SEC Form 13F

Kimelman & Baird, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-19
Reported value$1,357,125,384
Positions261

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$79,984,013276,417
MARVELL TECHNOLOGY INCMRVLCOM$71,013,253238,388
JPMORGAN CHASE & COJPMCOM$67,605,804206,537
AMAZON COM INCAMZNCOM$64,875,602272,198
COSTCO WHOLESALE CORPORATIONCOSTCOM$58,556,44862,596
ALPHABET INCGOOGLCAP STK CL A$55,801,468156,145
TJX COS INC NEWTJXCOM$49,538,774326,989
ELI LILLY & COLLYCOM$48,437,34340,384
BANK OF AMER CORPBACCOM$44,772,451785,757
WASTE MGMT INC DELWMCOM$44,685,145200,490

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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