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The Analysis of Kidder Stephen W's Holdings & P&L

Currently, Kidder Stephen W holds 76 types of securities in its portfolio with a total value $340.1M. In the most recent quarter, they have increased their positions in N/A (+5.1K shares, valued at $1.6M), WCN (+9.0K shares, valued at $1.5M), LLY (+932 shares, valued at $857.2K); decreased their positions in UNH (-7.1K shares, valued at $1.9M), N/A (-4.5K shares, valued at $1.3M), RTX (-5.0K shares, valued at $969.9K); initiated new positions in WCN (+9.0K shares, valued at $1.5M), N/A (+2.4K shares, valued at $463.5K), N/A (+4.3K shares, valued at $339.0K).

1M P&L

+5.2M+1.56%

3M P&L

+29.3M+9.58%

HY P&L

+25.2M+8.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors41.3M

13.7%

2Consumer Electronics34.9M

11.6%

3Drug Manufacturers - General25.8M

8.6%

Top Industries by Stock Count

1Drug Manufacturers - General6 stocks

9.7%

2Semiconductors4 stocks

6.5%

3Credit Services3 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE137.5K shares-0.41%2026-03-312026-05-11

ALPHABET INC CL A ALPHABET INC CL A77.5K shares-5.49%2026-03-312026-05-11

JNJ JOHNSON AND JOHNSON66.6K shares-0.84%2026-03-312026-05-11

NVDA NVIDIA CORP85.9K shares-0.35%2026-03-312026-05-11

ADI ANALOG DEVICES45.2K shares-6.28%2026-03-312026-05-11

AMZN AMAZON.COM63.8K shares1.72%2026-03-312026-05-11

MSFT MICROSOFT35.0K shares2.64%2026-03-312026-05-11

RTX RTX CORPORATION65.5K shares-7.13%2026-03-312026-05-11

Sponsored

MA MASTERCARD25.2K shares-0.22%2026-03-312026-05-11

TJX TJX COS70.3K shares-2.75%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES54.2K shares-2.87%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING50.2K shares-0.72%2026-03-312026-05-11

ABT ABBOTT LABS89.7K shares-0.32%2026-03-312026-05-11

HD HOME DEPOT27.9K shares1.00%2026-03-312026-05-11

PG PROCTER & GAMBLE61.1K shares1.98%2026-03-312026-05-11

ROK ROCKWELL AUTOMATION23.5K shares-0.66%2026-03-312026-05-11

Sponsored

SCHNEIDER ELEC SA ADR SCHNEIDER ELEC SA ADR141.8K shares0.57%2026-03-312026-05-11

ATR APTARGROUP61.0K shares-2.40%2026-03-312026-05-11

AMAT APPLIED MATERIAL22.3K shares10.91%2026-03-312026-05-11

CVX CHEVRON33.9K shares-0.29%2026-03-312026-05-11

DHR DANAHER CORP35.8K shares-1.08%2026-03-312026-05-11

LLY ELI LILLY & CO6.7K shares16.27%2026-03-312026-05-11

XYL XYLEM INC48.9K shares0.35%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS12.7K shares2.06%2026-03-312026-05-11

Sponsored

CNI CANADIAN NATL RAILWAY41.4K shares-10.49%2026-03-312026-05-11

AXP AMERICAN EXPRESS13.7K shares23.49%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC55.1K shares18.10%2026-03-312026-05-11

DE DEERE & CO6.5K shares-0.08%2026-03-312026-05-11

SCHW CHARLES SCHWAB38.3K shares24.08%2026-03-312026-05-11

XOM EXXON MOBIL20.6K shares-3.69%2026-03-312026-05-11

FI FISERV61.0K shares-8.48%2026-03-312026-05-11

BROADCOM INC BROADCOM INC10.5K shares96.91%2026-03-312026-05-11

Sponsored

JPM JPMORGAN CHASE9.8K shares-2.00%2026-03-312026-05-11

ABBV ABBVIE12.5K shares-0.20%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP8.3K shares-46.09%2026-03-312026-05-11

BERKSHIRE HATHAWAY CL B BERKSHIRE HATHAWAY CL B3.7K shares-4.56%2026-03-312026-05-11

BAC BANK OF AMERICA30.3K shares0.00%2026-03-312026-05-11

WCN WASTE CONNECTIONS INC NEW9.0K sharesnew addition2026-03-312026-05-11

PEP PEPSICO9.2K shares-3.85%2026-03-312026-05-11

WMT WAL-MART STORES11.4K shares-3.78%2026-03-312026-05-11

Sponsored

MERCK MERCK9.6K shares-4.00%2026-03-312026-05-11

BA BOEING5.6K shares0.00%2026-03-312026-05-11

UNP UNION PACIFIC3.9K shares0.00%2026-03-312026-05-11

NEE NEXTERA ENERGY9.8K shares171.03%2026-03-312026-05-11

INTC INTEL19.5K shares-9.10%2026-03-312026-05-11

ALPHABET INC CL C ALPHABET INC CL C2.8K shares-9.83%2026-03-312026-05-11

MMM 3M5.6K shares-5.12%2026-03-312026-05-11

GABELLI UTILITES FUND CLASS A GABELLI UTILITES FUND CLASS A138.7K shares0.00%2026-03-312026-05-11

Sponsored

SPY SPDR S&P 500 ETF1.1K shares-4.44%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP820 shares0.00%2026-03-312026-05-11

CARR CARRIER GLOBAL12.0K shares-57.18%2026-03-312026-05-11

KO COCA COLA8.6K shares-2.27%2026-03-312026-05-11

SYK STRYKER CORP1.9K shares0.00%2026-03-312026-05-11

D DOMINION RES INC8.2K shares0.00%2026-03-312026-05-11

COST COSTCO WHOLESALE487 shares0.00%2026-03-312026-05-11

GEV GE VERNOVA INC COM551 shares0.00%2026-03-312026-05-11

Sponsored

BR BROADRIDGE FINANCIAL SOLUTIONS3.0K shares0.00%2026-03-312026-05-11

INVESCO S & P 500 EQUAL WEIGHT INVESCO S & P 500 EQUAL WEIGHT2.4K sharesnew addition2026-03-312026-05-11

IVV ISHARES S&P 500600 shares-7.69%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS7.7K shares0.00%2026-03-312026-05-11

GENERAL ELECTRIC GENERAL ELECTRIC1.3K shares0.00%2026-03-312026-05-11

CANADIAN PACIFIC KANSAS CITY L CANADIAN PACIFIC KANSAS CITY L4.3K sharesnew addition2026-03-312026-05-11

V VISA1.1K shares3.32%2026-03-312026-05-11

STT STATE STREET2.5K shares-10.62%2026-03-312026-05-11

Sponsored

APD AIR PRODUCTS & CHEM1.1K shares0.00%2026-03-312026-05-11

META META PLATFORMS INC471 shares14.60%2026-03-312026-05-11

CSCO CISCO SYS INC3.4K shares-6.89%2026-03-312026-05-11

AUSTRALIAN RARE EARTHS LTD AUSTRALIAN RARE EARTHS LTD2.7M sharesnew addition2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB4.1K shares0.00%2026-03-312026-05-11

BK BANK NEW YORK MELLON2.0K shares0.00%2026-03-312026-05-11

VANGUARD 500 INDEX FD ADMIRAL VANGUARD 500 INDEX FD ADMIRAL375 shares0.00%2026-03-312026-05-11

GILD GILEAD SCIENCES1.5K sharesnew addition2026-03-312026-05-11

Sponsored

NESTLE SA ADR NESTLE SA ADR2.2K shares-48.52%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP350 sharesnew addition2026-03-312026-05-11

AMGN AMGEN INC595 sharesnew addition2026-03-312026-05-11

GRAPHITE ONE INC COM GRAPHITE ONE INC COM225.0K shares0.00%2026-03-312026-05-11

AAPL

APPLE

-0.41%

Shares137.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CL A

-5.49%

Shares77.5K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON AND JOHNSON

-0.84%

Shares66.6K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORP

-0.35%

Shares85.9K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES

-6.28%

Shares45.2K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON.COM

1.72%

Shares63.8K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT

2.64%

Shares35.0K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-7.13%

Shares65.5K

Event2026-03-31

Filed2026-05-11

MASTERCARD

-0.22%

Shares25.2K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS

-2.75%

Shares70.3K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES

-2.87%

Shares54.2K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING

-0.72%

Shares50.2K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABS

-0.32%

Shares89.7K

Event2026-03-31

Filed2026-05-11

HOME DEPOT

1.00%

Shares27.9K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE

1.98%

Shares61.1K

Event2026-03-31

Filed2026-05-11

ROK

ROCKWELL AUTOMATION

-0.66%

Shares23.5K

Event2026-03-31

Filed2026-05-11

SCHNEIDER ELEC SA ADR

0.57%

Shares141.8K

Event2026-03-31

Filed2026-05-11

ATR

APTARGROUP

-2.40%

Shares61.0K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATERIAL

10.91%

Shares22.3K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON

-0.29%

Shares33.9K

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORP

-1.08%

Shares35.8K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

16.27%

Shares6.7K

Event2026-03-31

Filed2026-05-11

XYL

XYLEM INC

0.35%

Shares48.9K

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS

2.06%

Shares12.7K

Event2026-03-31

Filed2026-05-11

CNI

CANADIAN NATL RAILWAY

-10.49%

Shares41.4K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS

23.49%

Shares13.7K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC

18.10%

Shares55.1K

Event2026-03-31

Filed2026-05-11

DEERE & CO

-0.08%

Shares6.5K

Event2026-03-31

Filed2026-05-11

SCHW

CHARLES SCHWAB

24.08%

Shares38.3K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL

-3.69%

Shares20.6K

Event2026-03-31

Filed2026-05-11

FISERV

-8.48%

Shares61.0K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

96.91%

Shares10.5K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE

-2.00%

Shares9.8K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE

-0.20%

Shares12.5K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP

-46.09%

Shares8.3K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY CL B

-4.56%

Shares3.7K

Event2026-03-31

Filed2026-05-11

BAC

BANK OF AMERICA

0.00%

Shares30.3K

Event2026-03-31

Filed2026-05-11

WCN

WASTE CONNECTIONS INC NEW

New

Shares9.0K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO

-3.85%

Shares9.2K

Event2026-03-31

Filed2026-05-11

WMT

WAL-MART STORES

-3.78%

Shares11.4K

Event2026-03-31

Filed2026-05-11

MERCK

-4.00%

Shares9.6K

Event2026-03-31

Filed2026-05-11

BOEING

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-11

UNP

UNION PACIFIC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY

171.03%

Shares9.8K

Event2026-03-31

Filed2026-05-11

INTC

INTEL

-9.10%

Shares19.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC CL C

-9.83%

Shares2.8K

Event2026-03-31

Filed2026-05-11

MMM

-5.12%

Shares5.6K

Event2026-03-31

Filed2026-05-11

GABELLI UTILITES FUND CLASS A

0.00%

Shares138.7K

Event2026-03-31

Filed2026-05-11

SPY

SPDR S&P 500 ETF

-4.44%

Shares1.1K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP

0.00%

Shares820

Event2026-03-31

Filed2026-05-11

CARR

CARRIER GLOBAL

-57.18%

Shares12.0K

Event2026-03-31

Filed2026-05-11

COCA COLA

-2.27%

Shares8.6K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-11

DOMINION RES INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE

0.00%

Shares487

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC COM

0.00%

Shares551

Event2026-03-31

Filed2026-05-11

BROADRIDGE FINANCIAL SOLUTIONS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

INVESCO S & P 500 EQUAL WEIGHT

New

Shares2.4K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES S&P 500

-7.69%

Shares600

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-11

GENERAL ELECTRIC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

CANADIAN PACIFIC KANSAS CITY L

New

Shares4.3K

Event2026-03-31

Filed2026-05-11

VISA

3.32%

Shares1.1K

Event2026-03-31

Filed2026-05-11

STT

STATE STREET

-10.62%

Shares2.5K

Event2026-03-31

Filed2026-05-11

APD

AIR PRODUCTS & CHEM

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11