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: $348.9M6 positionsView on SEC.gov

			% of Portfolio
3M	COM	$910K	0.3%Prev: 0.2%	5,862 SH	Increased+300 SH
ABBOTT LABS	COM	$12.1M	3.5%Prev: 2.1%	90,197 SH	Increased+238 SH
ABBVIE	COM	$2.9M	0.8%Prev: 0.8%	12,541 SH	Decreased+45 SH
ADVANCED MICRO DEVICES	COM	$10.1M	2.9%Prev: 7.2%	62,125 SH	Decreased+13,280 SH
AIR PRODUCTS & CHEM	COM	$300K	0.1%Prev: 0.1%	1,100 SH	Decreased
ALPHABET INC CL A	COM	$21.2M	6.1%Prev: 6.7%	87,067 SH	Decreased+12,616 SH
ALPHABET INC CL C	COM	$793K	0.2%Prev: 0.2%	3,258 SH	Decreased+583 SH
AMAZON.COM	COM	$13.8M	3.9%Prev: 3.9%	62,644 SH	Decreased-1,392 SH
AMERICAN EXPRESS	COM	$2.2M	0.6%Prev: 1.3%	6,616 SH	Decreased-9,068 SH
ANALOG DEVICES	COM	$11.9M	3.4%Prev: 4.3%	48,569 SH	Decreased+5,781 SH
APPLE	COM	$35.3M	10.1%Prev: 10.0%	138,663 SH	Decreased+2,253 SH
APPLIED MATERIAL	COM	$2.5M	0.7%Prev: 4.0%	12,007 SH	Decreased-9,993 SH
APTARGROUP	COM	$8.4M	2.4%Prev: 1.8%	62,693 SH	Increased+5,725 SH
AUTOMATIC DATA PROCESSING	COM	$14.9M	4.3%Prev: 2.8%	50,620 SH	Increased+439 SH
BANK NEW YORK MELLON	COM	$218K	0.1%Prev: 0.1%	2,000 SH	Decreased
BANK OF AMERICA	COM	$1.6M	0.4%Prev: 0.4%	30,265 SH	Decreased
BERKSHIRE HATHAWAY CL B	COM	$1.9M	0.6%Prev: 0.5%	3,841 SH	Increased+175 SH
BOEING	COM	$1.2M	0.3%Prev: 0.3%	5,600 SH	Decreased
BROADRIDGE FINANCIAL SOLUTIONS	COM	$703K	0.2%Prev: 0.1%	2,950 SH	Increased
CANADIAN NATL RAILWAY	COM	$4.6M	1.3%Prev: 1.2%	48,880 SH	Decreased+9,370 SH
CARRIER GLOBAL	COM	$5.4M	1.6%Prev: 0.1%	91,142 SH	Increased+85,462 SH
CHARLES SCHWAB	COM	$1.8M	0.5%Prev: 0.9%	18,795 SH	Decreased-20,070 SH
CHEVRON	COM	$5.3M	1.5%Prev: 1.4%	34,005 SH	Decreased-115 SH
CISCO SYS INC	COM	$265K	0.1%Prev: 0.1%	3,880 SH	Decreased+500 SH
COCA COLA	COM	$600K	0.2%Prev: 0.2%	9,050 SH	Decreased+450 SH
COSTCO WHOLESALE	COM	$460K	0.1%Prev: 0.1%	497 SH	Increased+35 SH
DANAHER CORP	COM	$7.1M	2.0%Prev: 1.7%	36,029 SH	Increased+1,015 SH
DEERE & CO	COM	$313K	0.1%Prev: 0.0%	685 SH	Increased+660 SH
DEERE & CO	COM	$1.6M	0.5%Prev: 0.6%	3,600 SH	Decreased
DEERE &amp; CO	COM	$995K	0.3%Prev: 0.5%	2,175 SH	Decreased-645 SH
DEERE &amp;amp; CO	COM	$21K	0.0%Prev: 0.0%	45 SH	Decreased
DEERE &amp;amp;amp; CO	COM	$23K	0.0%Prev: 0.0%	50 SH	Decreased
DOMINION RES INC	COM	$499K	0.1%Prev: 0.1%	8,157 SH	Decreased
ELI LILLY & CO	COM	$543K	0.2%Prev: 0.4%	712 SH	Decreased-563 SH
ELI LILLY & CO	COM	$275K	0.1%Prev: 0.2%	361 SH	Decreased-265 SH
ELI LILLY &amp; CO	COM	$1.2M	0.3%Prev: 1.0%	1,556 SH	Decreased-1,887 SH
ELI LILLY &amp;amp; CO	COM	$958K	0.3%Prev: 0.6%	1,255 SH	Decreased-738 SH
ELI LILLY &amp;amp;amp; CO	COM	$107K	0.0%Prev: 0.1%	140 SH	Decreased-155 SH
ELI LILLY &amp;amp;amp;amp; CO	COM	$3K	0.0%Prev: 0.0%	4 SH	Decreased-4 SH
ELI LILLY &amp;amp;amp;amp;amp; CO	COM	$46K	0.0%Prev: 0.0%	60 SH	Decreased-15 SH
EMERSON ELECTRIC	COM	$210K	0.1%Prev: 0.1%	1,600 SH	Decreased+75 SH
EXXON MOBIL	COM	$2.4M	0.7%Prev: 0.7%	21,382 SH	Decreased+835 SH
FISERV	COM	$9.2M	2.6%Prev: 0.2%	71,025 SH	Increased+57,759 SH
GABELLI UTILITES FUND CLASS A	Equity Mutual Fu	$731K	0.2%Prev: 0.2%	138,714 SH	Increased
GE VERNOVA INC COM	COM	$339K	0.1%Prev: 0.2%	551 SH	Decreased
GENERAL ELECTRIC	COM	$396K	0.1%Prev: 0.1%	1,315 SH	Decreased
GOLDMAN SACHS GROUP	COM	$673K	0.2%Prev: 0.2%	845 SH	Decreased+50 SH
HOME DEPOT	COM	$11.2M	3.2%Prev: 2.5%	27,617 SH	Increased-600 SH
INTEL	COM	$720K	0.2%Prev: 0.7%	21,450 SH	Decreased+1,965 SH
ISHARES S&P 500	COM	$435K	0.1%Prev: 0.1%	650 SH	Decreased+50 SH
JOHNSON AND JOHNSON	COM	$12.5M	3.6%Prev: 4.3%	67,210 SH	Decreased+567 SH
JPMORGAN CHASE	COM	$3.2M	0.9%Prev: 0.8%	10,003 SH	Decreased+200 SH
MASTERCARD	COM	$14.4M	4.1%Prev: 3.3%	25,400 SH	Increased-33 SH
MCCORMICK & CO	COM	$710K	0.2%	10,615 SH	New
MCCORMICK & CO	COM	$352K	0.1%	5,260 SH	New
MCCORMICK &amp; CO	COM	$1.3M	0.4%	19,215 SH	New
MCCORMICK &amp;amp; CO	COM	$595K	0.2%	8,900 SH	New
MCCORMICK &amp;amp;amp; CO	COM	$139K	0.0%	2,070 SH	New
MCCORMICK &amp;amp;amp;amp; CO	COM	$4K	0.0%	60 SH	New
MERCK	COM	$861K	0.2%Prev: 0.3%	10,254 SH	Decreased+646 SH
MICROSOFT	COM	$17.7M	5.1%Prev: 3.4%	34,081 SH	Increased-1,939 SH
NESTLE SA ADR	COM	$649K	0.2%	7,070 SH	New
NEXTERA ENERGY	COM	$274K	0.1%Prev: 0.5%	3,625 SH	Decreased-20,775 SH
NOVO NORDISK A S ADR	COM	$585K	0.2%	10,545 SH	New
NOVOZYMES A S DKK 2.0	COM	$233K	0.1%	3,825 SH	New
NVIDIA CORP	COM	$16.6M	4.8%Prev: 4.3%	89,155 SH	Decreased+3,930 SH
PAYCHEX	COM	$259K	0.1%	2,040 SH	New
PEPSICO	COM	$1.5M	0.4%Prev: 0.3%	10,378 SH	Increased+1,545 SH
PROCTER & GAMBLE	COM	$1.9M	0.5%Prev: 0.5%	12,180 SH	Increased-50 SH
PROCTER & GAMBLE	COM	$737K	0.2%Prev: 0.2%	4,796 SH	Increased
PROCTER &amp; GAMBLE	COM	$3.6M	1.0%Prev: 0.9%	23,686 SH	Increased-100 SH
PROCTER &amp;amp; GAMBLE	COM	$2.5M	0.7%Prev: 0.7%	16,215 SH	Decreased-1,325 SH
PROCTER &amp;amp;amp; GAMBLE	COM	$381K	0.1%Prev: 0.1%	2,480 SH	Increased-110 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	$77K	0.0%Prev: 0.0%	500 SH	Increased
PTC INC	COM	$203K	0.1%	1,000 SH	New
RESMED INC	COM	$255K	0.1%	932 SH	New
ROCKWELL AUTOMATION	COM	$8.2M	2.4%Prev: 3.0%	23,581 SH	Decreased-16 SH
RTX CORPORATION	COM	$12.2M	3.5%Prev: 3.1%	72,864 SH	Decreased+7,543 SH
SALESFORCE.COM	COM	$2.3M	0.7%	9,598 SH	New
SCHNEIDER ELEC SA ADR	COM	$7.9M	2.3%Prev: 2.4%	140,781 SH	Decreased-2,145 SH
SPDR S&P 500 ETF	COM	$799K	0.2%Prev: 0.2%	1,200 SH	Increased+400 SH
SPDR S&P 500 ETF	COM	$217K	0.1%Prev: 0.1%	325 SH	Increased+50 SH
STATE STREET	COM	$328K	0.1%Prev: 0.1%	2,825 SH	Decreased+300 SH
STRYKER CORP	COM	$688K	0.2%Prev: 0.1%	1,861 SH	Increased
TJX COS	COM	$10.5M	3.0%Prev: 2.7%	72,490 SH	Decreased+2,050 SH
UBER TECHNOLOGIES INC	COM	$3.2M	0.9%Prev: 1.0%	32,665 SH	Decreased-20,430 SH
UNION PACIFIC	COM	$927K	0.3%Prev: 0.3%	3,920 SH	Decreased
UNITEDHEALTH GROUP	COM	$4.8M	1.4%Prev: 0.1%	13,941 SH	Increased+13,266 SH
VANGUARD 500 INDEX FD ADMIRAL	Equity Mutual Fu	$231K	0.1%Prev: 0.1%	375 SH	Decreased
VERIZON COMMUNICATIONS	COM	$351K	0.1%Prev: 0.1%	7,982 SH	Increased+282 SH
VERTEX PHARMACEUTICALS	COM	$4.8M	1.4%Prev: 1.8%	12,298 SH	Decreased-2,305 SH
VISA	COM	$360K	0.1%Prev: 0.1%	1,055 SH	Decreased-35 SH
WAL-MART STORES	COM	$1.3M	0.4%Prev: 0.3%	12,265 SH	Decreased+825 SH
XYLEM INC	COM	$7.2M	2.1%Prev: 1.5%	48,665 SH	Increased-480 SH

Sold (vs prior filing)

AMGEN INC — $215K
ASML HOLDING NV — $451K
AUSTRALIAN RARE EARTHS LTD — $196K
BRISTOL-MYERS SQUIBB — $236K
BROADCOM INC — $5.1M
CANADIAN PACIFIC KANSAS CITY L — $535K
INVESCO S & P 500 EQUAL WEIGHT — $340K
META PLATFORMS INC — $322K
ROUNDHILL MEMORY ETF — $919K
WASTE CONNECTIONS INC NEW — $2.4M

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