StockDriftsStockDriftsTop 50 Kimelman & Baird, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.81% | 278.2K | $70.6M | -2.15%(-6.12K) | $192.88(+54.61%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.14% | 62.7K | $62.5M | -0.58%(-367) | $792.38(+31.41%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 5.03% | 208.0K | $61.2M | -10.19%(-23.59K) | $201.28(+49.00%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.7% | 274.4K | $57.1M | -0.37%(-1.01K) | $186.87(+43.00%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 4.33% | 329.4K | $52.6M | -0.81%(-2.69K) | $105.97(+39.04%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 3.91% | 206.7K | $47.5M | -2.12%(-4.49K) | $213.32(+2.58%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.74% | 158.2K | $45.5M | -1.23%(-1.97K) | $166.54(+140.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.59% | 117.9K | $43.6M | -2.67%(-3.24K) | $433.76(-5.61%) | 2026-03-31 | |
| CPRT | COPART INC | 3.37% | 1.23M | $40.9M | -0.29%(-3.57K) | $55.93(-41.62%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.18% | 117.4K | $38.6M | -0.59%(-691) | $363.97(-16.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.18% | +82.38% |
| Top 20 Holdings Unweighted | +24.40% | +92.53% |
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