Kidder Stephen W

CIK 0001314377 • 6 13F filings • May 6, 2025 – Aug 21, 2026

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Filer information

Filed by: Kidder Stephen W, Advent Software Manager
Address: HEMENWAY & BARNES LLP, 60 STATE STREET, BOSTON, MA, 02109
Phone: 617-619-8258
AUM: $354.7M

AUM over time

$395.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $354.7M6 positionsView on SEC.gov

			% of Portfolio
3M	COM	$939K	0.3%Prev: 0.3%	5,862 SH	Increased
ABBOTT LABS	COM	$11.3M	3.2%Prev: 3.5%	90,002 SH	Decreased-195 SH
ABBVIE	COM	$2.9M	0.8%Prev: 0.8%	12,506 SH	Decreased-35 SH
ADVANCED MICRO DEVICES	COM	$12.0M	3.4%Prev: 2.9%	55,843 SH	Increased-6,282 SH
AIR PRODUCTS & CHEM	COM	$272K	0.1%Prev: 0.1%	1,100 SH	Decreased
ALPHABET INC CL A	COM	$25.7M	7.2%Prev: 6.1%	81,987 SH	Increased-5,080 SH
ALPHABET INC CL C	COM	$983K	0.3%Prev: 0.2%	3,133 SH	Increased-125 SH
AMAZON.COM	COM	$14.5M	4.1%Prev: 3.9%	62,737 SH	Increased+93 SH
AMERICAN EXPRESS	COM	$4.1M	1.2%Prev: 0.6%	11,118 SH	Increased+4,502 SH
ANALOG DEVICES	COM	$13.1M	3.7%Prev: 3.4%	48,244 SH	Increased-325 SH
APPLE	COM	$37.5M	10.6%Prev: 10.1%	138,035 SH	Increased-628 SH
APPLIED MATERIAL	COM	$5.2M	1.5%Prev: 0.7%	20,075 SH	Increased+8,068 SH
APTARGROUP	COM	$7.6M	2.2%Prev: 2.4%	62,523 SH	Decreased-170 SH
AUTOMATIC DATA PROCESSING	COM	$13.0M	3.7%Prev: 4.3%	50,513 SH	Decreased-107 SH
BANK NEW YORK MELLON	COM	$232K	0.1%Prev: 0.1%	2,000 SH	Increased
BANK OF AMERICA	COM	$1.7M	0.5%Prev: 0.4%	30,265 SH	Increased
BERKSHIRE HATHAWAY CL B	COM	$1.9M	0.5%Prev: 0.6%	3,841 SH	Decreased
BOEING	COM	$1.2M	0.3%Prev: 0.3%	5,600 SH	Increased
BRISTOL-MYERS SQUIBB	COM	$221K	0.1%	4,100 SH	New
BROADCOM INC	COM	$1.8M	0.5%	5,310 SH	New
BROADRIDGE FINANCIAL SOLUTIONS	COM	$658K	0.2%Prev: 0.2%	2,950 SH	Decreased
CANADIAN NATL RAILWAY	COM	$4.6M	1.3%Prev: 1.3%	46,295 SH	Decreased-2,585 SH
CARRIER GLOBAL	COM	$1.5M	0.4%Prev: 1.6%	28,095 SH	Decreased-63,047 SH
CHARLES SCHWAB	COM	$3.1M	0.9%Prev: 0.5%	30,875 SH	Increased+12,080 SH
CHEVRON	COM	$5.2M	1.5%Prev: 1.5%	34,035 SH	Decreased+30 SH
CISCO SYS INC	COM	$280K	0.1%Prev: 0.1%	3,630 SH	Increased-250 SH
COCA COLA	COM	$615K	0.2%Prev: 0.2%	8,800 SH	Increased-250 SH
COSTCO WHOLESALE	COM	$420K	0.1%Prev: 0.1%	487 SH	Decreased-10 SH
DANAHER CORP	COM	$8.3M	2.3%Prev: 2.0%	36,199 SH	Increased+170 SH
DEERE & CO	COM	$16K	0.0%Prev: 0.1%	35 SH	Decreased-650 SH
DEERE & CO	COM	$1.7M	0.5%Prev: 0.5%	3,600 SH	Increased
DEERE &amp; CO	COM	$1.3M	0.4%Prev: 0.3%	2,825 SH	Increased+650 SH
DEERE &amp;amp; CO	COM	$21K	0.0%Prev: 0.0%	45 SH	Increased
DEERE &amp;amp;amp; CO	COM	$23K	0.0%Prev: 0.0%	50 SH	Increased
DOMINION RES INC	COM	$478K	0.1%Prev: 0.1%	8,157 SH	Decreased
ELI LILLY & CO	COM	$924K	0.3%Prev: 0.2%	860 SH	Increased+148 SH
ELI LILLY & CO	COM	$523K	0.1%Prev: 0.1%	487 SH	Increased+126 SH
ELI LILLY &amp; CO	COM	$2.7M	0.8%Prev: 0.3%	2,499 SH	Increased+943 SH
ELI LILLY &amp;amp; CO	COM	$1.7M	0.5%Prev: 0.3%	1,572 SH	Increased+317 SH
ELI LILLY &amp;amp;amp; CO	COM	$263K	0.1%Prev: 0.0%	245 SH	Increased+105 SH
ELI LILLY &amp;amp;amp;amp; CO	COM	$6K	0.0%Prev: 0.0%	6 SH	Increased+2 SH
ELI LILLY &amp;amp;amp;amp;amp; CO	COM	$64K	0.0%Prev: 0.0%	60 SH	Increased
EMERSON ELECTRIC	COM	$212K	0.1%Prev: 0.1%	1,600 SH	Increased
EXXON MOBIL	COM	$2.6M	0.7%Prev: 0.7%	21,412 SH	Increased+30 SH
FISERV	COM	$4.5M	1.3%Prev: 2.6%	66,632 SH	Decreased-4,393 SH
GABELLI UTILITES FUND CLASS A	Equity Mutual Fu	$699K	0.2%Prev: 0.2%	138,714 SH	Decreased
GE VERNOVA INC COM	COM	$360K	0.1%Prev: 0.1%	551 SH	Increased
GENERAL ELECTRIC	COM	$405K	0.1%Prev: 0.1%	1,315 SH	Increased
GOLDMAN SACHS GROUP	COM	$721K	0.2%Prev: 0.2%	820 SH	Increased-25 SH
GRAPHITE ONE INC COM	COM	$326K	0.1%	225,000 SH	New
HOME DEPOT	COM	$9.5M	2.7%Prev: 3.2%	27,622 SH	Decreased+5 SH
INTEL	COM	$791K	0.2%Prev: 0.2%	21,435 SH	Increased-15 SH
ISHARES S&P 500	COM	$445K	0.1%Prev: 0.1%	650 SH	Increased
JOHNSON AND JOHNSON	COM	$13.9M	3.9%Prev: 3.6%	67,124 SH	Increased-86 SH
JPMORGAN CHASE	COM	$3.2M	0.9%Prev: 0.9%	10,003 SH	Increased
MASTERCARD	COM	$14.4M	4.1%Prev: 4.1%	25,208 SH	Decreased-192 SH
MCCORMICK & CO	COM	$142K	0.0%Prev: 0.2%	2,085 SH	Decreased-8,530 SH
MCCORMICK & CO	COM	$15K	0.0%Prev: 0.1%	220 SH	Decreased-5,040 SH
MCCORMICK &amp; CO	COM	$30K	0.0%Prev: 0.4%	440 SH	Decreased-18,775 SH
MCCORMICK &amp;amp; CO	COM	$14K	0.0%Prev: 0.2%	200 SH	Decreased-8,700 SH
MERCK	COM	$1.1M	0.3%Prev: 0.2%	10,008 SH	Increased-246 SH
META PLATFORMS INC	COM	$271K	0.1%	411 SH	New
MICROSOFT	COM	$16.5M	4.7%Prev: 5.1%	34,105 SH	Decreased+24 SH
NESTLE SA ADR	COM	$416K	0.1%Prev: 0.2%	4,215 SH	Decreased-2,855 SH
NEXTERA ENERGY	COM	$291K	0.1%Prev: 0.1%	3,625 SH	Increased
NOVOZYMES A S DKK 2.0	COM	$213K	0.1%Prev: 0.1%	3,325 SH	Decreased-500 SH
NVIDIA CORP	COM	$16.1M	4.5%Prev: 4.8%	86,162 SH	Decreased-2,993 SH
PEPSICO	COM	$1.4M	0.4%Prev: 0.4%	9,608 SH	Decreased-770 SH
PROCTER & GAMBLE	COM	$1.6M	0.4%Prev: 0.5%	10,875 SH	Decreased-1,305 SH
PROCTER & GAMBLE	COM	$687K	0.2%Prev: 0.2%	4,796 SH	Decreased
PROCTER &amp; GAMBLE	COM	$3.4M	1.0%Prev: 1.0%	23,686 SH	Decreased
PROCTER &amp;amp; GAMBLE	COM	$2.5M	0.7%Prev: 0.7%	17,555 SH	Increased+1,340 SH
PROCTER &amp;amp;amp; GAMBLE	COM	$355K	0.1%Prev: 0.1%	2,480 SH	Decreased
PROCTER &amp;amp;amp;amp; GAMBLE	COM	$9K	0.0%Prev: 0.0%	65 SH	Decreased
PROCTER &amp;amp;amp;amp;amp; GAMBLE	COM	$72K	0.0%Prev: 0.0%	500 SH	Decreased
RESMED INC	COM	$224K	0.1%Prev: 0.1%	932 SH	Decreased
ROCKWELL AUTOMATION	COM	$9.2M	2.6%Prev: 2.4%	23,636 SH	Increased+55 SH
RTX CORPORATION	COM	$12.9M	3.6%Prev: 3.5%	70,489 SH	Increased-2,375 SH
SCHNEIDER ELEC SA ADR	COM	$7.7M	2.2%Prev: 2.3%	140,951 SH	Decreased+170 SH
SPDR S&P 500 ETF	COM	$546K	0.2%Prev: 0.2%	800 SH	Decreased-400 SH
SPDR S&P 500 ETF	COM	$222K	0.1%Prev: 0.1%	325 SH	Increased
STATE STREET	COM	$364K	0.1%Prev: 0.1%	2,825 SH	Increased
STRYKER CORP	COM	$654K	0.2%Prev: 0.2%	1,861 SH	Decreased
TJX COS	COM	$11.1M	3.1%Prev: 3.0%	72,295 SH	Increased-195 SH
UBER TECHNOLOGIES INC	COM	$3.8M	1.1%Prev: 0.9%	46,655 SH	Increased+13,990 SH
UNION PACIFIC	COM	$907K	0.3%Prev: 0.3%	3,920 SH	Decreased
UNITEDHEALTH GROUP	COM	$5.1M	1.4%Prev: 1.4%	15,470 SH	Increased+1,529 SH
VANGUARD 500 INDEX FD ADMIRAL	Equity Mutual Fu	$237K	0.1%Prev: 0.1%	375 SH	Increased
VERIZON COMMUNICATIONS	COM	$314K	0.1%Prev: 0.1%	7,700 SH	Decreased-282 SH
VERTEX PHARMACEUTICALS	COM	$5.6M	1.6%Prev: 1.4%	12,459 SH	Increased+161 SH
VISA	COM	$370K	0.1%Prev: 0.1%	1,055 SH	Increased
WAL-MART STORES	COM	$1.3M	0.4%Prev: 0.4%	11,890 SH	Increased-375 SH
XYLEM INC	COM	$6.6M	1.9%Prev: 2.1%	48,730 SH	Decreased+65 SH

Sold (vs prior filing)

MCCORMICK &amp;amp;amp; CO — $139K
MCCORMICK &amp;amp;amp;amp; CO — $4K
NOVO NORDISK A S ADR — $585K
PAYCHEX — $259K
PTC INC — $203K
SALESFORCE.COM — $2.3M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001314377-26-000001	$354.7M	View
Nov 10, 2025	Q3 2025	13F-HR	0001314377-25-000003	$348.9M	View
Aug 21, 2026	Q2 2026