Holders — by stockHoldings — by fund
Kidder Stephen W
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001314377
$395.6M
disclosed book value
75
positions
10%
largest position share
Positions, as of 2026-06-30
top 92 of 75 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE | 136,410 | $39.5M | 10% |
| 2 | AMDADVANCED MICRO DEVICES | 48,845 | $28.4M | 7.2% |
| 3 | GOOGLALPHABET INC CL A | 74,451 | $26.6M | 6.7% |
| 4 | NVDANVIDIA CORP | 85,225 | $17.1M | 4.3% |
| 5 | ADIANALOG DEVICES | 42,788 | $17.0M | 4.3% |
| 6 | JNJJOHNSON AND JOHNSON | 66,643 | $16.9M | 4.3% |
| 7 | AMATAPPLIED MATERIAL | 22,000 | $15.9M | 4% |
| 8 | AMZNAMAZON.COM | 64,036 | $15.3M | 3.9% |
| 9 | MSFTMICROSOFT | 36,020 | $13.4M | 3.4% |
| 10 | MAMASTERCARD | 25,433 | $13.1M | 3.3% |
| 11 | RTXRTX CORPORATION | 65,321 | $12.4M | 3.1% |
| 12 | ROKROCKWELL AUTOMATION | 23,597 | $11.7M | 3% |
| 13 | ADPAUTOMATIC DATA PROCESSING | 50,181 | $11.2M | 2.8% |
| 14 | TJXTJX COS | 70,440 | $10.7M | 2.7% |
| 15 | HDHOME DEPOT | 28,217 | $10.0M | 2.5% |
| 16 | SBGSYSCHNEIDER ELEC SA ADR | 142,926 | $9.3M | 2.4% |
| 17 | ABTABBOTT LABS | 89,959 | $8.2M | 2.1% |
| 18 | VRTXVERTEX PHARMACEUTICALS | 14,603 | $7.3M | 1.8% |
| 19 | ATRAPTARGROUP | 56,968 | $7.1M | 1.8% |
| 20 | DHRDANAHER CORP | 35,014 | $6.7M | 1.7% |
| 21 | XYLXYLEM INC | 49,145 | $5.8M | 1.5% |
| 22 | CVXCHEVRON | 34,120 | $5.7M | 1.4% |
| 23 | AXPAMERICAN EXPRESS | 15,684 | $5.3M | 1.3% |
| 24 | AVGOBROADCOM INC | 13,438 | $5.1M | 1.3% |
| 25 | CNICANADIAN NATL RAILWAY | 39,510 | $4.7M | 1.2% |
| 26 | LLYELI LILLY & CO | 3,443 | $4.1M | 1% |
| 27 | UBERUBER TECHNOLOGIES INC | 53,095 | $3.8M | 1% |
| 28 | SCHWCHARLES SCHWAB | 38,865 | $3.6M | 0.9% |
| 29 | PGPROCTER & GAMBLE | 23,786 | $3.5M | 0.9% |
| 30 | JPMJPMORGAN CHASE | 9,803 | $3.2M | 0.8% |
| 31 | ABBVABBVIE | 12,496 | $3.1M | 0.8% |
| 32 | XOMEXXON MOBIL | 20,547 | $2.8M | 0.7% |
| 33 | INTCINTEL | 19,485 | $2.7M | 0.7% |
| 34 | PGPROCTER & GAMBLE | 17,540 | $2.6M | 0.7% |
| 35 | WCNWASTE CONNECTIONS INC NEW | 14,525 | $2.4M | 0.6% |
| 36 | LLYELI LILLY & CO | 1,993 | $2.4M | 0.6% |
| 37 | DEDEERE & CO | 3,600 | $2.3M | 0.6% |
| 38 | NEENEXTERA ENERGY | 24,400 | $2.1M | 0.5% |
| 39 | BRK/BBERKSHIRE HATHAWAY CL B | 3,666 | $1.8M | 0.5% |
| 40 | PGPROCTER & GAMBLE | 12,230 | $1.8M | 0.5% |
| 41 | DEDEERE & CO | 2,820 | $1.8M | 0.5% |
| 42 | BACBANK OF AMERICA | 30,265 | $1.7M | 0.4% |
| 43 | LLYELI LILLY & CO | 1,275 | $1.5M | 0.4% |
| 44 | WMTWAL-MART STORES | 11,440 | $1.3M | 0.3% |
| 45 | MRKMERCK | 9,608 | $1.2M | 0.3% |
| 46 | BABOEING | 5,600 | $1.2M | 0.3% |
| 47 | PEPPEPSICO | 8,833 | $1.2M | 0.3% |
| 48 | UNPUNION PACIFIC | 3,920 | $1.1M | 0.3% |
| 49 | GOOGALPHABET INC CL C | 2,675 | $945,177 | 0.2% |
| 50 | DRAMROUNDHILL MEMORY ETF | 12,450 | $919,432 | 0.2% |
| 51 | MMM3M | 5,562 | $900,543 | 0.2% |
| 52 | GSGOLDMAN SACHS GROUP | 795 | $804,039 | 0.2% |
| 53 | LLYELI LILLY & CO | 626 | $750,843 | 0.2% |
| 54 | PGPROCTER & GAMBLE | 4,796 | $703,285 | 0.2% |
| 55 | GAUAXGABELLI UTILITES FUND CLASS A | 138,714 | $701,894 | 0.2% |
| 56 | KOCOCA COLA | 8,600 | $698,922 | 0.2% |
| 57 | FISVFISERV | 13,266 | $650,697 | 0.2% |
| 58 | GEVGE VERNOVA INC COM | 551 | $647,348 | 0.2% |
| 59 | SPYSPDR S&P 500 ETF | 800 | $597,416 | 0.2% |
| 60 | SYKSTRYKER CORP | 1,861 | $585,917 | 0.1% |
| 61 | DDOMINION RES INC | 8,157 | $557,042 | 0.1% |
| 62 | CPCANADIAN PACIFIC KANSAS CITY L | 6,180 | $535,497 | 0.1% |
| 63 | GEGENERAL ELECTRIC | 1,315 | $491,454 | 0.1% |
| 64 | ASMLASML HOLDING NV | 230 | $451,116 | 0.1% |
| 65 | IVVISHARES S&P 500 | 600 | $449,334 | 0.1% |
| 66 | COSTCOSTCO WHOLESALE | 462 | $432,187 | 0.1% |
| 67 | STTSTATE STREET | 2,525 | $428,240 | 0.1% |
| 68 | CARRCARRIER GLOBAL | 5,680 | $416,627 | 0.1% |
| 69 | BRBROADRIDGE FINANCIAL SOLUTIONS | 2,950 | $404,002 | 0.1% |
| 70 | CSCOCISCO SYS INC | 3,380 | $397,015 | 0.1% |
| 71 | PGPROCTER & GAMBLE | 2,590 | $379,798 | 0.1% |
| 72 | VVISA | 1,090 | $373,968 | 0.1% |
| 73 | LLYELI LILLY & CO | 295 | $353,832 | 0.1% |
| 74 | RSPINVESCO S & P 500 EQUAL WEIGHT | 1,600 | $340,432 | 0.1% |
| 75 | VZVERIZON COMMUNICATIONS | 7,700 | $326,018 | 0.1% |
| 76 | APDAIR PRODUCTS & CHEM | 1,100 | $322,498 | 0.1% |
| 77 | METAMETA PLATFORMS INC | 571 | $321,638 | 0.1% |
| 78 | BNYBANK NEW YORK MELLON | 2,000 | $289,220 | 0.1% |
| 79 | UNHUNITEDHEALTH GROUP | 675 | $280,550 | 0.1% |
| 80 | VFIAXVANGUARD 500 INDEX FD ADMIRAL | 375 | $259,462 | 0.1% |
| 81 | BMYBRISTOL-MYERS SQUIBB | 4,100 | $236,242 | 0.1% |
| 82 | EMREMERSON ELECTRIC | 1,525 | $218,303 | 0.1% |
| 83 | AMGNAMGEN INC | 595 | $215,461 | 0.1% |
| 84 | SPYSPDR S&P 500 ETF | 275 | $205,362 | 0.1% |
| 85 | AUSTRALIAN RARE EARTHS LTD | 2.7M | $196,163 | 0% |
| 86 | LLYELI LILLY & CO | 75 | $89,957 | 0% |
| 87 | PGPROCTER & GAMBLE | 500 | $73,320 | 0% |
| 88 | DEDEERE & CO | 50 | $31,716 | 0% |
| 89 | DEDEERE & CO | 45 | $28,545 | 0% |
| 90 | DEDEERE & CO | 25 | $15,858 | 0% |
| 91 | LLYELI LILLY & CO | 8 | $9,595 | 0% |
| 92 | PGPROCTER & GAMBLE | 65 | $9,532 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.