Kidder Stephen W
BOSTON, MA
$396m in 75 US stocks at the end of 30 June 2026. The top 10 are 51.3% of the money. It changed about 9.1% of the portfolio this quarter.
Value
$396m
Stocks
75
Top 10 share
51.3%
Turnover
9.1%
What changed this quarter
New
Bought for the first time this quarter.
- Roundhill ETF TrustDRAM0.2% of the fund
- ASML Holding NVASML0.1% of the fund
- Emerson ElectricEMR<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT3.4% of the fund+3%
- Eli LillyLLY2.3% of the fund+16%
- Vertex PharmaceuticalsVRTX1.8% of the fund+15%
- American ExpressAXP1.3% of the fund+14%
- BroadcomAVGO1.3% of the fund+29%
- Waste ConnectionsWCN0.6% of the fund+62%
- NextEra EnergyNEE0.5% of the fund+148%
- Canadian Pacific Kansas CityCP0.1% of the fund+43%
- Meta PlatformsMETA<0.1% of the fund+21%
Cut
Sold some of their stake.
- Advanced Micro DevicesAMD7.2% of the fund-10%
- AlphabetGOOGL6.7% of the fund-4%
- Analog DevicesADI4.3% of the fund-5%
- AptargroupATR1.8% of the fund-7%
- DanaherDHR1.7% of the fund-2%
- Canadian National RailwayCNI1.2% of the fund-5%
- Uber TechnologiesUBER1.0% of the fund-4%
- PepsiCoPEP0.3% of the fund-4%
- AlphabetGOOG0.2% of the fund-5%
- Goldman Sachs GroupGS0.2% of the fund-3%
- FiservFISV0.2% of the fund-78%
- Costco WholesaleCOST0.1% of the fund-5%
- Carrier GlobalCARR0.1% of the fund-53%
- Invesco Exchange Traded FD TRSP<0.1% of the fund-34%
- UnitedHealth GroupUNH<0.1% of the fund-92%
Sold out
Sold their entire stake.
- Gilead SciencesGILD-100%
- Nestle SA ADRNSRGY-100%
- Lockheed MartinLMT-100%
- Graphite One INC.com-100%
Holdings
- Schneider Elec SA ADRSBGSY
- Share
- 2.4%
- Value
- $9m
- Shares
- 142,926
Held
- Canadian National RailwayCNI
- Share
- 1.2%
- Value
- $5m
- Shares
- 39,510
-5%
- Roundhill ETF TrustDRAM
- Share
- 0.2%
- Value
- $919,432
- Shares
- 12,450
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $802,778
- Shares
- 1,075
Held
- Gabelli Utilites Fund Class AGAUAX
- Share
- 0.2%
- Value
- $701,894
- Shares
- 138,714
Held
- Ishares TRIVV
- Share
- 0.1%
- Value
- $449,334
- Shares
- 600
Held
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $340,432
- Shares
- 1,600
-34%
- Vanguard 500 Index AdmiralVFIAX
- Share
- <0.1%
- Value
- $259,462
- Shares
- 375
Held
- Australian Rare EarthsAREHF
- Share
- <0.1%
- Value
- $196,163
- Shares
- 2,700,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 10.0% | $39m | 136,410 | Held |
| Advanced Micro DevicesAMD | 7.2% | $28m | 48,845 | -10% |
| AlphabetGOOGL | 6.7% | $27m | 74,451 | -4% |
| NvidiaNVDA | 4.3% | $17m | 85,225 | Held |
| Analog DevicesADI | 4.3% | $17m | 42,788 | -5% |
| Johnson & JohnsonJNJ | 4.3% | $17m | 66,643 | Held |
| Applied MaterialsAMAT | 4.0% | $16m | 22,000 | Held |
| Amazon.comAMZN | 3.9% | $15m | 64,036 | Held |
| MicrosoftMSFT | 3.4% | $13m | 36,020 | +3% |
| MastercardMA | 3.3% | $13m | 25,433 | Held |
| RTXRTX | 3.1% | $12m | 65,321 | Held |
| Rockwell AutomationROK | 3.0% | $12m | 23,597 | Held |
| Automatic Data ProcessingADP | 2.8% | $11m | 50,181 | Held |
| TJX CompaniesTJX | 2.7% | $11m | 70,440 | Held |
| Home DepotHD | 2.5% | $10m | 28,217 | Held |
| Schneider Elec SA ADRSBGSY | 2.4% | $9m | 142,926 | Held |
| Eli LillyLLY | 2.3% | $9m | 7,715 | +16% |
| Procter & GamblePG | 2.3% | $9m | 61,507 | Held |
| Abbott LaboratoriesABT | 2.1% | $8m | 89,959 | Held |
| Vertex PharmaceuticalsVRTX | 1.8% | $7m | 14,603 | +15% |
| AptargroupATR | 1.8% | $7m | 56,968 | -7% |
| DanaherDHR | 1.7% | $7m | 35,014 | -2% |
| XylemXYL | 1.5% | $6m | 49,145 | Held |
| ChevronCVX | 1.4% | $6m | 34,120 | Held |
| American ExpressAXP | 1.3% | $5m | 15,684 | +14% |
| BroadcomAVGO | 1.3% | $5m | 13,438 | +29% |
| Canadian National RailwayCNI | 1.2% | $5m | 39,510 | -5% |
| DeereDE | 1.0% | $4m | 6,540 | Held |
| Uber TechnologiesUBER | 1.0% | $4m | 53,095 | -4% |
| Charles SchwabSCHW | 0.9% | $4m | 38,865 | Held |
| JPMorgan ChaseJPM | 0.8% | $3m | 9,803 | Held |
| AbbVieABBV | 0.8% | $3m | 12,496 | Held |
| ExxonMobil HoldingsXOM | 0.7% | $3m | 20,547 | Held |
| IntelINTC | 0.7% | $3m | 19,485 | Held |
| Waste ConnectionsWCN | 0.6% | $2m | 14,525 | +62% |
| NextEra EnergyNEE | 0.5% | $2m | 24,400 | +148% |
| Berkshire HathawayBRK-B | 0.5% | $2m | 3,666 | Held |
| Bank of AmericaBAC | 0.4% | $2m | 30,265 | Held |
| WalmartWMT | 0.3% | $1m | 11,440 | Held |
| MerckMRK | 0.3% | $1m | 9,608 | Held |
| BoeingBA | 0.3% | $1m | 5,600 | Held |
| PepsiCoPEP | 0.3% | $1m | 8,833 | -4% |
| Union PacificUNP | 0.3% | $1m | 3,920 | Held |
| AlphabetGOOG | 0.2% | $945,177 | 2,675 | -5% |
| Roundhill ETF TrustDRAM | 0.2% | $919,432 | 12,450 | New |
| 3MMMM | 0.2% | $900,543 | 5,562 | Held |
| Goldman Sachs GroupGS | 0.2% | $804,039 | 795 | -3% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $802,778 | 1,075 | Held |
| Gabelli Utilites Fund Class AGAUAX | 0.2% | $701,894 | 138,714 | Held |
| Coca-ColaKO | 0.2% | $698,922 | 8,600 | Held |
| FiservFISV | 0.2% | $650,697 | 13,266 | -78% |
| GE VernovaGEV | 0.2% | $647,348 | 551 | Held |
| StrykerSYK | 0.1% | $585,917 | 1,861 | Held |
| Dominion EnergyD | 0.1% | $557,042 | 8,157 | Held |
| Canadian Pacific Kansas CityCP | 0.1% | $535,497 | 6,180 | +43% |
| General ElectricGE | 0.1% | $491,454 | 1,315 | Held |
| ASML Holding NVASML | 0.1% | $451,116 | 230 | New |
| Ishares TRIVV | 0.1% | $449,334 | 600 | Held |
| Costco WholesaleCOST | 0.1% | $432,187 | 462 | -5% |
| State StreetSTT | 0.1% | $428,240 | 2,525 | Held |
| Carrier GlobalCARR | 0.1% | $416,627 | 5,680 | -53% |
| Broadridge Financial SolutionsBR | 0.1% | $404,002 | 2,950 | Held |
| Cisco SystemsCSCO | 0.1% | $397,015 | 3,380 | Held |
| VisaV | <0.1% | $373,968 | 1,090 | Held |
| Invesco Exchange Traded FD TRSP | <0.1% | $340,432 | 1,600 | -34% |
| Verizon CommunicationsVZ | <0.1% | $326,018 | 7,700 | Held |
| Air Products & ChemicalsAPD | <0.1% | $322,498 | 1,100 | Held |
| Meta PlatformsMETA | <0.1% | $321,638 | 571 | +21% |
| Bank of New York MellonBNY | <0.1% | $289,220 | 2,000 | Held |
| UnitedHealth GroupUNH | <0.1% | $280,550 | 675 | -92% |
| Vanguard 500 Index AdmiralVFIAX | <0.1% | $259,462 | 375 | Held |
| Bristol-Myers SquibbBMY | <0.1% | $236,242 | 4,100 | Held |
| Emerson ElectricEMR | <0.1% | $218,303 | 1,525 | New |
| AmgenAMGN | <0.1% | $215,461 | 595 | Held |
| Australian Rare EarthsAREHF | <0.1% | $196,163 | 2,700,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.9% since 30 June 2025.
Where the money is
Technology35.2%
Industrials15.2%
Health care13.6%
Retail & consumer9.1%
Financial services7.9%
Media & telecom7.1%
Everyday goods3.2%
Energy2.1%
Materials1.9%
Utilities1.3%
Other3.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.