Kidder Stephen W

CIK

1314377

Location

BOSTON, MA

Portfolio Value

Small $329,112,124

Diversification

Diversified

Filing Date

Global Rank

#2,967 / 8,232 ▲ 103

Top Industry

Semiconductors 13.7%

3Y Alpha vs SPY

-6.2%

Period ended 2 months ago

Filed May 11, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.7%

SPY

+76.3%

Annualised alpha

-6.2%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.6%

−0.3 pts

Top 5

31.2%

−0.8 pts

Top 10

50.3%

−1.4 pts

HHI

389

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.9%	$114,839,398	12
Healthcare	18.0%	$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	7.0%	$22,938,747	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.	−4,498	77,489	$22,282,735
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	Exxon Mobil 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
MMM	3M Co	−300	5,562	$807,769
STT	State Street Corp	−300	2,525	$319,564
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 positions · $329,112,124 total · 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%	10.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	77,489	-4,498	$22,282,735	−13.2%	6.77%
JNJ	Johnson & Johnson Healthcare	Reduced	66,561	-563	$16,270,169	+17.1%	4.94%
NVDA	Nvidia Corp Technology	Reduced	85,862	-300	$14,974,332	−6.8%	4.55%
ADI	Analog Devices Inc Technology	Reduced	45,214	-3,030	$14,384,380	+9.9%	4.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	63,816	+1,079	$13,290,954	−8.2%	4.04%
MSFT	Microsoft Corp Technology	Added	35,005	+900	$12,957,798	−21.4%	3.94%
RTX	RTX Corp Industrials	Reduced	65,461	-5,028	$12,627,425	−2.3%	3.84%
MA	Mastercard Inc Financial Services	Reduced	25,152	-56	$12,567,446	−12.7%	3.82%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	70,310	-1,985	$11,228,505	+1.1%	3.41%
AMD	Advanced Micro Devices Inc Technology	Reduced	54,241	-1,602	$11,034,243	−7.7%	3.35%
ADP	Automatic Data Processing Inc Technology	Reduced	50,151	-362	$10,189,676	−21.6%	3.10%
ABT	Abbott Laboratories Healthcare	Reduced	89,712	-290	$9,210,728	−18.3%	2.80%
HD	Home Depot, Inc. Consumer Cyclical	Added	27,898	+276	$9,175,369	−3.5%	2.79%
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%	2.56%
ATR	Aptargroup, Inc. Healthcare	Reduced	61,023	-1,500	$7,690,115	+0.8%	2.34%
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%	1.78%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	12,716	+257	$5,678,201	+0.5%	1.73%
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	Exxon Mobil 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%	0.88%
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%	0.69%
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%	0.44%
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%	0.25%
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%