Kidder Stephen W

CIK

1314377

Location

BOSTON, MA

Portfolio Value

Micro $319,539

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

1 positions · $319,539 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
APD	Air Products & Chemicals, Inc. Basic Materials	Held	1,100	0	$319,539	+17.6%	100.00%