Q2 2026 13F · SEC CIK 1314377

Kidder Stephen W

Investment managerFiled 2026-08-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $395.6M
Reported positions: 75
Top holdings a year, 3 yrs: +15.7%
Average holding period: 9.4 yrs

Kidder Stephen W is an investment manager that reported 75 positions worth $395.6M in its Q2 2026 13F, filed 2026-08-21. Its largest holdings were Apple Inc (AAPL, 10.0%), Advanced Micro Devices Inc (AMD, 7.2%), Alphabet Inc (GOOGL, 6.7%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 20.4% for the S&P 500.

Kidder Stephen W holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kidder Stephen W 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	10.0%	10.3%	136,410	-0.8%	$39.5M
AMDAdvanced Micro Devices Inc	7.2%	3.2%	48,845	-9.9%	$28.4M
GOOGLAlphabet Inc	6.7%	6.6%	74,451	-3.9%	$26.6M
NVDANvidia Corporation	4.3%	4.4%	85,225	-0.7%	$17.1M
ADIAnalog Devices Inc	4.3%	4.2%	42,788	-5.4%	$17.0M
JNJJohnson & Johnson	4.3%	4.8%	66,643	+0.1%	$16.9M
AMATApplied Matls Inc	4.0%	2.2%	22,000	-1.2%	$15.9M
AMZNAmazon Com Inc	3.9%	3.9%	64,036	+0.3%	$15.3M
MSFTMicrosoft Corp	3.4%	3.8%	36,020	+2.9%	$13.4M
MAMastercard Incorporated	3.3%	3.7%	25,433	+1.1%	$13.1M
RTXRtx Corporation	3.1%	3.7%	65,321	-0.2%	$12.4M
ROKRockwell Automation Inc	3.0%	2.5%	23,597	+0.5%	$11.7M
ADPAutomatic Data Processing in	2.8%	3.0%	50,181	+0.1%	$11.2M
TJXTjx Cos Inc New	2.7%	3.3%	70,440	+0.2%	$10.7M
HDHome Depot Inc	2.5%	2.7%	28,217	+1.1%	$10.0M
SBGSYSchneider Electric SE - ADR	2.4%	2.3%	142,926	+0.8%	$9.3M
LLYEli Lilly & Co	2.3%	1.8%	7,715	+15.8%	$9.3M
PGProcter & Gamble Co	2.3%	2.6%	61,507	+0.6%	$9.0M
ABTAbbott Laboratories	2.1%	2.7%	89,959	+0.3%	$8.2M
VRTXVertex Pharmaceuticals Inc	1.8%	1.7%	14,603	+14.8%	$7.3M
ATRAptargroup Inc	1.8%	2.3%	56,968	-6.6%	$7.1M
DHRDanaher Corp Del	1.7%	2.0%	35,014	-2.2%	$6.7M
XYLXylem Inc	1.5%	1.7%	49,145	+0.5%	$5.8M
CVXChevron Corporation	1.4%	2.1%	34,120	+0.5%	$5.7M
AXPAmerican Express Co	1.3%	1.2%	15,684	+14.2%	$5.3M
AVGOBroadcom Inc	1.3%	1.0%	13,438	+28.5%	$5.1M
CNICanadian Natl Ry Co	1.2%	1.3%	39,510	-4.7%	$4.7M
DEDeere & Co	1.0%	1.1%	6,540	-0.2%	$4.1M
UBERUber Technologies Inc	1.0%	1.2%	53,095	-3.6%	$3.8M
SCHWCharles Schwab Corp (the)	0.9%	1.1%	38,865	+1.4%	$3.6M
JPMJpmorgan Chase & Co	0.8%	0.8%	9,803	+0.0%	$3.2M
ABBVAbbvie Inc	0.8%	0.8%	12,496	+0.1%	$3.1M
XOMExxon Mobil Corp	0.7%	1.0%	20,547	-0.4%	$2.8M
INTCIntel Corp	0.7%	0.3%	19,485	+0.0%	$2.7M
WCNWaste Connections Inc	0.6%	0.4%	14,525	+61.8%	$2.4M
NEENextera Energy Inc	0.5%	0.3%	24,400	+148.3%	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	3,666	+0.0%	$1.8M
BACBank of Amer Corp	0.4%	0.4%	30,265	+0.0%	$1.7M
WMTWalmart Inc	0.3%	0.4%	11,440	+0.0%	$1.3M
MRKMerck & Co Inc	0.3%	0.3%	9,608	+0.0%	$1.2M
BABoeing Co	0.3%	0.3%	5,600	+0.0%	$1.2M
PEPPepsico Inc	0.3%	0.4%	8,833	-4.4%	$1.2M
UNPUnion Pac Corp	0.3%	0.3%	3,920	+0.0%	$1.1M
GOOGAlphabet Inc	0.2%	0.2%	2,675	-5.3%	$945K
DRAMRoundhill ETF Trust	0.2%	—	12,450	—	$919K
MMM3m Co	0.2%	0.2%	5,562	+0.0%	$901K
GSGoldman Sachs Group Inc	0.2%	0.2%	795	-3.0%	$804K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	1,075	+0.0%	$803K
GAUAXGabelli Utilites Fund Class A	0.2%	0.2%	138,714	+0.0%	$702K
KOCoca Cola Co	0.2%	—	8,600	—	$699K

What Kidder Stephen W bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +15.7% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$395.6M	75
Q1 2026	$340.1M	76
Q4 2025	$354.7M	73
Q3 2025	$348.9M	73
Q2 2025	$332.6M	74
Q1 2025	$320.8M	70
Q4 2024	$332.3M	70
Q3 2024	$338.5M	73
Q2 2024	$320.0M	71
Q1 2024	$313.3M	72
Q4 2023	$310.3M	73
Q3 2023	$288.3M	75

Questions about Kidder Stephen W's portfolio

What stocks does Kidder Stephen W own?

Kidder Stephen W's latest 13F, for Q2 2026 and filed Aug 21, 2026, lists 75 positions worth $395.6M. The largest are Apple Inc (AAPL) at 10.0%, Advanced Micro Devices Inc (AMD) at 7.2%, Alphabet Inc (GOOGL) at 6.7%, Nvidia Corporation (NVDA) at 4.3% and Analog Devices Inc (ADI) at 4.3%.

What did Kidder Stephen W buy last quarter?

In Q2 2026, Kidder Stephen W added Nextera Energy Inc (NEE) (+148.3% shares), Waste Connections Inc (WCN) (+61.8% shares) and Broadcom Inc (AVGO) (+28.5% shares), compared with its Q1 2026 filing.

What did Kidder Stephen W sell last quarter?

In Q2 2026, Kidder Stephen W cut from its top 50 Fiserv Inc (FISV), cut from its top 50 Unitedhealth Group Inc (UNH), Advanced Micro Devices Inc (AMD) (-9.9% shares), Aptargroup Inc (ATR) (-6.6% shares) and Analog Devices Inc (ADI) (-5.4% shares), compared with its Q1 2026 filing.

How has Kidder Stephen W's portfolio performed?

A portfolio copying Kidder Stephen W's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.1% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is Kidder Stephen W's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kidder Stephen W's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.