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Portfolio (Quarterly) Guide ↗

Kidder Stephen W

· CIK 0001314377
13F Portfolio $355M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New
Page 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA BOEING Industrials 5,600.0 $1.2M 0.34% NEW $217.12 +1.7%
42 MRK MERCK Healthcare 10,008.0 $1.1M 0.30% NEW $105.26 +9.7%
43 GOOG ALPHABET INC CL C Communication Services 3,133.0 $983K 0.28% NEW $313.81 +11.1%
44 MMM 3M Industrials 5,862.0 $939K 0.27% NEW $160.10 +1.9%
45 UNP UNION PACIFIC Industrials 3,920.0 $907K 0.26% NEW $231.32 +12.4%
46 INTC INTEL Technology 21,435.0 $791K 0.22% NEW $36.90 +282.0%
47 SPY SPDR S&P 500 ETF Financial Services 1,125.0 $767K 0.22% NEW $681.92 +9.1%
48 GS GOLDMAN SACHS GROUP Financial Services 820.0 $721K 0.20% NEW $879.00 +25.9%
49 GABELLI UTILITES FUND CLASS A 138,714.0 $699K 0.20% NEW $5.04
50 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 2,950.0 $658K 0.19% NEW $223.17 -39.0%
51 SYK STRYKER CORP Healthcare 1,861.0 $654K 0.18% NEW $351.47 -13.3%
52 KO COCA COLA Consumer Defensive 8,800.0 $615K 0.17% NEW $69.91 +13.8%
53 D DOMINION RES INC Utilities 8,157.0 $478K 0.14% NEW $58.59 +16.1%
54 IVV ISHARES S&P 500 650.0 $445K 0.13% NEW $684.94 +9.2%
55 COST COSTCO WHOLESALE Consumer Defensive 487.0 $420K 0.12% NEW $862.34 +10.3%
56 NESTLE SA ADR 4,215.0 $416K 0.12% NEW $98.78
57 GE GENERAL ELECTRIC Industrials 1,315.0 $405K 0.11% NEW $308.03 +15.3%
58 V VISA Financial Services 1,055.0 $370K 0.10% NEW $350.71 -6.7%
59 STT STATE STREET Financial Services 2,825.0 $364K 0.10% NEW $129.01 +34.6%
60 GEV GE VERNOVA INC COM Utilities 551.0 $360K 0.10% NEW $653.57 +72.5%
Page 3 of 4  ·  73 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 32.7%
Healthcare 18.4%
Industrials 15.9%
Consumer Cyclical 10.2%
Financial Services 8.4%
Communication Services 7.9%
Consumer Defensive 3.7%
Energy 2.3%
Utilities 0.3%
Basic Materials 0.1%