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Kidder Stephen W — 13F Holdings & Portfolio

CIK 1314377 · latest 13F-HR filed 2026-08-21

Backtest portfolio

Kidder Stephen W manages $395.6M in 13F-reported U.S. long-equity assets across 326 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (6.29%), AMD (2.83%), GOOGL (2.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 4, added to 42, and trimmed 15.

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.

Filer Information
Address
HEMENWAY & BARNES LLP
75 STATE STREET 16 FLOOR
BOSTON, MA 02109
Phone
(617) 619-8258
Filing Manager
Kidder Stephen W
BOSTON, MA
Signatory
Alicia L Fazzone
Operations Manager
Loading holdings…
AUM

$395.6M

Long-equity book

Holdings

326

Distinct positions

Period

2026-06-30

Filed 2026-08-21

Q/Q Activity

+3 / −4 / ↑42 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES$17.3M +157.1%
  • APPLIED MATERIAL$8.3M +109.0%
  • APPLE$4.6M +13.1%
  • ALPHABET INC CL A$4.3M +19.4%
  • ROCKWELL AUTOMATION$3.3M +38.6%
Show all 42 →

Top Trims

  • FISERV-$2.8M -80.9%
  • UNITEDHEALTH GROUP-$2.0M -87.6%
  • CHEVRON-$1.4M -19.4%
  • ABBOTT LABS-$1.0M -11.4%
  • EXXON MOBIL-$689.5K -19.7%
Show all 15 →

New Positions

  • ROUNDHILL MEMORY ETF$919.4K
  • ASML HOLDING NV$451.1K
  • EMERSON ELECTRIC$218.3K
Show all 3 →

Exited Positions

  • GILEAD SCIENCES$215.7K
  • NESTLE SA ADR$215.0K
  • LOCKHEED MARTIN CORP$211.5K
  • GRAPHITE ONE INC COM$198.9K
Show all 4 →
All Holdings

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 $24.9M 6.29% 85,971 SH
2 ADVANCED MICRO DEVICES AMD 007903107 $11.2M 2.83% 19,300 SH
3 ALPHABET INC CL A GOOGL 02079K305 $9.8M 2.47% 27,317 SH
4 ALPHABET INC CL A GOOGL 02079K305 $8.7M 2.21% 24,430 SH
5 APPLE AAPL 037833100 $7.9M 1.99% 27,171 SH
6 ADVANCED MICRO DEVICES AMD 007903107 $7.8M 1.97% 13,390 SH
7 JOHNSON AND JOHNSON JNJ 478160104 $6.9M 1.75% 27,230 SH
8 ANALOG DEVICES ADI 032654105 $6.8M 1.72% 17,102 SH
9 NVIDIA CORP NVDA 67066G104 $6.7M 1.69% 33,355 SH
10 APPLIED MATERIAL AMAT 038222105 $6.2M 1.57% 8,610 SH
11 AMAZON.COM AMZN 023135106 $5.3M 1.35% 22,405 SH
12 ADVANCED MICRO DEVICES AMD 007903107 $5.3M 1.34% 9,140 SH
13 AMAZON.COM AMZN 023135106 $5.3M 1.33% 22,133 SH
14 MICROSOFT MSFT 594918104 $5.2M 1.31% 13,865 SH
15 ALPHABET INC CL A GOOGL 02079K305 $5.0M 1.27% 14,026 SH
16 RTX CORPORATION RTX 75513E101 $4.9M 1.24% 25,750 SH
17 ROCKWELL AUTOMATION ROK 773903109 $4.9M 1.23% 9,850 SH
18 MASTERCARD MA 57636Q104 $4.8M 1.21% 9,282 SH
19 ANALOG DEVICES ADI 032654105 $4.6M 1.16% 11,573 SH
20 TJX COS TJX 872540109 $4.6M 1.15% 30,110 SH
21 NVIDIA CORP NVDA 67066G104 $4.5M 1.13% 22,420 SH
22 APPLE AAPL 037833100 $4.4M 1.11% 15,219 SH
23 MASTERCARD MA 57636Q104 $4.3M 1.09% 8,379 SH
24 JOHNSON AND JOHNSON JNJ 478160104 $4.2M 1.05% 16,425 SH
25 ELI LILLY & CO LLY 532457108 $4.1M 1.04% 3,443 SH
26 APPLIED MATERIAL AMAT 038222105 $4.0M 1.01% 5,520 SH
27 JOHNSON AND JOHNSON JNJ 478160104 $4.0M 1.01% 15,655 SH
28 MICROSOFT MSFT 594918104 $4.0M 1.00% 10,642 SH
29 HOME DEPOT HD 437076102 $3.8M 0.95% 10,694 SH
30 RTX CORPORATION RTX 75513E101 $3.7M 0.94% 19,634 SH
31 SCHNEIDER ELEC SA ADR SBGSF 80687P106 $3.6M 0.92% 55,765 SH
32 PROCTER & GAMBLE PG 742718109 $3.5M 0.88% 23,786 SH
33 NVIDIA CORP NVDA 67066G104 $3.4M 0.87% 17,235 SH
34 AUTOMATIC DATA PROCESSING ADP 053015103 $3.4M 0.85% 15,054 SH
35 AUTOMATIC DATA PROCESSING ADP 053015103 $3.4M 0.85% 15,030 SH
36 APPLIED MATERIAL AMAT 038222105 $3.4M 0.85% 4,645 SH
37 AUTOMATIC DATA PROCESSING ADP 053015103 $3.3M 0.85% 14,945 SH
38 ANALOG DEVICES ADI 032654105 $3.3M 0.84% 8,409 SH
39 ROCKWELL AUTOMATION ROK 773903109 $3.3M 0.83% 6,612 SH
40 APTARGROUP ATR 038336103 $3.2M 0.82% 25,913 SH
41 HOME DEPOT HD 437076102 $3.2M 0.81% 9,077 SH
42 VERTEX PHARMACEUTICALS VRTX 92532F100 $3.1M 0.79% 6,270 SH
43 ABBOTT LABS ABT 002824100 $3.1M 0.77% 33,760 SH
44 CHEVRON CVX 166764100 $3.0M 0.76% 18,105 SH
45 DANAHER CORP DHR 235851102 $3.0M 0.76% 15,685 SH
46 TJX COS TJX 872540109 $2.9M 0.73% 18,968 SH
47 AMAZON.COM AMZN 023135106 $2.8M 0.71% 11,758 SH
48 INTEL INTC 458140100 $2.7M 0.69% 19,485 SH
49 ADVANCED MICRO DEVICES AMD 007903107 $2.6M 0.65% 4,460 SH
50 PROCTER & GAMBLE PG 742718109 $2.6M 0.65% 17,540 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-21 $395.6M 326 0001314377-26-000008
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