Kidder Stephen W

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
73
Total value ($000)
$348,853
Net value change ($000)
+16,265 (4.9%)
New positions
3
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/23/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,776 23.7%
GOOGL 5,536 35.4%
JNJ 2,048 19.7%
NVDA 1,773 11.9%
AMAT 1,717 231.7%
TJX 1,490 16.6%
AXP 1,217 124.1%
UBER 1,206 60.5%
HD 1,074 10.6%
XYL 850 13.4%
Top Reduces (Value $000, Stocks/ETFs)
FISV -3,111 -25.4%
ATR -1,491 -15.1%
NVO -1,438 -71.1%
CARR -1,278 -19.0%
CNI -1,265 -21.5%
ADP -1,093 -6.9%
MKC -1,020 -24.8%
NSRGY -603 -48.2%
VRTX -584 -10.8%
PEP -342 -19.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type