Kidder Stephen W Portfolio Stock Holdings
Kidder Stephen W disclosed 76 stock positions valued at approximately $340.1 million in its latest SEC 13F filing. The largest holdings include APPLE, ALPHABET INC CL A, and JOHNSON AND JOHNSON. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 76
- Portfolio Value
- $340.1M
Holdings by Sector
Kidder Stephen W Portfolio Holdings in Q1 2026
73 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE | AAPL | Technology | 10.26% | 137,468 | -567 | -0.41% | $34,888,108 |
| ALPHABET INC CL A | GOOGL | Communication Services | 6.55% | 77,489 | -4,498 | -5.49% | $22,282,736 |
| JOHNSON AND JOHNSON | JNJ | Healthcare | 4.78% | 66,561 | -563 | -0.84% | $16,270,170 |
| NVIDIA CORP | NVDA | Technology | 4.40% | 85,862 | -300 | -0.35% | $14,974,333 |
| ANALOG DEVICES | ADI | Technology | 4.23% | 45,214 | -3,030 | -6.28% | $14,384,381 |
| AMAZON.COM | AMZN | Consumer Cyclical | 3.91% | 63,816 | +1,079 | +1.72% | $13,290,958 |
| MICROSOFT | MSFT | Technology | 3.81% | 35,005 | +900 | +2.64% | $12,957,801 |
| RTX CORPORATION | RTX | Industrials | 3.71% | 65,461 | -5,028 | -7.13% | $12,627,425 |
| MASTERCARD | MA | Financial Services | 3.69% | 25,152 | -56 | -0.22% | $12,567,448 |
| TJX COS | TJX | Consumer Cyclical | 3.30% | 70,310 | -1,985 | -2.75% | $11,228,506 |
| ADVANCED MICRO DEVICES | AMD | Technology | 3.24% | 54,241 | -1,602 | -2.87% | $11,034,247 |
| AUTOMATIC DATA PROCESSING | ADP | Technology | 3.00% | 50,151 | -362 | -0.72% | $10,189,680 |
| ABBOTT LABS | ABT | Healthcare | 2.71% | 89,712 | -290 | -0.32% | $9,210,731 |
| HOME DEPOT | HD | Consumer Cyclical | 2.70% | 27,898 | +276 | +1.00% | $9,175,373 |
| PROCTER & GAMBLE | PG | Consumer Defensive | 2.60% | 61,142 | +12,744 | +26.33% | $8,831,352 |
| ROCKWELL AUTOMATION | ROK | Industrials | 2.48% | 23,481 | -155 | -0.66% | $8,426,861 |
| SCHNEIDER ELEC SA ADR | SBGSY | Industrials | 2.27% | 141,761 | +810 | +0.57% | $7,716,051 |
| APTARGROUP | ATR | Healthcare | 2.26% | 61,023 | -1,500 | -2.40% | $7,690,119 |
| APPLIED MATERIAL | AMAT | Technology | 2.24% | 22,265 | +2,190 | +10.91% | $7,609,954 |
| CHEVRON | CVX | Energy | 2.06% | 33,935 | -100 | -0.29% | $7,021,151 |
| DANAHER CORP | DHR | Healthcare | 2.00% | 35,809 | -390 | -1.08% | $6,789,386 |
| ELI LILLY & CO | LLY | Healthcare | 1.80% | 6,661 | +497 | +8.06% | $6,126,588 |
| XYLEM INC | XYL | Industrials | 1.72% | 48,900 | +170 | +0.35% | $5,843,548 |
| VERTEX PHARMACEUTICALS | VRTX | Healthcare | 1.67% | 12,716 | +257 | +2.06% | $5,678,202 |
| CANADIAN NATL RAILWAY | CNI | Industrials | 1.25% | 41,440 | -4,855 | -10.49% | $4,258,790 |
| AMERICAN EXPRESS | AXP | Financial Services | 1.22% | 13,730 | +2,612 | +23.49% | $4,153,050 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.17% | 55,100 | +8,445 | +18.10% | $3,963,342 |
| DEERE & CO | DE | Industrials | 1.08% | 6,550 | +5 | +0.08% | $3,689,614 |
| CHARLES SCHWAB | SCHW | Financial Services | 1.06% | 38,310 | +7,435 | +24.08% | $3,600,373 |
| EXXON MOBIL | XOM | Energy | 1.03% | 20,622 | -790 | -3.69% | $3,498,728 |
| FISERV | FI | Technology | 1.00% | 60,980 | -5,652 | -8.48% | $3,402,684 |
| BROADCOM INC | AVGO | Technology | 0.95% | 10,456 | +5,146 | +96.91% | $3,236,236 |
| JPMORGAN CHASE | JPM | Financial Services | 0.85% | 9,803 | -200 | -2.00% | $2,883,650 |
| ABBVIE | ABBV | Healthcare | 0.80% | 12,481 | -25 | -0.20% | $2,714,493 |
| UNITEDHEALTH GROUP | UNH | Healthcare | 0.66% | 8,340 | -7,130 | -46.09% | $2,256,720 |
| BERKSHIRE HATHAWAY CL B | BRK-B | Financial Services | 0.52% | 3,666 | -175 | -4.56% | $1,756,748 |
| BANK OF AMERICA | BAC | Financial Services | 0.43% | 30,265 | - | - | $1,475,419 |
| WASTE CONNECTIONS INC NEW | WCN | Industrials | 0.43% | 8,978 | +8,978 | +100.00% | $1,458,386 |
| PEPSICO | PEP | Consumer Defensive | 0.42% | 9,238 | -370 | -3.85% | $1,434,569 |
| WAL-MART STORES | WMT | Consumer Defensive | 0.42% | 11,440 | -450 | -3.78% | $1,421,763 |
| MERCK | MRK | Healthcare | 0.34% | 9,608 | -400 | -4.00% | $1,155,746 |
| BOEING | BA | Industrials | 0.33% | 5,600 | - | - | $1,114,568 |
| UNION PACIFIC | UNP | Industrials | 0.28% | 3,920 | - | - | $951,070 |
| NEXTERA ENERGY | NEE | Utilities | 0.27% | 9,825 | +6,200 | +171.03% | $912,546 |
| INTEL | INTC | Technology | 0.25% | 19,485 | -1,950 | -9.10% | $859,873 |
| ALPHABET INC CL C | GOOG | Communication Services | 0.24% | 2,825 | -308 | -9.83% | $810,395 |
| 3M | MMM | Industrials | 0.24% | 5,562 | -300 | -5.12% | $807,769 |
| SPDR S&P 500 ETF | SPY | Other | 0.21% | 1,075 | - | - | $699,115 |
| GOLDMAN SACHS GROUP | GS | Financial Services | 0.20% | 820 | - | - | $693,711 |
| CARRIER GLOBAL | CARR | Industrials | 0.20% | 12,030 | -16,065 | -57.18% | $677,408 |
| COCA COLA | KO | Consumer Defensive | 0.19% | 8,600 | -200 | -2.27% | $654,030 |
| STRYKER CORP | SYK | Healthcare | 0.18% | 1,861 | - | - | $611,506 |
| DOMINION RES INC | D | Utilities | 0.15% | 8,157 | - | - | $504,266 |
| COSTCO WHOLESALE | COST | Consumer Defensive | 0.14% | 487 | - | - | $485,261 |
| GE VERNOVA INC COM | GEV | Utilities | 0.14% | 551 | - | - | $480,968 |
| BROADRIDGE FINANCIAL SOLUTIONS | BR | Technology | 0.14% | 2,950 | - | - | $479,316 |
| INVESCO S & P 500 EQUAL WEIGHT | RSP | Other | 0.14% | 2,415 | +2,415 | +100.00% | $463,487 |
| ISHARES S&P 500 | IVV | Other | 0.12% | 600 | -50 | -7.69% | $391,926 |
| VERIZON COMMUNICATIONS | VZ | Communication Services | 0.11% | 7,700 | - | - | $386,540 |
| GENERAL ELECTRIC | GE | Industrials | 0.11% | 1,315 | - | - | $373,157 |
| CANADIAN PACIFIC KANSAS CITY L | CP | Industrials | 0.10% | 4,235 | +4,235 | +100.00% | $333,124 |
| VISA | V | Financial Services | 0.10% | 1,090 | +35 | +3.32% | $329,442 |
| STATE STREET | STT | Financial Services | 0.09% | 2,525 | -300 | -10.62% | $319,564 |
| AIR PRODUCTS & CHEM | APD | Basic Materials | 0.09% | 1,100 | - | - | $319,539 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 471 | +60 | +14.60% | $269,473 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 3,380 | -250 | -6.89% | $262,254 |
| BRISTOL-MYERS SQUIBB | BMY | Healthcare | 0.07% | 4,100 | - | - | $248,665 |
| BANK NEW YORK MELLON | BK | Financial Services | 0.07% | 2,000 | - | - | $237,260 |
| VANGUARD 500 INDEX FD ADMIRAL | VFIAX | Other | 0.07% | 375 | - | - | $225,896 |
| GILEAD SCIENCES | GILD | Healthcare | 0.06% | 1,548 | +1,548 | +100.00% | $215,745 |
| NESTLE SA ADR | NSRGY | Consumer Defensive | 0.06% | 2,170 | -2,045 | -48.52% | $215,047 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.06% | 350 | +350 | +100.00% | $211,536 |
| AMGEN INC | AMGN | Healthcare | 0.06% | 595 | +595 | +100.00% | $209,350 |