Kidder Stephen W Portfolio Holdings

Kidder Stephen W

  • $313 Million
  • Q1 2025

Kidder Stephen W has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $313 Million distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.7M, Automatic Data Processing Inc with a value of $16.5M, Mastercard Inc with a value of $15M, Alphabet Inc. with a value of $13.9M, and Microsoft Corp with a value of $13.1M.

Examining the 13F form we can see an decrease of $12.3M in the current position value, from $325M to 313M.

Below you can find more details about Kidder Stephen W portfolio as well as his latest detailed transactions.

Portfolio value $313 Million
Technology: $84.2 Million
Industrials: $65.5 Million
Healthcare: $61.4 Million
Consumer Cyclical: $31.9 Million
Financial Services: $22.8 Million
Consumer Defensive: $21.8 Million
Communication Services: $14.7 Million
Energy: $8.22 Million
Other: $2.27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$30.7 Million 9.82% of portfolio
138,314
Q1 2025 Reduced 0.81%
$132B
$16.5 Million 5.27% of portfolio
53,962
Q1 2025 Reduced 2.03%
$557B
$15 Million 4.81% of portfolio
27,448
Q1 2025 Reduced 3.91%
$993B
$13.9 Million 4.43% of portfolio
89,615
Q1 2025 Reduced 2.07%
$3.52T
$13.1 Million 4.2% of portfolio
35,000
Q1 2025 Reduced 0.77%
$234B
$12.3 Million 3.93% of portfolio
92,672
Q1 2025 Reduced 0.03%
$2.21T
$12 Million 3.82% of portfolio
62,853
Q1 2025 Reduced 1.14%
$406B
$11.7 Million 3.74% of portfolio
70,443
Q1 2025 Reduced 1.1%
$207B
$10.8 Million 3.46% of portfolio
81,803
Q1 2025 Reduced 2.31%
$355B
$10.4 Million 3.34% of portfolio
96,330
Q1 2025 Reduced 3.73%
$385B
$10.3 Million 3.28% of portfolio
60,161
Q1 2025 Reduced 0.31%
$374B
$9.98 Million 3.19% of portfolio
27,226
Q1 2025 Reduced 0.57%
$117B
$9.97 Million 3.19% of portfolio
49,456
Q1 2025 Reduced 0.76%
$9.91B
$9.44 Million 3.02% of portfolio
63,648
Q1 2025 Reduced 0.61%
$147B
$9.16 Million 2.93% of portfolio
75,244
Q1 2025 Reduced 0.37%
$79.5B
$8.95 Million 2.86% of portfolio
71,452
Q1 2025 Reduced 4.21%
$37.4B
$7.59 Million 2.43% of portfolio
29,371
Q1 2025 Reduced 0.72%
$145B
$7.5 Million 2.4% of portfolio
36,583
Q1 2025 Added 0.87%
$197B
$6.81 Million 2.18% of portfolio
66,268
Q1 2025 Added 1.6%
$140B
$6.38 Million 2.04% of portfolio
139,034
Q1 2025 Added 3.31%
$70.9B
$5.96 Million 1.9% of portfolio
61,113
Q1 2025 Reduced 11.26%
$23B
$5.86 Million 1.87% of portfolio
49,072
Q1 2025 Reduced 0.32%
$59.9B
$5.8 Million 1.86% of portfolio
91,539
Q1 2025 Added 8.73%
$115B
$5.8 Million 1.85% of portfolio
11,966
Q1 2025 Added 16.76%
$276B
$5.63 Million 1.8% of portfolio
33,667
Q1 2025 Reduced 0.32%
$18.9B
$4.49 Million 1.44% of portfolio
54,570
Q1 2025 Added 16.89%
$157B
$3.15 Million 1.01% of portfolio
6,705
Q1 2025 Reduced 0.07%
$334B
$2.69 Million 0.86% of portfolio
12,841
Q1 2025 Reduced 1.34%
$782B
$2.59 Million 0.83% of portfolio
10,540
Q4 2024 Added 1.28%
$437B
$2.59 Million 0.83% of portfolio
21,782
Q4 2024 Reduced 0.23%
$179B
$2.34 Million 0.75% of portfolio
15,598
Q1 2025 Reduced 21.19%
$293B
$2.22 Million 0.71% of portfolio
21,908
Q1 2025 Reduced 49.36%
$648B
$2.21 Million 0.7% of portfolio
4,142
Q1 2025 Reduced 1.19%
$272B
$2.05 Million 0.66% of portfolio
7,642
Q1 2025 Added 94.55%
$735B
$1.34 Million 0.43% of portfolio
1,625
Q1 2025 New
$360B
$1.27 Million 0.41% of portfolio
30,390
Q4 2024 Reduced 0.08%
$170B
$1.19 Million 0.38% of portfolio
17,175
Q1 2025 Added 576.18%
$265B
$1.17 Million 0.37% of portfolio
13,315
Q1 2025 Reduced 2.38%
$130B
$993,000 0.32% of portfolio
5,825
Q3 2024 Reduced 11.14%
$138B
$972,000 0.31% of portfolio
4,115
Q3 2024 Reduced 11.88%
$0
$867,000 0.28% of portfolio
1,550
Q1 2025 Reduced 4.91%
$79.7B
$866,000 0.28% of portfolio
5,900
Q3 2024 Reduced 4.84%
$201B
$785,000 0.25% of portfolio
8,754
Q3 2024 Reduced 2.78%
$16.8B
$795,000 0.25% of portfolio
15,280
Q1 2025 Reduced 77.72%
$172B
$756,000 0.24% of portfolio
10,380
Q1 2025 New
$37.6B
$715,000 0.23% of portfolio
2,950
Q3 2024 Reduced 3.28%
$145B
$686,000 0.22% of portfolio
1,845
Q4 2024 Added 3.71%
$310B
$598,000 0.19% of portfolio
8,350
Q1 2025 Reduced 1.53%
$1.08T
$531,000 0.17% of portfolio
3,400
Q1 2025 Reduced 5.76%

Summary

  • Portfolio
  • No. of Stocks 312
  • Current Value $313 Million
  • Prior Value $325 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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