Kidder Stephen W

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 312Value: $320.8MLatest: 2025Q1

Kidder Stephen W is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 312 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Apple Inc.

AAPL|037833100

Shares:138.3K

Value:$30.7M

% of Portfolio:9.6% ($30.7M/$320.8M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:54.0K

Value:$16.5M

% of Portfolio:5.1% ($16.5M/$320.8M)

FISERV INC

FI|337738108

Shares:71.5K

Value:$15.8M

% of Portfolio:4.9% ($15.8M/$320.8M)

Mastercard Inc

MA|57636Q104

Shares:27.4K

Value:$15.0M

% of Portfolio:4.7% ($15.0M/$320.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:89.6K

Value:$13.9M

% of Portfolio:4.3% ($13.9M/$320.8M)

MICROSOFT CORP

MSFT|594918104

Shares:35.0K

Value:$13.1M

% of Portfolio:4.1% ($13.1M/$320.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:92.7K

Value:$12.3M

% of Portfolio:3.8% ($12.3M/$320.8M)

AMAZON COM INC

AMZN|023135106

Shares:62.9K

Value:$12.0M

% of Portfolio:3.7% ($12.0M/$320.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:70.4K

Value:$11.7M

% of Portfolio:3.6% ($11.7M/$320.8M)

RTX Corp

RTX|75513E101

Shares:81.8K

Value:$10.8M

% of Portfolio:3.4% ($10.8M/$320.8M)

NVIDIA CORP

NVDA|67066G104

Shares:96.3K

Value:$10.4M

% of Portfolio:3.3% ($10.4M/$320.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:60.2K

Value:$10.3M

% of Portfolio:3.2% ($10.3M/$320.8M)

HOME DEPOT, INC.

HD|437076102

Shares:27.2K

Value:$10.0M

% of Portfolio:3.1% ($10.0M/$320.8M)

ANALOG DEVICES INC

ADI|032654105

Shares:49.5K

Value:$10.0M

% of Portfolio:3.1% ($10.0M/$320.8M)

APTARGROUP, INC.

ATR|038336103

Shares:63.6K

Value:$9.4M

% of Portfolio:2.9% ($9.4M/$320.8M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:75.2K

Value:$9.2M

% of Portfolio:2.9% ($9.2M/$320.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:14.7K

Value:$7.7M

% of Portfolio:2.4% ($7.7M/$320.8M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:29.4K

Value:$7.6M

% of Portfolio:2.4% ($7.6M/$320.8M)

DANAHER CORP /DE/

DHR|235851102

Shares:36.6K

Value:$7.5M

% of Portfolio:2.3% ($7.5M/$320.8M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:66.3K

Value:$6.8M

% of Portfolio:2.1% ($6.8M/$320.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	138.3K	QoQ -0.80% (-1.1K) YoY -1.87% (-2.6K)	All Managers (Combined)	$30.7M	9.6% ($30.7M/$320.8M)	QoQ -12.01% (-$4.2M) YoY +27.10% (-$6.6M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	54.0K	QoQ -2.03% (-1.1K) YoY -7.78% (-4.6K)	All Managers (Combined)	$16.5M	5.1% ($16.5M/$320.8M)	QoQ +2.25% (-$362.9K) YoY +12.81% (-$1.9M)
FISERV INC(FIcusip337738108)	71.5K	QoQ -4.21% (-3.1K) YoY -13.12% (-10.8K)	All Managers (Combined)	$15.8M	4.9% ($15.8M/$320.8M)	QoQ +2.97% (-$455.9K) YoY +20.04% (-$2.6M)
Mastercard Inc(MAcusip57636Q104)	27.4K	QoQ -3.90% (-1.1K) YoY -6.09% (-1.8K)	All Managers (Combined)	$15.0M	4.7% ($15.0M/$320.8M)	QoQ +0.02% (-$3.9K) YoY +6.88% (-$969.5K)
Alphabet Inc.(GOOGLcusip02079K305)	89.6K	QoQ -2.06% (-1.9K) YoY -6.01% (-5.7K)	All Managers (Combined)	$13.9M	4.3% ($13.9M/$320.8M)	QoQ -19.99% (-$3.5M) YoY -3.70% (-$532.8K)
MICROSOFT CORP(MSFTcusip594918104)	35.0K	QoQ -0.76% (-270) YoY -2.36% (-847)	All Managers (Combined)	$13.1M	4.1% ($13.1M/$320.8M)	QoQ -11.62% (-$1.7M) YoY -12.88% (-$1.9M)
ABBOTT LABORATORIES(ABTcusip002824100)	92.7K	QoQ -0.02% (-24) YoY +1.21% (+1.1K)	All Managers (Combined)	$12.3M	3.8% ($12.3M/$320.8M)	QoQ +17.24% (-$1.8M) YoY +18.12% (+$1.9M)
AMAZON COM INC(AMZNcusip023135106)	62.9K	QoQ -1.14% (-726) YoY +1.12% (+698)	All Managers (Combined)	$12.0M	3.7% ($12.0M/$320.8M)	QoQ -14.26% (-$2.0M) YoY +6.66% (+$746.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	70.4K	QoQ -1.09% (-780) YoY -5.61% (-4.2K)	All Managers (Combined)	$11.7M	3.6% ($11.7M/$320.8M)	QoQ +13.41% (-$1.4M) YoY -1.04% (-$123.6K)
RTX Corp(RTXcusip75513E101)	81.8K	QoQ -2.31% (-1.9K) YoY -5.03% (-4.3K)	All Managers (Combined)	$10.8M	3.4% ($10.8M/$320.8M)	QoQ +11.81% (-$1.1M) YoY +28.98% (-$2.4M)
NVIDIA CORP(NVDAcusip67066G104)	96.3K	QoQ -3.73% (-3.7K) YoY +739.84% (+84.9K)	All Managers (Combined)	$10.4M	3.3% ($10.4M/$320.8M)	QoQ -22.30% (-$3.0M) YoY +0.73% (+$76.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	60.2K	QoQ -0.30% (-187) YoY -2.38% (-1.5K)	All Managers (Combined)	$10.3M	3.2% ($10.3M/$320.8M)	QoQ +1.33% (-$135.3K) YoY +2.52% (-$252.5K)
HOME DEPOT, INC.(HDcusip437076102)	27.2K	QoQ -0.57% (-157) YoY -0.20% (-55)	All Managers (Combined)	$10.0M	3.1% ($10.0M/$320.8M)	QoQ -6.32% (-$673.7K) YoY -4.65% (-$486.9K)
ANALOG DEVICES INC(ADIcusip032654105)	49.5K	QoQ -0.76% (-380) YoY -8.96% (-4.9K)	All Managers (Combined)	$10.0M	3.1% ($10.0M/$320.8M)	QoQ -5.80% (-$614.4K) YoY -7.18% (-$771.7K)
APTARGROUP, INC.(ATRcusip038336103)	63.6K	QoQ -0.60% (-389) YoY -1.89% (-1.2K)	All Managers (Combined)	$9.4M	2.9% ($9.4M/$320.8M)	QoQ -6.12% (-$616.1K) YoY +1.16% (-$108.8K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	75.2K	QoQ -0.36% (-278) YoY +0.42% (+316)	All Managers (Combined)	$9.2M	2.9% ($9.2M/$320.8M)	QoQ +0.44% (-$40.9K) YoY +20.60% (+$1.6M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	14.7K	QoQ +0.18% (+27) YoY +5.97% (+832)	All Managers (Combined)	$7.7M	2.4% ($7.7M/$320.8M)	QoQ +3.72% (+$277.5K) YoY +12.20% (+$840.0K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	29.4K	QoQ -0.72% (-214) YoY +0.72% (-210)	All Managers (Combined)	$7.6M	2.4% ($7.6M/$320.8M)	QoQ -10.24% (-$866.2K) YoY -10.67% (-$906.6K)
DANAHER CORP /DE/(DHRcusip235851102)	36.6K	QoQ +0.86% (-314) YoY +2.59% (-926)	All Managers (Combined)	$7.5M	2.3% ($7.5M/$320.8M)	QoQ -9.92% (-$826.0K) YoY -15.77% (-$1.4M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	66.3K	QoQ +1.60% (-1.0K) YoY -4.97% (-3.5K)	All Managers (Combined)	$6.8M	2.1% ($6.8M/$320.8M)	QoQ -13.58% (-$1.1M) YoY -45.90% (-$5.8M)