0000890163-21-000042.txt : 20210817 0000890163-21-000042.hdr.sgml : 20210817 20210817152253 ACCESSION NUMBER: 0000890163-21-000042 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210817 DATE AS OF CHANGE: 20210817 EFFECTIVENESS DATE: 20210817 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kimelman & Baird, LLC CENTRAL INDEX KEY: 0001318103 IRS NUMBER: 132572209 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11298 FILM NUMBER: 211182547 BUSINESS ADDRESS: STREET 1: 800 THIRD AVENUE STREET 2: SUITE 2300 CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-686-0021 MAIL ADDRESS: STREET 1: 800 THIRD AVENUE STREET 2: SUITE 2300 CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001318103 XXXXXXXX 06-30-2021 06-30-2021 false Kimelman & Baird, LLC

800 Third Avenue Suite 2300 New York NY 10022

13F HOLDINGS REPORT 028-11298 N Pat Kimelman 212-686-0021 /s/ Pat Kimelman New York NY 08-13-2021 0 117 1121707 INFORMATION TABLE 2 infotable.xml 3M Co cs 88579y101 1579 7950 SH SOLE 0 0 7950 Abbott Laboratories cs 002824100 2353 20300 SH SOLE 0 0 20300 Abbvie Inc cs 00287y109 3299 29289 SH SOLE 0 0 29289 Adobe Inc cs 00724f101 18875 32229 SH SOLE 0 0 32229 Alphabet Inc Cap Stock Cl A cs 02079k305 41906 17162 SH SOLE 0 0 17162 Alphabet Inc Cap Stock Cl C cs 02079k107 10362 4134 SH SOLE 0 0 4134 Altria Group Inc cs 02209s103 333 6978 SH SOLE 0 0 6978 Amazon.com Inc cs 023135106 57138 16609 SH SOLE 0 0 16609 American Airlines Group Inc cs 02376r102 4921 232014 SH SOLE 0 0 232014 American Express Co cs 025816109 335 2029 SH SOLE 0 0 2029 Amgen Inc cs 031162100 877 3600 SH SOLE 0 0 3600 Apple Inc cs 037833100 58198 424927 SH SOLE 0 0 424927 AT&T Inc cs 00206r102 229 7942 SH SOLE 0 0 7942 Bank of America Corporation cs 060505104 34768 843282 SH SOLE 0 0 843282 Blackstone Group Inc Cl A cs 09260d107 34637 356567 SH SOLE 0 0 356567 Bristol Myers Squibb Co cs 110122108 901 13490 SH SOLE 0 0 13490 Camden Natl Corp cs 133034108 10597 221889 SH SOLE 0 0 221889 Chevron Corp cs 166764100 4352 41550 SH SOLE 0 0 41550 Cigna Corp cs 125523100 381 1606 SH SOLE 0 0 1606 Coca-Cola Co cs 191216100 447 8258 SH SOLE 0 0 8258 Colgate Palmolive Co cs 194162103 1855 22800 SH SOLE 0 0 22800 ConocoPhillips cs 20825c104 496 8150 SH SOLE 0 0 8150 Copart Inc cs 217204106 58283 442108 SH SOLE 0 0 442108 Corteva Inc cs 22052l104 814 18355 SH SOLE 0 0 18355 Costco Wholesale Corp cs 22160k105 34165 86346 SH SOLE 0 0 86346 CSX Corp cs 126408103 260 8100 SH SOLE 0 0 8100 Deere & Co cs 244199105 355 1007 SH SOLE 0 0 1007 Delta Air Lines Inc cs 247361702 4802 110995 SH SOLE 0 0 110995 Digimarc Corp cs 25381b101 17940 535517 SH SOLE 0 0 535517 Disney Walt Co Disney cs 254687106 26396 150171 SH SOLE 0 0 150171 Dominion Energy Inc cs 25746u109 375 5100 SH SOLE 0 0 5100 Dover Corp cs 260003108 15180 100800 SH SOLE 0 0 100800 Dow Inc cs 260557103 2313 36548 SH SOLE 0 0 36548 DuPont de Nemours Inc cs 26614n102 2439 31508 SH SOLE 0 0 31508 Eli Lilly & Co cs 532457108 14689 64000 SH SOLE 0 0 64000 Emerson Electric Co cs 291011104 14612 151827 SH SOLE 0 0 151827 Enwave Corp cs 29410k108 701 878560 SH SOLE 0 0 878560 Exact Sciences Corp cs 30063p105 517 4159 SH SOLE 0 0 4159 Exxon Mobil Corp cs 30231g102 6967 110448 SH SOLE 0 0 110448 First Bancorp Inc ME cs 31866p102 1018 34572 SH SOLE 0 0 34572 FMC Corp cs 302491303 1082 10000 SH SOLE 0 0 10000 Gcp Applied Technologies Inc cs 36164y101 202 8680 SH SOLE 0 0 8680 General Electric Co cs 369604103 2450 181999 SH SOLE 0 0 181999 Grace W R & Co cs 38388f108 600 8680 SH SOLE 0 0 8680 Home Depot Inc cs 437076102 43087 135115 SH SOLE 0 0 135115 Honeywell Intl Inc cs 438516106 27399 124912 SH SOLE 0 0 124912 International Business Machine cs 459200101 12002 81875 SH SOLE 0 0 81875 International Flavors & Fragra cs 459506101 540 3615 SH SOLE 0 0 3615 International Paper Co cs 460146103 858 14000 SH SOLE 0 0 14000 John Bean Technologies Corp cs 477839104 265 1857 SH SOLE 0 0 1857 Johnson & Johnson cs 478160104 1614 9800 SH SOLE 0 0 9800 JPMorgan Chase & Co cs 46625h100 41128 264421 SH SOLE 0 0 264421 Kimberly Clark Corp cs 494368103 1538 11500 SH SOLE 0 0 11500 LCNB Corp cs 50181p100 196 12000 SH SOLE 0 0 12000 Liberty Broadband Corp Ser C cs 530307305 274 1575 SH SOLE 0 0 1575 Logitech Intl SA cs h50430232 726 6000 SH SOLE 0 0 6000 M & T Bank Corp cs 55261f104 4364 30034 SH SOLE 0 0 30034 MasterCard Inc Cl A cs 57636q104 38278 104845 SH SOLE 0 0 104845 McDonalds Corp cs 580135101 6306 27300 SH SOLE 0 0 27300 Merck & Co Inc cs 58933y105 13542 174129 SH SOLE 0 0 174129 Microsoft Corp cs 594918104 28383 104772 SH SOLE 0 0 104772 Minerals Technologies Inc cs 603158106 12525 159209 SH SOLE 0 0 159209 Netflix Inc cs 64110l106 819 1550 SH SOLE 0 0 1550 Nextera Energy Inc cs 65339f101 6012 82037 SH SOLE 0 0 82037 Nike Inc Cl B cs 654106103 30070 194640 SH SOLE 0 0 194640 Norfolk Southern Corp cs 655844108 14916 56200 SH SOLE 0 0 56200 Nucor Corp cs 670346105 4420 46075 SH SOLE 0 0 46075 Organon & Co Common Stock cs 68622v106 527 17408 SH SOLE 0 0 17408 Owens Corning cs 690742101 20688 211313 SH SOLE 0 0 211313 Penske Automotive Group Inc cs 70959w103 226 3000 SH SOLE 0 0 3000 PepsiCo Inc cs 713448108 793 5350 SH SOLE 0 0 5350 Philip Morris Intl Inc cs 718172109 366 3692 SH SOLE 0 0 3692 Procter & Gamble Co cs 742718109 3429 25410 SH SOLE 0 0 25410 Quaker Chem Corp cs 747316107 1990 8392 SH SOLE 0 0 8392 Qualcomm Inc cs 747525103 1419 9930 SH SOLE 0 0 9930 Seagate Technology Hldngs PLC cs g7997r103 2778 31592 SH SOLE 0 0 31592 Skyworks Solutions Inc cs 83088m102 24629 128443 SH SOLE 0 0 128443 Southern Co cs 842587107 242 4000 SH SOLE 0 0 4000 Starbucks Corp cs 855244109 625 5591 SH SOLE 0 0 5591 Steris Plc Shs Usd cs g8473t100 13697 66395 SH SOLE 0 0 66395 Teleflex Inc cs 879369106 42701 106276 SH SOLE 0 0 106276 Texas Instruments Inc cs 882508104 288 1500 SH SOLE 0 0 1500 TJX Cos Inc cs 872540109 20695 306962 SH SOLE 0 0 306962 Trane Technologies PLC cs g8994e103 309 1680 SH SOLE 0 0 1680 Union Pacific Corp cs 907818108 26238 119302 SH SOLE 0 0 119302 United Contl Holdings Inc cs 910047109 3619 69204 SH SOLE 0 0 69204 United Parcel Service Inc Cl B cs 911312106 29863 143594 SH SOLE 0 0 143594 UnitedHealth Group Inc cs 91324p102 217 542 SH SOLE 0 0 542 Verizon Communications Inc cs 92343v104 252 4492 SH SOLE 0 0 4492 Visa Inc Cl A cs 92826c839 26557 113580 SH SOLE 0 0 113580 VMware Inc Cl A cs 928563402 352 2200 SH SOLE 0 0 2200 Wal Mart Stores Inc cs 931142103 619 4389 SH SOLE 0 0 4389 Waste Connections Inc cs 94106b101 25495 213475 SH SOLE 0 0 213475 Waste Management Inc cs 94106l109 36739 262214 SH SOLE 0 0 262214 Westrock Co cs 96145d105 23680 444941 SH SOLE 0 0 444941 Williams Sonoma Inc cs 969904101 251 1573 SH SOLE 0 0 1573 Zimmer Holdings Inc cs 98956p102 418 2600 SH SOLE 0 0 2600 Alibaba Group Holding Ltd Sp A ad 01609w102 454 2000 SH SOLE 0 0 2000 Fresenius Med Care AG & Co KGA ad 358029106 677 16280 SH SOLE 0 0 16280 Mowi Asa Sponsored Ads ad 624678108 254 10000 SH SOLE 0 0 10000 Royal Dutch Shell PLC Sp ADR A ad 780259206 3054 75600 SH SOLE 0 0 75600 Tencent Holdings Ltd ADR ad 88032q109 226 3000 SH SOLE 0 0 3000 Invesco Exchange Traded Fund T ui 46137v142 268 5000 SH SOLE 0 0 5000 SPDR S&P 500 ETF TR ui 78462f103 456 1065 SH SOLE 0 0 1065 SPDR Series Trust S&P Biotech ui 78464a870 8930 65956 SH SOLE 0 0 65956 AQR Funds US Def Equity I mf 00203h719 239 8108 SH SOLE 0 0 8108 BNY Mellon Appreciation Fund I mf 05589q100 373 8297 SH SOLE 0 0 8297 BNY Mellon Family Of Funds Dyn mf 05587n703 608 13132 SH SOLE 0 0 13132 BNY Mellon Family Of Funds Lar mf 05588f501 323 10943 SH SOLE 0 0 10943 Capital Income Builder Fund mf 140193103 385 5632 SH SOLE 0 0 5632 Fidelity Contrafund Inc mf 316071109 435 23194 SH SOLE 0 0 23194 Fidelity Magellan Fund mf 316184100 413 29764 SH SOLE 0 0 29764 Fidelity Tr 500 Index Ins Prem mf 315911750 395 2643 SH SOLE 0 0 2643 T Rowe Price New Horizons Fund mf 779562107 7452 82420 SH SOLE 0 0 82420 American Tower REIT re 03027x100 432 1600 SH SOLE 0 0 1600 Kimco Realty Corp re 49446r109 2145 102875 SH SOLE 0 0 102875 Ventas Inc re 92276f100 225 3933 SH SOLE 0 0 3933