Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Dec 14, 2016

Total Value ($000): $568,788 (100.0% shares, 0.0% debt)

Holdings (106)

CPRT Copart Inc 5.8%
Value ($000) $32,869 Shares 613,690 Est. Cost $4.27 Unrealized +49.3%
Exxon Mobil Corp 5.3%
Value ($000) $29,975 Shares 343,439 Est. Cost $90.22 Unrealized
Cantel Medical Corp 5.1%
Value ($000) $28,827 Shares 369,667 Est. Cost $34.63 Unrealized
Facebook Inc Cl A 4.9%
Value ($000) $27,836 Shares 217,006 Est. Cost $33.24 Unrealized
General Electric Co 4.7%
Value ($000) $26,647 Shares 899,638 Est. Cost $24.14 Unrealized
AMZN Amazon.com Inc 4.2%
Value ($000) $24,093 Shares 28,775 Est. Cost $20.58 Unrealized +86.0%
TFX Teleflex Inc 4.2%
Value ($000) $23,674 Shares 140,875 Est. Cost $77.28 Unrealized +119.3%
HD Home Depot Inc 3.4%
Value ($000) $19,381 Shares 150,614 Est. Cost $63.16 Unrealized +68.4%
JPMorgan Chase & Co 3.4%
Value ($000) $19,328 Shares 290,257 Est. Cost $54.62 Unrealized
Waste Management Inc 3.1%
Value ($000) $17,481 Shares 274,175 Est. Cost $42.56 Unrealized
AAPL Apple Inc 2.5%
Value ($000) $14,045 Shares 124,241 Est. Cost $22.08 Unrealized +9.7%
Alphabet Inc Cap Stock Cl A 2.5%
Value ($000) $13,981 Shares 17,387 Est. Cost $773.25 Unrealized
MTX Minerals Technologies Inc 2.3%
Value ($000) $13,099 Shares 185,306 Est. Cost $55.65 Unrealized +15.4%
LLY Eli Lilly & Co 2.3%
Value ($000) $12,898 Shares 160,708 Est. Cost $48.19 Unrealized +42.3%
UNP Union Pacific Corp 2.2%
Value ($000) $12,611 Shares 129,300 Est. Cost $65.92 Unrealized +15.2%
BAC Bank of America Corporation 2.1%
Value ($000) $12,215 Shares 780,540 Est. Cost $10.69 Unrealized +12.9%
DIS Disney Walt Co Disney 2.1%
Value ($000) $11,951 Shares 128,697 Est. Cost $73.92 Unrealized +20.2%
Merck & Co Inc 2.0%
Value ($000) $11,614 Shares 186,089 Est. Cost $46.67 Unrealized
MasterCard Inc Cl A 1.9%
Value ($000) $10,893 Shares 107,034 Est. Cost $101.14 Unrealized
NKE Nike Inc Cl B 1.9%
Value ($000) $10,716 Shares 203,537 Est. Cost $50.87 Unrealized -1.7%
Digimarc Corp 1.9%
Value ($000) $10,653 Shares 277,803 Est. Cost $36.21 Unrealized
SLB Schlumberger Ltd 1.8%
Value ($000) $10,178 Shares 129,426 Est. Cost $57.46 Unrealized +5.6%
Skyworks Solutions Inc 1.7%
Value ($000) $9,386 Shares 123,274 Est. Cost $86.67 Unrealized
Du Pont E I de Nemours & Co 1.5%
Value ($000) $8,801 Shares 131,420 Est. Cost $55.88 Unrealized
Kimco Realty Corp 1.5%
Value ($000) $8,673 Shares 299,592 Est. Cost $22.31 Unrealized
EMR Emerson Electric Co 1.5%
Value ($000) $8,386 Shares 153,835 Est. Cost $41.33 Unrealized +2.3%
WFC Wells Fargo & Co 1.3%
Value ($000) $7,569 Shares 170,938 Est. Cost $41.30 Unrealized -10.8%
DOV Dover Corp 1.3%
Value ($000) $7,423 Shares 100,800 Est. Cost $39.99 Unrealized +23.8%
CVX Chevron Corp 1.3%
Value ($000) $7,396 Shares 71,861 Est. Cost $70.78 Unrealized -3.3%
Novartis AG Sp ADR 1.2%
Value ($000) $6,969 Shares 88,262 Est. Cost $82.52 Unrealized
Fabrinet 1.2%
Value ($000) $6,597 Shares 147,950 Est. Cost $44.59 Unrealized
CAC Camden Natl Corp 1.2%
Value ($000) $6,590 Shares 138,043 Est. Cost $17.02 Unrealized +27.1%
Royal Dutch Shell PLC Sp ADR A 1.0%
Value ($000) $5,541 Shares 110,665 Est. Cost $64.03 Unrealized
NSC Norfolk Southern Corp 1.0%
Value ($000) $5,464 Shares 56,300 Est. Cost $57.67 Unrealized +30.3%
Alphabet Inc Cap Stock Cl C 0.9%
Value ($000) $5,337 Shares 6,865 Est. Cost $758.83 Unrealized
MCD McDonalds Corp 0.9%
Value ($000) $4,862 Shares 42,150 Est. Cost $71.80 Unrealized +31.7%
OXY Occidental Petroleum Corp 0.8%
Value ($000) $4,785 Shares 65,621 Est. Cost $57.51 Unrealized -0.2%
HON Honeywell Intl Inc 0.7%
Value ($000) $4,189 Shares 35,932 Est. Cost $53.13 Unrealized +61.9%
Dow Chemical Co 0.7%
Value ($000) $4,087 Shares 78,847 Est. Cost $36.41 Unrealized
PEP PepsiCo Inc 0.7%
Value ($000) $3,806 Shares 34,990 Est. Cost $56.29 Unrealized +44.1%
BMY Bristol Myers Squibb Co 0.6%
Value ($000) $3,493 Shares 64,778 Est. Cost $29.39 Unrealized +57.0%
M & T Bank Corp 0.6%
Value ($000) $3,487 Shares 30,034 Est. Cost $112.50 Unrealized
AT&T Inc 0.5%
Value ($000) $2,797 Shares 68,885 Est. Cost $35.32 Unrealized
PG Procter & Gamble Co 0.5%
Value ($000) $2,674 Shares 29,800 Est. Cost $55.22 Unrealized +22.3%
PRNHX T Rowe Price New Horizons Fund 0.5%
Value ($000) $2,642 Shares 57,286 Est. Cost $45.88 Unrealized
Nextera Energy Inc 0.4%
Value ($000) $2,559 Shares 20,921 Est. Cost $81.47 Unrealized
NUE Nucor Corp 0.4%
Value ($000) $2,270 Shares 45,900 Est. Cost $33.26 Unrealized +23.9%
KMB Kimberly Clark Corp 0.4%
Value ($000) $2,105 Shares 16,690 Est. Cost $63.06 Unrealized +48.3%
JNJ Johnson & Johnson 0.4%
Value ($000) $1,992 Shares 16,867 Est. Cost $59.66 Unrealized +56.9%
Abbvie Inc 0.3%
Value ($000) $1,797 Shares 28,500 Est. Cost $42.18 Unrealized
3M Co 0.3%
Value ($000) $1,739 Shares 9,868 Est. Cost $109.37 Unrealized
Power Solutions Intl Inc 0.3%
Value ($000) $1,683 Shares 164,208 Est. Cost $25.83 Unrealized
CL Colgate Palmolive Co 0.3%
Value ($000) $1,653 Shares 22,300 Est. Cost $44.38 Unrealized +33.8%
Kinder Morgan Inc 0.3%
Value ($000) $1,480 Shares 64,000 Est. Cost $38.51 Unrealized
Trinity Biotech PLC Sp ADR 0.2%
Value ($000) $1,419 Shares 107,367 Est. Cost $22.40 Unrealized
QCOM Qualcomm Inc 0.2%
Value ($000) $1,316 Shares 19,208 Est. Cost $44.78 Unrealized +4.8%
Mead Johnson Nutrition Co Cl A 0.2%
Value ($000) $1,206 Shares 15,270 Est. Cost $81.02 Unrealized
QEP Resources Inc 0.2%
Value ($000) $1,181 Shares 60,470 Est. Cost $27.17 Unrealized
IP International Paper Co 0.2%
Value ($000) $1,165 Shares 24,278 Est. Cost $25.91 Unrealized +13.9%
Enwave Corp 0.2%
Value ($000) $1,160 Shares 1,270,600 Est. Cost $1.34 Unrealized
FedEx Corp 0.2%
Value ($000) $1,135 Shares 6,500 Est. Cost $170.39 Unrealized
Weingarten Realty Investors 0.2%
Value ($000) $1,073 Shares 27,524 Est. Cost $30.77 Unrealized
First Bancorp Inc ME 0.2%
Value ($000) $889 Shares 37,092 Est. Cost $19.43 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $870 Shares 20,570 Est. Cost $28.85 Unrealized +25.3%
Anadarko Petroleum Corp 0.1%
Value ($000) $796 Shares 12,558 Est. Cost $85.60 Unrealized
Express Scripts Holding Co 0.1%
Value ($000) $796 Shares 11,290 Est. Cost $61.74 Unrealized
FMS Fresenius Med Care AG & Co KGA 0.1%
Value ($000) $713 Shares 16,280 Est. Cost $41.58 Unrealized
UPS United Parcel Service Inc Cl B 0.1%
Value ($000) $700 Shares 6,400 Est. Cost $55.51 Unrealized +39.2%
CAIBX Capital Income Builder Fund 0.1%
Value ($000) $671 Shares 11,386 Est. Cost $59.49 Unrealized
Grace W R & Co 0.1%
Value ($000) $641 Shares 8,680 Est. Cost $100.35 Unrealized
Genomic Health Inc 0.1%
Value ($000) $620 Shares 21,440 Est. Cost $30.96 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $601 Shares 3,600 Est. Cost $80.72 Unrealized +58.2%
FMC FMC Corp 0.1%
Value ($000) $483 Shares 10,000 Est. Cost $39.05 Unrealized -15.4%
WMT Wal Mart Stores Inc 0.1%
Value ($000) $473 Shares 6,570 Est. Cost $20.27 Unrealized +1.6%
TKR Timken Co 0.1%
Value ($000) $450 Shares 12,800 Est. Cost $39.57 Unrealized -16.8%
FMC Technologies Inc 0.1%
Value ($000) $445 Shares 15,000 Est. Cost $41.47 Unrealized
Dominion Resources Inc VA 0.1%
Value ($000) $386 Shares 5,200 Est. Cost $57.00 Unrealized
KO Coca-Cola Co 0.1%
Value ($000) $343 Shares 8,100 Est. Cost $29.04 Unrealized +12.1%
Zimmer Holdings Inc 0.1%
Value ($000) $338 Shares 2,600 Est. Cost $93.13 Unrealized
ConocoPhillips 0.1%
Value ($000) $320 Shares 7,350 Est. Cost $59.73 Unrealized
Altria Group Inc 0.1%
Value ($000) $319 Shares 5,042 Est. Cost $50.39 Unrealized
Biogen Inc 0.1%
Value ($000) $313 Shares 1,000 Est. Cost $394.60 Unrealized
Praxair Inc 0.1%
Value ($000) $288 Shares 2,380 Est. Cost $115.18 Unrealized
Ventas Inc 0.0%
Value ($000) $278 Shares 3,933 Est. Cost $60.51 Unrealized
Duke Energy Corp 0.0%
Value ($000) $268 Shares 3,351 Est. Cost $80.63 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $267 Shares 2,750 Est. Cost $48.57 Unrealized +28.2%
KWR Quaker Chem Corp 0.0%
Value ($000) $265 Shares 2,500 Est. Cost $97.60 Unrealized 0.0%
LCNB Corp 0.0%
Value ($000) $264 Shares 14,500 Est. Cost $16.20 Unrealized
Gcp Applied Technologies Inc 0.0%
Value ($000) $246 Shares 8,680 Est. Cost $26.04 Unrealized
Advantage Funds Inc Stateg Val 0.0%
Value ($000) $238 Shares 6,585 Est. Cost $39.00 Unrealized
SO Southern Co 0.0%
Value ($000) $237 Shares 4,614 Est. Cost $30.48 Unrealized +16.8%
GD General Dynamics Corp 0.0%
Value ($000) $233 Shares 1,502 Est. Cost $113.06 Unrealized +7.6%
DE Deere & Co 0.0%
Value ($000) $232 Shares 2,711 Est. Cost $67.64 Unrealized +4.0%
EPD Enterprise Products Partners L 0.0%
Value ($000) $221 Shares 8,000 Est. Cost $27.63 Unrealized
Verizon Communications Inc 0.0%
Value ($000) $215 Shares 4,131 Est. Cost $54.31 Unrealized
Spectra Energy Corp 0.0%
Value ($000) $214 Shares 5,000 Est. Cost $42.80 Unrealized
Time Warner Inc 0.0%
Value ($000) $212 Shares 2,666 Est. Cost $59.12 Unrealized
SPDR S&P 500 ETF TR 0.0%
Value ($000) $211 Shares 975 Est. Cost $216.41 Unrealized
Allergan PLC 0.0%
Value ($000) $204 Shares 885 Est. Cost $230.51 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $202 Shares 2,550 Est. Cost $54.25 Unrealized +6.5%
PFE Pfizer Inc 0.0%
Value ($000) $201 Shares 5,933 Est. Cost $21.05 Unrealized +5.7%
Essex Rent Corp 0.0%
Value ($000) $161 Shares 594,462 Est. Cost $2.85 Unrealized
Dreyfus Premier Inv Funds Inc 0.0%
Value ($000) $99 Shares 10,433 Est. Cost $8.63 Unrealized
Mosys Inc 0.0%
Value ($000) $8 Shares 10,500 Est. Cost $1.92 Unrealized
IGNE Igene Biotechnology Inc 0.0%
Value ($000) $5 Shares 9,029,103 Est. Cost $0.00 Unrealized -23.0%
Advanced Resources Group Inc 0.0%
Value ($000) $0 Shares 15,000 Est. Cost Unrealized