Portfolio (Quarterly) Guide ↗

Kidder Stephen W

· CIK 0001314377

13F Portfolio $340M AUM 327 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 15 Added 29 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RMD	RESMED INC	Healthcare	932	$224K	0.06%	SOLD
2	—	NOVOZYMES A S DKK 2.0	—	3,325	$213K	0.06%	SOLD
3	EMR	EMERSON ELECTRIC	Industrials	1,600	$212K	0.06%	SOLD
4	MKC	MCCORMICK & CO	Consumer Defensive	2,945	$201K	0.06%	SOLD

Sector Allocation

Technology 33.0%

Healthcare 18.1%

Industrials 15.4%

Consumer Cyclical 10.3%

Financial Services 8.2%

Communication Services 7.2%

Consumer Defensive 3.9%

Energy 3.2%

Utilities 0.6%

Basic Materials 0.1%