Filed: 5/6/2025ACC: 0001215208-25-000002
📋 What this filing means
KIDDER STEPHEN W filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $320.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$320.78M
Total AUM (reported)
2.12M
Total Shares
Allocation by class
COM$319.84M99.7%
EQUITY MUTUAL FU$938.1K0.3%
Portfolio Concentration
Top 3$62.99M19.6%
4–10$88.81M27.7%
11–25$118.68M37.0%
Rest$50.29M15.7%
Top 3 weight
19.6%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 2.12M
Sole
Full voting authority
451.51K
shares
% of voting shares21.3%
Shared
Joint voting authority
1.67M
shares
% of voting shares78.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole62
Shared0
Other8
Dominant voting typeShared · 78.7% of voting shares
Institutional Holdings70
Rows:
APPLE
SOLEShares138.31K
TypeSH
Market value$30.72M
9.58%
Sole
15.28K
Shared
123.03K
None
0.00
AUTOMATIC DATA PROCESSING
SOLEShares53.96K
TypeSH
Market value$16.49M
5.14%
Sole
17.33K
Shared
36.63K
None
0.00
FISERV
SOLEShares71.45K
TypeSH
Market value$15.78M
4.92%
Sole
12.66K
Shared
58.80K
None
0.00
MASTERCARD
SOLEShares27.45K
TypeSH
Market value$15.04M
4.69%
Sole
5.21K
Shared
22.23K
None
0.00
ALPHABET INC CL A
SOLEShares89.61K
TypeSH
Market value$13.86M
4.32%
Sole
17.85K
Shared
71.77K
None
0.00
MICROSOFT
SOLEShares35K
TypeSH
Market value$13.14M
4.10%
Sole
6.01K
Shared
28.99K
None
0.00
ABBOTT LABS
SOLEShares92.67K
TypeSH
Market value$12.29M
3.83%
Sole
19.01K
Shared
73.66K
None
0.00
AMAZON.COM
SOLEShares62.85K
TypeSH
Market value$11.96M
3.73%
Sole
11.78K
Shared
51.07K
None
0.00
JOHNSON AND JOHNSON
SOLEShares70.44K
TypeSH
Market value$11.68M
3.64%
Sole
18.15K
Shared
52.29K
None
0.00
RTX CORPORATION
SOLEShares81.80K
TypeSH
Market value$10.84M
3.38%
Sole
14.08K
Shared
67.72K
None
0.00
NVIDIA CORP
SOLEShares96.33K
TypeSH
Market value$10.44M
3.25%
Sole
18.98K
Shared
77.36K
None
0.00
PROCTER & GAMBLE
SOLEShares60.16K
TypeSH
Market value$10.25M
3.20%
Sole
11.41K
Shared
48.75K
None
0.00
HOME DEPOT
SOLEShares27.23K
TypeSH
Market value$9.98M
3.11%
Sole
4.73K
Shared
22.50K
None
0.00
ANALOG DEVICES
SOLEShares49.46K
TypeSH
Market value$9.97M
3.11%
Sole
9.40K
Shared
40.06K
None
0.00
APTARGROUP
SOLEShares63.65K
TypeSH
Market value$9.44M
2.94%
Sole
12.38K
Shared
51.27K
None
0.00
TJX COS
SOLEShares75.24K
TypeSH
Market value$9.16M
2.86%
Sole
13.27K
Shared
61.98K
None
0.00
UNITEDHEALTH GROUP
SOLEShares14.75K
TypeSH
Market value$7.72M
2.41%
Sole
2.59K
Shared
12.16K
None
0.00
ROCKWELL AUTOMATION
SOLEShares29.37K
TypeSH
Market value$7.59M
2.37%
Sole
4.70K
Shared
24.67K
None
0.00
DANAHER CORP
SOLEShares36.58K
TypeSH
Market value$7.50M
2.34%
Sole
7.10K
Shared
29.49K
None
0.00
ADVANCED MICRO DEVICES
SOLEShares66.27K
TypeSH
Market value$6.81M
2.12%
Sole
12.79K
Shared
53.48K
None
0.00
SCHNEIDER ELEC SA ADR
SOLEShares139.03K
TypeSH
Market value$6.38M
1.99%
Sole
28.60K
Shared
110.43K
None
0.00
CANADIAN NATL RAILWAY
SOLEShares61.11K
TypeSH
Market value$5.96M
1.86%
Sole
12.62K
Shared
48.50K
None
0.00
XYLEM INC
SOLEShares49.07K
TypeSH
Market value$5.86M
1.83%
Sole
8.90K
Shared
40.17K
None
0.00
CARRIER GLOBAL
SOLEShares91.54K
TypeSH
Market value$5.80M
1.81%
Sole
19.11K
Shared
72.42K
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares11.97K
TypeSH
Market value$5.80M
1.81%
Sole
2.08K
Shared
9.89K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 138.31K | SH | $30.72M 9.58% | 15.28K | 123.03K | 0.00 |
AUTOMATIC DATA PROCESSINGSOLE | COM | 53.96K | SH | $16.49M 5.14% | 17.33K | 36.63K | 0.00 |
FISERVSOLE | COM | 71.45K | SH | $15.78M 4.92% | 12.66K | 58.80K | 0.00 |
MASTERCARDSOLE | COM | 27.45K | SH | $15.04M 4.69% | 5.21K | 22.23K | 0.00 |
ALPHABET INC CL ASOLE | COM | 89.61K | SH | $13.86M 4.32% | 17.85K | 71.77K | 0.00 |
MICROSOFTSOLE | COM | 35K | SH | $13.14M 4.10% | 6.01K | 28.99K | 0.00 |
ABBOTT LABSSOLE | COM | 92.67K | SH | $12.29M 3.83% | 19.01K | 73.66K | 0.00 |
AMAZON.COMSOLE | COM | 62.85K | SH | $11.96M 3.73% | 11.78K | 51.07K | 0.00 |
JOHNSON AND JOHNSONSOLE | COM | 70.44K | SH | $11.68M 3.64% | 18.15K | 52.29K | 0.00 |
RTX CORPORATIONSOLE | COM | 81.80K | SH | $10.84M 3.38% | 14.08K | 67.72K | 0.00 |
NVIDIA CORPSOLE | COM | 96.33K | SH | $10.44M 3.25% | 18.98K | 77.36K | 0.00 |
PROCTER & GAMBLESOLE | COM | 60.16K | SH | $10.25M 3.20% | 11.41K | 48.75K | 0.00 |
HOME DEPOTSOLE | COM | 27.23K | SH | $9.98M 3.11% | 4.73K | 22.50K | 0.00 |
ANALOG DEVICESSOLE | COM | 49.46K | SH | $9.97M 3.11% | 9.40K | 40.06K | 0.00 |
APTARGROUPSOLE | COM | 63.65K | SH | $9.44M 2.94% | 12.38K | 51.27K | 0.00 |
TJX COSSOLE | COM | 75.24K | SH | $9.16M 2.86% | 13.27K | 61.98K | 0.00 |
UNITEDHEALTH GROUPSOLE | COM | 14.75K | SH | $7.72M 2.41% | 2.59K | 12.16K | 0.00 |
ROCKWELL AUTOMATIONSOLE | COM | 29.37K | SH | $7.59M 2.37% | 4.70K | 24.67K | 0.00 |
DANAHER CORPSOLE | COM | 36.58K | SH | $7.50M 2.34% | 7.10K | 29.49K | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 66.27K | SH | $6.81M 2.12% | 12.79K | 53.48K | 0.00 |
SCHNEIDER ELEC SA ADRSOLE | COM | 139.03K | SH | $6.38M 1.99% | 28.60K | 110.43K | 0.00 |
CANADIAN NATL RAILWAYSOLE | COM | 61.11K | SH | $5.96M 1.86% | 12.62K | 48.50K | 0.00 |
XYLEM INCSOLE | COM | 49.07K | SH | $5.86M 1.83% | 8.90K | 40.17K | 0.00 |
CARRIER GLOBALSOLE | COM | 91.54K | SH | $5.80M 1.81% | 19.11K | 72.42K | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 11.97K | SH | $5.80M 1.81% | 2.08K | 9.89K | 0.00 |
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