Kidder-Stephen-W

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ATR",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  null,
  "D",
  "GIS",
  "HD",
  "UNP",
  null,
  "MA",
  "MSFT",
  "FIS",
  "GE",
  "PAYX",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "ROK",
  null,
  null,
  "RTX",
  "SYK",
  "TJX",
  "UBER",
  "VRTX",
  "AON",
  "AMD",
  "FI",
  "NVO",
  "AMZN",
  "V",
  "WMT",
  "XYL",
  "CRM",
  "ADP",
  "BALL",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "BR",
  "CNI",
  "CARR",
  "CVX",
  "CB",
  "KO",
  "COST",
  "DHR",
  "DE",
  "ADI",
  "NEE",
  "STT",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 312
Total Value: 320777276
Accession Number: 0001215208-25-000002
Form Type: 13F-HR
CIK: kidder-stephen-w
Manager Name: Kidder-Stephen-W

Data Enrichment

94% identified

294 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

312 positions • $320.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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80687P106

Shares:139.0K

Value:$6.4M

% of Portfolio:2.0% ($6.4M/$320.8M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:61.1K

Value:$6.0M

% of Portfolio:1.9% ($6.0M/$320.8M)

Xylem Inc.

XYL|98419M100

Shares:49.1K

Value:$5.9M

% of Portfolio:1.8% ($5.9M/$320.8M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:91.5K

Value:$5.8M

% of Portfolio:1.8% ($5.8M/$320.8M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:12.0K

Value:$5.8M

% of Portfolio:1.8% ($5.8M/$320.8M)

CHEVRON CORP

CVX|166764100

Shares:33.7K

Value:$5.6M

% of Portfolio:1.8% ($5.6M/$320.8M)

MCCORMICK & CO INC

MKC|579780206

Shares:54.6K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$320.8M)

DEERE & CO

DE|244199105

Shares:6.7K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$320.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:12.8K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$320.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:21.8K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$320.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.5K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$320.8M)

PEPSICO INC

PEP|713448108

Shares:15.6K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$320.8M)

641069406

Shares:21.9K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$320.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.1K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$320.8M)

Salesforce, Inc.

CRM|79466L302

Shares:7.6K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$320.8M)

ELI LILLY & Co

LLY|532457108

Shares:1.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$320.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:30.4K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$320.8M)

NOVO NORDISK A S

NVO|670100205

Shares:17.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$320.8M)

Walmart Inc.

WMT|931142103

Shares:13.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$320.8M)

BOEING CO

BA|097023105

Shares:5.8K

Value:$993.5K

% of Portfolio:0.3% ($993.5K/$320.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip80687P106)✕	139.0K	QoQ +3.31% (-4.5K) YoY +54.72% (+49.2K)	All Managers (Combined)	$6.4M	2.0% ($6.4M/$320.8M)	QoQ -4.42% (-$295.8K) YoY +56.84% (+$2.3M)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	61.1K	QoQ -11.26% (-7.8K) YoY -22.22% (-17.5K)	All Managers (Combined)	$6.0M	1.9% ($6.0M/$320.8M)	QoQ -14.80% (-$1.0M) YoY -42.45% (-$4.4M)
Xylem Inc.(XYLcusip98419M100)	49.1K	QoQ -0.32% (-158) YoY -0.65% (-323)	All Managers (Combined)	$5.9M	1.8% ($5.9M/$320.8M)	QoQ +2.63% (-$150.5K) YoY -8.17% (-$521.7K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	91.5K	QoQ +8.72% (+7.3K) YoY +257.92% (+66.0K)	All Managers (Combined)	$5.8M	1.8% ($5.8M/$320.8M)	QoQ +0.98% (+$56.8K) YoY +290.37% (+$4.3M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	12.0K	QoQ +16.76% (+1.7K) YoY +1988.30% (+11.4K)	All Managers (Combined)	$5.8M	1.8% ($5.8M/$320.8M)	QoQ +40.57% (+$1.7M) YoY +2322.07% (+$5.6M)
CHEVRON CORP(CVXcusip166764100)	33.7K	QoQ -0.32% (-109) YoY +1.84% (+609)	All Managers (Combined)	$5.6M	1.8% ($5.6M/$320.8M)	QoQ +15.12% (-$740.0K) YoY +8.00% (+$417.6K)
MCCORMICK & CO INC(MKCcusip579780206)	54.6K	QoQ +16.88% (+7.9K) YoY NEW(+54.6K)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$320.8M)	QoQ +26.19% (+$932.4K) YoY NEW(+$4.5M)
DEERE & CO(DEcusip244199105)	6.7K	QoQ -0.07% (-5) YoY -0.96% (-65)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$320.8M)	QoQ +10.69% (-$304.0K) YoY +13.17% (-$366.3K)
AbbVie Inc.(ABBVcusip00287Y109)	12.8K	QoQ -1.34% (-175) YoY -3.63% (-485)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$320.8M)	QoQ +16.32% (-$377.5K) YoY +10.87% (-$263.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	21.8K	QoQ 0.00% (+0) YoY -0.22% (-50)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$320.8M)	QoQ +10.56% (+$247.4K) YoY +2.07% (-$52.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.5K	QoQ 0.00% (+0) YoY -6.07% (-682)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$320.8M)	QoQ +2.33% (+$58.9K) YoY +15.02% (-$337.7K)
PEPSICO INC(PEPcusip713448108)	15.6K	QoQ -21.19% (-4.2K) YoY -42.55% (-11.6K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$320.8M)	QoQ -22.29% (-$671.0K) YoY -50.78% (-$2.4M)
(cusip641069406)✕	21.9K	QoQ -49.35% (-21.4K) YoY -69.64% (-50.3K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$320.8M)	QoQ -37.29% (-$1.3M) YoY -71.08% (-$5.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.1K	QoQ -1.19% (-50) YoY -2.92% (-125)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$320.8M)	QoQ +16.09% (-$305.8K) YoY +22.93% (-$411.6K)
Salesforce, Inc.(CRMcusip79466L302)	7.6K	QoQ +94.55% (+3.7K) YoY NEW(+7.6K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$320.8M)	QoQ +56.16% (+$737.6K) YoY NEW(+$2.1M)
ELI LILLY & Co(LLYcusip532457108)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$320.8M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	30.4K	QoQ 0.00% (-0) YoY -0.57% (-175)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$320.8M)	QoQ -5.05% (-$67.5K) YoY +9.41% (-$109.1K)
NOVO NORDISK A S(NVOcusip670100205)	17.2K	QoQ +576.18% (+14.6K) YoY +459.44% (+14.1K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$320.8M)	QoQ +445.84% (+$974.1K) YoY +202.55% (+$798.4K)
Walmart Inc.(WMTcusip931142103)	13.3K	QoQ -2.38% (-325) YoY -15.62% (-2.5K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$320.8M)	QoQ -5.14% (-$63.4K) YoY +23.11% (-$219.4K)
BOEING CO(BAcusip097023105)	5.8K	QoQ 0.00% (-0) YoY -11.13% (-730)	All Managers (Combined)	$993.5K	0.3% ($993.5K/$320.8M)	QoQ -3.64% (-$37.6K) YoY -21.46% (-$271.6K)