Kidder Stephen W
Sector Allocation
- Technology46.2%$182.8M
- Healthcare13.9%$54.9M
- Industrials11.1%$43.7M
- Consumer Discretionary9.1%$35.9M
- Financials8.0%$31.6M
- Other3.2%$12.6M
- Consumer Staples3.2%$12.6M
- Energy2.1%$8.5M
- Materials1.9%$7.5M
- Utilities1.3%$5.1M
AUM History
13fpro.ai/research/fund/kidder-stephen-w-1314377
Conviction and streaks
Concentrating · top 10 = 51.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$39.5MAMD
$28.4MGOOGL
$26.6MNVDA
$17.1MADI
$17.0MJNJ
$16.9MAMAT
$15.9MAMZN
$15.3MMSFT
$13.4MMA
$13.1MRTX
$12.4MROK
$11.7MADP
$11.2MTJX
$10.7MHD
$10.0M- SCHNEIDER$9.3M
LLY
$9.3MPG
$9.0MABT
$8.2MVRTX
$7.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kidder-stephen-w-1314377
Kidder Stephen W 13F holdings — Q2 2026
$395.6M portfolio (+16.3% QoQ) · 75 holdings · Q2 2026 13F · top 10 are 51% of the stock portfolio
$39.5M
10.0% of stocks
-0.8%This quarter+11.2%Since filed10+ qtrsHeld$28.4M
7.2% of stocks
-10%This quarter+12.3%Since filed10+ qtrsHeld$26.6M
6.7% of stocks
-4%This quarter-8.1%Since filed10+ qtrsHeld$17.1M
4.3% of stocks
-0.7%This quarter+0.6%Since filed10+ qtrsHeld$17.0M
4.3% of stocks
-5%This quarter+9.3%Since filed10+ qtrsHeld$16.9M
4.3% of stocks
+0.1%This quarter-1.5%Since filed10+ qtrsHeld$15.9M
4.0% of stocks
-1%This quarter-21.3%Since filed5 qtrsHeld$15.3M
3.9% of stocks
+0.3%This quarter-3.7%Since filed10+ qtrsHeld$13.4M
3.4% of stocks
+3%This quarter+10.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$13.1M
3.3% of stocks
+1%This quarter+5.7%Since filed10+ qtrsHeld
All holdings — Kidder Stephen W (Q2 2026)
75 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | RTX Corp | Industrials | $12.4M | 3.1% | 65K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ROCKWELL AUTOMATION, INC | Industrials | $11.7M | 3.0% | 24K | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AUTOMATIC DATA PROCESSING INC | Technology | $11.2M | 2.8% | 50K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.7M | 2.7% | 70K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | HOME DEPOT, INC. | Consumer Discretionary | $10.0M | 2.5% | 28K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SCHNEIDER ELEC SA ADR - COMadr | — | $9.3M | 2.4% | 143K | +0.8% | — | — | 13F |
| 17 | ELI LILLY & Co | Healthcare | $9.3M | 2.3% | 7,715 | +16% | 6 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | PROCTER & GAMBLE Co | Consumer Staples | $9.0M | 2.3% | 62K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ABBOTT LABORATORIES | Healthcare | $8.2M | 2.1% | 90K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $7.3M | 1.8% | 15K | +15% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | APTARGROUP, INC. | Materials | $7.1M | 1.8% | 57K | -7% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | DANAHER CORP /DE/ | Healthcare | $6.7M | 1.7% | 35K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Xylem Inc. | Industrials | $5.8M | 1.5% | 49K | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CHEVRON CORP | Energy | $5.7M | 1.4% | 34K | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMERICAN EXPRESS CO | Financials | $5.3M | 1.3% | 16K | +14% | 5 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $5.1M | 1.3% | 13K | +29% | |||
| 27 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $4.7M | 1.2% | 40K | -5% | |||
| 28 | $DE | DEERE & CO | Industrials | $4.1M | 1.1% | 6,540 | -0.2% | |||
| 29 | $UBER | Uber Technologies, Inc | Technology | $3.8M | 1.0% | 53K | -4% | |||
| 30 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.6M | 0.9% | 39K | +1% | |||
| 31 | $JPM | JPMORGAN CHASE & CO | Financials | $3.2M | 0.8% | 9,803 | — | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $3.1M | 0.8% | 12K | +0.1% | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.8M | 0.7% | 21K | -0.4% | |||
| 34 | $INTC | INTEL CORP | Technology | $2.7M | 0.7% | 19K | — | |||
| 35 | $WCN | Waste Connections, Inc. | Utilities | $2.4M | 0.6% | 15K | +62% | |||
| 36 | $NEE | NEXTERA ENERGY INC | Utilities | $2.1M | 0.5% | 24K | +148% | |||
| 37 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.8M | 0.5% | 3,666 | — | |||
| 38 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.7M | 0.4% | 30K | — | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.3% | 11K | — | |||
| 40 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.3% | 9,608 | — | |||
| 41 | $BA | BOEING CO | Industrials | $1.2M | 0.3% | 5,600 | — | |||
| 42 | $PEP | PEPSICO INC | Consumer Staples | $1.2M | 0.3% | 8,833 | -4% | |||
| 43 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.3% | 3,920 | — | |||
| 44 | $GOOG | Alphabet Inc. | Technology | $945K | 0.2% | 2,675 | -5% | |||
| 45 | — | ROUNDHILL MEMORY ETF - COM | — | $919K | 0.2% | 12K | New | |||
| 46 | $MMM | 3M CO | Healthcare | $901K | 0.2% | 5,562 | — | |||
| 47 | $GS | GOLDMAN SACHS GROUP INC | Financials | $804K | 0.2% | 795 | -3% | |||
| 48 | $SPY | SPDR S&P 500 ETF TRUST | — | $803K | 0.2% | 1,075 | — | |||
| 49 | — | GABELLI UTILITES FUND CLASS A - Equity Mutual Fu | — | $702K | 0.2% | 139K | — | |||
| 50 | $KO | COCA COLA CO | Consumer Staples | $699K | 0.2% | 8,600 | — | |||
| 51 | $FISV | FISERV INC | Financials | $651K | 0.2% | 13K | -78% | |||
| 52 | $GEV | GE Vernova Inc. | Industrials | $647K | 0.2% | 551 | — | |||
| 53 | $SYK | STRYKER CORP | Healthcare | $586K | 0.1% | 1,861 | — | |||
| 54 | $D | DOMINION ENERGY, INC | Utilities | $557K | 0.1% | 8,157 | — | |||
| 55 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $535K | 0.1% | 6,180 | +43% | |||
| 56 | $GE | GENERAL ELECTRIC CO | Industrials | $491K | 0.1% | 1,315 | — | |||
| 57 | $ASML | ASML HOLDING NV | Technology | $451K | 0.1% | 230 | New | |||
| 58 | — | ISHARES S&P 500 - COM | — | $449K | 0.1% | 600 | — | |||
| 59 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $432K | 0.1% | 462 | -5% | |||
| 60 | $STT | STATE STREET CORP | Financials | $428K | 0.1% | 2,525 | — | |||
| 61 | $CARR | CARRIER GLOBAL Corp | Industrials | $417K | 0.1% | 5,680 | -53% | |||
| 62 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $404K | 0.1% | 2,950 | — | |||
| 63 | $CSCO | CISCO SYSTEMS, INC. | Technology | $397K | 0.1% | 3,380 | — | |||
| 64 | $V | VISA INC. | Financials | $374K | 0.1% | 1,090 | — | |||
| 65 | $IVZ | Invesco Ltd. | Financials | $340K | 0.1% | 1,600 | -34% | |||
| 66 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $326K | 0.1% | 7,700 | — | |||
| 67 | $APD | Air Products & Chemicals, Inc. | Materials | $322K | 0.1% | 1,100 | — | |||
| 68 | $META | Meta Platforms, Inc. | Technology | $322K | 0.1% | 571 | +21% | |||
| 69 | $BNY | Bank of New York Mellon Corp | Financials | $289K | 0.1% | 2,000 | — | |||
| 70 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $281K | 0.1% | 675 | -92% | |||
| 71 | — | VANGUARD 500 INDEX FD ADMIRAL - Equity Mutual Fu | — | $259K | 0.1% | 375 | — | |||
| 72 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $236K | 0.1% | 4,100 | — | |||
| 73 | $EMR | EMERSON ELECTRIC CO | Industrials | $218K | 0.1% | 1,525 | New | |||
| 74 | $AMGN | AMGEN INC | Healthcare | $215K | 0.1% | 595 | — | |||
| 75 | — | AUSTRALIAN RARE EARTHS LTD - COM | — | $196K | 0.1% | 2.70M | — |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 23 added to, 21 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (23)
$NEENEXTERA ENERGY INC+148%
now $2.1M · held 8 qtrs, 2 adds in a row
now $9.3M · held 6 qtrs, 6 adds in a row
$AVGOBroadcom Inc.+29%
now $5.1M · held 3 qtrs, 3 adds in a row
now $7.3M · held 10+ qtrs, 9 adds in a row
$WCNWaste Connections, Inc.+62%
now $2.4M · held 2 qtrs, 2 adds in a row
$AXPAMERICAN EXPRESS CO+14%
now $5.3M · held 5 qtrs, 5 adds in a row
+17 more in the Excel export
Trimmed (21)
$UNHUNITEDHEALTH GROUP INC-92%
now $281K · held 10+ qtrs, 2 trims in a row
now $28.4M · held 10+ qtrs, 4 trims in a row
$FISVFISERV INC-78%
now $651K · held 10+ qtrs, 3 trims in a row
now $26.6M · held 10+ qtrs, 6 trims in a row
now $17.0M · held 10+ qtrs, 2 trims in a row
$ATRAPTARGROUP, INC.-7%
now $7.1M · held 10+ qtrs, 2 trims in a row
+15 more in the Excel export
Holdings by quarter
Every 13F Kidder Stephen W has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kidder Stephen W?
Q2 2026 13F filed with the SEC on Aug 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kidder Stephen W's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+2.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 11% over the last 4
Top 10 weight
51%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kidder Stephen W disclosed 75 positions worth $395.6M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 10.0% of the equity portfolio, followed by $AMD and $GOOGL. During the quarter the fund opened 3 new positions and exited 4 and a full exit from $GILD. The portfolio is most concentrated in Technology (46.2% of disclosed assets). All figures are sourced directly from Kidder Stephen W’s Form 13F-HR filing with the SEC under CIK 1314377.
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