Kimelman & Baird, LLC
RIA/Wealth
Kimelman & Baird, LLC is a RIA/Wealth based in New York, NY led by Sapan "Nmn" Vyas, reporting $1.4B in AUM as of Q3 2025 with JPM as the largest holding (6% allocation).
MemberSapan "Nmn" Vyas
- Portfolio Value
- $1.3B
- Positions
- 304
- Top Holding
- JPM at 5.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kimelman & Baird, LLC's portfolio (45.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Diversified Financial Services | $74.3M | 5.81% | -$2.7M Sold | 0.01% 235.4K shares | |
Consumer Electronics Technology | $73.3M | 5.74% | -$1.5M Sold | 0.00% 288.0K shares | |
Software - Infrastructure Technology | $63.3M | 4.95% | -$1.1M Sold | 0.00% 122.2K shares | |
Specialty Retail Consumer Cyclical | $60.9M | 4.77% | +$106.7K Bought | 0.00% 277.5K shares | |
Discount Stores Consumer Defensive | $58.4M | 4.57% | +$368.4K Bought | 0.01% 63.1K shares | |
Auto - Dealerships Consumer Cyclical | $55.5M | 4.34% | +$526.0K Bought | 0.13% 1.2M shares | |
Asset Management Financial Services | $54.2M | 4.24% | +$99.3K Bought | 0.04% 317.0K shares | |
Apparel - Retail Consumer Cyclical | $48.9M | 3.82% | +$370.7K Bought | 0.03% 338.2K shares | |
Home Improvement Consumer Cyclical | $48.0M | 3.75% | +$102.5K Bought | 0.01% 118.4K shares | |
Waste Management Industrials | $46.6M | 3.65% | +$293.9K Bought | 0.05% 211.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kimelman & Baird, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Kimelman & Baird, LLC
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