Kidder Stephen W
CIK 1314377 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $71.7M
- Posisi
- 76
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#8.564 dari 9.443 berdasarkan nilai 13F · top 90.7%
Nilai portofolio QoQ: -1.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 41,54%
- Bobot 25 kepemilikan teratas
- 73,00%
- Posisi di atas 1%
- 34
- Jumlah posisi efektif
- 36,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 2,14% Perkiraan pembelian $3.136.594 · penjualan $1.541.690
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q1 2026 · 84,4% masih dipegang
- Posisi baru
- 7
- Meningkat
- 23
- Menurun
- 25
- Tertutup
- 3
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +7.4% · S&P 500: +9.2%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 93,9% · Opsi dikecualikan: 0,0%
Rincian sektor
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%
Lainnya/Tidak terpetakan
7,1%
Portofolio lengkap 76 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $4.169.620 | 5,81% | 14.500 | $-519.120 | Turun ×3 | ||
| JNJ Johnson & Johnson Common Stock | $3.939.151 | 5,49% | 16.115 | $606.221 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.929.684 | 5,48% | 15.484 | $-228.958 | Naik ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $3.029.211 | 4,22% | 14.909 | $-893.804 | Turun ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.969.160 | 4,14% | 17.025 | $-150.052 | Naik ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $2.708.644 | 3,78% | 8.514 | $404.800 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.372.820 | 3,31% | 11.393 | $-228.291 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.292.833 | 3,20% | 6.194 | $-463.317 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $2.272.953 | 3,17% | 4.549 | $-309.708 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $2.114.184 | 2,95% | 10.960 | $43.598 | Turun ×5 | ||
| XOM Exxon Mobil Corporation Common Stock | $2.101.239 | 2,93% | 12.385 | $578.336 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.030.435 | 2,83% | 9.981 | $-63.193 | Naik ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $1.795.028 | 2,50% | 11.240 | $48.482 | Turun ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1.713.781 | 2,39% | 11.865 | $155.285 | Naik ×1 | ||
| ABT Abbott Laboratories Common Stock | $1.706.991 | 2,38% | 16.626 | $-406.150 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.667.887 | 2,32% | 5.670 | $-223.544 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.560.912 | 2,18% | 4.746 | $-3.367 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.497.040 | 2,09% | 4.380 | $546.177 | Naik ×3 | ||
| SBGSY | $1.482.564 | 2,07% | 27.238 | $-832 | Naik ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $1.472.844 | 2,05% | 4.104 | $-143.353 | Turun ×5 | ||
| ATR AptarGroup, Inc. Common Stock | $1.367.947 | 1,91% | 10.855 | $39.193 | Turun ×3 | ||
| DHR Danaher Corporation Common Stock | $1.154.664 | 1,61% | 6.090 | $-300.123 | Turun ×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 | Turun ×1 | ||
| XYL Xylem Inc. Common Stock New | $963.767 | 1,34% | 8.065 | $-124.992 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $951.042 | 1,33% | 1.034 | $26.817 | Naik ×4 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $949.344 | 1,32% | 2.126 | $19.503 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $910.774 | 1,27% | 4.402 | $247.486 | Naik ×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 | Turun ×2 | ||
| MMM 3M Company Common Stock | $807.769 | 1,13% | 5.562 | $-130.737 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $799.928 | 1,12% | 6.650 | $68.371 | Turun ×1 | ||
| Penerbit tidak dikenal (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 | Turun ×5 | ||
| ABBV AbbVie Inc. Common Stock | $686.181 | 0,96% | 3.155 | $-40.417 | Turun ×3 | ||
| UBER Uber Technologies, Inc. Common Stock | $679.019 | 0,95% | 9.440 | $84.579 | Naik ×4 | ||
| AXP American Express Company Common Stock | $666.061 | 0,93% | 2.202 | $-38.694 | Naik ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $637.281 | 0,89% | 2.059 | $273.184 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $555.165 | 0,77% | 7.300 | $30.840 | Turun ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $508.168 | 0,71% | 1.878 | $-347.807 | Turun ×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 | Turun ×2 | ||
| RSP | $463.487 | 0,65% | 2.415 | Naik ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $412.572 | 0,58% | 4.390 | $50.398 | Naik ×3 | ||
| IVV | $391.926 | 0,55% | 600 | $-53.285 | Turun ×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 | Turun ×3 | ||
| GE GE Aerospace Common Stock | $288.027 | 0,40% | 1.015 | $-24.623 | |||
| Penerbit tidak dikenal (CUSIP: Q1076Z101) | $260.763 | 0,36% | 2.700.000 | Naik ×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 | |||
| Penerbit tidak dikenal (CUSIP: 922908710) | $225.896 | 0,31% | 375 | $-11.012 | |||
| LMT Lockheed Martin Corporation Common Stock | $211.536 | 0,29% | 350 | Naik ×1 | |||
| CARR Carrier Global Corporation Common Stock | $211.162 | 0,29% | 3.750 | $-45.112 | Turun ×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 | Naik ×1 | ||
| NSRGY | $205.137 | 0,29% | 2.070 | $-24.033 | Turun ×5 | ||
| Penerbit tidak dikenal (CUSIP: 38871F953) | $198.931 | 0,28% | 225.000 | $-127.165 | |||
| NEE NextEra Energy, Inc. Common Stock | $192.726 | 0,27% | 2.075 | $34.173 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $192.038 | 0,27% | 220 | $48.253 | |||
| AMGN Amgen Inc. - Common Stock | $191.758 | 0,27% | 545 | Naik ×1 | |||
| SPY SPY | $178.843 | 0,25% | 275 | $-42.781 | Turun ×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 | Naik ×1 | |||
| CP Canadian Pacific Kansas City Limited Common Shares | $97.145 | 0,14% | 1.235 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $93.229 | 0,13% | 325 | $-11.266 | Turun ×1 | ||
| WCN Waste Connections, Inc. Common Shares | $86.581 | 0,12% | 533 | Naik ×1 | |||
| V Visa Inc. | $32.642 | 0,05% | 108 | $7.040 | Naik ×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 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ADP | Dipangkas | -342 | -$894K |
| JNJ | Beli lebih banyak | +10 | +$606K |
| XOM | Dipangkas | -270 | +$578K |
| AMAT | Beli lebih banyak | +680 | +$546K |
| GOOGL | Dipangkas | -480 | -$519K |
| MSFT | Beli lebih banyak | +495 | -$463K |
| ABT | Dipangkas | -240 | -$406K |
| ADI | Beli lebih banyak | +19 | +$405K |
| UNH | Dipangkas | -715 | -$348K |
| MA | Beli lebih banyak | +25 | -$310K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CRM | 31 Des. 2025 | 1.966 | $465.942 | -23,8% |
| PAYX | 31 Des. 2025 | 2.040 | $258.590 | 9,6% |
| AON | 30 Juni 2025 | 625 | $249.431 | -2,0% |
| BMY | 30 Sep. 2025 | 4.750 | $219.877 | 50,8% |
| FIS | 30 Sep. 2025 | 2.700 | $219.807 | -36,3% |
| BALL | 30 Sep. 2025 | 3.825 | $214.544 | 24,8% |
| NVO | 31 Des. 2025 | 3.745 | $207.810 | -7,7% |
| RMD | 31 Maret 2025 | 888 | $203.077 | 1,9% |
| PTC | 31 Des. 2025 | 1.000 | $203.020 | -13,0% |
| CB | 30 Sep. 2025 | 660 | $191.215 | 23,3% |
| MKC | 31 Maret 2026 | 2.085 | $142.009 | 11,3% |
| EMR | 31 Maret 2026 | 700 | $92.904 | 21,2% |
| BDX | 31 Maret 2025 | 250 | $56.717 | 3,2% |
| RMD | 31 Maret 2026 | 75 | $18.065 | 1,6% |
| GIS | 30 Juni 2025 | 210 | $12.556 | -24,1% |