Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 12, 2015

Total Value ($000): $548,341 (100.0% shares, 0.0% debt)

Holdings (116)

Exxon Mobil Corp 5.6%
Value ($000) $30,806 Shares 362,422 Est. Cost $90.56 Unrealized
Facebook Inc Cl A 5.3%
Value ($000) $28,872 Shares 351,175 Est. Cost $31.98 Unrealized
CPRT Copart Inc 4.7%
Value ($000) $25,915 Shares 689,791 Est. Cost $4.26 Unrealized +8.8%
Cantel Medical Corp 4.4%
Value ($000) $24,146 Shares 508,342 Est. Cost $33.97 Unrealized
General Electric Co 4.1%
Value ($000) $22,522 Shares 907,774 Est. Cost $23.37 Unrealized
TFX Teleflex Inc 3.5%
Value ($000) $19,293 Shares 159,670 Est. Cost $75.90 Unrealized +42.1%
JPMorgan Chase & Co 3.2%
Value ($000) $17,786 Shares 293,600 Est. Cost $53.77 Unrealized
HD Home Depot Inc 3.2%
Value ($000) $17,716 Shares 155,940 Est. Cost $58.55 Unrealized +45.7%
Waste Management Inc 2.9%
Value ($000) $15,795 Shares 291,265 Est. Cost $41.00 Unrealized
UNP Union Pacific Corp 2.6%
Value ($000) $14,399 Shares 132,942 Est. Cost $65.92 Unrealized +39.3%
BAC Bank of America Corporation 2.2%
Value ($000) $12,018 Shares 780,886 Est. Cost $10.48 Unrealized +21.7%
LLY Eli Lilly & Co 2.2%
Value ($000) $11,800 Shares 162,427 Est. Cost $48.02 Unrealized +22.1%
TOL Toll Brothers Inc 2.1%
Value ($000) $11,727 Shares 298,090 Est. Cost $34.07 Unrealized +7.3%
Royal Dutch Shell PLC Sp ADR A 2.1%
Value ($000) $11,677 Shares 195,765 Est. Cost $64.03 Unrealized
QCOM Qualcomm Inc 2.0%
Value ($000) $11,231 Shares 161,969 Est. Cost $46.51 Unrealized +11.1%
MTX Minerals Technologies Inc 2.0%
Value ($000) $10,742 Shares 146,955 Est. Cost $54.38 Unrealized +19.3%
Merck & Co Inc 1.9%
Value ($000) $10,499 Shares 182,661 Est. Cost $46.45 Unrealized
Du Pont E I de Nemours & Co 1.7%
Value ($000) $9,425 Shares 131,870 Est. Cost $55.88 Unrealized
Questar Corp 1.6%
Value ($000) $8,763 Shares 367,268 Est. Cost $24.11 Unrealized
EMR Emerson Electric Co 1.6%
Value ($000) $8,710 Shares 153,835 Est. Cost $41.33 Unrealized +5.0%
DE Deere & Co 1.5%
Value ($000) $8,398 Shares 95,770 Est. Cost $68.45 Unrealized +6.7%
CVX Chevron Corp 1.5%
Value ($000) $8,324 Shares 79,287 Est. Cost $71.27 Unrealized -6.1%
DIS Disney Walt Co Disney 1.5%
Value ($000) $8,279 Shares 78,932 Est. Cost $56.55 Unrealized +62.4%
DOV Dover Corp 1.5%
Value ($000) $8,255 Shares 119,428 Est. Cost $39.99 Unrealized +18.7%
Google Inc Cl A 1.3%
Value ($000) $7,238 Shares 13,048 Est. Cost $876.18 Unrealized
MCD McDonalds Corp 1.3%
Value ($000) $7,186 Shares 73,750 Est. Cost $71.80 Unrealized +0.5%
Starz Liberty Cap A 1.3%
Value ($000) $7,105 Shares 206,474 Est. Cost $30.94 Unrealized
Novartis AG Sp ADR 1.3%
Value ($000) $7,026 Shares 71,250 Est. Cost $82.57 Unrealized
OXY Occidental Petroleum Corp 1.2%
Value ($000) $6,791 Shares 93,028 Est. Cost $58.98 Unrealized -5.5%
YUM Yum Brands Inc 1.2%
Value ($000) $6,701 Shares 85,130 Est. Cost $41.17 Unrealized +8.2%
AMZN Amazon.com Inc 1.2%
Value ($000) $6,683 Shares 17,960 Est. Cost $15.89 Unrealized +10.7%
Google Inc Cl C 1.2%
Value ($000) $6,495 Shares 11,853 Est. Cost $575.29 Unrealized
Oracle Corp 1.2%
Value ($000) $6,353 Shares 147,235 Est. Cost $31.95 Unrealized
MasterCard Inc Cl A 1.1%
Value ($000) $6,019 Shares 69,675 Est. Cost $104.43 Unrealized
NSC Norfolk Southern Corp 1.1%
Value ($000) $5,974 Shares 58,048 Est. Cost $57.67 Unrealized +46.0%
CAC Camden Natl Corp 1.0%
Value ($000) $5,307 Shares 133,255 Est. Cost $16.94 Unrealized +2.4%
Cisco Systems Inc 0.9%
Value ($000) $4,970 Shares 180,550 Est. Cost $27.54 Unrealized
BioMed Realty Trust Inc 0.9%
Value ($000) $4,841 Shares 213,624 Est. Cost $20.61 Unrealized
Dow Chemical Co 0.9%
Value ($000) $4,820 Shares 100,462 Est. Cost $36.41 Unrealized
Kimco Realty Corp 0.8%
Value ($000) $4,382 Shares 163,216 Est. Cost $21.59 Unrealized
Kinder Morgan Inc 0.8%
Value ($000) $4,294 Shares 102,106 Est. Cost $38.51 Unrealized
PG Procter & Gamble Co 0.8%
Value ($000) $4,268 Shares 52,083 Est. Cost $55.15 Unrealized +15.3%
BMY Bristol Myers Squibb Co 0.8%
Value ($000) $4,115 Shares 63,789 Est. Cost $29.08 Unrealized +49.4%
M & T Bank Corp 0.7%
Value ($000) $3,925 Shares 30,908 Est. Cost $112.50 Unrealized
HON Honeywell Intl Inc 0.7%
Value ($000) $3,745 Shares 35,900 Est. Cost $53.13 Unrealized +37.4%
Sparton Corp 0.7%
Value ($000) $3,718 Shares 151,770 Est. Cost $24.93 Unrealized
Power Solutions Intl Inc 0.7%
Value ($000) $3,651 Shares 56,792 Est. Cost $72.17 Unrealized
Trinity Biotech PLC Sp ADR 0.6%
Value ($000) $3,439 Shares 178,642 Est. Cost $23.20 Unrealized
PEP PepsiCo Inc 0.6%
Value ($000) $3,346 Shares 34,990 Est. Cost $56.13 Unrealized +24.2%
NUE Nucor Corp 0.6%
Value ($000) $3,218 Shares 67,710 Est. Cost $33.55 Unrealized +7.1%
Time Warner Inc 0.6%
Value ($000) $3,020 Shares 35,767 Est. Cost $59.12 Unrealized
Rand Logistics Inc 0.5%
Value ($000) $2,863 Shares 880,971 Est. Cost $5.15 Unrealized
AAPL Apple Inc 0.5%
Value ($000) $2,757 Shares 22,155 Est. Cost $19.06 Unrealized +40.9%
AT&T Inc 0.5%
Value ($000) $2,564 Shares 78,528 Est. Cost $35.40 Unrealized
Black Diamond Inc 0.4%
Value ($000) $2,272 Shares 240,470 Est. Cost $9.57 Unrealized
Nextera Energy Inc 0.4%
Value ($000) $2,175 Shares 20,900 Est. Cost $81.47 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $1,952 Shares 19,402 Est. Cost $59.66 Unrealized +25.9%
KMB Kimberly Clark Corp 0.3%
Value ($000) $1,892 Shares 17,667 Est. Cost $63.06 Unrealized +21.0%
Canadian Pacific Railway Ltd 0.3%
Value ($000) $1,845 Shares 10,100 Est. Cost $121.39 Unrealized
Abbvie Inc 0.3%
Value ($000) $1,780 Shares 30,402 Est. Cost $42.18 Unrealized
QEP Resources Inc 0.3%
Value ($000) $1,675 Shares 80,320 Est. Cost $27.81 Unrealized
3M Co 0.3%
Value ($000) $1,628 Shares 9,868 Est. Cost $109.37 Unrealized
Mead Johnson Nutrition Co Cl A 0.3%
Value ($000) $1,623 Shares 16,141 Est. Cost $80.93 Unrealized
CL Colgate Palmolive Co 0.3%
Value ($000) $1,546 Shares 22,300 Est. Cost $44.38 Unrealized +21.0%
Time Warner Cable Inc 0.3%
Value ($000) $1,446 Shares 9,645 Est. Cost $114.83 Unrealized
Essex Rent Corp 0.3%
Value ($000) $1,439 Shares 1,089,851 Est. Cost $3.68 Unrealized
IP International Paper Co 0.2%
Value ($000) $1,347 Shares 24,278 Est. Cost $25.91 Unrealized +26.4%
National Oilwell Varco Inc 0.2%
Value ($000) $1,274 Shares 25,485 Est. Cost $76.09 Unrealized
Enwave Corp 0.2%
Value ($000) $1,039 Shares 1,222,900 Est. Cost $1.48 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $1,019 Shares 22,000 Est. Cost $28.85 Unrealized +29.7%
Anadarko Petroleum Corp 0.2%
Value ($000) $999 Shares 12,058 Est. Cost $85.92 Unrealized
Weingarten Realty Investors 0.2%
Value ($000) $990 Shares 27,524 Est. Cost $30.77 Unrealized
Express Scripts Holding Co 0.2%
Value ($000) $980 Shares 11,290 Est. Cost $61.74 Unrealized
Genomic Health Inc 0.2%
Value ($000) $975 Shares 31,900 Est. Cost $31.11 Unrealized
PRNHX T Rowe Price New Horizons Fund 0.2%
Value ($000) $896 Shares 19,230 Est. Cost $43.77 Unrealized
UPS United Parcel Service Inc Cl B 0.1%
Value ($000) $755 Shares 7,790 Est. Cost $55.38 Unrealized +25.3%
TKR Timken Co 0.1%
Value ($000) $670 Shares 15,900 Est. Cost $39.57 Unrealized +4.8%
CAIBX Capital Income Builder Fund 0.1%
Value ($000) $642 Shares 10,803 Est. Cost $59.56 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $617 Shares 7,500 Est. Cost $20.27 Unrealized +13.6%
ConocoPhillips 0.1%
Value ($000) $580 Shares 9,316 Est. Cost $60.49 Unrealized
Southwestern Energy Co 0.1%
Value ($000) $557 Shares 24,000 Est. Cost $36.53 Unrealized
AXP American Express Co 0.1%
Value ($000) $510 Shares 6,525 Est. Cost $59.62 Unrealized +19.1%
AMGN Amgen Inc 0.1%
Value ($000) $480 Shares 3,000 Est. Cost $73.34 Unrealized +56.9%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $476 Shares 3,300 Est. Cost $110.02 Unrealized +33.7%
RDN Radian Group Inc 0.1%
Value ($000) $437 Shares 26,000 Est. Cost $13.32 Unrealized +1.1%
CAT Caterpillar Inc 0.1%
Value ($000) $404 Shares 5,047 Est. Cost $62.37 Unrealized +1.2%
Duke Energy Corp 0.1%
Value ($000) $402 Shares 5,237 Est. Cost $67.81 Unrealized
PSX Phillips 66 0.1%
Value ($000) $396 Shares 5,040 Est. Cost $40.73 Unrealized +20.9%
PFE Pfizer Inc 0.1%
Value ($000) $384 Shares 11,030 Est. Cost $16.52 Unrealized +21.7%
Verizon Communications Inc 0.1%
Value ($000) $373 Shares 7,678 Est. Cost $50.20 Unrealized
Dominion Resources Inc VA 0.1%
Value ($000) $369 Shares 5,200 Est. Cost $56.79 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $345 Shares 4,130 Est. Cost $68.87 Unrealized -10.9%
Michael Kors Holdings Ltd 0.1%
Value ($000) $329 Shares 5,000 Est. Cost $75.00 Unrealized
Zimmer Holdings Inc 0.1%
Value ($000) $316 Shares 2,691 Est. Cost $93.13 Unrealized
SO Southern Co 0.1%
Value ($000) $306 Shares 6,910 Est. Cost $29.49 Unrealized +1.5%
UGI UGI Corp 0.1%
Value ($000) $293 Shares 9,000 Est. Cost $28.89 Unrealized +21.4%
Ventas Inc 0.1%
Value ($000) $287 Shares 3,933 Est. Cost $60.51 Unrealized
Praxair Inc 0.1%
Value ($000) $280 Shares 2,320 Est. Cost $115.06 Unrealized
Spectra Energy Corp 0.0%
Value ($000) $272 Shares 7,500 Est. Cost $39.52 Unrealized
Cytec Industries Inc 0.0%
Value ($000) $270 Shares 5,000 Est. Cost $64.20 Unrealized
EPD Enterprise Prods Partners LP 0.0%
Value ($000) $263 Shares 8,000 Est. Cost $54.75 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $260 Shares 6,464 Est. Cost $24.32 Unrealized +22.3%
GILD Gilead Sciences Inc 0.0%
Value ($000) $245 Shares 2,500 Est. Cost $54.08 Unrealized +30.5%
Advantage Funds Inc Stateg Val 0.0%
Value ($000) $233 Shares 5,759 Est. Cost $39.76 Unrealized
Actavis PLC 0.0%
Value ($000) $219 Shares 736 Est. Cost $297.55 Unrealized
DirecTV 0.0%
Value ($000) $213 Shares 2,500 Est. Cost $85.20 Unrealized
SPDR S&P 500 ETF TR 0.0%
Value ($000) $212 Shares 1,025 Est. Cost $205.85 Unrealized
MTUS Timkensteel Corp 0.0%
Value ($000) $210 Shares 7,950 Est. Cost $45.14 Unrealized -35.8%
St Jude Med Inc 0.0%
Value ($000) $208 Shares 3,182 Est. Cost $65.05 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $204 Shares 1,500 Est. Cost $107.02 Unrealized +1.2%
Chubb Corp 0.0%
Value ($000) $203 Shares 2,000 Est. Cost $103.50 Unrealized
Keryx Biopharmaceuticals Inc 0.0%
Value ($000) $127 Shares 10,000 Est. Cost $7.50 Unrealized
California Resources Corp 0.0%
Value ($000) $124 Shares 16,264 Est. Cost $5.51 Unrealized
Dreyfus Premier Inv Funds Inc 0.0%
Value ($000) $96 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