Latest Kidder Stephen W Stock Portfolio
Kidder Stephen W Performance:
2025 Q4: 2.93%YTD: 10.64%2024: 14.88%
Performance for 2025 Q4 is 2.93%, and YTD is 10.64%, and 2024 is 14.88%.
About Kidder Stephen W and 13F Hedge Fund Stock Holdings
On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kidder Stephen W reported an equity portfolio of $354.7 Millions as of 31 Dec, 2025.
The top stock holdings of Kidder Stephen W are AAPL, GOOG, MSFT. The fund has invested 10.6% of it's portfolio in APPLE and 7.2% of portfolio in ALPHABET INC CL A.
The fund managers got completely rid off SALESFORCE.COM (CRM), NOVO NORDISK A S ADR (NVO) and PAYCHEX (PAYX) stocks. They significantly reduced their stock positions in MCCORMICK & CO (MKC), CARRIER GLOBAL (CARR) and NESTLE SA ADR. Kidder Stephen W opened new stock positions in BROADCOM INC (AVGO), META PLATFORMS INC (META) and BRISTOL-MYERS SQUIBB (BMY). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN EXPRESS (AXP), APPLIED MATERIAL (AMAT) and CHARLES SCHWAB (SCHW).
The top stock holdings of Kidder Stephen W are AAPL, GOOG, MSFT. The fund has invested 10.6% of it's portfolio in APPLE and 7.2% of portfolio in ALPHABET INC CL A.
The fund managers got completely rid off SALESFORCE.COM (CRM), NOVO NORDISK A S ADR (NVO) and PAYCHEX (PAYX) stocks. They significantly reduced their stock positions in MCCORMICK & CO (MKC), CARRIER GLOBAL (CARR) and NESTLE SA ADR. Kidder Stephen W opened new stock positions in BROADCOM INC (AVGO), META PLATFORMS INC (META) and BRISTOL-MYERS SQUIBB (BMY). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN EXPRESS (AXP), APPLIED MATERIAL (AMAT) and CHARLES SCHWAB (SCHW).
Kidder Stephen W Annual Return Estimates Vs S&P 500
Our best estimate is that Kidder Stephen W made a return of 2.93% in the last quarter. In trailing 12 months, it's portfolio return was 10.64%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| broadcom inc | 1,837,790 |
| meta platforms inc | 271,297 |
| bristol-myers squibb | 221,154 |
New stocks bought by Kidder Stephen W
Additions
| Ticker | % Inc. |
|---|---|
| american express | 68.05 |
| applied material | 67.19 |
| charles schwab | 64.27 |
| uber technologies inc | 42.83 |
| eli lilly & co | 40.14 |
| unitedhealth group | 10.97 |
| vertex pharmaceuticals | 1.31 |
| danaher corp | 0.47 |
Additions to existing portfolio by Kidder Stephen W
Reductions
| Ticker | % Reduced |
|---|---|
| mccormick & co | -93.61 |
| carrier global | -69.17 |
| nestle sa adr | -40.38 |
| spdr s&p 500 etf | -26.23 |
| advanced micro devices | -10.11 |
| pepsico | -7.42 |
| cisco sys inc | -6.44 |
| fiserv | -6.19 |
Kidder Stephen W reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| novo nordisk a s adr | -585,142 |
| salesforce.com | -2,274,730 |
| paychex | -258,590 |
| ptc inc | -203,020 |
Kidder Stephen W got rid off the above stocks
Sector Distribution
Kidder Stephen W has about 30.4% of it's holdings in Technology sector.
- Technology
- Healthcare
- Industrials
- Consumer Cyclical
- Financial Services
- Communication Services
- Others
- Consumer Defensive
- Energy
| Sector | % |
|---|---|
| Technology | 30.4 |
| Healthcare | 17.8 |
| Industrials | 14.1 |
| Consumer Cyclical | 9.9 |
| Financial Services | 8 |
| Communication Services | 7.7 |
| Others | 6.1 |
| Consumer Defensive | 3.5 |
| Energy | 2.2 |
Market Cap. Distribution
Kidder Stephen W has about 91.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 64.5 |
| LARGE-CAP | 27.3 |
| UNALLOCATED | 6.1 |
| MID-CAP | 2.2 |
Stocks belong to which Index?
About 90.7% 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 | 90.7 |
| Others | 9.3 |
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 71 stocks in it's portfolio. About 50.1% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Kidder Stephen W last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple | 10.58 | 138,035 | 37,526,200 | reduced | -0.45 | ||
| ABBV | abbvie | 0.81 | 12,506 | 2,857,500 | reduced | -0.28 | ||
| ABT | abbott labs | 3.18 | 90,002 | 11,276,400 | reduced | -0.22 | ||
| ADI | analog devices | 3.69 | 48,244 | 13,083,800 | reduced | -0.67 | ||
| ADP | automatic data processing | 3.66 | 50,513 | 12,993,500 | reduced | -0.21 | ||
| AMAT | applied material | 1.46 | 20,075 | 5,159,070 | added | 67.19 | ||
| AMD | advanced micro devices | 3.37 | 55,843 | 11,959,300 | reduced | -10.11 | ||
| AMZN | amazon.com | 4.08 | 62,737 | 14,481,000 | added | 0.15 | ||
| APD | air products & chem | 0.08 | 1,100 | 271,722 | unchanged | 0.00 | ||
| ATR | aptargroup | 2.15 | 62,523 | 7,625,300 | reduced | -0.27 | ||
| AVGO | broadcom inc | 0.52 | 5,310 | 1,837,790 | new | |||
| AXP | american express | 1.16 | 11,118 | 4,113,100 | added | 68.05 | ||
| BA | boeing | 0.34 | 5,600 | 1,215,870 | unchanged | 0.00 | ||
| BAC | bank of america | 0.47 | 30,265 | 1,664,580 | unchanged | 0.00 | ||
| BK | bank new york mellon | 0.06 | 2,000 | 232,180 | unchanged | 0.00 | ||
| BMY | bristol-myers squibb | 0.06 | 4,100 | 221,154 | new | |||
| BR | broadridge financial solutions | 0.19 | 2,950 | 658,351 | unchanged | 0.00 | ||
| CARR | carrier global | 0.42 | 28,095 | 1,484,540 | reduced | -69.17 | ||
| CNI | canadian natl railway | 1.29 | 46,295 | 4,576,260 | reduced | -5.29 | ||
| COST | costco wholesale | 0.12 | 487 | 419,960 | reduced | -2.01 | ||