Investor
Kidder Stephen W
CIK 0001314377 · filed 2026-05-11 · SEC filing
13F book
$340.1M
Positions
76
7 new · 4 sold
Largest name
10.3%
Apple Inc. · AAPL
Est. mark
−$14.1M
Price effect on 69 names still held. Flow −$434.8K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 137.5K | $34.9M | 10.3% | −$2.48M | Cut−$2.64M |
| Alphabet Inc | — | 77.5K | $22.3M | 6.6% | −$1.97M | Cut−$3.38M |
| Johnson & Johnson | JNJ | 66.6K | $16.3M | 4.8% | $2.5M | Cut$2.38M |
| Nvidia Corp | NVDA | 85.9K | $15M | 4.4% | −$1.04M | Cut−$1.09M |
| Analog Devices Inc | ADI | 45.2K | $14.4M | 4.2% | $2.12M | Cut$1.3M |
| Amazon Com Inc | AMZN | 63.8K | $13.3M | 3.9% | −$1.41M | Added−$1.19M |
| Microsoft Corp | MSFT | 35K | $13M | 3.8% | −$3.87M | Added−$3.54M |
| RTX Corp | RTX | 65.5K | $12.6M | 3.7% | $621.9K | Cut−$300.3K |
| Mastercard Inc | MA | 25.2K | $12.6M | 3.7% | −$1.79M | Cut−$1.82M |
| Tjx Cos Inc New | — | 70.3K | $11.2M | 3.3% | $428.2K | Cut$123.3K |
| Advanced Micro Devices Inc | AMD | 54.2K | $11M | 3.2% | −$582K | Cut−$925.1K |
| Automatic Data Processing In | — | 50.2K | $10.2M | 3.0% | −$2.71M | Cut−$2.8M |
| Abbott Labs | ABT | 89.7K | $9.21M | 2.7% | −$2.03M | Cut−$2.07M |
| Home Depot, Inc. | HD | 27.9K | $9.18M | 2.7% | −$420.1K | Added−$329.4K |
| Procter And Gamble Co | PG | 61.1K | $8.83M | 2.6% | $67.8K | Added$238.9K |
| Rockwell Automation, Inc | ROK | 23.5K | $8.43M | 2.5% | −$708.9K | Cut−$769.2K |
| Schneider Elec Sa Adr | — | 141.8K | $7.72M | 2.3% | −$71.1K | Added−$27K |
| Aptargroup, Inc. | ATR | 61K | $7.69M | 2.3% | $247.8K | Cut$64.8K |
| Applied Matls Inc | — | 22.3K | $7.61M | 2.2% | $1.7M | Added$2.45M |
| Chevron Corp New | CVX | 33.9K | $7.02M | 2.1% | $1.85M | Cut$1.83M |
| Danaher Corporation | — | 35.8K | $6.79M | 2.0% | −$1.41M | Cut−$1.5M |
| Eli Lilly & Co | LLY | 6.66K | $6.13M | 1.8% | −$887.5K | Added−$30.3K |
| Xylem Inc. | XYL | 48.9K | $5.84M | 1.7% | −$812.8K | Added−$792.5K |
| Vertex Pharmaceuticals Inc | — | 12.7K | $5.68M | 1.7% | −$85K | Added$29.8K |
| Canadian Natl Ry Co | — | 41.4K | $4.26M | 1.3% | $162.4K | Cut−$317.5K |
| American Express Co | AXP | 13.7K | $4.15M | 1.2% | −$750.1K | Added$39.9K |
| Uber Technologies, Inc | UBER | 55.1K | $3.96M | 1.2% | −$456.3K | Added$151.2K |
| Deere & Co | DE | 6.55K | $3.69M | 1.1% | $640.1K | Cut$637.8K |
| Schwab Charles Corp | — | 38.3K | $3.6M | 1.1% | −$183.1K | Added$515.7K |
| Exxon Mobil Corp | — | 20.6K | $3.5M | 1.0% | $1.02M | Cut$922K |
| Fiserv Inc | FISV | 61K | $3.4M | 1.0% | −$693.3K | Cut−$1.07M |
| Broadcom Inc. | AVGO | 10.5K | $3.24M | 1.0% | −$194.3K | Added$1.4M |
| Jpmorgan Chase & Co. | — | 9.8K | $2.88M | 0.8% | −$275.1K | Cut−$339.5K |
| AbbVie Inc. | ABBV | 12.5K | $2.71M | 0.8% | −$137.3K | Cut−$143K |
| Unitedhealth Group Inc | UNH | 8.34K | $2.26M | 0.7% | −$496.4K | Cut−$2.85M |
| Berkshire Hathaway Inc Del | — | 3.67K | $1.76M | 0.5% | −$86K | Cut−$173.9K |
| Bank America Corp | — | 30.3K | $1.48M | 0.4% | −$189.2K | Held |
| Waste Connections, Inc. | WCN | 8.98K | $1.46M | 0.4% | — | New |
| Pepsico Inc | PEP | 9.24K | $1.43M | 0.4% | $108.7K | Cut$55.6K |
| Walmart Inc. | WMT | 11.4K | $1.42M | 0.4% | $147.2K | Cut$97.1K |
| Merck & Co., Inc. | MRK | 9.61K | $1.16M | 0.3% | $144.4K | Cut$102.3K |
| Boeing Co | — | 5.6K | $1.11M | 0.3% | −$101.3K | Held |
| Union Pac Corp | — | 3.92K | $951.1K | 0.3% | $44.3K | Held |
| Nextera Energy Inc | — | 9.82K | $912.5K | 0.3% | $45.7K | Added$621.5K |
| Intel Corp | INTC | 19.5K | $859.9K | 0.3% | $140.9K | Cut$68.9K |
| Alphabet Inc | — | 2.83K | $810.4K | 0.2% | −$76.1K | Cut−$172.8K |
| 3M CO | MMM | 5.56K | $807.8K | 0.2% | −$82.7K | Cut−$130.7K |
| Gabelli Utilites Fund Class A | — | 138.7K | $739.3K | 0.2% | $40.2K | Held |
| Spdr S&P 500 Etf Tr | — | 1.07K | $699.1K | 0.2% | −$33.9K | Cut−$68K |
| Goldman Sachs Group Inc | — | 820 | $693.7K | 0.2% | −$27.1K | Held |
| CARRIER GLOBAL Corp | CARR | 12K | $677.4K | 0.2% | $41.7K | Cut−$807.1K |
| Coca Cola Co | KO | 8.6K | $654K | 0.2% | $52.8K | Cut$38.8K |
| Stryker Corp | SYK | 1.86K | $611.5K | 0.2% | −$42.6K | Held |
| Dominion Energy, Inc | D | 8.16K | $504.3K | 0.1% | $26.3K | Held |
| Costco Whsl Corp New | — | 487 | $485.3K | 0.1% | $65.3K | Held |
| GE Vernova Inc. | GEV | 551 | $481K | 0.1% | $120.9K | Held |
| Broadridge Finl Solutions In | — | 2.95K | $479.3K | 0.1% | −$179K | Held |
| Invesco Exchange Traded Fd T | — | 2.42K | $463.5K | 0.1% | — | New |
| Ishares Tr | — | 600 | $391.9K | 0.1% | −$19K | Cut−$53.3K |
| Verizon Communications Inc | VZ | 7.7K | $386.5K | 0.1% | $72.9K | Held |
| Ge Aerospace | — | 1.31K | $373.2K | 0.1% | −$31.9K | Held |
| Canadian Pacific Kansas City | — | 4.31K | $339K | 0.1% | — | New |
| Visa Inc. | V | 1.09K | $329.4K | 0.1% | −$51.1K | Added−$40.6K |
| State Str Corp | — | 2.52K | $319.6K | 0.1% | −$6.19K | Cut−$44.9K |
| Air Prods & Chems Inc | — | 1.1K | $319.5K | 0.1% | $47.8K | Held |
| Meta Platforms, Inc. | META | 471 | $269.5K | 0.1% | −$36.2K | Added−$1.82K |
| Cisco Sys Inc | — | 3.38K | $262.3K | 0.1% | $1.89K | Cut−$17.4K |
| Australian Rare Earths Ltd | — | 2.7M | $260.8K | 0.1% | — | New |
| Bristol-Myers Squibb Co | — | 4.1K | $248.7K | 0.1% | $27.5K | Held |
| Bank New York Mellon Corp | — | 2K | $237.3K | 0.1% | $5.08K | Held |
| Vanguard 500 Index Admir | — | 375 | $225.9K | 0.1% | −$11K | Held |
| Gilead Sciences, Inc. | GILD | 1.55K | $215.7K | 0.1% | — | New |
| Nestle Sa Adr | — | 2.17K | $215K | 0.1% | $694 | Cut−$201.3K |
| Lockheed Martin Corp | LMT | 350 | $211.5K | 0.1% | — | New |
| Amgen Inc | AMGN | 595 | $209.3K | 0.1% | — | New |
| Graphite One Inc Com | — | 225K | $198.9K | 0.1% | −$127.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.