500.00%
227COHEN & STEERS TAX ADVAN PFD19249X108800$16,3280.00%
228NUVEEN FLOATING RATE INCOME67072T1081,823$14,9130.00%
229BLACKROCK FLOATING RATE INCOBLK1,094$14,2010.00%
230MILLROSE PPTYS INC601137102412$13,8480.00%
231EVERTEC INCEVTC401$13,5330.00%
232FS KKR CAP CORPFSK902$13,4670.00%
233WEC ENERGY GROUP INCWEC116$13,2930.00%
234ETSY INCETSY200$13,2780.00%
235WARNER BROS DISCOVERY INCWBD640$12,5000.00%
236FORD MTR CO3453708601,000$11,9600.00%
237YUM CHINA HLDGS INCYUMC276$11,8460.00%
238BAIN CAP SPECIALTY FIN INC05684B107800$11,4000.00%
239VIATRIS INCVTRS1,113$11,0190.00%
240SOLVENTUM CORPSOLV150$10,9500.00%
241ABRDN GLOBAL INFRA INCOME FU00326W106500$10,5650.00%
242WESBANCO INCWSBCO300$9,5790.00%
243THE CAMPBELLS COMPANYCPB300$9,4740.00%
244PUTNAM PREMIER INCOME TRPPT2,529$9,3330.00%
245GOLDMAN SACHS PHYSICAL GOLD38150K103225$8,5770.00%
246SEALED AIR CORP NEWSE178$6,2930.00%
247SUPER GROUP SGHC LIMITEDSGHC400$5,2800.00%
248ORGANON & COOGN452$4,8280.00%
249LIBERTY BROADBAND CORPLBRDP75$4,7660.00%
250T-MOBILE US INCTMUSZ18$4,3090.00%
251NEWSMAX INCNMAX300$3,7200.00%
252PARAMOUNT SKYDANCE CORPPSKY179$3,3870.00%
253LIBERTY MEDIA CORP DELFWONB32$3,1040.00%
254COINBASE GLOBAL INCCOIN9$3,0380.00%
255SIRIUSXM HOLDINGS INC829933100110$2,5610.00%
256THE TRADE DESK INC88339J10550$2,4510.00%
257AGILENT TECHNOLOGIES INCA19$2,4390.00%
258HUMANA INCHUM9$2,3420.00%
259FOUR CORNERS PPTY TR INC35086T10990$2,1960.00%
260ENPHASE ENERGY INCENPH55$1,9470.00%
261CAMECO CORPCCJ23$1,9290.00%
262SCHWAB CHARLES CORPSCHW-PJ19$1,8140.00%
263CHEMOURS COCC100$1,5840.00%
264KEYSIGHT TECHNOLOGIES INCKEYS9$1,5750.00%
265S&P GLOBAL INCSPGI3$1,4610.00%
266ADVANCED MICRO DEVICES INCAMD9$1,4570.00%
267MOODYS CORPMCO3$1,4300.00%
268OCCIDENTAL PETE CORP67459916256$1,4280.00%
269DENISON MINES CORPDNN517$1,4220.00%
270ORACLE CORPORCL-PD5$1,4070.00%
271ALCON AGALC18$1,3420.00%
272TRANSDIGM GROUP INCTDG1$1,3190.00%
273NEBIUS GROUP N.V.NBIS11$1,2350.00%
274KRANESHARES TRUST50076730629$1,2190.00%
275KYNDRYL HLDGS INCKD40$1,2020.00%
276NEXGEN ENERGY LTDNXE131$1,1730.00%
277ZIMVIE INC98888T10760$1,1370.00%
278ITAU UNIBANCO HLDG S A465562106146$1,0720.00%
279ISHARES INC46434G82213$1,0430.00%
280THERMO FISHER SCIENTIFIC INCTMO2$9710.00%
281CANADIAN PACIFIC KANSAS CITYCP12$8940.00%
282HDFC BANK LTDHDB26$8890.00%
283NU HLDGS LTDNU55$8810.00%
284SS&C TECHNOLOGIES HLDGS INCSSNC9$7990.00%
285VISTA ENERGY S.A.B. DE C.V.VSOGF22$7570.00%
286NEKTAR THERAPEUTICSNKTR13$7400.00%
287OKTA INCOKTA8$7340.00%
288CANADIAN NATL RY CO1363751027$6610.00%
289EASTMAN KODAK COKODK100$6410.00%
290IQVIA HLDGS INCIQV3$5700.00%
291ELASTIC N VESTC6$5070.00%
292ANALOG DEVICES INCADI2$4920.00%
293CONFLUENT INC20717M10324$4760.00%
294GRAPHIC PACKAGING HLDG COGPK24$4700.00%
295FIVE BELOW INCFIVE3$4650.00%
296SPROTT FDS TRSII7$4240.00%
297SUNCOR ENERGY INC NEWSU9$3770.00%
298LIBERTY GLOBAL LTDLBTYK30$3530.00%
299XPEL INCXPEL10$3310.00%
300ACV AUCTIONS INCACVA33$3280.00%
301STMICROELECTRONICS N VSTMEF10$2830.00%
302WILLSCOT HLDGS CORPWSC10$2120.00%
303LUMEN TECHNOLOGIES INCLUMN34$2090.00%
304XEROX HOLDINGS CORPXRXDW50$1880.00%
305XP INCXP3$570.00%
306GOPRO INCGPRO25$530.00%
307NOKIA CORPNOKBF4$200.00%