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Alicia L Fazzone

Kidder Stephen W

Assets Managed
$340.134M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 27d ago
Growth Rate
-4.09%(2Q avg: -1.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kidder Stephen W's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Kidder Stephen W over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 340.134M in assets, with a quarterly growth rate of -4.09% and a 2-quarter average growth rate of -1.21%. The portfolio is managed by Alicia L Fazzone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.41%
10.26%
$34.888M
137,468 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.48%
6.56%
$22.283M
77,489 shares@ $287.56 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.83%
4.79%
$16.27M
66,561 shares@ $244.44 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.34%
4.41%
$14.974M
85,862 shares@ $174.41 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -6.28%
4.23%
$14.384M
45,214 shares@ $318.14 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.72%
3.91%
$13.291M
63,816 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.64%
3.81%
$12.958M
35,005 shares@ $370.18 avg price
RTX
Rtx Corp
Recent Activity
Decreased -7.13%
3.72%
$12.627M
65,461 shares@ $192.9 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -0.22%
3.7%
$12.567M
25,152 shares@ $499.66 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -2.74%
3.31%
$11.229M
70,310 shares@ $159.7 avg price

1-10 of 76