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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
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC CL C Communication Services 2,825.0 $810K 0.24% -308.0 -9.8% $286.87 +18.6%
22 MMM 3M Industrials 5,562.0 $808K 0.24% -300.0 -5.1% $145.23 +12.4%
23 SPY SPDR S&P 500 ETF Financial Services 1,075.0 $699K 0.21% -50.0 -4.4% $650.34 +12.8%
24 CARR CARRIER GLOBAL Industrials 12,030.0 $677K 0.20% -16K -57.2% $56.31 +24.7%
25 KO COCA COLA Consumer Defensive 8,600.0 $654K 0.19% -200.0 -2.3% $76.05 +6.9%
26 IVV ISHARES S&P 500 600.0 $392K 0.12% -50.0 -7.7% $653.21 +12.8%
27 STT STATE STREET Financial Services 2,525.0 $320K 0.09% -300.0 -10.6% $126.56 +37.3%
28 CSCO CISCO SYS INC Technology 3,380.0 $262K 0.08% -250.0 -6.9% $77.59 +56.6%
29 NESTLE SA ADR 2,170.0 $215K 0.06% -2K -48.5% $99.10
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%