Kimelman & Baird, LLC
Sector Allocation
- Technology27.0%$364.1M
- Financials18.4%$247.7M
- Consumer Discretionary17.2%$232.1M
- Healthcare9.2%$123.4M
- Industrials9.0%$121.0M
- Utilities6.2%$83.2M
- Consumer Staples5.2%$70.4M
- Materials4.9%$65.8M
- Energy2.1%$28.3M
- Communication Services0.6%$7.7M
AUM History
13fpro.ai/research/fund/kimelman-and-baird-llc-1318103
Conviction and streaks
Stable · top 10 = 43.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$80.0MMRVL
$71.0MJPM
$67.6MAMZN
$64.9MCOST
$58.6MGOOGL
$55.8MTJX
$49.5MLLY
$48.4MBAC
$44.8MWM
$44.7MMSFT
$43.9MHD
$41.2MBX
$36.5MMA
$36.1MV
$35.0MCPRT
$34.8MOPLN
$31.4MOC
$31.1MIBM
$30.4MWCN
$29.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kimelman-and-baird-llc-1318103
Kimelman & Baird, LLC 13F holdings — Q2 2026
$1.3B portfolio (+10.9% QoQ) · 261 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
$80.0M
5.9% of stocks
-0.6%This quarter+10.6%Since filed8+ qtrsHeld$71.0M
5.3% of stocks
-3%This quarter+10.8%Since filed8+ qtrsHeld$67.6M
5.0% of stocks
-0.7%This quarter-7.0%Since filed8+ qtrsHeld$64.9M
4.8% of stocks
-0.8%This quarter-8.6%Since filed8+ qtrsHeld$58.6M
4.3% of stocks
-0.2%This quarter+6.7%Since filed8+ qtrsHeld$55.8M
4.1% of stocks
-1%This quarter-12.8%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$49.5M
3.7% of stocks
-0.7%This quarter-10.1%Since filed8+ qtrsHeld$48.4M
3.6% of stocks
+0.1%This quarter+9.3%Since filed8+ qtrsHeld$44.8M
3.3% of stocks
-0.8%This quarter-20.1%Since filed8+ qtrsHeld$44.7M
3.3% of stocks
-3%This quarter+7.5%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Kimelman & Baird, LLC (Q2 2026)
261 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $43.9M | 3.3% | 118K | -0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | HOME DEPOT, INC. | Consumer Discretionary | $41.2M | 3.1% | 117K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Blackstone Inc. | Financials | $36.5M | 2.7% | 310K | -0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Mastercard Inc | Financials | $36.1M | 2.7% | 70K | -1.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | VISA INC. | Financials | $35.0M | 2.6% | 102K | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | COPART INC | Consumer Discretionary | $34.8M | 2.6% | 1.23M | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | OPENLANE, Inc. | Consumer Discretionary | $31.4M | 2.3% | 763K | -2% | 7 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Owens Corning | Materials | $31.1M | 2.3% | 196K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $30.4M | 2.3% | 108K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Waste Connections, Inc. | Utilities | $29.9M | 2.2% | 179K | -1.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | UNION PACIFIC CORP | Industrials | $27.8M | 2.1% | 102K | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BOEING CO | Industrials | $25.5M | 1.9% | 118K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Uber Technologies, Inc | Technology | $24.5M | 1.8% | 339K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | DOVER Corp | Industrials | $21.5M | 1.6% | 96K | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Merck & Co., Inc. | Healthcare | $20.6M | 1.5% | 160K | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LIN | LINDE PLC | Materials | $18.6M | 1.4% | 36K | +0.2% | |||
| 27 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $17.3M | 1.3% | 28K | +155% | |||
| 28 | $NVDA | NVIDIA CORP | Technology | $16.8M | 1.3% | 84K | -0.2% | |||
| 29 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $14.5M | 1.1% | 65K | -50% | |||
| 30 | $HONA | Honeywell Aerospace Inc. | Industrials | $14.2M | 1.1% | 64K | New | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $13.3M | 1.0% | 97K | — | |||
| 32 | $MDT | Medtronic plc | Healthcare | $12.8M | 0.9% | 164K | -4% | |||
| 33 | $CSCO | CISCO SYSTEMS, INC. | Technology | $11.5M | 0.8% | 98K | +0.8% | |||
| 34 | $ENPH | Enphase Energy, Inc. | Technology | $10.1M | 0.8% | 205K | +1062% | |||
| 35 | $EMR | EMERSON ELECTRIC CO | Industrials | $9.8M | 0.7% | 69K | -0.1% | |||
| 36 | $STX | Seagate Technology Holdings plc | Technology | $8.7M | 0.7% | 9,025 | — | |||
| 37 | $NUE | NUCOR CORP | Materials | $8.3M | 0.6% | 37K | -0.5% | |||
| 38 | $ABBV | AbbVie Inc. | Healthcare | $7.7M | 0.6% | 31K | — | |||
| 39 | $CAC | CAMDEN NATIONAL CORP | Financials | $7.4M | 0.6% | 137K | -0.8% | |||
| 40 | $MCD | MCDONALDS CORP | Consumer Discretionary | $7.3M | 0.5% | 27K | — | |||
| 41 | $MTB | M&T BANK CORP | Financials | $7.1M | 0.5% | 30K | — | |||
| 42 | $CVX | CHEVRON CORP | Energy | $6.7M | 0.5% | 40K | — | |||
| 43 | $NEE | NEXTERA ENERGY INC | Utilities | $6.0M | 0.4% | 68K | -0.4% | |||
| 44 | $NFLX | NETFLIX INC | Communication Services | $5.7M | 0.4% | 80K | +2251% | |||
| 45 | $AMGN | AMGEN INC | Healthcare | $5.2M | 0.4% | 14K | — | |||
| 46 | $SHEL | Shell plc | Energy | $5.1M | 0.4% | 66K | — | |||
| 47 | $GE | GENERAL ELECTRIC CO | Industrials | $3.8M | 0.3% | 10K | — | |||
| 48 | $GOOG | Alphabet Inc. | Technology | $3.7M | 0.3% | 11K | -1% | |||
| 49 | $AXP | AMERICAN EXPRESS CO | Financials | $3.7M | 0.3% | 11K | +19% | |||
| 50 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.9M | 0.2% | 20K | — | |||
| 51 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $2.8M | 0.2% | 8,514 | — | |||
| 52 | $STE | STERIS plc | Healthcare | $2.7M | 0.2% | 13K | — | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.6M | 0.2% | 10K | -2% | |||
| 54 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.1M | 0.2% | 24K | — | |||
| 55 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $2.1M | 0.2% | 13K | — | |||
| 56 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $2.1M | 0.1% | 17K | — | |||
| 57 | $GLD | SPDR GOLD TRUST | Financials | $2.0M | 0.1% | 5,390 | — | |||
| 58 | $LITE | Lumentum Holdings Inc. | Technology | $1.9M | 0.1% | 2,254 | -5% | |||
| 59 | $KIM | KIMCO REALTY CORP | Real Estate | $1.7M | 0.1% | 68K | — | |||
| 60 | $GEV | GE Vernova Inc. | Industrials | $1.6M | 0.1% | 1,378 | — | |||
| 61 | $MTX | MINERALS TECHNOLOGIES INC | Materials | $1.6M | 0.1% | 22K | — | |||
| 62 | $ECL | ECOLAB INC. | Materials | $1.6M | 0.1% | 5,658 | — | |||
| 63 | $SYY | SYSCO CORP | Consumer Discretionary | $1.4M | 0.1% | 17K | — | |||
| 64 | $PM | Philip Morris International Inc. | Consumer Staples | $1.3M | 0.1% | 7,297 | — | |||
| 65 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.3M | 0.1% | 22K | — | |||
| 66 | $FNLC | First Bancorp, Inc /ME/ | Financials | $1.2M | 0.1% | 36K | — | |||
| 67 | $EOG | EOG RESOURCES INC | Energy | $1.2M | 0.1% | 9,400 | — | |||
| 68 | $UL | UNILEVER PLC | Consumer Staples | $1.1M | 0.1% | 19K | — | |||
| 69 | $NVS | NOVARTIS AG | Healthcare | $1.1M | 0.1% | 6,850 | — | |||
| 70 | $PANW | Palo Alto Networks Inc | Technology | $1.0M | 0.1% | 3,064 | +2% | |||
| 71 | $PFE | PFIZER INC | Healthcare | $1.0M | 0.1% | 43K | — | |||
| 72 | $VST | Vistra Corp. | Utilities | $999K | 0.1% | 6,300 | +2% | |||
| 73 | $UTZ | Utz Brands, Inc. | Consumer Staples | $990K | 0.1% | 129K | +130% | |||
| 74 | $TT | Trane Technologies plc | Technology | $987K | 0.1% | 2,010 | -8% | |||
| 75 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $976K | 0.1% | 15K | — | |||
| 76 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $895K | 0.1% | 16K | — | |||
| 77 | $CCZ | COMCAST CORP | Communication Services | $854K | 0.1% | 35K | — | |||
| 78 | $KR | KROGER CO | Consumer Staples | $850K | 0.1% | 15K | — | |||
| 79 | $QCOM | QUALCOMM INC/DE | Technology | $758K | 0.1% | 4,100 | — | |||
| 80 | $Q | Qnity Electronics, Inc. | Technology | $757K | 0.1% | 4,634 | — | |||
| 81 | $COP | CONOCOPHILLIPS | Energy | $712K | 0.1% | 6,850 | — | |||
| 82 | $NI | NISOURCE INC. | Utilities | $663K | 0.1% | 14K | — | |||
| 83 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $649K | 0.1% | 5,500 | — | |||
| 84 | $META | Meta Platforms, Inc. | Technology | $625K | 0.1% | 1,109 | +8% | |||
| 85 | $KO | COCA COLA CO | Consumer Staples | $601K | 0.0% | 7,400 | — | |||
| 86 | $CTVA | Corteva, Inc. | Consumer Staples | $563K | 0.0% | 6,651 | — | |||
| 87 | $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Materials | $532K | 0.0% | 6,714 | — | |||
| 88 | $NWSA | NEWS CORP | Communication Services | $517K | 0.0% | 21K | — | |||
| 89 | $SJM | J M SMUCKER Co | Consumer Staples | $506K | 0.0% | 4,500 | — | |||
| 90 | $FUL | FULLER H B CO | Materials | $490K | 0.0% | 8,400 | — | |||
| 91 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $476K | 0.0% | 694 | +2% | |||
| 92 | $TXN | TEXAS INSTRUMENTS INC | Technology | $447K | 0.0% | 1,500 | — | |||
| 93 | $DD | DuPont de Nemours, Inc. | Materials | $419K | 0.0% | 3,089 | -67% | |||
| 94 | $WEN | Wendy's Co | Consumer Discretionary | $417K | 0.0% | 50K | — | |||
| 95 | $PLTR | Palantir Technologies Inc. | Technology | $398K | 0.0% | 3,412 | +38% | |||
| 96 | $SPY | SPDR S&P 500 ETF TRUST | — | $397K | 0.0% | 532 | — | |||
| 97 | $DIS | Walt Disney Co | Communication Services | $380K | 0.0% | 3,951 | -97% | |||
| 98 | $DOW | DOW INC. | Materials | $348K | 0.0% | 13K | — | |||
| 99 | $BALL | BALL Corp | Industrials | $329K | 0.0% | 5,265 | — | |||
| 100 | $EVRG | Evergy, Inc. | Utilities | $323K | 0.0% | 3,734 | — | |||
| 101 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $321K | 0.0% | 3,500 | — | |||
| 102 | $PEP | PEPSICO INC | Consumer Staples | $315K | 0.0% | 2,323 | — | |||
| 103 | $GIS | GENERAL MILLS INC | Consumer Staples | $304K | 0.0% | 8,742 | -27% | |||
| 104 | $ACVA | ACV Auctions Inc. | Industrials | $294K | 0.0% | 41K | +2047% | |||
| 105 | $GH | Guardant Health, Inc. | Healthcare | $285K | 0.0% | 1,900 | — | |||
| 106 | $KWR | QUAKER CHEMICAL CORP | Energy | $251K | 0.0% | 1,582 | — | |||
| 107 | $BNY | Bank of New York Mellon Corp | Financials | $246K | 0.0% | 1,700 | — | |||
| 108 | $MPC | Marathon Petroleum Corp | Energy | $241K | 0.0% | 942 | — | |||
| 109 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $238K | 0.0% | 3,115 | — | |||
| 110 | $ENB | ENBRIDGE INC | Energy | $229K | 0.0% | 4,220 | — | |||
| 111 | $FMS | Fresenius Medical Care AG | Healthcare | $220K | 0.0% | 9,734 | — | |||
| 112 | $LCNB | LCNB CORP | Financials | $202K | 0.0% | 12K | — | |||
| 113 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $200K | 0.0% | 400 | — | |||
| 114 | $NEM | NEWMONT Corp /DE/ | Materials | $199K | 0.0% | 2,130 | — | |||
| 115 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $196K | 0.0% | 500 | — | |||
| 116 | $KEY | KEYCORP /NEW/ | Financials | $184K | 0.0% | 8,000 | — | |||
| 117 | $EQT | EQT Corp | Energy | $179K | 0.0% | 3,375 | — | |||
| 118 | — | ISHARES TR - CORE S&P MCP ETF | — | $173K | 0.0% | 2,250 | — | |||
| 119 | $DUK | Duke Energy CORP | Utilities | $169K | 0.0% | 1,332 | — | |||
| 120 | $TSLA | Tesla, Inc. | Consumer Discretionary | $168K | 0.0% | 399 | +3% | |||
| 121 | $ETN | Eaton Corp plc | Industrials | $165K | 0.0% | 387 | — | |||
| 122 | $KMB | KIMBERLY CLARK CORP | Materials | $148K | 0.0% | 1,350 | — | |||
| 123 | $KMI | KINDER MORGAN, INC. | Energy | $144K | 0.0% | 4,500 | — | |||
| 124 | $CMI | CUMMINS INC | Industrials | $143K | 0.0% | 200 | -33% | |||
| 125 | $CSX | CSX CORP | Industrials | $143K | 0.0% | 3,000 | — | |||
| 126 | $SRE | SEMPRA | Utilities | $139K | 0.0% | 1,500 | — | |||
| 127 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $135K | 0.0% | 1,566 | +500% | |||
| 128 | $CAT | CATERPILLAR INC | Industrials | $132K | 0.0% | 124 | — | |||
| 129 | $JBTM | JBT MAREL Corp | Industrials | $131K | 0.0% | 900 | — | |||
| 130 | $MMM | 3M CO | Healthcare | $130K | 0.0% | 800 | — | |||
| 131 | $SHOP | SHOPIFY INC. | Technology | $128K | 0.0% | 1,125 | — | |||
| 132 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $128K | 0.0% | 1,446 | -0.1% | |||
| 133 | $FMC | FMC CORP | Healthcare | $115K | 0.0% | 10K | — | |||
| 134 | $FDX | FEDEX CORP | Industrials | $111K | 0.0% | 355 | — | |||
| 135 | $WLK | WESTLAKE CORP | Materials | $110K | 0.0% | 1,500 | — | |||
| 136 | $ASML | ASML HOLDING NV | Technology | $109K | 0.0% | 55 | — | |||
| 137 | $DELL | Dell Technologies Inc. | Technology | $109K | 0.0% | 252 | — | |||
| 138 | $ADBE | ADOBE INC. | Technology | $107K | 0.0% | 523 | -0.2% | |||
| 139 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $107K | 0.0% | 3,274 | — | |||
| 140 | $PSX | Phillips 66 | Energy | $106K | 0.0% | 625 | — | |||
| 141 | $RTX | RTX Corp | Industrials | $102K | 0.0% | 537 | — | |||
| 142 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $98K | 0.0% | 619 | — | |||
| 143 | — | VANGUARD INDEX FDS - VALUE ETF | — | $96K | 0.0% | 441 | — | |||
| 144 | $ASH | ASHLAND INC. | Consumer Staples | $94K | 0.0% | 1,432 | -48% | |||
| 145 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $92K | 0.0% | 200 | — | |||
| 146 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $87K | 0.0% | 2,044 | — | |||
| 147 | $T | AT&T INC. | Communication Services | $84K | 0.0% | 4,058 | — | |||
| 148 | $WY | WEYERHAEUSER CO | Real Estate | $82K | 0.0% | 3,413 | — | |||
| 149 | $NKE | NIKE, Inc. | Consumer Discretionary | $81K | 0.0% | 1,968 | -99% | |||
| 150 | $DEO | DIAGEO PLC | Consumer Staples | $80K | 0.0% | 1,000 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 22 added to, 44 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (22)
$REGNREGENERON PHARMACEUTICALS, INC.+155%
now $17.3M · held 8+ qtrs, 3 adds in a row
$ENPHEnphase Energy, Inc.+1062%
now $10.1M · held 8+ qtrs, 2 adds in a row
$NFLXNETFLIX INC+2251%
now $5.7M · held 8+ qtrs, 2 adds in a row
now $30.4M · held 8+ qtrs
$AXPAMERICAN EXPRESS CO+19%
now $3.7M · held 8+ qtrs, 3 adds in a row
$UTZUtz Brands, Inc.+130%
now $990K · held 8+ qtrs, 2 adds in a row
+16 more in the Excel export
Trimmed (44)
$HONHONEYWELL INTERNATIONAL INC-50%
now $14.5M · held 8+ qtrs
$DISWalt Disney Co-97%
now $380K · held 8+ qtrs
$NKENIKE, Inc.-99%
now $81K · held 8+ qtrs
now $71.0M · held 8+ qtrs
now $44.7M · held 8+ qtrs, 2 trims in a row
$DDDuPont de Nemours, Inc.-67%
now $419K · held 8+ qtrs
+38 more in the Excel export
Sold out (5)
$DMRC.R1438231Digimarc CORPwas $4.1M
held 8+ qtrs
- DIME CMNTY BANCSHARES INCwas $92K
$WFCWELLS FARGO & COMPANY/MNwas $29K
held 4 qtrs
$DNPDNP SELECT INCOME FUND INCwas $21K
$PPTFRANKLIN PREMIER INCOME TRUSTwas $9K
Holdings by quarter
Every 13F Kimelman & Baird, LLC has filed, 33 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kimelman & Baird?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kimelman & Baird's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 8% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kimelman & Baird, LLC disclosed 261 positions worth $1.3B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.9% of the equity portfolio, followed by $MRVL and $JPM. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $HONA and a full exit from $DMRC.R1438231. The portfolio is most concentrated in Technology (27.0% of disclosed assets). All figures are sourced directly from Kimelman & Baird, LLC’s Form 13F-HR filing with the SEC under CIK 1318103.
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