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:

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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.6K

Value:$280.6K

% of Portfolio:0.1% ($280.6K/$320.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.3K

Value:$263.2K

% of Portfolio:0.1% ($263.2K/$320.8M)

STATE STREET CORP

STT|857477103

Shares:2.9K

Value:$259.6K

% of Portfolio:0.1% ($259.6K/$320.8M)

GENERAL MILLS INC

GIS|370334104

Shares:4.3K

Value:$254.7K

% of Portfolio:0.1% ($254.7K/$320.8M)

Chubb Ltd

CB|H1467J104

Shares:830

Value:$250.7K

% of Portfolio:0.1% ($250.7K/$320.8M)

Aon plc

AON|G0403H108

Shares:625

Value:$249.4K

% of Portfolio:0.1% ($249.4K/$320.8M)

922908710

Shares:400

Value:$207.1K

% of Portfolio:0.1% ($207.1K/$320.8M)

B798FW902

Shares:3.5K

Value:$204.4K

% of Portfolio:0.1% ($204.4K/$320.8M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:2.9K

Value:$203.8K

% of Portfolio:0.1% ($203.8K/$320.8M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:2.7K

Value:$201.6K

% of Portfolio:0.1% ($201.6K/$320.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.6K	QoQ 0.00% (+0) YoY -11.53% (-600)	All Managers (Combined)	$280.6K	0.1% ($280.6K/$320.8M)	QoQ +7.83% (+$20.4K) YoY -0.51% (-$1.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.3K	QoQ 0.00% (+0) YoY -47.96% (-1.2K)	All Managers (Combined)	$263.2K	0.1% ($263.2K/$320.8M)	QoQ +20.00% (+$43.9K) YoY -40.66% (-$180.4K)
STATE STREET CORP(STTcusip857477103)	2.9K	QoQ 0.00% (-0) YoY -18.30% (-650)	All Managers (Combined)	$259.6K	0.1% ($259.6K/$320.8M)	QoQ -8.78% (-$25.0K) YoY -5.41% (-$14.8K)
GENERAL MILLS INC(GIScusip370334104)	4.3K	QoQ -23.38% (-1.3K) YoY -29.58% (-1.8K)	All Managers (Combined)	$254.7K	0.1% ($254.7K/$320.8M)	QoQ -28.16% (-$99.9K) YoY -39.83% (-$168.6K)
Chubb Ltd(CBcusipH1467J104)	830	QoQ 0.00% (+0) YoY -22.13% (-236)	All Managers (Combined)	$250.7K	0.1% ($250.7K/$320.8M)	QoQ +9.29% (+$21.3K) YoY -9.26% (-$25.6K)
Aon plc(AONcusipG0403H108)	625	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$249.4K	0.1% ($249.4K/$320.8M)	QoQ +11.11% (+$25.0K) YoY +19.58% (+$40.9K)
(cusip922908710)✕	400	QoQ 0.00% (-0) YoY NEW(+400)	All Managers (Combined)	$207.1K	0.1% ($207.1K/$320.8M)	QoQ -4.61% (-$10.0K) YoY NEW(+$207.1K)
(cusipB798FW902)✕	3.5K	QoQ -10.19% (-400) YoY -54.51% (-4.2K)	All Managers (Combined)	$204.4K	0.1% ($204.4K/$320.8M)	QoQ -7.77% (-$17.2K) YoY -54.89% (-$248.8K)
NEXTERA ENERGY INC(NEEcusip65339F101)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$203.8K	0.1% ($203.8K/$320.8M)	QoQ -1.11% (-$2.3K) YoY NEW(+$203.8K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	2.7K	QoQ -6.89% (-200) YoY -12.90% (-400)	All Managers (Combined)	$201.6K	0.1% ($201.6K/$320.8M)	QoQ -13.91% (-$32.6K) YoY -12.31% (-$28.3K)