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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) |
|---|---|---|---|---|---|
| AMERICAN EXPRESS | COM | 025816109 | — | 635 shares | $214,789 |
| ALPHABET INC CL A | COM | 02079K305 | — | 600 shares | $214,422 |
| WASTE CONNECTIONS INC NEW | COM | 94106B101 | — | 1,250 shares | $208,362 |
| SPDR S&P 500 ETF | COM | 78462F103 | — | 275 shares | $205,362 |
| COSTCO WHOLESALE | COM | 22160K105 | — | 218 shares | $203,932 |
| AMGEN INC | COM | 031162100 | — | 545 shares | $197,355 |
| AUSTRALIAN RARE EARTHS LTD | COM | Q1076Z101 | — | 2,700,000 shares | $196,163 |
| CHARLES SCHWAB | COM | 808513105 | — | 2,125 shares | $196,074 |
| NVIDIA CORP | COM | 67066G104 | — | 975 shares | $195,088 |
| CANADIAN PACIFIC KANSAS CITY L | COM | 13646K108 | — | 2,065 shares | $178,932 |
| APPLE | COM | 037833100 | — | 600 shares | $173,616 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 2,395 shares | $172,823 |
| NEXTERA ENERGY | COM | 65339F101 | — | 1,925 shares | $168,957 |
| ASML HOLDING NV | COM | N07059210 | — | 85 shares | $166,717 |
| BROADCOM INC | COM | 11135F101 | — | 430 shares | $162,432 |
| ANALOG DEVICES | COM | 032654105 | — | 400 shares | $158,868 |
| WAL-MART STORES | COM | 931142103 | — | 1,400 shares | $158,564 |
| UNITEDHEALTH GROUP | COM | 91324P102 | — | 375 shares | $155,861 |
| JOHNSON AND JOHNSON | COM | 478160104 | — | 600 shares | $152,382 |
| CARRIER GLOBAL | COM | 14448C104 | — | 2,050 shares | $150,367 |
| STATE STREET | COM | 857477103 | — | 850 shares | $144,160 |
| FISERV | COM | 337738108 | — | 2,845 shares | $139,547 |
| ROCKWELL AUTOMATION | COM | 773903109 | — | 280 shares | $138,622 |
| EXXON MOBIL | COM | 30231G102 | — | 1,000 shares | $136,720 |
| AMAZON.COM | COM | 023135106 | — | 550 shares | $131,087 |
| MICROSOFT | COM | 594918104 | — | 350 shares | $130,557 |
| RTX CORPORATION | COM | 75513E101 | — | 675 shares | $128,068 |
| GOLDMAN SACHS GROUP | COM | 38141G104 | — | 125 shares | $126,421 |
| FISERV | COM | 337738108 | — | 2,520 shares | $123,606 |
| TJX COS | COM | 872540109 | — | 800 shares | $121,200 |
| NEXTERA ENERGY | COM | 65339F101 | — | 1,370 shares | $120,245 |
| MASTERCARD | COM | 57636Q104 | — | 230 shares | $118,128 |
| GE VERNOVA INC COM | COM | 36828A101 | — | 99 shares | $116,311 |
| WASTE CONNECTIONS INC NEW | COM | 94106B101 | — | 690 shares | $115,016 |
| ALPHABET INC CL C | COM | 02079K107 | — | 325 shares | $114,832 |
| PEPSICO | COM | 713448108 | — | 815 shares | $110,351 |
| EMERSON ELECTRIC | COM | 291011104 | — | 750 shares | $107,362 |
| COCA COLA | COM | 191216100 | — | 1,300 shares | $105,651 |
| WAL-MART STORES | COM | 931142103 | — | 900 shares | $101,934 |
| EMERSON ELECTRIC | COM | 291011104 | — | 700 shares | $100,205 |
| FISERV | COM | 337738108 | — | 1,945 shares | $95,402 |
| GENERAL ELECTRIC | COM | 369604301 | — | 250 shares | $93,432 |
| SCHNEIDER ELEC SA ADR | COM | 80687P106 | — | 1,400 shares | $91,252 |
| ELI LILLY & CO | COM | 532457108 | — | 75 shares | $89,957 |
| WASTE CONNECTIONS INC NEW | COM | 94106B101 | — | 535 shares | $89,179 |
| HOME DEPOT | COM | 437076102 | — | 250 shares | $88,170 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 | — | 375 shares | $83,981 |
| ABBOTT LABS | COM | 002824100 | — | 900 shares | $81,666 |
| APTARGROUP | COM | 038336103 | — | 650 shares | $81,380 |
| DANAHER CORP | COM | 235851102 | — | 425 shares | $80,954 |
| CHEVRON | COM | 166764100 | — | 450 shares | $74,592 |
| EXXON MOBIL | COM | 30231G102 | — | 545 shares | $74,512 |
| VERTEX PHARMACEUTICALS | COM | 92532F100 | — | 150 shares | $74,509 |
| PROCTER & GAMBLE | COM | 742718109 | — | 500 shares | $73,320 |
| CANADIAN PACIFIC KANSAS CITY L | COM | 13646K108 | — | 780 shares | $67,587 |
| XYLEM INC | COM | 98419M100 | — | 550 shares | $65,015 |
| CHARLES SCHWAB | COM | 808513105 | — | 700 shares | $64,589 |
| UNITEDHEALTH GROUP | COM | 91324P102 | — | 155 shares | $64,423 |
| META PLATFORMS INC | COM | 30303M102 | — | 111 shares | $62,525 |
| AMERICAN EXPRESS | COM | 025816109 | — | 175 shares | $59,194 |
| EXXON MOBIL | COM | 30231G102 | — | 375 shares | $51,270 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 650 shares | $46,904 |
| UNION PACIFIC | COM | 907818108 | — | 160 shares | $43,520 |
| MERCK | COM | 58933Y105 | — | 338 shares | $43,433 |
| CISCO SYS INC | COM | 17275R102 | — | 350 shares | $41,111 |
| STRYKER CORP | COM | 863667101 | — | 126 shares | $39,670 |
| ASML HOLDING NV | COM | N07059210 | — | 20 shares | $39,227 |
| CISCO SYS INC | COM | 17275R102 | — | 330 shares | $38,762 |
| BROADCOM INC | COM | 11135F101 | — | 100 shares | $37,775 |
| VISA | COM | 92826C839 | — | 108 shares | $37,054 |
| ADVANCED MICRO DEVICES | COM | 007903107 | — | 60 shares | $34,855 |
| JPMORGAN CHASE | COM | 46625H100 | — | 100 shares | $32,733 |
| DEERE & CO | COM | 244199105 | — | 50 shares | $31,716 |
| UNITEDHEALTH GROUP | COM | 91324P102 | — | 75 shares | $31,172 |
| FISERV | COM | 337738108 | — | 600 shares | $29,430 |
| UNITEDHEALTH GROUP | COM | 91324P102 | — | 70 shares | $29,094 |
| DEERE & CO | COM | 244199105 | — | 45 shares | $28,545 |
| FISERV | COM | 337738108 | — | 571 shares | $28,008 |
| BOEING | COM | 097023105 | — | 125 shares | $27,059 |
| CARRIER GLOBAL | COM | 14448C104 | — | 340 shares | $24,939 |
| ALPHABET INC CL A | COM | 02079K305 | — | 65 shares | $23,229 |
| UNION PACIFIC | COM | 907818108 | — | 85 shares | $23,120 |
| CARRIER GLOBAL | COM | 14448C104 | — | 290 shares | $21,271 |
| STRYKER CORP | COM | 863667101 | — | 66 shares | $20,779 |
| GENERAL ELECTRIC | COM | 369604301 | — | 50 shares | $18,686 |
| AMGEN INC | COM | 031162100 | — | 50 shares | $18,106 |
| APPLIED MATERIAL | COM | 038222105 | — | 25 shares | $18,075 |
| NEXTERA ENERGY | COM | 65339F101 | — | 200 shares | $17,554 |
| APPLE | COM | 037833100 | — | 60 shares | $17,362 |
| NVIDIA CORP | COM | 67066G104 | — | 85 shares | $17,008 |
| DEERE & CO | COM | 244199105 | — | 25 shares | $15,858 |
| JOHNSON AND JOHNSON | COM | 478160104 | — | 55 shares | $13,968 |
| PEPSICO | COM | 713448108 | — | 100 shares | $13,540 |
| AMAZON.COM | COM | 023135106 | — | 55 shares | $13,109 |
| STATE STREET | COM | 857477103 | — | 75 shares | $12,720 |
| ROCKWELL AUTOMATION | COM | 773903109 | — | 25 shares | $12,377 |
| BANK OF AMERICA | COM | 060505104 | — | 200 shares | $11,396 |
| TJX COS | COM | 872540109 | — | 75 shares | $11,362 |
| MICROSOFT | COM | 594918104 | — | 30 shares | $11,191 |
| EXXON MOBIL | COM | 30231G102 | — | 80 shares | $10,938 |