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: $340.1M6 positionsView on SEC.gov

			% of Portfolio
3M	COM	$808K	0.2%Prev: 0.3%	5,562 SH	Decreased-338 SH
ABBOTT LABS	COM	$9.2M	2.7%Prev: 3.8%	89,712 SH	Decreased-2,960 SH
ABBVIE	COM	$2.7M	0.8%Prev: 0.8%	12,481 SH	Increased-360 SH
ADVANCED MICRO DEVICES	COM	$11.0M	3.2%Prev: 2.1%	54,241 SH	Increased-12,027 SH
AIR PRODUCTS & CHEM	COM	$320K	0.1%Prev: 0.1%	1,100 SH	Decreased
ALPHABET INC CL A	COM	$22.3M	6.6%Prev: 4.3%	77,489 SH	Increased-12,126 SH
ALPHABET INC CL C	COM	$810K	0.2%Prev: 0.2%	2,825 SH	Increased-575 SH
AMAZON.COM	COM	$13.3M	3.9%Prev: 3.7%	63,816 SH	Increased+963 SH
AMERICAN EXPRESS	COM	$4.2M	1.2%	13,730 SH	New
AMGEN INC	COM	$209K	0.1%	595 SH	New
ANALOG DEVICES	COM	$14.4M	4.2%Prev: 3.1%	45,214 SH	Increased-4,242 SH
APPLE	COM	$34.9M	10.3%Prev: 9.6%	137,468 SH	Increased-846 SH
APPLIED MATERIAL	COM	$7.6M	2.2%	22,265 SH	New
APTARGROUP	COM	$7.7M	2.3%Prev: 2.9%	61,023 SH	Decreased-2,625 SH
AUSTRALIAN RARE EARTHS LTD	COM	$261K	0.1%	2,700,000 SH	New
AUTOMATIC DATA PROCESSING	COM	$10.2M	3.0%Prev: 5.1%	50,151 SH	Decreased-3,811 SH
BANK NEW YORK MELLON	COM	$237K	0.1%	2,000 SH	New
BANK OF AMERICA	COM	$1.5M	0.4%Prev: 0.4%	30,265 SH	Increased-125 SH
BERKSHIRE HATHAWAY CL B	COM	$1.8M	0.5%Prev: 0.7%	3,666 SH	Decreased-476 SH
BOEING	COM	$1.1M	0.3%Prev: 0.3%	5,600 SH	Increased-225 SH
BRISTOL-MYERS SQUIBB	COM	$249K	0.1%Prev: 0.1%	4,100 SH	Decreased-500 SH
BROADCOM INC	COM	$3.2M	1.0%	10,456 SH	New
BROADRIDGE FINANCIAL SOLUTIONS	COM	$479K	0.1%Prev: 0.2%	2,950 SH	Decreased
CANADIAN NATL RAILWAY	COM	$4.3M	1.3%Prev: 1.9%	41,440 SH	Decreased-19,673 SH
CANADIAN PACIFIC KANSAS CITY L	COM	$339K	0.1%	4,310 SH	New
CARRIER GLOBAL	COM	$677K	0.2%Prev: 1.8%	12,030 SH	Decreased-79,509 SH
CHARLES SCHWAB	COM	$3.6M	1.1%	38,310 SH	New
CHEVRON	COM	$7.0M	2.1%Prev: 1.8%	33,935 SH	Increased+268 SH
CISCO SYS INC	COM	$262K	0.1%	3,380 SH	New
COCA COLA	COM	$654K	0.2%Prev: 0.2%	8,600 SH	Increased+250 SH
COSTCO WHOLESALE	COM	$485K	0.1%Prev: 0.2%	487 SH	Decreased-57 SH
DANAHER CORP	COM	$6.8M	2.0%Prev: 2.3%	35,809 SH	Decreased-774 SH
DEERE & CO	COM	$20K	0.0%Prev: 0.1%	35 SH	Decreased-650 SH
DEERE & CO	COM	$2.0M	0.6%Prev: 0.5%	3,600 SH	Increased-140 SH
DEERE &amp; CO	COM	$1.6M	0.5%Prev: 0.3%	2,820 SH	Increased+645 SH
DEERE &amp;amp; CO	COM	$25K	0.0%Prev: 0.0%	45 SH	Decreased-10 SH
DEERE &amp;amp;amp; CO	COM	$28K	0.0%Prev: 0.0%	50 SH	Increased
DOMINION RES INC	COM	$504K	0.1%Prev: 0.1%	8,157 SH	Increased
ELI LILLY & CO	COM	$951K	0.3%Prev: 0.0%	1,034 SH	Increased+864 SH
ELI LILLY & CO	COM	$512K	0.2%Prev: 0.0%	557 SH	Increased+446 SH
ELI LILLY &amp; CO	COM	$2.6M	0.8%Prev: 0.2%	2,832 SH	Increased+2,045 SH
ELI LILLY &amp;amp; CO	COM	$1.7M	0.5%Prev: 0.1%	1,880 SH	Increased+1,403 SH
ELI LILLY &amp;amp;amp; CO	COM	$267K	0.1%Prev: 0.0%	290 SH	Increased+235 SH
ELI LILLY &amp;amp;amp;amp; CO	COM	$7K	0.0%Prev: 0.0%	8 SH	Decreased-17 SH
ELI LILLY &amp;amp;amp;amp;amp; CO	COM	$55K	0.0%	60 SH	New
EXXON MOBIL	COM	$3.5M	1.0%Prev: 0.8%	20,622 SH	Increased-1,160 SH
FISERV	COM	$3.4M	1.0%Prev: 4.9%	60,980 SH	Decreased-10,472 SH
GABELLI UTILITES FUND CLASS A	Equity Mutual Fu	$739K	0.2%Prev: 0.2%	138,714 SH	Increased
GE VERNOVA INC COM	COM	$481K	0.1%	551 SH	New
GENERAL ELECTRIC	COM	$373K	0.1%Prev: 0.1%	1,315 SH	Increased
GILEAD SCIENCES	COM	$216K	0.1%	1,548 SH	New
GOLDMAN SACHS GROUP	COM	$694K	0.2%Prev: 0.2%	820 SH	Increased-150 SH
GRAPHITE ONE INC COM	COM	$199K	0.1%	225,000 SH	New
HOME DEPOT	COM	$9.2M	2.7%Prev: 3.1%	27,898 SH	Decreased+672 SH
INTEL	COM	$860K	0.3%Prev: 0.1%	19,485 SH	Increased-255 SH
INVESCO S & P 500 EQUAL WEIGHT	COM	$463K	0.1%	2,415 SH	New
ISHARES S&P 500	COM	$392K	0.1%Prev: 0.1%	600 SH	Decreased-150 SH
JOHNSON AND JOHNSON	COM	$16.3M	4.8%Prev: 3.6%	66,561 SH	Increased-3,882 SH
JPMORGAN CHASE	COM	$2.9M	0.8%Prev: 0.8%	9,803 SH	Increased-737 SH
LOCKHEED MARTIN CORP	COM	$212K	0.1%	350 SH	New
MASTERCARD	COM	$12.6M	3.7%Prev: 4.7%	25,152 SH	Decreased-2,296 SH
MERCK	COM	$1.2M	0.3%Prev: 0.2%	9,608 SH	Increased+854 SH
META PLATFORMS INC	COM	$269K	0.1%	471 SH	New
MICROSOFT	COM	$13.0M	3.8%Prev: 4.1%	35,005 SH	Decreased+5 SH
NESTLE SA ADR	COM	$215K	0.1%Prev: 0.7%	2,170 SH	Decreased-19,738 SH
NEXTERA ENERGY	COM	$913K	0.3%Prev: 0.1%	9,825 SH	Increased+6,950 SH
NVIDIA CORP	COM	$15.0M	4.4%Prev: 3.3%	85,862 SH	Increased-10,468 SH
PEPSICO	COM	$1.4M	0.4%Prev: 0.7%	9,238 SH	Decreased-6,360 SH
PROCTER & GAMBLE	COM	$1.7M	0.5%Prev: 0.6%	11,865 SH	Decreased+453 SH
PROCTER & GAMBLE	COM	$693K	0.2%Prev: 0.3%	4,796 SH	Decreased-303 SH
PROCTER &amp; GAMBLE	COM	$3.4M	1.0%Prev: 1.3%	23,786 SH	Decreased+25 SH
PROCTER &amp;amp; GAMBLE	COM	$2.5M	0.7%Prev: 0.9%	17,540 SH	Decreased+631 SH
PROCTER &amp;amp;amp; GAMBLE	COM	$374K	0.1%Prev: 0.1%	2,590 SH	Decreased+175 SH
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
ROCKWELL AUTOMATION	COM	$8.4M	2.5%Prev: 2.4%	23,481 SH	Increased-5,890 SH
RTX CORPORATION	COM	$12.6M	3.7%Prev: 3.4%	65,461 SH	Increased-16,342 SH
SCHNEIDER ELEC SA ADR	COM	$7.7M	2.3%Prev: 2.0%	141,761 SH	Increased+2,727 SH
SPDR S&P 500 ETF	COM	$520K	0.2%Prev: 0.2%	800 SH	Decreased-400 SH
SPDR S&P 500 ETF	COM	$179K	0.1%Prev: 0.1%	275 SH	Decreased-75 SH
STATE STREET	COM	$320K	0.1%Prev: 0.1%	2,525 SH	Increased-375 SH
STRYKER CORP	COM	$612K	0.2%Prev: 0.2%	1,861 SH	Decreased+16 SH
TJX COS	COM	$11.2M	3.3%Prev: 2.9%	70,310 SH	Increased-4,934 SH
UBER TECHNOLOGIES INC	COM	$4.0M	1.2%Prev: 0.2%	55,100 SH	Increased+44,720 SH
UNION PACIFIC	COM	$951K	0.3%Prev: 0.3%	3,920 SH	Decreased-195 SH
UNITEDHEALTH GROUP	COM	$2.3M	0.7%Prev: 2.4%	8,340 SH	Decreased-6,408 SH
VANGUARD 500 INDEX FD ADMIRAL	Equity Mutual Fu	$226K	0.1%Prev: 0.1%	375 SH	Increased-25 SH
VERIZON COMMUNICATIONS	COM	$387K	0.1%Prev: 0.1%	7,700 SH	Increased+1,018 SH
VERTEX PHARMACEUTICALS	COM	$5.7M	1.7%Prev: 1.8%	12,716 SH	Decreased+750 SH
VISA	COM	$329K	0.1%Prev: 0.1%	1,090 SH	Decreased+48 SH
WAL-MART STORES	COM	$1.4M	0.4%Prev: 0.4%	11,440 SH	Increased-1,875 SH
WASTE CONNECTIONS INC NEW	COM	$1.5M	0.4%	8,978 SH	New
XYLEM INC	COM	$5.8M	1.7%Prev: 1.8%	48,900 SH	Decreased-172 SH

Sold (vs prior filing)

AON PLC — $249K
BALL CORP — $796K
CHUBB LIMITED — $251K
FIDELITY NATL INFO SVCS — $202K
GENERAL MILLS — $255K
MCCORMICK & CO — $896K
MCCORMICK & CO — $454K
MCCORMICK &amp; CO — $1.9M
MCCORMICK &amp;amp; CO — $1.0M
MCCORMICK &amp;amp;amp; CO — $170K
MCCORMICK &amp;amp;amp;amp; CO — $5K
MCCORMICK &amp;amp;amp;amp;amp; CO — $41K
NOVO NORDISK A S ADR — $1.2M
NOVOZYMES A S DKK 2.0 — $204K
PAYCHEX — $336K
SALESFORCE.COM — $2.1M

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