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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 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GENERAL ELECTRIC Industrials 1,315.0 $373K 0.11% $283.77 +25.1%
62 CANADIAN PACIFIC KANSAS CITY L 4,310.0 $339K 0.10% NEW $78.66
63 V VISA Financial Services 1,090.0 $329K 0.10% +35.0 +3.3% $302.24 +8.3%
64 STT STATE STREET Financial Services 2,525.0 $320K 0.09% -300.0 -10.6% $126.56 +37.3%
65 APD AIR PRODUCTS & CHEM Basic Materials 1,100.0 $320K 0.09% $290.49 -2.5%
66 META META PLATFORMS INC Communication Services 471.0 $269K 0.08% +60.0 +14.6% $572.13 -1.4%
67 CSCO CISCO SYS INC Technology 3,380.0 $262K 0.08% -250.0 -6.9% $77.59 +56.6%
68 AUSTRALIAN RARE EARTHS LTD 2,700,000.0 $261K 0.08% NEW $0.10
69 BMY BRISTOL-MYERS SQUIBB Healthcare 4,100.0 $249K 0.07% $60.65 -9.8%
70 BK BANK NEW YORK MELLON Financial Services 2,000.0 $237K 0.07% $118.63 +21.1%
71 VANGUARD 500 INDEX FD ADMIRAL 375.0 $226K 0.07% $602.39
72 GILD GILEAD SCIENCES Healthcare 1,548.0 $216K 0.06% NEW $139.37 -10.4%
73 NESTLE SA ADR 2,170.0 $215K 0.06% -2K -48.5% $99.10
74 LMT LOCKHEED MARTIN CORP Industrials 350.0 $212K 0.06% NEW $604.39 -18.3%
75 AMGN AMGEN INC Healthcare 595.0 $209K 0.06% NEW $351.85 -2.0%
76 GRAPHITE ONE INC COM 225,000.0 $199K 0.06% $0.88
Page 4 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%