Kidder Stephen W
CIK 1314377 · View on SEC EDGAR ↗
- Portfolio value
- $71.7M
- Positions
- 76
- As of
- March 31, 2026 Data as of Q1 2026
#8,564 of 9,443 by 13F value · top 90.7%
Portfolio value QoQ: -1.3% 13F does not disclose cash
- Top 10 holdings weight
- 41.54%
- Top 25 holdings weight
- 73.00%
- Positions above 1%
- 34
- Effective number of positions
- 36.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 2.14% Est. buys $3,136,594 · sells $1,541,690
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 84.4% still held
- New positions
- 7
- Increased
- 23
- Decreased
- 25
- Closed
- 3
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +7.4% · S&P 500: +9.2%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 93.9% · Options excluded: 0.0%
Sector breakdown
Technology
23.6%
Industrials
18.6%
Healthcare
15.7%
Retail
8.6%
Communication Services
6.2%
Financial Services
5.9%
Energy
4.2%
Consumer products
2.4%
Financials
2.3%
Packaging
1.9%
Consumer Staples
1.2%
Utilities
1.0%
Telecommunication
0.5%
Materials
0.4%
Communications
0.3%
Other/Unmapped
7.1%
Full portfolio 76 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $4,169,620 | 5.81% | 14,500 | $-519,120 | Down ×3 | ||
| JNJ Johnson & Johnson Common Stock | $3,939,151 | 5.49% | 16,115 | $606,221 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,929,684 | 5.48% | 15,484 | $-228,958 | Up ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $3,029,211 | 4.22% | 14,909 | $-893,804 | Down ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,969,160 | 4.14% | 17,025 | $-150,052 | Up ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $2,708,644 | 3.78% | 8,514 | $404,800 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,372,820 | 3.31% | 11,393 | $-228,291 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2,292,833 | 3.20% | 6,194 | $-463,317 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $2,272,953 | 3.17% | 4,549 | $-309,708 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $2,114,184 | 2.95% | 10,960 | $43,598 | Down ×5 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,101,239 | 2.93% | 12,385 | $578,336 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,030,435 | 2.83% | 9,981 | $-63,193 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $1,795,028 | 2.50% | 11,240 | $48,482 | Down ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,713,781 | 2.39% | 11,865 | $155,285 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $1,706,991 | 2.38% | 16,626 | $-406,150 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,667,887 | 2.32% | 5,670 | $-223,544 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,560,912 | 2.18% | 4,746 | $-3,367 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,497,040 | 2.09% | 4,380 | $546,177 | Up ×3 | ||
| SBGSY | $1,482,564 | 2.07% | 27,238 | $-832 | Up ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $1,472,844 | 2.05% | 4,104 | $-143,353 | Down ×5 | ||
| ATR AptarGroup, Inc. Common Stock | $1,367,947 | 1.91% | 10,855 | $39,193 | Down ×3 | ||
| DHR Danaher Corporation Common Stock | $1,154,664 | 1.61% | 6,090 | $-300,123 | Down ×2 | ||
| BA Boeing Company (The) Common Stock | $1,089,689 | 1.52% | 5,475 | $-99,043 | |||
| BRKB | $969,422 | 1.35% | 2,023 | $-122,836 | Down ×1 | ||
| XYL Xylem Inc. Common Stock New | $963,767 | 1.34% | 8,065 | $-124,992 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $951,042 | 1.33% | 1,034 | $26,817 | Up ×4 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $949,344 | 1.32% | 2,126 | $19,503 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $910,774 | 1.27% | 4,402 | $247,486 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $885,563 | 1.23% | 3,650 | $41,245 | |||
| INTC Intel Corporation - Common Stock | $859,873 | 1.20% | 19,485 | $68,922 | Down ×2 | ||
| MMM 3M Company Common Stock | $807,769 | 1.13% | 5,562 | $-130,737 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $799,928 | 1.12% | 6,650 | $68,371 | Down ×1 | ||
| Unknown issuer (CUSIP: 36240E202) | $739,347 | 1.03% | 138,714 | $40,228 | |||
| CNI Canadian National Railway Company Common Stock | $736,861 | 1.03% | 7,170 | $-60,364 | Down ×5 | ||
| ABBV AbbVie Inc. Common Stock | $686,181 | 0.96% | 3,155 | $-40,417 | Down ×3 | ||
| UBER Uber Technologies, Inc. Common Stock | $679,019 | 0.95% | 9,440 | $84,579 | Up ×4 | ||
| AXP American Express Company Common Stock | $666,061 | 0.93% | 2,202 | $-38,694 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $637,281 | 0.89% | 2,059 | $273,184 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $555,165 | 0.77% | 7,300 | $30,840 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $508,168 | 0.71% | 1,878 | $-347,807 | Down ×2 | ||
| D Dominion Energy, Inc. Common Stock | $504,266 | 0.70% | 8,157 | $26,347 | |||
| BR Broadridge Financial Solutions, Inc. Common Stock | $479,316 | 0.67% | 2,950 | $-179,035 | |||
| FISV Fiserv, Inc. - Common Stock | $473,184 | 0.66% | 8,480 | $-184,410 | Down ×2 | ||
| RSP | $463,487 | 0.65% | 2,415 | Up ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $412,572 | 0.58% | 4,390 | $50,398 | Up ×3 | ||
| IVV | $391,926 | 0.55% | 600 | $-53,285 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $386,540 | 0.54% | 7,700 | $72,919 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $319,539 | 0.45% | 1,100 | $47,817 | |||
| PEP PepsiCo, Inc. - Common Stock | $288,063 | 0.40% | 1,855 | $305 | Down ×3 | ||
| GE GE Aerospace Common Stock | $288,027 | 0.40% | 1,015 | $-24,623 | |||
| Unknown issuer (CUSIP: Q1076Z101) | $260,763 | 0.36% | 2,700,000 | Up ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $248,665 | 0.35% | 4,100 | $27,511 | |||
| COST Costco Wholesale Corporation - Common Stock | $242,132 | 0.34% | 243 | $32,583 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $237,260 | 0.33% | 2,000 | $5,080 | |||
| Unknown issuer (CUSIP: 922908710) | $225,896 | 0.31% | 375 | $-11,012 | |||
| LMT Lockheed Martin Corporation Common Stock | $211,536 | 0.29% | 350 | Up ×1 | |||
| CARR Carrier Global Corporation Common Stock | $211,162 | 0.29% | 3,750 | $-45,112 | Down ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $209,493 | 0.29% | 2,700 | $1,512 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $205,967 | 0.29% | 360 | $7,940 | Up ×1 | ||
| NSRGY | $205,137 | 0.29% | 2,070 | $-24,033 | Down ×5 | ||
| Unknown issuer (CUSIP: 38871F953) | $198,931 | 0.28% | 225,000 | $-127,165 | |||
| NEE NextEra Energy, Inc. Common Stock | $192,726 | 0.27% | 2,075 | $34,173 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $192,038 | 0.27% | 220 | $48,253 | |||
| AMGN Amgen Inc. - Common Stock | $191,758 | 0.27% | 545 | Up ×1 | |||
| SPY SPY | $178,843 | 0.25% | 275 | $-42,781 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $173,992 | 0.24% | 1,400 | $18,018 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $126,898 | 0.18% | 150 | $-4,952 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $104,249 | 0.15% | 748 | Up ×1 | |||
| CP Canadian Pacific Kansas City Limited Common Shares | $97,145 | 0.14% | 1,235 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $93,229 | 0.13% | 325 | $-11,266 | Down ×1 | ||
| WCN Waste Connections, Inc. Common Shares | $86,581 | 0.12% | 533 | Up ×1 | |||
| V Visa Inc. | $32,642 | 0.05% | 108 | $7,040 | Up ×1 | ||
| SYK Stryker Corporation Common Stock | $21,687 | 0.03% | 66 | $-1,510 | |||
| DE Deere & Company Common Stock | $19,715 | 0.03% | 35 | $3,420 | |||
| BAC Bank of America Corporation Common Stock | $9,750 | 0.01% | 200 | $-1,250 | |||
| STT State Street Corporation Common Stock | $9,492 | 0.01% | 75 | $-184 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CRM | Dec. 31, 2025 | 1,966 | $465,942 | -23.8% |
| PAYX | Dec. 31, 2025 | 2,040 | $258,590 | 9.6% |
| AON | June 30, 2025 | 625 | $249,431 | -2.0% |
| BMY | Sept. 30, 2025 | 4,750 | $219,877 | 50.8% |
| FIS | Sept. 30, 2025 | 2,700 | $219,807 | -36.3% |
| BALL | Sept. 30, 2025 | 3,825 | $214,544 | 24.8% |
| NVO | Dec. 31, 2025 | 3,745 | $207,810 | -7.7% |
| RMD | March 31, 2025 | 888 | $203,077 | 1.9% |
| PTC | Dec. 31, 2025 | 1,000 | $203,020 | -13.0% |
| CB | Sept. 30, 2025 | 660 | $191,215 | 23.3% |
| MKC | March 31, 2026 | 2,085 | $142,009 | 11.3% |
| EMR | March 31, 2026 | 700 | $92,904 | 21.2% |
| BDX | March 31, 2025 | 250 | $56,717 | 3.2% |
| RMD | March 31, 2026 | 75 | $18,065 | 1.6% |
| GIS | June 30, 2025 | 210 | $12,556 | -24.1% |