Kidder Stephen W

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$354,651
Net value change ($000)
+5,798 (1.7%)
New positions
4
Sold out positions
4
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 4,496 21.2%
AMAT 2,701 109.9%
AAPL 2,218 6.3%
AXP 1,915 87.1%
AMD 1,908 19.0%
AVGO 1,838 NEW
JNJ 1,429 11.5%
SCHW 1,291 72.0%
ADI 1,151 9.6%
DHR 1,144 16.0%
Top Reduces (Value $000, Stocks/ETFs)
PG -7,649 -83.1%
FISV -4,681 -51.1%
CARR -3,956 -72.7%
MKC -3,056 -99.0%
LLY -2,856 -91.6%
CRM -2,275 -100.0%
ADP -1,864 -12.5%
HD -1,685 -15.1%
DE -1,682 -56.1%
MSFT -1,158 -6.6%
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