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: $332.6M6 positionsView on SEC.gov

			% of Portfolio
3M	COM	$930K	0.3%Prev: 0.2%	6,112 SH	Increased+550 SH
ABBOTT LABS	COM	$12.4M	3.7%Prev: 2.7%	90,892 SH	Increased+1,180 SH
ABBVIE	COM	$2.3M	0.7%Prev: 0.8%	12,656 SH	Decreased+175 SH
ADVANCED MICRO DEVICES	COM	$9.4M	2.8%Prev: 3.2%	65,943 SH	Decreased+11,702 SH
AIR PRODUCTS & CHEM	COM	$310K	0.1%Prev: 0.1%	1,100 SH	Decreased
ALPHABET INC CL A	COM	$15.6M	4.7%Prev: 6.6%	88,691 SH	Decreased+11,202 SH
ALPHABET INC CL C	COM	$613K	0.2%Prev: 0.2%	3,458 SH	Decreased+633 SH
AMAZON.COM	COM	$13.9M	4.2%Prev: 3.9%	63,149 SH	Increased-667 SH
AMERICAN EXPRESS	COM	$981K	0.3%Prev: 1.2%	3,075 SH	Decreased-10,655 SH
ANALOG DEVICES	COM	$11.6M	3.5%Prev: 4.2%	48,902 SH	Decreased+3,688 SH
APPLE	COM	$28.5M	8.6%Prev: 10.3%	139,065 SH	Decreased+1,597 SH
APPLIED MATERIAL	COM	$741K	0.2%Prev: 2.2%	4,050 SH	Decreased-18,215 SH
APTARGROUP	COM	$9.9M	3.0%Prev: 2.3%	63,099 SH	Increased+2,076 SH
AUTOMATIC DATA PROCESSING	COM	$16.0M	4.8%Prev: 3.0%	51,719 SH	Increased+1,568 SH
BALL CORP	COM	$282K	0.1%	5,035 SH	New
BANK OF AMERICA	COM	$1.4M	0.4%Prev: 0.4%	30,315 SH	Decreased+50 SH
BERKSHIRE HATHAWAY CL B	COM	$1.9M	0.6%Prev: 0.5%	3,916 SH	Increased+250 SH
BOEING	COM	$1.2M	0.4%Prev: 0.3%	5,825 SH	Increased+225 SH
BRISTOL-MYERS SQUIBB	COM	$220K	0.1%Prev: 0.1%	4,750 SH	Decreased+650 SH
BROADRIDGE FINANCIAL SOLUTIONS	COM	$717K	0.2%Prev: 0.1%	2,950 SH	Increased
CANADIAN NATL RAILWAY	COM	$5.9M	1.8%Prev: 1.3%	56,459 SH	Increased+15,019 SH
CARRIER GLOBAL	COM	$6.7M	2.0%Prev: 0.2%	91,797 SH	Increased+79,767 SH
CHARLES SCHWAB	COM	$1.0M	0.3%Prev: 1.1%	11,025 SH	Decreased-27,285 SH
CHEVRON	COM	$4.9M	1.5%Prev: 2.1%	33,897 SH	Decreased-38 SH
CHUBB LIMITED	COM	$258K	0.1%	890 SH	New
COCA COLA	COM	$587K	0.2%Prev: 0.2%	8,300 SH	Decreased-300 SH
COSTCO WHOLESALE	COM	$541K	0.2%Prev: 0.1%	547 SH	Increased+60 SH
DANAHER CORP	COM	$7.2M	2.2%Prev: 2.0%	36,471 SH	Increased+662 SH
DEERE & CO	COM	$348K	0.1%Prev: 0.0%	685 SH	Increased+650 SH
DEERE & CO	COM	$1.8M	0.6%Prev: 0.6%	3,600 SH	Decreased
DEERE &amp; CO	COM	$1.1M	0.3%Prev: 0.5%	2,175 SH	Decreased-645 SH
DEERE &amp;amp; CO	COM	$28K	0.0%Prev: 0.0%	55 SH	Increased+10 SH
DEERE &amp;amp;amp; CO	COM	$25K	0.0%Prev: 0.0%	50 SH	Decreased
DOMINION RES INC	COM	$461K	0.1%Prev: 0.1%	8,157 SH	Decreased
ELI LILLY & CO	COM	$429K	0.1%Prev: 0.3%	550 SH	Decreased-484 SH
ELI LILLY & CO	COM	$183K	0.1%Prev: 0.2%	235 SH	Decreased-322 SH
ELI LILLY &amp; CO	COM	$1.1M	0.3%Prev: 0.8%	1,364 SH	Decreased-1,468 SH
ELI LILLY &amp;amp; CO	COM	$650K	0.2%Prev: 0.5%	834 SH	Decreased-1,046 SH
ELI LILLY &amp;amp;amp; CO	COM	$82K	0.0%Prev: 0.1%	105 SH	Decreased-185 SH
ELI LILLY &amp;amp;amp;amp; CO	COM	$2K	0.0%Prev: 0.0%	2 SH	Decreased-6 SH
ELI LILLY &amp;amp;amp;amp;amp; CO	COM	$31K	0.0%Prev: 0.0%	40 SH	Decreased-20 SH
EMERSON ELECTRIC	COM	$247K	0.1%	1,850 SH	New
EXXON MOBIL	COM	$2.3M	0.7%Prev: 1.0%	21,382 SH	Decreased+760 SH
FIDELITY NATL INFO SVCS	COM	$220K	0.1%	2,700 SH	New
FISERV	COM	$12.3M	3.7%Prev: 1.0%	71,154 SH	Increased+10,174 SH
GABELLI UTILITES FUND CLASS A	Equity Mutual Fu	$710K	0.2%Prev: 0.2%	138,714 SH	Decreased
GE VERNOVA INC COM	COM	$292K	0.1%Prev: 0.1%	551 SH	Decreased
GENERAL ELECTRIC	COM	$338K	0.1%Prev: 0.1%	1,315 SH	Decreased
GOLDMAN SACHS GROUP	COM	$651K	0.2%Prev: 0.2%	920 SH	Decreased+100 SH
HOME DEPOT	COM	$10.1M	3.0%Prev: 2.7%	27,590 SH	Increased-308 SH
INTEL	COM	$472K	0.1%Prev: 0.3%	21,050 SH	Decreased+1,565 SH
ISHARES S&P 500	COM	$435K	0.1%Prev: 0.1%	700 SH	Increased+100 SH
JOHNSON AND JOHNSON	COM	$10.4M	3.1%Prev: 4.8%	68,180 SH	Decreased+1,619 SH
JPMORGAN CHASE	COM	$3.0M	0.9%Prev: 0.8%	10,253 SH	Increased+450 SH
MASTERCARD	COM	$14.4M	4.3%Prev: 3.7%	25,592 SH	Increased+440 SH
MCCORMICK & CO	COM	$847K	0.3%	11,165 SH	New
MCCORMICK & CO	COM	$398K	0.1%	5,255 SH	New
MCCORMICK &amp; CO	COM	$1.7M	0.5%	22,915 SH	New
MCCORMICK &amp;amp; CO	COM	$924K	0.3%	12,185 SH	New
MCCORMICK &amp;amp;amp; CO	COM	$157K	0.0%	2,070 SH	New
MCCORMICK &amp;amp;amp;amp; CO	COM	$5K	0.0%	60 SH	New
MCCORMICK &amp;amp;amp;amp;amp; CO	COM	$38K	0.0%	500 SH	New
MERCK	COM	$695K	0.2%Prev: 0.3%	8,779 SH	Decreased-829 SH
MICROSOFT	COM	$17.2M	5.2%Prev: 3.8%	34,534 SH	Increased-471 SH
NESTLE SA ADR	COM	$1.3M	0.4%Prev: 0.1%	12,605 SH	Increased+10,435 SH
NEXTERA ENERGY	COM	$252K	0.1%Prev: 0.3%	3,625 SH	Decreased-6,200 SH
NOVO NORDISK A S ADR	COM	$2.0M	0.6%	29,305 SH	New
NOVOZYMES A S DKK 2.0	COM	$288K	0.1%	4,025 SH	New
NVIDIA CORP	COM	$14.9M	4.5%Prev: 4.4%	94,070 SH	Decreased+8,208 SH
PAYCHEX	COM	$297K	0.1%	2,040 SH	New
PEPSICO	COM	$1.8M	0.5%Prev: 0.4%	13,628 SH	Increased+4,390 SH
PROCTER & GAMBLE	COM	$1.8M	0.5%Prev: 0.5%	11,445 SH	Increased-420 SH
PROCTER & GAMBLE	COM	$788K	0.2%Prev: 0.2%	4,946 SH	Increased+150 SH
PROCTER &amp; GAMBLE	COM	$3.8M	1.1%Prev: 1.0%	23,686 SH	Increased-100 SH
PROCTER &amp;amp; GAMBLE	COM	$2.6M	0.8%Prev: 0.7%	16,319 SH	Increased-1,221 SH
PROCTER &amp;amp;amp; GAMBLE	COM	$385K	0.1%Prev: 0.1%	2,415 SH	Increased-175 SH
PROCTER &amp;amp;amp;amp; GAMBLE	COM	$10K	0.0%Prev: 0.0%	65 SH	Increased
PROCTER &amp;amp;amp;amp;amp; GAMBLE	COM	$80K	0.0%Prev: 0.0%	500 SH	Increased
RESMED INC	COM	$245K	0.1%	948 SH	New
ROCKWELL AUTOMATION	COM	$8.4M	2.5%Prev: 2.5%	25,196 SH	Decreased+1,715 SH
RTX CORPORATION	COM	$11.4M	3.4%Prev: 3.7%	77,974 SH	Decreased+12,513 SH
SALESFORCE.COM	COM	$2.4M	0.7%	8,876 SH	New
SCHNEIDER ELEC SA ADR	COM	$7.5M	2.2%Prev: 2.3%	139,789 SH	Decreased-1,972 SH
SPDR S&P 500 ETF	COM	$741K	0.2%Prev: 0.2%	1,200 SH	Increased+400 SH
SPDR S&P 500 ETF	COM	$201K	0.1%Prev: 0.1%	325 SH	Increased+50 SH
STATE STREET	COM	$300K	0.1%Prev: 0.1%	2,825 SH	Decreased+300 SH
STRYKER CORP	COM	$736K	0.2%Prev: 0.2%	1,861 SH	Increased
TJX COS	COM	$9.0M	2.7%Prev: 3.3%	72,787 SH	Decreased+2,477 SH
UBER TECHNOLOGIES INC	COM	$2.0M	0.6%Prev: 1.2%	21,370 SH	Decreased-33,730 SH
UNION PACIFIC	COM	$944K	0.3%Prev: 0.3%	4,104 SH	Decreased+184 SH
UNITEDHEALTH GROUP	COM	$4.7M	1.4%Prev: 0.7%	14,969 SH	Increased+6,629 SH
VANGUARD 500 INDEX FD ADMIRAL	Equity Mutual Fu	$229K	0.1%Prev: 0.1%	400 SH	Increased+25 SH
VERIZON COMMUNICATIONS	COM	$301K	0.1%Prev: 0.1%	6,964 SH	Decreased-736 SH
VERTEX PHARMACEUTICALS	COM	$5.4M	1.6%Prev: 1.7%	12,130 SH	Decreased-586 SH
VISA	COM	$388K	0.1%Prev: 0.1%	1,093 SH	Increased+3 SH
WAL-MART STORES	COM	$1.3M	0.4%Prev: 0.4%	13,015 SH	Decreased+1,575 SH
XYLEM INC	COM	$6.3M	1.9%Prev: 1.7%	48,915 SH	Increased+15 SH

Sold (vs prior filing)

AMGEN INC — $209K
AUSTRALIAN RARE EARTHS LTD — $261K
BANK NEW YORK MELLON — $237K
BROADCOM INC — $3.2M
CANADIAN PACIFIC KANSAS CITY L — $339K
CISCO SYS INC — $262K
GILEAD SCIENCES — $216K
GRAPHITE ONE INC COM — $199K
INVESCO S & P 500 EQUAL WEIGHT — $463K
LOCKHEED MARTIN CORP — $212K
META PLATFORMS INC — $269K
WASTE CONNECTIONS INC NEW — $1.5M

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