Latest Kidder Stephen W Stock Portfolio
Kidder Stephen W Performance:
2025 Q2: 4.75%YTD: 1.95%2024: 13.96%
Performance for 2025 Q2 is 4.75%, and YTD is 1.95%, and 2024 is 13.96%.
About Kidder Stephen W and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Kidder Stephen W reported an equity portfolio of $332.6 Millions as of 30 Jun, 2025.
The top stock holdings of Kidder Stephen W are AAPL, MSFT, ADP. The fund has invested 8.6% of it's portfolio in APPLE and 5.2% of portfolio in MICROSOFT.
The fund managers got completely rid off GENERAL MILLS (GIS) and AON PLC (AON) stocks. They significantly reduced their stock positions in BALL CORP (BALL), NESTLE SA ADR and ROCKWELL AUTOMATION (ROK). Kidder Stephen W opened new stock positions in CHARLES SCHWAB (SCHW), AMERICAN EXPRESS (AXP) and APPLIED MATERIAL (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), ELI LILLY & CO (LLY) and NOVO NORDISK A S ADR.
The top stock holdings of Kidder Stephen W are AAPL, MSFT, ADP. The fund has invested 8.6% of it's portfolio in APPLE and 5.2% of portfolio in MICROSOFT.
The fund managers got completely rid off GENERAL MILLS (GIS) and AON PLC (AON) stocks. They significantly reduced their stock positions in BALL CORP (BALL), NESTLE SA ADR and ROCKWELL AUTOMATION (ROK). Kidder Stephen W opened new stock positions in CHARLES SCHWAB (SCHW), AMERICAN EXPRESS (AXP) and APPLIED MATERIAL (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), ELI LILLY & CO (LLY) and NOVO NORDISK A S ADR.
Kidder Stephen W Annual Return Estimates Vs S&P 500
Our best estimate is that Kidder Stephen W made a return of 4.75% in the last quarter. In trailing 12 months, it's portfolio return was 6.38%.
New Buys
| Ticker | $ Bought |
|---|---|
| charles schwab | 1,005,920 |
| american express | 980,863 |
| applied material | 741,433 |
| ge vernova inc com | 291,562 |
| emerson electric | 246,660 |
| resmed inc | 244,584 |
New stocks bought by Kidder Stephen W
Additions
| Ticker | % Inc. |
|---|---|
| uber technologies inc | 105 |
| eli lilly & co | 92.62 |
| novo nordisk a s adr | 70.63 |
| nextera energy | 26.09 |
| salesforce.com | 16.15 |
| chubb limited | 7.23 |
| intel | 6.64 |
| visa | 4.89 |
Additions to existing portfolio by Kidder Stephen W
Reductions
| Ticker | % Reduced |
|---|---|
| ball corp | -67.05 |
| nestle sa adr | -42.46 |
| rockwell automation | -14.21 |
| pepsico | -12.63 |
| canadian natl railway | -7.62 |
| mastercard | -6.76 |
| ishares s&p 500 | -6.67 |
| paychex | -6.21 |
Kidder Stephen W reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| general mills | -254,705 |
| aon plc | -249,431 |
Kidder Stephen W got rid off the above stocks
Sector Distribution
Kidder Stephen W has about 26.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 26.5 |
| Healthcare | 17 |
| Industrials | 16.9 |
| Others | 10 |
| Consumer Cyclical | 10 |
| Financial Services | 6.7 |
| Consumer Defensive | 5.3 |
| Communication Services | 5 |
| Energy | 2.2 |
Market Cap. Distribution
Kidder Stephen W has about 87% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 52.1 |
| LARGE-CAP | 34.9 |
| UNALLOCATED | 10 |
| MID-CAP | 3 |
Stocks belong to which Index?
About 86.4% of the stocks held by Kidder Stephen W either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 86.4 |
| Others | 13.6 |
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 73 stocks in it's portfolio. About 47.1% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Kidder Stephen W last quarter.
Last Reported on: 23 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple | 8.58 | 139,065 | 28,532,000 | added | 0.54 | ||
Historical Trend of APPLE Position Held By Kidder Stephen WWhat % of Portfolio is AAPL?:Number of AAPL shares held:Change in No. of Shares Held: | ||||||||
| MSFT | microsoft | 5.16 | 34,534 | 17,177,600 | reduced | -1.33 | ||
| ADP | automatic data processing | 4.80 | 51,719 | 15,950,100 | reduced | -4.16 | ||
| GOOG | alphabet inc cl a | 4.70 | 88,691 | 15,630,000 | reduced | -1.03 | ||
| NVDA | nvidia corp | 4.47 | 94,070 | 14,862,100 | reduced | -2.35 | ||
| MA | mastercard | 4.32 | 25,592 | 14,381,200 | reduced | -6.76 | ||
| AMZN | amazon.com | 4.17 | 63,149 | 13,854,300 | added | 0.47 | ||
| ABT | abbott labs | 3.72 | 90,892 | 12,362,200 | reduced | -1.92 | ||
| fiserv | 3.69 | 71,154 | 12,267,700 | reduced | -0.42 | |||
| ADI | analog devices | 3.50 | 48,902 | 11,639,700 | reduced | -1.12 | ||
| RTX | rtx corporation | 3.42 | 77,974 | 11,385,800 | reduced | -4.68 | ||
| JNJ | johnson and johnson | 3.13 | 68,180 | 10,414,500 | reduced | -3.21 | ||
| HD | home depot | 3.04 | 27,590 | 10,115,600 | added | 1.34 | ||
| ATR | aptargroup | 2.97 | 63,099 | 9,870,580 | reduced | -0.86 | ||
| PG | procter & gamble | 2.84 | 59,376 | 9,459,780 | reduced | -1.3 | ||
| AMD | advanced micro devices | 2.81 | 65,943 | 9,357,310 | reduced | -0.49 | ||
| TJX | tjx cos | 2.70 | 72,787 | 8,988,470 | reduced | -3.27 | ||
| ROK | rockwell automation | 2.52 | 25,196 | 8,369,360 | reduced | -14.21 | ||
| schneider elec sa adr | 2.24 | 139,789 | 7,461,940 | added | 0.54 | |||
| DHR | danaher corp | 2.17 | 36,471 | 7,204,480 | reduced | -0.31 | ||
