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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%
Performance for 2026 Q1 is -3.95%, and YTD is -3.95%, and 2025 is 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.

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.

The fund managers got completely rid off RESMED INC (RMD), EMERSON ELECTRIC (EMR) and MCCORMICK & 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

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 new1,458,390
invesco s & p 500 equal weight463,487
canadian pacific kansas city l339,023
australian rare earths ltd260,763
gilead sciences215,745
lockheed martin corp211,536
amgen inc209,350
New stocks bought by Kidder Stephen W

Additions

Ticker% Inc.
nextera energy171
broadcom inc96.91
charles schwab24.08
american express23.49
uber technologies inc18.1
eli lilly & co16.27
meta platforms inc14.6
applied material10.91
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 & 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%
Technology30.8
Healthcare17.4
Industrials13.7
Consumer Cyclical9.9
Financial Services7.7
Communication Services7
Others6.1
Consumer Defensive3.8
Energy3.1

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-CAP64.4
LARGE-CAP27.2
UNALLOCATED6.1
MID-CAP2.3

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 50090
Others10
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.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions