Kidder Stephen W
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Kidder Stephen W reported 74 stock positions worth $332.6 million. Its top holding was Apple (AAPL) at 8.6% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Automatic Data Processing (ADP, 4.8%). Compared with Q1 2025, it opened 6 new positions, sold out of 2, added to 24 and reduced 36. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale Fiserv (FISV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001314377
- Portfolio Value
- $332.6M (Q2 2025)
- SEC Filing
- 0001314376-25-000004 ↗ filed Jul 23, 2025
Holdings Value
Holdings 74 stocks · $332.6M
| AAPL Apple Inc. | 8.58% | 139,065 | $28.5M | Add +0.5% |
| MSFT Microsoft Corp. | 5.16% | 34,534 | $17.2M | Reduce -1.3% |
| ADP Automatic Data Processing | 4.80% | 51,719 | $16.0M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 4.70% | 88,691 | $15.6M | Reduce -1.0% |
| NVDA Nvidia Corp. | 4.47% | 94,070 | $14.9M | Reduce -2.4% |
| MA Mastercard Inc. Class A | 4.32% | 25,592 | $14.4M | Reduce -6.8% |
| AMZN Amazon.com Inc. | 4.17% | 63,149 | $13.9M | Add +0.5% |
| ABT Abbott Laboratories | 3.72% | 90,892 | $12.4M | Reduce -1.9% |
| FISV Fiserv Inc. | 3.69% | 71,154 | $12.3M | Reduce -0.4% |
| ADI Analog Devices Inc. | 3.50% | 48,902 | $11.6M | Reduce -1.1% |
| RTX RTX Corp. | 3.42% | 77,974 | $11.4M | Reduce -4.7% |
| JNJ Johnson & Johnson | 3.13% | 68,180 | $10.4M | Reduce -3.2% |
| HD Home Depot Inc. | 3.04% | 27,590 | $10.1M | Add +1.3% |
| ATR Aptargroup Inc. | 2.97% | 63,099 | $9.9M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 2.84% | 59,376 | $9.5M | Reduce -1.3% |
| AMD Advanced Micro Devices | 2.81% | 65,943 | $9.4M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.70% | 72,787 | $9.0M | Reduce -3.3% |
| ROK Rockwell Automation Inc. | 2.52% | 25,196 | $8.4M | Reduce -14.2% |
| SBGSY Schneider Elect SE-Unsp ADR | 2.24% | 139,789 | $7.5M | Add +0.5% |
| DHR Danaher Corp. | 2.17% | 36,471 | $7.2M | Reduce -0.3% |
| CARR Carrier Global Corp. | 2.02% | 91,797 | $6.7M | Add +0.3% |
| XYL Xylem Inc. | 1.90% | 48,915 | $6.3M | Reduce -0.3% |
| CNI Canadian Natl Railway Co. | 1.77% | 56,459 | $5.9M | Reduce -7.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.62% | 12,130 | $5.4M | Add +1.4% |
| CVX Chevron Corp. | 1.46% | 33,897 | $4.9M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 1.40% | 14,969 | $4.7M | Add +1.5% |
| MKC McCormick & Co.-Non VTG SHRS | 1.23% | 54,150 | $4.1M | Reduce -0.8% |
| DE Deere & Co. | 1.00% | 6,565 | $3.3M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.89% | 10,253 | $3.0M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.73% | 3,130 | $2.4M | Add +92.6% |
| CRM Salesforce Inc. | 0.73% | 8,876 | $2.4M | Add +16.1% |
| ABBV Abbvie Inc. | 0.71% | 12,656 | $2.3M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.69% | 21,382 | $2.3M | Reduce -1.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.61% | 29,305 | $2.0M | Add +70.6% |
| UBER Uber Technologies Inc. | 0.60% | 21,370 | $2.0M | Add +105.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 3,916 | $1.9M | Reduce -5.5% |
| PEP Pepsico Inc. | 0.54% | 13,628 | $1.8M | Reduce -12.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 30,315 | $1.4M | Reduce -0.3% |
| WMT Walmart Inc. | 0.38% | 13,015 | $1.3M | Reduce -2.3% |
| NSRGY Nestle SA-Spons ADR | 0.38% | 12,605 | $1.3M | Reduce -42.5% |
| BA The Boeing Co. | 0.37% | 5,825 | $1.2M | No change |
| SCHW Schwab (charles) Corp. | 0.30% | 11,025 | $1.0M | New |
| AXP American Express Co. | 0.29% | 3,075 | $981K | New |
| UNP Union Pacific Corp. | 0.28% | 4,104 | $944K | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 1,525 | $942K | Reduce -1.6% |
| MMM 3M Co. | 0.28% | 6,112 | $930K | Add +3.6% |
| AMAT Applied Materials Inc. | 0.22% | 4,050 | $741K | New |
| SYK Stryker Corp. | 0.22% | 1,861 | $736K | Add +0.9% |
| BR Broadridge Financial Solutio | 0.22% | 2,950 | $717K | No change |
| GAUAX Gabelli Utilities-A | 0.21% | 138,714 | $710K | No change |
| MRK Merck & Co. Inc. | 0.21% | 8,779 | $695K | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.20% | 920 | $651K | Reduce -5.2% |
| GOOG Alphabet Inc. Class C | 0.18% | 3,458 | $613K | Add +1.7% |
| KO The Coca-Cola Co. | 0.18% | 8,300 | $587K | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.16% | 547 | $541K | Add +0.6% |
| INTC Intel Corp. | 0.14% | 21,050 | $472K | Add +6.6% |
| D Dominion Energy Inc. | 0.14% | 8,157 | $461K | No change |
| IVV iShares Core S&P 500 ETF | 0.13% | 700 | $435K | Reduce -6.7% |
| V Visa Inc. Class A | 0.12% | 1,093 | $388K | Add +4.9% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 1,315 | $338K | No change |
| APD Air Products & Chemicals Inc. | 0.09% | 1,100 | $310K | No change |
| VZ Verizon Communications Inc. | 0.09% | 6,964 | $301K | Add +4.2% |
| STT State Street Corp. | 0.09% | 2,825 | $300K | Reduce -2.6% |
| PAYX Paychex Inc. | 0.09% | 2,040 | $297K | Reduce -6.2% |
| GEV GE Vernova Inc. | 0.09% | 551 | $292K | New |
| NOVOZYMES A S DKK 2.0 | 0.09% | 4,025 | $288K | Add +14.2% |
| BALL Ball Corp. | 0.08% | 5,035 | $282K | Reduce -67.0% |
| CB Chubb Ltd. | 0.08% | 890 | $258K | Add +7.2% |
| NEE Nextera Energy Inc. | 0.08% | 3,625 | $252K | Add +26.1% |
| EMR Emerson Electric Co. | 0.07% | 1,850 | $247K | New |
| RMD Resmed Inc. | 0.07% | 948 | $245K | New |
| VFIAX Vanguard 500 Index-Adm | 0.07% | 400 | $229K | No change |
| BMY Bristol-Myers Squibb Co. | 0.07% | 4,750 | $220K | Add +3.3% |
| FIS Fidelity National Info Serv | 0.07% | 2,700 | $220K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| FISV Fiserv Inc. | Reduce -0.4% | 3.69% | −1.23 |
| JNJ Johnson & Johnson | Reduce -3.2% | 3.13% | −0.51 |
| MA Mastercard Inc. Class A | Reduce -6.8% | 4.32% | −0.37 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 2.84% | −0.35 |
| ADP Automatic Data Processing | Reduce -4.2% | 4.80% | −0.34 |
| NSRGY Nestle SA-Spons ADR | Reduce -42.5% | 0.38% | −0.31 |
| PEP Pepsico Inc. | Reduce -12.6% | 0.54% | −0.19 |
| DHR Danaher Corp. | Reduce -0.3% | 2.17% | −0.17 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.8% | 1.23% | −0.17 |
| BALL Ball Corp. | Reduce -67.0% | 0.08% | −0.16 |
| TJX TJX Companies Inc. | Reduce -3.3% | 2.70% | −0.15 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.71% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.5% | 0.57% | −0.12 |
| ABT Abbott Laboratories | Reduce -1.9% | 3.72% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.69% | −0.11 |
| CNI Canadian Natl Railway Co. | Reduce -7.6% | 1.77% | −0.09 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.08 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.08 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.28% | −0.02 |
| PAYX Paychex Inc. | Reduce -6.2% | 0.09% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.18% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -6.7% | 0.13% | −0.00 |
| STT State Street Corp. | Reduce -2.6% | 0.09% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 0.28% | +0.01 |
| WMT Walmart Inc. | Reduce -2.3% | 0.38% | +0.02 |
| DE Deere & Co. | Reduce -2.1% | 1.00% | +0.02 |
| ATR Aptargroup Inc. | Reduce -0.9% | 2.97% | +0.02 |
| GS Goldman Sachs Group Inc. | Reduce -5.2% | 0.20% | +0.03 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.43% | +0.04 |
| RTX RTX Corp. | Reduce -4.7% | 3.42% | +0.05 |
| XYL Xylem Inc. | Reduce -0.3% | 1.90% | +0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 0.89% | +0.09 |
| ROK Rockwell Automation Inc. | Reduce -14.2% | 2.52% | +0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 4.70% | +0.38 |
| ADI Analog Devices Inc. | Reduce -1.1% | 3.50% | +0.39 |
| AMD Advanced Micro Devices | Reduce -0.5% | 2.81% | +0.69 |
| MSFT Microsoft Corp. | Reduce -1.3% | 5.16% | +1.07 |
| NVDA Nvidia Corp. | Reduce -2.4% | 4.47% | +1.21 |
Portfolio Buys Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Add +0.5% | 4.17% | +0.44 |
| UBER Uber Technologies Inc. | Add +105.9% | 0.60% | +0.36 |
| LLY Eli Lilly & Co. | Add +92.6% | 0.73% | +0.32 |
| SCHW Schwab (charles) Corp. | New | 0.30% | +0.30 |
| AXP American Express Co. | New | 0.29% | +0.29 |
| SBGSY Schneider Elect SE-Unsp ADR | Add +0.5% | 2.24% | +0.25 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +70.6% | 0.61% | +0.24 |
| AMAT Applied Materials Inc. | New | 0.22% | +0.22 |
| CARR Carrier Global Corp. | Add +0.3% | 2.02% | +0.21 |
| CRM Salesforce Inc. | Add +16.1% | 0.73% | +0.09 |
| GEV GE Vernova Inc. | New | 0.09% | +0.09 |
| EMR Emerson Electric Co. | New | 0.07% | +0.07 |
| RMD Resmed Inc. | New | 0.07% | +0.07 |
| NOVOZYMES A S DKK 2.0 | Add +14.2% | 0.09% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 0.18% | +0.02 |
| NEE Nextera Energy Inc. | Add +26.1% | 0.08% | +0.01 |
| MMM 3M Co. | Add +3.6% | 0.28% | +0.01 |
| SYK Stryker Corp. | Add +0.9% | 0.22% | +0.01 |
| V Visa Inc. Class A | Add +4.9% | 0.12% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.16% | +0.00 |
| INTC Intel Corp. | Add +6.6% | 0.14% | +0.00 |
| CB Chubb Ltd. | Add +7.2% | 0.08% | −0.00 |
| VZ Verizon Communications Inc. | Add +4.2% | 0.09% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Add +3.3% | 0.07% | −0.02 |
| MRK Merck & Co. Inc. | Add +0.3% | 0.21% | −0.04 |
| HD Home Depot Inc. | Add +1.3% | 3.04% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.4% | 1.62% | −0.18 |
| CVX Chevron Corp. | Add +0.7% | 1.46% | −0.30 |
| AAPL Apple Inc. | Add +0.5% | 8.58% | −1.00 |
| UNH Unitedhealth Group Inc. | Add +1.5% | 1.40% | −1.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $395.6M | AAPL, AMD, GOOGL, NVDA, ADI |
| Q1 2026 | 76 | $340.1M | AAPL, GOOGL, JNJ, NVDA, ADI |
| Q4 2025 | 73 | $354.7M | AAPL, GOOGL, MSFT, NVDA, AMZN |
| Q3 2025 | 73 | $348.9M | AAPL, GOOGL, MSFT, NVDA, ADP |
| Q2 2025 | 74 | $332.6M | AAPL, MSFT, ADP, GOOGL, NVDA |
| Q1 2025 | 70 | $320.8M | AAPL, ADP, FISV, MA, GOOGL |
| Q4 2024 | 70 | $332.3M | AAPL, GOOGL, ADP, FISV, MA |
| Q3 2024 | 73 | $338.5M | AAPL, ADP, GOOGL, MSFT, MA |
| Q2 2024 | 71 | $320.0M | AAPL, GOOGL, MSFT, ADP, NVDA |
| Q1 2024 | 72 | $313.3M | AAPL, MSFT, ADP, GOOGL, MA |