Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $531,781 (100.0% shares, 0.0% debt)

Holdings (108)

General Electric Co 5.1%
Value ($000) $27,200 Shares 873,197 Est. Cost $23.51 Unrealized
Exxon Mobil Corp 5.1%
Value ($000) $26,866 Shares 344,659 Est. Cost $90.42 Unrealized
Facebook Inc Cl A 4.9%
Value ($000) $26,130 Shares 249,664 Est. Cost $33.24 Unrealized
CPRT Copart Inc 4.7%
Value ($000) $24,775 Shares 651,804 Est. Cost $4.26 Unrealized +8.3%
Cantel Medical Corp 4.6%
Value ($000) $24,405 Shares 392,737 Est. Cost $33.97 Unrealized
HD Home Depot Inc 3.9%
Value ($000) $20,962 Shares 158,503 Est. Cost $61.40 Unrealized +62.8%
TFX Teleflex Inc 3.8%
Value ($000) $20,103 Shares 152,930 Est. Cost $76.33 Unrealized +60.0%
JPMorgan Chase & Co 3.3%
Value ($000) $17,809 Shares 269,706 Est. Cost $54.18 Unrealized
Waste Management Inc 2.7%
Value ($000) $14,455 Shares 270,837 Est. Cost $41.15 Unrealized
DIS Disney Walt Co Disney 2.5%
Value ($000) $13,382 Shares 127,352 Est. Cost $73.92 Unrealized +38.3%
LLY Eli Lilly & Co 2.5%
Value ($000) $13,380 Shares 158,797 Est. Cost $48.02 Unrealized +45.2%
AMZN Amazon.com Inc 2.5%
Value ($000) $13,157 Shares 19,466 Est. Cost $16.70 Unrealized +88.7%
BAC Bank of America Corporation 2.5%
Value ($000) $13,051 Shares 775,471 Est. Cost $10.67 Unrealized +27.0%
NKE Nike Inc Cl B 2.4%
Value ($000) $12,621 Shares 201,940 Est. Cost $50.84 Unrealized +11.5%
MasterCard Inc Cl A 1.9%
Value ($000) $10,214 Shares 104,910 Est. Cost $101.70 Unrealized
UNP Union Pacific Corp 1.9%
Value ($000) $10,207 Shares 130,526 Est. Cost $65.92 Unrealized +3.6%
Merck & Co Inc 1.9%
Value ($000) $9,853 Shares 186,539 Est. Cost $46.67 Unrealized
TOL Toll Brothers Inc 1.8%
Value ($000) $9,433 Shares 283,265 Est. Cost $34.20 Unrealized +4.3%
Alphabet Inc Cap Stock Cl A 1.7%
Value ($000) $9,242 Shares 11,879 Est. Cost $778.01 Unrealized
Cisco Systems Inc 1.7%
Value ($000) $9,110 Shares 335,453 Est. Cost $27.49 Unrealized
WFC Wells Fargo & Co 1.7%
Value ($000) $9,098 Shares 167,359 Est. Cost $41.38 Unrealized -1.3%
Du Pont E I de Nemours & Co 1.6%
Value ($000) $8,762 Shares 131,570 Est. Cost $55.88 Unrealized
Kimco Realty Corp 1.5%
Value ($000) $7,954 Shares 300,592 Est. Cost $22.05 Unrealized
Skyworks Solutions Inc 1.5%
Value ($000) $7,762 Shares 101,025 Est. Cost $91.67 Unrealized
MTX Minerals Technologies Inc 1.4%
Value ($000) $7,624 Shares 166,244 Est. Cost $54.89 Unrealized -1.9%
Novartis AG Sp ADR 1.4%
Value ($000) $7,413 Shares 86,160 Est. Cost $83.46 Unrealized
EMR Emerson Electric Co 1.4%
Value ($000) $7,356 Shares 153,785 Est. Cost $41.33 Unrealized -11.7%
Alphabet Inc Cap Stock Cl C 1.3%
Value ($000) $7,177 Shares 9,458 Est. Cost $758.83 Unrealized
DOV Dover Corp 1.3%
Value ($000) $6,978 Shares 113,813 Est. Cost $39.99 Unrealized +6.4%
Digimarc Corp 1.3%
Value ($000) $6,797 Shares 186,163 Est. Cost $36.51 Unrealized
MCD McDonalds Corp 1.3%
Value ($000) $6,658 Shares 56,360 Est. Cost $71.80 Unrealized +21.5%
Questar Corp 1.2%
Value ($000) $6,599 Shares 338,768 Est. Cost $24.11 Unrealized
BioMed Realty Trust Inc 1.2%
Value ($000) $6,576 Shares 277,600 Est. Cost $20.28 Unrealized
CVX Chevron Corp 1.2%
Value ($000) $6,518 Shares 72,459 Est. Cost $71.27 Unrealized -18.0%
CAC Camden Natl Corp 1.1%
Value ($000) $5,836 Shares 132,364 Est. Cost $16.94 Unrealized +17.4%
Royal Dutch Shell PLC Sp ADR A 1.0%
Value ($000) $5,195 Shares 113,465 Est. Cost $64.03 Unrealized
SLB Schlumberger Ltd 0.9%
Value ($000) $4,853 Shares 69,585 Est. Cost $56.86 Unrealized -1.3%
FedEx Corp 0.9%
Value ($000) $4,853 Shares 32,575 Est. Cost $170.39 Unrealized
NSC Norfolk Southern Corp 0.9%
Value ($000) $4,762 Shares 56,300 Est. Cost $57.67 Unrealized +19.8%
BMY Bristol Myers Squibb Co 0.8%
Value ($000) $4,424 Shares 64,313 Est. Cost $29.39 Unrealized +58.9%
OXY Occidental Petroleum Corp 0.8%
Value ($000) $4,347 Shares 64,302 Est. Cost $58.84 Unrealized -9.2%
Dow Chemical Co 0.8%
Value ($000) $4,059 Shares 78,847 Est. Cost $36.41 Unrealized
PG Procter & Gamble Co 0.7%
Value ($000) $3,739 Shares 47,084 Est. Cost $55.15 Unrealized +5.1%
HON Honeywell Intl Inc 0.7%
Value ($000) $3,718 Shares 35,900 Est. Cost $53.13 Unrealized +39.8%
M & T Bank Corp 0.7%
Value ($000) $3,640 Shares 30,034 Est. Cost $112.50 Unrealized
PEP PepsiCo Inc 0.7%
Value ($000) $3,506 Shares 35,090 Est. Cost $56.29 Unrealized +30.5%
PRNHX T Rowe Price New Horizons Fund 0.5%
Value ($000) $2,761 Shares 65,018 Est. Cost $45.88 Unrealized
AT&T Inc 0.4%
Value ($000) $2,338 Shares 67,928 Est. Cost $35.32 Unrealized
Nextera Energy Inc 0.4%
Value ($000) $2,186 Shares 21,044 Est. Cost $81.47 Unrealized
Sparton Corp 0.4%
Value ($000) $2,148 Shares 107,448 Est. Cost $25.09 Unrealized
KMB Kimberly Clark Corp 0.4%
Value ($000) $2,130 Shares 16,734 Est. Cost $63.06 Unrealized +34.8%
AAPL Apple Inc 0.4%
Value ($000) $1,944 Shares 18,463 Est. Cost $19.06 Unrealized +35.0%
Time Warner Inc 0.4%
Value ($000) $1,885 Shares 29,155 Est. Cost $59.12 Unrealized
NUE Nucor Corp 0.4%
Value ($000) $1,867 Shares 46,320 Est. Cost $33.55 Unrealized -3.3%
JNJ Johnson & Johnson 0.3%
Value ($000) $1,774 Shares 17,267 Est. Cost $59.66 Unrealized +27.3%
Abbvie Inc 0.3%
Value ($000) $1,688 Shares 28,500 Est. Cost $42.18 Unrealized
Time Warner Cable Inc 0.3%
Value ($000) $1,503 Shares 8,097 Est. Cost $114.83 Unrealized
3M Co 0.3%
Value ($000) $1,487 Shares 9,868 Est. Cost $109.37 Unrealized
CL Colgate Palmolive Co 0.3%
Value ($000) $1,486 Shares 22,300 Est. Cost $44.38 Unrealized +18.4%
Kinder Morgan Inc 0.3%
Value ($000) $1,347 Shares 90,300 Est. Cost $38.51 Unrealized
Trinity Biotech PLC Sp ADR 0.2%
Value ($000) $1,278 Shares 108,692 Est. Cost $22.40 Unrealized
Mead Johnson Nutrition Co Cl A 0.2%
Value ($000) $1,179 Shares 14,927 Est. Cost $80.93 Unrealized
Express Scripts Holding Co 0.2%
Value ($000) $987 Shares 11,290 Est. Cost $61.74 Unrealized
Weingarten Realty Investors 0.2%
Value ($000) $952 Shares 27,524 Est. Cost $30.77 Unrealized
QCOM Qualcomm Inc 0.2%
Value ($000) $941 Shares 18,819 Est. Cost $46.51 Unrealized -14.0%
First Bancorp Inc ME 0.2%
Value ($000) $917 Shares 44,799 Est. Cost $19.43 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $916 Shares 20,400 Est. Cost $28.85 Unrealized +26.7%
IP International Paper Co 0.2%
Value ($000) $915 Shares 24,278 Est. Cost $25.91 Unrealized -3.9%
Grace W R & Co 0.2%
Value ($000) $864 Shares 8,680 Est. Cost $100.35 Unrealized
QEP Resources Inc 0.2%
Value ($000) $808 Shares 60,320 Est. Cost $27.81 Unrealized
Enwave Corp 0.1%
Value ($000) $778 Shares 1,241,700 Est. Cost $1.35 Unrealized
Genomic Health Inc 0.1%
Value ($000) $755 Shares 21,440 Est. Cost $31.11 Unrealized
FMS Fresenius Med Care AG & Co KGA 0.1%
Value ($000) $681 Shares 16,280 Est. Cost $41.58 Unrealized
UPS United Parcel Service Inc Cl B 0.1%
Value ($000) $627 Shares 6,520 Est. Cost $55.51 Unrealized +27.2%
CAIBX Capital Income Builder Fund 0.1%
Value ($000) $620 Shares 11,093 Est. Cost $59.49 Unrealized
Anadarko Petroleum Corp 0.1%
Value ($000) $610 Shares 12,558 Est. Cost $85.60 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $584 Shares 3,600 Est. Cost $80.72 Unrealized +44.3%
Rand Logistics Inc 0.1%
Value ($000) $577 Shares 360,521 Est. Cost $5.08 Unrealized
WMT Wal Mart Stores Inc 0.1%
Value ($000) $464 Shares 7,570 Est. Cost $20.27 Unrealized -18.0%
Power Solutions Intl Inc 0.1%
Value ($000) $450 Shares 24,682 Est. Cost $70.94 Unrealized
FMC Technologies Inc 0.1%
Value ($000) $435 Shares 15,000 Est. Cost $41.47 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $422 Shares 4,795 Est. Cost $48.32 Unrealized +8.2%
FMC FMC Corp 0.1%
Value ($000) $391 Shares 10,000 Est. Cost $39.05 Unrealized -30.5%
KO Coca-Cola Co 0.1%
Value ($000) $369 Shares 8,600 Est. Cost $29.04 Unrealized +6.2%
TKR Timken Co 0.1%
Value ($000) $366 Shares 12,800 Est. Cost $39.57 Unrealized -23.9%
Dominion Resources Inc VA 0.1%
Value ($000) $358 Shares 5,300 Est. Cost $57.00 Unrealized
ConocoPhillips 0.1%
Value ($000) $343 Shares 7,350 Est. Cost $60.30 Unrealized
Biogen Inc 0.1%
Value ($000) $306 Shares 1,000 Est. Cost $394.60 Unrealized
Ophthotech Corp 0.1%
Value ($000) $287 Shares 3,650 Est. Cost $78.63 Unrealized
Zimmer Holdings Inc 0.1%
Value ($000) $276 Shares 2,691 Est. Cost $93.13 Unrealized
Altria Group Inc 0.1%
Value ($000) $271 Shares 4,655 Est. Cost $48.86 Unrealized
Allergan PLC 0.0%
Value ($000) $257 Shares 821 Est. Cost $303.29 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $255 Shares 2,517 Est. Cost $54.08 Unrealized +34.8%
LCNB Corp 0.0%
Value ($000) $245 Shares 15,000 Est. Cost $16.20 Unrealized
Praxair Inc 0.0%
Value ($000) $244 Shares 2,380 Est. Cost $115.18 Unrealized
Chubb Corp 0.0%
Value ($000) $239 Shares 1,800 Est. Cost $132.78 Unrealized
DE Deere & Co 0.0%
Value ($000) $229 Shares 3,000 Est. Cost $68.66 Unrealized -5.3%
Advantage Funds Inc Stateg Val 0.0%
Value ($000) $222 Shares 6,585 Est. Cost $39.00 Unrealized
Ventas Inc 0.0%
Value ($000) $222 Shares 3,933 Est. Cost $60.51 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $218 Shares 6,749 Est. Cost $16.52 Unrealized +23.4%
SO Southern Co 0.0%
Value ($000) $206 Shares 4,410 Est. Cost $29.49 Unrealized +0.5%
EPD Enterprise Prods Partners LP 0.0%
Value ($000) $205 Shares 8,000 Est. Cost $54.75 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $201 Shares 4,482 Est. Cost $35.47 Unrealized 0.0%
Essex Rent Corp 0.0%
Value ($000) $103 Shares 633,806 Est. Cost $3.47 Unrealized
Dreyfus Premier Inv Funds Inc 0.0%
Value ($000) $90 Shares 10,433 Est. Cost $8.63 Unrealized
Mosys Inc 0.0%
Value ($000) $11 Shares 10,500 Est. Cost $1.92 Unrealized
IGNE Igene Biotechnology Inc 0.0%
Value ($000) $4 Shares 9,025,171 Est. Cost $0.00 Unrealized -57.8%
Advanced Resources Group Inc 0.0%
Value ($000) $0 Shares 15,000 Est. Cost Unrealized