Institutions / Kidder Stephen W

Kidder Stephen W

CIK 1314377 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$340.13M
Positions
76
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$340.13M-4.1%
$354.65M$347.39M$340.13MQ4 '25Q1 '26

Positions

76+4.1%
767573Q4 '25Q1 '26

Top holdings

CompanyClassValueShares% of portfolio
Apple Inc.โ€”$34.89M137,46810.3%
Alphabet Inc.โ€”$22.28M77,4896.6%
Johnson & Johnsonโ€”$16.27M66,5614.8%
NVIDIA Corpโ€”$14.97M85,8624.4%
Analog Devices Incโ€”$14.38M45,2144.2%
Amazon.com Incโ€”$13.29M63,8163.9%
Microsoft Corpโ€”$12.96M35,0053.8%
RTX Corpโ€”$12.63M65,4613.7%
Mastercard Incโ€”$12.57M25,1523.7%
TJX Cos Inc/Theโ€”$11.23M70,3103.3%
Advanced Micro Devices Incโ€”$11.03M54,2413.2%
Automatic Data Processing Incโ€”$10.19M50,1513.0%
Abbott Laboratoriesโ€”$9.21M89,7122.7%
Home Depot, Inc.โ€”$9.18M27,8982.7%
PROCTER & GAMBLE Coโ€”$8.83M61,1422.6%
Rockwell Automation Incโ€”$8.43M23,4812.5%
Schneider Elec SA Adrโ€”$7.72M141,7612.3%
Aptargroup, Inc.โ€”$7.69M61,0232.3%
Applied Materials Inc /Deโ€”$7.61M22,2652.2%
Chevron Corpโ€”$7.02M33,9352.1%
Danaher Corp /Deโ€”$6.79M35,8092.0%
ELI LILLY & Coโ€”$6.13M6,6611.8%
Xylem Inc.โ€”$5.84M48,9001.7%
Vertex Pharmaceuticals Inc / Maโ€”$5.68M12,7161.7%
Canadian Natl Railwayโ€”$4.26M41,4401.3%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
TrimUnitedhealth Group Inc
Common stock
$-1.93M-7K
-46.09%
8,340
0.66% of portfolio
low
Q1 2026
as of
AddBroadcom Inc.
Common stock
$1.59M+5K
+96.91%
10,456
0.95% of portfolio
low
Q1 2026
as of
NewWaste Connections Inc
Common stock
$1.46M+9K
8,978
0.43% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-1.29M-4K
-5.49%
77,489
6.55% of portfolio
low
Q1 2026
as of
TrimRTX Corp
Common stock
$-969.9K-5K
-7.13%
65,461
3.71% of portfolio
low
Q1 2026
as of
TrimAnalog Devices Inc
Common stock
$-964.0K-3K
-6.28%
45,214
4.23% of portfolio
low
Q1 2026
as of
TrimCARRIER GLOBAL Corp
Common stock
$-904.6K-16K
-57.18%
12,030
0.20% of portfolio
low
Q1 2026
as of
AddELI LILLY & Co
Common stock
$857.2K+932
+16.27%
6,661
1.80% of portfolio
low
Q1 2026
as of
AddAmerican Express Co
Common stock
$790.1K+3K
+23.49%
13,730
1.22% of portfolio
low
Q1 2026
as of
AddApplied Materials Inc /De
Common stock
$748.5K+2K
+10.91%
22,265
2.24% of portfolio
low