Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $535,308 (100.0% shares, 0.0% debt)

Holdings (110)

General Electric Co 5.6%
Value ($000) $30,078 Shares 946,139 Est. Cost $24.14 Unrealized
Exxon Mobil Corp 5.5%
Value ($000) $29,668 Shares 354,921 Est. Cost $90.22 Unrealized
Cantel Medical Corp 5.3%
Value ($000) $28,531 Shares 399,811 Est. Cost $34.63 Unrealized
Facebook Inc Cl A 5.1%
Value ($000) $27,413 Shares 240,253 Est. Cost $33.24 Unrealized
CPRT Copart Inc 5.1%
Value ($000) $27,072 Shares 664,028 Est. Cost $4.27 Unrealized +8.1%
TFX Teleflex Inc 4.6%
Value ($000) $24,432 Shares 155,609 Est. Cost $77.28 Unrealized +70.0%
HD Home Depot Inc 4.1%
Value ($000) $22,206 Shares 166,428 Est. Cost $63.16 Unrealized +55.7%
JPMorgan Chase & Co 3.3%
Value ($000) $17,496 Shares 295,445 Est. Cost $54.62 Unrealized
Waste Management Inc 3.2%
Value ($000) $17,350 Shares 294,070 Est. Cost $42.56 Unrealized
AMZN Amazon.com Inc 3.2%
Value ($000) $17,289 Shares 29,124 Est. Cost $20.58 Unrealized +37.9%
Alphabet Inc Cap Stock Cl A 2.5%
Value ($000) $13,232 Shares 17,344 Est. Cost $773.25 Unrealized
DIS Disney Walt Co Disney 2.4%
Value ($000) $12,734 Shares 128,218 Est. Cost $73.92 Unrealized +20.4%
NKE Nike Inc Cl B 2.3%
Value ($000) $12,561 Shares 204,339 Est. Cost $50.87 Unrealized +4.6%
LLY Eli Lilly & Co 2.2%
Value ($000) $11,554 Shares 160,452 Est. Cost $48.19 Unrealized +32.8%
BAC Bank of America Corporation 2.1%
Value ($000) $11,396 Shares 842,881 Est. Cost $10.69 Unrealized +1.6%
MasterCard Inc Cl A 2.0%
Value ($000) $10,768 Shares 113,943 Est. Cost $101.13 Unrealized
UNP Union Pacific Corp 1.9%
Value ($000) $10,383 Shares 130,526 Est. Cost $65.92 Unrealized -6.0%
Merck & Co Inc 1.8%
Value ($000) $9,870 Shares 186,539 Est. Cost $46.67 Unrealized
MTX Minerals Technologies Inc 1.8%
Value ($000) $9,427 Shares 165,817 Est. Cost $54.89 Unrealized -18.4%
Questar Corp 1.7%
Value ($000) $9,219 Shares 371,718 Est. Cost $24.17 Unrealized
Kimco Realty Corp 1.7%
Value ($000) $9,006 Shares 312,935 Est. Cost $22.31 Unrealized
EMR Emerson Electric Co 1.6%
Value ($000) $8,366 Shares 153,835 Est. Cost $41.33 Unrealized -9.5%
Du Pont E I de Nemours & Co 1.6%
Value ($000) $8,331 Shares 131,570 Est. Cost $55.88 Unrealized
WFC Wells Fargo & Co 1.5%
Value ($000) $8,113 Shares 167,765 Est. Cost $41.38 Unrealized -10.3%
Skyworks Solutions Inc 1.5%
Value ($000) $7,927 Shares 101,752 Est. Cost $91.67 Unrealized
CVX Chevron Corp 1.3%
Value ($000) $7,163 Shares 75,079 Est. Cost $70.78 Unrealized -18.9%
MCD McDonalds Corp 1.3%
Value ($000) $7,057 Shares 56,150 Est. Cost $71.80 Unrealized +30.9%
Novartis AG Sp ADR 1.3%
Value ($000) $6,824 Shares 94,210 Est. Cost $82.52 Unrealized
DOV Dover Corp 1.2%
Value ($000) $6,497 Shares 101,000 Est. Cost $39.99 Unrealized +2.5%
Digimarc Corp 1.2%
Value ($000) $6,421 Shares 211,908 Est. Cost $35.76 Unrealized
CAC Camden Natl Corp 1.1%
Value ($000) $5,798 Shares 138,043 Est. Cost $17.02 Unrealized +11.2%
Royal Dutch Shell PLC Sp ADR A 1.0%
Value ($000) $5,497 Shares 113,465 Est. Cost $64.03 Unrealized
OXY Occidental Petroleum Corp 1.0%
Value ($000) $5,217 Shares 76,238 Est. Cost $57.51 Unrealized -12.4%
SLB Schlumberger Ltd 1.0%
Value ($000) $5,210 Shares 70,649 Est. Cost $56.80 Unrealized -6.5%
Alphabet Inc Cap Stock Cl C 1.0%
Value ($000) $5,122 Shares 6,875 Est. Cost $758.83 Unrealized
NSC Norfolk Southern Corp 0.9%
Value ($000) $4,687 Shares 56,300 Est. Cost $57.67 Unrealized +6.7%
BMY Bristol Myers Squibb Co 0.8%
Value ($000) $4,138 Shares 64,775 Est. Cost $29.39 Unrealized +52.4%
HON Honeywell Intl Inc 0.8%
Value ($000) $4,023 Shares 35,900 Est. Cost $53.13 Unrealized +43.7%
Dow Chemical Co 0.7%
Value ($000) $4,010 Shares 78,847 Est. Cost $36.41 Unrealized
PG Procter & Gamble Co 0.7%
Value ($000) $3,917 Shares 47,584 Est. Cost $55.22 Unrealized +11.6%
PEP PepsiCo Inc 0.7%
Value ($000) $3,596 Shares 35,090 Est. Cost $56.29 Unrealized +30.2%
M & T Bank Corp 0.6%
Value ($000) $3,334 Shares 30,034 Est. Cost $112.50 Unrealized
NUE Nucor Corp 0.5%
Value ($000) $2,938 Shares 62,110 Est. Cost $33.26 Unrealized -2.5%
AT&T Inc 0.5%
Value ($000) $2,679 Shares 68,398 Est. Cost $35.32 Unrealized
Nextera Energy Inc 0.5%
Value ($000) $2,490 Shares 21,044 Est. Cost $81.47 Unrealized
PRNHX T Rowe Price New Horizons Fund 0.5%
Value ($000) $2,463 Shares 60,478 Est. Cost $45.88 Unrealized
AAPL Apple Inc 0.5%
Value ($000) $2,439 Shares 22,375 Est. Cost $19.67 Unrealized +14.7%
KMB Kimberly Clark Corp 0.4%
Value ($000) $2,251 Shares 16,734 Est. Cost $63.06 Unrealized +47.1%
Sparton Corp 0.4%
Value ($000) $1,912 Shares 106,273 Est. Cost $25.09 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $1,879 Shares 17,367 Est. Cost $59.66 Unrealized +32.0%
3M Co 0.3%
Value ($000) $1,644 Shares 9,868 Est. Cost $109.37 Unrealized
Abbvie Inc 0.3%
Value ($000) $1,628 Shares 28,500 Est. Cost $42.18 Unrealized
Kinder Morgan Inc 0.3%
Value ($000) $1,613 Shares 90,300 Est. Cost $38.51 Unrealized
CL Colgate Palmolive Co 0.3%
Value ($000) $1,575 Shares 22,300 Est. Cost $44.38 Unrealized +19.1%
Mead Johnson Nutrition Co Cl A 0.2%
Value ($000) $1,297 Shares 15,268 Est. Cost $81.02 Unrealized
Trinity Biotech PLC Sp ADR 0.2%
Value ($000) $1,275 Shares 109,367 Est. Cost $22.40 Unrealized
QCOM Qualcomm Inc 0.2%
Value ($000) $1,175 Shares 22,969 Est. Cost $44.78 Unrealized -17.6%
FedEx Corp 0.2%
Value ($000) $1,058 Shares 6,500 Est. Cost $170.39 Unrealized
Weingarten Realty Investors 0.2%
Value ($000) $1,033 Shares 27,524 Est. Cost $30.77 Unrealized
IP International Paper Co 0.2%
Value ($000) $996 Shares 24,278 Est. Cost $25.91 Unrealized -12.0%
QEP Resources Inc 0.2%
Value ($000) $893 Shares 63,320 Est. Cost $27.17 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $853 Shares 20,400 Est. Cost $28.85 Unrealized +14.4%
First Bancorp Inc ME 0.2%
Value ($000) $841 Shares 43,119 Est. Cost $19.43 Unrealized
Enwave Corp 0.1%
Value ($000) $788 Shares 1,258,200 Est. Cost $1.34 Unrealized
Express Scripts Holding Co 0.1%
Value ($000) $776 Shares 11,290 Est. Cost $61.74 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $764 Shares 9,330 Est. Cost $43.79 Unrealized 0.0%
FMS Fresenius Med Care AG & Co KGA 0.1%
Value ($000) $718 Shares 16,280 Est. Cost $41.58 Unrealized
Starz Liberty Cap A 0.1%
Value ($000) $694 Shares 26,350 Est. Cost $26.34 Unrealized
UPS United Parcel Service Inc Cl B 0.1%
Value ($000) $688 Shares 6,520 Est. Cost $55.51 Unrealized +21.9%
CAIBX Capital Income Builder Fund 0.1%
Value ($000) $644 Shares 11,191 Est. Cost $59.49 Unrealized
TOL Toll Brothers Inc 0.1%
Value ($000) $621 Shares 21,050 Est. Cost $34.20 Unrealized -18.3%
Grace W R & Co 0.1%
Value ($000) $618 Shares 8,680 Est. Cost $100.35 Unrealized
Anadarko Petroleum Corp 0.1%
Value ($000) $585 Shares 12,558 Est. Cost $85.60 Unrealized
Genomic Health Inc 0.1%
Value ($000) $543 Shares 21,940 Est. Cost $30.96 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $540 Shares 3,600 Est. Cost $80.72 Unrealized +37.3%
WMT Wal Mart Stores Inc 0.1%
Value ($000) $519 Shares 7,570 Est. Cost $20.27 Unrealized -9.7%
Rand Logistics Inc 0.1%
Value ($000) $458 Shares 482,496 Est. Cost $4.04 Unrealized
TKR Timken Co 0.1%
Value ($000) $429 Shares 12,800 Est. Cost $39.57 Unrealized -26.7%
FMC Technologies Inc 0.1%
Value ($000) $410 Shares 15,000 Est. Cost $41.47 Unrealized
DE Deere & Co 0.1%
Value ($000) $408 Shares 5,304 Est. Cost $67.64 Unrealized -2.0%
FMC FMC Corp 0.1%
Value ($000) $404 Shares 10,000 Est. Cost $39.05 Unrealized -33.9%
KO Coca-Cola Co 0.1%
Value ($000) $399 Shares 8,600 Est. Cost $29.04 Unrealized +9.7%
Dominion Resources Inc VA 0.1%
Value ($000) $398 Shares 5,300 Est. Cost $57.00 Unrealized
SO Southern Co 0.1%
Value ($000) $358 Shares 6,910 Est. Cost $30.48 Unrealized +5.7%
Power Solutions Intl Inc 0.1%
Value ($000) $348 Shares 25,182 Est. Cost $69.80 Unrealized
RDN Radian Group Inc 0.1%
Value ($000) $322 Shares 26,000 Est. Cost $9.38 Unrealized 0.0%
Time Warner Inc 0.1%
Value ($000) $318 Shares 4,390 Est. Cost $59.12 Unrealized
Time Warner Cable Inc 0.1%
Value ($000) $292 Shares 1,425 Est. Cost $114.83 Unrealized
Altria Group Inc 0.1%
Value ($000) $292 Shares 4,655 Est. Cost $48.86 Unrealized
ConocoPhillips 0.1%
Value ($000) $286 Shares 7,100 Est. Cost $60.30 Unrealized
Michael Kors Holdings Ltd 0.1%
Value ($000) $285 Shares 5,000 Est. Cost $57.00 Unrealized
Zimmer Holdings Inc 0.1%
Value ($000) $277 Shares 2,600 Est. Cost $93.13 Unrealized
Duke Energy Corp 0.1%
Value ($000) $273 Shares 3,390 Est. Cost $80.53 Unrealized
Praxair Inc 0.1%
Value ($000) $272 Shares 2,380 Est. Cost $115.18 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $264 Shares 2,695 Est. Cost $48.32 Unrealized +15.6%
Biogen Inc 0.0%
Value ($000) $260 Shares 1,000 Est. Cost $394.60 Unrealized
Ventas Inc 0.0%
Value ($000) $248 Shares 3,933 Est. Cost $60.51 Unrealized
LCNB Corp 0.0%
Value ($000) $241 Shares 15,000 Est. Cost $16.20 Unrealized
BioMed Realty Trust Inc 0.0%
Value ($000) $238 Shares 10,000 Est. Cost $20.28 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $230 Shares 2,500 Est. Cost $54.08 Unrealized +17.4%
Allergan PLC 0.0%
Value ($000) $220 Shares 821 Est. Cost $303.29 Unrealized
Advantage Funds Inc Stateg Val 0.0%
Value ($000) $218 Shares 6,585 Est. Cost $39.00 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $215 Shares 3,900 Est. Cost $46.08 Unrealized 0.0%
Verizon Communications Inc 0.0%
Value ($000) $208 Shares 3,842 Est. Cost $54.14 Unrealized
Essex Rent Corp 0.0%
Value ($000) $196 Shares 785,839 Est. Cost $2.85 Unrealized
Dreyfus Premier Inv Funds Inc 0.0%
Value ($000) $95 Shares 10,433 Est. Cost $8.63 Unrealized
Presstek Inc 0.0%
Value ($000) $70 Shares 151,800 Est. Cost $0.46 Unrealized
Mosys Inc 0.0%
Value ($000) $7 Shares 10,500 Est. Cost $1.92 Unrealized
IGNE Igene Biotechnology Inc 0.0%
Value ($000) $6 Shares 9,036,965 Est. Cost $0.00 Unrealized +20.4%
Advanced Resources Group Inc 0.0%
Value ($000) $0 Shares 15,000 Est. Cost Unrealized