Latest Kidder Stephen W Stock Portfolio

$395Million | No. of Holdings #75

Kidder Stephen W Performance

2026 Q2+16.95%

YTD+12.33%

2025+10.64%

About Kidder Stephen W and 13F Hedge Fund Stock Holdings

On 2026-08-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kidder Stephen W reported an equity portfolio of $395.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Kidder Stephen W are AAPL, AMD, GOOG. The fund has invested 10% of it's portfolio in APPLE and 7.2% of portfolio in ADVANCED MICRO DEVICES. <br><br> The fund managers got completely rid off GILEAD SCIENCES (GILD), NESTLE SA ADR and LOCKHEED MARTIN CORP (LMT) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP (UNH), FISERV and CARRIER GLOBAL (CARR). Kidder Stephen W opened new stock positions in ROUNDHILL MEMORY ETF, ASML HOLDING NV (ASML) and EMERSON ELECTRIC (EMR). The fund showed a lot of confidence in some stocks as they added substantially to NEXTERA ENERGY (NEE), WASTE CONNECTIONS INC NEW (WCN) and CANADIAN PACIFIC KANSAS CITY L (CP).

Kidder Stephen W Equity Portfolio Value

Last Reported on: 21 Aug, 2026

$395Million

as of Aug 21, 2026

Kidder Stephen W Annual Return Estimates Vs S&P 500

Our best estimate is that Kidder Stephen W made a return of 16.95% in the last quarter. In trailing 12 months, it's portfolio return was 22.37%.

Performance
S&P 500

New Buys

Ticker	$ Bought
roundhill memory etf	919,432
asml holding nv	451,116
emerson electric	218,303

New stocks bought by Kidder Stephen W

Additions

Ticker	% Inc.
nextera energy	148
waste connections inc new	61.78
canadian pacific kansas city l	43.39
broadcom inc	28.52
meta platforms inc	21.23
eli lilly & co	15.82
vertex pharmaceuticals	14.84
american express	14.23

Additions to existing portfolio by Kidder Stephen W

Reductions

Ticker	% Reduced
unitedhealth group	-91.91
fiserv	-78.25
carrier global	-52.78
invesco s & p 500 equal weight	-33.75
advanced micro devices	-9.95
aptargroup	-6.65
analog devices	-5.37
alphabet inc cl c	-5.31

Kidder Stephen W reduced stake in above stock

Sold off

Ticker	$ Sold
nestle sa adr	-215,047
gilead sciences	-215,745
lockheed martin corp	-211,536

Kidder Stephen W got rid off the above stocks

Sector Distribution

Kidder Stephen W has about 36.3% of it's holdings in Technology sector.

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

Sector	%
Technology	36.3
Healthcare	15.4
Industrials	13.3
Consumer Cyclical	9.1
Financial Services	7.3
Communication Services	7.1
Others	5.4
Consumer Defensive	3.2
Energy	2.1

Market Cap. Distribution

Kidder Stephen W has about 92.8% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
UNALLOCATED
MID-CAP

Category	%
MEGA-CAP	66.7
LARGE-CAP	26.1
UNALLOCATED	5.4
MID-CAP	1.8

Stocks belong to which Index?

About 91.1% 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	91.1
Others	8.9

Top 5 Winners (%)		%
INTC	intel	216.4 %
AMD	advanced micro devices	176.3 %
AMAT	applied material	110.9 %
CSCO	cisco sys inc	51.4 %
ROK	rockwell automation	37.8 %

Top 5 Winners ($)		$
AMD	advanced micro devices	19.5 M
AMAT	applied material	8.4 M
GOOG	alphabet inc cl a	5.3 M
AAPL	apple	4.9 M
ADI	analog devices	3.5 M

Top 5 Losers (%)		%
	australian rare earths ltd	-24.8 %
CVX	chevron	-19.8 %
XOM	exxon mobil	-19.4 %
BR	broadridge financial solutions	-15.7 %
VZ	verizon communications	-15.7 %

Top 5 Losers ($)		$
CVX	chevron	-1.4 M
ABT	abbott labs	-1.1 M
XOM	exxon mobil	-0.7 M
TJX	tjx cos	-0.6 M
	fiserv	-0.3 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 51.3% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Kidder Stephen W last quarter.

$395.57MTotal Value

78.00Positions

21 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of Kidder Stephen W, last reported on 21 Aug, 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	9.98%	136,410	$39.47M 9.98%	decreased 0.77 percentreduced

ABBV Abbvie AbbvieABBV Kidder Stephen W's holding in Abbvie over time	0.8%	12,496	$3.14M 0.8%	increased 0.12 percentadded

ABT Abbott Labs Abbott LabsABT Kidder Stephen W's holding in Abbott Labs over time	2.06%	89,959	$8.16M 2.06%	increased 0.28 percentadded

ADI Analog Devices Analog DevicesADI Kidder Stephen W's holding in Analog Devices over time	4.3%	42,788	$16.99M 4.3%	decreased 5.37 percentreduced

ADP Automatic Data Processing Automatic Data ProcessingADP Kidder Stephen W's holding in Automatic Data Processing over time	2.84%	50,181	$11.24M 2.84%	increased 0.06 percentadded

AMAT Applied Material Applied MaterialAMAT Kidder Stephen W's holding in Applied Material over time	4.02%	22,000	$15.91M 4.02%	decreased 1.19 percentreduced

AMD Advanced Micro Devices Advanced Micro DevicesAMD Kidder Stephen W's holding in Advanced Micro Devices over time	7.17%	48,845	$28.37M 7.17%	decreased 9.95 percentreduced

AMGN Amgen Inc Amgen IncAMGN Kidder Stephen W's holding in Amgen Inc over time	0.05%	595	$215.5K 0.05%	unchanged 0 percentunchanged

AMZN Amazon.Com Amazon.ComAMZN Kidder Stephen W's holding in Amazon.Com over time	3.86%	64,036	$15.26M 3.86%	increased 0.34 percentadded

APD Air Products & Chem Air Products & ChemAPD Kidder Stephen W's holding in Air Products & Chem over time	0.08%	1,100	$322.5K 0.08%	unchanged 0 percentunchanged

ASML Asml Holding Nv Asml Holding Nv ASML Kidder Stephen W's holding in Asml Holding Nv over time	0.11%	230	$451.1K 0.11%	new position

ATR Aptargroup AptargroupATR Kidder Stephen W's holding in Aptargroup over time	1.8%	56,968	$7.13M 1.8%	decreased 6.65 percentreduced

AVGO Broadcom Inc Broadcom IncAVGO Kidder Stephen W's holding in Broadcom Inc over time	1.28%	13,438	$5.08M 1.28%	increased 28.52 percentadded

AXP American Express American ExpressAXP Kidder Stephen W's holding in American Express over time	1.34%	15,684	$5.31M 1.34%	increased 14.23 percentadded

BA Boeing BoeingBA Kidder Stephen W's holding in Boeing over time	0.31%	5,600	$1.21M 0.31%	unchanged 0 percentunchanged

BAC Bank Of America Bank Of AmericaBAC Kidder Stephen W's holding in Bank Of America over time	0.44%	30,265	$1.72M 0.44%	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	$289.2K 0.07%	unchanged 0 percentunchanged

BMY Bristol-Myers Squibb Bristol-Myers SquibbBMY Kidder Stephen W's holding in Bristol-Myers Squibb over time	0.06%	4,100	$236.2K 0.06%	unchanged 0 percentunchanged

BR Broadridge Financial Solutions Broadridge Financial SolutionsBR Kidder Stephen W's holding in Broadridge Financial Solutions over time	0.1%	2,950	$404.0K 0.1%	unchanged 0 percentunchanged

CARR Carrier Global Carrier GlobalCARR Kidder Stephen W's holding in Carrier Global over time	0.1%	5,680	$416.6K 0.1%	decreased 52.78 percentreduced