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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UNION PACIFIC CORP

UNP|907818108

Shares:4.1K

Value:$972.1K

% of Portfolio:0.3% ($972.1K/$320.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.6K

Value:$867.1K

% of Portfolio:0.3% ($867.1K/$320.8M)

3M CO

MMM|88579Y101

Shares:5.9K

Value:$866.5K

% of Portfolio:0.3% ($866.5K/$320.8M)

BALL Corp

BALL|058498106

Shares:15.3K

Value:$795.6K

% of Portfolio:0.2% ($795.6K/$320.8M)

Merck & Co., Inc.

MRK|58933Y105

Shares:8.8K

Value:$785.8K

% of Portfolio:0.2% ($785.8K/$320.8M)

Uber Technologies, Inc

UBER|90353T100

Shares:10.4K

Value:$756.3K

% of Portfolio:0.2% ($756.3K/$320.8M)

36240E202

Shares:138.7K

Value:$731.0K

% of Portfolio:0.2% ($731.0K/$320.8M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:3.0K

Value:$715.3K

% of Portfolio:0.2% ($715.3K/$320.8M)

STRYKER CORP

SYK|863667101

Shares:1.8K

Value:$686.8K

% of Portfolio:0.2% ($686.8K/$320.8M)

COCA COLA CO

KO|191216100

Shares:8.3K

Value:$598.0K

% of Portfolio:0.2% ($598.0K/$320.8M)

Alphabet Inc.

GOOG|02079K107

Shares:3.4K

Value:$531.2K

% of Portfolio:0.2% ($531.2K/$320.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:970

Value:$529.9K

% of Portfolio:0.2% ($529.9K/$320.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:544

Value:$514.5K

% of Portfolio:0.2% ($514.5K/$320.8M)

DOMINION ENERGY, INC

D|25746U109

Shares:8.2K

Value:$457.4K

% of Portfolio:0.1% ($457.4K/$320.8M)

INTEL CORP

INTC|458140100

Shares:19.7K

Value:$448.3K

% of Portfolio:0.1% ($448.3K/$320.8M)

464287200

IVV|464287200

Shares:750

Value:$421.4K

% of Portfolio:0.1% ($421.4K/$320.8M)

VISA INC.

V|92826C839

Shares:1.0K

Value:$365.2K

% of Portfolio:0.1% ($365.2K/$320.8M)

PAYCHEX INC

PAYX|704326107

Shares:2.2K

Value:$335.6K

% of Portfolio:0.1% ($335.6K/$320.8M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.1K

Value:$324.4K

% of Portfolio:0.1% ($324.4K/$320.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.7K

Value:$303.1K

% of Portfolio:0.1% ($303.1K/$320.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	4.1K	QoQ 0.00% (+0) YoY -12.81% (-605)	All Managers (Combined)	$972.1K	0.3% ($972.1K/$320.8M)	QoQ +3.59% (+$33.7K) YoY -16.25% (-$188.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.6K	QoQ -4.90% (-80) YoY -6.06% (-100)	All Managers (Combined)	$867.1K	0.3% ($867.1K/$320.8M)	QoQ -9.23% (-$88.3K) YoY +0.46% (-$4.0K)
3M CO(MMMcusip88579Y101)	5.9K	QoQ 0.00% (+0) YoY -4.83% (-300)	All Managers (Combined)	$866.5K	0.3% ($866.5K/$320.8M)	QoQ +13.76% (+$104.8K) YoY +31.75% (-$208.8K)
BALL Corp(BALLcusip058498106)	15.3K	QoQ -77.72% (-53.3K) YoY -25.96% (-5.4K)	All Managers (Combined)	$795.6K	0.2% ($795.6K/$320.8M)	QoQ -78.95% (-$3.0M) YoY -42.77% (-$594.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	8.8K	QoQ 0.00% (-0) YoY -3.84% (-350)	All Managers (Combined)	$785.8K	0.2% ($785.8K/$320.8M)	QoQ -9.77% (-$85.1K) YoY -34.58% (-$415.5K)
Uber Technologies, Inc(UBERcusip90353T100)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$756.3K	0.2% ($756.3K/$320.8M)	QoQ NEW(+$756.3K) YoY NEW(+$756.3K)
(cusip36240E202)✕	138.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$731.0K	0.2% ($731.0K/$320.8M)	QoQ +2.92% (+$20.8K) YoY -2.94% (-$22.2K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	3.0K	QoQ 0.00% (+0) YoY -3.27% (-100)	All Managers (Combined)	$715.3K	0.2% ($715.3K/$320.8M)	QoQ +7.24% (+$48.3K) YoY +14.47% (-$90.4K)
STRYKER CORP(SYKcusip863667101)	1.8K	QoQ 0.00% (+0) YoY +2.38% (+43)	All Managers (Combined)	$686.8K	0.2% ($686.8K/$320.8M)	QoQ +3.38% (+$22.5K) YoY +6.50% (+$41.9K)
COCA COLA CO(KOcusip191216100)	8.3K	QoQ -1.53% (-130) YoY -12.83% (-1.2K)	All Managers (Combined)	$598.0K	0.2% ($598.0K/$320.8M)	QoQ +13.27% (-$70.1K) YoY +2.03% (-$11.9K)
Alphabet Inc.(GOOGcusip02079K107)	3.4K	QoQ -5.76% (-208) YoY -5.55% (-200)	All Managers (Combined)	$531.2K	0.2% ($531.2K/$320.8M)	QoQ -22.69% (-$155.9K) YoY -3.09% (-$17.0K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	970	QoQ +44.77% (+300) YoY +44.77% (+300)	All Managers (Combined)	$529.9K	0.2% ($529.9K/$320.8M)	QoQ +38.11% (+$146.2K) YoY +89.35% (+$250.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	544	QoQ +102.23% (+275) YoY NEW(+544)	All Managers (Combined)	$514.5K	0.2% ($514.5K/$320.8M)	QoQ +108.74% (+$268.0K) YoY NEW(+$514.5K)
DOMINION ENERGY, INC(Dcusip25746U109)	8.2K	QoQ 0.00% (+0) YoY -13.58% (-1.3K)	All Managers (Combined)	$457.4K	0.1% ($457.4K/$320.8M)	QoQ +4.10% (+$18.0K) YoY -1.49% (-$6.9K)
INTEL CORP(INTCcusip458140100)	19.7K	QoQ -4.82% (-1.0K) YoY -31.41% (-9.0K)	All Managers (Combined)	$448.3K	0.1% ($448.3K/$320.8M)	QoQ +7.80% (-$32.5K) YoY -64.73% (-$822.9K)
(IVVcusip464287200)	750	QoQ 0.00% (-0) YoY -11.76% (-100)	All Managers (Combined)	$421.4K	0.1% ($421.4K/$320.8M)	QoQ -4.54% (-$20.1K) YoY -5.69% (-$25.4K)
VISA INC.(Vcusip92826C839)	1.0K	QoQ -2.34% (-25) YoY +2.55% (+26)	All Managers (Combined)	$365.2K	0.1% ($365.2K/$320.8M)	QoQ +8.29% (-$28.0K) YoY +28.79% (+$81.6K)
PAYCHEX INC(PAYXcusip704326107)	2.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$335.6K	0.1% ($335.6K/$320.8M)	QoQ +10.02% (+$30.6K) YoY +25.63% (+$68.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$324.4K	0.1% ($324.4K/$320.8M)	QoQ +1.68% (+$5.4K) YoY +21.73% (+$57.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.7K	QoQ 0.00% (+0) YoY +4.40% (+282)	All Managers (Combined)	$303.1K	0.1% ($303.1K/$320.8M)	QoQ +13.42% (+$35.9K) YoY +12.86% (+$34.6K)