← Back to Discover
Kidder Stephen W
Period ended Jun 30, 2026 · Latest filing Aug 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $395,568,575
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE · COM · 037833100 · shares: $39,471,599
- ADVANCED MICRO DEVICES · COM · 007903107 · shares: $28,374,549
- ALPHABET INC CL A · COM · 02079K305 · shares: $26,606,553
- NVIDIA CORP · COM · 67066G104 · shares: $17,052,671
- ANALOG DEVICES · COM · 032654105 · shares: $16,994,110
- JOHNSON AND JOHNSON · COM · 478160104 · shares: $16,925,321
- APPLIED MATERIAL · COM · 038222105 · shares: $15,906,000
- AMAZON.COM · COM · 023135106 · shares: $15,262,341
- MICROSOFT · COM · 594918104 · shares: $13,436,181
- MASTERCARD · COM · 57636Q104 · shares: $13,062,388
Reported holdings
326 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE | COM | 037833100 | — | 85,971 shares | $24,876,569 |
| ADVANCED MICRO DEVICES | COM | 007903107 | — | 19,300 shares | $11,211,563 |
| ALPHABET INC CL A | COM | 02079K305 | — | 27,317 shares | $9,762,276 |
| ALPHABET INC CL A | COM | 02079K305 | — | 24,430 shares | $8,730,549 |
| APPLE | COM | 037833100 | — | 27,171 shares | $7,862,201 |
| ADVANCED MICRO DEVICES | COM | 007903107 | — | 13,390 shares | $7,778,385 |
| JOHNSON AND JOHNSON | COM | 478160104 | — | 27,230 shares | $6,915,603 |
| ANALOG DEVICES | COM | 032654105 | — | 17,102 shares | $6,792,401 |
| NVIDIA CORP | COM | 67066G104 | — | 33,355 shares | $6,674,002 |
| APPLIED MATERIAL | COM | 038222105 | — | 8,610 shares | $6,225,030 |
| AMAZON.COM | COM | 023135106 | — | 22,405 shares | $5,340,008 |
| ADVANCED MICRO DEVICES | COM | 007903107 | — | 9,140 shares | $5,309,517 |
| AMAZON.COM | COM | 023135106 | — | 22,133 shares | $5,275,179 |
| MICROSOFT | COM | 594918104 | — | 13,865 shares | $5,171,922 |
| ALPHABET INC CL A | COM | 02079K305 | — | 14,026 shares | $5,012,472 |
| RTX CORPORATION | COM | 75513E101 | — | 25,750 shares | $4,885,547 |
| ROCKWELL AUTOMATION | COM | 773903109 | — | 9,850 shares | $4,876,538 |
| MASTERCARD | COM | 57636Q104 | — | 9,282 shares | $4,767,235 |
| ANALOG DEVICES | COM | 032654105 | — | 11,573 shares | $4,596,448 |
| TJX COS | COM | 872540109 | — | 30,110 shares | $4,561,665 |
| NVIDIA CORP | COM | 67066G104 | — | 22,420 shares | $4,486,018 |
| APPLE | COM | 037833100 | — | 15,219 shares | $4,403,770 |
| MASTERCARD | COM | 57636Q104 | — | 8,379 shares | $4,303,454 |
| JOHNSON AND JOHNSON | COM | 478160104 | — | 16,425 shares | $4,171,457 |
| ELI LILLY & CO | COM | 532457108 | — | 3,443 shares | $4,129,637 |
| APPLIED MATERIAL | COM | 038222105 | — | 5,520 shares | $3,990,960 |
| JOHNSON AND JOHNSON | COM | 478160104 | — | 15,655 shares | $3,975,900 |
| MICROSOFT | COM | 594918104 | — | 10,642 shares | $3,969,679 |
| HOME DEPOT | COM | 437076102 | — | 10,694 shares | $3,771,560 |
| RTX CORPORATION | COM | 75513E101 | — | 19,634 shares | $3,725,159 |
| SCHNEIDER ELEC SA ADR | COM | 80687P106 | — | 55,765 shares | $3,634,763 |
| PROCTER & GAMBLE | COM | 742718109 | — | 23,786 shares | $3,487,979 |
| NVIDIA CORP | COM | 67066G104 | — | 17,235 shares | $3,448,551 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 | — | 15,054 shares | $3,371,343 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 | — | 15,030 shares | $3,365,968 |
| APPLIED MATERIAL | COM | 038222105 | — | 4,645 shares | $3,358,335 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 | — | 14,945 shares | $3,346,933 |
| ANALOG DEVICES | COM | 032654105 | — | 8,409 shares | $3,339,803 |
| ROCKWELL AUTOMATION | COM | 773903109 | — | 6,612 shares | $3,273,469 |
| APTARGROUP | COM | 038336103 | — | 25,913 shares | $3,244,308 |
| HOME DEPOT | COM | 437076102 | — | 9,077 shares | $3,201,276 |
| VERTEX PHARMACEUTICALS | COM | 92532F100 | — | 6,270 shares | $3,114,497 |
| ABBOTT LABS | COM | 002824100 | — | 33,760 shares | $3,063,382 |
| CHEVRON | COM | 166764100 | — | 18,105 shares | $3,001,085 |
| DANAHER CORP | COM | 235851102 | — | 15,685 shares | $2,987,679 |
| TJX COS | COM | 872540109 | — | 18,968 shares | $2,873,652 |
| AMAZON.COM | COM | 023135106 | — | 11,758 shares | $2,802,402 |
| INTEL | COM | 458140100 | — | 19,485 shares | $2,720,691 |
| ADVANCED MICRO DEVICES | COM | 007903107 | — | 4,460 shares | $2,590,858 |
| PROCTER & GAMBLE | COM | 742718109 | — | 17,540 shares | $2,572,066 |
| XYLEM INC | COM | 98419M100 | — | 21,740 shares | $2,569,885 |
| MICROSOFT | COM | 594918104 | — | 6,798 shares | $2,535,790 |
| SCHNEIDER ELEC SA ADR | COM | 80687P106 | — | 38,870 shares | $2,533,547 |
| ABBOTT LABS | COM | 002824100 | — | 27,307 shares | $2,477,837 |
| MASTERCARD | COM | 57636Q104 | — | 4,689 shares | $2,408,270 |
| AMERICAN EXPRESS | COM | 025816109 | — | 7,083 shares | $2,395,825 |
| ELI LILLY & CO | COM | 532457108 | — | 1,993 shares | $2,390,464 |
| DEERE & CO | COM | 244199105 | — | 3,600 shares | $2,283,588 |
| BROADCOM INC | COM | 11135F101 | — | 5,875 shares | $2,219,281 |
| ROCKWELL AUTOMATION | COM | 773903109 | — | 4,250 shares | $2,104,090 |
| RTX CORPORATION | COM | 75513E101 | — | 11,005 shares | $2,087,979 |
| VERTEX PHARMACEUTICALS | COM | 92532F100 | — | 4,013 shares | $1,993,377 |
| ALPHABET INC CL A | COM | 02079K305 | — | 5,428 shares | $1,939,804 |
| CANADIAN NATL RAILWAY | COM | 136375102 | — | 15,870 shares | $1,892,339 |
| JPMORGAN CHASE | COM | 46625H100 | — | 5,670 shares | $1,855,961 |
| APTARGROUP | COM | 038336103 | — | 14,790 shares | $1,851,708 |
| SCHNEIDER ELEC SA ADR | COM | 80687P106 | — | 28,303 shares | $1,844,790 |
| PROCTER & GAMBLE | COM | 742718109 | — | 12,230 shares | $1,793,407 |
| DEERE & CO | COM | 244199105 | — | 2,820 shares | $1,788,811 |
| TJX COS | COM | 872540109 | — | 11,475 shares | $1,738,462 |
| HOME DEPOT | COM | 437076102 | — | 4,903 shares | $1,729,190 |
| CHARLES SCHWAB | COM | 808513105 | — | 18,660 shares | $1,721,758 |
| BANK OF AMERICA | COM | 060505104 | — | 30,065 shares | $1,713,104 |
| EXXON MOBIL | COM | 30231G102 | — | 12,320 shares | $1,684,390 |
| ABBVIE | COM | 00287Y109 | — | 6,661 shares | $1,676,174 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 22,260 shares | $1,606,282 |
| ABBOTT LABS | COM | 002824100 | — | 17,106 shares | $1,552,198 |
| DANAHER CORP | COM | 235851102 | — | 8,147 shares | $1,551,841 |
| NVIDIA CORP | COM | 67066G104 | — | 7,720 shares | $1,544,695 |
| ELI LILLY & CO | COM | 532457108 | — | 1,275 shares | $1,529,273 |
| BROADCOM INC | COM | 11135F101 | — | 3,855 shares | $1,456,226 |
| ANALOG DEVICES | COM | 032654105 | — | 3,599 shares | $1,429,415 |
| APPLE | COM | 037833100 | — | 4,929 shares | $1,426,255 |
| APPLIED MATERIAL | COM | 038222105 | — | 1,940 shares | $1,402,620 |
| XYLEM INC | COM | 98419M100 | — | 11,640 shares | $1,375,964 |
| JPMORGAN CHASE | COM | 46625H100 | — | 4,033 shares | $1,320,122 |
| AMERICAN EXPRESS | COM | 025816109 | — | 3,780 shares | $1,278,585 |
| CANADIAN NATL RAILWAY | COM | 136375102 | — | 10,570 shares | $1,260,367 |
| APTARGROUP | COM | 038336103 | — | 9,930 shares | $1,243,236 |
| VERTEX PHARMACEUTICALS | COM | 92532F100 | — | 2,458 shares | $1,220,962 |
| WASTE CONNECTIONS INC NEW | COM | 94106B101 | — | 7,295 shares | $1,216,004 |
| ADVANCED MICRO DEVICES | COM | 007903107 | — | 2,070 shares | $1,202,484 |
| BOEING | COM | 097023105 | — | 5,475 shares | $1,185,173 |
| JOHNSON AND JOHNSON | COM | 478160104 | — | 4,628 shares | $1,175,373 |
| CHEVRON | COM | 166764100 | — | 7,040 shares | $1,166,950 |
| AMAZON.COM | COM | 023135106 | — | 4,885 shares | $1,164,291 |
| DANAHER CORP | COM | 235851102 | — | 5,808 shares | $1,106,308 |
| MICROSOFT | COM | 594918104 | — | 2,880 shares | $1,074,298 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 14,330 shares | $1,034,053 |
| RTX CORPORATION | COM | 75513E101 | — | 5,447 shares | $1,033,459 |