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CIK: 0001314377
Total reported value
$395.6M
$395.6M
72 檔
20.8%
During the Q1 2024 filing period, Kidder Stephen W (CIK: 0001314377) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $395.6M across 72 reported positions.
During Q1 2024, Kidder Stephen W's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.71% | -0.28% | -3.27% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.81% | -0.41% | -5.48% | |
| 3 | ADP | Automatic Data Processing | Stock-Tech | 4.66% | -0.16% | -5.11% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.59% | +0.18% | -6.53% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.49% | -0.39% | -8.27% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 4.19% | -0.84% | -7.63% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 4.02% | +3.93% | -22.24% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.77% | -0.50% | -8.08% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.58% | -0.05% | -3.37% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.43% | +0.07% | -8.05% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 3.34% | -0.18% | -5.07% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 3.32% | -0.65% | -3.70% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 3.31% | -0.09% | -5.93% | |
| 14 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.30% | -0.06% | -7.24% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.19% | -0.32% | -5.94% | |
| 16 | ATR | Aptargroup Inc | Stock-Healthcare | 2.98% | -0.46% | -3.77% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.84% | -0.31% | -3.44% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.71% | +0.47% | -4.60% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.68% | -0.58% | -4.77% | |
| 20 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 2.45% | -0.06% | EXIT | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.43% | -0.60% | -4.69% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.20% | -0.59% | -2.33% | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 2.04% | -0.25% | -6.24% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.66% | -0.63% | -2.22% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.52% | -0.12% | -6.11% | |
| 26 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 1.30% | +0.09% | +33.59% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.02% | — | -7.19% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.89% | -0.03% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.32% | -18.94% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.01% | -5.66% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.04% | -0.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.06% | -4.37% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.55% | — | -8.85% | |
| 34 | CARR | Carrier Global CORP | Stock-Industrials | 0.47% | -0.09% | +501.76% | |
| 35 | BALL | Ball CORP | Stock-Consumer Disc | 0.44% | — | — | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 0.44% | — | -30.34% | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.41% | +0.44% | -3.36% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.40% | -0.02% | -1.50% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.03% | -0.44% | |
| 40 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.38% | — | -38.74% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | -0.01% | -5.98% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | +0.01% | — | |
| 43 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.37% | — | -23.61% | |
| 44 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.34% | — | +26.53% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.09% | +65.06% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.01% | -5.71% | |
| 47 | GAUAX | Gabelli Utilities-a | Stock-Other | 0.24% | -0.04% | — | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.21% | -0.01% | -5.34% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.21% | -0.03% | -0.99% | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.20% | -0.04% | — |
According to official SEC Form 13F filings, Kidder Stephen W reported a total U.S. public equity portfolio value of $395.6M across 72 disclosed positions in Q1 2024.
During Q1 2024, Kidder Stephen W's top holdings by market value included AAPL (7.7%)、MSFT (4.8%)、ADP (4.7%). The largest single position, AAPL, represented 7.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, ADP) accounted for 20.8% of total reported equity market value during Q1 2024.
In Q1 2024, Kidder Stephen W made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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