Kimelman & Baird, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REGENERON PHARMACEUTICALS(REGN) | 314 | 10,856 | +10,542 | 242,368 | 8,387,780 | 0.69% | +8,145,412 |
| COSTCO WHOLESALE CORPORATION(COST) | 63,089 | 62,722 | -367 | 54,404,384 | 62,498,332 | 5.14% | +8,093,948 |
| CISCO SYS INC(CSCO) | 19,911 | 97,254 | +77,343 | 1,533,745 | 7,545,938 | 0.62% | +6,012,193 |
| EXXON MOBIL CORP | 97,180 | 97,180 | 0 | 11,694,642 | 16,487,559 | 1.36% | +4,792,917 |
| HONEYWELL INTL INC(HON) | 129,863 | 129,687 | -176 | 25,335,041 | 29,313,232 | 2.41% | +3,978,191 |
| MARVELL TECHNOLOGY INC(MRVL) | 247,062 | 246,782 | -280 | 20,995,329 | 24,443,758 | 2.01% | +3,448,429 |
| LINDE PLC(LIN) | 35,495 | 35,799 | +304 | 15,134,714 | 17,747,713 | 1.46% | +2,612,999 |
| TRAVELERS COMPANIES INC(TRV) | 0 | 8,514 | +8,514 | 0 | 2,483,364 | 0.20% | +2,483,364 |
| MERCK & CO INC(MRK) | 160,179 | 160,179 | 0 | 16,860,442 | 19,267,932 | 1.59% | +2,407,490 |
| CHEVRON CORPORATION(CVX) | 40,653 | 40,433 | -220 | 6,195,924 | 8,365,588 | 0.69% | +2,169,664 |
| NVIDIA CORPORATION(NVDA) | 67,759 | 84,120 | +16,361 | 12,637,054 | 14,670,528 | 1.21% | +2,033,474 |
| TJX COS INC NEW(TJX) | 332,104 | 329,412 | -2,692 | 51,014,434 | 52,607,033 | 4.33% | +1,592,599 |
| SHELL PLC(SHEL) | 66,176 | 66,176 | 0 | 4,862,613 | 6,154,368 | 0.51% | +1,291,755 |
| DOVER CORP(DOV) | 96,000 | 96,000 | 0 | 18,743,040 | 20,011,200 | 1.65% | +1,268,160 |
| UNION PAC CORP(UNP) | 102,304 | 102,304 | 0 | 23,664,917 | 24,820,950 | 2.04% | +1,156,033 |
| WASTE MGMT INC DEL(WM) | 211,173 | 206,687 | -4,486 | 46,396,791 | 47,494,576 | 3.91% | +1,097,785 |
| SPDR INDEX SHS FDS ST STR NAT ETF | 0 | 14,500 | +14,500 | 0 | 1,082,715 | 0.09% | +1,082,715 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 9,025 | 9,025 | 0 | 2,485,395 | 3,535,634 | 0.29% | +1,050,239 |
| NEXTERA ENERGY INC(NEE) | 68,424 | 68,424 | 0 | 5,493,079 | 6,355,222 | 0.52% | +862,143 |
| LUMENTUM HLDGS INC(LITE) | 2,474 | 2,374 | -100 | 911,892 | 1,668,353 | 0.14% | +756,461 |
| ENPHASE ENERGY INC(ENPH) | 55 | 17,627 | +17,572 | 1,763 | 666,477 | 0.05% | +664,714 |
| AMERICAN EXPRESS CO(AXP) | 6,087 | 9,291 | +3,204 | 2,251,886 | 2,810,342 | 0.23% | +558,456 |
| CAMDEN NATL CORP(CAC) | 139,359 | 138,339 | -1,020 | 6,045,394 | 6,564,186 | 0.54% | +518,792 |
| JOHNSON & JOHNSON(JNJ) | 10,396 | 10,450 | +54 | 2,151,453 | 2,554,398 | 0.21% | +402,945 |
| AMGEN INC(AMGN) | 14,240 | 14,240 | 0 | 4,660,895 | 5,010,344 | 0.41% | +349,449 |
| EOG RES INC(EOG) | 9,695 | 9,400 | -295 | 1,018,072 | 1,358,958 | 0.11% | +340,886 |
| GE VERNOVA INC(GEV) | 1,378 | 1,378 | 0 | 900,620 | 1,202,857 | 0.10% | +302,237 |
| CONOCOPHILLIPS(COP) | 6,850 | 6,850 | 0 | 641,229 | 904,200 | 0.07% | +262,971 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 620 | 2,473 | +1,853 | 110,205 | 361,751 | 0.03% | +251,546 |
| NUCOR CORP(NUE) | 37,465 | 37,465 | 0 | 6,110,917 | 6,335,332 | 0.52% | +224,415 |
| MINERALS TECHNOLOGIES INC(MTX) | 21,532 | 21,532 | 0 | 1,312,376 | 1,527,050 | 0.13% | +214,674 |
| DOW HLDGS INC(DOW) | 14,095 | 12,728 | -1,367 | 329,542 | 530,122 | 0.04% | +200,580 |
| SPDR GOLD TR(GLD) | 5,390 | 5,390 | 0 | 2,136,111 | 2,319,264 | 0.19% | +183,153 |
| SERVICENOW INC(NOW) | 5 | 1,645 | +1,640 | 766 | 171,985 | 0.01% | +171,219 |
| M & T BK CORP(MTB) | 29,950 | 29,950 | 0 | 6,034,326 | 6,191,264 | 0.51% | +156,938 |
| QNITY ELECTRONICS INC(Q) | 4,634 | 4,634 | 0 | 378,367 | 534,671 | 0.04% | +156,304 |
| KROGER CO(KR) | 15,300 | 15,300 | 0 | 955,944 | 1,107,108 | 0.09% | +151,164 |
| KIMCO REALTY CORP(KIM) | 68,125 | 68,125 | 0 | 1,380,894 | 1,530,769 | 0.13% | +149,875 |
| CORTEVA INC(CTVA) | 6,651 | 6,651 | 0 | 445,817 | 556,756 | 0.05% | +110,939 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 15,525 | 15,525 | 0 | 837,419 | 941,592 | 0.08% | +104,173 |
| RTX CORPORATION(RTX) | 0 | 537 | +537 | 0 | 103,588 | 0.01% | +103,588 |
| NOVARTIS AG(NVS) | 6,850 | 6,850 | 0 | 944,410 | 1,046,338 | 0.09% | +101,928 |
| FIRST BANCORP INC ME | 34,125 | 35,625 | +1,500 | 902,265 | 998,569 | 0.08% | +96,304 |
| NEWMONT CORP(NEM) | 1,360 | 2,130 | +770 | 135,796 | 230,573 | 0.02% | +94,777 |
| PFIZER INC(PFE) | 44,891 | 42,976 | -1,915 | 1,117,786 | 1,206,767 | 0.10% | +88,981 |
| MARATHON PETE CORP(MPC) | 942 | 942 | 0 | 153,198 | 230,018 | 0.02% | +76,820 |
| WALMART INC(WMT) | 1,285 | 1,709 | +424 | 143,162 | 212,395 | 0.02% | +69,233 |
| MONDELEZ INTL INC(MDLZ) | 22,607 | 22,307 | -300 | 1,216,935 | 1,285,776 | 0.11% | +68,841 |
| NISOURCE INC(NI) | 13,950 | 13,950 | 0 | 582,552 | 650,907 | 0.05% | +68,355 |
| WESTLAKE CORPORATION(WLK) | 1,500 | 1,500 | 0 | 110,910 | 175,230 | 0.01% | +64,320 |
| TRANE TECHNOLOGIES PLC(TT) | 2,190 | 2,190 | 0 | 852,348 | 912,661 | 0.08% | +60,313 |
| DUPONT DE NEMOURS INC(DD) | 9,272 | 9,272 | 0 | 372,735 | 424,658 | 0.03% | +51,923 |
| INTERNATIONAL PAPER CO(IP) | 0 | 1,450 | +1,450 | 0 | 51,765 | 0.00% | +51,765 |
| ARCHER DANIELS MIDLAND CO | 3,115 | 3,115 | 0 | 179,082 | 226,430 | 0.02% | +47,348 |
| COCA COLA CO(KO) | 7,400 | 7,400 | 0 | 517,334 | 562,770 | 0.05% | +45,436 |
| PROCTER & GAMBLE CO(PG) | 19,660 | 19,804 | +144 | 2,817,475 | 2,860,490 | 0.24% | +43,015 |
| PEPSICO INC(PEP) | 2,248 | 2,323 | +75 | 322,633 | 360,739 | 0.03% | +38,106 |
| PHILIP MORRIS INTL INC(PM) | 7,297 | 7,297 | 0 | 1,170,439 | 1,206,486 | 0.10% | +36,047 |
| CF INDUSTRIES HOLD(CF) | 675 | 675 | 0 | 52,205 | 87,642 | 0.01% | +35,437 |
| EVERGY INC(EVRG) | 3,734 | 3,734 | 0 | 270,678 | 305,890 | 0.03% | +35,212 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 6,714 | 6,714 | 0 | 452,457 | 487,101 | 0.04% | +34,644 |
| EQT CORP(EQT) | 3,375 | 3,375 | 0 | 180,900 | 214,785 | 0.02% | +33,885 |
| FMC CORP(FMC) | 10,000 | 10,000 | 0 | 138,700 | 172,200 | 0.01% | +33,500 |
| PHILLIPS 66(PSX) | 625 | 625 | 0 | 80,650 | 113,863 | 0.01% | +33,213 |
| VANGUARD INTL EQUITY INDEX F | 0 | 432 | +432 | 0 | 32,444 | 0.00% | +32,444 |
| BALL CORP | 5,265 | 5,265 | 0 | 278,888 | 311,215 | 0.03% | +32,327 |
| TEXAS INSTRS INC(TXN) | 1,500 | 1,500 | 0 | 260,235 | 291,210 | 0.02% | +30,975 |
| CATERPILLAR INC(CAT) | 100 | 124 | +24 | 57,287 | 87,850 | 0.01% | +30,563 |
| KINDER MORGAN INC DEL(KMI) | 4,500 | 4,500 | 0 | 123,705 | 150,885 | 0.01% | +27,180 |
| ENBRIDGE INC(ENB) | 4,220 | 4,220 | 0 | 201,843 | 228,471 | 0.02% | +26,628 |
| VANGUARD WHITEHALL FDS | 469 | 619 | +150 | 67,311 | 91,674 | 0.01% | +24,363 |
| TARGET CORP(TGT) | 0 | 200 | +200 | 0 | 24,240 | 0.00% | +24,240 |
| FEDEX CORP(FDX) | 355 | 355 | 0 | 102,546 | 126,444 | 0.01% | +23,898 |
| CARPENTER TECHNOLOGY CORP(CRS) | 300 | 300 | 0 | 94,452 | 118,245 | 0.01% | +23,793 |
| VERIZON COMMUNICATIONS INC(VZ) | 1,956 | 2,044 | +88 | 79,668 | 102,609 | 0.01% | +22,941 |
| COLGATE PALMOLIVE CO(CL) | 3,500 | 3,500 | 0 | 276,570 | 298,305 | 0.02% | +21,735 |
| ECOLAB INC(ECL) | 5,658 | 5,658 | 0 | 1,485,339 | 1,505,142 | 0.12% | +19,803 |
| MORGAN STANLEY(MS) | 0 | 120 | +120 | 0 | 19,749 | 0.00% | +19,749 |
| FULLER H B CO(FUL) | 8,400 | 8,400 | 0 | 499,464 | 518,112 | 0.04% | +18,648 |
| DUKE ENERGY CORP NEW(DUK) | 1,332 | 1,332 | 0 | 156,124 | 174,413 | 0.01% | +18,289 |
| LOCKHEED MARTIN CORP(LMT) | 0 | 30 | +30 | 0 | 18,132 | 0.00% | +18,132 |
| NETFLIX INC.(NFLX) | 3,300 | 3,395 | +95 | 309,408 | 326,430 | 0.03% | +17,022 |
| AT&T INC(T) | 4,058 | 4,058 | 0 | 100,801 | 117,642 | 0.01% | +16,841 |
| EATON CORP PLC(ETN) | 387 | 387 | 0 | 123,264 | 138,419 | 0.01% | +15,155 |
| CSX CORP(CSX) | 3,000 | 3,000 | 0 | 108,750 | 123,150 | 0.01% | +14,400 |
| ASML HLDG NV N Y REGISTRY SHS | 55 | 55 | 0 | 58,843 | 72,646 | 0.01% | +13,803 |
| SEMPRA(SRE) | 1,500 | 1,500 | 0 | 132,435 | 145,755 | 0.01% | +13,320 |
| WILLIAMS COS INC(WMB) | 1,000 | 1,000 | 0 | 60,110 | 72,780 | 0.01% | +12,670 |
| CORNING INC(GLW) | 0 | 83 | +83 | 0 | 11,286 | 0.00% | +11,286 |
| VALERO ENERGY CORP(VLO) | 0 | 45 | +45 | 0 | 11,119 | 0.00% | +11,119 |
| ORACLE CORP(ORCL) | 5 | 81 | +76 | 975 | 11,916 | 0.00% | +10,941 |
| MCDONALDS CORP(MCD) | 27,320 | 26,901 | -419 | 8,349,812 | 8,360,562 | 0.69% | +10,750 |
| BROADCOM INC(AVGO) | 0 | 33 | +33 | 0 | 10,214 | 0.00% | +10,214 |
| DIME CMNTY BANCSHARES INC(DCBG) | 2,729 | 2,729 | 0 | 82,108 | 92,287 | 0.01% | +10,179 |
| LOWES COS INC(LOW) | 170 | 215 | +45 | 40,998 | 50,801 | 0.00% | +9,803 |
| DEERE & CO(DE) | 100 | 100 | 0 | 46,557 | 56,330 | 0.00% | +9,773 |
| DELL TECHNOLOGIES INC(DELL) | 252 | 252 | 0 | 31,722 | 41,361 | 0.00% | +9,639 |
| CUMMINS INC(CMI) | 300 | 300 | 0 | 153,135 | 161,406 | 0.01% | +8,271 |
| ACV AUCTIONS INC(ACVA) | 0 | 1,905 | +1,905 | 0 | 8,078 | 0.00% | +8,078 |
| CME GROUP INC(CME) | 323 | 323 | 0 | 88,205 | 95,399 | 0.01% | +7,194 |