Exxon Mobil Corporation (XOM): This Fund’s Bullish On Titans and Little Guys Alike

In fourth we have General Electric Company (NYSE:GE). The widely diversified infrastructure and financial giant saw the size of its holding in Kimelman & Baird’s 13F rise from 898,115 shares to 959,537 in just a quarter. This stake change, coupled with modest gains in price, led to a 17.7% enlargement of General Electric Company (NYSE:GE)’s dollar value in the fund’s equity portfolio. General Electric sports a beta of 1.4 and a trailing EPS of $1.35, while generally meeting Wall Street’s expectations. Recent insider buying activity is a commonly missed indicator that something bullish may be afloat, and in 2013, GE has seen one unique insider buying and zero insider sales.

Teleflex Incorporated (NYSE:TFX), lastly, closes up this top five list. At 197,960 shares owned, down slightly from one quarter earlier, steady gains have actually pushed the position’s total dollar value up 10.7% quarter-over-quarter. With a beta around 1.0 and a trailing EPS of $2.91, the medical devices supplier seems like a very prudent investment for those who are interested. Teleflex Incorporated (NYSE:TFX) trades at a trailing P/E ratio of 27.22 and forward P/E of 14.60, while surpassing Wall Street’s EPS estimates for the previous four quarters.

Final points

The equity portfolio of Kimelman & Baird consists of 102 positions in total, among which you can find industry titans and little guys side by side. On the whole, it is a well-balanced 13F, formed by a combination of prudent and riskier investments, and it’s worth paying attention to (continue preparing for 13F filing season here).

Disclosure: none