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Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
76
−1 vs. Q1 2023
Portfolio value
$305.5M
+$18.2M (+6.3%) vs. Q1 2023
Filed
Aug 11, 2023
SEC
Holdings of Kidder Stephen W in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock148,817$28.9M9.4%−2,341−1.5%ReducedHistory
ADPAutomatic Data Processing IncStock64,467$14.2M4.6%−245−0.4%ReducedHistory
JNJJohnson & JohnsonStock81,299$13.5M4.4%+540+0.7%AddedHistory
MSFTMicrosoft CorpStock38,957$13.3M4.3%−763−1.9%ReducedHistory
MAMastercard IncStock32,343$12.7M4.2%−611−1.9%ReducedHistory
GOOGLAlphabet Inc.Stock102,560$12.3M4.0%−1,565−1.5%ReducedHistory
ADIAnalog Devices IncStock59,131$11.5M3.8%−1,178−2.0%ReducedHistory
FISVFiserv IncStock89,164$11.2M3.7%+226+0.3%AddedHistory
AMDAdvanced Micro Devices IncStock93,601$10.7M3.5%−804−0.9%ReducedHistory
CNICanadian National Railway CoStock85,241$10.3M3.4%−815−0.9%ReducedHistory
ROKRockwell Automation, IncStock30,933$10.2M3.3%+105+0.3%AddedHistory
PGProcter & Gamble CoStock66,039$10.0M3.3%−208−0.3%ReducedHistory
ABTAbbott LaboratoriesStock91,682$10.0M3.3%+177+0.2%AddedHistory
HDHome Depot, Inc.Stock28,389$8.82M2.9%+120+0.4%AddedHistory
Nestle SA ADR641069406COM73,261$8.82M2.9%−435−0.6%Reduced–
RTXRTX CorpStock89,669$8.78M2.9%+395+0.4%AddedHistory
DHRDanaher CorpStock34,435$8.26M2.7%+155+0.5%AddedHistory
ATRAptargroup, Inc.Stock67,178$7.78M2.5%−535−0.8%ReducedHistory
AMZNAmazon Com IncStock59,345$7.74M2.5%+4,106+7.4%AddedHistory
TJXTJX Companies IncStock78,798$6.68M2.2%+1,526+2.0%AddedHistory
UNHUnitedHealth Group IncStock12,520$6.02M2.0%+433+3.6%AddedHistory
PEPPepsiCo IncStock30,318$5.62M1.8%+391+1.3%AddedHistory
XYLXylem Inc.COM49,361$5.56M1.8%+135+0.3%AddedHistory
NVDANVIDIA CorpStock12,297$5.20M1.7%−255−2.0%ReducedHistory
CVXChevron CorpStock27,846$4.38M1.4%+960+3.6%AddedHistory
NKENIKE, Inc.Stock34,702$3.83M1.3%+3,153+10.0%AddedHistory
CVSCVS Health CorpStock47,799$3.30M1.1%−640−1.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM28,562$3.06M1.0%−329−1.1%ReducedHistory
HONHoneywell International IncCOM13,889$2.88M0.9%−2,770−16.6%ReducedHistory
NVSNovartis AGADR28,085$2.83M0.9%+90+0.3%AddedHistory
DEDeere & CoStock6,777$2.75M0.9%−33−0.5%ReducedHistory
ABBVAbbVie Inc.Stock14,967$2.02M0.7%−508−3.3%ReducedHistory
ILMNIllumina, Inc.COM10,629$1.99M0.7%−110−1.0%ReducedHistory
JPMJPMorgan Chase & CoStock11,567$1.68M0.6%+800+7.4%AddedHistory
MDTMedtronic plcStock19,010$1.67M0.5%+3,000+18.7%AddedHistory
PYPLPayPal Holdings, Inc.Stock24,705$1.65M0.5%−2,605−9.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,785$1.63M0.5%+626+15.1%AddedHistory
WMTWalmart Inc.Stock9,975$1.57M0.5%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock5,472$1.44M0.5%+1,042+23.5%AddedHistory
BABoeing CoStock6,755$1.43M0.5%00.0%UnchangedHistory
DISWalt Disney CoStock14,650$1.31M0.4%+3,080+26.6%AddedHistory
EWEdwards Lifesciences CorpStock12,460$1.18M0.4%−405−3.1%ReducedHistory
UNPUnion Pacific CorpStock5,345$1.09M0.4%−25−0.5%ReducedHistory
MRKMerck & Co., Inc.Stock9,204$1.06M0.3%+466+5.3%AddedHistory
INTCIntel CorpStock30,840$1.03M0.3%−600−1.9%ReducedHistory
BACBank of America CorpStock30,675$880.1K0.3%−90−0.3%ReducedHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$847.5K0.3%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF1,780$789.0K0.3%−70−3.8%ReducedHistory
KOCoca Cola CoStock12,950$779.8K0.3%−100−0.8%ReducedHistory
MMM3M CoStock7,350$735.7K0.2%−195−2.6%ReducedHistory
APTVAptiv PLCSHS7,035$718.2K0.2%−630−8.2%ReducedHistory
GISGeneral Mills IncStock7,800$598.3K0.2%−300−3.7%ReducedHistory
SYKStryker CorpStock1,888$576.0K0.2%+666+54.5%AddedHistory
FASTFastenal CoStock8,930$526.8K0.2%00.0%UnchangedHistory
BCEBce IncCOM NEW11,200$510.6K0.2%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock3,050$505.2K0.2%00.0%UnchangedHistory
DDominion Energy, IncStock9,439$488.8K0.2%00.0%UnchangedHistory
Novozymes A S DKK 2.0B798FW902COM10,100$469.1K0.2%−1,000−9.0%Reduced–
iShares Core S&P 500 ETF464287200ETF1,000$445.7K0.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock3,600$435.5K0.1%+1,200+50.0%AddedHistory
GILDGilead Sciences, Inc.Stock5,140$396.1K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock5,481$350.5K0.1%00.0%UnchangedHistory
AONAon plcCL A975$336.6K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,100$329.5K0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock2,839$311.9K0.1%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW5,840$304.4K0.1%−650−10.0%ReducedHistory
STTState Street CorpCOM3,825$279.9K0.1%+1,000+35.4%AddedHistory
VVisa Inc.Stock1,132$268.8K0.1%+1,132NewHistory
NVONovo Nordisk A SADR1,650$267.0K0.1%−100−5.7%ReducedHistory
VZVerizon Communications IncStock6,906$256.8K0.1%00.0%UnchangedHistory
PAYXPaychex IncStock2,175$243.3K0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock670$216.1K0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock4,250$211.3K0.1%+4,250NewHistory
CBChubb LtdStock1,096$211.0K0.1%+1,096NewHistory
TFXTeleflex IncCOM850$205.7K0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock443$203.9K0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (4)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
AMGNAmgen IncStock910$220.0K0.1%History
TSLATesla, Inc.Stock1,000$207.5K0.1%History
Paramount Global92556H206CL B9,000$200.8K0.1%–
BINIBollinger Innovations, Inc.COMMON STOCK54,000$7.09K<0.1%History