Kidder Stephen W

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$340,134
Net value change ($000)
-14,517 (-4.1%)
New positions
7
Sold out positions
4
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMAT 2,451 47.5%
JNJ 2,379 17.1%
CVX 1,834 35.4%
WCN 1,458 NEW
AVGO 1,398 76.1%
ADI 1,300 9.9%
XOM 922 35.8%
NEE 622 213.7%
SCHW 515 16.7%
RSP 463 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,536 -21.4%
GOOGL -3,379 -13.2%
UNH -2,850 -55.8%
ADP -2,803 -21.6%
AAPL -2,638 -7.0%
ABT -2,065 -18.3%
MA -1,824 -12.7%
DHR -1,498 -18.1%
DE -1,287 -97.9%
AMZN -1,190 -8.2%
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