Kimelman & Baird, LLC
Kimelman & Baird, LLC is a registered investment adviser and broker-dealer based in New York City. Founded in 1966 as M. Kimelman & Co. and rebranded to Kimelman & Baird in 1993, the firm manages $1.4 billion in assets. With over half a century of experience, the firm provides personalized investment management, retirement planning, and wealth transfer solutions, serving families and institutions of all sizes. The firm is known for its research-driven, client-focused culture and its legacy of diversity and philanthropy. It employs fewer than 25 people, including experienced partners and co-chief investment officers who emphasize trust, ethical standards, and deep client relationships.
Investment Strategy
Kimelman & Baird employs a research-driven investment strategy focused on understanding each client’s individual financial outlook and goals. The firm emphasizes customized portfolio construction, rigorous risk management, and active asset allocation to deliver long-term, superior returns. Their approach centers on comprehensive in-house analysis, a commitment to trust and integrity, and the flexibility to serve both families and institutions. The firm’s heritage of equity research guides its portfolio selection and ongoing management, seeking to align investments with client values, priorities, and legacies.
Top Holdings
Equity Positions (336)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 5.76% | $70.8M | 244,063 | $205.45 | $289.91 | +$10.8M |
C COST | COSTCO WHSL CORP NEW | 5.05% | $62.0M | 62,677 | $845.67 | $989.94 | +$2.5M |
M MSFT | MICROSOFT CORP | 5.03% | $61.8M | 124,280 | $456.56 | $497.41 | +$15.1M |
A AMZN | AMAZON COM INC | 4.95% | $60.8M | 276,978 | $197.20 | $219.39 | +$7.8M |
A AAPL | APPLE INC | 4.91% | $60.3M | 293,968 | $216.75 | $205.17 | -$5.7M |