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CIK: 0001314377
Total reported value
$395.6M
$395.6M
74 檔
23.3%
According to the latest 13F quarterly dataset, Kidder Stephen W managed an equity portfolio of $395.6M at the end of Q2 2025, spanning 74 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | 8.58% | -0.28% | +0.54% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.16% | -0.41% | -1.33% | |
| 3 | ADP | Automatic Data Processing | Stock-Tech | 4.80% | -0.16% | -4.16% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.70% | +0.18% | -1.03% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.47% | -0.09% | -2.35% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 4.32% | -0.39% | -6.76% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.17% | -0.05% | +0.47% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 3.72% | -0.65% | -1.92% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 3.69% | -0.84% | -0.42% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.50% | +0.07% | -1.12% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 3.42% | -0.58% | -4.68% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.13% | -0.50% | -3.21% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 3.04% | -0.18% | +1.34% | |
| 14 | ATR | Aptargroup Inc | Stock-Healthcare | 2.97% | -0.46% | -0.86% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.84% | -0.32% | -1.30% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 2.81% | +3.93% | -0.49% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.70% | -0.60% | -3.27% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.52% | +0.47% | -14.21% | |
| 19 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.24% | +0.09% | +0.54% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 2.17% | -0.31% | -0.31% | |
| 21 | CARR | Carrier Global CORP | Stock-Industrials | 2.02% | -0.09% | +0.28% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 1.90% | -0.25% | -0.32% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.77% | -0.06% | -7.62% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.62% | +0.16% | +1.37% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.46% | -0.63% | +0.68% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.40% | -0.59% | +1.50% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.23% | — | -0.77% | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.00% | -0.03% | -2.09% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.04% | -2.72% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.54% | +92.62% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.73% | — | +16.15% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.01% | -1.44% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.32% | -1.84% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.61% | — | +70.63% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.60% | -0.20% | +105.88% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.06% | -5.46% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.12% | -12.63% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.01% | -0.25% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.09% | -2.25% | |
| 40 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.38% | -0.06% | EXIT | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.37% | -0.02% | — | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.30% | -0.15% | — | |
| 43 | AXP | American Express Co | Stock-Financials | 0.29% | +0.12% | — | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | -0.01% | -0.27% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.01% | -1.61% | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.28% | -0.01% | +3.59% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.22% | +1.78% | — | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.03% | +0.87% | |
| 49 | BR | Broadridge Financial Solutio | Stock-Tech | 0.22% | -0.04% | — | |
| 50 | GAUAX | Gabelli Utilities-a | Stock-Other | 0.21% | -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 74 disclosed positions in Q2 2025.
During Q2 2025, Kidder Stephen W's top holdings by market value included AAPL (8.6%)、MSFT (5.2%)、ADP (4.8%). The largest single position, AAPL, represented 8.6% 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 23.3% of total reported equity market value during Q2 2025.
In Q2 2025, 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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