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Livermore
Livermore
ZHEN

Kidder Stephen W

SEC CIK
0001314377
Latest filing
Aug 21, 2026

The latest 13F from Kidder Stephen W covers Q2 2026 (filed Aug 21, 2026): 75 long positions worth $395.6M. The top 10 holdings make up 51.3% of the portfolio, and the largest is Apple Inc. (AAPL) at 10.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$1.59M
Added
23
Est. +$7.47M
Reduced
21
Est. −$13.2M
Sold out
4
Est. −$841.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    10.0%$39.5MHistory
  2. AMDAdvanced Micro Devices Inc
    7.2%$28.4MHistory
  3. GOOGLAlphabet Inc.
    6.7%$26.6MHistory
  4. NVDANVIDIA Corp
    4.3%$17.1MHistory
  5. ADIAnalog Devices Inc
    4.3%$17.0MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. NEENextera Energy Inc
    +$1.28MAddedHistory
  2. LLYEli Lilly & Co
    +$1.26MAddedHistory
  3. AVGOBroadcom Inc.
    +$1.13MAddedHistory
  4. VRTXVertex Pharmaceuticals Inc
    +$937.3KAddedHistory
  5. WCNWaste Connections, Inc.
    +$924.6KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LLYEli Lilly & Co
    +0.54 pp1.8% → 2.3%History
  2. ROKRockwell Automation, Inc
    +0.48 pp2.5% → 3.0%History
  3. AVGOBroadcom Inc.
    +0.33 pp1.0% → 1.3%History
  4. NEENextera Energy Inc
    +0.27 pp0.3% → 0.5%History
  5. Roundhill ETF Trust77926X320
    +0.23 pp0.0% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. UNHUnitedHealth Group Inc
    −$3.19MReducedHistory
  2. AMDAdvanced Micro Devices Inc
    −$3.13MReducedHistory
  3. FISVFiserv Inc
    −$2.34MReducedHistory
  4. GOOGLAlphabet Inc.
    −$1.09MReducedHistory
  5. ADIAnalog Devices Inc
    −$963.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. FISVFiserv Inc
    −0.84 pp1.0% → 0.2%History
  2. UNHUnitedHealth Group Inc
    −0.59 pp0.7% → 0.1%History
  3. RTXRTX Corp
    −0.58 pp3.7% → 3.1%History
  4. ATRAptargroup, Inc.
    −0.46 pp2.3% → 1.8%History
  5. XOMExxonMobil Holdings Corp
    −0.32 pp1.0% → 0.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$395.6M
+$55.4M (+16.3%) vs. prior quarter
Positions
75
−1 vs. prior quarter
Top 10 concentration
51.3%
Top 10 as share of value
Turnover
2.5%
Q2 2026, one quarter
Average holding period
18.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $395.6M (Q2 2026)

Q1 2021: $309.7MQ2 2021: $324.1MQ3 2021: $318.8MQ4 2021: $329.2MQ1 2022: $309.6MQ2 2022: $258.3MQ3 2022: $245.1MQ4 2022: $273.0MQ1 2023: $287.3MQ2 2023: $305.5MQ3 2023: $288.3MQ4 2023: $310.3MQ1 2024: $313.3MQ2 2024: $320.0MQ3 2024: $338.5MQ4 2024: $332.3MQ1 2025: $320.8MQ2 2025: $332.6MQ3 2025: $348.9MQ4 2025: $354.7MQ1 2026: $340.1MQ2 2026: $395.6M
Q1 2021Q2 2026
13F filings of Kidder Stephen W by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 21, 202675$395.6MAAPLAMDGOOGLvs. Q1 2026SEC
Q1 2026May 11, 202676$340.1MAAPLGOOGLJNJvs. Q4 2025SEC
Q4 2025Feb 17, 202673$354.7MAAPLGOOGLMSFTvs. Q3 2025SEC
Q3 2025Nov 10, 202573$348.9MAAPLGOOGLMSFTvs. Q2 2025SEC
Q2 2025Jul 23, 202574$332.6MAAPLMSFTADPvs. Q1 2025SEC
Q1 2025May 6, 202570$320.8MAAPLADPFISVvs. Q4 2024SEC
Q4 2024Feb 13, 202570$332.3MAAPLGOOGLADPvs. Q3 2024SEC
Q3 2024Nov 12, 202473$338.5MAAPLADPGOOGLvs. Q2 2024SEC
Q2 2024Aug 12, 202471$320.0MAAPLGOOGLMSFTvs. Q1 2024SEC
Q1 2024May 14, 202472$313.3MAAPLMSFTADPvs. Q4 2023SEC
Q4 2023Feb 14, 202473$310.3MAAPLADPMSFTvs. Q3 2023SEC
Q3 2023Nov 14, 202375$288.3MAAPLADPGOOGLvs. Q2 2023SEC
Q2 2023Aug 11, 202376$305.5MAAPLADPJNJvs. Q1 2023SEC
Q1 2023May 11, 202377$287.3MAAPLADPJNJvs. Q4 2022SEC
Q4 2022Feb 9, 202378$273.0MAAPLADPJNJvs. Q3 2022SEC
Q3 2022Nov 8, 202267$245.1MAAPLADPJNJvs. Q2 2022SEC
Q2 2022Jul 19, 202271$258.3MAAPLJNJADPvs. Q1 2022SEC
Q1 2022May 17, 202275$309.6MAAPLGOOGLADPvs. Q4 2021SEC
Q4 2021Feb 8, 202272$329.2MAAPLGOOGLADPvs. Q3 2021SEC
Q3 2021Nov 10, 202174$318.8MAAPLGOOGLMSFTvs. Q2 2021SEC
Q2 2021Aug 9, 202174$324.1MAAPLGOOGLMSFTvs. Q1 2021SEC
Q1 2021May 17, 202172$309.7MAAPLGOOGLMA–SEC