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: $395.6M6 positionsView on SEC.gov

			% of Portfolio
3M	COM	$901K	0.2%Prev: 0.3%	5,562 SH	Decreased-550 SH
ABBOTT LABS	COM	$8.2M	2.1%Prev: 3.7%	89,959 SH	Decreased-933 SH
ABBVIE	COM	$3.1M	0.8%Prev: 0.7%	12,496 SH	Increased-160 SH
ADVANCED MICRO DEVICES	COM	$28.4M	7.2%Prev: 2.8%	48,845 SH	Increased-17,098 SH
AIR PRODUCTS & CHEM	COM	$322K	0.1%Prev: 0.1%	1,100 SH	Increased
ALPHABET INC CL A	COM	$26.6M	6.7%Prev: 4.7%	74,451 SH	Increased-14,240 SH
ALPHABET INC CL C	COM	$945K	0.2%Prev: 0.2%	2,675 SH	Increased-783 SH
AMAZON.COM	COM	$15.3M	3.9%Prev: 4.2%	64,036 SH	Increased+887 SH
AMERICAN EXPRESS	COM	$5.3M	1.3%Prev: 0.3%	15,684 SH	Increased+12,609 SH
AMGEN INC	COM	$215K	0.1%	595 SH	New
ANALOG DEVICES	COM	$17.0M	4.3%Prev: 3.5%	42,788 SH	Increased-6,114 SH
APPLE	COM	$39.5M	10.0%Prev: 8.6%	136,410 SH	Increased-2,655 SH
APPLIED MATERIAL	COM	$15.9M	4.0%Prev: 0.2%	22,000 SH	Increased+17,950 SH
APTARGROUP	COM	$7.1M	1.8%Prev: 3.0%	56,968 SH	Decreased-6,131 SH
ASML HOLDING NV	COM	$451K	0.1%	230 SH	New
AUSTRALIAN RARE EARTHS LTD	COM	$196K	0.0%	2,700,000 SH	New
AUTOMATIC DATA PROCESSING	COM	$11.2M	2.8%Prev: 4.8%	50,181 SH	Decreased-1,538 SH
BANK NEW YORK MELLON	COM	$289K	0.1%	2,000 SH	New
BANK OF AMERICA	COM	$1.7M	0.4%Prev: 0.4%	30,265 SH	Increased-50 SH
BERKSHIRE HATHAWAY CL B	COM	$1.8M	0.5%Prev: 0.6%	3,666 SH	Decreased-250 SH
BOEING	COM	$1.2M	0.3%Prev: 0.4%	5,600 SH	Decreased-225 SH
BRISTOL-MYERS SQUIBB	COM	$236K	0.1%Prev: 0.1%	4,100 SH	Increased-650 SH
BROADCOM INC	COM	$5.1M	1.3%	13,438 SH	New
BROADRIDGE FINANCIAL SOLUTIONS	COM	$404K	0.1%Prev: 0.2%	2,950 SH	Decreased
CANADIAN NATL RAILWAY	COM	$4.7M	1.2%Prev: 1.8%	39,510 SH	Decreased-16,949 SH
CANADIAN PACIFIC KANSAS CITY L	COM	$535K	0.1%	6,180 SH	New
CARRIER GLOBAL	COM	$417K	0.1%Prev: 2.0%	5,680 SH	Decreased-86,117 SH
CHARLES SCHWAB	COM	$3.6M	0.9%Prev: 0.3%	38,865 SH	Increased+27,840 SH
CHEVRON	COM	$5.7M	1.4%Prev: 1.5%	34,120 SH	Increased+223 SH
CISCO SYS INC	COM	$397K	0.1%	3,380 SH	New
COCA COLA	COM	$699K	0.2%Prev: 0.2%	8,600 SH	Increased+300 SH
COSTCO WHOLESALE	COM	$432K	0.1%Prev: 0.2%	462 SH	Decreased-85 SH
DANAHER CORP	COM	$6.7M	1.7%Prev: 2.2%	35,014 SH	Decreased-1,457 SH
DEERE & CO	COM	$16K	0.0%Prev: 0.1%	25 SH	Decreased-660 SH
DEERE & CO	COM	$2.3M	0.6%Prev: 0.6%	3,600 SH	Increased
DEERE &amp; CO	COM	$1.8M	0.5%Prev: 0.3%	2,820 SH	Increased+645 SH
DEERE &amp;amp; CO	COM	$29K	0.0%Prev: 0.0%	45 SH	Increased-10 SH
DEERE &amp;amp;amp; CO	COM	$32K	0.0%Prev: 0.0%	50 SH	Increased
DOMINION RES INC	COM	$557K	0.1%Prev: 0.1%	8,157 SH	Increased
ELI LILLY & CO	COM	$1.5M	0.4%Prev: 0.1%	1,275 SH	Increased+725 SH
ELI LILLY & CO	COM	$751K	0.2%Prev: 0.1%	626 SH	Increased+391 SH
ELI LILLY &amp; CO	COM	$4.1M	1.0%Prev: 0.3%	3,443 SH	Increased+2,079 SH
ELI LILLY &amp;amp; CO	COM	$2.4M	0.6%Prev: 0.2%	1,993 SH	Increased+1,159 SH
ELI LILLY &amp;amp;amp; CO	COM	$354K	0.1%Prev: 0.0%	295 SH	Increased+190 SH
ELI LILLY &amp;amp;amp;amp; CO	COM	$10K	0.0%Prev: 0.0%	8 SH	Increased+6 SH
ELI LILLY &amp;amp;amp;amp;amp; CO	COM	$90K	0.0%Prev: 0.0%	75 SH	Increased+35 SH
EMERSON ELECTRIC	COM	$218K	0.1%Prev: 0.1%	1,525 SH	Decreased-325 SH
EXXON MOBIL	COM	$2.8M	0.7%Prev: 0.7%	20,547 SH	Increased-835 SH
FISERV	COM	$651K	0.2%Prev: 3.7%	13,266 SH	Decreased-57,888 SH
GABELLI UTILITES FUND CLASS A	Equity Mutual Fu	$702K	0.2%Prev: 0.2%	138,714 SH	Decreased
GE VERNOVA INC COM	COM	$647K	0.2%Prev: 0.1%	551 SH	Increased
GENERAL ELECTRIC	COM	$491K	0.1%Prev: 0.1%	1,315 SH	Increased
GOLDMAN SACHS GROUP	COM	$804K	0.2%Prev: 0.2%	795 SH	Increased-125 SH
HOME DEPOT	COM	$10.0M	2.5%Prev: 3.0%	28,217 SH	Decreased+627 SH
INTEL	COM	$2.7M	0.7%Prev: 0.1%	19,485 SH	Increased-1,565 SH
INVESCO S & P 500 EQUAL WEIGHT	COM	$340K	0.1%	1,600 SH	New
ISHARES S&P 500	COM	$449K	0.1%Prev: 0.1%	600 SH	Increased-100 SH
JOHNSON AND JOHNSON	COM	$16.9M	4.3%Prev: 3.1%	66,643 SH	Increased-1,537 SH
JPMORGAN CHASE	COM	$3.2M	0.8%Prev: 0.9%	9,803 SH	Increased-450 SH
MASTERCARD	COM	$13.1M	3.3%Prev: 4.3%	25,433 SH	Decreased-159 SH
MERCK	COM	$1.2M	0.3%Prev: 0.2%	9,608 SH	Increased+829 SH
META PLATFORMS INC	COM	$322K	0.1%	571 SH	New
MICROSOFT	COM	$13.4M	3.4%Prev: 5.2%	36,020 SH	Decreased+1,486 SH
NEXTERA ENERGY	COM	$2.1M	0.5%Prev: 0.1%	24,400 SH	Increased+20,775 SH
NVIDIA CORP	COM	$17.1M	4.3%Prev: 4.5%	85,225 SH	Increased-8,845 SH
PEPSICO	COM	$1.2M	0.3%Prev: 0.5%	8,833 SH	Decreased-4,795 SH
PROCTER & GAMBLE	COM	$1.8M	0.5%Prev: 0.5%	12,230 SH	Decreased+785 SH
PROCTER & GAMBLE	COM	$703K	0.2%Prev: 0.2%	4,796 SH	Decreased-150 SH
PROCTER &amp; GAMBLE	COM	$3.5M	0.9%Prev: 1.1%	23,786 SH	Decreased+100 SH
PROCTER &amp;amp; GAMBLE	COM	$2.6M	0.7%Prev: 0.8%	17,540 SH	Decreased+1,221 SH
PROCTER &amp;amp;amp; GAMBLE	COM	$380K	0.1%Prev: 0.1%	2,590 SH	Decreased+175 SH
PROCTER &amp;amp;amp;amp; GAMBLE	COM	$10K	0.0%Prev: 0.0%	65 SH	Decreased
PROCTER &amp;amp;amp;amp;amp; GAMBLE	COM	$73K	0.0%Prev: 0.0%	500 SH	Decreased
ROCKWELL AUTOMATION	COM	$11.7M	3.0%Prev: 2.5%	23,597 SH	Increased-1,599 SH
ROUNDHILL MEMORY ETF	COM	$919K	0.2%	12,450 SH	New
RTX CORPORATION	COM	$12.4M	3.1%Prev: 3.4%	65,321 SH	Increased-12,653 SH
SCHNEIDER ELEC SA ADR	COM	$9.3M	2.4%Prev: 2.2%	142,926 SH	Increased+3,137 SH
SPDR S&P 500 ETF	COM	$597K	0.2%Prev: 0.2%	800 SH	Decreased-400 SH
SPDR S&P 500 ETF	COM	$205K	0.1%Prev: 0.1%	275 SH	Increased-50 SH
STATE STREET	COM	$428K	0.1%Prev: 0.1%	2,525 SH	Increased-300 SH
STRYKER CORP	COM	$586K	0.1%Prev: 0.2%	1,861 SH	Decreased
TJX COS	COM	$10.7M	2.7%Prev: 2.7%	70,440 SH	Increased-2,347 SH
UBER TECHNOLOGIES INC	COM	$3.8M	1.0%Prev: 0.6%	53,095 SH	Increased+31,725 SH
UNION PACIFIC	COM	$1.1M	0.3%Prev: 0.3%	3,920 SH	Increased-184 SH
UNITEDHEALTH GROUP	COM	$281K	0.1%Prev: 1.4%	675 SH	Decreased-14,294 SH
VANGUARD 500 INDEX FD ADMIRAL	Equity Mutual Fu	$259K	0.1%Prev: 0.1%	375 SH	Increased-25 SH
VERIZON COMMUNICATIONS	COM	$326K	0.1%Prev: 0.1%	7,700 SH	Increased+736 SH
VERTEX PHARMACEUTICALS	COM	$7.3M	1.8%Prev: 1.6%	14,603 SH	Increased+2,473 SH
VISA	COM	$374K	0.1%Prev: 0.1%	1,090 SH	Decreased-3 SH
WAL-MART STORES	COM	$1.3M	0.3%Prev: 0.4%	11,440 SH	Increased-1,575 SH
WASTE CONNECTIONS INC NEW	COM	$2.4M	0.6%	14,525 SH	New
XYLEM INC	COM	$5.8M	1.5%Prev: 1.9%	49,145 SH	Decreased+230 SH

Sold (vs prior filing)

BALL CORP — $282K
CHUBB LIMITED — $258K
FIDELITY NATL INFO SVCS — $220K
MCCORMICK & CO — $847K
MCCORMICK & CO — $398K
MCCORMICK &amp; CO — $1.7M
MCCORMICK &amp;amp; CO — $924K
MCCORMICK &amp;amp;amp; CO — $157K
MCCORMICK &amp;amp;amp;amp; CO — $5K
MCCORMICK &amp;amp;amp;amp;amp; CO — $38K
NESTLE SA ADR — $1.3M
NOVO NORDISK A S ADR — $2.0M
NOVOZYMES A S DKK 2.0 — $288K
PAYCHEX — $297K
RESMED INC — $245K
SALESFORCE.COM — $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