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CIK: 0001314377
Total reported value
$395.6M
$395.6M
76 檔
26.0%
As reported in its official Q1 2026 Form 13F filing, Kidder Stephen W's tracked investment portfolio stood at $395.6M with 76 total positions.
In Q1 2026, Kidder Stephen W adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, JNJ) accounted for 26.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.26% | -0.28% | -0.41% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.55% | +0.18% | -5.49% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.78% | -0.50% | -0.84% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.40% | -0.09% | -0.35% | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 4.23% | +0.07% | -6.28% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.91% | -0.05% | +1.72% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | -0.41% | +2.64% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 3.71% | -0.58% | -7.13% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.69% | -0.39% | -0.22% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.30% | -0.60% | -2.75% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 3.24% | +3.93% | -2.87% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 3.00% | -0.16% | -0.72% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 2.71% | -0.65% | -0.32% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.70% | -0.18% | +1.00% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.60% | -0.32% | +1.98% | |
| 16 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.48% | +0.47% | -0.66% | |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.27% | +0.09% | +0.57% | |
| 18 | ATR | Aptargroup Inc | Stock-Healthcare | 2.26% | -0.46% | -2.40% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 2.24% | +1.78% | +10.91% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 2.06% | -0.63% | -0.29% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 2.00% | -0.31% | -1.08% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.80% | +0.54% | +16.27% | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 1.72% | -0.25% | +0.35% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.67% | +0.16% | +2.06% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.25% | -0.06% | -10.49% | |
| 26 | AXP | American Express Co | Stock-Financials | 1.22% | +0.12% | +23.49% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 1.17% | -0.20% | +18.10% | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.08% | -0.03% | -0.08% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.06% | -0.15% | +24.08% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.32% | -3.69% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 1.00% | -0.84% | -8.48% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.33% | +96.91% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.04% | -2.00% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.01% | -0.20% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | -0.59% | -46.09% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.06% | -4.56% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.01% | — | |
| 38 | WCN | Waste Connections Inc | Stock-Industrials | 0.43% | +0.18% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | -0.12% | -3.85% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.09% | -3.78% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | -0.03% | -4.00% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.33% | -0.02% | — | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | -0.01% | — | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.27% | +0.27% | +171.03% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.25% | +0.44% | -9.10% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | — | -9.83% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.24% | -0.01% | -5.12% | |
| 48 | GAUAX | Gabelli Utilities-a | Stock-Other | 0.22% | -0.04% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | -0.01% | -4.44% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.9% | -0.84% | Trim |
| 2 | AMAT | Applied Materials Inc | +0.8% | +10.91% | Add |
| 3 | CVX | Chevron CORP | +0.6% | -0.29% | Trim |
| 4 | ADI | Analog Devices Inc | +0.5% | -6.28% | Trim |
| 5 | AVGO | Broadcom Inc | +0.4% | +96.91% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | -3.69% | Trim |
| 7 | DE | Deere & Co | +0.2% | -0.08% | Trim |
| 8 | NEE | Nextera Energy Inc | +0.2% | +171.03% | Add |
| 9 | SCHW | Schwab (charles) CORP | +0.2% | +24.08% | Add |
| 10 | PG | Procter & Gamble Co/the | +0.2% | +1.98% | Add |
| 11 | TJX | Tjx Companies Inc | +0.2% | -2.75% | Trim |
| 12 | ATR | Aptargroup Inc | +0.1% | -2.40% | Trim |
| 13 | UBER | Uber Technologies Inc | +0.1% | +18.10% | Add |
| 14 | SBGSY | Schneider Elect Se-unsp Adr | +0.1% | +0.57% | Add |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +2.06% | Add |
| 16 | RTX | Rtx CORP | +0.1% | -7.13% | Trim |
| 17 | AXP | American Express Co | +0.1% | +23.49% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +16.27% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -3.78% | Trim |
| 20 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 21 | MRK | Merck & Co. Inc. | 0% | -4.00% | Trim |
| 22 | INTC | Intel CORP | 0% | -9.10% | Trim |
| 23 | PEP | Pepsico Inc | 0% | -3.85% | Trim |
| 24 | HD | Home Depot Inc | 0% | +1.00% | Add |
| 25 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 26 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 27 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 28 | GAUAX | Gabelli Utilities-a | 0% | — | Unchanged |
| 29 | KO | Coca-cola Co/the | 0% | -2.27% | Trim |
| 30 | D | Dominion Energy Inc | 0% | — | Unchanged |
| 31 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 32 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 33 | SYK | Stryker CORP | — | — | Unchanged |
| 34 | V | Visa Inc-class A Shares | — | +3.32% | Add |
| 35 | GE | General Electric | — | — | Unchanged |
| 36 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 37 | CSCO | Cisco Systems Inc | — | -6.89% | Trim |
| 38 | VFIAX | Vanguard 500 Index-adm | — | — | Unchanged |
| 39 | BNY | Bank Of New York Mellon CORP | — | — | Unchanged |
| 40 | META | Meta Platforms Inc-class A | — | +14.60% | Add |
| 41 | ABBV | Abbvie Inc | 0% | -0.20% | Trim |
| 42 | BA | Boeing Co/the | 0% | — | Unchanged |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -4.44% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | -7.69% | Trim |
| 45 | STT | State Street CORP | 0% | -10.62% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.56% | Trim |
| 47 | MMM | 3m Co | 0% | -5.12% | Trim |
| 48 | ✓ | 0% | — | Unchanged | |
| 49 | CNI | Canadian Natl Railway Co | 0% | -10.49% | Trim |
| 50 | BAC | Bank Of America CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Kidder Stephen W reported a total U.S. public equity portfolio value of $395.6M across 76 disclosed positions in Q1 2026.
During Q1 2026, Kidder Stephen W's top holdings by market value included AAPL (10.3%)、GOOGL (6.5%)、JNJ (4.8%). The largest single position, AAPL, represented 10.3% of total portfolio value.
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Top New Position Initiated
WCN
市值: $1.5M
Top Position Liquidated / Trimmed
RMD
前期市值: $224.5K
In Q1 2026, Kidder Stephen W made 63 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 36 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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