Filed: 7/23/2025ACC: 0001314376-25-000004
📋 What this filing means
KIDDER STEPHEN W filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $332.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$332.59M
Total AUM (reported)
2.11M
Total Shares
Allocation by class
COM$331.65M99.7%
EQUITY MUTUAL FU$939.2K0.3%
Portfolio Concentration
Top 3$61.66M18.5%
4–10$95.00M28.6%
11–25$121.80M36.6%
Rest$54.13M16.3%
Top 3 weight
18.5%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 2.11M
Sole
Full voting authority
462.51K
shares
% of voting shares21.9%
Shared
Joint voting authority
1.65M
shares
% of voting shares78.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole70
Shared0
Other4
Dominant voting typeShared · 78.1% of voting shares
Institutional Holdings74
Rows:
APPLE
SOLEShares139.06K
TypeSH
Market value$28.53M
8.58%
Sole
17.28K
Shared
121.78K
None
0.00
MICROSOFT
SOLEShares34.53K
TypeSH
Market value$17.18M
5.16%
Sole
6.39K
Shared
28.14K
None
0.00
AUTOMATIC DATA PROCESSING
SOLEShares51.72K
TypeSH
Market value$15.95M
4.80%
Sole
16.90K
Shared
34.82K
None
0.00
ALPHABET INC CL A
SOLEShares88.69K
TypeSH
Market value$15.63M
4.70%
Sole
18.01K
Shared
70.68K
None
0.00
NVIDIA CORP
SOLEShares94.07K
TypeSH
Market value$14.86M
4.47%
Sole
18.98K
Shared
75.08K
None
0.00
MASTERCARD
SOLEShares25.59K
TypeSH
Market value$14.38M
4.32%
Sole
5.10K
Shared
20.49K
None
0.00
AMAZON.COM
SOLEShares63.15K
TypeSH
Market value$13.85M
4.17%
Sole
12.47K
Shared
50.68K
None
0.00
ABBOTT LABS
SOLEShares90.89K
TypeSH
Market value$12.36M
3.72%
Sole
18.86K
Shared
72.04K
None
0.00
FISERV
SOLEShares71.15K
TypeSH
Market value$12.27M
3.69%
Sole
12.92K
Shared
58.23K
None
0.00
ANALOG DEVICES
SOLEShares48.90K
TypeSH
Market value$11.64M
3.50%
Sole
9.70K
Shared
39.21K
None
0.00
RTX CORPORATION
SOLEShares77.97K
TypeSH
Market value$11.39M
3.42%
Sole
13.66K
Shared
64.31K
None
0.00
JOHNSON AND JOHNSON
SOLEShares68.18K
TypeSH
Market value$10.41M
3.13%
Sole
17.68K
Shared
50.50K
None
0.00
HOME DEPOT
SOLEShares27.59K
TypeSH
Market value$10.12M
3.04%
Sole
5.20K
Shared
22.39K
None
0.00
APTARGROUP
SOLEShares63.10K
TypeSH
Market value$9.87M
2.97%
Sole
12.41K
Shared
50.68K
None
0.00
PROCTER & GAMBLE
SOLEShares59.38K
TypeSH
Market value$9.46M
2.84%
Sole
11.45K
Shared
47.93K
None
0.00
ADVANCED MICRO DEVICES
SOLEShares65.94K
TypeSH
Market value$9.36M
2.81%
Sole
12.95K
Shared
52.99K
None
0.00
TJX COS
SOLEShares72.79K
TypeSH
Market value$8.99M
2.70%
Sole
13.50K
Shared
59.29K
None
0.00
ROCKWELL AUTOMATION
SOLEShares25.20K
TypeSH
Market value$8.37M
2.52%
Sole
4.55K
Shared
20.64K
None
0.00
SCHNEIDER ELEC SA ADR
SOLEShares139.79K
TypeSH
Market value$7.46M
2.24%
Sole
29.72K
Shared
110.07K
None
0.00
DANAHER CORP
SOLEShares36.47K
TypeSH
Market value$7.20M
2.17%
Sole
7.16K
Shared
29.32K
None
0.00
CARRIER GLOBAL
SOLEShares91.80K
TypeSH
Market value$6.72M
2.02%
Sole
19.57K
Shared
72.23K
None
0.00
XYLEM INC
SOLEShares48.91K
TypeSH
Market value$6.33M
1.90%
Sole
8.94K
Shared
39.98K
None
0.00
CANADIAN NATL RAILWAY
SOLEShares56.46K
TypeSH
Market value$5.87M
1.77%
Sole
11.35K
Shared
45.11K
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares12.13K
TypeSH
Market value$5.40M
1.62%
Sole
2.23K
Shared
9.90K
None
0.00
CHEVRON
SOLEShares33.90K
TypeSH
Market value$4.85M
1.46%
Sole
5.42K
Shared
28.48K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 139.06K | SH | $28.53M 8.58% | 17.28K | 121.78K | 0.00 |
MICROSOFTSOLE | COM | 34.53K | SH | $17.18M 5.16% | 6.39K | 28.14K | 0.00 |
AUTOMATIC DATA PROCESSINGSOLE | COM | 51.72K | SH | $15.95M 4.80% | 16.90K | 34.82K | 0.00 |
ALPHABET INC CL ASOLE | COM | 88.69K | SH | $15.63M 4.70% | 18.01K | 70.68K | 0.00 |
NVIDIA CORPSOLE | COM | 94.07K | SH | $14.86M 4.47% | 18.98K | 75.08K | 0.00 |
MASTERCARDSOLE | COM | 25.59K | SH | $14.38M 4.32% | 5.10K | 20.49K | 0.00 |
AMAZON.COMSOLE | COM | 63.15K | SH | $13.85M 4.17% | 12.47K | 50.68K | 0.00 |
ABBOTT LABSSOLE | COM | 90.89K | SH | $12.36M 3.72% | 18.86K | 72.04K | 0.00 |
FISERVSOLE | COM | 71.15K | SH | $12.27M 3.69% | 12.92K | 58.23K | 0.00 |
ANALOG DEVICESSOLE | COM | 48.90K | SH | $11.64M 3.50% | 9.70K | 39.21K | 0.00 |
RTX CORPORATIONSOLE | COM | 77.97K | SH | $11.39M 3.42% | 13.66K | 64.31K | 0.00 |
JOHNSON AND JOHNSONSOLE | COM | 68.18K | SH | $10.41M 3.13% | 17.68K | 50.50K | 0.00 |
HOME DEPOTSOLE | COM | 27.59K | SH | $10.12M 3.04% | 5.20K | 22.39K | 0.00 |
APTARGROUPSOLE | COM | 63.10K | SH | $9.87M 2.97% | 12.41K | 50.68K | 0.00 |
PROCTER & GAMBLESOLE | COM | 59.38K | SH | $9.46M 2.84% | 11.45K | 47.93K | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 65.94K | SH | $9.36M 2.81% | 12.95K | 52.99K | 0.00 |
TJX COSSOLE | COM | 72.79K | SH | $8.99M 2.70% | 13.50K | 59.29K | 0.00 |
ROCKWELL AUTOMATIONSOLE | COM | 25.20K | SH | $8.37M 2.52% | 4.55K | 20.64K | 0.00 |
SCHNEIDER ELEC SA ADRSOLE | COM | 139.79K | SH | $7.46M 2.24% | 29.72K | 110.07K | 0.00 |
DANAHER CORPSOLE | COM | 36.47K | SH | $7.20M 2.17% | 7.16K | 29.32K | 0.00 |
CARRIER GLOBALSOLE | COM | 91.80K | SH | $6.72M 2.02% | 19.57K | 72.23K | 0.00 |
XYLEM INCSOLE | COM | 48.91K | SH | $6.33M 1.90% | 8.94K | 39.98K | 0.00 |
CANADIAN NATL RAILWAYSOLE | COM | 56.46K | SH | $5.87M 1.77% | 11.35K | 45.11K | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 12.13K | SH | $5.40M 1.62% | 2.23K | 9.90K | 0.00 |
CHEVRONSOLE | COM | 33.90K | SH | $4.85M 1.46% | 5.42K | 28.48K | 0.00 |
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