Kidder Stephen W

CIK

1314377

Location

BOSTON, MA

Portfolio Value

Small $384,182,044

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

#4,511 / 8,798 ▼ 266 · as of Jun 2026

Top Industry

Semiconductors 18.4%

Period ended 3 months ago

Filed Aug 21, 2026 · 51d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

69 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.3%

−0.3 pts

Top 5

33.7%

+2.3 pts

Top 10

53.1%

+2.8 pts

HHI

413

Diversified+23

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.4%	$155,359,931	13
Healthcare	15.9%	$61,094,687	12
Industrials	12.1%	$46,654,272	14
Consumer Cyclical	9.3%	$35,885,565	3
Financial Services	8.0%	$30,616,775	10
Communication Services	7.3%	$28,199,365	3
Consumer Defensive	3.3%	$12,642,173	5
Energy	2.2%	$8,464,913	2
Utilities	0.7%	$2,698,626	2
Unclassified	0.6%	$2,243,239	4
Basic Materials	0.1%	$322,498	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+14,575	24,400	$2,141,585
WCN	Waste Connections, Inc.	+5,547	14,525	$2,421,170
AVGO	Broadcom Inc.	+2,982	13,438	$5,076,202
AXP	American Express Co	+1,954	15,684	$5,305,110
VRTX	Vertex Pharmaceuticals Inc / Ma	+1,887	14,603	$7,253,745
CP	Canadian Pacific Kansas City Ltd/Cn	+1,870	6,180	$535,495
LLY	ELI LILLY & Co	+1,054	7,715	$9,253,600
MSFT	Microsoft Corp	+1,015	36,020	$13,436,177
SCHW	Schwab Charles Corp	+555	38,865	$3,586,071
PG	PROCTER & GAMBLE Co	+365	61,507	$9,019,384
HD	Home Depot, Inc.	+319	28,217	$9,951,569
MA	Mastercard Inc	+281	25,433	$13,062,387
ABT	Abbott Laboratories	+247	89,959	$8,162,878
XYL	Xylem Inc.	+245	49,145	$5,809,427
AMZN	Amazon Com Inc	+220	64,036	$15,262,337
CVX	Chevron Corp	+185	34,120	$5,655,729
TJX	Tjx Companies Inc /De/	+130	70,440	$10,671,659
ROK	Rockwell Automation, Inc	+116	23,597	$11,682,401
META	Meta Platforms, Inc.	+100	571	$321,638
JNJ	Johnson & Johnson	+82	66,643	$16,925,321
ADP	Automatic Data Processing Inc	+30	50,181	$11,238,032
ABBV	AbbVie Inc.	+15	12,496	$3,144,492
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	−47,714	13,266	$650,696
UNH	Unitedhealth Group Inc	−7,665	675	$280,549
CARR	CARRIER GLOBAL Corp	−6,350	5,680	$416,627
AMD	Advanced Micro Devices Inc	−5,396	48,845	$28,374,545
ATR	Aptargroup, Inc.	−4,055	56,968	$7,132,393
GOOGL	Alphabet Inc.	−3,188	77,126	$27,551,709
ADI	Analog Devices Inc	−2,426	42,788	$16,994,107
UBER	Uber Technologies, Inc	−2,005	53,095	$3,831,333
CNI	Canadian National Railway Co	−1,930	39,510	$4,711,169
AAPL	Apple Inc.	−1,058	136,410	$39,471,594
ABI	VictoryShares Pioneer Asset-Based Income ETF	−815	1,600	$340,432
DHR	Danaher Corp /De/	−795	35,014	$6,669,463
NVDA	Nvidia Corp	−637	85,225	$17,052,666
PEP	Pepsico Inc	−405	8,833	$1,195,988
AMAT	Applied Materials Inc /De	−265	22,000	$15,906,000
RTX	RTX Corp	−140	65,321	$12,393,350
XOM	ExxonMobil Holdings Corp	−75	20,547	$2,809,184
GS	Goldman Sachs Group Inc	−25	795	$804,038
COST	Costco Wholesale Corp /New	−25	462	$432,186
DE	Deere & Co	−10	6,540	$4,148,516
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	230	$457,569
EMR	Emerson Electric Co	1,525	$218,303
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GILD	Gilead Sciences, Inc.	1,548	$215,744
LMT	Lockheed Martin Corp	350	$211,536
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $384,182,044 total · filing declares 326 positions · $395,568,575 · as of Jun 30, 2026

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

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	136,410	-1,058	$39,471,594	+13.1%	10.27%
AMD	Advanced Micro Devices Inc Technology	Reduced	48,845	-5,396	$28,374,545	+157.1%	7.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	77,126	-3,188	$27,551,709	+19.3%	7.17%
NVDA	Nvidia Corp Technology	Reduced	85,225	-637	$17,052,666	+13.9%	4.44%
ADI	Analog Devices Inc Technology	Reduced	42,788	-2,426	$16,994,107	+18.1%	4.42%
JNJ	Johnson & Johnson Healthcare	Added	66,643	+82	$16,925,321	+4.0%	4.41%
AMAT	Applied Materials Inc /De Technology	Reduced	22,000	-265	$15,906,000	+109.0%	4.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	64,036	+220	$15,262,337	+14.8%	3.97%
MSFT	Microsoft Corp Technology	Added	36,020	+1,015	$13,436,177	+3.7%	3.50%
MA	Mastercard Inc Financial Services	Added	25,433	+281	$13,062,387	+3.9%	3.40%
RTX	RTX Corp Industrials	Reduced	65,321	-140	$12,393,350	−1.9%	3.23%
ROK	Rockwell Automation, Inc Industrials	Added	23,597	+116	$11,682,401	+38.6%	3.04%
ADP	Automatic Data Processing Inc Technology	Added	50,181	+30	$11,238,032	+10.3%	2.93%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	70,440	+130	$10,671,659	−5.0%	2.78%
HD	Home Depot, Inc. Consumer Cyclical	Added	28,217	+319	$9,951,569	+8.5%	2.59%
LLY	ELI LILLY & Co Healthcare	Added	7,715	+1,054	$9,253,600	+51.0%	2.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	61,507	+365	$9,019,384	+2.1%	2.35%
ABT	Abbott Laboratories Healthcare	Added	89,959	+247	$8,162,878	−11.4%	2.12%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	14,603	+1,887	$7,253,745	+27.7%	1.89%
ATR	Aptargroup, Inc. Healthcare	Reduced	56,968	-4,055	$7,132,393	−7.3%	1.86%
DHR	Danaher Corp /De/ Healthcare	Reduced	35,014	-795	$6,669,463	−1.8%	1.74%
XYL	Xylem Inc. Industrials	Added	49,145	+245	$5,809,427	−0.6%	1.51%
CVX	Chevron Corp Energy	Added	34,120	+185	$5,655,729	−19.4%	1.47%
AXP	American Express Co Financial Services	Added	15,684	+1,954	$5,305,110	+27.7%	1.38%
AVGO	Broadcom Inc. Technology	Added	13,438	+2,982	$5,076,202	+56.9%	1.32%
CNI	Canadian National Railway Co Industrials	Reduced	39,510	-1,930	$4,711,169	+10.6%	1.23%
DE	Deere & Co Industrials	Reduced	6,540	-10	$4,148,516	+12.4%	1.08%
UBER	Uber Technologies, Inc Technology	Reduced	53,095	-2,005	$3,831,333	−3.3%	1.00%
SCHW	Schwab Charles Corp Financial Services	Added	38,865	+555	$3,586,071	−0.4%	0.93%
JPM	Jpmorgan Chase & Co Financial Services	Held	9,803	0	$3,208,815	+11.3%	0.84%
ABBV	AbbVie Inc. Healthcare	Added	12,496	+15	$3,144,492	+15.8%	0.82%
XOM	ExxonMobil Holdings Corp Energy	Reduced	20,547	-75	$2,809,184	−19.7%	0.73%
INTC	Intel Corp Technology	Held	19,485	0	$2,720,690	+216.4%	0.71%
WCN	Waste Connections, Inc. Industrials	Added	14,525	+5,547	$2,421,170	+66.0%	0.63%
NEE	Nextera Energy Inc Utilities	Added	24,400	+14,575	$2,141,585	+134.7%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,666	0	$1,834,428	+4.4%	0.48%
BAC	Bank Of America Corp /De/ Financial Services	Held	30,265	0	$1,724,499	+16.9%	0.45%
WMT	Walmart Inc. Consumer Defensive	Held	11,440	0	$1,295,693	−8.9%	0.34%
MRK	Merck & Co., Inc. Healthcare	Held	9,608	0	$1,234,628	+6.8%	0.32%
BA	Boeing Co Industrials	Held	5,600	0	$1,212,231	+8.8%	0.32%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,833	-405	$1,195,988	−16.6%	0.31%
UNP	Union Pacific Corp Industrials	Held	3,920	0	$1,066,240	+12.1%	0.28%
MMM	3M Co Industrials	Held	5,562	0	$900,543	+11.5%	0.23%
GS	Goldman Sachs Group Inc Financial Services	Reduced	795	-25	$804,038	+15.9%	0.21%
SPY	Spdr S&P 500 ETF Trust	Held	1,075	0	$802,777	+14.8%	0.21%
KO	Coca Cola Co Consumer Defensive	Held	8,600	0	$698,922	+6.9%	0.18%
FISV	Fiserv Inc	Reduced	13,266	-47,714	$650,696	−80.9%	0.17%
GEV	GE Vernova Inc. Industrials	Held	551	0	$647,347	+34.6%	0.17%
SYK	Stryker Corp Healthcare	Held	1,861	0	$585,915	−4.2%	0.15%
D	Dominion Energy, Inc Utilities	Held	8,157	0	$557,041	+10.5%	0.14%

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.