Kimelman & Baird, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| BOEING CO | 333 | 117,271 | +116,938 | 71,950 | 25,461,958 | +25,390,008 |
| ELI LILLY & CO | 43,719 | 41,878 | -1,841 | 33,357,407 | 45,005,181 | +11,647,774 |
| ALPHABET INC | 166,197 | 160,123 | -6,074 | 40,402,491 | 50,118,499 | +9,716,008 |
| APPLE INC | 288,020 | 284,277 | -3,743 | 73,338,577 | 77,283,445 | +3,944,868 |
| MERCK & CO INC | 162,450 | 160,179 | -2,271 | 13,634,398 | 16,860,442 | +3,226,044 |
| DOVER CORP | 96,000 | 96,000 | 0 | 16,015,680 | 18,743,040 | +2,727,360 |
| AMAZON COM INC | 277,464 | 275,416 | -2,048 | 60,922,780 | 63,571,531 | +2,648,751 |
| BANK AMERICA CORP | 798,480 | 793,994 | -4,486 | 41,193,599 | 43,669,687 | +2,476,088 |
| TJX COS INC NEW | 338,188 | 332,104 | -6,084 | 48,881,636 | 51,014,434 | +2,132,798 |
| AMERICAN EXPRESS CO | 1,250 | 6,087 | +4,837 | 415,200 | 2,251,886 | +1,836,686 |
| NVIDIA CORPORATION | 59,373 | 67,759 | +8,386 | 11,077,815 | 12,637,054 | +1,559,239 |
| INTERNATIONAL BUSINESS MACHS | 104,710 | 104,919 | +209 | 29,544,974 | 31,078,057 | +1,533,083 |
| ALPHABET INC | 20,924 | 20,904 | -20 | 5,096,041 | 6,559,676 | +1,463,635 |
| SOLSTICE ADVANCED MATLS INC | 0 | 28,495 | +28,495 | 0 | 1,384,288 | +1,384,288 |
| UNILEVER PLC | 0 | 18,796 | +18,796 | 0 | 1,229,259 | +1,229,259 |
| NUCOR CORP | 37,550 | 37,465 | -85 | 5,085,397 | 6,110,917 | +1,025,520 |
| OPENLANE INC | 808,630 | 809,840 | +1,210 | 23,272,372 | 24,117,036 | +844,664 |
| EXXON MOBIL CORP | 97,188 | 97,180 | -8 | 10,957,947 | 11,694,642 | +736,695 |
| AMGEN INC | 14,240 | 14,240 | 0 | 4,018,528 | 4,660,895 | +642,367 |
| CAMDEN NATL CORP | 146,259 | 139,359 | -6,900 | 5,644,135 | 6,045,394 | +401,259 |
| QNITY ELECTRONICS INC | 0 | 4,634 | +4,634 | 0 | 378,367 | +378,367 |
| JPMORGAN CHASE & CO. | 235,406 | 231,570 | -3,836 | 74,254,266 | 74,616,640 | +362,374 |
| SEAGATE TECHNOLOGY HLDNGS PL | 9,025 | 9,025 | 0 | 2,130,442 | 2,485,395 | +354,953 |
| NEXTERA ENERGY INC | 68,424 | 68,424 | 0 | 5,165,328 | 5,493,079 | +327,751 |
| VISA INC | 108,239 | 106,186 | -2,053 | 36,950,460 | 37,240,317 | +289,857 |
| LUMENTUM HLDGS INC | 3,974 | 2,474 | -1,500 | 646,610 | 911,892 | +265,282 |
| MARVELL TECHNOLOGY INC | 246,641 | 247,062 | +421 | 20,735,109 | 20,995,329 | +260,220 |
| JOHNSON & JOHNSON | 10,396 | 10,396 | 0 | 1,927,627 | 2,151,453 | +223,826 |
| REGENERON PHARMACEUTICALS | 54 | 314 | +260 | 30,363 | 242,368 | +212,005 |
| SPDR GOLD TR | 5,490 | 5,390 | -100 | 1,951,531 | 2,136,111 | +184,580 |
| MEDTRONIC PLC | 168,969 | 169,390 | +421 | 16,092,608 | 16,271,604 | +178,996 |
| SHELL PLC | 66,176 | 66,176 | 0 | 4,733,570 | 4,862,613 | +129,043 |
| M & T BK CORP | 29,950 | 29,950 | 0 | 5,918,719 | 6,034,326 | +115,607 |
| EMERSON ELEC CO | 68,585 | 68,585 | 0 | 8,996,981 | 9,102,602 | +105,621 |
| EXACT SCIENCES CORP | 1,997 | 1,997 | 0 | 109,256 | 202,816 | +93,560 |
| TRAVELERS COMPANIES INC | 8,514 | 8,514 | 0 | 2,377,280 | 2,469,571 | +92,291 |
| RTX CORPORATION | 0 | 456 | +456 | 0 | 83,631 | +83,631 |
| GUARDANT HEALTH INC | 1,900 | 1,900 | 0 | 118,712 | 194,066 | +75,354 |
| GE AEROSPACE | 10,299 | 10,299 | 0 | 3,098,146 | 3,172,401 | +74,255 |
| NOVARTIS AG | 6,850 | 6,850 | 0 | 878,444 | 944,410 | +65,966 |
| PALANTIR TECHNOLOGIES INC | 300 | 620 | +320 | 54,726 | 110,205 | +55,479 |
| MCDONALDS CORP | 27,320 | 27,320 | 0 | 8,302,275 | 8,349,812 | +47,537 |
| SPDR INDEX SHS FDS | 14,500 | 14,500 | 0 | 858,545 | 901,030 | +42,485 |
| INTERNATIONAL FLAVORS&FRAGRA | 6,914 | 6,714 | -200 | 425,488 | 452,457 | +26,969 |
| CUMMINS INC | 300 | 300 | 0 | 126,711 | 153,135 | +26,424 |
| NEWMONT CORP | 1,360 | 1,360 | 0 | 114,662 | 135,796 | +21,134 |
| CARPENTER TECHNOLOGY CORP | 300 | 300 | 0 | 73,662 | 94,452 | +20,790 |
| QUALCOMM INC | 4,100 | 4,100 | 0 | 682,076 | 701,305 | +19,229 |
| ASHLAND INC | 4,728 | 4,182 | -546 | 226,519 | 245,358 | +18,839 |
| FEDEX CORP | 355 | 355 | 0 | 83,713 | 102,546 | +18,833 |
| AIRBNB INC | 1,149 | 1,149 | 0 | 139,512 | 155,943 | +16,431 |
| LCNB CORP | 11,500 | 11,500 | 0 | 172,385 | 188,485 | +16,100 |
| KEYCORP | 8,000 | 8,000 | 0 | 149,520 | 165,120 | +15,600 |
| SHOPIFY INC | 1,125 | 1,125 | 0 | 167,187 | 181,092 | +13,905 |
| MARRIOTT INTL INC NEW | 167 | 185 | +18 | 43,494 | 57,395 | +13,901 |
| BALL CORP | 5,265 | 5,265 | 0 | 265,462 | 278,888 | +13,426 |
| BANK NEW YORK MELLON CORP | 1,700 | 1,700 | 0 | 185,232 | 197,353 | +12,121 |
| COGNIZANT TECHNOLOGY SOLUTIO | 700 | 700 | 0 | 46,949 | 58,100 | +11,151 |
| VANGUARD INDEX FDS | 679 | 679 | 0 | 415,808 | 425,823 | +10,015 |
| CATERPILLAR INC | 100 | 100 | 0 | 47,715 | 57,287 | +9,572 |
| JBT MAREL CORPORATION | 900 | 900 | 0 | 126,405 | 135,603 | +9,198 |
| QUAKER HOUGHTON | 1,582 | 1,582 | 0 | 208,429 | 217,225 | +8,796 |
| SPDR S&P 500 ETF TR | 557 | 557 | 0 | 371,063 | 379,830 | +8,767 |
| DELTA AIR LINES INC DEL | 650 | 650 | 0 | 36,888 | 45,110 | +8,222 |
| FIRST BANCORP INC ME | 34,125 | 34,125 | 0 | 896,123 | 902,265 | +6,142 |
| WARNER BROS DISCOVERY INC | 640 | 640 | 0 | 12,500 | 18,445 | +5,945 |
| ASML HOLDING N V | 55 | 55 | 0 | 53,245 | 58,843 | +5,598 |
| CHURCHILL DOWNS INC | 300 | 300 | 0 | 29,103 | 34,134 | +5,031 |
| US BANCORP DEL | 1,000 | 1,000 | 0 | 48,330 | 53,360 | +5,030 |
| LAUDER ESTEE COS INC | 300 | 300 | 0 | 26,436 | 31,416 | +4,980 |
| UGI CORP NEW | 1,050 | 1,050 | 0 | 34,923 | 39,302 | +4,379 |
| CHUBB LIMITED | 125 | 125 | 0 | 35,282 | 39,015 | +3,733 |
| LOEWS CORP | 601 | 601 | 0 | 60,335 | 63,292 | +2,957 |
| LIBERTY LIVE HOLDINGS INC | 0 | 32 | +32 | 0 | 2,662 | +2,662 |
| VANGUARD WHITEHALL FDS | 488 | 488 | 0 | 41,324 | 43,920 | +2,596 |
| VIATRIS INC | 1,113 | 1,079 | -34 | 11,019 | 13,434 | +2,415 |
| GILEAD SCIENCES INC | 200 | 200 | 0 | 22,200 | 24,548 | +2,348 |
| CSX CORP | 3,000 | 3,000 | 0 | 106,530 | 108,750 | +2,220 |
| VANGUARD INDEX FDS | 261 | 261 | 0 | 125,179 | 127,332 | +2,153 |
| KEURIG DR PEPPER INC | 3,512 | 3,274 | -238 | 89,592 | 91,705 | +2,113 |
| TESLA INC | 375 | 375 | 0 | 166,770 | 168,645 | +1,875 |
| ISHARES TR | 2,250 | 2,250 | 0 | 146,835 | 148,500 | +1,665 |
| SENSIENT TECHNOLOGIES CORP | 16,650 | 16,650 | 0 | 1,562,603 | 1,564,268 | +1,665 |
| YUM CHINA HLDGS INC | 276 | 276 | 0 | 11,846 | 13,177 | +1,331 |
| ISHARES TR | 542 | 542 | 0 | 47,323 | 48,488 | +1,165 |
| FORD MTR CO | 1,000 | 1,000 | 0 | 11,960 | 13,120 | +1,160 |
| GOLDMAN SACHS PHYSICAL GOLD | 225 | 225 | 0 | 8,577 | 9,574 | +997 |
| CME GROUP INC | 323 | 323 | 0 | 87,272 | 88,205 | +933 |
| DEERE & CO | 100 | 100 | 0 | 45,726 | 46,557 | +831 |
| ISHARES TR | 269 | 269 | 0 | 39,180 | 39,998 | +818 |
| DIME CMNTY BANCSHARES INC | 2,729 | 2,729 | 0 | 81,399 | 82,108 | +709 |
| ISHARES TR | 130 | 130 | 0 | 60,894 | 61,529 | +635 |
| WESBANCO INC | 300 | 300 | 0 | 9,579 | 9,972 | +393 |
| ISHARES TR | 284 | 284 | 0 | 39,667 | 40,059 | +392 |
| KEYSIGHT TECHNOLOGIES INC | 9 | 9 | 0 | 1,575 | 1,829 | +254 |
| EASTMAN KODAK CO | 100 | 100 | 0 | 641 | 846 | +205 |
| AGILENT TECHNOLOGIES INC | 19 | 19 | 0 | 2,439 | 2,586 | +147 |
| IQVIA HLDGS INC | 3 | 3 | 0 | 570 | 677 | +107 |
| LUMEN TECHNOLOGIES INC | 34 | 34 | 0 | 209 | 265 | +56 |
| ANALOG DEVICES INC | 2 | 2 | 0 | 492 | 543 | +51 |