Kidder Stephen W
13F Reported Value
ⓘ$395.6M
Holdings
75
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 $GOOG. 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 (51.1% 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
Concentrating
$AAPL
$AMD
$GOOG
$NVDA
$ADI
$VRTX
$HD
$LLY
$PGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$39.5M136,410 sh - 79.8#32
Quality
$28.4M48,845 sh - 78.2#57
Quality
$26.6M74,451 sh - 85.9
Quality
$17.1M85,225 sh - 79.2
Quality
$17.0M42,788 sh - 69.0
Quality
$16.9M66,643 sh - 72.3
Quality
$15.9M22,000 sh - 68.7
Quality
$15.3M64,036 sh - 79.8
Quality
$13.4M36,020 sh - 85.1
Quality
$13.1M25,433 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $39.5M | 136,410 |
| ADVANCED MICRO DEVICES INC$AMD | 79.8#32 | $28.4M | 48,845 |
| Alphabet Inc.$GOOG | 78.2#57 | $26.6M | 74,451 |
| NVIDIA CORP$NVDA | 85.9 | $17.1M | 85,225 |
| ANALOG DEVICES INC$ADI | 79.2 | $17.0M | 42,788 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $16.9M | 66,643 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $15.9M | 22,000 |
 AMAZON COM INC$AMZN | 68.7 | $15.3M | 64,036 |
 MICROSOFT CORP$MSFT | 79.8 | $13.4M | 36,020 |
 Mastercard Inc$MA | 85.1 | $13.1M | 25,433 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kidder Stephen W's 75 positions.
Showing top 10 of 75 holdings.
Sector Allocation
Technology
$202.1M
Healthcare
$48.2M
Consumer Discretionary
$37.6M
Industrials
$31.8M
Financials
$31.0M
Other
$12.6M
Consumer Staples
$10.9M
Energy
$8.5M
Full Holdings — Kidder Stephen W (Q2 2026)
All 75 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. | $39.5M | 10.0% | -1% | 76.4 |
| 2 | $AMD | ADVANCED MICRO DEVICES INC | $28.4M | 7.2% | -10% | 79.8 |
| 3 | $GOOG | Alphabet Inc. | $26.6M | 6.7% | -4% | 78.2 |
| 4 | $NVDA | NVIDIA CORP | $17.1M | 4.3% | -1% | 85.9 |
| 5 | $ADI | ANALOG DEVICES INC | $17.0M | 4.3% | -5% | 79.2 |
| 6 | $JNJ | JOHNSON & JOHNSON | $16.9M | 4.3% | +0% | 69 |
| 7 | $AMAT | APPLIED MATERIALS INC /DE | $15.9M | 4.0% | -1% | 72.3 |
| 8 | $AMZN | AMAZON COM INC | $15.3M | 3.9% | +0% | 68.7 |
| 9 | $MSFT | MICROSOFT CORP | $13.4M | 3.4% | +3% | 79.8 |
| 10 | $MA | Mastercard Inc | $13.1M | 3.3% | +1% | 85.1 |
| 11 |  $RTX | RTX Corp | $12.4M | 3.1% | -0% | 73.2 |
| 12 |  $ROK | ROCKWELL AUTOMATION, INC | $11.7M | 3.0% | +0% | 63.6 |
| 13 |  $ADP | AUTOMATIC DATA PROCESSING INC | $11.2M | 2.8% | +0% | 69.8 |
| 14 |  $TJX | TJX COMPANIES INC /DE/ | $10.7M | 2.7% | +0% | 68.7 |
| 15 | $HD | HOME DEPOT, INC. | $10.0M | 2.5% | +1% | 60.3 |
| 16 | — | SCHNEIDER ELEC SA ADR - COM | $9.3M | 2.4% | +1% | — |
| 17 | $LLY | ELI LILLY & Co | $9.3M | 2.3% | +16% | 87.5 |
| 18 | $PG | PROCTER & GAMBLE Co | $9.0M | 2.3% | +1% | 64.6 |
| 19 |  $ABT | ABBOTT LABORATORIES | $8.2M | 2.1% | +0% | 65.5 |
| 20 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | $7.3M | 1.8% | +15% | 75.4 |
| 21 |  $ATR | APTARGROUP, INC. | $7.1M | 1.8% | -7% | 57.5 |
| 22 |  $DHR | DANAHER CORP /DE/ | $6.7M | 1.7% | -2% | 64.8 |
| 23 |  $XYL | Xylem Inc. | $5.8M | 1.5% | +1% | 65.8 |
| 24 |  $CVX | CHEVRON CORP | $5.7M | 1.4% | +1% | 62.8 |
| 25 |  $AXP | AMERICAN EXPRESS CO | $5.3M | 1.3% | +14% | 69.4 |
| 26 |  $AVGO | Broadcom Inc. | $5.1M | 1.3% | +29% | 84.5 |
| 27 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $4.7M | 1.2% | -5% | — |
| 28 |  $DE | DEERE & CO | $4.1M | 1.1% | -0% | 55.4 |
| 29 |  $UBER | Uber Technologies, Inc | $3.8M | 1.0% | -4% | 73.5 |
| 30 |  $SCHW | SCHWAB CHARLES CORP | $3.6M | 0.9% | +1% | 79.4 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 0.8% | +0% | 70.7 |
| 32 |  $ABBV | AbbVie Inc. | $3.1M | 0.8% | +0% | 72.6 |
| 33 |  $XOM.R34088 | EXXON MOBIL CORP | $2.8M | 0.7% | -0% | 57.9 |
| 34 |  $INTC | INTEL CORP | $2.7M | 0.7% | +0% | 45.6 |
| 35 |  $WCN | Waste Connections, Inc. | $2.4M | 0.6% | +62% | 68.2 |
| 36 |  $NEE | NEXTERA ENERGY INC | $2.1M | 0.5% | +148% | 64.6 |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.5% | +0% | 73.8 |
| 38 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.4% | +0% | 67.6 |
| 39 |  $WMT | Walmart Inc. | $1.3M | 0.3% | +0% | 60.2 |
| 40 |  $MRK | Merck & Co., Inc. | $1.2M | 0.3% | +0% | 59.9 |
| 41 |  $BA | BOEING CO | $1.2M | 0.3% | +0% | 61.6 |
| 42 |  $PEP | PEPSICO INC | $1.2M | 0.3% | -4% | 63.4 |
| 43 |  $UNP | UNION PACIFIC CORP | $1.1M | 0.3% | +0% | 69.7 |
| 44 |  $GOOGL | Alphabet Inc. | $945,177 | 0.2% | -5% | 78.2 |
| 45 | — | ROUNDHILL MEMORY ETF - COM | $919,432 | 0.2% | NEW | — |
| 46 |  $MMM | 3M CO | $900,543 | 0.2% | +0% | 64.9 |
| 47 |  $GS | GOLDMAN SACHS GROUP INC | $804,039 | 0.2% | -3% | 73.5 |
| 48 |  $SPY | SPDR S&P 500 ETF TRUST | $802,778 | 0.2% | +0% | — |
| 49 | — | GABELLI UTILITES FUND CLASS A - Equity Mutual Fu | $701,894 | 0.2% | +0% | — |
| 50 |  $KO | COCA COLA CO | $698,922 | 0.2% | +0% | 69.5 |
| 51 |  $FISV | FISERV INC | $650,697 | 0.2% | -78% | 60.7 |
| 52 |  $GEV | GE Vernova Inc. | $647,348 | 0.2% | +0% | 81.1 |
| 53 |  $SYK | STRYKER CORP | $585,917 | 0.1% | +0% | 72.1 |
| 54 |  $D | DOMINION ENERGY, INC | $557,042 | 0.1% | +0% | 69.9 |
| 55 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $535,497 | 0.1% | +43% | 69.7 |
| 56 |  $GE | GENERAL ELECTRIC CO | $491,454 | 0.1% | +0% | 73.8 |
| 57 |  $ASML | ASML HOLDING NV | $451,116 | 0.1% | NEW | — |
| 58 | — | ISHARES S&P 500 - COM | $449,334 | 0.1% | +0% | — |
| 59 |  $COST | COSTCO WHOLESALE CORP /NEW | $432,187 | 0.1% | -5% | 66.2 |
| 60 |  $STT | STATE STREET CORP | $428,240 | 0.1% | +0% | 71.5 |
| 61 |  $CARR | CARRIER GLOBAL Corp | $416,627 | 0.1% | -53% | 56.6 |
| 62 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $404,002 | 0.1% | +0% | 66.5 |
| 63 |  $CSCO | CISCO SYSTEMS, INC. | $397,015 | 0.1% | +0% | 70.3 |
| 64 |  $V | VISA INC. | $373,968 | 0.1% | +0% | 82.9 |
| 65 |  $IVZ | Invesco Ltd. | $340,432 | 0.1% | -34% | — |
| 66 |  $VZ | VERIZON COMMUNICATIONS INC | $326,018 | 0.1% | +0% | 65.8 |
| 67 |  $APD | Air Products & Chemicals, Inc. | $322,498 | 0.1% | +0% | 46.4 |
| 68 |  $META | Meta Platforms, Inc. | $321,638 | 0.1% | +21% | 79.6 |
| 69 |  $BNY | Bank of New York Mellon Corp | $289,220 | 0.1% | +0% | 74.1 |
| 70 |  $UNH | UNITEDHEALTH GROUP INC | $280,550 | 0.1% | -92% | 62.7 |
| 71 | — | VANGUARD 500 INDEX FD ADMIRAL - Equity Mutual Fu | $259,462 | 0.1% | +0% | — |
| 72 |  $BMY | BRISTOL MYERS SQUIBB CO | $236,242 | 0.1% | +0% | 70.4 |
| 73 |  $EMR | EMERSON ELECTRIC CO | $218,303 | 0.1% | NEW | 65.3 |
| 74 |  $AMGN | AMGEN INC | $215,461 | 0.1% | +0% | 79.2 |
| 75 | — | AUSTRALIAN RARE EARTHS LTD - COM | $196,163 | 0.1% | +0% | — |
New Positions (3)
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