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Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
70
0 vs. Q4 2024
Portfolio value
$320.8M
−$11.5M (−3.5%) vs. Q4 2024
Filed
May 6, 2025
SEC
Holdings of Kidder Stephen W in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock138,314$30.7M9.6%−1,127−0.8%ReducedHistory
ADPAutomatic Data Processing IncStock53,962$16.5M5.1%−1,120−2.0%ReducedHistory
FISVFiserv IncStock71,452$15.8M4.9%−3,141−4.2%ReducedHistory
MAMastercard IncStock27,448$15.0M4.7%−1,116−3.9%ReducedHistory
GOOGLAlphabet Inc.Stock89,615$13.9M4.3%−1,892−2.1%ReducedHistory
MSFTMicrosoft CorpStock35,000$13.1M4.1%−270−0.8%ReducedHistory
ABTAbbott LaboratoriesStock92,672$12.3M3.8%−240.0%ReducedHistory
AMZNAmazon Com IncStock62,853$12.0M3.7%−726−1.1%ReducedHistory
JNJJohnson & JohnsonStock70,443$11.7M3.6%−780−1.1%ReducedHistory
RTXRTX CorpStock81,803$10.8M3.4%−1,937−2.3%ReducedHistory
NVDANVIDIA CorpStock96,330$10.4M3.3%−3,733−3.7%ReducedHistory
PGProcter & Gamble CoStock60,161$10.3M3.2%−187−0.3%ReducedHistory
HDHome Depot, Inc.Stock27,226$9.98M3.1%−157−0.6%ReducedHistory
ADIAnalog Devices IncStock49,456$9.97M3.1%−380−0.8%ReducedHistory
ATRAptargroup, Inc.Stock63,648$9.44M2.9%−389−0.6%ReducedHistory
TJXTJX Companies IncStock75,244$9.16M2.9%−278−0.4%ReducedHistory
UNHUnitedHealth Group IncStock14,748$7.72M2.4%+27+0.2%AddedHistory
ROKRockwell Automation, IncStock29,371$7.59M2.4%−214−0.7%ReducedHistory
DHRDanaher CorpStock36,583$7.50M2.3%+314+0.9%AddedHistory
AMDAdvanced Micro Devices IncStock66,268$6.81M2.1%+1,045+1.6%AddedHistory
Schneider Electric SE80687P106COM139,034$6.38M2.0%+4,461+3.3%Added–
CNICanadian National Railway CoStock61,113$5.96M1.9%−7,758−11.3%ReducedHistory
XYLXylem Inc.COM49,072$5.86M1.8%−158−0.3%ReducedHistory
CARRCarrier Global CorpStock91,539$5.80M1.8%+7,349+8.7%AddedHistory
VRTXVertex Pharmaceuticals IncStock11,966$5.80M1.8%+1,718+16.8%AddedHistory
CVXChevron CorpStock33,667$5.63M1.8%−109−0.3%ReducedHistory
MKCMcCormick & Co IncStock54,570$4.49M1.4%+7,885+16.9%AddedHistory
DEDeere & CoStock6,705$3.15M1.0%−5−0.1%ReducedHistory
ABBVAbbVie Inc.Stock12,841$2.69M0.8%−175−1.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM21,782$2.59M0.8%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock10,540$2.59M0.8%00.0%UnchangedHistory
PEPPepsiCo IncStock15,598$2.34M0.7%−4,195−21.2%ReducedHistory
Nestle SA ADR641069406COM21,908$2.22M0.7%−21,353−49.4%Reduced–
BRK.BBerkshire Hathaway IncStock4,142$2.21M0.7%−50−1.2%ReducedHistory
CRMSalesforce, Inc.Stock7,642$2.05M0.6%+3,714+94.6%AddedHistory
LLYEli Lilly & CoStock1,625$1.34M0.4%+1,625NewHistory
BACBank of America CorpStock30,390$1.27M0.4%00.0%UnchangedHistory
NVONovo Nordisk A SADR17,175$1.19M0.4%+14,635+576.2%AddedHistory
WMTWalmart Inc.Stock13,315$1.17M0.4%−325−2.4%ReducedHistory
BABoeing CoStock5,825$993.5K0.3%00.0%UnchangedHistory
UNPUnion Pacific CorpStock4,115$972.1K0.3%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,550$867.1K0.3%−80−4.9%ReducedHistory
MMM3M CoStock5,900$866.5K0.3%00.0%UnchangedHistory
BALLBALL CorpCOM15,280$795.6K0.2%−53,310−77.7%ReducedHistory
MRKMerck & Co., Inc.Stock8,754$785.8K0.2%00.0%UnchangedHistory
UBERUber Technologies, IncStock10,380$756.3K0.2%+10,380NewHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$731.0K0.2%00.0%Unchanged–
BRBroadridge Financial Solutions, Inc.Stock2,950$715.3K0.2%00.0%UnchangedHistory
SYKStryker CorpStock1,845$686.8K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock8,350$598.0K0.2%−130−1.5%ReducedHistory
GOOGAlphabet Inc.Stock3,400$531.2K0.2%−208−5.8%ReducedHistory
GSGoldman Sachs Group IncStock970$529.9K0.2%+300+44.8%AddedHistory
COSTCostco Wholesale CorpStock544$514.5K0.2%+275+102.2%AddedHistory
DDominion Energy, IncStock8,157$457.4K0.1%00.0%UnchangedHistory
INTCIntel CorpStock19,740$448.3K0.1%−1,000−4.8%ReducedHistory
iShares Core S&P 500 ETF464287200ETF750$421.4K0.1%00.0%Unchanged–
VVisa Inc.Stock1,042$365.2K0.1%−25−2.3%ReducedHistory
PAYXPaychex IncStock2,175$335.6K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,100$324.4K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock6,682$303.1K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock4,600$280.6K0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock1,315$263.2K0.1%00.0%UnchangedHistory
STTState Street CorpCOM2,900$259.6K0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock4,260$254.7K0.1%−1,300−23.4%ReducedHistory
CBChubb LtdStock830$250.7K0.1%00.0%UnchangedHistory
AONAon plcCL A625$249.4K0.1%00.0%UnchangedHistory
Vanguard Index FDS922908710COM400$207.1K0.1%00.0%Unchanged–
Novozymes A S DKK 2.0B798FW902COM3,525$204.4K0.1%−400−10.2%Reduced–
NEENextera Energy IncStock2,875$203.8K0.1%00.0%UnchangedHistory
FISFidelity National Information Services, Inc.Stock2,700$201.6K0.1%−200−6.9%ReducedHistory

Sold out since Q4 2024 (2)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
BDXBecton Dickinson & CoStock2,266$514.1K0.2%History
RMDResmed IncCOM888$203.1K0.1%History