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

About Kidder Stephen W

Investment Activity

  • Kidder Stephen W has $320.78 million in total holdings as of December 31, 2024.
  • Kidder Stephen W owns shares of 92 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 7.60% of the portfolio was purchased this quarter.
  • About 3.39% of the portfolio was sold this quarter.
  • This quarter, Kidder Stephen W has purchased 87 new stocks and bought additional shares in 28 stocks.
  • Kidder Stephen W sold shares of 32 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$30,723,687
Fiserv
$15,778,745
Mastercard
$15,044,798
Alphabet
$13,858,064

Largest New Holdings this Quarter

90353T100 - Uber Technologies
$756,287 Holding
532457108 - Eli Lilly and Company
$649,991 Holding
532457108 - Eli Lilly and Company
$393,959 Holding
532457108 - Eli Lilly and Company
$140,405 Holding
532457108 - Eli Lilly and Company
$91,676 Holding

Largest Purchases this Quarter

Procter & Gamble
23,696 shares (about $4.04M)
Procter & Gamble
16,844 shares (about $2.87M)
Procter & Gamble
11,347 shares (about $1.93M)
McCormick & Company, Incorporated
22,955 shares (about $1.89M)
Deere & Company
3,690 shares (about $1.73M)

Largest Sales this Quarter

Ball
53,310 shares (about $2.78M)
Nestlé
21,353 shares (about $2.16M)
Canadian National Railway
7,758 shares (about $756.09K)
Fiserv
3,141 shares (about $693.63K)
PepsiCo
4,195 shares (about $629.00K)

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
$30,723,687$250,340 -0.8%138,3149.6%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$16,487,009$342,194 -2.0%53,9625.1%Business Services
Fiserv, Inc. stock logo
FI
Fiserv
$15,778,745$693,627 -4.2%71,4524.9%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$15,044,798$611,702 -3.9%27,4484.7%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,858,064$292,579 -2.1%89,6154.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$13,138,649$101,355 -0.8%35,0004.1%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$12,292,940$3,184 0.0%92,6723.8%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,958,413$138,129 -1.1%62,8533.7%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,682,267$129,355 -1.1%70,4433.6%Medical
RTX Co. stock logo
RTX
RTX
$10,835,624$256,575 -2.3%81,8033.4%Aerospace
NVIDIA Co. stock logo
NVDA
NVIDIA
$10,440,244$404,582 -3.7%96,3303.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$9,978,056$57,539 -0.6%27,2263.1%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$9,973,792$76,635 -0.8%49,4563.1%Computer and Technology
AptarGroup, Inc. stock logo
ATR
AptarGroup
$9,444,092$57,720 -0.6%63,6482.9%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$9,164,719$33,860 -0.4%75,2442.9%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,724,263$14,141 0.2%14,7482.4%Medical
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$7,588,878$55,293 -0.7%29,3712.4%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$7,499,515$64,370 0.9%36,5832.3%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,808,375$107,363 1.6%66,2682.1%Computer and Technology
Schneider Electric S.E. stock logo
SBGSY
Schneider Electric S.E.
$6,384,442$204,849 3.3%139,0342.0%Industrials
Canadian National Railway stock logo
CNI
Canadian National Railway
$5,956,073$756,095 -11.3%61,1131.9%Transportation
Xylem Inc. stock logo
XYL
Xylem
$5,862,141$18,875 -0.3%49,0721.8%Business Services
Carrier Global Co. stock logo
CARR
Carrier Global
$5,803,573$465,927 8.7%91,5391.8%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$5,801,356$832,921 16.8%11,9661.8%Medical
Chevron Co. stock logo
CVX
Chevron
$5,632,151$18,235 -0.3%33,6671.8%Energy
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,049,350$4,038,273 36,455.4%23,7611.3%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,881,632$2,870,555 25,913.8%16,9090.9%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$2,690,447$36,666 -1.3%12,8410.8%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,590,5340.0%21,7820.8%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,585,4620.0%10,5400.8%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,338,764$628,998 -21.2%15,5980.7%Consumer Staples
Nestlé S.A. stock logo
NSRGY
Nestlé
$2,216,431$2,160,282 -49.4%21,9080.7%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,205,946$26,629 -1.2%4,1420.7%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$2,050,808$996,689 94.6%7,6420.6%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,944,833$1,933,756 17,456.9%11,4120.6%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$1,893,130$1,889,426 51,011.1%23,0000.6%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$1,755,369$1,731,902 7,380.0%3,7400.5%Industrials
Bank of America Co. stock logo
BAC
Bank of America
$1,268,1740.0%30,3900.4%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,192,632$1,016,254 576.2%17,1750.4%Medical
Walmart Inc. stock logo
WMT
Walmart
$1,168,924$28,532 -2.4%13,3150.4%Retail/Wholesale
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$1,031,756$1,028,052 27,755.6%12,5350.3%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$1,020,836$997,369 4,250.0%2,1750.3%Industrials
The Boeing Company stock logo
BA
Boeing
$993,4540.0%5,8250.3%Aerospace
Union Pacific Co. stock logo
UNP
Union Pacific
$972,1270.0%4,1150.3%Transportation
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$896,356$892,652 24,100.0%10,8900.3%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$868,972$857,895 7,744.6%5,0990.3%Consumer Staples
3M stock logo
MMM
3M
$866,4740.0%5,9000.3%Multi-Sector Conglomerates
Ball Co. stock logo
BALL
Ball
$795,629$2,775,850 -77.7%15,2800.2%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$785,7590.0%8,7540.2%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$756,287$756,287 New Holding10,3800.2%Computer and Technology
GABELLI UTILITES FUND CLASS A
$731,0240.0%138,7140.2%Equity Mutual Fu
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$715,2570.0%2,9500.2%Business Services
Stryker Co. stock logo
SYK
Stryker
$686,8010.0%1,8450.2%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$671,268$475,482 242.9%1,2000.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$649,991$649,991 New Holding7870.2%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$598,027$9,311 -1.5%8,3500.2%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$531,191$32,496 -5.8%3,4000.2%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$529,901$163,887 44.8%9700.2%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$514,504$260,089 102.2%5440.2%Retail/Wholesale
Dominion Energy, Inc. stock logo
D
Dominion Energy
$457,3630.0%8,1570.1%Utilities
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$453,940$450,236 12,155.6%5,5150.1%Consumer Staples
Intel Co. stock logo
INTC
Intel
$448,295$22,710 -4.8%19,7400.1%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$421,4250.0%7500.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$411,564$400,487 3,615.4%2,4150.1%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$393,959$393,959 New Holding4770.1%Medical
Visa Inc. stock logo
V
Visa
$365,179$8,761 -2.3%1,0420.1%Business Services
Paychex, Inc. stock logo
PAYX
Paychex
$335,5590.0%2,1750.1%Business Services
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$324,4120.0%1,1000.1%Basic Materials
Deere & Company stock logo
DE
Deere & Company
$321,505$298,037 1,270.0%6850.1%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$303,0960.0%6,6820.1%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$280,5540.0%4,6000.1%Medical
GE Aerospace stock logo
GE
GE Aerospace
$263,1960.0%1,3150.1%Industrials
State Street Co. stock logo
STT
State Street
$259,6360.0%2,9000.1%Finance
General Mills, Inc. stock logo
GIS
General Mills
$254,705$77,727 -23.4%4,2600.1%Consumer Staples
Chubb Limited stock logo
CB
Chubb
$250,6520.0%8300.1%Finance
Aon plc stock logo
AON
AON
$249,4310.0%6250.1%Finance
VANGUARD 500 INDEX FD ADMIRAL
$207,0660.0%4000.1%Equity Mutual Fu
NOVOZYMES A S DKK 2.0
$204,395$23,194 -10.2%3,5250.1%COM
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$203,8080.0%2,8750.1%Utilities
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$201,636$14,936 -6.9%2,7000.1%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$195,7860.0%3500.1%Finance
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$170,382$166,678 4,500.0%2,0700.1%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$140,405$140,405 New Holding1700.0%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$91,676$91,676 New Holding1110.0%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$85,210$74,133 669.2%5000.0%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$45,425$45,425 New Holding550.0%Medical
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$41,155$37,451 1,011.1%5000.0%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$25,814$2,347 10.0%550.0%Industrials
Deere & Company stock logo
DE
Deere & Company
$23,4670.0%500.0%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$20,648$20,648 New Holding250.0%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$11,0770.0%650.0%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$4,939$1,235 33.3%600.0%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$0$514,087 -100.0%00.0%Medical
ResMed Inc. stock logo
RMD
ResMed
$0$203,077 -100.0%00.0%Medical

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