Kidder Stephen W

data from 30/09/2025

Capitalization

$ 348.853 M 4.89 %

Average holding period

28 ans

Performance

$ 320.385 M 445.24 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Kidder Stephen W

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE 10.12% 35.308 M $ 138663 2013/06/30 6.878 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC CL A 6.07% 21.166 M $ 87067 2015/09/30 5.931 M $ 37.94 %
2025/09/30 MSFT MICROSOFT 5.06% 17.652 M $ 34081 2013/06/30 709.328 K $ 4.13 %
2025/09/30 NVDA NVIDIA CORP 4.77% 16.635 M $ 89155 2019/09/30 2.689 M $ 18.10 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING 4.26% 14.857 M $ 50620 2013/06/30 -770.613 K $ -4.83 %
2025/09/30 MA MASTERCARD 4.14% 14.448 M $ 25400 2013/06/30 175.817 K $ 1.22 %
2025/09/30 AMZN AMAZON.COM 3.94% 13.755 M $ 62644 2015/12/31 11.366 K $ 0.08 %
2025/09/30 JNJ JOHNSON AND JOHNSON 3.57% 12.462 M $ 67210 2013/06/30 2.227 M $ 21.39 %
2025/09/30 RTX RTX CORPORATION 3.50% 12.192 M $ 72864 2020/06/30 1.662 M $ 14.59 %
2025/09/30 ABT ABBOTT LABS 3.46% 12.081 M $ 90197 2013/06/30 -188.146 K $ -1.52 %
2025/09/30 ADI ANALOG DEVICES 3.42% 11.933 M $ 48569 2014/09/30 375.567 K $ 3.23 %
2025/09/30 HD HOME DEPOT 3.21% 11.190 M $ 27617 2013/06/30 1.064 M $ 10.51 %
2025/09/30 TJX TJX COS 3.00% 10.478 M $ 72490 2020/06/30 1.532 M $ 17.05 %
2025/09/30 AMD ADVANCED MICRO DEVICES 2.88% 10.051 M $ 62125 2022/03/31 1.312 M $ 14.02 %
2025/09/30 PG PROCTER & GAMBLE 2.64% 9.207 M $ 59922 2013/06/30 -336.661 K $ -3.56 %
2025/09/30 FI FISERV 2.63% 9.157 M $ 71025 2013/06/30 -3.094 M $ -25.22 %
2025/09/30 ATR APTARGROUP 2.40% 8.380 M $ 62693 2013/06/30 -1.437 M $ -14.56 %
2025/09/30 ROK ROCKWELL AUTOMATION 2.36% 8.242 M $ 23581 2013/06/30 437.402 K $ 5.23 %
2025/09/30 SBGSY SCHNEIDER ELEC SA ADR 2.26% 7.887 M $ 140781 2023/09/30 369.042 K $ 4.95 %
2025/09/30 XYL XYLEM INC 2.06% 7.178 M $ 48665 2014/09/30 887.318 K $ 14.02 %
2025/09/30 DHR DANAHER CORP 2.05% 7.143 M $ 36029 2016/03/31 26.259 K $ 0.36 %
2025/09/30 CARR CARRIER GLOBAL 1.56% 5.441 M $ 91142 2023/06/30 -1.238 M $ -18.43 %
2025/09/30 CVX CHEVRON 1.51% 5.281 M $ 34005 2013/06/30 410.153 K $ 8.45 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS 1.38% 4.816 M $ 12298 2024/03/31 -649.682 K $ -12.03 %
2025/09/30 UNH UNITEDHEALTH GROUP 1.38% 4.814 M $ 13941 2020/03/31 498.916 K $ 10.68 %
2025/09/30 CNI CANADIAN NATL RAILWAY 1.32% 4.609 M $ 48880 2013/06/30 -549.910 K $ -9.36 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.92% 3.200 M $ 32665 2025/03/31 99.797 K $ 5.01 %
2025/09/30 JPM JPMORGAN CHASE 0.90% 3.155 M $ 10003 2015/12/31 261.656 K $ 8.80 %
2025/09/30 LLY ELI LILLY & CO 0.89% 3.119 M $ 4088 2025/03/31 -51.738 K $ -2.12 %
2025/09/30 MKC MCCORMICK & CO 0.88% 3.086 M $ 46120 2024/06/30 -482.476 K $ -11.75 %
2025/09/30 DE DEERE & CO 0.86% 2.997 M $ 6555 2013/06/30 -336.324 K $ -10.07 %
2025/09/30 ABBV ABBVIE 0.83% 2.904 M $ 12541 2013/06/30 581.163 K $ 24.74 %
2025/09/30 AMAT APPLIED MATERIAL 0.70% 2.458 M $ 12007 2025/06/30 87.763 K $ 11.84 %
2025/09/30 XOM EXXON MOBIL 0.69% 2.411 M $ 21382 2013/06/30 105.840 K $ 4.59 %
2025/09/30 CRM SALESFORCE.COM 0.65% 2.275 M $ 9598 2024/12/31 -316.784 K $ -13.09 %
2025/09/30 AXP AMERICAN EXPRESS 0.63% 2.198 M $ 6616 2025/06/30 40.528 K $ 4.13 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY CL B 0.55% 1.931 M $ 3841 2014/09/30 66.454 K $ 3.49 %
2025/09/30 SCHW CHARLES SCHWAB 0.51% 1.794 M $ 18795 2025/06/30 46.635 K $ 4.64 %
2025/09/30 BAC BANK OF AMERICA 0.45% 1.561 M $ 30265 2016/03/31 129.445 K $ 9.02 %
2025/09/30 PEP PEPSICO 0.42% 1.457 M $ 10378 2013/06/30 114.475 K $ 6.36 %
2025/09/30 WMT WAL-MART STORES 0.36% 1.264 M $ 12265 2014/09/30 68.719 K $ 5.40 %
2025/09/30 BA BOEING 0.35% 1.209 M $ 5600 2022/12/31 36.697 K $ 3.01 %
2025/09/30 SPY SPDR S&P 500 ETF 0.29% 1.016 M $ 1525 2014/09/30 73.703 K $ 7.82 %
2025/09/30 UNP UNION PACIFIC 0.27% 926.569 K $ 3920 2013/06/30 25.814 K $ 2.73 %
2025/09/30 MMM 3M 0.26% 909.665 K $ 5862 2013/06/30 17.969 K $ 1.93 %
2025/09/30 MRK MERCK 0.25% 860.617 K $ 10254 2013/06/30 41.875 K $ 6.03 %
2025/09/30 GOOG ALPHABET INC CL C 0.23% 793.499 K $ 3258 2015/09/30 228.781 K $ 37.30 %
2025/09/30 GABELLI UTILITES FUND CLASS A 0.21% 731.024 K $ 138714 2013/06/30 20.807 K $ 2.93 %
2025/09/30 INTC INTEL 0.21% 719.647 K $ 21450 2013/06/30 234.707 K $ 49.78 %
2025/09/30 BR BROADRIDGE FINANCIAL SOLUTIONS 0.20% 702.601 K $ 2950 2022/12/31 -14.337 K $ -2.00 %
2025/09/30 SYK STRYKER CORP 0.20% 687.955 K $ 1861 2014/09/30 -48.311 K $ -6.56 %
2025/09/30 GS GOLDMAN SACHS GROUP 0.19% 672.915 K $ 845 2022/12/31 81.512 K $ 12.52 %
2025/09/30 NSRGY NESTLE SA ADR 0.19% 648.814 K $ 7070 2013/06/30 -95.167 K $ -7.60 %
2025/09/30 KO COCA COLA 0.17% 600.196 K $ 9050 2013/06/30 -36.769 K $ -6.26 %
2025/09/30 NVO NOVO NORDISK A S ADR 0.17% 585.142 K $ 10545 2021/09/30 -396.496 K $ -19.60 %
2025/09/30 D DOMINION RES INC 0.14% 498.964 K $ 8157 2022/12/31 37.930 K $ 8.23 %
2025/09/30 COST COSTCO WHOLESALE 0.13% 460.038 K $ 497 2024/06/30 -35.177 K $ -6.50 %
2025/09/30 IVV ISHARES S&P 500 0.12% 435.045 K $ 650 2014/09/30 33.879 K $ 7.80 %
2025/09/30 GE GENERAL ELECTRIC 0.11% 395.578 K $ 1315 2022/12/31 57.110 K $ 16.87 %
2025/09/30 V VISA 0.10% 360.156 K $ 1055 2023/06/30 -14.941 K $ -3.85 %
2025/09/30 VZ VERIZON COMMUNICATIONS 0.10% 350.809 K $ 7982 2022/12/31 4.735 K $ 1.57 %
2025/09/30 GEV GE VERNOVA INC COM 0.10% 338.810 K $ 551 2025/06/30 47.248 K $ 16.21 %
2025/09/30 STT STATE STREET 0.09% 327.728 K $ 2825 2021/03/31 27.317 K $ 9.09 %
2025/09/30 APD AIR PRODUCTS & CHEM 0.09% 299.992 K $ 1100 2014/09/30 -10.273 K $ -3.31 %
2025/09/30 NEE NEXTERA ENERGY 0.08% 273.651 K $ 3625 2024/09/30 22.003 K $ 8.74 %
2025/09/30 CSCO CISCO SYS INC 0.08% 265.470 K $ 3880 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYX PAYCHEX 0.07% 258.590 K $ 2040 2022/03/31 -38.148 K $ -12.86 %
2025/09/30 RMD RESMED INC 0.07% 255.117 K $ 932 2024/12/31 14.912 K $ 6.10 %
2025/09/30 NOVOZYMES A S DKK 2.0 0.07% 233.367 K $ 3825 2013/06/30 -42.503 K $ -14.76 %
2025/09/30 VANGUARD 500 INDEX FD ADMIRAL 0.07% 231.453 K $ 375 2024/06/30 17.852 K $ 7.80 %
2025/09/30 BK BANK NEW YORK MELLON 0.06% 217.920 K $ 2000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EMR EMERSON ELECTRIC 0.06% 209.888 K $ 1600 2025/06/30 -3.977 K $ -1.61 %
2025/09/30 PTC PTC INC 0.06% 203.020 K $ 1000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 BALL BALL CORP 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 FIS FIDELITY NATL INFO SVCS 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 CB CHUBB LIMITED 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %