Kidder Stephen W

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Kidder Stephen W reported 70 stock positions worth $320.8 million. Its top holding was Apple (AAPL) at 9.6% of the portfolio, followed by Automatic Data Processing (ADP, 5.1%) and Fiserv (FISV, 4.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 11 and reduced 35. The biggest buy was Vertex Pharmaceuticals (VRTX, shares +17%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001314377
Portfolio Value
$320.8M (Q1 2025)
SEC Filing
0001215208-25-000002 ↗ filed May 6, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $313.3M Q1 2024 Q2 2024: $320.0M Q2 2024 Q3 2024: $338.5M Q3 2024 Q4 2024: $332.3M Q4 2024 Q1 2025: $320.8M $320.8M Q1 2025 Q2 2025: $332.6M Q2 2025 Q3 2025: $348.9M Q3 2025 Q4 2025: $354.7M Q4 2025 Q1 2026: $340.1M Q1 2026 Q2 2026: $395.6M Q2 2026

Holdings 70 stocks · $320.8M
AAPL Apple Inc. 9.58% 138,314 $30.7M Reduce -0.8%
ADP Automatic Data Processing 5.14% 53,962 $16.5M Reduce -2.0%
FISV Fiserv Inc. 4.92% 71,452 $15.8M Reduce -4.2%
MA Mastercard Inc. Class A 4.69% 27,448 $15.0M Reduce -3.9%
GOOGL Alphabet Inc. Class A 4.32% 89,615 $13.9M Reduce -2.1%
MSFT Microsoft Corp. 4.10% 35,000 $13.1M Reduce -0.8%
ABT Abbott Laboratories 3.83% 92,672 $12.3M Reduce -0.0%
AMZN Amazon.com Inc. 3.73% 62,853 $12.0M Reduce -1.1%
JNJ Johnson & Johnson 3.64% 70,443 $11.7M Reduce -1.1%
RTX RTX Corp. 3.38% 81,803 $10.8M Reduce -2.3%
NVDA Nvidia Corp. 3.25% 96,330 $10.4M Reduce -3.7%
PG The Procter & Gamble Co. 3.20% 60,161 $10.3M Reduce -0.3%
HD Home Depot Inc. 3.11% 27,226 $10.0M Reduce -0.6%
ADI Analog Devices Inc. 3.11% 49,456 $10.0M Reduce -0.8%
ATR Aptargroup Inc. 2.94% 63,648 $9.4M Reduce -0.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.86% 75,244 $9.2M Reduce -0.4%
UNH Unitedhealth Group Inc. 2.41% 14,748 $7.7M Add +0.2%
ROK Rockwell Automation Inc. 2.37% 29,371 $7.6M Reduce -0.7%
DHR Danaher Corp. 2.34% 36,583 $7.5M Add +0.9%
AMD Advanced Micro Devices 2.12% 66,268 $6.8M Add +1.6%
SBGSY Schneider Elect SE-Unsp ADR 1.99% 139,034 $6.4M Add +3.3%
CNI Canadian Natl Railway Co. 1.86% 61,113 $6.0M Reduce -11.3%
XYL Xylem Inc. 1.83% 49,072 $5.9M Reduce -0.3%
CARR Carrier Global Corp. 1.81% 91,539 $5.8M Add +8.7%
VRTX Vertex Pharmaceuticals Inc. 1.81% 11,966 $5.8M Add +16.8%
CVX Chevron Corp. 1.76% 33,667 $5.6M Reduce -0.3%
MKC McCormick & Co.-Non VTG SHRS 1.40% 54,570 $4.5M Add +16.9%
DE Deere & Co. 0.98% 6,705 $3.1M Reduce -0.1%
ABBV Abbvie Inc. 0.84% 12,841 $2.7M Reduce -1.3%
XOM Exxon Mobil Corp. 0.81% 21,782 $2.6M No change
JPM JPMorgan Chase & Co. 0.81% 10,540 $2.6M No change
PEP Pepsico Inc. 0.73% 15,598 $2.3M Reduce -21.2%
NSRGY Nestle SA-Spons ADR 0.69% 21,908 $2.2M Reduce -49.4%
BRK.B Berkshire Hathaway Inc. Class B 0.69% 4,142 $2.2M Reduce -1.2%
CRM Salesforce Inc. 0.64% 7,642 $2.1M Add +94.5%
LLY Eli Lilly & Co. 0.42% 1,625 $1.3M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.40% 30,390 $1.3M No change
NVO Novo-Nordisk A/S-Spons ADR 0.37% 17,175 $1.2M Add +576.2%
WMT Walmart Inc. 0.36% 13,315 $1.2M Reduce -2.4%
BA The Boeing Co. 0.31% 5,825 $993K No change
UNP Union Pacific Corp. 0.30% 4,115 $972K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 1,550 $867K Reduce -4.9%
MMM 3M Co. 0.27% 5,900 $866K No change
BALL Ball Corp. 0.25% 15,280 $796K Reduce -77.7%
MRK Merck & Co. Inc. 0.24% 8,754 $786K No change
UBER Uber Technologies Inc. 0.24% 10,380 $756K New
GAUAX Gabelli Utilities-A 0.23% 138,714 $731K No change
BR Broadridge Financial Solutio 0.22% 2,950 $715K No change
SYK Stryker Corp. 0.21% 1,845 $687K No change
KO The Coca-Cola Co. 0.19% 8,350 $598K Reduce -1.5%
GOOG Alphabet Inc. Class C 0.17% 3,400 $531K Reduce -5.8%
GS Goldman Sachs Group Inc. 0.17% 970 $530K Add +44.8%
COST Costco Wholesale Corp. 0.16% 544 $515K Add +102.2%
D Dominion Energy Inc. 0.14% 8,157 $457K No change
INTC Intel Corp. 0.14% 19,740 $448K Reduce -4.8%
IVV iShares Core S&P 500 ETF 0.13% 750 $421K No change
V Visa Inc. Class A 0.11% 1,042 $365K Reduce -2.3%
PAYX Paychex Inc. 0.10% 2,175 $336K No change
APD Air Products & Chemicals Inc. 0.10% 1,100 $324K No change
VZ Verizon Communications Inc. 0.09% 6,682 $303K No change
BMY Bristol-Myers Squibb Co. 0.09% 4,600 $281K No change
GE General Electric filed as GE AEROSPACE 0.08% 1,315 $263K No change
STT State Street Corp. 0.08% 2,900 $260K No change
GIS General Mills Inc. 0.08% 4,260 $255K Reduce -23.4%
CB Chubb Ltd. 0.08% 830 $251K No change
AON Aon PLC Class A 0.08% 625 $249K No change
VFIAX Vanguard 500 Index-Adm 0.06% 400 $207K No change
NOVOZYMES A S DKK 2.0 0.06% 3,525 $204K Reduce -10.2%
NEE Nextera Energy Inc. 0.06% 2,875 $204K No change
FIS Fidelity National Info Serv 0.06% 2,700 $202K Reduce -6.9%

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -0.8% 9.58% −0.93
GOOGL Alphabet Inc. Class A Reduce -2.1% 4.32% −0.89
BALL Ball Corp. Reduce -77.7% 0.25% −0.89
NVDA Nvidia Corp. Reduce -3.7% 3.25% −0.79
AMZN Amazon.com Inc. Reduce -1.1% 3.73% −0.47
MSFT Microsoft Corp. Reduce -0.8% 4.10% −0.38
NSRGY Nestle SA-Spons ADR Reduce -49.4% 0.69% −0.37
CNI Canadian Natl Railway Co. Reduce -11.3% 1.86% −0.25
ROK Rockwell Automation Inc. Reduce -0.7% 2.37% −0.18
PEP Pepsico Inc. Reduce -21.2% 0.73% −0.18
BDX Becton Dickinson and Co. Sold out 0.00% −0.15
HD Home Depot Inc. Reduce -0.6% 3.11% −0.09
ATR Aptargroup Inc. Reduce -0.6% 2.94% −0.08
ADI Analog Devices Inc. Reduce -0.8% 3.11% −0.08
RMD Resmed Inc. Sold out 0.00% −0.06
GOOG Alphabet Inc. Class C Reduce -5.8% 0.17% −0.04
GIS General Mills Inc. Reduce -23.4% 0.08% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.9% 0.27% −0.02
FIS Fidelity National Info Serv Reduce -6.9% 0.06% −0.01
WMT Walmart Inc. Reduce -2.4% 0.36% −0.01
NOVOZYMES A S DKK 2.0 Reduce -10.2% 0.06% −0.00
V Visa Inc. Class A Reduce -2.3% 0.11% +0.01
INTC Intel Corp. Reduce -4.8% 0.14% +0.01
KO The Coca-Cola Co. Reduce -1.5% 0.19% +0.03
XYL Xylem Inc. Reduce -0.3% 1.83% +0.11
TJX TJX Companies Inc. Reduce -0.4% 2.86% +0.11
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.2% 0.69% +0.12
DE Deere & Co. Reduce -0.1% 0.98% +0.13
ABBV Abbvie Inc. Reduce -1.3% 0.84% +0.14
PG The Procter & Gamble Co. Reduce -0.3% 3.20% +0.15
MA Mastercard Inc. Class A Reduce -3.9% 4.69% +0.16
CVX Chevron Corp. Reduce -0.3% 1.76% +0.28
ADP Automatic Data Processing Reduce -2.0% 5.14% +0.29
FISV Fiserv Inc. Reduce -4.2% 4.92% +0.31
RTX RTX Corp. Reduce -2.3% 3.38% +0.46
JNJ Johnson & Johnson Reduce -1.1% 3.64% +0.54
ABT Abbott Laboratories Reduce -0.0% 3.83% +0.68

Portfolio Buys Q4 2024 → Q1 2025
VRTX Vertex Pharmaceuticals Inc. Add +16.8% 1.81% +0.57
LLY Eli Lilly & Co. New 0.42% +0.42
MKC McCormick & Co.-Non VTG SHRS Add +16.9% 1.40% +0.33
NVO Novo-Nordisk A/S-Spons ADR Add +576.2% 0.37% +0.31
CRM Salesforce Inc. Add +94.5% 0.64% +0.24
UBER Uber Technologies Inc. New 0.24% +0.24
UNH Unitedhealth Group Inc. Add +0.2% 2.41% +0.17
COST Costco Wholesale Corp. Add +102.2% 0.16% +0.09
CARR Carrier Global Corp. Add +8.7% 1.81% +0.08
GS Goldman Sachs Group Inc. Add +44.8% 0.17% +0.05
SBGSY Schneider Elect SE-Unsp ADR Add +3.3% 1.99% −0.02
DHR Danaher Corp. Add +0.9% 2.34% −0.17
AMD Advanced Micro Devices Add +1.6% 2.12% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 75$395.6MAAPL, AMD, GOOGL, NVDA, ADI
Q1 2026 76$340.1MAAPL, GOOGL, JNJ, NVDA, ADI
Q4 2025 73$354.7MAAPL, GOOGL, MSFT, NVDA, AMZN
Q3 2025 73$348.9MAAPL, GOOGL, MSFT, NVDA, ADP
Q2 2025 74$332.6MAAPL, MSFT, ADP, GOOGL, NVDA
Q1 2025 70$320.8MAAPL, ADP, FISV, MA, GOOGL
Q4 2024 70$332.3MAAPL, GOOGL, ADP, FISV, MA
Q3 2024 73$338.5MAAPL, ADP, GOOGL, MSFT, MA
Q2 2024 71$320.0MAAPL, GOOGL, MSFT, ADP, NVDA
Q1 2024 72$313.3MAAPL, MSFT, ADP, GOOGL, MA