Skip to main content

Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
70
−3 vs. Q3 2024
Portfolio value
$332.3M
−$6.24M (−1.8%) vs. Q3 2024
Filed
Feb 13, 2025
SEC
Holdings of Kidder Stephen W in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock139,441$34.9M10.5%−533−0.4%ReducedHistory
GOOGLAlphabet Inc.Stock91,507$17.3M5.2%−676−0.7%ReducedHistory
ADPAutomatic Data Processing IncStock55,082$16.1M4.9%−1,124−2.0%ReducedHistory
FISVFiserv IncStock74,593$15.3M4.6%−3,474−4.5%ReducedHistory
MAMastercard IncStock28,564$15.0M4.5%−281−1.0%ReducedHistory
MSFTMicrosoft CorpStock35,270$14.9M4.5%+101+0.3%AddedHistory
AMZNAmazon Com IncStock63,579$13.9M4.2%+218+0.3%AddedHistory
NVDANVIDIA CorpStock100,063$13.4M4.0%−4,647−4.4%ReducedHistory
HDHome Depot, Inc.Stock27,383$10.7M3.2%−80−0.3%ReducedHistory
ADIAnalog Devices IncStock49,836$10.6M3.2%−510−1.0%ReducedHistory
ABTAbbott LaboratoriesStock92,696$10.5M3.2%+241+0.3%AddedHistory
JNJJohnson & JohnsonStock71,223$10.3M3.1%−2,152−2.9%ReducedHistory
PGProcter & Gamble CoStock60,348$10.1M3.0%−90−0.1%ReducedHistory
ATRAptargroup, Inc.Stock64,037$10.1M3.0%−593−0.9%ReducedHistory
RTXRTX CorpStock83,740$9.69M2.9%−1,139−1.3%ReducedHistory
TJXTJX Companies IncStock75,522$9.12M2.7%+274+0.4%AddedHistory
ROKRockwell Automation, IncStock29,585$8.46M2.5%+90+0.3%AddedHistory
DHRDanaher CorpStock36,269$8.33M2.5%+158+0.4%AddedHistory
AMDAdvanced Micro Devices IncStock65,223$7.88M2.4%−1,995−3.0%ReducedHistory
UNHUnitedHealth Group IncStock14,721$7.45M2.2%−50.0%ReducedHistory
CNICanadian National Railway CoStock68,871$6.99M2.1%−4,555−6.2%ReducedHistory
Schneider Electric SE80687P106COM134,573$6.68M2.0%+11,455+9.3%Added–
CARRCarrier Global CorpStock84,190$5.75M1.7%+12,645+17.7%AddedHistory
XYLXylem Inc.COM49,230$5.71M1.7%−108−0.2%ReducedHistory
CVXChevron CorpStock33,776$4.89M1.5%−920−2.7%ReducedHistory
VRTXVertex Pharmaceuticals IncStock10,248$4.13M1.2%+2,544+33.0%AddedHistory
BALLBALL CorpCOM68,590$3.78M1.1%+2,645+4.0%AddedHistory
MKCMcCormick & Co IncStock46,685$3.56M1.1%+13,470+40.6%AddedHistory
Nestle SA ADR641069406COM43,261$3.53M1.1%−20,276−31.9%Reduced–
PEPPepsiCo IncStock19,793$3.01M0.9%−3,825−16.2%ReducedHistory
DEDeere & CoStock6,710$2.84M0.9%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock10,540$2.53M0.8%+133+1.3%AddedHistory
XOMExxonMobil Holdings CorpCOM21,782$2.34M0.7%−50−0.2%ReducedHistory
ABBVAbbVie Inc.Stock13,016$2.31M0.7%−80−0.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,192$1.90M0.6%00.0%UnchangedHistory
BACBank of America CorpStock30,390$1.34M0.4%−25−0.1%ReducedHistory
CRMSalesforce, Inc.Stock3,928$1.31M0.4%+3,928NewHistory
WMTWalmart Inc.Stock13,640$1.23M0.4%−600−4.2%ReducedHistory
BABoeing CoStock5,825$1.03M0.3%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,630$955.3K0.3%+80+5.2%AddedHistory
UNPUnion Pacific CorpStock4,115$938.4K0.3%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock8,754$870.8K0.3%00.0%UnchangedHistory
MMM3M CoStock5,900$761.6K0.2%00.0%UnchangedHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$710.2K0.2%00.0%Unchanged–
GOOGAlphabet Inc.Stock3,608$687.1K0.2%+58+1.6%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock2,950$667.0K0.2%00.0%UnchangedHistory
SYKStryker CorpStock1,845$664.3K0.2%+66+3.7%AddedHistory
KOCoca Cola CoStock8,480$528.0K0.2%−250−2.9%ReducedHistory
BDXBecton Dickinson & CoStock2,266$514.1K0.2%−760−25.1%ReducedHistory
iShares Core S&P 500 ETF464287200ETF750$441.5K0.1%−50−6.3%Reduced–
DDominion Energy, IncStock8,157$439.3K0.1%00.0%UnchangedHistory
INTCIntel CorpStock20,740$415.8K0.1%−650−3.0%ReducedHistory
GSGoldman Sachs Group IncStock670$383.7K0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock5,560$354.6K0.1%−40−0.7%ReducedHistory
VVisa Inc.Stock1,067$337.2K0.1%+51+5.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,100$319.0K0.1%00.0%UnchangedHistory
PAYXPaychex IncStock2,175$305.0K0.1%00.0%UnchangedHistory
STTState Street CorpCOM2,900$284.6K0.1%−50−1.7%ReducedHistory
VZVerizon Communications IncStock6,682$267.2K0.1%+282+4.4%AddedHistory
BMYBristol Myers Squibb CoStock4,600$260.2K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock269$246.5K0.1%+28+11.6%AddedHistory
FISFidelity National Information Services, Inc.Stock2,900$234.2K0.1%00.0%UnchangedHistory
CBChubb LtdStock830$229.3K0.1%−20−2.4%ReducedHistory
AONAon plcCL A625$224.5K0.1%00.0%UnchangedHistory
Novozymes A S DKK 2.0B798FW902COM3,925$221.6K0.1%−100−2.5%Reduced–
GEGeneral Electric CoStock1,315$219.3K0.1%−70−5.1%ReducedHistory
NVONovo Nordisk A SADR2,540$218.5K0.1%−100−3.8%ReducedHistory
Vanguard Index FDS922908710COM400$217.1K0.1%00.0%Unchanged–
NEENextera Energy IncStock2,875$206.1K0.1%+315+12.3%AddedHistory
RMDResmed IncCOM888$203.1K0.1%+888NewHistory

Sold out since Q3 2024 (5)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
MDTMedtronic plcStock5,910$532.1K0.2%History
APTVAptiv PLCSHS4,160$299.6K0.1%History
LMTLockheed Martin CorpStock400$233.8K0.1%History
FASTFastenal CoStock3,230$230.7K0.1%History
TFXTeleflex IncCOM850$210.2K0.1%History