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Kidder Stephen W Top Holdings and 13F Report (2025)

About Kidder Stephen W

Investment Activity

  • Kidder Stephen W has $332.59 million in total holdings as of December 31, 2024.
  • Kidder Stephen W owns shares of 97 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 7.83% of the portfolio was purchased this quarter.
  • About 2.67% of the portfolio was sold this quarter.
  • This quarter, Kidder Stephen W has purchased 93 new stocks and bought additional shares in 46 stocks.
  • Kidder Stephen W sold shares of 34 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$28,531,966
Microsoft
$17,177,558
Alphabet
$15,630,014
NVIDIA
$14,862,120

Largest New Holdings this Quarter

808513105 - Charles Schwab
$1,005,921 Holding
025816109 - American Express
$980,863 Holding
038222105 - Applied Materials
$741,433 Holding
36828A101 - GE VERNOVA INC COM
$291,562 Holding
291011104 - Emerson Electric
$246,660 Holding

Largest Purchases this Quarter

Procter & Gamble
23,621 shares (about $3.76M)
Procter & Gamble
16,254 shares (about $2.59M)
Procter & Gamble
11,380 shares (about $1.81M)
Deere & Company
3,550 shares (about $1.81M)
McCormick & Company, Incorporated
22,855 shares (about $1.73M)

Largest Sales this Quarter

Rockwell Automation
4,175 shares (about $1.39M)
Mastercard
1,856 shares (about $1.04M)
Nestle
9,303 shares (about $923.97K)
Automatic Data Processing
2,243 shares (about $691.74K)
Ball
10,245 shares (about $574.64K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKidder Stephen W

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$28,531,966$154,083 0.5%139,0658.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$17,177,558$231,793 -1.3%34,5345.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$15,950,139$691,741 -4.2%51,7194.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,630,014$162,837 -1.0%88,6914.7%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$14,862,120$357,057 -2.3%94,0704.5%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$14,381,169$1,042,961 -6.8%25,5924.3%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,854,258$64,939 0.5%63,1494.2%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$12,362,221$242,098 -1.9%90,8923.7%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$12,267,660$51,378 -0.4%71,1543.7%Business Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$11,639,654$131,863 -1.1%48,9023.5%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$11,385,763$559,111 -4.7%77,9743.4%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,414,494$345,673 -3.2%68,1803.1%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$10,115,597$133,457 1.3%27,5903.0%Retail/Wholesale
AptarGroup, Inc. stock logo
ATR
AptarGroup
$9,870,576$85,880 -0.9%63,0993.0%Industrials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$9,357,311$46,117 -0.5%65,9432.8%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$8,988,467$303,415 -3.3%72,7872.7%Retail/Wholesale
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$8,369,355$1,386,810 -14.2%25,1962.5%Computer and Technology
Schneider Electric SE stock logo
SBGSY
Schneider Electric
$7,461,937$40,302 0.5%139,7892.2%Industrials
Danaher Corporation stock logo
DHR
Danaher
$7,204,481$22,124 -0.3%36,4712.2%Medical
Carrier Global Corporation stock logo
CARR
Carrier Global
$6,718,623$18,883 0.3%91,7972.0%Construction
Xylem Inc. stock logo
XYL
Xylem
$6,327,644$20,310 -0.3%48,9151.9%Business Services
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$5,873,994$484,202 -7.6%56,4591.8%Transportation
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$5,400,276$73,013 1.4%12,1301.6%Medical
Chevron Corporation stock logo
CVX
Chevron
$4,853,712$32,934 0.7%33,8971.5%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,669,880$68,945 1.5%14,9691.4%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,773,654$3,763,298 36,340.0%23,6861.1%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,972,447$83,204 -2.7%10,2530.9%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,599,943$2,589,587 25,006.2%16,3190.8%Consumer Staples
Salesforce Inc. stock logo
CRM
Salesforce
$2,420,395$336,499 16.1%8,8760.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$2,349,206$34,340 -1.4%12,6560.7%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,304,980$43,120 -1.8%21,3820.7%Energy
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,022,631$837,213 70.6%29,3050.6%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,993,820$1,025,366 105.9%21,3700.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,902,276$109,784 -5.5%3,9160.6%Finance
Deere & Company stock logo
DE
Deere & Company
$1,830,564$1,805,140 7,100.0%3,6000.6%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,823,417$1,813,061 17,507.7%11,4450.5%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,799,441$260,119 -12.6%13,6280.5%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$1,737,415$1,732,866 38,091.7%22,9150.5%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$1,434,506$3,549 -0.2%30,3150.4%Finance
Walmart Inc. stock logo
WMT
Walmart
$1,272,607$29,334 -2.3%13,0150.4%Retail/Wholesale
Nestle SA stock logo
NSRGY
Nestle
$1,251,929$923,974 -42.5%12,6050.4%Consumer Staples
The Boeing Company stock logo
BA
Boeing
$1,220,5120.0%5,8250.4%Aerospace
Deere & Company stock logo
DE
Deere & Company
$1,105,966$1,080,541 4,250.0%2,1750.3%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,063,279$1,043,791 5,356.0%1,3640.3%Medical
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$1,005,921$1,005,921 New Holding11,0250.3%Finance
American Express Company stock logo
AXP
American Express
$980,863$980,863 New Holding3,0750.3%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$944,249$2,531 -0.3%4,1040.3%Transportation
3M Company stock logo
MMM
3M
$930,491$32,275 3.6%6,1120.3%Multi-Sector Conglomerates
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$923,867$919,318 20,208.3%12,1850.3%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$846,530$841,981 18,508.3%11,1650.3%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$787,997$777,641 7,509.2%4,9460.2%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$741,433$741,433 New Holding4,0500.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$741,420$525,173 242.9%1,2000.2%Finance
Stryker Corporation stock logo
SYK
Stryker
$736,267$6,330 0.9%1,8610.2%Medical
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$716,9380.0%2,9500.2%Computer and Technology
GABELLI UTILITES FUND CLASS A
$710,2170.0%138,7140.2%Equity Mutual Fu
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$694,946$1,979 0.3%8,7790.2%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$651,129$35,387 -5.2%9200.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$650,128$630,640 3,236.0%8340.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$613,425$10,289 1.7%3,4580.2%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$587,224$3,537 -0.6%8,3000.2%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$541,497$2,970 0.6%5470.2%Retail/Wholesale
Intel Corporation stock logo
INTC
Intel
$471,520$29,344 6.6%21,0500.1%Computer and Technology
Dominion Energy Inc. stock logo
D
Dominion Energy
$461,0340.0%8,1570.1%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$434,630$31,045 -6.7%7000.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$428,741$409,253 2,100.0%5500.1%Medical
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$398,434$393,885 8,658.3%5,2550.1%Consumer Staples
Visa Inc. stock logo
V
Visa
$388,070$18,108 4.9%1,0930.1%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$384,758$374,402 3,615.4%2,4150.1%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$348,316$322,891 1,270.0%6850.1%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$338,4670.0%1,3150.1%Aerospace
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$310,2660.0%1,1000.1%Basic Materials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$301,332$12,202 4.2%6,9640.1%Computer and Technology
State Street Corporation stock logo
STT
State Street
$300,410$7,975 -2.6%2,8250.1%Finance
Paychex, Inc. stock logo
PAYX
Paychex
$296,738$19,637 -6.2%2,0400.1%Computer and Technology
GE VERNOVA INC COM
$291,562$291,562 New Holding5510.1%COM
NOVOZYMES A S DKK 2.0
$288,054$35,783 14.2%4,0250.1%COM
Ball Corporation stock logo
BALL
Ball
$282,412$574,640 -67.0%5,0350.1%Industrials
Chubb Limited stock logo
CB
Chubb
$257,851$17,383 7.2%8900.1%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$251,647$52,065 26.1%3,6250.1%Utilities
Emerson Electric Co. stock logo
EMR
Emerson Electric
$246,660$246,660 New Holding1,8500.1%Industrials
ResMed Inc. stock logo
RMD
ResMed
$244,584$244,584 New Holding9480.1%Medical
VANGUARD 500 INDEX FD ADMIRAL
$229,0030.0%4000.1%Equity Mutual Fu
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$219,877$6,943 3.3%4,7500.1%Medical
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$219,8070.0%2,7000.1%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$200,801$15,446 -7.1%3250.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$183,190$163,702 840.0%2350.1%Medical
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$156,947$152,398 3,350.0%2,0700.0%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$81,851$62,363 320.0%1050.0%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$79,660$69,304 669.2%5000.0%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$37,910$33,361 733.3%5000.0%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$31,181$11,693 60.0%400.0%Medical
Deere & Company stock logo
DE
Deere & Company
$27,967$2,542 10.0%550.0%Industrials
Deere & Company stock logo
DE
Deere & Company
$25,4240.0%500.0%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$10,3560.0%650.0%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$4,5490.0%600.0%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,559$17,929 -92.0%20.0%Medical
General Mills, Inc. stock logo
GIS
General Mills
$0$254,705 -100.0%00.0%Consumer Staples
Aon plc stock logo
AON
AON
$0$249,431 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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