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| Happy Holidays!! thanks for using AUM13F!! |
| Kimelman & Baird LLC
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| CRD # | 2440 |
| SEC # | 801-9182 |
| CIK # | 0001318103 |
| AUM | $1.4 B (2025-05-30) |
| Employees | 7 (57% Investors, 71% Brokers) |
| Phone | 212-686-0021 |
| Address | 800 Third Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001318103 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| J P Morgan Chase & Co | 70.8 | |
| Costco Wholesale Corp /NEW | 62.0 | |
| Microsoft Corp | 61.8 | |
| Amazon Com Inc | 60.8 | |
| Apple Inc | 60.3 | |
| Copart Inc | 60.0 | |
| Waste Management Inc | 48.0 | |
| Blackstone Group LP | 47.3 | |
| Mastercard Inc | 45.2 | |
| Home Depot Inc | 43.3 | |
| TJX Companies Inc /DE/ | 41.4 | |
| VISA Inc | 38.0 | |
| Bank of America Corp /DE/ | 37.5 | |
| Progressive Waste Solutions Ltd | 35.0 | |
| Lilly Eli & Co | 34.5 | |
| Uber Technologies Inc | 31.2 | |
| International Business Machines Corp | 30.6 | |
| Alphabet Inc | 30.1 | |
| Honeywell International Inc | 29.8 | |
| Owens Corning | 28.2 | |
| Union Pacific Corp | 23.5 | |
| KAR Auction Services Inc | 19.5 | |
| Dover Corp | 17.6 | |
| Linde PLC | 16.2 | |
| Walt Disney Co | 16.0 | |
| Norfolk Southern Corp | 14.6 | |
| United Parcel Service Inc | 13.7 | |
| Merck & Co Inc | 12.9 | |
| Nike Inc | 12.8 | |
| Medtronic Holdings Ltd | 12.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 54.4 |
| (b) Individuals (high net worth individuals) | 111 | 1,288.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.7 |
| (h) Charitable organizations | 5 | 86.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 1,430.8 |
| By Discretionary | ||
| Discretionary | 517 | 1,430.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 517 | 1,430.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 1,426.4 | |
| Total | 517 | 1,430.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001318103] |
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|---|---|---|
|
Rodgers & Associates LLC
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|
PA | 1.5 |
|
ARS Wealth Advisors Group LLC
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FL | 1.5 |
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LGT Wealth Management US Limited
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1.4 | |
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Willis Johnson & Associates Inc
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TX | 1.4 |
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Telos Capital Management Inc
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CA | 1.4 |
|
Sheaff Brock Investment Advisors LLC
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IN | 1.4 |
|
Bloom Advisors Inc
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MI | 1.4 |
|
Ally Invest Advisors Inc
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NC | 1.4 |
|
Romano Brothers and Company
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|
IL | 1.4 |
|
The Nemes Rush Group LLC
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MI | 1.4 |