Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 20, 2014

Total Value ($000): $536,197 (100.0% shares, 0.0% debt)

Holdings (113)

Exxon Mobil Corp 6.8%
Value ($000) $36,627 Shares 374,972 Est. Cost $90.52 Unrealized
CPRT Copart Inc 4.8%
Value ($000) $25,919 Shares 712,249 Est. Cost $4.26 Unrealized +4.1%
General Electric Co 4.8%
Value ($000) $25,771 Shares 995,408 Est. Cost $23.30 Unrealized
Facebook Inc Cl A 4.3%
Value ($000) $23,150 Shares 384,300 Est. Cost $29.52 Unrealized
TFX Teleflex Inc 4.0%
Value ($000) $21,468 Shares 200,190 Est. Cost $73.92 Unrealized +22.6%
JPMorgan Chase & Co 3.9%
Value ($000) $21,047 Shares 346,674 Est. Cost $53.18 Unrealized
Cantel Medical Corp 3.5%
Value ($000) $18,870 Shares 559,608 Est. Cost $33.21 Unrealized
Waste Management Inc 2.9%
Value ($000) $15,790 Shares 375,325 Est. Cost $40.41 Unrealized
Google Inc Cl A 2.9%
Value ($000) $15,630 Shares 14,024 Est. Cost $894.60 Unrealized
UNP Union Pacific Corp 2.7%
Value ($000) $14,366 Shares 76,556 Est. Cost $57.06 Unrealized +19.6%
Royal Dutch Shell PLC Sp ADR A 2.6%
Value ($000) $14,120 Shares 193,265 Est. Cost $63.80 Unrealized
BAC Bank of America Corporation 2.5%
Value ($000) $13,554 Shares 788,050 Est. Cost $10.27 Unrealized +29.1%
YUM Yum Brands Inc 2.3%
Value ($000) $12,479 Shares 165,530 Est. Cost $41.08 Unrealized +2.4%
HD Home Depot Inc 2.3%
Value ($000) $12,412 Shares 156,850 Est. Cost $56.49 Unrealized +6.6%
TOL Toll Brothers Inc 2.3%
Value ($000) $12,149 Shares 338,410 Est. Cost $34.04 Unrealized +8.2%
QCOM Qualcomm Inc 2.3%
Value ($000) $12,114 Shares 153,620 Est. Cost $45.35 Unrealized +19.1%
Merck & Co Inc 1.9%
Value ($000) $10,370 Shares 182,661 Est. Cost $46.45 Unrealized
DOV Dover Corp 1.9%
Value ($000) $10,062 Shares 123,085 Est. Cost $39.99 Unrealized +25.8%
OXY Occidental Petroleum Corp 1.8%
Value ($000) $9,899 Shares 103,880 Est. Cost $58.31 Unrealized +7.1%
CVX Chevron Corp 1.8%
Value ($000) $9,801 Shares 82,420 Est. Cost $71.28 Unrealized -1.3%
EMR Emerson Electric Co 1.6%
Value ($000) $8,807 Shares 131,835 Est. Cost $40.02 Unrealized +19.4%
DE Deere & Co 1.6%
Value ($000) $8,757 Shares 96,445 Est. Cost $68.08 Unrealized +3.0%
MCD McDonalds Corp 1.6%
Value ($000) $8,730 Shares 89,050 Est. Cost $71.80 Unrealized -2.1%
Kimco Realty Corp 1.6%
Value ($000) $8,499 Shares 388,445 Est. Cost $21.44 Unrealized
NUE Nucor Corp 1.5%
Value ($000) $8,028 Shares 158,840 Est. Cost $32.91 Unrealized +14.0%
Starz Liberty Cap A 1.4%
Value ($000) $7,592 Shares 235,190 Est. Cost $31.07 Unrealized
Questar Corp 1.4%
Value ($000) $7,323 Shares 307,956 Est. Cost $23.84 Unrealized
Rand Logistics Inc 1.4%
Value ($000) $7,311 Shares 1,059,516 Est. Cost $5.32 Unrealized
Du Pont E I de Nemours & Co 1.2%
Value ($000) $6,537 Shares 97,420 Est. Cost $52.50 Unrealized
DIS Disney Walt Co Disney 1.1%
Value ($000) $6,160 Shares 76,932 Est. Cost $56.11 Unrealized +24.2%
MasterCard Inc Cl A 1.1%
Value ($000) $5,972 Shares 79,950 Est. Cost $106.38 Unrealized
NSC Norfolk Southern Corp 1.1%
Value ($000) $5,660 Shares 58,248 Est. Cost $57.67 Unrealized +23.8%
Oracle Corp 1.0%
Value ($000) $5,490 Shares 134,200 Est. Cost $30.71 Unrealized
PG Procter & Gamble Co 1.0%
Value ($000) $5,109 Shares 63,389 Est. Cost $55.00 Unrealized +2.7%
BioMed Realty Trust Inc 0.9%
Value ($000) $4,723 Shares 230,493 Est. Cost $20.22 Unrealized
QEP Resources Inc 0.9%
Value ($000) $4,567 Shares 155,120 Est. Cost $27.81 Unrealized
Trinity Biotech PLC Sp ADR 0.8%
Value ($000) $4,226 Shares 174,392 Est. Cost $24.56 Unrealized
Novartis AG Sp ADR 0.7%
Value ($000) $4,017 Shares 47,250 Est. Cost $75.07 Unrealized
Essex Rent Corp 0.7%
Value ($000) $3,992 Shares 1,348,688 Est. Cost $3.96 Unrealized
Dow Chemical Co 0.7%
Value ($000) $3,807 Shares 78,343 Est. Cost $32.17 Unrealized
M & T Bank Corp 0.7%
Value ($000) $3,519 Shares 29,008 Est. Cost $111.74 Unrealized
HON Honeywell Intl Inc 0.6%
Value ($000) $3,350 Shares 36,110 Est. Cost $53.13 Unrealized +21.8%
Kinder Morgan Inc 0.6%
Value ($000) $3,043 Shares 93,650 Est. Cost $38.15 Unrealized
BMY Bristol Myers Squibb Co 0.6%
Value ($000) $3,033 Shares 58,384 Est. Cost $28.67 Unrealized +25.3%
Black Diamond Inc 0.6%
Value ($000) $3,030 Shares 247,770 Est. Cost $9.45 Unrealized
PEP PepsiCo Inc 0.6%
Value ($000) $2,998 Shares 35,900 Est. Cost $56.00 Unrealized +1.5%
AT&T Inc 0.5%
Value ($000) $2,721 Shares 77,588 Est. Cost $35.40 Unrealized
3M Co 0.5%
Value ($000) $2,706 Shares 19,950 Est. Cost $109.37 Unrealized
Canadian Pacific Railway Ltd 0.5%
Value ($000) $2,663 Shares 17,700 Est. Cost $121.39 Unrealized
MTX Minerals Technologies Inc 0.5%
Value ($000) $2,557 Shares 39,610 Est. Cost $39.91 Unrealized +35.1%
Time Warner Inc 0.5%
Value ($000) $2,458 Shares 37,626 Est. Cost $58.05 Unrealized
IRBTQ iRobot Corp 0.4%
Value ($000) $2,214 Shares 53,940 Est. Cost $31.41 Unrealized +27.5%
JNJ Johnson & Johnson 0.4%
Value ($000) $2,038 Shares 20,752 Est. Cost $59.66 Unrealized +11.7%
Nextera Energy Inc 0.4%
Value ($000) $1,998 Shares 20,900 Est. Cost $81.47 Unrealized
KMB Kimberly Clark Corp 0.4%
Value ($000) $1,947 Shares 17,661 Est. Cost $63.06 Unrealized +10.0%
Knowles Corp 0.4%
Value ($000) $1,943 Shares 61,539 Est. Cost $31.57 Unrealized
TKR Timken Co 0.3%
Value ($000) $1,816 Shares 30,900 Est. Cost $39.57 Unrealized +3.8%
Abbvie Inc 0.3%
Value ($000) $1,547 Shares 30,100 Est. Cost $41.94 Unrealized
CL Colgate Palmolive Co 0.3%
Value ($000) $1,518 Shares 23,400 Est. Cost $44.38 Unrealized +7.9%
iStar Financial Inc 0.3%
Value ($000) $1,494 Shares 101,240 Est. Cost $11.29 Unrealized
Enwave Corp 0.3%
Value ($000) $1,391 Shares 1,280,500 Est. Cost $1.48 Unrealized
AAPL Apple Inc 0.3%
Value ($000) $1,388 Shares 2,586 Est. Cost $13.37 Unrealized +24.0%
Time Warner Cable Inc 0.3%
Value ($000) $1,385 Shares 10,093 Est. Cost $113.32 Unrealized
IP International Paper Co 0.3%
Value ($000) $1,363 Shares 29,700 Est. Cost $25.91 Unrealized +5.1%
Mead Johnson Nutrition Co Cl A 0.2%
Value ($000) $1,176 Shares 14,141 Est. Cost $79.20 Unrealized
Michael Kors Holdings Ltd 0.2%
Value ($000) $1,147 Shares 12,300 Est. Cost $93.25 Unrealized
Southwestern Energy Co 0.2%
Value ($000) $1,104 Shares 24,000 Est. Cost $36.53 Unrealized
Anadarko Petroleum Corp 0.2%
Value ($000) $1,022 Shares 12,058 Est. Cost $85.92 Unrealized
CAC Camden Natl Corp 0.2%
Value ($000) $1,009 Shares 24,490 Est. Cost $15.09 Unrealized +12.8%
Genomic Health Inc 0.2%
Value ($000) $972 Shares 36,900 Est. Cost $31.25 Unrealized
RDN Radian Group Inc 0.2%
Value ($000) $906 Shares 60,300 Est. Cost $12.60 Unrealized 0.0%
Express Scripts Holding Co 0.2%
Value ($000) $848 Shares 11,290 Est. Cost $61.74 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $847 Shares 22,000 Est. Cost $28.85 Unrealized +6.5%
Weingarten Realty Investors 0.2%
Value ($000) $826 Shares 27,524 Est. Cost $30.77 Unrealized
UPS United Parcel Service Inc Cl B 0.1%
Value ($000) $759 Shares 7,790 Est. Cost $55.38 Unrealized +15.9%
ConocoPhillips 0.1%
Value ($000) $669 Shares 9,506 Est. Cost $60.49 Unrealized
AXP American Express Co 0.1%
Value ($000) $617 Shares 6,850 Est. Cost $59.62 Unrealized +26.6%
Kinder Morgan Energy Partners 0.1%
Value ($000) $514 Shares 6,956 Est. Cost $85.39 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $502 Shares 5,047 Est. Cost $62.37 Unrealized +11.7%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $412 Shares 3,300 Est. Cost $110.02 Unrealized +6.2%
Praxair Inc 0.1%
Value ($000) $409 Shares 3,120 Est. Cost $115.06 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $402 Shares 12,530 Est. Cost $16.46 Unrealized +10.6%
AMGN Amgen Inc 0.1%
Value ($000) $389 Shares 3,150 Est. Cost $73.34 Unrealized +18.5%
Duke Energy Corp 0.1%
Value ($000) $379 Shares 5,326 Est. Cost $67.58 Unrealized
PSX Phillips 66 0.1%
Value ($000) $379 Shares 4,920 Est. Cost $40.44 Unrealized +23.2%
Dominion Resources Inc VA 0.1%
Value ($000) $376 Shares 5,300 Est. Cost $56.79 Unrealized
Verizon Communications Inc 0.1%
Value ($000) $373 Shares 7,838 Est. Cost $50.20 Unrealized
HP Helmerich & Payne Inc 0.1%
Value ($000) $344 Shares 3,200 Est. Cost $92.98 Unrealized 0.0%
IGNE Igene Biotechnology Inc 0.1%
Value ($000) $277 Shares 120,322,417 Est. Cost $0.00 Unrealized 0.0%
EPD Enterprise Prods Partners LP 0.1%
Value ($000) $277 Shares 4,000 Est. Cost $69.25 Unrealized
UGI UGI Corp 0.1%
Value ($000) $274 Shares 6,000 Est. Cost $26.32 Unrealized +9.4%
WMT Wal Mart Stores Inc 0.1%
Value ($000) $271 Shares 3,550 Est. Cost $19.98 Unrealized -0.4%
Power Solutions Intl Inc 0.1%
Value ($000) $271 Shares 3,610 Est. Cost $75.22 Unrealized
Zimmer Holdings Inc 0.0%
Value ($000) $255 Shares 2,691 Est. Cost $93.13 Unrealized
Allergan Inc 0.0%
Value ($000) $248 Shares 2,000 Est. Cost $124.00 Unrealized
Cytec Industries Inc 0.0%
Value ($000) $244 Shares 2,500 Est. Cost $81.20 Unrealized
Ventas Inc 0.0%
Value ($000) $238 Shares 3,933 Est. Cost $60.51 Unrealized
SO Southern Co 0.0%
Value ($000) $238 Shares 5,410 Est. Cost $25.27 Unrealized 0.0%
Freeport-McMoran Copper & Gold 0.0%
Value ($000) $231 Shares 7,000 Est. Cost $33.14 Unrealized
Cisco Systems Inc 0.0%
Value ($000) $226 Shares 10,100 Est. Cost $24.19 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $225 Shares 6,376 Est. Cost $24.30 Unrealized +1.9%
Dril-Quip Inc 0.0%
Value ($000) $224 Shares 2,000 Est. Cost $112.00 Unrealized
St Jude Med Inc 0.0%
Value ($000) $208 Shares 3,182 Est. Cost $65.37 Unrealized
IBM International Business Machine 0.0%
Value ($000) $204 Shares 1,060 Est. Cost $116.36 Unrealized -6.1%
AMZN Amazon.com Inc 0.0%
Value ($000) $202 Shares 600 Est. Cost $17.98 Unrealized +3.2%
Keryx Biopharmaceuticals Inc 0.0%
Value ($000) $170 Shares 10,000 Est. Cost $7.50 Unrealized
Spectra Energy Corp 0.0%
Value ($000) $166 Shares 4,500 Est. Cost $36.89 Unrealized
Presstek Inc 0.0%
Value ($000) $139 Shares 303,600 Est. Cost $0.46 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $97 Shares 1,000 Est. Cost $52.90 Unrealized +23.8%
EMC Corp MA 0.0%
Value ($000) $66 Shares 2,400 Est. Cost $27.50 Unrealized
Devon Energy Corp 0.0%
Value ($000) $38 Shares 568 Est. Cost $66.90 Unrealized
Aqua-Pure Ventures Inc 0.0%
Value ($000) $2 Shares 16,000 Est. Cost $0.19 Unrealized
Advanced Resources Group Inc 0.0%
Value ($000) $0 Shares 15,000 Est. Cost Unrealized