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Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
73
0 vs. Q3 2025
Portfolio value
$354.7M
+$5.80M (+1.7%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Kidder Stephen W in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock138,035$37.5M10.6%−628−0.5%ReducedHistory
GOOGLAlphabet Inc.Stock81,987$25.7M7.2%−5,080−5.8%ReducedHistory
MSFTMicrosoft CorpStock34,105$16.5M4.7%+24+0.1%AddedHistory
NVDANVIDIA CorpStock86,162$16.1M4.5%−2,993−3.4%ReducedHistory
AMZNAmazon Com IncStock62,737$14.5M4.1%+93+0.1%AddedHistory
MAMastercard IncStock25,208$14.4M4.1%−192−0.8%ReducedHistory
JNJJohnson & JohnsonStock67,124$13.9M3.9%−86−0.1%ReducedHistory
ADIAnalog Devices IncStock48,244$13.1M3.7%−325−0.7%ReducedHistory
ADPAutomatic Data Processing IncStock50,513$13.0M3.7%−107−0.2%ReducedHistory
RTXRTX CorpStock70,489$12.9M3.6%−2,375−3.3%ReducedHistory
AMDAdvanced Micro Devices IncStock55,843$12.0M3.4%−6,282−10.1%ReducedHistory
ABTAbbott LaboratoriesStock90,002$11.3M3.2%−195−0.2%ReducedHistory
TJXTJX Companies IncStock72,295$11.1M3.1%−195−0.3%ReducedHistory
HDHome Depot, Inc.Stock27,622$9.50M2.7%+50.0%AddedHistory
ROKRockwell Automation, IncStock23,636$9.20M2.6%+55+0.2%AddedHistory
PGProcter & Gamble CoStock59,957$8.59M2.4%+35+0.1%AddedHistory
DHRDanaher CorpStock36,199$8.29M2.3%+170+0.5%AddedHistory
Schneider Electric SE80687P106COM140,951$7.74M2.2%+170+0.1%Added–
ATRAptargroup, Inc.Stock62,523$7.63M2.2%−170−0.3%ReducedHistory
XYLXylem Inc.COM48,730$6.64M1.9%+65+0.1%AddedHistory
LLYEli Lilly & CoStock5,729$6.16M1.7%+1,641+40.1%AddedHistory
VRTXVertex Pharmaceuticals IncStock12,459$5.65M1.6%+161+1.3%AddedHistory
CVXChevron CorpStock34,035$5.19M1.5%+30+0.1%AddedHistory
AMATApplied Materials IncStock20,075$5.16M1.5%+8,068+67.2%AddedHistory
UNHUnitedHealth Group IncStock15,470$5.11M1.4%+1,529+11.0%AddedHistory
CNICanadian National Railway CoStock46,295$4.58M1.3%−2,585−5.3%ReducedHistory
FISVFiserv IncStock66,632$4.48M1.3%−4,393−6.2%ReducedHistory
AXPAmerican Express CoStock11,118$4.11M1.2%+4,502+68.0%AddedHistory
UBERUber Technologies, IncStock46,655$3.81M1.1%+13,990+42.8%AddedHistory
JPMJPMorgan Chase & CoStock10,003$3.22M0.9%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock30,875$3.08M0.9%+12,080+64.3%AddedHistory
DEDeere & CoStock6,555$3.05M0.9%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock12,506$2.86M0.8%−35−0.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM21,412$2.58M0.7%+30+0.1%AddedHistory
BRK.BBerkshire Hathaway IncStock3,841$1.93M0.5%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock5,310$1.84M0.5%+5,310NewHistory
BACBank of America CorpStock30,265$1.66M0.5%00.0%UnchangedHistory
CARRCarrier Global CorpStock28,095$1.48M0.4%−63,047−69.2%ReducedHistory
PEPPepsiCo IncStock9,608$1.38M0.4%−770−7.4%ReducedHistory
WMTWalmart Inc.Stock11,890$1.32M0.4%−375−3.1%ReducedHistory
BABoeing CoStock5,600$1.22M0.3%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock10,008$1.05M0.3%−246−2.4%ReducedHistory
GOOGAlphabet Inc.Stock3,133$983.2K0.3%−125−3.8%ReducedHistory
MMM3M CoStock5,862$938.5K0.3%00.0%UnchangedHistory
UNPUnion Pacific CorpStock3,920$906.8K0.3%00.0%UnchangedHistory
INTCIntel CorpStock21,435$791.0K0.2%−15−0.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,125$767.2K0.2%−400−26.2%ReducedHistory
GSGoldman Sachs Group IncStock820$720.8K0.2%−25−3.0%ReducedHistory
Gabelli Utilites Fund Class A36240E202Equity Mutual Fu138,714$699.1K0.2%00.0%Unchanged–
BRBroadridge Financial Solutions, Inc.Stock2,950$658.4K0.2%00.0%UnchangedHistory
SYKStryker CorpStock1,861$654.1K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock8,800$615.2K0.2%−250−2.8%ReducedHistory
DDominion Energy, IncStock8,157$477.9K0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF650$445.2K0.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock487$420.0K0.1%−10−2.0%ReducedHistory
Nestle SA ADR641069406COM4,215$416.4K0.1%−2,855−40.4%Reduced–
GEGeneral Electric CoStock1,315$405.1K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,055$370.0K0.1%00.0%UnchangedHistory
STTState Street CorpCOM2,825$364.5K0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock551$360.1K0.1%00.0%UnchangedHistory
Graphite One Inc Com38871F953COM225,000$326.1K0.1%+225,000New–
VZVerizon Communications IncStock7,700$313.6K0.1%−282−3.5%ReducedHistory
NEENextera Energy IncStock3,625$291.0K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock3,630$279.6K0.1%−250−6.4%ReducedHistory
APDAir Products & Chemicals, Inc.Stock1,100$271.7K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock411$271.3K0.1%+411NewHistory
Vanguard Index FDS922908710COM375$236.9K0.1%00.0%Unchanged–
BNYBank of New York Mellon CorpStock2,000$232.2K0.1%00.0%UnchangedHistory
RMDResmed IncCOM932$224.5K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock4,100$221.2K0.1%+4,100NewHistory
Novozymes A S DKK 2.0B798FW902COM3,325$212.7K0.1%−500−13.1%Reduced–
EMREmerson Electric CoStock1,600$212.4K0.1%00.0%UnchangedHistory
MKCMcCormick & Co IncStock2,945$200.6K0.1%−43,175−93.6%ReducedHistory

Sold out since Q3 2025 (4)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Kidder Stephen W sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
CRMSalesforce, Inc.Stock9,598$2.27M0.7%History
NVONovo Nordisk A SADR10,545$585.1K0.2%History
PAYXPaychex IncStock2,040$258.6K0.1%History
PTCPTC Inc.Stock1,000$203.0K0.1%History