Kidder Stephen W Diversified Active

CIK: 0001314377 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 22, 2015

Total Value ($000): $231,153 (100.0% shares, 0.0% debt)

Holdings (95)

JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $10,910 Shares 108,439 Est. Cost $72.86 Unrealized +3.1%
CVS CVS HEALTH 4.2%
Value ($000) $9,767 Shares 94,623 Est. Cost $50.37 Unrealized +47.5%
3M 3.4%
Value ($000) $7,946 Shares 48,170 Est. Cost $102.53 Unrealized
PG PROCTER & GAMBLE 3.4%
Value ($000) $7,849 Shares 95,794 Est. Cost $63.94 Unrealized -0.5%
ADP AUTOMATIC DATA PROCESSING 3.2%
Value ($000) $7,368 Shares 86,025 Est. Cost $56.41 Unrealized +20.3%
NVS NOVARTIS AG ADR 3.1%
Value ($000) $7,160 Shares 72,607 Est. Cost $69.02 Unrealized
EXXON MOBIL 3.1%
Value ($000) $7,086 Shares 83,375 Est. Cost $90.32 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $6,703 Shares 53,868 Est. Cost $28.29 Unrealized -5.1%
NSRGY NESTLE SA ADR 2.8%
Value ($000) $6,585 Shares 87,545 Est. Cost $67.24 Unrealized
EMR EMERSON ELECTRIC 2.8%
Value ($000) $6,380 Shares 112,675 Est. Cost $50.84 Unrealized -14.6%
CNI CANADIAN NATL RAILWAY 2.7%
Value ($000) $6,287 Shares 94,040 Est. Cost $67.14 Unrealized -16.9%
FISV FISERV 2.4%
Value ($000) $5,580 Shares 70,259 Est. Cost $28.65 Unrealized +33.1%
INTC INTEL CORP 2.4%
Value ($000) $5,562 Shares 177,879 Est. Cost $22.26 Unrealized +16.8%
HD HOME DEPOT 2.4%
Value ($000) $5,504 Shares 48,450 Est. Cost $62.17 Unrealized +37.3%
ATR APTARGROUP 2.3%
Value ($000) $5,328 Shares 83,860 Est. Cost $48.99 Unrealized +12.9%
QCOM QUALCOMM 2.2%
Value ($000) $5,141 Shares 74,134 Est. Cost $52.66 Unrealized -1.9%
CVX CHEVRON 2.2%
Value ($000) $5,102 Shares 48,604 Est. Cost $94.40 Unrealized -29.1%
UNITED TECHNOLOGIES 2.2%
Value ($000) $5,086 Shares 43,399 Est. Cost $94.68 Unrealized
NOVOZYMES A S DKK 2.0 2.2%
Value ($000) $4,979 Shares 108,815 Est. Cost $31.24 Unrealized
PEP PEPSICO 2.0%
Value ($000) $4,682 Shares 48,973 Est. Cost $67.51 Unrealized +3.2%
MASTERCARD 2.0%
Value ($000) $4,650 Shares 53,830 Est. Cost $103.05 Unrealized
E M C CORP MASS 1.9%
Value ($000) $4,506 Shares 176,285 Est. Cost $26.07 Unrealized
SLB SCHLUMBERGER 1.9%
Value ($000) $4,283 Shares 51,339 Est. Cost $69.50 Unrealized -11.7%
ORACLE 1.8%
Value ($000) $4,221 Shares 97,800 Est. Cost $33.78 Unrealized
ROK ROCKWELL AUTOMATION 1.7%
Value ($000) $3,903 Shares 33,649 Est. Cost $83.25 Unrealized +9.0%
ABT ABBOTT LABS 1.7%
Value ($000) $3,888 Shares 83,905 Est. Cost $36.29 Unrealized +3.1%
JOHNSON CONTROLS 1.5%
Value ($000) $3,536 Shares 70,095 Est. Cost $40.20 Unrealized
HP HELMERICH & PAYNE 1.5%
Value ($000) $3,443 Shares 50,595 Est. Cost $75.74 Unrealized -13.6%
CISCO SYS INC 1.4%
Value ($000) $3,259 Shares 118,400 Est. Cost $21.98 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.3%
Value ($000) $3,048 Shares 88,648 Est. Cost $41.42 Unrealized
DE DEERE & CO 1.3%
Value ($000) $3,029 Shares 34,545 Est. Cost $85.62 Unrealized -14.7%
GENERAL ELECTRIC 1.2%
Value ($000) $2,861 Shares 115,332 Est. Cost $23.26 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,812 Shares 69,173 Est. Cost $30.13 Unrealized +23.6%
GAUAX GABELLI UTILITES FUND CLASS A 1.2%
Value ($000) $2,790 Shares 278,714 Est. Cost $5.48 Unrealized
XILINX 1.2%
Value ($000) $2,785 Shares 65,843 Est. Cost $42.78 Unrealized
TARGET CORP 1.1%
Value ($000) $2,441 Shares 29,742 Est. Cost $63.22 Unrealized
NXPI NXP SEMICONDUCTORS 1.0%
Value ($000) $2,332 Shares 23,244 Est. Cost $27.22 Unrealized +187.6%
PBA PEMBINA PIPELINE CO 1.0%
Value ($000) $2,249 Shares 71,055 Est. Cost $27.63 Unrealized -34.5%
PRGO PERRIGO CO 0.9%
Value ($000) $2,101 Shares 12,685 Est. Cost $145.27 Unrealized +9.8%
POR PORTLAND GENL 0.8%
Value ($000) $1,734 Shares 46,740 Est. Cost $27.21 Unrealized -6.9%
GOOGLE INC CL A 0.7%
Value ($000) $1,665 Shares 3,001 Est. Cost $554.82 Unrealized
MONSANTO 0.7%
Value ($000) $1,582 Shares 14,050 Est. Cost $99.54 Unrealized
WMT WAL-MART STORES 0.7%
Value ($000) $1,547 Shares 18,808 Est. Cost $20.31 Unrealized +13.4%
IPGP IPG PHOTONICS 0.7%
Value ($000) $1,543 Shares 16,637 Est. Cost $68.62 Unrealized +25.8%
SPY S P D R TRUST SER 1 0.7%
Value ($000) $1,540 Shares 7,460 Est. Cost $198.16 Unrealized
MDT MEDTRONIC 0.7%
Value ($000) $1,537 Shares 19,705 Est. Cost $53.53 Unrealized +8.5%
ABBV ABBVIE 0.6%
Value ($000) $1,485 Shares 25,365 Est. Cost $33.45 Unrealized +16.1%
KO COCA COLA 0.5%
Value ($000) $1,260 Shares 31,069 Est. Cost $30.92 Unrealized -4.2%
STT STATE STREET 0.5%
Value ($000) $1,161 Shares 15,789 Est. Cost $49.53 Unrealized +11.4%
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $1,138 Shares 13,446 Est. Cost $76.24 Unrealized
IVV ISHARES S&P 500 0.5%
Value ($000) $1,087 Shares 5,232 Est. Cost $198.20 Unrealized
ILMN ILLUMINA 0.4%
Value ($000) $1,030 Shares 5,543 Est. Cost $157.94 Unrealized +19.2%
ALNY ALNYLAM PHARMA 0.4%
Value ($000) $948 Shares 9,075 Est. Cost $18.26 Unrealized +454.9%
XYLEM INC 0.4%
Value ($000) $919 Shares 26,220 Est. Cost $36.30 Unrealized
SYY SYSCO 0.4%
Value ($000) $908 Shares 24,050 Est. Cost $27.57 Unrealized +7.2%
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $888 Shares 6,150 Est. Cost $133.21 Unrealized +10.5%
NATIONAL GRID PLC 0.3%
Value ($000) $769 Shares 11,900 Est. Cost $57.66 Unrealized
GIS GENERAL MILLS 0.3%
Value ($000) $752 Shares 13,300 Est. Cost $35.46 Unrealized +3.3%
CHUBB CORP 0.3%
Value ($000) $738 Shares 7,300 Est. Cost $91.15 Unrealized
MERCK 0.3%
Value ($000) $734 Shares 12,785 Est. Cost $51.98 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $644 Shares 10,000 Est. Cost $34.21 Unrealized +27.0%
CDK GLOBAL 0.3%
Value ($000) $635 Shares 13,575 Est. Cost $40.75 Unrealized
UNP UNION PACIFIC 0.2%
Value ($000) $566 Shares 5,229 Est. Cost $96.97 Unrealized -5.3%
GLAXOSMITHKLINE PLC ADR 0.2%
Value ($000) $543 Shares 11,746 Est. Cost $50.30 Unrealized
DU PONT 0.2%
Value ($000) $519 Shares 7,269 Est. Cost $65.84 Unrealized
SNA SNAP ON 0.2%
Value ($000) $515 Shares 3,500 Est. Cost $94.94 Unrealized +15.3%
FIDELITY NATL INFO SVCS 0.2%
Value ($000) $486 Shares 7,137 Est. Cost $56.33 Unrealized
BA BOEING 0.2%
Value ($000) $473 Shares 3,150 Est. Cost $109.27 Unrealized +17.0%
SYK STRYKER CORP 0.2%
Value ($000) $461 Shares 5,000 Est. Cost $71.93 Unrealized +14.0%
APD AIR PRODUCTS & CHEM 0.2%
Value ($000) $454 Shares 3,000 Est. Cost $92.44 Unrealized +14.5%
WFC WELLS FARGO 0.2%
Value ($000) $450 Shares 8,277 Est. Cost $37.50 Unrealized +6.3%
USB US BANCORP 0.2%
Value ($000) $430 Shares 9,837 Est. Cost $28.42 Unrealized +4.8%
AKAM AKAMAI TECHNOLOGIES 0.2%
Value ($000) $419 Shares 5,900 Est. Cost $60.11 Unrealized +10.0%
PFE PFIZER 0.2%
Value ($000) $390 Shares 11,211 Est. Cost $17.45 Unrealized +15.2%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $387 Shares 3,760 Est. Cost $82.62 Unrealized +1.9%
ADI ANALOG DEVICES 0.2%
Value ($000) $365 Shares 5,800 Est. Cost $40.45 Unrealized +12.3%
DOMINION RES INC 0.2%
Value ($000) $363 Shares 5,135 Est. Cost $57.11 Unrealized
ISIS PHARMACEUTICAL 0.2%
Value ($000) $356 Shares 5,580 Est. Cost $62.19 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $350 Shares 2,186 Est. Cost $94.52 Unrealized +21.7%
SJM SMUCKER J M 0.1%
Value ($000) $345 Shares 2,980 Est. Cost $73.73 Unrealized +7.7%
HSY HERSHEY COMPANY 0.1%
Value ($000) $329 Shares 3,260 Est. Cost $70.78 Unrealized +13.7%
DIS DISNEY 0.1%
Value ($000) $325 Shares 3,100 Est. Cost $71.55 Unrealized +28.4%
KMB KIMBERLY CLARK 0.1%
Value ($000) $316 Shares 2,950 Est. Cost $70.85 Unrealized +7.7%
BP BP PLC SPON ADR 0.1%
Value ($000) $314 Shares 8,034 Est. Cost $44.00 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $304 Shares 6,388 Est. Cost $40.02 Unrealized -10.2%
ABBNY ABB LTD SPON ADR 0.1%
Value ($000) $299 Shares 14,115 Est. Cost $20.79 Unrealized
GILD GILEAD SCIENCES 0.1%
Value ($000) $285 Shares 2,900 Est. Cost $68.03 Unrealized +3.7%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $281 Shares 4,050 Est. Cost $51.45 Unrealized +4.3%
PNC PNC FINCL SERVICES 0.1%
Value ($000) $280 Shares 3,000 Est. Cost $59.84 Unrealized +7.4%
UNFI UNITED NATURAL FOODS 0.1%
Value ($000) $264 Shares 3,425 Est. Cost $63.03 Unrealized +24.3%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $256 Shares 4,800 Est. Cost $70.32 Unrealized
ROYAL DUTCH SHELL PLC SPONS 0.1%
Value ($000) $221 Shares 3,700 Est. Cost $75.95 Unrealized
ANADARKO PETE 0.1%
Value ($000) $217 Shares 2,610 Est. Cost $106.84 Unrealized
GOOGLE INC 0.1%
Value ($000) $204 Shares 373 Est. Cost $546.92 Unrealized
FOCUS ENHANCEMENTS 0.0%
Value ($000) $0 Shares 11,500 Est. Cost Unrealized