Kidder Stephen W

CIK

1314377

Location

BOSTON, MA

Portfolio Value

Small $329,922,503

Diversification

Diversified

Reports for

Broderick Brian C PUZO MICHAEL J SOMERVILLE KURT F Dempze Nancy E Delaney Dennis R Elefante Mark B

Filing Date

Global Rank

#3,369 / 8,698 ▼ 4 · as of Mar 2026

Top Industry

Semiconductors 13.7%

3Y Alpha vs SPY

+9.7%

Period ended 5 months ago

Filed May 11, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+122.3%

SPY

+77.9%

Annualised alpha

+9.3%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

67 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.6%

−0.3 pts

Top 5

31.4%

−0.9 pts

Top 10

50.4%

−1.4 pts

HHI

390

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.8%	$114,839,398	12
Healthcare	17.9%	$59,177,399	13
Industrials	12.5%	$41,260,109	14
Consumer Cyclical	10.2%	$33,694,828	3
Financial Services	8.5%	$28,016,654	10
Communication Services	7.2%	$23,749,126	3
Consumer Defensive	3.9%	$12,826,966	5
Energy	3.2%	$10,519,875	2
Unclassified	1.2%	$4,101,799	2
Utilities	0.4%	$1,416,810	2
Basic Materials	0.1%	$319,539	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+8,445	55,100	$3,963,340
SCHW	Schwab Charles Corp	+7,435	38,310	$3,600,372
NEE	Nextera Energy Inc	+6,200	9,825	$912,545
AVGO	Broadcom Inc.	+5,146	10,456	$3,236,235
AXP	American Express Co	+2,612	13,730	$4,153,047
AMAT	Applied Materials Inc /De	+2,190	22,265	$7,609,952
PG	PROCTER & GAMBLE Co	+1,185	61,142	$8,831,347
AMZN	Amazon Com Inc	+1,079	63,816	$13,290,954
LLY	ELI LILLY & Co	+932	6,661	$6,126,585
MSFT	Microsoft Corp	+900	35,005	$12,957,798
HD	Home Depot, Inc.	+276	27,898	$9,175,369
VRTX	Vertex Pharmaceuticals Inc / Ma	+257	12,716	$5,678,201
XYL	Xylem Inc.	+170	48,900	$5,843,548
META	Meta Platforms, Inc.	+60	471	$269,472
V	Visa Inc.	+35	1,090	$329,440
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CARR	CARRIER GLOBAL Corp	−16,065	12,030	$677,407
UNH	Unitedhealth Group Inc	−7,130	8,340	$2,256,718
FISV	Fiserv Inc	−5,652	60,980	$3,402,684
RTX	RTX Corp	−5,028	65,461	$12,627,425
CNI	Canadian National Railway Co	−4,855	41,440	$4,258,784
GOOGL	Alphabet Inc.	−4,806	80,314	$23,093,114
ADI	Analog Devices Inc	−3,030	45,214	$14,384,380
TJX	Tjx Companies Inc /De/	−1,985	70,310	$11,228,505
INTC	Intel Corp	−1,950	19,485	$859,873
AMD	Advanced Micro Devices Inc	−1,602	54,241	$11,034,243
ATR	Aptargroup, Inc.	−1,500	61,023	$7,690,115
XOM	ExxonMobil Holdings Corp	−790	20,622	$3,498,726
AAPL	Apple Inc.	−567	137,468	$34,888,000
JNJ	Johnson & Johnson	−563	66,561	$16,270,169
WMT	Walmart Inc.	−450	11,440	$1,421,762
MRK	Merck & Co., Inc.	−400	9,608	$1,155,745
DHR	Danaher Corp /De/	−390	35,809	$6,789,386
PEP	Pepsico Inc	−370	9,238	$1,434,567
ADP	Automatic Data Processing Inc	−362	50,151	$10,189,676
NVDA	Nvidia Corp	−300	85,862	$14,974,332
STT	State Street Corp	−300	2,525	$319,564
MMM	3M Co	−300	5,562	$807,769
ABT	Abbott Laboratories	−290	89,712	$9,210,728
CSCO	Cisco Systems, Inc.	−250	3,380	$262,253
JPM	Jpmorgan Chase & Co	−200	9,803	$2,883,650
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
WCN	Waste Connections, Inc.	8,978	$1,458,385
CP	Canadian Pacific Kansas City Ltd/Cn	4,310	$339,023
GILD	Gilead Sciences, Inc.	1,548	$215,744
LMT	Lockheed Martin Corp	350	$211,536
AMGN	Amgen Inc	595	$209,350
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
RMD	Resmed Inc	932	$224,490
EMR	Emerson Electric Co	1,600	$212,352
MKC	Mccormick & Co Inc	2,945	$200,583
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $329,922,503 total · filing declares 327 positions · $340,134,167 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	137,468	-567	$34,888,000	−7.0%	10.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	80,314	-4,806	$23,093,114	−13.3%	7.00%
JNJ	Johnson & Johnson Healthcare	Reduced	66,561	-563	$16,270,169	+17.1%	4.93%
NVDA	Nvidia Corp Technology	Reduced	85,862	-300	$14,974,332	−6.8%	4.54%
ADI	Analog Devices Inc Technology	Reduced	45,214	-3,030	$14,384,380	+9.9%	4.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	63,816	+1,079	$13,290,954	−8.2%	4.03%
MSFT	Microsoft Corp Technology	Added	35,005	+900	$12,957,798	−21.4%	3.93%
RTX	RTX Corp Industrials	Reduced	65,461	-5,028	$12,627,425	−2.3%	3.83%
MA	Mastercard Inc Financial Services	Reduced	25,152	-56	$12,567,446	−12.7%	3.81%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	70,310	-1,985	$11,228,505	+1.1%	3.40%
AMD	Advanced Micro Devices Inc Technology	Reduced	54,241	-1,602	$11,034,243	−7.7%	3.34%
ADP	Automatic Data Processing Inc Technology	Reduced	50,151	-362	$10,189,676	−21.6%	3.09%
ABT	Abbott Laboratories Healthcare	Reduced	89,712	-290	$9,210,728	−18.3%	2.79%
HD	Home Depot, Inc. Consumer Cyclical	Added	27,898	+276	$9,175,369	−3.5%	2.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	61,142	+1,185	$8,831,347	+2.8%	2.68%
ROK	Rockwell Automation, Inc Industrials	Reduced	23,481	-155	$8,426,859	−8.4%	2.55%
ATR	Aptargroup, Inc. Healthcare	Reduced	61,023	-1,500	$7,690,115	+0.8%	2.33%
AMAT	Applied Materials Inc /De Technology	Added	22,265	+2,190	$7,609,952	+47.5%	2.31%
CVX	Chevron Corp Energy	Reduced	33,935	-100	$7,021,149	+35.4%	2.13%
DHR	Danaher Corp /De/ Healthcare	Reduced	35,809	-390	$6,789,386	−18.1%	2.06%
LLY	ELI LILLY & Co Healthcare	Added	6,661	+932	$6,126,585	−0.5%	1.86%
XYL	Xylem Inc. Industrials	Added	48,900	+170	$5,843,548	−11.9%	1.77%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	12,716	+257	$5,678,201	+0.5%	1.72%
CNI	Canadian National Railway Co Industrials	Reduced	41,440	-4,855	$4,258,784	−6.9%	1.29%
AXP	American Express Co Financial Services	Added	13,730	+2,612	$4,153,047	+1.0%	1.26%
UBER	Uber Technologies, Inc Technology	Added	55,100	+8,445	$3,963,340	+4.0%	1.20%
DE	Deere & Co Industrials	Reduced	6,550	-5	$3,689,614	+20.9%	1.12%
SCHW	Schwab Charles Corp Financial Services	Added	38,310	+7,435	$3,600,372	+16.7%	1.09%
XOM	ExxonMobil Holdings Corp Energy	Reduced	20,622	-790	$3,498,726	+35.8%	1.06%
FISV	Fiserv Inc	Reduced	60,980	-5,652	$3,402,684	−24.0%	1.03%
AVGO	Broadcom Inc. Technology	Added	10,456	+5,146	$3,236,235	+76.1%	0.98%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,803	-200	$2,883,650	−10.5%	0.87%
ABBV	AbbVie Inc. Healthcare	Reduced	12,481	-25	$2,714,489	−5.0%	0.82%
UNH	Unitedhealth Group Inc Healthcare	Reduced	8,340	-7,130	$2,256,718	−55.8%	0.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,666	-175	$1,756,746	−9.0%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Held	30,265	0	$1,475,418	−11.4%	0.45%
WCN	Waste Connections, Inc. Industrials	NEW	8,978	NEW	$1,458,385	NEW	0.44%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,238	-370	$1,434,567	+4.0%	0.43%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,440	-450	$1,421,762	+7.3%	0.43%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,608	-400	$1,155,745	+9.7%	0.35%
BA	Boeing Co Industrials	Held	5,600	0	$1,114,567	−8.3%	0.34%
UNP	Union Pacific Corp Industrials	Held	3,920	0	$951,069	+4.9%	0.29%
NEE	Nextera Energy Inc Utilities	Added	9,825	+6,200	$912,545	+213.6%	0.28%
INTC	Intel Corp Technology	Reduced	19,485	-1,950	$859,873	+8.7%	0.26%
MMM	3M Co Industrials	Reduced	5,562	-300	$807,769	−13.9%	0.24%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,075	-50	$699,115	−8.9%	0.21%
GS	Goldman Sachs Group Inc Financial Services	Held	820	0	$693,711	−3.8%	0.21%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	12,030	-16,065	$677,407	−54.4%	0.21%
KO	Coca Cola Co Consumer Defensive	Reduced	8,600	-200	$654,030	+6.3%	0.20%
SYK	Stryker Corp Healthcare	Held	1,861	0	$611,504	−6.5%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.