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Kimelman & Baird, LLC
Scott Kimelman · Investment Advisor · Value
Kimelman & Baird, LLC is a New York-based boutique investment management firm founded in 1966 by Michael Kimelman. Originally established as a broker-dealer named M. Kimelman & Co., the firm adopted its current name and legal status in 1995. The institution specializes in providing personalized discretionary asset management and financial planning services to affluent individuals, multi-generational families, and non-profit institutions. With over five decades of history, Kimelman & Baird maintains a research-driven culture that prioritizes trust, integrity, and long-term wealth preservation. The firm manages approximately $1.4 billion in assets, utilizing a collaborative approach to design customized portfolios that address the specific financial traits and legacy goals of its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +1.7% |
| YTD return | -0.9% |
| Sharpe ratio | 0.74 |
| Win rate | 30% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.kimelmanbaird.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 9.2% | +30.6% |
| JPM | JPMorgan Chase & Co | 7.6% | +13.5% |
| AMZN | Amazon.com Inc | 7.5% | +13.1% |
| MSFT | Microsoft Corporation | 6.3% | -0.8% |
| COST | Costco Wholesale Corp | 6.2% | -3.5% |
| GOOGL | Alphabet Inc Class A | 5.9% | +37.9% |
| MRVL | Marvell Technology Group Ltd | 5.3% | +78.0% |
| BAC | Bank of America Corp | 5.1% | +13.4% |
| LLY | Eli Lilly and Company | 4.9% | +35.0% |
| BX | Blackstone Group Inc | 4.6% | -21.0% |
| TJX | The TJX Companies Inc | 4.5% | -11.9% |
| WM | Waste Management Inc | 4.5% | -4.3% |
| MA | Mastercard Inc | 4.3% | -0.5% |
| CPRT | Copart Inc | 4.2% | -32.2% |
| V | Visa Inc. Class A | 4.0% | +6.1% |
| HD | The Home Depot Inc | 4.0% | -22.4% |
| UNP | Union Pacific Corporation | 3.2% | -3.2% |
| WCN | Waste Connections Inc | 3.1% | -10.7% |
| OC | Owens Corning Inc | 2.9% | -13.8% |
| OPLN | OPENLANE, Inc. | 2.8% | -2.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | V | 3.8% → 4.0% |
| Aug 31, 2026 | SELL | TJX | 5.1% → 4.5% |
| Aug 31, 2026 | BUY | CPRT | 4.1% → 4.2% |
| Aug 31, 2026 | BUY | GOOGL | 5.9% → 5.9% |
| Aug 31, 2026 | BUY | AMZN | 7.3% → 7.5% |
Investment Style Analysis
Kimelman & Baird, LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Diversified and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Kimelman & Baird, LLC made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is rooted in a disciplined, research-driven approach aimed at long-term capital appreciation and preservation. Kimelman & Baird focuses on bottom-up fundamental analysis to select high-quality investments, primarily in large-cap U.S. equities and fixed-income securities. Their strategy emphasizes constructing customized, diversified portfolios tailored to the unique risk tolerances and objectives of each client. By conducting in-depth financial statement analysis and monitoring industry trends, the firm seeks to navigate various market cycles while maintaining a focus on risk management and tax efficiency to help clients achieve their specific financial milestones and legacy outcomes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Kimelman & Baird, LLC.
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Frequently asked questions
How is the simulated portfolio for Kimelman & Baird, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Kimelman & Baird, LLC's largest holding?
As of the latest filing, Kimelman & Baird, LLC's top position is Apple Inc (AAPL), representing 9.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Kimelman & Baird, LLC's historical performance and risk profile?
Our simulation indicates a total return of +1.7% with a win rate of 30%. Notably, the portfolio maintains a Sharpe Ratio of 0.74, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Kimelman & Baird, LLC primarily invest in?
Kimelman & Baird, LLC has a strong preference for the Banks - Diversified sector, which makes up 12.7% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Kimelman & Baird, LLC's portfolio concentrated or diversified?
Kimelman & Baird, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Kimelman & Baird, LLC performed in 2026?
Our AI-simulated model portfolio for Kimelman & Baird, LLC tracks a Year-to-Date (YTD) return of -0.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Scott Kimelman manage Kimelman & Baird, LLC directly?
Yes, Scott Kimelman serves as the key portfolio manager for Kimelman & Baird, LLC, overseeing the investment strategy and final capital allocation decisions.