Latest Kidder Stephen W Stock Portfolio

$340Million | No. of Holdings #75

Kidder Stephen W Performance

2026 Q1-3.95%

YTD-3.95%

2025+10.64%

About Kidder Stephen W and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kidder Stephen W reported an equity portfolio of $340.1 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Kidder Stephen W are AAPL, GOOG, JNJ. The fund has invested 10.3% of it's portfolio in APPLE and 6.6% of portfolio in ALPHABET INC CL A. <br><br> The fund managers got completely rid off RESMED INC (RMD), EMERSON ELECTRIC (EMR) and MCCORMICK &AMP;AMP; CO (MKC) stocks. They significantly reduced their stock positions in CARRIER GLOBAL (CARR), NESTLE SA ADR and UNITEDHEALTH GROUP (UNH). Kidder Stephen W opened new stock positions in WASTE CONNECTIONS INC NEW (WCN), INVESCO S & P 500 EQUAL WEIGHT (CSD) and CANADIAN PACIFIC KANSAS CITY L (CP). The fund showed a lot of confidence in some stocks as they added substantially to NEXTERA ENERGY (NEE), BROADCOM INC (AVGO) and CHARLES SCHWAB (SCHW).

Kidder Stephen W Equity Portfolio Value

Last Reported on: 11 May, 2026

$340Million

as of May 11, 2026

Kidder Stephen W Annual Return Estimates Vs S&P 500

Our best estimate is that Kidder Stephen W made a return of -3.95% in the last quarter. In trailing 12 months, it's portfolio return was 8.75%.

Performance
S&P 500

New Buys

Ticker	$ Bought
waste connections inc new	1,458,390
invesco s & p 500 equal weight	463,487
canadian pacific kansas city l	339,023
australian rare earths ltd	260,763
gilead sciences	215,745
lockheed martin corp	211,536
amgen inc	209,350

New stocks bought by Kidder Stephen W

Additions

Ticker	% Inc.
nextera energy	171
broadcom inc	96.91
charles schwab	24.08
american express	23.49
uber technologies inc	18.1
eli lilly &amp;amp;amp;amp; co	16.27
meta platforms inc	14.6
applied material	10.91

Additions to existing portfolio by Kidder Stephen W

Reductions

Ticker	% Reduced
carrier global	-57.18
nestle sa adr	-48.52
unitedhealth group	-46.09
state street	-10.62
canadian natl railway	-10.49
alphabet inc cl c	-9.83
intel	-9.1
fiserv	-8.48

Kidder Stephen W reduced stake in above stock

Sold off

Ticker	$ Sold
mccormick &amp; co	-200,583
emerson electric	-212,352
resmed inc	-224,491

Kidder Stephen W got rid off the above stocks

Sector Distribution

Kidder Stephen W has about 30.8% of it's holdings in Technology sector.

Technology
Healthcare
Industrials
Consumer Cyclical
Financial Services
Communication Services
Others
Consumer Defensive
Energy

Sector	%
Technology	30.8
Healthcare	17.4
Industrials	13.7
Consumer Cyclical	9.9
Financial Services	7.7
Communication Services	7
Others	6.1
Consumer Defensive	3.8
Energy	3.1

Market Cap. Distribution

Kidder Stephen W has about 91.6% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
UNALLOCATED
MID-CAP

Category	%
MEGA-CAP	64.4
LARGE-CAP	27.2
UNALLOCATED	6.1
MID-CAP	2.3

Stocks belong to which Index?

About 90% of the stocks held by Kidder Stephen W either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	90
Others	10

Top 5 Winners (%)		%
XOM	exxon mobil	40.2 %
CVX	chevron	35.7 %
	ge vernova inc com	33.6 %
AMAT	applied material	30.9 %
VZ	verizon communications	23.3 %

Top 5 Winners ($)		$
JNJ	johnson and johnson	2.5 M
ADI	analog devices	2.2 M
CVX	chevron	1.9 M
AMAT	applied material	1.8 M
XOM	exxon mobil	1.0 M

Top 5 Losers (%)		%
BR	broadridge financial solutions	-27.2 %
MSFT	microsoft	-23.2 %
ADP	automatic data processing	-20.9 %
ABT	abbott labs	-18.0 %
DHR	danaher corp	-17.1 %

Top 5 Losers ($)		$
MSFT	microsoft	-3.9 M
ADP	automatic data processing	-2.7 M
AAPL	apple	-2.5 M
ABT	abbott labs	-2.0 M
GOOG	alphabet inc cl a	-2.0 M

Kidder Stephen W Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Kidder Stephen W

Kidder Stephen W has 75 stocks in it's portfolio. About 48.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Kidder Stephen W last quarter.

$339.94MTotal Value

78.00Positions

11 May, 2026Last Reported

Current holdings of Current Stock Holdings of Kidder Stephen W, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple AppleAAPL Kidder Stephen W's holding in Apple over time	10.26%	137,468	$34.89M 10.26%	decreased 0.41 percentreduced

ABBV Abbvie AbbvieABBV Kidder Stephen W's holding in Abbvie over time	0.8%	12,481	$2.71M 0.8%	decreased 0.2 percentreduced

ABT Abbott Labs Abbott LabsABT Kidder Stephen W's holding in Abbott Labs over time	2.71%	89,712	$9.21M 2.71%	decreased 0.32 percentreduced

ADI Analog Devices Analog DevicesADI Kidder Stephen W's holding in Analog Devices over time	4.23%	45,214	$14.38M 4.23%	decreased 6.28 percentreduced

ADP Automatic Data Processing Automatic Data ProcessingADP Kidder Stephen W's holding in Automatic Data Processing over time	3%	50,151	$10.19M 3%	decreased 0.72 percentreduced

AMAT Applied Material Applied MaterialAMAT Kidder Stephen W's holding in Applied Material over time	2.24%	22,265	$7.61M 2.24%	increased 10.91 percentadded

AMD Advanced Micro Devices Advanced Micro DevicesAMD Kidder Stephen W's holding in Advanced Micro Devices over time	3.24%	54,241	$11.03M 3.24%	decreased 2.87 percentreduced

AMGN Amgen Inc Amgen IncAMGN Kidder Stephen W's holding in Amgen Inc over time	0.06%	595	$209.3K 0.06%	new position

AMZN Amazon.Com Amazon.ComAMZN Kidder Stephen W's holding in Amazon.Com over time	3.91%	63,816	$13.29M 3.91%	increased 1.72 percentadded

APD Air Products & Chem Air Products & ChemAPD Kidder Stephen W's holding in Air Products & Chem over time	0.09%	1,100	$319.5K 0.09%	unchanged 0 percentunchanged

ATR Aptargroup AptargroupATR Kidder Stephen W's holding in Aptargroup over time	2.26%	61,023	$7.69M 2.26%	decreased 2.4 percentreduced

AVGO Broadcom Inc Broadcom IncAVGO Kidder Stephen W's holding in Broadcom Inc over time	0.95%	10,456	$3.24M 0.95%	increased 96.91 percentadded

AXP American Express American ExpressAXP Kidder Stephen W's holding in American Express over time	1.22%	13,730	$4.15M 1.22%	increased 23.49 percentadded

BA Boeing BoeingBA Kidder Stephen W's holding in Boeing over time	0.33%	5,600	$1.11M 0.33%	unchanged 0 percentunchanged

BAC Bank Of America Bank Of AmericaBAC Kidder Stephen W's holding in Bank Of America over time	0.43%	30,265	$1.48M 0.43%	unchanged 0 percentunchanged

BK Bank New York Mellon Bank New York MellonBK Kidder Stephen W's holding in Bank New York Mellon over time	0.07%	2,000	$237.3K 0.07%	unchanged 0 percentunchanged

BMY Bristol-Myers Squibb Bristol-Myers SquibbBMY Kidder Stephen W's holding in Bristol-Myers Squibb over time	0.07%	4,100	$248.7K 0.07%	unchanged 0 percentunchanged

BR Broadridge Financial Solutions Broadridge Financial SolutionsBR Kidder Stephen W's holding in Broadridge Financial Solutions over time	0.14%	2,950	$479.3K 0.14%	unchanged 0 percentunchanged

CARR Carrier Global Carrier GlobalCARR Kidder Stephen W's holding in Carrier Global over time	0.2%	12,030	$677.4K 0.2%	decreased 57.18 percentreduced

CNI Canadian Natl Railway Canadian Natl Railway CNI Kidder Stephen W's holding in Canadian Natl Railway over time	1.25%	41,440	$4.26M 1.25%	decreased 10.49 percentreduced