Stephen W. Kidder

Q1 2026 13F Holdings Report, Stock Holdings

Holdings as of: 31 Mar 2026
13F market value: $340,134,167
13F holdings: 76
Largest 13F holdings: AAPL GOOGL JNJ NVDA ADI AMZN MSFT RTX MA TJX AMD ADP
+8 more
ABT HD PG ROK SBGSY ATR AMAT CVX
What this filing covers: Period
Q1 2026
Calendar quarter covered by the filing.
13F holdings
76
Parsed equity rows, excluding option-only view rows.
Reported value
$340,134,167
SEC Form 13F market value, not total AUM.
Accepted by SEC
08 May 2026
EDGAR acceptance date.
How to read this filing
Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
Signature and title: Alicia L Fazzone - Advent Software Manager
Location: Boston, MA
Accepted by SEC: 08 May 2026, 17:56:36 UTC
Form type: 13F-HR
Previous filing: Q4 2025 - 17 Feb 2026
SEC filing: View on sec.gov

Key filing fact

Stephen W. Kidder reported $340,134,167 across 76 holdings in Q1 2026.

Key facts

Stephen W. Kidder reported 13f holdings report, stock holdings for Q1 2026.
13F holdings value: $340,134,167.
76 holdings are listed in this filing snapshot.

Change

Previous comparable filing: Q4 2025.
Value moved from $354,651,357 to $340,134,167.

Research use

This filing-level page explains what the portfolio report tells you before the holdings table.
You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Evidence

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing

13F holdings

Security, weight, value, share count, and activity in one filing-backed table.

Holdings

Value

$340,134,167

Period

Q1 2026

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value change	SEC-reported value	SEC-reported price	Shares	Principal

This view compares filing 2026 Q1 with 2025 Q4. Changes are calculated against the previous SEC filing.

Compare Q1 2026 to

SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
^* marks a reported price that did not pass the local price check.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Alicia L Fazzone	Advent Software Manager	Boston, Massachusetts	08 May 2026

Other Included Managers (6):

Num	Name	Location	File Number
1	Brian C. Broderick	Boston, MA	028-11136
5	Michael J. Puzo	Boston, MA	028-06165
6	Kurt F. Somerville	Boston, MA	028-10379
13	Nancy E. Dempze	Boston, MA	028-17236
14	Dennis R. Delaney	Boston, MA	028-17222
16	Mark B. Elefante	Boston, MA	028-17226