Kidder Stephen W — 13F Holdings & Portfolio
CIK 1314377 · latest 13F-HR filed 2026-05-11
Kidder Stephen W manages $340.1M in 13F-reported U.S. long-equity assets across 327 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.45%), GOOGL (2.36%), GOOGL (2.19%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 4, added to 20, and trimmed 33.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$340.1M
Long-equity book
327
Distinct positions
2026-03-31
Filed 2026-05-11
+7 / −4 / ↑20 / ↓33
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLIED MATERIAL$2.5M +47.5%
- JOHNSON AND JOHNSON$2.4M +17.1%
- CHEVRON$1.8M +35.4%
- BROADCOM INC$1.4M +76.1%
- ANALOG DEVICES$1.3M +9.9%
Top Trims
- MICROSOFT-$3.5M -21.4%
- ALPHABET INC CL A-$3.4M -13.2%
- UNITEDHEALTH GROUP-$2.9M -55.8%
- AUTOMATIC DATA PROCESSING-$2.8M -21.6%
- APPLE-$2.6M -7.0%
New Positions
- WASTE CONNECTIONS INC NEW$1.5M
- INVESCO S & P 500 EQUAL WEIGHT$463.5K
- CANADIAN PACIFIC KANSAS CITY L$339.0K
- AUSTRALIAN RARE EARTHS LTD$260.8K
- GILEAD SCIENCES$215.7K
Exited Positions
- RESMED INC$224.5K
- NOVOZYMES A S DKK 2.0$212.7K
- EMERSON ELECTRIC$212.4K
- MCCORMICK & CO$200.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE | AAPL | 037833100 | $21.9M | 6.45% | 86,431 | SH |
| 2 | ALPHABET INC CL A | GOOGL | 02079K305 | $8.0M | 2.36% | 27,900 | SH |
| 3 | ALPHABET INC CL A | GOOGL | 02079K305 | $7.5M | 2.19% | 25,915 | SH |
| 4 | APPLE | AAPL | 037833100 | $7.0M | 2.05% | 27,424 | SH |
| 5 | JOHNSON AND JOHNSON | JNJ | 478160104 | $6.7M | 1.97% | 27,380 | SH |
| 6 | NVIDIA CORP | NVDA | 67066G104 | $5.9M | 1.75% | 34,057 | SH |
| 7 | ANALOG DEVICES | ADI | 032654105 | $5.8M | 1.70% | 18,150 | SH |
| 8 | MICROSOFT | MSFT | 594918104 | $5.1M | 1.49% | 13,685 | SH |
| 9 | RTX CORPORATION | RTX | 75513E101 | $5.0M | 1.47% | 25,920 | SH |
| 10 | TJX COS | TJX | 872540109 | $4.8M | 1.42% | 30,155 | SH |
| 11 | AMAZON.COM | AMZN | 023135106 | $4.7M | 1.38% | 22,560 | SH |
| 12 | AMAZON.COM | AMZN | 023135106 | $4.6M | 1.36% | 22,148 | SH |
| 13 | MASTERCARD | MA | 57636Q104 | $4.6M | 1.35% | 9,172 | SH |
| 14 | ADVANCED MICRO DEVICES | AMD | 007903107 | $4.4M | 1.29% | 21,544 | SH |
| 15 | MASTERCARD | MA | 57636Q104 | $4.2M | 1.23% | 8,373 | SH |
| 16 | ALPHABET INC CL A | GOOGL | 02079K305 | $4.2M | 1.23% | 14,500 | SH |
| 17 | ANALOG DEVICES | ADI | 032654105 | $4.0M | 1.17% | 12,473 | SH |
| 18 | NVIDIA CORP | NVDA | 67066G104 | $3.9M | 1.16% | 22,605 | SH |
| 19 | JOHNSON AND JOHNSON | JNJ | 478160104 | $3.9M | 1.16% | 16,115 | SH |
| 20 | APPLE | AAPL | 037833100 | $3.9M | 1.16% | 15,484 | SH |
| 21 | MICROSOFT | MSFT | 594918104 | $3.9M | 1.15% | 10,566 | SH |
| 22 | JOHNSON AND JOHNSON | JNJ | 478160104 | $3.8M | 1.13% | 15,717 | SH |
| 23 | RTX CORPORATION | RTX | 75513E101 | $3.8M | 1.12% | 19,699 | SH |
| 24 | CHEVRON | CVX | 166764100 | $3.7M | 1.10% | 18,105 | SH |
| 25 | ROCKWELL AUTOMATION | ROK | 773903109 | $3.5M | 1.04% | 9,860 | SH |
| 26 | HOME DEPOT | HD | 437076102 | $3.5M | 1.03% | 10,619 | SH |
| 27 | ABBOTT LABS | ABT | 002824100 | $3.5M | 1.02% | 33,760 | SH |
| 28 | PROCTER & GAMBLE | PG | 742718109 | $3.4M | 1.01% | 23,786 | SH |
| 29 | APTARGROUP | ATR | 038336103 | $3.3M | 0.96% | 26,038 | SH |
| 30 | AUTOMATIC DATA PROCESSING | ADP | 053015103 | $3.1M | 0.90% | 15,060 | SH |
| 31 | AUTOMATIC DATA PROCESSING | ADP | 053015103 | $3.1M | 0.90% | 15,030 | SH |
| 32 | TJX COS | TJX | 872540109 | $3.0M | 0.89% | 19,008 | SH |
| 33 | SCHNEIDER ELEC SA ADR | SBGSY | 80687P106 | $3.0M | 0.89% | 55,765 | SH |
| 34 | ADVANCED MICRO DEVICES | AMD | 007903107 | $3.0M | 0.89% | 14,906 | SH |
| 35 | AUTOMATIC DATA PROCESSING | ADP | 053015103 | $3.0M | 0.89% | 14,909 | SH |
| 36 | DANAHER CORP | DHR | 235851102 | $3.0M | 0.87% | 15,685 | SH |
| 37 | HOME DEPOT | HD | 437076102 | $3.0M | 0.87% | 9,034 | SH |
| 38 | NVIDIA CORP | NVDA | 67066G104 | $3.0M | 0.87% | 17,025 | SH |
| 39 | APPLIED MATERIAL | AMAT | 038222105 | $2.9M | 0.85% | 8,495 | SH |
| 40 | ABBOTT LABS | ABT | 002824100 | $2.8M | 0.83% | 27,607 | SH |
| 41 | ANALOG DEVICES | ADI | 032654105 | $2.7M | 0.80% | 8,514 | SH |
| 42 | ELI LILLY & CO | LLY | 532457108 | $2.6M | 0.77% | 2,832 | SH |
| 43 | XYLEM INC | XYL | 98419M100 | $2.6M | 0.76% | 21,740 | SH |
| 44 | PROCTER & GAMBLE | PG | 742718109 | $2.5M | 0.74% | 17,540 | SH |
| 45 | AMAZON.COM | AMZN | 023135106 | $2.4M | 0.70% | 11,393 | SH |
| 46 | ROCKWELL AUTOMATION | ROK | 773903109 | $2.4M | 0.70% | 6,607 | SH |
| 47 | VERTEX PHARMACEUTICALS | VRTX | 92532F100 | $2.3M | 0.68% | 5,148 | SH |
| 48 | MICROSOFT | MSFT | 594918104 | $2.3M | 0.67% | 6,194 | SH |
| 49 | MASTERCARD | MA | 57636Q104 | $2.3M | 0.67% | 4,549 | SH |
| 50 | APTARGROUP | ATR | 038336103 | $2.1M | 0.63% | 16,940 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $340.1M | 327 | 0001314377-26-000007 |
| 2025-12-31 | 2026-02-17 | $354.7M | 320 | 0001314377-26-000001 |
| 2025-09-30 | 2025-11-10 | $348.9M | 331 | 0001314377-25-000003 |