Filed: 2/13/2025ACC: 0001494234-25-000006
📋 What this filing means
KIDDER STEPHEN W filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $332.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$332.30M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
COM$331.37M99.7%
EQUITY MUTUAL FU$927.3K0.3%
Portfolio Concentration
Top 3$68.37M20.6%
4–10$93.86M28.2%
11–25$121.90M36.7%
Rest$48.17M14.5%
Top 3 weight
20.6%
Top 10 weight
48.8%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
522.83K
shares
% of voting shares24.0%
Shared
Joint voting authority
1.65M
shares
% of voting shares76.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole59
Shared0
Other11
Dominant voting typeShared · 76.0% of voting shares
Institutional Holdings70
Rows:
APPLE
SOLEShares139.44K
TypeSH
Market value$34.92M
10.51%
Sole
17.64K
Shared
121.80K
None
0.00
ALPHABET INC CL A
SOLEShares91.51K
TypeSH
Market value$17.32M
5.21%
Sole
21.20K
Shared
70.31K
None
0.00
AUTOMATIC DATA PROCESSING
SOLEShares55.08K
TypeSH
Market value$16.12M
4.85%
Sole
19.24K
Shared
35.84K
None
0.00
FISERV
SOLEShares74.59K
TypeSH
Market value$15.32M
4.61%
Sole
15.37K
Shared
59.23K
None
0.00
MASTERCARD
SOLEShares28.56K
TypeSH
Market value$15.04M
4.53%
Sole
6.21K
Shared
22.36K
None
0.00
MICROSOFT
SOLEShares35.27K
TypeSH
Market value$14.87M
4.47%
Sole
7.19K
Shared
28.08K
None
0.00
AMAZON.COM
SOLEShares63.58K
TypeSH
Market value$13.95M
4.20%
Sole
13.97K
Shared
49.61K
None
0.00
NVIDIA CORP
SOLEShares100.06K
TypeSH
Market value$13.44M
4.04%
Sole
22.91K
Shared
77.15K
None
0.00
HOME DEPOT
SOLEShares27.38K
TypeSH
Market value$10.65M
3.21%
Sole
5.79K
Shared
21.59K
None
0.00
ANALOG DEVICES
SOLEShares49.84K
TypeSH
Market value$10.59M
3.19%
Sole
11.29K
Shared
38.54K
None
0.00
ABBOTT LABS
SOLEShares92.70K
TypeSH
Market value$10.48M
3.16%
Sole
21.80K
Shared
70.89K
None
0.00
JOHNSON AND JOHNSON
SOLEShares71.22K
TypeSH
Market value$10.30M
3.10%
Sole
20.32K
Shared
50.91K
None
0.00
PROCTER & GAMBLE
SOLEShares60.35K
TypeSH
Market value$10.12M
3.04%
Sole
13.85K
Shared
46.50K
None
0.00
APTARGROUP
SOLEShares64.04K
TypeSH
Market value$10.06M
3.03%
Sole
14.70K
Shared
49.34K
None
0.00
RTX CORPORATION
SOLEShares83.74K
TypeSH
Market value$9.69M
2.92%
Sole
17.31K
Shared
66.43K
None
0.00
TJX COS
SOLEShares75.52K
TypeSH
Market value$9.12M
2.75%
Sole
15.87K
Shared
59.65K
None
0.00
ROCKWELL AUTOMATION
SOLEShares29.59K
TypeSH
Market value$8.46M
2.54%
Sole
5.68K
Shared
23.91K
None
0.00
DANAHER CORP
SOLEShares36.27K
TypeSH
Market value$8.33M
2.51%
Sole
8.32K
Shared
27.95K
None
0.00
ADVANCED MICRO DEVICES
SOLEShares65.22K
TypeSH
Market value$7.88M
2.37%
Sole
14.94K
Shared
50.28K
None
0.00
UNITEDHEALTH GROUP
SOLEShares14.72K
TypeSH
Market value$7.45M
2.24%
Sole
3.15K
Shared
11.57K
None
0.00
CANADIAN NATL RAILWAY
SOLEShares68.87K
TypeSH
Market value$6.99M
2.10%
Sole
16.52K
Shared
52.35K
None
0.00
SCHNEIDER ELEC SA ADR
SOLEShares134.57K
TypeSH
Market value$6.68M
2.01%
Sole
31.96K
Shared
102.61K
None
0.00
CARRIER GLOBAL
SOLEShares84.19K
TypeSH
Market value$5.75M
1.73%
Sole
20.52K
Shared
63.66K
None
0.00
XYLEM INC
SOLEShares49.23K
TypeSH
Market value$5.71M
1.72%
Sole
10.79K
Shared
38.44K
None
0.00
CHEVRON
SOLEShares33.78K
TypeSH
Market value$4.89M
1.47%
Sole
6.59K
Shared
27.19K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 139.44K | SH | $34.92M 10.51% | 17.64K | 121.80K | 0.00 |
ALPHABET INC CL ASOLE | COM | 91.51K | SH | $17.32M 5.21% | 21.20K | 70.31K | 0.00 |
AUTOMATIC DATA PROCESSINGSOLE | COM | 55.08K | SH | $16.12M 4.85% | 19.24K | 35.84K | 0.00 |
FISERVSOLE | COM | 74.59K | SH | $15.32M 4.61% | 15.37K | 59.23K | 0.00 |
MASTERCARDSOLE | COM | 28.56K | SH | $15.04M 4.53% | 6.21K | 22.36K | 0.00 |
MICROSOFTSOLE | COM | 35.27K | SH | $14.87M 4.47% | 7.19K | 28.08K | 0.00 |
AMAZON.COMSOLE | COM | 63.58K | SH | $13.95M 4.20% | 13.97K | 49.61K | 0.00 |
NVIDIA CORPSOLE | COM | 100.06K | SH | $13.44M 4.04% | 22.91K | 77.15K | 0.00 |
HOME DEPOTSOLE | COM | 27.38K | SH | $10.65M 3.21% | 5.79K | 21.59K | 0.00 |
ANALOG DEVICESSOLE | COM | 49.84K | SH | $10.59M 3.19% | 11.29K | 38.54K | 0.00 |
ABBOTT LABSSOLE | COM | 92.70K | SH | $10.48M 3.16% | 21.80K | 70.89K | 0.00 |
JOHNSON AND JOHNSONSOLE | COM | 71.22K | SH | $10.30M 3.10% | 20.32K | 50.91K | 0.00 |
PROCTER & GAMBLESOLE | COM | 60.35K | SH | $10.12M 3.04% | 13.85K | 46.50K | 0.00 |
APTARGROUPSOLE | COM | 64.04K | SH | $10.06M 3.03% | 14.70K | 49.34K | 0.00 |
RTX CORPORATIONSOLE | COM | 83.74K | SH | $9.69M 2.92% | 17.31K | 66.43K | 0.00 |
TJX COSSOLE | COM | 75.52K | SH | $9.12M 2.75% | 15.87K | 59.65K | 0.00 |
ROCKWELL AUTOMATIONSOLE | COM | 29.59K | SH | $8.46M 2.54% | 5.68K | 23.91K | 0.00 |
DANAHER CORPSOLE | COM | 36.27K | SH | $8.33M 2.51% | 8.32K | 27.95K | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 65.22K | SH | $7.88M 2.37% | 14.94K | 50.28K | 0.00 |
UNITEDHEALTH GROUPSOLE | COM | 14.72K | SH | $7.45M 2.24% | 3.15K | 11.57K | 0.00 |
CANADIAN NATL RAILWAYSOLE | COM | 68.87K | SH | $6.99M 2.10% | 16.52K | 52.35K | 0.00 |
SCHNEIDER ELEC SA ADRSOLE | COM | 134.57K | SH | $6.68M 2.01% | 31.96K | 102.61K | 0.00 |
CARRIER GLOBALSOLE | COM | 84.19K | SH | $5.75M 1.73% | 20.52K | 63.66K | 0.00 |
XYLEM INCSOLE | COM | 49.23K | SH | $5.71M 1.72% | 10.79K | 38.44K | 0.00 |
CHEVRONSOLE | COM | 33.78K | SH | $4.89M 1.47% | 6.59K | 27.19K | 0.00 |
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