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Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
73
−2 vs. Q3 2023
Portfolio value
$310.3M
+$22.0M (+7.6%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Kidder Stephen W in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock145,732$28.1M9.0%−1,735−1.2%ReducedHistory
ADPAutomatic Data Processing IncStock61,664$14.4M4.6%−1,023−1.6%ReducedHistory
MSFTMicrosoft CorpStock37,924$14.3M4.6%−754−1.9%ReducedHistory
GOOGLAlphabet Inc.Stock102,005$14.2M4.6%−860−0.8%ReducedHistory
MAMastercard IncStock31,862$13.6M4.4%−488−1.5%ReducedHistory
AMDAdvanced Micro Devices IncStock89,684$13.2M4.3%−2,454−2.7%ReducedHistory
JNJJohnson & JohnsonStock81,191$12.7M4.1%+339+0.4%AddedHistory
FISVFiserv IncStock89,039$11.8M3.8%−480−0.5%ReducedHistory
ADIAnalog Devices IncStock59,086$11.7M3.8%−240−0.4%ReducedHistory
CNICanadian National Railway CoStock84,711$10.6M3.4%−710−0.8%ReducedHistory
ABTAbbott LaboratoriesStock95,079$10.5M3.4%+2,072+2.2%AddedHistory
HDHome Depot, Inc.Stock28,737$9.96M3.2%−52−0.2%ReducedHistory
AMZNAmazon Com IncStock64,325$9.77M3.2%+1,160+1.8%AddedHistory
PGProcter & Gamble CoStock65,529$9.60M3.1%−518−0.8%ReducedHistory
ROKRockwell Automation, IncStock30,568$9.49M3.1%+22+0.1%AddedHistory
Nestle SA ADR641069406COM75,249$8.72M2.8%+753+1.0%Added–
DHRDanaher CorpStock36,927$8.54M2.8%+1,887+5.4%AddedHistory
ATRAptargroup, Inc.Stock67,418$8.33M2.7%−110−0.2%ReducedHistory
RTXRTX CorpStock90,446$7.61M2.5%+192+0.2%AddedHistory
UNHUnitedHealth Group IncStock14,248$7.50M2.4%+477+3.5%AddedHistory
TJXTJX Companies IncStock78,613$7.37M2.4%−365−0.5%ReducedHistory
NVDANVIDIA CorpStock12,193$6.04M1.9%−37−0.3%ReducedHistory
XYLXylem Inc.COM52,680$6.02M1.9%+2,314+4.6%AddedHistory
CVXChevron CorpStock33,807$5.04M1.6%+2,915+9.4%AddedHistory
PEPPepsiCo IncStock28,920$4.91M1.6%−1,045−3.5%ReducedHistory
NKENIKE, Inc.Stock36,717$3.99M1.3%+165+0.5%AddedHistory
DEDeere & CoStock6,770$2.71M0.9%00.0%UnchangedHistory
Schneider Electric SE80687P106COM67,265$2.70M0.9%+29,100+76.2%Added–
XOMExxonMobil Holdings CorpCOM26,932$2.69M0.9%−1,010−3.6%ReducedHistory
ABBVAbbVie Inc.Stock14,126$2.19M0.7%−371−2.6%ReducedHistory
NVSNovartis AGADR20,256$2.05M0.7%−7,609−27.3%ReducedHistory
CVSCVS Health CorpStock24,684$1.95M0.6%−12,638−33.9%ReducedHistory
JPMJPMorgan Chase & CoStock11,292$1.92M0.6%−175−1.5%ReducedHistory
MDTMedtronic plcStock21,755$1.79M0.6%−2,305−9.6%ReducedHistory
BABoeing CoStock6,655$1.73M0.6%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock4,462$1.59M0.5%−240−5.1%ReducedHistory
WMTWalmart Inc.Stock9,560$1.51M0.5%−290−2.9%ReducedHistory
INTCIntel CorpStock29,780$1.50M0.5%−360−1.2%ReducedHistory
BDXBecton Dickinson & CoStock6,057$1.48M0.5%+110+1.8%AddedHistory
UNPUnion Pacific CorpStock5,020$1.23M0.4%−45−0.9%ReducedHistory
BACBank of America CorpStock30,565$1.03M0.3%−50−0.2%ReducedHistory
MRKMerck & Co., Inc.Stock9,144$996.9K0.3%−60−0.7%ReducedHistory
APTVAptiv PLCSHS10,650$955.5K0.3%+125+1.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,750$831.8K0.3%−20−1.1%ReducedHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$764.3K0.2%00.0%Unchanged–
MMM3M CoStock6,550$716.0K0.2%−650−9.0%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock3,050$627.5K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock10,380$611.7K0.2%−1,950−15.8%ReducedHistory
FASTFastenal CoStock8,930$578.4K0.2%00.0%UnchangedHistory
Novozymes A S DKK 2.0B798FW902COM9,950$545.4K0.2%−150−1.5%Reduced–
SYKStryker CorpStock1,820$545.0K0.2%−43−2.3%ReducedHistory
EWEdwards Lifesciences CorpStock6,900$526.1K0.2%−6,060−46.8%ReducedHistory
GOOGAlphabet Inc.Stock3,600$507.4K0.2%00.0%UnchangedHistory
DDominion Energy, IncStock9,439$443.6K0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock5,140$416.4K0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF850$406.0K0.1%−50−5.6%Reduced–
GISGeneral Mills IncStock6,050$394.1K0.1%−1,665−21.6%ReducedHistory
GEGeneral Electric CoStock2,839$362.3K0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR3,070$317.6K0.1%−110−3.5%ReducedHistory
APDAir Products & Chemicals, Inc.Stock1,100$301.2K0.1%00.0%UnchangedHistory
BCEBce IncCOM NEW7,250$285.5K0.1%−3,950−35.3%ReducedHistory
STTState Street CorpCOM3,675$284.7K0.1%−150−3.9%ReducedHistory
AONAon plcCL A975$283.7K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,057$275.2K0.1%−40−3.6%ReducedHistory
BMYBristol Myers Squibb CoStock5,341$274.0K0.1%−140−2.6%ReducedHistory
VZVerizon Communications IncStock6,906$260.4K0.1%00.0%UnchangedHistory
PAYXPaychex IncStock2,175$259.1K0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock670$258.5K0.1%00.0%UnchangedHistory
CBChubb LtdStock1,096$247.7K0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock4,250$244.2K0.1%00.0%UnchangedHistory
TFXTeleflex IncCOM850$211.9K0.1%+850NewHistory
AMGNAmgen IncStock710$204.5K0.1%−55−7.2%ReducedHistory
LMTLockheed Martin CorpStock443$200.8K0.1%+443NewHistory

Sold out since Q3 2023 (4)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
ILMNIllumina, Inc.COM10,504$1.44M0.5%History
DISWalt Disney CoStock7,675$622.1K0.2%History
PYPLPayPal Holdings, Inc.Stock10,246$599.0K0.2%History
HONHoneywell International IncCOM1,150$212.4K0.1%History