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Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
73
−1 vs. Q2 2025
Portfolio value
$348.9M
+$16.3M (+4.9%) vs. Q2 2025
Filed
Nov 10, 2025
SEC
Holdings of Kidder Stephen W in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock138,663$35.3M10.1%−402−0.3%ReducedHistory
GOOGLAlphabet Inc.Stock87,067$21.2M6.1%−1,624−1.8%ReducedHistory
MSFTMicrosoft CorpStock34,081$17.7M5.1%−453−1.3%ReducedHistory
NVDANVIDIA CorpStock89,155$16.6M4.8%−4,915−5.2%ReducedHistory
ADPAutomatic Data Processing IncStock50,620$14.9M4.3%−1,099−2.1%ReducedHistory
MAMastercard IncStock25,400$14.4M4.1%−192−0.8%ReducedHistory
AMZNAmazon Com IncStock62,644$13.8M3.9%−505−0.8%ReducedHistory
JNJJohnson & JohnsonStock67,210$12.5M3.6%−970−1.4%ReducedHistory
RTXRTX CorpStock72,864$12.2M3.5%−5,110−6.6%ReducedHistory
ABTAbbott LaboratoriesStock90,197$12.1M3.5%−695−0.8%ReducedHistory
ADIAnalog Devices IncStock48,569$11.9M3.4%−333−0.7%ReducedHistory
HDHome Depot, Inc.Stock27,617$11.2M3.2%+27+0.1%AddedHistory
TJXTJX Companies IncStock72,490$10.5M3.0%−297−0.4%ReducedHistory
AMDAdvanced Micro Devices IncStock62,125$10.1M2.9%−3,818−5.8%ReducedHistory
PGProcter & Gamble CoStock59,922$9.21M2.6%+546+0.9%AddedHistory
FISVFiserv IncStock71,025$9.16M2.6%−129−0.2%ReducedHistory
ATRAptargroup, Inc.Stock62,693$8.38M2.4%−406−0.6%ReducedHistory
ROKRockwell Automation, IncStock23,581$8.24M2.4%−1,615−6.4%ReducedHistory
Schneider Electric SE80687P106COM140,781$7.89M2.3%+992+0.7%Added–
XYLXylem Inc.COM48,665$7.18M2.1%−250−0.5%ReducedHistory
DHRDanaher CorpStock36,029$7.14M2.0%−442−1.2%ReducedHistory
CARRCarrier Global CorpStock91,142$5.44M1.6%−655−0.7%ReducedHistory
CVXChevron CorpStock34,005$5.28M1.5%+108+0.3%AddedHistory
VRTXVertex Pharmaceuticals IncStock12,298$4.82M1.4%+168+1.4%AddedHistory
UNHUnitedHealth Group IncStock13,941$4.81M1.4%−1,028−6.9%ReducedHistory
CNICanadian National Railway CoStock48,880$4.61M1.3%−7,579−13.4%ReducedHistory
UBERUber Technologies, IncStock32,665$3.20M0.9%+11,295+52.9%AddedHistory
JPMJPMorgan Chase & CoStock10,003$3.16M0.9%−250−2.4%ReducedHistory
LLYEli Lilly & CoStock4,088$3.12M0.9%+958+30.6%AddedHistory
MKCMcCormick & Co IncStock46,120$3.09M0.9%−8,030−14.8%ReducedHistory
DEDeere & CoStock6,555$3.00M0.9%−10−0.2%ReducedHistory
ABBVAbbVie Inc.Stock12,541$2.90M0.8%−115−0.9%ReducedHistory
AMATApplied Materials IncStock12,007$2.46M0.7%+7,957+196.5%AddedHistory
XOMExxonMobil Holdings CorpCOM21,382$2.41M0.7%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock9,598$2.27M0.7%+722+8.1%AddedHistory
AXPAmerican Express CoStock6,616$2.20M0.6%+3,541+115.2%AddedHistory
BRK.BBerkshire Hathaway IncStock3,841$1.93M0.6%−75−1.9%ReducedHistory
SCHWSchwab Charles CorpStock18,795$1.79M0.5%+7,770+70.5%AddedHistory
BACBank of America CorpStock30,265$1.56M0.4%−50−0.2%ReducedHistory
PEPPepsiCo IncStock10,378$1.46M0.4%−3,250−23.8%ReducedHistory
WMTWalmart Inc.Stock12,265$1.26M0.4%−750−5.8%ReducedHistory
BABoeing CoStock5,600$1.21M0.3%−225−3.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,525$1.02M0.3%00.0%UnchangedHistory
UNPUnion Pacific CorpStock3,920$926.6K0.3%−184−4.5%ReducedHistory
MMM3M CoStock5,862$909.7K0.3%−250−4.1%ReducedHistory
MRKMerck & Co., Inc.Stock10,254$860.6K0.2%+1,475+16.8%AddedHistory
GOOGAlphabet Inc.Stock3,258$793.5K0.2%−200−5.8%ReducedHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$731.0K0.2%00.0%Unchanged–
INTCIntel CorpStock21,450$719.6K0.2%+400+1.9%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock2,950$702.6K0.2%00.0%UnchangedHistory
SYKStryker CorpStock1,861$688.0K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock845$672.9K0.2%−75−8.2%ReducedHistory
Nestle SA ADR641069406COM7,070$648.8K0.2%−5,535−43.9%Reduced–
KOCoca Cola CoStock9,050$600.2K0.2%+750+9.0%AddedHistory
NVONovo Nordisk A SADR10,545$585.1K0.2%−18,760−64.0%ReducedHistory
DDominion Energy, IncStock8,157$499.0K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock497$460.0K0.1%−50−9.1%ReducedHistory
iShares Core S&P 500 ETF464287200ETF650$435.0K0.1%−50−7.1%Reduced–
GEGeneral Electric CoStock1,315$395.6K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,055$360.2K0.1%−38−3.5%ReducedHistory
VZVerizon Communications IncStock7,982$350.8K0.1%+1,018+14.6%AddedHistory
GEVGE Vernova Inc.Stock551$338.8K0.1%00.0%UnchangedHistory
STTState Street CorpCOM2,825$327.7K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,100$300.0K0.1%00.0%UnchangedHistory
NEENextera Energy IncStock3,625$273.7K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock3,880$265.5K0.1%+3,880NewHistory
PAYXPaychex IncStock2,040$258.6K0.1%00.0%UnchangedHistory
RMDResmed IncCOM932$255.1K0.1%−16−1.7%ReducedHistory
Novozymes A S DKK 2.0B798FW902COM3,825$233.4K0.1%−200−5.0%Reduced–
Vanguard Index FDS922908710COM375$231.5K0.1%−25−6.3%Reduced–
BNYBank of New York Mellon CorpStock2,000$217.9K0.1%+2,000NewHistory
EMREmerson Electric CoStock1,600$209.9K0.1%−250−13.5%ReducedHistory
PTCPTC Inc.Stock1,000$203.0K0.1%+1,000NewHistory

Sold out since Q2 2025 (4)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
BALLBALL CorpCOM5,035$282.4K0.1%History
CBChubb LtdStock890$257.9K0.1%History
BMYBristol Myers Squibb CoStock4,750$219.9K0.1%History
FISFidelity National Information Services, Inc.Stock2,700$219.8K0.1%History