Kimelman & Baird, LLC
Annual return '25
+159.9%
SPY '25
+17.7%
Alpha
+142.2ptsvs SPY
Invested
$1.2B
Holdings
262
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +4071.6% (14.2k → 591.7k shares)
5.8%
02
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: New position (2.6k shares)
5.1%
03
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 2.2k shares)
5.0%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +541.2% (183.8k → 1.18M shares)
4.7%
05
$TJX
TJX COS INC NEW
Q4 2025: Sold 100.0% (338.2k → 27 shares)
4.3%
06
$WM
WASTE MGMT INC DEL
Q4 2025: Exited (was 211.1k shares)
3.9%
07
$GOOGL
ALPHABET INC
Q1 2026: Increased +1838.6% (37.0k → 717.8k shares)
3.7%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 54.8% (24.6k → 11.1k shares)
3.6%
09
$CPRT
COPART INC
Q4 2025: Exited (was 1.23M shares)
3.4%
10
$BAC
BANK AMERICA CORP
Q1 2026: Increased +57.5% (14.0k → 22.1k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:23 UTC.