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Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
75
−1 vs. Q2 2023
Portfolio value
$288.3M
−$17.2M (−5.6%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Kidder Stephen W in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock147,467$25.2M8.8%−1,350−0.9%ReducedHistory
ADPAutomatic Data Processing IncStock62,687$15.1M5.2%−1,780−2.8%ReducedHistory
GOOGLAlphabet Inc.Stock102,865$13.5M4.7%+305+0.3%AddedHistory
MAMastercard IncStock32,350$12.8M4.4%+70.0%AddedHistory
JNJJohnson & JohnsonStock80,852$12.6M4.4%−447−0.5%ReducedHistory
MSFTMicrosoft CorpStock38,678$12.2M4.2%−279−0.7%ReducedHistory
ADIAnalog Devices IncStock59,326$10.4M3.6%+195+0.3%AddedHistory
FISVFiserv IncStock89,519$10.1M3.5%+355+0.4%AddedHistory
PGProcter & Gamble CoStock66,047$9.63M3.3%+80.0%AddedHistory
AMDAdvanced Micro Devices IncStock92,138$9.47M3.3%−1,463−1.6%ReducedHistory
CNICanadian National Railway CoStock85,421$9.25M3.2%+180+0.2%AddedHistory
ABTAbbott LaboratoriesStock93,007$9.01M3.1%+1,325+1.4%AddedHistory
ROKRockwell Automation, IncStock30,546$8.73M3.0%−387−1.3%ReducedHistory
HDHome Depot, Inc.Stock28,789$8.70M3.0%+400+1.4%AddedHistory
DHRDanaher CorpStock35,040$8.69M3.0%+605+1.8%AddedHistory
ATRAptargroup, Inc.Stock67,528$8.44M2.9%+350+0.5%AddedHistory
Nestle SA ADR641069406COM74,496$8.43M2.9%+1,235+1.7%Added–
AMZNAmazon Com IncStock63,165$8.03M2.8%+3,820+6.4%AddedHistory
TJXTJX Companies IncStock78,978$7.02M2.4%+180+0.2%AddedHistory
UNHUnitedHealth Group IncStock13,771$6.94M2.4%+1,251+10.0%AddedHistory
RTXRTX CorpStock90,254$6.50M2.3%+585+0.7%AddedHistory
NVDANVIDIA CorpStock12,230$5.32M1.8%−67−0.5%ReducedHistory
CVXChevron CorpStock30,892$5.21M1.8%+3,046+10.9%AddedHistory
PEPPepsiCo IncStock29,965$5.08M1.8%−353−1.2%ReducedHistory
XYLXylem Inc.COM50,366$4.58M1.6%+1,005+2.0%AddedHistory
NKENIKE, Inc.Stock36,552$3.50M1.2%+1,850+5.3%AddedHistory
XOMExxonMobil Holdings CorpCOM27,942$3.29M1.1%−620−2.2%ReducedHistory
NVSNovartis AGADR27,865$2.84M1.0%−220−0.8%ReducedHistory
CVSCVS Health CorpStock37,322$2.61M0.9%−10,477−21.9%ReducedHistory
DEDeere & CoStock6,770$2.55M0.9%−7−0.1%ReducedHistory
ABBVAbbVie Inc.Stock14,497$2.16M0.7%−470−3.1%ReducedHistory
MDTMedtronic plcStock24,060$1.89M0.7%+5,050+26.6%AddedHistory
JPMJPMorgan Chase & CoStock11,467$1.66M0.6%−100−0.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,702$1.65M0.6%−83−1.7%ReducedHistory
WMTWalmart Inc.Stock9,850$1.58M0.5%−125−1.3%ReducedHistory
BDXBecton Dickinson & CoStock5,947$1.54M0.5%+475+8.7%AddedHistory
ILMNIllumina, Inc.COM10,504$1.44M0.5%−125−1.2%ReducedHistory
BABoeing CoStock6,655$1.28M0.4%−100−1.5%ReducedHistory
Schneider Electric SE80687P106COM38,165$1.26M0.4%+38,165New–
INTCIntel CorpStock30,140$1.07M0.4%−700−2.3%ReducedHistory
APTVAptiv PLCSHS10,525$1.04M0.4%+3,490+49.6%AddedHistory
UNPUnion Pacific CorpStock5,065$1.03M0.4%−280−5.2%ReducedHistory
MRKMerck & Co., Inc.Stock9,204$947.6K0.3%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock12,960$897.9K0.3%+500+4.0%AddedHistory
BACBank of America CorpStock30,615$838.2K0.3%−60−0.2%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,770$756.6K0.3%−10−0.6%ReducedHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$742.1K0.3%00.0%Unchanged–
KOCoca Cola CoStock12,330$690.2K0.2%−620−4.8%ReducedHistory
MMM3M CoStock7,200$674.1K0.2%−150−2.0%ReducedHistory
DISWalt Disney CoStock7,675$622.1K0.2%−6,975−47.6%ReducedHistory
PYPLPayPal Holdings, Inc.Stock10,246$599.0K0.2%−14,459−58.5%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock3,050$546.1K0.2%00.0%UnchangedHistory
SYKStryker CorpStock1,863$509.1K0.2%−25−1.3%ReducedHistory
GISGeneral Mills IncStock7,715$493.7K0.2%−85−1.1%ReducedHistory
FASTFastenal CoStock8,930$487.9K0.2%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock3,600$474.7K0.2%00.0%UnchangedHistory
BCEBce IncCOM NEW11,200$427.5K0.1%00.0%UnchangedHistory
DDominion Energy, IncStock9,439$421.6K0.1%00.0%UnchangedHistory
Novozymes A S DKK 2.0B798FW902COM10,100$406.6K0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF900$386.5K0.1%−100−10.0%Reduced–
GILDGilead Sciences, Inc.Stock5,140$385.2K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock5,481$318.1K0.1%00.0%UnchangedHistory
AONAon plcCL A975$316.1K0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock2,839$313.9K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,100$311.7K0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR3,180$289.2K0.1%−120−3.6%ReducedConverted for a 2-for-1 splitHistory
STTState Street CorpCOM3,825$256.1K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,097$252.3K0.1%−35−3.1%ReducedHistory
PAYXPaychex IncStock2,175$250.8K0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock4,250$234.6K0.1%00.0%UnchangedHistory
CBChubb LtdStock1,096$228.2K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock6,906$223.8K0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock670$216.8K0.1%00.0%UnchangedHistory
HONHoneywell International IncCOM1,150$212.4K0.1%−12,739−91.7%ReducedHistory
AMGNAmgen IncStock765$205.6K0.1%+765NewHistory

Sold out since Q2 2023 (3)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
ULUnilever PLCSPON ADR NEW5,840$304.4K0.1%History
TFXTeleflex IncCOM850$205.7K0.1%History
LMTLockheed Martin CorpStock443$203.9K0.1%History