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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 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK Healthcare 9,608.0 $1.2M 0.34% -400.0 -4.0% $120.29 -4.0%
42 BA BOEING Industrials 5,600.0 $1.1M 0.33% $199.03 +11.0%
43 UNP UNION PACIFIC Industrials 3,920.0 $951K 0.28% $242.62 +7.1%
44 NEE NEXTERA ENERGY Utilities 9,825.0 $913K 0.27% +6K +171.0% $92.88 -7.3%
45 INTC INTEL Technology 19,485.0 $860K 0.25% -2K -9.1% $44.13 +219.4%
46 GOOG ALPHABET INC CL C Communication Services 2,825.0 $810K 0.24% -308.0 -9.8% $286.87 +21.6%
47 MMM 3M Industrials 5,562.0 $808K 0.24% -300.0 -5.1% $145.23 +12.4%
48 GABELLI UTILITES FUND CLASS A 138,714.0 $739K 0.22% $5.33
49 SPY SPDR S&P 500 ETF Financial Services 1,075.0 $699K 0.21% -50.0 -4.4% $650.34 +14.4%
50 GS GOLDMAN SACHS GROUP Financial Services 820.0 $694K 0.20% $845.99 +30.8%
51 CARR CARRIER GLOBAL Industrials 12,030.0 $677K 0.20% -16K -57.2% $56.31 +27.6%
52 KO COCA COLA Consumer Defensive 8,600.0 $654K 0.19% -200.0 -2.3% $76.05 +4.6%
53 SYK STRYKER CORP Healthcare 1,861.0 $612K 0.18% $328.59 -7.3%
54 D DOMINION RES INC Utilities 8,157.0 $504K 0.15% $61.82 +10.1%
55 COST COSTCO WHOLESALE Consumer Defensive 487.0 $485K 0.14% $996.43 -4.5%
56 GEV GE VERNOVA INC COM Utilities 551.0 $481K 0.14% $872.90 +29.2%
57 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 2,950.0 $479K 0.14% $162.48 -16.2%
58 RSP INVESCO S & P 500 EQUAL WEIGHT 2,415.0 $463K 0.14% NEW $191.92 +9.2%
59 IVV ISHARES S&P 500 600.0 $392K 0.12% -50.0 -7.7% $653.21 +14.5%
60 VZ VERIZON COMMUNICATIONS Communication Services 7,700.0 $387K 0.11% $50.20 -9.6%
Page 3 of 4  ·  76 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%