Filed: 2/17/2026ACC: 0001314377-26-000001
📋 What this filing means
KIDDER STEPHEN W filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $354.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$354.65M
Total AUM (reported)
2.19M
Total Shares
Allocation by class
COM$353.72M99.7%
EQUITY MUTUAL FU$936.0K0.3%
Portfolio Concentration
Top 3$79.68M22.5%
4–10$97.84M27.6%
11–25$119.18M33.6%
Rest$57.95M16.3%
Top 3 weight
22.5%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 2.19M
Sole
Full voting authority
398.92K
shares
% of voting shares18.2%
Shared
Joint voting authority
1.79M
shares
% of voting shares81.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole69
Shared0
Other4
Dominant voting typeShared · 81.8% of voting shares
Institutional Holdings73
Rows:
APPLE
SOLEShares138.03K
TypeSH
Market value$37.53M
10.58%
Sole
15.30K
Shared
122.74K
None
0.00
ALPHABET INC CL A
SOLEShares81.99K
TypeSH
Market value$25.66M
7.24%
Sole
14.98K
Shared
67.01K
None
0.00
MICROSOFT
SOLEShares34.10K
TypeSH
Market value$16.49M
4.65%
Sole
5.70K
Shared
28.41K
None
0.00
NVIDIA CORP
SOLEShares86.16K
TypeSH
Market value$16.07M
4.53%
Sole
16.73K
Shared
69.44K
None
0.00
AMAZON.COM
SOLEShares62.74K
TypeSH
Market value$14.48M
4.08%
Sole
11.27K
Shared
51.47K
None
0.00
MASTERCARD
SOLEShares25.21K
TypeSH
Market value$14.39M
4.06%
Sole
4.52K
Shared
20.68K
None
0.00
JOHNSON AND JOHNSON
SOLEShares67.12K
TypeSH
Market value$13.89M
3.92%
Sole
16.11K
Shared
51.02K
None
0.00
ANALOG DEVICES
SOLEShares48.24K
TypeSH
Market value$13.08M
3.69%
Sole
8.49K
Shared
39.75K
None
0.00
AUTOMATIC DATA PROCESSING
SOLEShares50.51K
TypeSH
Market value$12.99M
3.66%
Sole
15.25K
Shared
35.26K
None
0.00
RTX CORPORATION
SOLEShares70.49K
TypeSH
Market value$12.93M
3.65%
Sole
11.29K
Shared
59.20K
None
0.00
ADVANCED MICRO DEVICES
SOLEShares55.84K
TypeSH
Market value$11.96M
3.37%
Sole
9.78K
Shared
46.07K
None
0.00
ABBOTT LABS
SOLEShares90K
TypeSH
Market value$11.28M
3.18%
Sole
16.87K
Shared
73.14K
None
0.00
TJX COS
SOLEShares72.30K
TypeSH
Market value$11.11M
3.13%
Sole
11.37K
Shared
60.92K
None
0.00
HOME DEPOT
SOLEShares27.62K
TypeSH
Market value$9.50M
2.68%
Sole
4.55K
Shared
23.08K
None
0.00
ROCKWELL AUTOMATION
SOLEShares23.64K
TypeSH
Market value$9.20M
2.59%
Sole
4.15K
Shared
19.48K
None
0.00
PROCTER & GAMBLE
SOLEShares59.96K
TypeSH
Market value$8.59M
2.42%
Sole
10.88K
Shared
49.08K
None
0.00
DANAHER CORP
SOLEShares36.20K
TypeSH
Market value$8.29M
2.34%
Sole
6.36K
Shared
29.84K
None
0.00
SCHNEIDER ELEC SA ADR
SOLEShares140.95K
TypeSH
Market value$7.74M
2.18%
Sole
27K
Shared
113.95K
None
0.00
APTARGROUP
SOLEShares62.52K
TypeSH
Market value$7.63M
2.15%
Sole
10.89K
Shared
51.63K
None
0.00
XYLEM INC
SOLEShares48.73K
TypeSH
Market value$6.64M
1.87%
Sole
8K
Shared
40.73K
None
0.00
ELI LILLY & CO
SOLEShares5.73K
TypeSH
Market value$6.16M
1.74%
Sole
860.00
Shared
4.87K
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares12.46K
TypeSH
Market value$5.65M
1.59%
Sole
2.05K
Shared
10.41K
None
0.00
CHEVRON
SOLEShares34.03K
TypeSH
Market value$5.19M
1.46%
Sole
4.35K
Shared
29.68K
None
0.00
APPLIED MATERIAL
SOLEShares20.07K
TypeSH
Market value$5.16M
1.45%
Sole
3.70K
Shared
16.38K
None
0.00
UNITEDHEALTH GROUP
SOLEShares15.47K
TypeSH
Market value$5.11M
1.44%
Sole
2.59K
Shared
12.88K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 138.03K | SH | $37.53M 10.58% | 15.30K | 122.74K | 0.00 |
ALPHABET INC CL ASOLE | COM | 81.99K | SH | $25.66M 7.24% | 14.98K | 67.01K | 0.00 |
MICROSOFTSOLE | COM | 34.10K | SH | $16.49M 4.65% | 5.70K | 28.41K | 0.00 |
NVIDIA CORPSOLE | COM | 86.16K | SH | $16.07M 4.53% | 16.73K | 69.44K | 0.00 |
AMAZON.COMSOLE | COM | 62.74K | SH | $14.48M 4.08% | 11.27K | 51.47K | 0.00 |
MASTERCARDSOLE | COM | 25.21K | SH | $14.39M 4.06% | 4.52K | 20.68K | 0.00 |
JOHNSON AND JOHNSONSOLE | COM | 67.12K | SH | $13.89M 3.92% | 16.11K | 51.02K | 0.00 |
ANALOG DEVICESSOLE | COM | 48.24K | SH | $13.08M 3.69% | 8.49K | 39.75K | 0.00 |
AUTOMATIC DATA PROCESSINGSOLE | COM | 50.51K | SH | $12.99M 3.66% | 15.25K | 35.26K | 0.00 |
RTX CORPORATIONSOLE | COM | 70.49K | SH | $12.93M 3.65% | 11.29K | 59.20K | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 55.84K | SH | $11.96M 3.37% | 9.78K | 46.07K | 0.00 |
ABBOTT LABSSOLE | COM | 90K | SH | $11.28M 3.18% | 16.87K | 73.14K | 0.00 |
TJX COSSOLE | COM | 72.30K | SH | $11.11M 3.13% | 11.37K | 60.92K | 0.00 |
HOME DEPOTSOLE | COM | 27.62K | SH | $9.50M 2.68% | 4.55K | 23.08K | 0.00 |
ROCKWELL AUTOMATIONSOLE | COM | 23.64K | SH | $9.20M 2.59% | 4.15K | 19.48K | 0.00 |
PROCTER & GAMBLESOLE | COM | 59.96K | SH | $8.59M 2.42% | 10.88K | 49.08K | 0.00 |
DANAHER CORPSOLE | COM | 36.20K | SH | $8.29M 2.34% | 6.36K | 29.84K | 0.00 |
SCHNEIDER ELEC SA ADRSOLE | COM | 140.95K | SH | $7.74M 2.18% | 27K | 113.95K | 0.00 |
APTARGROUPSOLE | COM | 62.52K | SH | $7.63M 2.15% | 10.89K | 51.63K | 0.00 |
XYLEM INCSOLE | COM | 48.73K | SH | $6.64M 1.87% | 8K | 40.73K | 0.00 |
ELI LILLY & COSOLE | COM | 5.73K | SH | $6.16M 1.74% | 860.00 | 4.87K | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 12.46K | SH | $5.65M 1.59% | 2.05K | 10.41K | 0.00 |
CHEVRONSOLE | COM | 34.03K | SH | $5.19M 1.46% | 4.35K | 29.68K | 0.00 |
APPLIED MATERIALSOLE | COM | 20.07K | SH | $5.16M 1.45% | 3.70K | 16.38K | 0.00 |
UNITEDHEALTH GROUPSOLE | COM | 15.47K | SH | $5.11M 1.44% | 2.59K | 12.88K | 0.00 |
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