Latest Kidder Stephen W Stock Portfolio
Kidder Stephen W Performance:
2025 Q3: 6.89%YTD: 8.96%2024: 14.17%
Performance for 2025 Q3 is 6.89%, and YTD is 8.96%, and 2024 is 14.17%.
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 $348.9 Millions as of 30 Sep, 2025.
The top stock holdings of Kidder Stephen W are AAPL, GOOG, MSFT. The fund has invested 10.1% of it's portfolio in APPLE and 6.1% of portfolio in ALPHABET INC CL A.
The fund managers got completely rid off BALL CORP (BALL), CHUBB LIMITED (CB) and BRISTOL-MYERS SQUIBB (BMY) stocks. They significantly reduced their stock positions in NOVO NORDISK A S ADR, PEPSICO (PEP) and MCCORMICK & CO (MKC). Kidder Stephen W opened new stock positions in CISCO SYS INC (CSCO), BANK NEW YORK MELLON (BK) and PTC INC (PTC). The fund showed a lot of confidence in some stocks as they added substantially to APPLIED MATERIAL (AMAT), AMERICAN EXPRESS (AXP) and CHARLES SCHWAB (SCHW).
The top stock holdings of Kidder Stephen W are AAPL, GOOG, MSFT. The fund has invested 10.1% of it's portfolio in APPLE and 6.1% of portfolio in ALPHABET INC CL A.
The fund managers got completely rid off BALL CORP (BALL), CHUBB LIMITED (CB) and BRISTOL-MYERS SQUIBB (BMY) stocks. They significantly reduced their stock positions in NOVO NORDISK A S ADR, PEPSICO (PEP) and MCCORMICK & CO (MKC). Kidder Stephen W opened new stock positions in CISCO SYS INC (CSCO), BANK NEW YORK MELLON (BK) and PTC INC (PTC). The fund showed a lot of confidence in some stocks as they added substantially to APPLIED MATERIAL (AMAT), AMERICAN EXPRESS (AXP) 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 6.89% in the last quarter. In trailing 12 months, it's portfolio return was 7.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| cisco sys inc | 265,470 |
| bank new york mellon | 217,920 |
| ptc inc | 203,020 |
New stocks bought by Kidder Stephen W
Additions
| Ticker | % Inc. |
|---|---|
| applied material | 196 |
| american express | 115 |
| charles schwab | 70.48 |
| uber technologies inc | 52.85 |
| eli lilly & co | 30.61 |
| merck | 16.8 |
| verizon communications | 14.62 |
| coca cola | 9.04 |
Additions to existing portfolio by Kidder Stephen W
Reductions
| Ticker | % Reduced |
|---|---|
| novo nordisk a s adr | -64.02 |
| nestle sa adr | -43.91 |
| pepsico | -23.85 |
| mccormick & co | -14.83 |
| emerson electric | -13.51 |
| canadian natl railway | -13.42 |
| costco wholesale | -9.14 |
| goldman sachs group | -8.15 |
Kidder Stephen W reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ball corp | -282,412 |
| bristol-myers squibb | -219,877 |
| fidelity natl info svcs | -219,807 |
| chubb limited | -257,851 |
Kidder Stephen W got rid off the above stocks
Sector Distribution
Kidder Stephen W has about 29.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 29.1 |
| Healthcare | 16.5 |
| Industrials | 15.7 |
| Consumer Cyclical | 10.2 |
| Others | 7.9 |
| Financial Services | 7.1 |
| Communication Services | 6.4 |
| Consumer Defensive | 4.6 |
| Energy | 2.2 |
Market Cap. Distribution
Kidder Stephen W has about 89.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 55.4 |
| LARGE-CAP | 34.3 |
| UNALLOCATED | 7.9 |
| MID-CAP | 2.4 |
Stocks belong to which Index?
About 88.8% of the stocks held by Kidder Stephen W either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 88.8 |
| Others | 11.2 |
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 72 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. ATR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Kidder Stephen W last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple | 10.12 | 138,663 | 35,307,800 | reduced | -0.29 | ||
| ABBV | abbvie | 0.83 | 12,541 | 2,903,740 | reduced | -0.91 | ||
| ABT | abbott labs | 3.46 | 90,197 | 12,081,000 | reduced | -0.76 | ||
| ADI | analog devices | 3.42 | 48,569 | 11,933,400 | reduced | -0.68 | ||
| ADP | automatic data processing | 4.26 | 50,620 | 14,857,000 | reduced | -2.12 | ||
| AMAT | applied material | 0.70 | 12,007 | 2,458,310 | added | 196 | ||
| AMD | advanced micro devices | 2.88 | 62,125 | 10,051,200 | reduced | -5.79 | ||
| AMZN | amazon.com | 3.94 | 62,644 | 13,754,700 | reduced | -0.8 | ||
| APD | air products & chem | 0.09 | 1,100 | 299,992 | unchanged | 0.00 | ||
| ATR | aptargroup | 2.40 | 62,693 | 8,379,550 | reduced | -0.64 | ||
| AXP | american express | 0.63 | 6,616 | 2,197,570 | added | 115 | ||
| BA | boeing | 0.35 | 5,600 | 1,208,650 | reduced | -3.86 | ||
| BAC | bank of america | 0.45 | 30,265 | 1,561,370 | reduced | -0.16 | ||
| BALL | ball corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BK | bank new york mellon | 0.06 | 2,000 | 217,920 | new | |||
| BMY | bristol-myers squibb | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BR | broadridge financial solutions | 0.20 | 2,950 | 702,601 | unchanged | 0.00 | ||
| CARR | carrier global | 1.56 | 91,142 | 5,441,180 | reduced | -0.71 | ||
| CB | chubb limited | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COST | costco wholesale | 0.13 | 497 | 460,038 | reduced | -9.14 | ||