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Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
74
+4 vs. Q1 2025
Portfolio value
$332.6M
+$11.8M (+3.7%) vs. Q1 2025
Filed
Jul 23, 2025
SEC
Holdings of Kidder Stephen W in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock139,065$28.5M8.6%+751+0.5%AddedHistory
MSFTMicrosoft CorpStock34,534$17.2M5.2%−466−1.3%ReducedHistory
ADPAutomatic Data Processing IncStock51,719$16.0M4.8%−2,243−4.2%ReducedHistory
GOOGLAlphabet Inc.Stock88,691$15.6M4.7%−924−1.0%ReducedHistory
NVDANVIDIA CorpStock94,070$14.9M4.5%−2,260−2.3%ReducedHistory
MAMastercard IncStock25,592$14.4M4.3%−1,856−6.8%ReducedHistory
AMZNAmazon Com IncStock63,149$13.9M4.2%+296+0.5%AddedHistory
ABTAbbott LaboratoriesStock90,892$12.4M3.7%−1,780−1.9%ReducedHistory
FISVFiserv IncStock71,154$12.3M3.7%−298−0.4%ReducedHistory
ADIAnalog Devices IncStock48,902$11.6M3.5%−554−1.1%ReducedHistory
RTXRTX CorpStock77,974$11.4M3.4%−3,829−4.7%ReducedHistory
JNJJohnson & JohnsonStock68,180$10.4M3.1%−2,263−3.2%ReducedHistory
HDHome Depot, Inc.Stock27,590$10.1M3.0%+364+1.3%AddedHistory
ATRAptargroup, Inc.Stock63,099$9.87M3.0%−549−0.9%ReducedHistory
PGProcter & Gamble CoStock59,376$9.46M2.8%−785−1.3%ReducedHistory
AMDAdvanced Micro Devices IncStock65,943$9.36M2.8%−325−0.5%ReducedHistory
TJXTJX Companies IncStock72,787$8.99M2.7%−2,457−3.3%ReducedHistory
ROKRockwell Automation, IncStock25,196$8.37M2.5%−4,175−14.2%ReducedHistory
Schneider Electric SE80687P106COM139,789$7.46M2.2%+755+0.5%Added–
DHRDanaher CorpStock36,471$7.20M2.2%−112−0.3%ReducedHistory
CARRCarrier Global CorpStock91,797$6.72M2.0%+258+0.3%AddedHistory
XYLXylem Inc.COM48,915$6.33M1.9%−157−0.3%ReducedHistory
CNICanadian National Railway CoStock56,459$5.87M1.8%−4,654−7.6%ReducedHistory
VRTXVertex Pharmaceuticals IncStock12,130$5.40M1.6%+164+1.4%AddedHistory
CVXChevron CorpStock33,897$4.85M1.5%+230+0.7%AddedHistory
UNHUnitedHealth Group IncStock14,969$4.67M1.4%+221+1.5%AddedHistory
MKCMcCormick & Co IncStock54,150$4.11M1.2%−420−0.8%ReducedHistory
DEDeere & CoStock6,565$3.34M1.0%−140−2.1%ReducedHistory
JPMJPMorgan Chase & CoStock10,253$2.97M0.9%−287−2.7%ReducedHistory
LLYEli Lilly & CoStock3,130$2.44M0.7%+1,505+92.6%AddedHistory
CRMSalesforce, Inc.Stock8,876$2.42M0.7%+1,234+16.1%AddedHistory
ABBVAbbVie Inc.Stock12,656$2.35M0.7%−185−1.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM21,382$2.30M0.7%−400−1.8%ReducedHistory
NVONovo Nordisk A SADR29,305$2.02M0.6%+12,130+70.6%AddedHistory
UBERUber Technologies, IncStock21,370$1.99M0.6%+10,990+105.9%AddedHistory
BRK.BBerkshire Hathaway IncStock3,916$1.90M0.6%−226−5.5%ReducedHistory
PEPPepsiCo IncStock13,628$1.80M0.5%−1,970−12.6%ReducedHistory
BACBank of America CorpStock30,315$1.43M0.4%−75−0.2%ReducedHistory
WMTWalmart Inc.Stock13,015$1.27M0.4%−300−2.3%ReducedHistory
Nestle SA ADR641069406COM12,605$1.25M0.4%−9,303−42.5%Reduced–
BABoeing CoStock5,825$1.22M0.4%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock11,025$1.01M0.3%+11,025NewHistory
AXPAmerican Express CoStock3,075$980.9K0.3%+3,075NewHistory
UNPUnion Pacific CorpStock4,104$944.2K0.3%−11−0.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,525$942.2K0.3%−25−1.6%ReducedHistory
MMM3M CoStock6,112$930.5K0.3%+212+3.6%AddedHistory
AMATApplied Materials IncStock4,050$741.4K0.2%+4,050NewHistory
SYKStryker CorpStock1,861$736.3K0.2%+16+0.9%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock2,950$716.9K0.2%00.0%UnchangedHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$710.2K0.2%00.0%Unchanged–
MRKMerck & Co., Inc.Stock8,779$694.9K0.2%+25+0.3%AddedHistory
GSGoldman Sachs Group IncStock920$651.1K0.2%−50−5.2%ReducedHistory
GOOGAlphabet Inc.Stock3,458$613.4K0.2%+58+1.7%AddedHistory
KOCoca Cola CoStock8,300$587.2K0.2%−50−0.6%ReducedHistory
COSTCostco Wholesale CorpStock547$541.5K0.2%+3+0.6%AddedHistory
INTCIntel CorpStock21,050$471.5K0.1%+1,310+6.6%AddedHistory
DDominion Energy, IncStock8,157$461.0K0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF700$434.6K0.1%−50−6.7%Reduced–
VVisa Inc.Stock1,093$388.1K0.1%+51+4.9%AddedHistory
GEGeneral Electric CoStock1,315$338.5K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,100$310.3K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock6,964$301.3K0.1%+282+4.2%AddedHistory
STTState Street CorpCOM2,825$300.4K0.1%−75−2.6%ReducedHistory
PAYXPaychex IncStock2,040$296.7K0.1%−135−6.2%ReducedHistory
GEVGE Vernova Inc.Stock551$291.6K0.1%+551NewHistory
Novozymes A S DKK 2.0B798FW902COM4,025$288.1K0.1%+500+14.2%Added–
BALLBALL CorpCOM5,035$282.4K0.1%−10,245−67.0%ReducedHistory
CBChubb LtdStock890$257.9K0.1%+60+7.2%AddedHistory
NEENextera Energy IncStock3,625$251.6K0.1%+750+26.1%AddedHistory
EMREmerson Electric CoStock1,850$246.7K0.1%+1,850NewHistory
RMDResmed IncCOM948$244.6K0.1%+948NewHistory
Vanguard Index FDS922908710COM400$229.0K0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock4,750$219.9K0.1%+150+3.3%AddedHistory
FISFidelity National Information Services, Inc.Stock2,700$219.8K0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (2)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
GISGeneral Mills IncStock4,260$254.7K0.1%History
AONAon plcCL A625$249.4K0.1%History