Kidder Stephen W
13F Reported Value
ⓘ$340.1M
Holdings
76
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Kidder Stephen W disclosed 76 positions worth $340.1M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 10.3% of the equity portfolio, followed by $GOOG and $JNJ. During the quarter the fund opened 7 new positions and exited 4 — including a new stake in $WCN and a full exit from $RMD. The portfolio is most concentrated in Technology (45.2% of disclosed assets). All figures are sourced directly from Kidder Stephen W’s Form 13F-HR filing with the SEC under CIK 1314377.
AI Fund Analysis
Diversifying
$AAPL
$GOOG
$JNJ
$NVDA
$ADI
$VRTX
$HD
$LLY
$UBERSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$34.9M137,468 sh - 80.2#45
Quality
$22.3M77,489 sh - 72.8#214
Quality
$16.3M66,561 sh - 90.2
Quality
$15.0M85,862 sh - 76.2
Quality
$14.4M45,214 sh - 74.6
Quality
$13.3M63,816 sh - 83.7
Quality
$13.0M35,005 sh - 70.0
Quality
$12.6M65,461 sh - 81.7
Quality
$12.6M25,152 sh - 70.7
Quality
$11.2M70,310 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $34.9M | 137,468 |
| Alphabet Inc.$GOOG | 80.2#45 | $22.3M | 77,489 |
| JOHNSON & JOHNSON$JNJ | 72.8#214 | $16.3M | 66,561 |
| NVIDIA CORP$NVDA | 90.2 | $15.0M | 85,862 |
| ANALOG DEVICES INC$ADI | 76.2 | $14.4M | 45,214 |
 AMAZON COM INC$AMZN | 74.6 | $13.3M | 63,816 |
 MICROSOFT CORP$MSFT | 83.7 | $13.0M | 35,005 |
 RTX Corp$RTX | 70.0 | $12.6M | 65,461 |
 Mastercard Inc$MA | 81.7 | $12.6M | 25,152 |
 TJX COMPANIES INC /DE/$TJX | 70.7 | $11.2M | 70,310 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kidder Stephen W's 76 positions.
Showing top 10 of 76 holdings.
Sector Allocation
Technology
$153.8M
Healthcare
$45.5M
Consumer Discretionary
$35.6M
Industrials
$33.6M
Financials
$28.5M
Consumer Staples
$10.9M
Energy
$10.5M
Other
$10.4M
Full Holdings — Kidder Stephen W (Q1 2026)
All 76 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $34.9M | 10.3% | -0% | 76.1 |
| 2 | $GOOG | Alphabet Inc. | $22.3M | 6.5% | -5% | 80.2 |
| 3 | $JNJ | JOHNSON & JOHNSON | $16.3M | 4.8% | -1% | 72.8 |
| 4 | $NVDA | NVIDIA CORP | $15.0M | 4.4% | -0% | 90.2 |
| 5 | $ADI | ANALOG DEVICES INC | $14.4M | 4.2% | -6% | 76.2 |
| 6 | $AMZN | AMAZON COM INC | $13.3M | 3.9% | +2% | 74.6 |
| 7 | $MSFT | MICROSOFT CORP | $13.0M | 3.8% | +3% | 83.7 |
| 8 | $RTX | RTX Corp | $12.6M | 3.7% | -7% | 70 |
| 9 | $MA | Mastercard Inc | $12.6M | 3.7% | -0% | 81.7 |
| 10 | $TJX | TJX COMPANIES INC /DE/ | $11.2M | 3.3% | -3% | 70.7 |
| 11 |  $AMD | ADVANCED MICRO DEVICES INC | $11.0M | 3.2% | -3% | 78.8 |
| 12 |  $ADP | AUTOMATIC DATA PROCESSING INC | $10.2M | 3.0% | -1% | 77.9 |
| 13 |  $ABT | ABBOTT LABORATORIES | $9.2M | 2.7% | -0% | 67 |
| 14 | $HD | HOME DEPOT, INC. | $9.2M | 2.7% | +1% | 69.2 |
| 15 |  $PG | PROCTER & GAMBLE Co | $8.8M | 2.6% | +2% | 72.9 |
| 16 |  $ROK | ROCKWELL AUTOMATION, INC | $8.4M | 2.5% | -1% | 68.2 |
| 17 | — | SCHNEIDER ELEC SA ADR | $7.7M | 2.3% | +1% | — |
| 18 |  $ATR | APTARGROUP, INC. | $7.7M | 2.3% | -2% | 64 |
| 19 |  $AMAT | APPLIED MATERIALS INC /DE | $7.6M | 2.2% | +11% | 74.8 |
| 20 |  $CVX | CHEVRON CORP | $7.0M | 2.1% | -0% | 54.7 |
| 21 |  $DHR | DANAHER CORP /DE/ | $6.8M | 2.0% | -1% | 63.9 |
| 22 | $LLY | ELI LILLY & Co | $6.1M | 1.8% | +16% | 89.3 |
| 23 |  $XYL | Xylem Inc. | $5.8M | 1.7% | +0% | 65.6 |
| 24 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | $5.7M | 1.7% | +2% | 76.6 |
| 25 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $4.3M | 1.3% | -10% | — |
| 26 |  $AXP | AMERICAN EXPRESS CO | $4.2M | 1.2% | +23% | 73.2 |
| 27 | $UBER | Uber Technologies, Inc | $4.0M | 1.2% | +18% | 79.3 |
| 28 |  $DE | DEERE & CO | $3.7M | 1.1% | -0% | 57.4 |
| 29 |  $SCHW | SCHWAB CHARLES CORP | $3.6M | 1.1% | +24% | 77.2 |
| 30 |  $XOM | EXXON MOBIL CORP | $3.5M | 1.0% | -4% | 61.8 |
| 31 |  $FISV | FISERV INC | $3.4M | 1.0% | -8% | 67.4 |
| 32 |  $AVGO | Broadcom Inc. | $3.2M | 0.9% | +97% | 86.4 |
| 33 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.8% | -2% | 35.6 |
| 34 |  $ABBV | AbbVie Inc. | $2.7M | 0.8% | -0% | 59.3 |
| 35 |  $UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.7% | -46% | 66.8 |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.5% | -5% | 64.5 |
| 37 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.5M | 0.4% | +0% | 68.4 |
| 38 |  $WCN | Waste Connections, Inc. | $1.5M | 0.4% | NEW | — |
| 39 |  $PEP | PEPSICO INC | $1.4M | 0.4% | -4% | 62.7 |
| 40 |  $WMT | Walmart Inc. | $1.4M | 0.4% | -4% | 63.2 |
| 41 |  $MRK | Merck & Co., Inc. | $1.2M | 0.3% | -4% | 70.9 |
| 42 |  $BA | BOEING CO | $1.1M | 0.3% | +0% | 51.8 |
| 43 |  $UNP | UNION PACIFIC CORP | $951,070 | 0.3% | +0% | 74 |
| 44 |  $NEE | NEXTERA ENERGY INC | $912,546 | 0.3% | +171% | 71.7 |
| 45 |  $INTC | INTEL CORP | $859,873 | 0.3% | -9% | 41.5 |
| 46 |  $GOOGL | Alphabet Inc. | $810,395 | 0.2% | -10% | 80.2 |
| 47 |  $MMM | 3M CO | $807,769 | 0.2% | -5% | 60.7 |
| 48 | — | GABELLI UTILITES FUND CLASS A | $739,347 | 0.2% | +0% | — |
| 49 |  $SPY | SPDR S&P 500 ETF TRUST | $699,115 | 0.2% | -4% | — |
| 50 |  $GS | GOLDMAN SACHS GROUP INC | $693,711 | 0.2% | +0% | — |
| 51 |  $CARR | CARRIER GLOBAL Corp | $677,408 | 0.2% | -57% | 61.5 |
| 52 |  $KO | COCA COLA CO | $654,030 | 0.2% | -2% | 74 |
| 53 |  $SYK | STRYKER CORP | $611,506 | 0.2% | +0% | 69.8 |
| 54 |  $D | DOMINION ENERGY, INC | $504,266 | 0.1% | +0% | 74.9 |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $485,261 | 0.1% | +0% | 67 |
| 56 |  $GEV | GE Vernova Inc. | $480,968 | 0.1% | +0% | 70.1 |
| 57 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $479,316 | 0.1% | +0% | 77.6 |
| 58 |  $IVZ | Invesco Ltd. | $463,487 | 0.1% | NEW | — |
| 59 | — | ISHARES S&P 500 | $391,926 | 0.1% | -8% | — |
| 60 |  $VZ | VERIZON COMMUNICATIONS INC | $386,540 | 0.1% | +0% | 71.6 |
| 61 |  $GE | GENERAL ELECTRIC CO | $373,157 | 0.1% | +0% | 74.8 |
| 62 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $339,023 | 0.1% | NEW | — |
| 63 |  $V | VISA INC. | $329,442 | 0.1% | +3% | 83.5 |
| 64 |  $STT | STATE STREET CORP | $319,564 | 0.1% | -11% | 61.5 |
| 65 |  $APD | Air Products & Chemicals, Inc. | $319,539 | 0.1% | +0% | 41.2 |
| 66 |  $META | Meta Platforms, Inc. | $269,473 | 0.1% | +15% | 80.9 |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $262,254 | 0.1% | -7% | 72.3 |
| 68 | — | AUSTRALIAN RARE EARTHS LTD | $260,763 | 0.1% | NEW | — |
| 69 |  $BMY | BRISTOL MYERS SQUIBB CO | $248,665 | 0.1% | +0% | 70.1 |
| 70 |  $__PARK_1390777 | Bank of New York Mellon Corp | $237,260 | 0.1% | +0% | 36.7 |
| 71 | — | VANGUARD 500 INDEX FD ADMIRAL | $225,896 | 0.1% | +0% | — |
| 72 |  $GILD | GILEAD SCIENCES, INC. | $215,745 | 0.1% | NEW | 77.8 |
| 73 | — | NESTLE SA ADR | $215,047 | 0.1% | -49% | — |
| 74 |  $LMT | LOCKHEED MARTIN CORP | $211,536 | 0.1% | NEW | 65 |
| 75 |  $AMGN | AMGEN INC | $209,350 | 0.1% | NEW | 79.5 |
| 76 | — | GRAPHITE ONE INC COM | $198,931 | 0.1% | +0% | — |
New Positions (7)
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