Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 12, 2015

Total Value ($000): $554,850 (100.0% shares, 0.0% debt)

Holdings (118)

Exxon Mobil Corp 6.1%
Value ($000) $33,579 Shares 363,214 Est. Cost $90.56 Unrealized
Facebook Inc Cl A 5.0%
Value ($000) $27,734 Shares 355,468 Est. Cost $31.98 Unrealized
CPRT Copart Inc 4.6%
Value ($000) $25,309 Shares 693,591 Est. Cost $4.26 Unrealized +0.7%
General Electric Co 4.2%
Value ($000) $23,038 Shares 911,674 Est. Cost $23.37 Unrealized
Cantel Medical Corp 4.1%
Value ($000) $22,511 Shares 520,367 Est. Cost $33.97 Unrealized
TFX Teleflex Inc 3.3%
Value ($000) $18,506 Shares 161,170 Est. Cost $75.90 Unrealized +38.7%
JPMorgan Chase & Co 3.3%
Value ($000) $18,486 Shares 295,400 Est. Cost $53.77 Unrealized
HD Home Depot Inc 3.2%
Value ($000) $17,495 Shares 166,672 Est. Cost $58.55 Unrealized +27.8%
Waste Management Inc 3.1%
Value ($000) $16,945 Shares 330,175 Est. Cost $41.00 Unrealized
UNP Union Pacific Corp 2.9%
Value ($000) $15,837 Shares 132,942 Est. Cost $65.92 Unrealized +35.7%
BAC Bank of America Corporation 2.5%
Value ($000) $14,027 Shares 784,086 Est. Cost $10.48 Unrealized +29.3%
Royal Dutch Shell PLC Sp ADR A 2.4%
Value ($000) $13,106 Shares 195,765 Est. Cost $64.03 Unrealized
QCOM Qualcomm Inc 2.2%
Value ($000) $12,318 Shares 165,719 Est. Cost $46.51 Unrealized +14.7%
LLY Eli Lilly & Co 2.0%
Value ($000) $11,205 Shares 162,420 Est. Cost $48.02 Unrealized +14.9%
Merck & Co Inc 1.9%
Value ($000) $10,373 Shares 182,661 Est. Cost $46.45 Unrealized
TOL Toll Brothers Inc 1.8%
Value ($000) $10,236 Shares 298,690 Est. Cost $34.07 Unrealized -4.3%
MTX Minerals Technologies Inc 1.8%
Value ($000) $10,234 Shares 147,355 Est. Cost $54.38 Unrealized +22.3%
Du Pont E I de Nemours & Co 1.8%
Value ($000) $9,751 Shares 131,870 Est. Cost $55.88 Unrealized
EMR Emerson Electric Co 1.7%
Value ($000) $9,496 Shares 153,835 Est. Cost $41.33 Unrealized +12.3%
Questar Corp 1.7%
Value ($000) $9,320 Shares 368,668 Est. Cost $24.11 Unrealized
CVX Chevron Corp 1.6%
Value ($000) $8,906 Shares 79,387 Est. Cost $71.27 Unrealized -1.0%
DE Deere & Co 1.6%
Value ($000) $8,667 Shares 97,970 Est. Cost $68.45 Unrealized +3.2%
DOV Dover Corp 1.5%
Value ($000) $8,580 Shares 119,635 Est. Cost $39.99 Unrealized +27.1%
OXY Occidental Petroleum Corp 1.4%
Value ($000) $7,492 Shares 92,938 Est. Cost $58.98 Unrealized +0.5%
DIS Disney Walt Co Disney 1.3%
Value ($000) $7,434 Shares 78,932 Est. Cost $56.55 Unrealized +43.8%
Kimco Realty Corp 1.3%
Value ($000) $7,292 Shares 290,045 Est. Cost $21.59 Unrealized
MCD McDonalds Corp 1.3%
Value ($000) $6,985 Shares 74,550 Est. Cost $71.80 Unrealized -1.7%
Google Inc Cl A 1.3%
Value ($000) $6,972 Shares 13,138 Est. Cost $876.18 Unrealized
NUE Nucor Corp 1.2%
Value ($000) $6,739 Shares 137,390 Est. Cost $33.55 Unrealized +18.5%
Oracle Corp 1.2%
Value ($000) $6,630 Shares 147,435 Est. Cost $31.95 Unrealized
Novartis AG Sp ADR 1.2%
Value ($000) $6,602 Shares 71,250 Est. Cost $82.57 Unrealized
BioMed Realty Trust Inc 1.2%
Value ($000) $6,409 Shares 297,524 Est. Cost $20.61 Unrealized
YUM Yum Brands Inc 1.2%
Value ($000) $6,396 Shares 87,800 Est. Cost $41.17 Unrealized +2.6%
NSC Norfolk Southern Corp 1.1%
Value ($000) $6,374 Shares 58,148 Est. Cost $57.67 Unrealized +48.8%
Google Inc Cl C 1.1%
Value ($000) $6,349 Shares 12,060 Est. Cost $575.29 Unrealized
Starz Liberty Cap A 1.1%
Value ($000) $6,203 Shares 208,874 Est. Cost $30.94 Unrealized
MasterCard Inc Cl A 1.1%
Value ($000) $6,014 Shares 69,800 Est. Cost $104.43 Unrealized
AMZN Amazon.com Inc 1.0%
Value ($000) $5,623 Shares 18,120 Est. Cost $15.89 Unrealized -1.9%
PG Procter & Gamble Co 0.9%
Value ($000) $4,744 Shares 52,083 Est. Cost $55.15 Unrealized +17.1%
Dow Chemical Co 0.8%
Value ($000) $4,582 Shares 100,462 Est. Cost $36.41 Unrealized
Kinder Morgan Inc 0.8%
Value ($000) $4,334 Shares 102,446 Est. Cost $38.51 Unrealized
Sparton Corp 0.8%
Value ($000) $4,312 Shares 152,170 Est. Cost $24.93 Unrealized
M & T Bank Corp 0.7%
Value ($000) $3,883 Shares 30,908 Est. Cost $112.50 Unrealized
BMY Bristol Myers Squibb Co 0.7%
Value ($000) $3,771 Shares 63,884 Est. Cost $29.08 Unrealized +33.8%
HON Honeywell Intl Inc 0.7%
Value ($000) $3,608 Shares 36,110 Est. Cost $53.13 Unrealized +28.5%
Rand Logistics Inc 0.6%
Value ($000) $3,504 Shares 887,071 Est. Cost $5.15 Unrealized
PEP PepsiCo Inc 0.6%
Value ($000) $3,308 Shares 34,990 Est. Cost $56.13 Unrealized +22.2%
Time Warner Inc 0.6%
Value ($000) $3,078 Shares 36,033 Est. Cost $59.12 Unrealized
Power Solutions Intl Inc 0.5%
Value ($000) $2,941 Shares 56,992 Est. Cost $72.17 Unrealized
AT&T Inc 0.5%
Value ($000) $2,633 Shares 78,388 Est. Cost $35.40 Unrealized
AAPL Apple Inc 0.4%
Value ($000) $2,446 Shares 22,155 Est. Cost $19.06 Unrealized +26.4%
Trinity Biotech PLC Sp ADR 0.4%
Value ($000) $2,362 Shares 134,892 Est. Cost $24.49 Unrealized
Nextera Energy Inc 0.4%
Value ($000) $2,221 Shares 20,900 Est. Cost $81.47 Unrealized
Black Diamond Inc 0.4%
Value ($000) $2,136 Shares 244,070 Est. Cost $9.57 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $2,133 Shares 20,402 Est. Cost $59.66 Unrealized +29.6%
KMB Kimberly Clark Corp 0.4%
Value ($000) $2,041 Shares 17,667 Est. Cost $63.06 Unrealized +20.7%
Abbvie Inc 0.4%
Value ($000) $1,990 Shares 30,402 Est. Cost $42.18 Unrealized
Canadian Pacific Railway Ltd 0.4%
Value ($000) $1,946 Shares 10,100 Est. Cost $121.39 Unrealized
National Oilwell Varco Inc 0.3%
Value ($000) $1,700 Shares 25,935 Est. Cost $76.09 Unrealized
IRBTQ iRobot Corp 0.3%
Value ($000) $1,664 Shares 47,940 Est. Cost $31.41 Unrealized +9.2%
QEP Resources Inc 0.3%
Value ($000) $1,652 Shares 81,720 Est. Cost $27.81 Unrealized
Mead Johnson Nutrition Co Cl A 0.3%
Value ($000) $1,623 Shares 16,141 Est. Cost $80.93 Unrealized
3M Co 0.3%
Value ($000) $1,610 Shares 9,800 Est. Cost $109.37 Unrealized
CL Colgate Palmolive Co 0.3%
Value ($000) $1,564 Shares 22,600 Est. Cost $44.38 Unrealized +17.6%
Time Warner Cable Inc 0.3%
Value ($000) $1,475 Shares 9,702 Est. Cost $114.83 Unrealized
Essex Rent Corp 0.3%
Value ($000) $1,440 Shares 1,091,151 Est. Cost $3.68 Unrealized
IP International Paper Co 0.2%
Value ($000) $1,301 Shares 24,278 Est. Cost $25.91 Unrealized +18.4%
Enwave Corp 0.2%
Value ($000) $1,247 Shares 1,206,000 Est. Cost $1.48 Unrealized
Genomic Health Inc 0.2%
Value ($000) $1,020 Shares 31,900 Est. Cost $31.11 Unrealized
Anadarko Petroleum Corp 0.2%
Value ($000) $995 Shares 12,058 Est. Cost $85.92 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $990 Shares 22,000 Est. Cost $28.85 Unrealized +22.4%
Weingarten Realty Investors 0.2%
Value ($000) $961 Shares 27,524 Est. Cost $30.77 Unrealized
Express Scripts Holding Co 0.2%
Value ($000) $956 Shares 11,290 Est. Cost $61.74 Unrealized
CAC Camden Natl Corp 0.2%
Value ($000) $953 Shares 23,923 Est. Cost $15.09 Unrealized +13.4%
UPS United Parcel Service Inc Cl B 0.2%
Value ($000) $866 Shares 7,790 Est. Cost $55.38 Unrealized +28.1%
iStar Financial Inc 0.2%
Value ($000) $853 Shares 62,490 Est. Cost $11.29 Unrealized
PRNHX T Rowe Price New Horizons Fund 0.2%
Value ($000) $846 Shares 19,330 Est. Cost $43.77 Unrealized
TKR Timken Co 0.1%
Value ($000) $679 Shares 15,900 Est. Cost $39.57 Unrealized +6.2%
Southwestern Energy Co 0.1%
Value ($000) $655 Shares 24,000 Est. Cost $36.53 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $645 Shares 7,500 Est. Cost $20.27 Unrealized +7.7%
ConocoPhillips 0.1%
Value ($000) $643 Shares 9,316 Est. Cost $60.49 Unrealized
CAIBX Capital Income Builder Fund 0.1%
Value ($000) $638 Shares 10,712 Est. Cost $59.56 Unrealized
AXP American Express Co 0.1%
Value ($000) $628 Shares 6,755 Est. Cost $59.62 Unrealized +28.2%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $495 Shares 3,300 Est. Cost $110.02 Unrealized +31.2%
AMGN Amgen Inc 0.1%
Value ($000) $478 Shares 3,000 Est. Cost $73.34 Unrealized +54.5%
CAT Caterpillar Inc 0.1%
Value ($000) $462 Shares 5,047 Est. Cost $62.37 Unrealized +17.6%
RDN Radian Group Inc 0.1%
Value ($000) $435 Shares 26,000 Est. Cost $13.32 Unrealized 0.0%
Duke Energy Corp 0.1%
Value ($000) $427 Shares 5,106 Est. Cost $67.58 Unrealized
Allergan Inc 0.1%
Value ($000) $425 Shares 2,000 Est. Cost $124.00 Unrealized
Dominion Resources Inc VA 0.1%
Value ($000) $400 Shares 5,200 Est. Cost $56.79 Unrealized
Michael Kors Holdings Ltd 0.1%
Value ($000) $375 Shares 5,000 Est. Cost $75.00 Unrealized
Verizon Communications Inc 0.1%
Value ($000) $367 Shares 7,838 Est. Cost $50.20 Unrealized
PSX Phillips 66 0.1%
Value ($000) $361 Shares 5,040 Est. Cost $40.73 Unrealized +20.7%
PFE Pfizer Inc 0.1%
Value ($000) $344 Shares 11,030 Est. Cost $16.52 Unrealized +8.8%
UGI UGI Corp 0.1%
Value ($000) $342 Shares 9,000 Est. Cost $28.89 Unrealized +27.7%
SLB Schlumberger Ltd 0.1%
Value ($000) $342 Shares 4,000 Est. Cost $69.11 Unrealized -2.6%
SO Southern Co 0.1%
Value ($000) $339 Shares 6,910 Est. Cost $29.49 Unrealized 0.0%
Zimmer Holdings Inc 0.1%
Value ($000) $305 Shares 2,691 Est. Cost $93.13 Unrealized
Praxair Inc 0.1%
Value ($000) $301 Shares 2,320 Est. Cost $115.06 Unrealized
MTUS Timkensteel Corp 0.1%
Value ($000) $294 Shares 7,950 Est. Cost $45.14 Unrealized -19.7%
EPD Enterprise Prods Partners LP 0.1%
Value ($000) $289 Shares 8,000 Est. Cost $54.75 Unrealized
Ventas Inc 0.1%
Value ($000) $282 Shares 3,933 Est. Cost $60.51 Unrealized
Spectra Energy Corp 0.0%
Value ($000) $272 Shares 7,500 Est. Cost $39.52 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $262 Shares 6,464 Est. Cost $24.32 Unrealized +22.3%
Cisco Systems Inc 0.0%
Value ($000) $239 Shares 8,600 Est. Cost $27.79 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $236 Shares 2,500 Est. Cost $54.08 Unrealized +32.9%
Cytec Industries Inc 0.0%
Value ($000) $231 Shares 5,000 Est. Cost $64.20 Unrealized
Advantage Funds Inc Stateg Val 0.0%
Value ($000) $229 Shares 5,759 Est. Cost $39.76 Unrealized
California Resources Corp 0.0%
Value ($000) $217 Shares 39,389 Est. Cost $5.51 Unrealized
DirecTV 0.0%
Value ($000) $217 Shares 2,500 Est. Cost $85.20 Unrealized
SPDR S&P 500 ETF TR 0.0%
Value ($000) $211 Shares 1,025 Est. Cost $205.85 Unrealized
St Jude Med Inc 0.0%
Value ($000) $207 Shares 3,182 Est. Cost $65.05 Unrealized
Chubb Corp 0.0%
Value ($000) $207 Shares 2,000 Est. Cost $103.50 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $206 Shares 1,500 Est. Cost $107.02 Unrealized 0.0%
Keryx Biopharmaceuticals Inc 0.0%
Value ($000) $141 Shares 10,000 Est. Cost $7.50 Unrealized
Dreyfus Premier Inv Funds Inc 0.0%
Value ($000) $92 Shares 10,132 Est. Cost $9.08 Unrealized
Presstek Inc 0.0%
Value ($000) $70 Shares 151,800 Est. Cost $0.46 Unrealized
Advanced Resources Group Inc 0.0%
Value ($000) $0 Shares 15,000 Est. Cost Unrealized