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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 Q4 2025 · Filed February 6, 2026 · Accession 0000890163-26-000003

Total Value
$1.30B
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL284,277$77.3M5.94%
2JPMORGAN CHASE & CO.VYLD231,570$74.6M5.73%
3AMAZON COM INCAMZN275,416$63.6M4.88%
4MICROSOFT CORPMSFT121,094$58.6M4.50%
5COSTCO WHSL CORP NEW22160K10563,089$54.4M4.18%
6TJX COS INC NEW872540109332,104$51.0M3.92%
7ALPHABET INCGOOG160,123$50.1M3.85%
8COPART INCCPRT1,236,433$48.4M3.72%
9BLACKSTONE INCBX313,775$48.4M3.72%
10WASTE MGMT INC DEL94106L109211,173$46.4M3.56%
11ELI LILLY & COLLY41,878$45.0M3.46%
12MASTERCARD INCORPORATEDMA78,569$44.9M3.45%
13BANK AMERICA CORP060505104793,994$43.7M3.36%
14HOME DEPOT INCHD118,052$40.6M3.12%
15VISA INCV106,186$37.2M2.86%
16WASTE CONNECTIONS INCWCN189,399$33.2M2.55%
17INTERNATIONAL BUSINESS MACHSINTR104,919$31.1M2.39%
18UBER TECHNOLOGIES INCUBER338,678$27.7M2.13%
19BOEING COBA-PA117,271$25.5M1.96%
20HONEYWELL INTL INC438516106129,863$25.3M1.95%
21OPENLANE INCOPLN809,840$24.1M1.85%
22UNION PAC CORPUNP102,304$23.7M1.82%
23OWENS CORNING NEWOC197,136$22.1M1.70%
24MARVELL TECHNOLOGY INCMRVL247,062$21.0M1.61%
25DOVER CORPDOV96,000$18.7M1.44%
26MERCK & CO INCMRK160,179$16.9M1.30%
27NORFOLK SOUTHN CORP65584410856,880$16.4M1.26%
28MEDTRONIC PLCMDT169,390$16.3M1.25%
29LINDE PLCLIN35,495$15.1M1.16%
30DISNEY WALT CO254687106131,945$15.0M1.15%
31NVIDIA CORPORATIONNVDA67,759$12.6M0.97%
32NIKE INCNKE184,937$11.8M0.91%
33EXXON MOBIL CORPXOM97,180$11.7M0.90%
34EMERSON ELEC COEMR68,585$9.1M0.70%
35MCDONALDS CORPMCD27,320$8.3M0.64%
36ABBVIE INCABBV30,656$7.0M0.54%
37ALPHABET INCGOOG20,904$6.6M0.50%
38CHEVRON CORP NEWCVX40,653$6.2M0.48%
39NUCOR CORPNUE37,465$6.1M0.47%
40CAMDEN NATL CORP133034108139,359$6.0M0.46%
41M & T BK CORP55261F10429,950$6.0M0.46%
42NEXTERA ENERGY INCNEE-PW68,424$5.5M0.42%
43SHELL PLCRYDAF66,176$4.9M0.37%
44AMGEN INCAMGN14,240$4.7M0.36%
45DIGIMARC CORP NEWDMRC680,817$4.5M0.34%
46STERIS PLCSTE14,658$3.7M0.29%
47GE AEROSPACE36960430110,299$3.2M0.24%
48ABBOTT LABSABLZF23,506$2.9M0.23%
49PROCTER AND GAMBLE CO74271810919,660$2.8M0.22%
50SEAGATE TECHNOLOGY HLDNGS PLSE9,025$2.5M0.19%
51TRAVELERS COMPANIES INCTRV8,514$2.5M0.19%
52MARSH & MCLENNAN COS INC57174810212,630$2.3M0.18%
53AMERICAN EXPRESS COAXP6,087$2.3M0.17%
54JOHNSON & JOHNSONJNJ10,396$2.2M0.17%
55SPDR GOLD TRGLD5,390$2.1M0.16%
56SENSIENT TECHNOLOGIES CORPSXT16,650$1.6M0.12%
57CISCO SYS INCCSCO19,911$1.5M0.12%
58ECOLAB INCECL5,658$1.5M0.11%
59SOLSTICE ADVANCED MATLS INC83443Q10328,495$1.4M0.11%
60KIMCO RLTY CORP49446R10968,125$1.4M0.11%
61MINERALS TECHNOLOGIES INCMTX21,532$1.3M0.10%
62UNILEVER PLCUNLYF18,796$1.2M0.09%
63SYSCO CORPSYY16,599$1.2M0.09%
64MONDELEZ INTL INC60920710522,607$1.2M0.09%
65PHILIP MORRIS INTL INC7181721097,297$1.2M0.09%
66PFIZER INCPFE44,891$1.1M0.09%
67COMCAST CORP NEWCCZ34,778$1.0M0.08%
68EOG RES INCEOG9,695$1.0M0.08%
69VISTRA CORPVST6,200$1.0M0.08%
70KROGER COKR15,300$955,9440.07%
71NOVARTIS AGNVSEF6,850$944,4100.07%
72LUMENTUM HLDGS INCLITE2,474$911,8920.07%
73FIRST BANCORP INC MEFNLC34,125$902,2650.07%
74SPDR INDEX SHS FDS78463X54114,500$901,0300.07%
75GE VERNOVA INCGEV1,378$900,6200.07%
76TRANE TECHNOLOGIES PLCTT2,190$852,3480.07%
77BRISTOL-MYERS SQUIBB COCELG-RI15,525$837,4190.06%
783M COMMM4,800$768,4800.06%
79QUALCOMM INCQCOM4,100$701,3050.05%
80META PLATFORMS INCMETA1,027$677,9130.05%
81GENUINE PARTS COGPC5,500$676,2800.05%
82CONOCOPHILLIPSCOP6,850$641,2290.05%
83NISOURCE INCNI13,950$582,5520.04%
84UTZ BRANDS INCUTZ54,484$565,5440.04%
85GENERAL MLS INC37033410411,942$555,3030.04%
86PALO ALTO NETWORKS INCPANW3,000$552,6000.04%
87NEWS CORP NEWNWSLL20,812$543,6100.04%
88COCA COLA COKO7,400$517,3340.04%
89FULLER H B COFUL8,400$499,4640.04%
90WENDYS CO95058W10057,355$477,7680.04%
91INTERNATIONAL FLAVORS&FRAGRA4595061016,714$452,4570.03%
92CORTEVA INCCTVA6,651$445,8170.03%
93SMUCKER J M CO8326964054,500$440,1450.03%
94KIMBERLY-CLARK CORPKMB4,350$438,8720.03%
95VANGUARD INDEX FDS922908363679$425,8230.03%
96SPDR S&P 500 ETF TRSPY557$379,8300.03%
97QNITY ELECTRONICS INCQ4,634$378,3670.03%
98DUPONT DE NEMOURS INCDD9,272$372,7350.03%
99DOW INCDOW14,095$329,5420.03%
100PEPSICO INCPEP2,248$322,6330.02%
101SMURFIT WESTROCK PLCSW8,250$319,0280.02%
102NETFLIX INCNFLX3,300$309,4080.02%
103BALL CORPBALL5,265$278,8880.02%
104COLGATE PALMOLIVE COCL3,500$276,5700.02%
105EVERGY INCEVRG3,734$270,6780.02%
106TEXAS INSTRS INC8825081041,500$260,2350.02%
107BERKSHIRE HATHAWAY INC DELBRK-A500$251,3250.02%
108ASHLAND INCASH4,182$245,3580.02%
109REGENERON PHARMACEUTICALSREGN314$242,3680.02%
110FRESENIUS MEDICAL CARE AGFMCQF9,734$231,8640.02%
111QUAKER HOUGHTON7473161071,582$217,2250.02%
112EXACT SCIENCES CORP30063P1051,997$202,8160.02%
113ENBRIDGE INCENNPF4,220$201,8430.02%
114BANK NEW YORK MELLON CORP0640581001,700$197,3530.02%
115GUARDANT HEALTH INCGH1,900$194,0660.01%
116LCNB CORPLCNB11,500$188,4850.01%
117ADOBE INCADBE524$183,3950.01%
118SHOPIFY INCSHOP1,125$181,0920.01%
119EQT CORPEQT3,375$180,9000.01%
120ARCHER DANIELS MIDLAND COADM3,115$179,0820.01%
121TESLA INCTSLA375$168,6450.01%
122KEYCORP4932671088,000$165,1200.01%
123TELEFLEX INCORPORATEDTFX1,331$162,4170.01%
124DUKE ENERGY CORP NEWDUKB1,332$156,1240.01%
125AIRBNB INCABNB1,149$155,9430.01%
126MARATHON PETE CORPMARA942$153,1980.01%
127CUMMINS INCCMI300$153,1350.01%
128ISHARES TR4642875072,250$148,5000.01%
129WALMART INCWMT1,285$143,1620.01%
130FMC CORPFMC10,000$138,7000.01%
131WATTS WATER TECHNOLOGIES INCWTS500$138,0100.01%
132NEWMONT CORPNEMCL1,360$135,7960.01%
133JBT MAREL CORPORATIONJBTM900$135,6030.01%
134SEMPRASREA1,500$132,4350.01%
135VANGUARD INDEX FDS922908736261$127,3320.01%
136KINDER MORGAN INC DELEP-PC4,500$123,7050.01%
137EATON CORP PLCETN387$123,2640.01%
138CONAGRA BRANDS INCCAG6,920$119,7860.01%
139WESTLAKE CORPORATIONWLK1,500$110,9100.01%
140PALANTIR TECHNOLOGIES INCPLTR620$110,2050.01%
141CSX CORPCSX3,000$108,7500.01%
142FEDEX CORPFDX355$102,5460.01%
143AT&T INCT-PC4,058$100,8010.01%
144AMERIPRISE FINL INC03076C106200$98,0680.01%
145CARPENTER TECHNOLOGY CORPCRS300$94,4520.01%
146KEURIG DR PEPPER INCKDP3,274$91,7050.01%
147CME GROUP INCCME323$88,2050.01%
148DIAGEO PLCDGEAF1,000$86,2700.01%
149LENNAR CORPLEN-B825$84,8100.01%
150VANGUARD INDEX FDS922908744441$84,2270.01%
151RTX CORPORATIONRTX456$83,6310.01%
152DIME CMNTY BANCSHARES INC25432X1022,729$82,1080.01%
153WEYERHAEUSER CO MTN BEWY3,413$80,8540.01%
154PHILLIPS 66PSX625$80,6500.01%
155VERIZON COMMUNICATIONS INCVZ1,956$79,6680.01%
156PUBLIC SVC ENTERPRISE GRP IN744573106900$72,2700.01%
157VANGUARD WHITEHALL FDS921946406469$67,3110.01%
158LOEWS CORPL601$63,2920.00%
159ISHARES TR464287614130$61,5290.00%
160WILLIAMS COS INC9694571001,000$60,1100.00%
161ASML HOLDING N VASMLF55$58,8430.00%
162ISHARES TR464287481428$58,6110.00%
163COGNIZANT TECHNOLOGY SOLUTIOCTSH700$58,1000.00%
164MARRIOTT INTL INC NEW571903202185$57,3950.00%
165CATERPILLAR INCCAT100$57,2870.00%
166ZIMMER BIOMET HOLDINGS INCZBH600$53,9520.00%
167CENTERPOINT ENERGY INCCNP1,400$53,6760.00%
168US BANCORP DELUSB-PS1,000$53,3600.00%
169ALLEGION PLCALLE333$53,0210.00%
170CF INDS HLDGS INC125269100675$52,2050.00%
171INTUITINTU75$49,6820.00%
172INGERSOLL RAND INCIR626$49,5920.00%
173ISHARES TR46432F842542$48,4880.00%
174XCEL ENERGY INCXELLL652$48,1570.00%
175DEERE & CODE100$46,5570.00%
176DELTA AIR LINES INC DELDAL650$45,1100.00%
177VANGUARD WHITEHALL FDS921946794488$43,9200.00%
178MOTOROLA SOLUTIONS INCMSI110$42,1660.00%
179LAMB WESTON HLDGS INCLW999$41,8490.00%
180YUM BRANDS INCYUM276$41,7540.00%
181LOWES COS INC548661107170$40,9980.00%
182ISHARES TR464287473284$40,0590.00%
183ISHARES TR464287150269$39,9980.00%
184PROGRESSIVE CORP743315103175$39,8510.00%
185UGI CORP NEW9026811051,050$39,3020.00%
186OPEN TEXT CORPOTEX1,200$39,0960.00%
187CHUBB LIMITEDCB125$39,0150.00%
188ALLIANT ENERGY CORPLNT600$39,0060.00%
189CHURCH & DWIGHT CO INCCHD440$36,8940.00%
190DARDEN RESTAURANTS INCDRI200$36,8040.00%
191OGE ENERGY CORPOGE844$36,0390.00%
192DOMINION ENERGY INCD600$35,1540.00%
193STARBUCKS CORPSBUX416$35,0320.00%
194CHURCHILL DOWNS INCCHDN300$34,1340.00%
195CDW CORPCDW250$34,0500.00%
196ROPER TECHNOLOGIES INCROP75$33,3850.00%
197DELL TECHNOLOGIES INCDELL252$31,7220.00%
198LAUDER ESTEE COS INC518439104300$31,4160.00%
199WELLS FARGO CO NEW94974680425$30,3000.00%
200INTEL CORPINTC800$29,5200.00%
201MOSAIC CO NEWMOS1,200$28,9080.00%
202FISERV INCFISV400$26,8680.00%
203UNITEDHEALTH GROUP INCUNH75$24,7590.00%
204GILEAD SCIENCES INCGILD200$24,5480.00%
205WESTAMERICA BANCORPORATIONWABC505$24,1550.00%
206NEWMARK GROUP INCNMRK1,273$22,0740.00%
207BOEING COBA-PA300$20,7180.00%
208DNP SELECT INCOME FD INC23325P1042,000$19,9800.00%
209TARGET CORPTGT200$19,5500.00%
210KRATOS DEFENSE & SEC SOLUTIO50077B207250$18,9780.00%
211WARNER BROS DISCOVERY INCWBD640$18,4450.00%
212VIATRIS INCVTRS1,079$13,4340.00%
213ORION S.A.OEC2,500$13,2000.00%
214YUM CHINA HLDGS INCYUMC276$13,1770.00%
215FORD MTR CO3453708601,000$13,1200.00%
216MILLROSE PPTYS INC601137102412$12,3070.00%
217WEC ENERGY GROUP INCWEC116$12,2340.00%
218ETSY INCETSY200$11,0880.00%
219UNITED PARCEL SERVICE INCUPS102$10,0860.00%
220WESBANCO INCWSBCO300$9,9720.00%
221GOLDMAN SACHS PHYSICAL GOLD38150K103225$9,5740.00%
222PUTNAM PREMIER INCOME TRPPT2,529$8,9530.00%
223THE CAMPBELLS COMPANYCPB300$8,3610.00%
224SUPER GROUP SGHC LIMITEDSGHC400$4,7800.00%
225SLB LIMITEDSLB100$3,8380.00%
226LIBERTY BROADBAND CORPLBRDP75$3,6450.00%
227ORGANON & COOGN450$3,2270.00%
228LIBERTY LIVE HOLDINGS INCLLYVK32$2,6620.00%
229T-MOBILE US INCTMUSZ13$2,6400.00%
230AGILENT TECHNOLOGIES INCA19$2,5860.00%
231PARAMOUNT SKYDANCE CORPPSKY179$2,3990.00%
232BLACKROCK FLOATING RATE INCOBLK200$2,3560.00%
233HUMANA INCHUM9$2,3060.00%
234SIRIUSXM HOLDINGS INC829933100110$2,2000.00%
235FOUR CORNERS PPTY TR INC35086T10990$2,0760.00%
236COINBASE GLOBAL INCCOIN9$2,0360.00%
237THE TRADE DESK INC88339J10550$1,8980.00%
238KEYSIGHT TECHNOLOGIES INCKEYS9$1,8290.00%
239ENPHASE ENERGY INCENPH55$1,7630.00%
240DENISON MINES CORPDNN517$1,3760.00%
241KRAFT HEINZ COKHC50$1,2130.00%
242NEXGEN ENERGY LTDNXE131$1,2060.00%
243CHEMOURS COCC100$1,1790.00%
244OCCIDENTAL PETE CORP67459916256$1,0790.00%
245ITAU UNIBANCO HLDG S A465562106150$1,0770.00%
246KYNDRYL HLDGS INCKD40$1,0630.00%
247ORACLE CORPORCL-PD5$9750.00%
248NEBIUS GROUP N.V.NBIS11$9210.00%
249EASTMAN KODAK COKODK100$8460.00%
250SERVICENOW INCNOW5$7660.00%
251IQVIA HLDGS INCIQV3$6770.00%
252NEKTAR THERAPEUTICSNKTR13$5500.00%
253ANALOG DEVICES INCADI2$5430.00%
254ADVANCED MICRO DEVICES INCAMD2$4290.00%
255SPROTT FDS TRSII7$3850.00%
256LIBERTY GLOBAL LTDLBTYK30$3320.00%
257GE HEALTHCARE TECHNOLOGIES IGEHC4$3290.00%
258LUMEN TECHNOLOGIES INCLUMN34$2650.00%
259XEROX HOLDINGS CORPXRXDW50$1190.00%
260XP INCXP3$500.00%
261GOPRO INCGPRO25$360.00%
262ISHARES TR4642876060$300.00%
263NOKIA CORPNOKBF4$260.00%