Top Institutional Investors

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 and exited 4; 42 existing positions rose in reported value and 15 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL10.0% · -1%AMD7.2% · -10%GOOGL6.7% · -4%NVDA4.3% · -1%ADI4.3% · -5%JNJ4.3% · +0%AMAT4.0% · -1%AMZN3.9% · +0%MSFT3.4% · +3%MA3.3% · +1%RTX3.1% · -0%ROK3.0% · +0%ADP2.8% · +0%TJX2.7% · +0%HD2.5% · +1%SBGSF2.4% · newLLY2.3% · +16%PG2.3% · +1%ABT2.1% · +0%VRTX1.8% · +15%ATR1.8% · -7%DHR1.7% · -2%XYL1.5% · +0%CVX1.4% · +0%AXP1.3% · +14%AVGO1.3% · +28%CNI1.2% · -5%DE1.0% · -0%UBER1.0% · -4%SCHW0.9% · +1%JPM0.8% · 0%ABBV0.8% · +0%XOM0.7% · -0%INTC0.7% · 0%WCN0.6% · +62%NEE0.5% · +148%BRK.B0.5% · 0%BAC0.4% · 0%WMT0.3% · 0%MRK0.3% · 0%BA0.3% · 0%PEP0.3% · -4%UNP0.3% · 0%GOOG0.2% · -5%DRAM0.2% · newMMM0.2% · 0%GS0.2% · -3%SPY0.2% · 0%GCV0.2% · newKO0.2% · 0%FISV0.2% · -78%GEV0.2% · 0%SYK0.1% · 0%D0.1% · 0%CP0.1% · +43%GE0.1% · 0%ASML0.1% · newIVV0.1% · 0%COST0.1% · -5%STT0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 51.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 42 →

Top Trims

Show all 15 →

New Positions

Show all 3 →

Exited Positions

Show all 4 →

Kidder Stephen W Holdings (2026-06-30)

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
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