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CIK: 0001314377
Total reported value
$395.6M
$395.6M
73 檔
27.9%
According to the latest 13F quarterly dataset, Kidder Stephen W managed an equity portfolio of $395.6M at the end of Q4 2025, spanning 73 distinct U.S. exchange-listed positions.
In Q4 2025, Kidder Stephen W adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.58% | -0.28% | -0.45% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.24% | +0.18% | -5.83% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.65% | -0.41% | +0.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -0.09% | -3.36% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.08% | -0.05% | +0.15% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 4.06% | -0.39% | -0.76% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.92% | -0.50% | -0.13% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 3.69% | +0.07% | -0.67% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 3.66% | -0.16% | -0.21% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 3.65% | -0.58% | -3.26% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 3.37% | +3.93% | -10.11% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 3.18% | -0.65% | -0.22% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.13% | -0.60% | -0.27% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.68% | -0.18% | +0.02% | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.59% | +0.47% | +0.23% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.42% | -0.32% | +0.06% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.34% | -0.31% | +0.47% | |
| 18 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.18% | +0.09% | +0.12% | |
| 19 | ATR | Aptargroup Inc | Stock-Healthcare | 2.15% | -0.46% | -0.27% | |
| 20 | XYL | Xylem Inc | Stock-Industrials | 1.87% | -0.25% | +0.13% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.54% | +40.14% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.59% | +0.16% | +1.31% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.46% | -0.63% | +0.09% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 1.45% | +1.78% | +67.19% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.44% | -0.59% | +10.97% | |
| 26 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.29% | -0.06% | -5.29% | |
| 27 | FISV | Fiserv Inc | Stock-Other | 1.26% | -0.84% | -6.19% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.16% | +0.12% | +68.05% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 1.07% | -0.20% | +42.83% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.04% | — | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.87% | -0.15% | +64.27% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.86% | -0.03% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | -0.01% | -0.28% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.32% | +0.14% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.06% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.33% | — | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.01% | — | |
| 38 | CARR | Carrier Global CORP | Stock-Industrials | 0.42% | -0.09% | -69.17% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.12% | -7.42% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.09% | -3.06% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.34% | -0.02% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | -0.03% | -2.40% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | — | -3.84% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.26% | -0.01% | — | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.26% | -0.01% | — | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.22% | +0.44% | -0.07% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.01% | -26.23% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | — | -2.96% | |
| 49 | GAUAX | Gabelli Utilities-a | Stock-Other | 0.20% | -0.04% | — | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.19% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | -5.83% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.9% | +40.14% | Add |
| 3 | AMAT | Applied Materials Inc | +0.8% | +67.19% | Add |
| 4 | AXP | American Express Co | +0.5% | +68.05% | Add |
| 5 | AMD | Advanced Micro Devices | +0.5% | -10.11% | Trim |
| 6 | AAPL | Apple Inc | +0.5% | -0.45% | Trim |
| 7 | SCHW | Schwab (charles) CORP | +0.4% | +64.27% | Add |
| 8 | JNJ | Johnson & Johnson | +0.4% | -0.13% | Trim |
| 9 | DHR | Danaher CORP | +0.3% | +0.47% | Add |
| 10 | ADI | Analog Devices Inc | +0.3% | -0.67% | Trim |
| 11 | ROK | Rockwell Automation Inc | +0.2% | +0.23% | Add |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +1.31% | Add |
| 13 | RTX | Rtx CORP | +0.2% | -3.26% | Trim |
| 14 | UBER | Uber Technologies Inc | +0.2% | +42.83% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +0.15% | Add |
| 16 | TJX | Tjx Companies Inc | +0.1% | -0.27% | Trim |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +10.97% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -2.40% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -3.84% | Trim |
| 20 | XOM | Exxon Mobil CORP | 0% | +0.14% | Add |
| 21 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 22 | INTC | Intel CORP | 0% | -0.07% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 24 | WMT | Walmart Inc | 0% | -3.06% | Trim |
| 25 | GS | Goldman Sachs Group Inc | 0% | -2.96% | Trim |
| 26 | STT | State Street CORP | 0% | — | Unchanged |
| 27 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 29 | DE | Deere & Co | — | — | Unchanged |
| 30 | MMM | 3m Co | — | — | Unchanged |
| 31 | GEV | GE Vernova Inc | — | — | Unchanged |
| 32 | NEE | Nextera Energy Inc | — | — | Unchanged |
| 33 | KO | Coca-cola Co/the | — | -2.76% | Trim |
| 34 | CSCO | Cisco Systems Inc | — | -6.44% | Trim |
| 35 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 36 | GE | General Electric | — | — | Unchanged |
| 37 | VFIAX | Vanguard 500 Index-adm | — | — | Unchanged |
| 38 | EMR | Emerson Electric Co | — | — | Unchanged |
| 39 | BR | Broadridge Financial Solutio | 0% | — | Unchanged |
| 40 | COST | Costco Wholesale CORP | 0% | -2.01% | Trim |
| 41 | VZ | Verizon Communications Inc | 0% | -3.53% | Trim |
| 42 | GAUAX | Gabelli Utilities-a | 0% | — | Unchanged |
| 43 | RMD | Resmed Inc | 0% | — | Unchanged |
| 44 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 45 | D | Dominion Energy Inc | 0% | — | Unchanged |
| 46 | ✓ | Novozymes A S Dkk 2.0 | 0% | -13.07% | Trim |
| 47 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 48 | BA | Boeing Co/the | 0% | — | Unchanged |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 50 | ABBV | Abbvie Inc | 0% | -0.28% | Trim |
According to official SEC Form 13F filings, Kidder Stephen W reported a total U.S. public equity portfolio value of $395.6M across 73 disclosed positions in Q4 2025.
During Q4 2025, Kidder Stephen W's top holdings by market value included AAPL (10.6%)、GOOGL (7.2%)、MSFT (4.7%). The largest single position, AAPL, represented 10.6% 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, GOOGL, MSFT) accounted for 27.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVGO
市值: $1.8M
Top Position Liquidated / Trimmed
CRM
前期市值: $2.3M
In Q4 2025, Kidder Stephen W made 55 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 30 holdings, and fully liquidating 4 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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