Kidder Stephen W holds a focused book of 75 reported positions worth $395.6M as of Q2 2026 (disclosed Aug 21, 2026, a ~52-day 13F lag). This quarter they opened Roundhill Memory ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Kidder Stephen W's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~52 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kidder Stephen W
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Delaney Dennis R | 45 / 75 | $304.2M |
| Elefante Mark B | 49 / 75 | $224.9M |
| Puzo Michael J | 52 / 75 | $373.8M |
| Swiss Re Ltd | 59 / 75 | $1.1B |
| Notis-McConarty Edward | 47 / 75 | $221.5M |
| Hoffman, Alan N Investment Management | 9 / 75 | $161.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 75 | $1.2B |
| Somerville Kurt F | 54 / 75 | $381.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Kidder Stephen W: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | APPLE COM | $39.5M | 136.4K | 10.0% | ▼−0.8% Reduced · −1K sh | |
| 2 | Advanced Micro Devices COM | $28.4M | 48.8K | 7.2% | ▼−9.9% Reduced · −5K sh | |
| 3 | Alphabet Inc CL A COM | $26.6M | 74.5K | 6.7% | ▼−3.9% Reduced · −3K sh | |
| 4 | Nvidia Corp COM | $17.1M | 85.2K | 4.3% | ▼−0.7% Reduced · −637 sh | |
| 5 | Analog Devices COM | $17.0M | 42.8K | 4.3% | ▼−5.4% Reduced · −2K sh | |
| 6 | Johnson And Johnson COM | $16.9M | 66.6K | 4.3% | ▲+0.1% Added · +82 sh | |
| 7 | Applied Material COM | $15.9M | 22.0K | 4.0% | ▼−1.2% Reduced · −265 sh | |
| 8 | Amazon.com COM | $15.3M | 64.0K | 3.9% | ▲+0.3% Added · +220 sh | |
| 9 | Microsoft COM | $13.4M | 36.0K | 3.4% | ▲+2.9% Added · +1K sh | |
| 10 | Mastercard COM | $13.1M | 25.4K | 3.3% | ▲+1.1% Added · +281 sh | |
| 11 | RTX Corporation COM | $12.4M | 65.3K | 3.1% | ▼−0.2% Reduced · −140 sh | |
| 12 | Rockwell Automation COM | $11.7M | 23.6K | 3.0% | ▲+0.5% Added · +116 sh | |
| 13 | Automatic Data Processing COM | $11.2M | 50.2K | 2.8% | ▲+0.1% Added · +30 sh | |
| 14 | TJX Cos COM | $10.7M | 70.4K | 2.7% | ▲+0.2% Added · +130 sh | |
| 15 | Home Depot COM | $10.0M | 28.2K | 2.5% | ▲+1.1% Added · +319 sh | |
| 16 | Schneider Elec Sa ADR COM | $9.3M | 142.9K | 2.4% | ▲+0.8% Added · +1K sh | |
| 17 | Eli Lilly & Co COM | $9.3M | 7.7K | 2.3% | ▲+16% Added · +1K sh | |
| 18 | Procter & Gamble COM | $9.0M | 61.5K | 2.3% | ▲+0.6% Added · +365 sh | |
| 19 | Abbott Labs COM | $8.2M | 90.0K | 2.1% | ▲+0.3% Added · +247 sh | |
| 20 | Vertex Pharmaceuticals COM | $7.3M | 14.6K | 1.8% | ▲+15% Added · +2K sh | |
| 21 | Aptargroup COM | $7.1M | 57.0K | 1.8% | ▼−6.6% Reduced · −4K sh | |
| 22 | Danaher Corp COM | $6.7M | 35.0K | 1.7% | ▼−2.2% Reduced · −795 sh | |
| 23 | Xylem Inc COM | $5.8M | 49.1K | 1.5% | ▲+0.5% Added · +245 sh | |
| 24 | Chevron COM | $5.7M | 34.1K | 1.4% | ▲+0.5% Added · +185 sh | |
| 25 | American Express COM | $5.3M | 15.7K | 1.3% | ▲+14% Added · +2K sh | |
| 26 | Broadcom Inc COM | $5.1M | 13.4K | 1.3% | ▲+29% Added · +3K sh | |
| 27 | Canadian Natl Railway COM | $4.7M | 39.5K | 1.2% | ▼−4.7% Reduced · −2K sh | |
| 28 | Deere & Co COM | $4.1M | 6.5K | 1.0% | ▼−0.1% Reduced · −10 sh | |
| 29 | Uber Technologies Inc COM | $3.8M | 53.1K | 1.0% | ▼−3.6% Reduced · −2K sh | |
| 30 | Charles Schwab COM | $3.6M | 38.9K | 0.9% | ▲+1.4% Added · +555 sh | |
| 31 | JPMorgan Chase COM | $3.2M | 9.8K | 0.8% | —Held | |
| 32 | Abbvie COM | $3.1M | 12.5K | 0.8% | ▲+0.1% Added · +15 sh | |
| 33 | Exxon Mobil COM | $2.8M | 20.5K | 0.7% | ▼−0.4% Reduced · −75 sh | |
| 34 | INTEL COM | $2.7M | 19.5K | 0.7% | —Held | |
| 35 | Waste Connections Inc New COM | $2.4M | 14.5K | 0.6% | ▲+62% Added · +6K sh | |
| 36 | NextEra Energy COM | $2.1M | 24.4K | 0.5% | ▲+148% Added · +15K sh | |
| 37 | Berkshire Hathaway CL B COM | $1.8M | 3.7K | 0.5% | —Held | |
| 38 | Bank Of America COM | $1.7M | 30.3K | 0.4% | —Held | |
| 39 | Wal-Mart Stores COM | $1.3M | 11.4K | 0.3% | —Held | |
| 40 | MERCK COM | $1.2M | 9.6K | 0.3% | —Held | |
| 41 | Boeing COM | $1.2M | 5.6K | 0.3% | —Held | |
| 42 | Pepsico COM | $1.2M | 8.8K | 0.3% | ▼−4.4% Reduced · −405 sh | |
| 43 | Union Pacific COM | $1.1M | 3.9K | 0.3% | —Held | |
| 44 | Alphabet Inc CL C COM | $945K | 2.7K | 0.2% | ▼−5.3% Reduced · −150 sh | |
| 45 | Roundhill Memory ETF COM | $919K | 12.4K | 0.2% | ▲New New position | |
| 46 | 3M COM | $901K | 5.6K | 0.2% | —Held | |
| 47 | Goldman Sachs Group COM | $804K | 795 | 0.2% | ▼−3.0% Reduced · −25 sh | |
| 48 | SPDR S&P 500 ETF COM | $803K | 1.1K | 0.2% | —Held | |
| 49 | Gabelli Utilites Fund Class A Equity Mutual Fu | $702K | 138.7K | 0.2% | —Held | |
| 50 | Coca Cola COM | $699K | 8.6K | 0.2% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1314377/holdings"
Use Arkolith to show Kidder Stephen W's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 21, 2026 | 52d | 326 | $395.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 41d | 327 | $340.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 320 | $354.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 331 | $348.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 337 | $332.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 312 | $320.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 264 | $332.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 271 | $338.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.