Kidder Stephen W

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$414,036
Net value change ($000)
+18,467 (4.7%)
New positions
4
Sold out positions
3
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 6,321 16.0%
MSFT 5,968 44.4%
NVDA 3,430 20.1%
XOM 3,344 NEW
ADP 2,061 18.3%
CVX 2,022 35.7%
MA 1,591 12.2%
DHR 1,494 22.4%
AMZN 1,343 8.8%
VRTX 1,276 17.6%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -4,803 -30.2%
XOM -2,809 -100.0%
UBER -1,964 -51.3%
ATR -1,827 -25.6%
PG -1,784 -99.5%
LLY -1,704 -71.3%
HD -1,457 -14.6%
TJX -869 -8.1%
ROK -799 -6.8%
AMD -788 -2.8%
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