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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) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CL B | COM | 084670702 | — | 2,023 shares | $1,012,289 |
| UNION PACIFIC | COM | 907818108 | — | 3,650 shares | $992,800 |
| XYLEM INC | COM | 98419M100 | — | 8,285 shares | $979,370 |
| MASTERCARD | COM | 57636Q104 | — | 1,898 shares | $974,813 |
| BROADCOM INC | COM | 11135F101 | — | 2,573 shares | $971,951 |
| TJX COS | COM | 872540109 | — | 6,362 shares | $963,843 |
| ALPHABET INC CL A | COM | 02079K305 | — | 2,585 shares | $923,801 |
| ROUNDHILL MEMORY ETF | COM | 77926X320 | — | 12,450 shares | $919,432 |
| AMERICAN EXPRESS | COM | 025816109 | — | 2,691 shares | $910,231 |
| 3M | COM | 88579Y101 | — | 5,562 shares | $900,543 |
| CANADIAN NATL RAILWAY | COM | 136375102 | — | 7,310 shares | $871,644 |
| MERCK | COM | 58933Y105 | — | 6,650 shares | $854,525 |
| CHARLES SCHWAB | COM | 808513105 | — | 9,210 shares | $849,807 |
| ROCKWELL AUTOMATION | COM | 773903109 | — | 1,715 shares | $849,062 |
| ALPHABET INC CL C | COM | 02079K107 | — | 2,350 shares | $830,345 |
| ABBVIE | COM | 00287Y109 | — | 3,270 shares | $822,863 |
| BERKSHIRE HATHAWAY CL B | COM | 084670702 | — | 1,643 shares | $822,141 |
| SCHNEIDER ELEC SA ADR | COM | 80687P106 | — | 12,378 shares | $806,798 |
| PEPSICO | COM | 713448108 | — | 5,945 shares | $804,953 |
| NEXTERA ENERGY | COM | 65339F101 | — | 9,085 shares | $797,390 |
| WASTE CONNECTIONS INC NEW | COM | 94106B101 | — | 4,740 shares | $790,111 |
| WAL-MART STORES | COM | 931142103 | — | 6,910 shares | $782,627 |
| CHEVRON | COM | 166764100 | — | 4,612 shares | $764,485 |
| ELI LILLY & CO | COM | 532457108 | — | 626 shares | $750,843 |
| HOME DEPOT | COM | 437076102 | — | 2,128 shares | $750,503 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 | — | 3,237 shares | $724,926 |
| APPLE | COM | 037833100 | — | 2,460 shares | $711,826 |
| PROCTER & GAMBLE | COM | 742718109 | — | 4,796 shares | $703,285 |
| GABELLI UTILITES FUND CLASS A | Equity Mutual Fu | 36240E202 | — | 138,714 shares | $701,894 |
| NVIDIA CORP | COM | 67066G104 | — | 3,435 shares | $687,309 |
| GOLDMAN SACHS GROUP | COM | 38141G104 | — | 670 shares | $677,618 |
| ABBOTT LABS | COM | 002824100 | — | 7,456 shares | $676,557 |
| APPLIED MATERIAL | COM | 038222105 | — | 935 shares | $676,005 |
| ANALOG DEVICES | COM | 032654105 | — | 1,680 shares | $667,246 |
| DANAHER CORP | COM | 235851102 | — | 3,354 shares | $638,870 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 8,800 shares | $635,008 |
| NEXTERA ENERGY | COM | 65339F101 | — | 7,150 shares | $627,555 |
| SPDR S&P 500 ETF | COM | 78462F103 | — | 800 shares | $597,416 |
| COCA COLA | COM | 191216100 | — | 7,300 shares | $593,271 |
| VERTEX PHARMACEUTICALS | COM | 92532F100 | — | 1,135 shares | $563,789 |
| XYLEM INC | COM | 98419M100 | — | 4,765 shares | $563,271 |
| DOMINION RES INC | COM | 25746U109 | — | 8,157 shares | $557,042 |
| MICROSOFT | COM | 594918104 | — | 1,455 shares | $542,744 |
| AMAZON.COM | COM | 023135106 | — | 2,250 shares | $536,265 |
| STRYKER CORP | COM | 863667101 | — | 1,669 shares | $525,468 |
| RTX CORPORATION | COM | 75513E101 | — | 2,755 shares | $522,706 |
| JOHNSON AND JOHNSON | COM | 478160104 | — | 2,050 shares | $520,638 |
| EXXON MOBIL | COM | 30231G102 | — | 3,520 shares | $481,254 |
| MASTERCARD | COM | 57636Q104 | — | 935 shares | $480,216 |
| APTARGROUP | COM | 038336103 | — | 3,640 shares | $455,728 |
| ISHARES S&P 500 | COM | 464287200 | — | 600 shares | $449,334 |
| AMERICAN EXPRESS | COM | 025816109 | — | 1,300 shares | $439,725 |
| ROCKWELL AUTOMATION | COM | 773903109 | — | 865 shares | $428,244 |
| CHARLES SCHWAB | COM | 808513105 | — | 4,620 shares | $426,287 |
| NEXTERA ENERGY | COM | 65339F101 | — | 4,650 shares | $408,130 |
| BROADRIDGE FINANCIAL SOLUTIONS | COM | 11133T103 | — | 2,950 shares | $404,002 |
| HOME DEPOT | COM | 437076102 | — | 1,145 shares | $403,819 |
| TJX COS | COM | 872540109 | — | 2,650 shares | $401,475 |
| SCHNEIDER ELEC SA ADR | COM | 80687P106 | — | 6,060 shares | $394,991 |
| ABBVIE | COM | 00287Y109 | — | 1,550 shares | $390,042 |
| PROCTER & GAMBLE | COM | 742718109 | — | 2,590 shares | $379,798 |
| GENERAL ELECTRIC | COM | 369604301 | — | 1,015 shares | $379,336 |
| CHEVRON | COM | 166764100 | — | 2,288 shares | $379,259 |
| EXXON MOBIL | COM | 30231G102 | — | 2,707 shares | $370,101 |
| CANADIAN NATL RAILWAY | COM | 136375102 | — | 3,010 shares | $358,912 |
| ELI LILLY & CO | COM | 532457108 | — | 295 shares | $353,832 |
| INVESCO S & P 500 EQUAL WEIGHT | COM | 46137V357 | — | 1,600 shares | $340,432 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 | — | 1,515 shares | $339,284 |
| VISA | COM | 92826C839 | — | 982 shares | $336,914 |
| MERCK | COM | 58933Y105 | — | 2,620 shares | $336,670 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 4,610 shares | $332,658 |
| CHARLES SCHWAB | COM | 808513105 | — | 3,550 shares | $327,558 |
| VERIZON COMMUNICATIONS | COM | 92343V104 | — | 7,700 shares | $326,018 |
| AIR PRODUCTS & CHEM | COM | 009158106 | — | 1,100 shares | $322,498 |
| CANADIAN NATL RAILWAY | COM | 136375102 | — | 2,680 shares | $319,563 |
| CISCO SYS INC | COM | 17275R102 | — | 2,700 shares | $317,142 |
| ABBOTT LABS | COM | 002824100 | — | 3,350 shares | $303,979 |
| DANAHER CORP | COM | 235851102 | — | 1,555 shares | $296,196 |
| BANK NEW YORK MELLON | COM | 064058100 | — | 2,000 shares | $289,220 |
| VERTEX PHARMACEUTICALS | COM | 92532F100 | — | 565 shares | $280,652 |
| GE VERNOVA INC COM | COM | 36828A101 | — | 232 shares | $272,568 |
| STATE STREET | COM | 857477103 | — | 1,600 shares | $271,360 |
| CHEVRON | COM | 166764100 | — | 1,625 shares | $269,360 |
| CANADIAN PACIFIC KANSAS CITY L | COM | 13646K108 | — | 3,085 shares | $267,315 |
| PEPSICO | COM | 713448108 | — | 1,930 shares | $261,322 |
| VANGUARD 500 INDEX FD ADMIRAL | Equity Mutual Fu | 922908710 | — | 375 shares | $259,462 |
| META PLATFORMS INC | COM | 30303M102 | — | 460 shares | $259,113 |
| GE VERNOVA INC COM | COM | 36828A101 | — | 220 shares | $258,469 |
| WAL-MART STORES | COM | 931142103 | — | 2,230 shares | $252,570 |
| XYLEM INC | COM | 98419M100 | — | 2,115 shares | $250,014 |
| APTARGROUP | COM | 038336103 | — | 1,995 shares | $249,774 |
| ADVANCED MICRO DEVICES | COM | 007903107 | — | 425 shares | $246,887 |
| ABBVIE | COM | 00287Y109 | — | 975 shares | $245,349 |
| ASML HOLDING NV | COM | N07059210 | — | 125 shares | $245,172 |
| BRISTOL-MYERS SQUIBB | COM | 110122108 | — | 4,100 shares | $236,242 |
| APPLIED MATERIAL | COM | 038222105 | — | 325 shares | $234,975 |
| FISERV | COM | 337738108 | — | 4,785 shares | $234,704 |
| COSTCO WHOLESALE | COM | 22160K105 | — | 244 shares | $228,255 |
| BROADCOM INC | COM | 11135F101 | — | 585 shares | $220,984 |
| CARRIER GLOBAL | COM | 14448C104 | — | 3,000 shares | $220,050 |