Kidder Stephen W Diversified Active

CIK: 0001314377 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 10, 2015

Total Value ($000): $221,519 (100.0% shares, 0.0% debt)

Holdings (90)

JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $10,343 Shares 106,134 Est. Cost $72.86 Unrealized +2.2%
CVS CVS HEALTH 4.3%
Value ($000) $9,523 Shares 90,815 Est. Cost $50.37 Unrealized +49.4%
3M 3.3%
Value ($000) $7,345 Shares 47,603 Est. Cost $102.53 Unrealized
PG PROCTER & GAMBLE 3.3%
Value ($000) $7,250 Shares 92,657 Est. Cost $63.94 Unrealized -6.2%
NVS NOVARTIS AG ADR 3.2%
Value ($000) $7,114 Shares 72,342 Est. Cost $69.02 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.1%
Value ($000) $6,767 Shares 84,350 Est. Cost $56.41 Unrealized +19.8%
AAPL APPLE INC 3.0%
Value ($000) $6,697 Shares 53,383 Est. Cost $28.29 Unrealized +0.9%
EXXON MOBIL 3.0%
Value ($000) $6,663 Shares 80,080 Est. Cost $90.32 Unrealized
NSRGY NESTLE SA ADR 2.8%
Value ($000) $6,295 Shares 87,239 Est. Cost $67.24 Unrealized
EMR EMERSON ELECTRIC 2.8%
Value ($000) $6,138 Shares 110,720 Est. Cost $50.84 Unrealized -13.0%
FISV FISERV 2.6%
Value ($000) $5,689 Shares 68,674 Est. Cost $28.65 Unrealized +40.3%
CNI CANADIAN NATL RAILWAY 2.5%
Value ($000) $5,552 Shares 96,132 Est. Cost $66.80 Unrealized -22.8%
ATR APTARGROUP 2.4%
Value ($000) $5,356 Shares 83,975 Est. Cost $48.99 Unrealized +12.6%
INTC INTEL CORP 2.4%
Value ($000) $5,322 Shares 174,999 Est. Cost $22.26 Unrealized +12.8%
NOVOZYMES A S DKK 2.0 2.3%
Value ($000) $5,202 Shares 109,433 Est. Cost $31.24 Unrealized
MASTERCARD 2.3%
Value ($000) $5,174 Shares 55,333 Est. Cost $102.79 Unrealized
HD HOME DEPOT 2.3%
Value ($000) $5,081 Shares 45,719 Est. Cost $62.17 Unrealized +40.1%
UNITED TECHNOLOGIES 2.3%
Value ($000) $5,037 Shares 45,409 Est. Cost $95.40 Unrealized
CVX CHEVRON 2.1%
Value ($000) $4,641 Shares 48,110 Est. Cost $94.40 Unrealized -29.6%
QCOM QUALCOMM 2.1%
Value ($000) $4,590 Shares 73,314 Est. Cost $52.66 Unrealized -4.5%
E M C CORP MASS 2.1%
Value ($000) $4,547 Shares 172,260 Est. Cost $26.07 Unrealized
SLB SCHLUMBERGER 2.0%
Value ($000) $4,358 Shares 50,560 Est. Cost $69.50 Unrealized -3.9%
ABT ABBOTT LABS 1.9%
Value ($000) $4,302 Shares 87,648 Est. Cost $36.42 Unrealized +8.0%
ROK ROCKWELL AUTOMATION 1.9%
Value ($000) $4,225 Shares 33,902 Est. Cost $83.25 Unrealized +17.5%
PEP PEPSICO 1.9%
Value ($000) $4,205 Shares 45,040 Est. Cost $67.51 Unrealized +2.7%
ORACLE 1.8%
Value ($000) $3,998 Shares 99,200 Est. Cost $33.87 Unrealized
HP HELMERICH & PAYNE 1.6%
Value ($000) $3,655 Shares 51,905 Est. Cost $75.70 Unrealized -2.4%
JOHNSON CONTROLS 1.6%
Value ($000) $3,613 Shares 72,945 Est. Cost $40.57 Unrealized
CISCO SYS INC 1.4%
Value ($000) $3,182 Shares 115,900 Est. Cost $21.98 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.4%
Value ($000) $3,156 Shares 89,983 Est. Cost $41.32 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $3,046 Shares 68,973 Est. Cost $30.13 Unrealized +30.4%
GENERAL ELECTRIC 1.3%
Value ($000) $2,975 Shares 111,957 Est. Cost $23.26 Unrealized
DE DEERE & CO 1.3%
Value ($000) $2,914 Shares 30,030 Est. Cost $85.62 Unrealized -12.0%
XILINX 1.3%
Value ($000) $2,888 Shares 65,393 Est. Cost $42.78 Unrealized
GAUAX GABELLI UTILITES FUND CLASS A 1.2%
Value ($000) $2,656 Shares 278,714 Est. Cost $5.48 Unrealized
GOOGLE INC CL A 1.1%
Value ($000) $2,482 Shares 4,597 Est. Cost $549.64 Unrealized
PRGO PERRIGO CO 1.1%
Value ($000) $2,326 Shares 12,585 Est. Cost $145.27 Unrealized +31.2%
TARGET CORP 1.0%
Value ($000) $2,307 Shares 28,268 Est. Cost $63.22 Unrealized
PBA PEMBINA PIPELINE CO 1.0%
Value ($000) $2,111 Shares 65,325 Est. Cost $27.63 Unrealized -31.0%
NXPI NXP SEMICONDUCTORS 0.9%
Value ($000) $2,079 Shares 21,169 Est. Cost $27.22 Unrealized +234.9%
ABBV ABBVIE 0.7%
Value ($000) $1,590 Shares 23,665 Est. Cost $33.45 Unrealized +26.6%
SPY S P D R TRUST SER 1 0.7%
Value ($000) $1,531 Shares 7,435 Est. Cost $198.16 Unrealized
IPGP IPG PHOTONICS 0.6%
Value ($000) $1,421 Shares 16,687 Est. Cost $68.62 Unrealized +37.0%
WMT WAL-MART STORES 0.6%
Value ($000) $1,307 Shares 18,441 Est. Cost $20.31 Unrealized +2.8%
MONSANTO 0.6%
Value ($000) $1,295 Shares 12,160 Est. Cost $99.54 Unrealized
ILMN ILLUMINA 0.5%
Value ($000) $1,210 Shares 5,543 Est. Cost $157.94 Unrealized +23.7%
STT STATE STREET 0.5%
Value ($000) $1,208 Shares 15,689 Est. Cost $49.53 Unrealized +16.4%
KO COCA COLA 0.5%
Value ($000) $1,087 Shares 27,703 Est. Cost $30.92 Unrealized -6.1%
POR PORTLAND GENL 0.5%
Value ($000) $1,076 Shares 32,440 Est. Cost $27.21 Unrealized -12.8%
IVV ISHARES S&P 500 0.5%
Value ($000) $1,063 Shares 5,132 Est. Cost $198.20 Unrealized
XYLEM INC 0.5%
Value ($000) $1,027 Shares 27,720 Est. Cost $36.34 Unrealized
ALNY ALNYLAM PHARMA 0.4%
Value ($000) $968 Shares 8,075 Est. Cost $18.26 Unrealized +554.4%
WALGREEN BOOTS ALLIANCE INC 0.4%
Value ($000) $895 Shares 10,596 Est. Cost $76.24 Unrealized
MDT MEDTRONIC 0.4%
Value ($000) $884 Shares 11,927 Est. Cost $53.53 Unrealized +9.9%
GIS GENERAL MILLS 0.3%
Value ($000) $741 Shares 13,300 Est. Cost $35.46 Unrealized +9.4%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $735 Shares 5,400 Est. Cost $133.21 Unrealized +7.1%
SYY SYSCO 0.3%
Value ($000) $733 Shares 20,300 Est. Cost $27.57 Unrealized +2.6%
MERCK 0.3%
Value ($000) $727 Shares 12,785 Est. Cost $51.98 Unrealized
NATIONAL GRID PLC 0.3%
Value ($000) $617 Shares 9,550 Est. Cost $57.66 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $565 Shares 8,500 Est. Cost $34.21 Unrealized +34.5%
CHUBB CORP 0.2%
Value ($000) $552 Shares 5,800 Est. Cost $91.15 Unrealized
UNP UNION PACIFIC 0.2%
Value ($000) $481 Shares 5,054 Est. Cost $96.97 Unrealized -15.5%
WFC WELLS FARGO 0.2%
Value ($000) $466 Shares 8,277 Est. Cost $37.50 Unrealized +10.4%
DU PONT 0.2%
Value ($000) $465 Shares 7,269 Est. Cost $65.84 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $459 Shares 4,800 Est. Cost $71.93 Unrealized +16.5%
BA BOEING 0.2%
Value ($000) $437 Shares 3,150 Est. Cost $109.27 Unrealized +17.9%
USB US BANCORP 0.2%
Value ($000) $427 Shares 9,837 Est. Cost $28.42 Unrealized +5.2%
AKAM AKAMAI TECHNOLOGIES 0.2%
Value ($000) $412 Shares 5,900 Est. Cost $60.11 Unrealized +23.5%
PFE PFIZER 0.2%
Value ($000) $376 Shares 11,211 Est. Cost $17.45 Unrealized +19.1%
ADI ANALOG DEVICES 0.2%
Value ($000) $372 Shares 5,800 Est. Cost $40.45 Unrealized +29.2%
APD AIR PRODUCTS & CHEM 0.2%
Value ($000) $356 Shares 2,600 Est. Cost $92.44 Unrealized +13.5%
DIS DISNEY 0.2%
Value ($000) $353 Shares 3,100 Est. Cost $71.55 Unrealized +39.8%
UNILEVER PLC NEW ADR 0.2%
Value ($000) $351 Shares 8,170 Est. Cost $42.96 Unrealized
DOMINION RES INC 0.2%
Value ($000) $340 Shares 5,085 Est. Cost $57.11 Unrealized
ISIS PHARMACEUTICAL 0.1%
Value ($000) $321 Shares 5,580 Est. Cost $62.19 Unrealized
SNA SNAP ON 0.1%
Value ($000) $318 Shares 2,000 Est. Cost $94.94 Unrealized +26.9%
GILD GILEAD SCIENCES 0.1%
Value ($000) $316 Shares 2,700 Est. Cost $68.03 Unrealized +11.7%
KMB KIMBERLY CLARK 0.1%
Value ($000) $312 Shares 2,950 Est. Cost $70.85 Unrealized +7.0%
CDK GLOBAL 0.1%
Value ($000) $310 Shares 5,743 Est. Cost $40.75 Unrealized
BP BP PLC SPON ADR 0.1%
Value ($000) $299 Shares 7,488 Est. Cost $44.00 Unrealized
PNC PNC FINCL SERVICES 0.1%
Value ($000) $287 Shares 3,000 Est. Cost $59.84 Unrealized +13.1%
HSY HERSHEY COMPANY 0.1%
Value ($000) $281 Shares 3,160 Est. Cost $70.78 Unrealized +3.2%
SJM SMUCKER J M 0.1%
Value ($000) $276 Shares 2,545 Est. Cost $73.73 Unrealized +14.3%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $270 Shares 4,135 Est. Cost $51.48 Unrealized +2.9%
NUE NUCOR CORP 0.1%
Value ($000) $264 Shares 5,988 Est. Cost $40.02 Unrealized -7.0%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $263 Shares 4,800 Est. Cost $70.32 Unrealized
FIDELITY NATL INFO SVCS 0.1%
Value ($000) $229 Shares 3,700 Est. Cost $56.33 Unrealized
NSC NORFOLK SOUTHERN 0.1%
Value ($000) $224 Shares 2,560 Est. Cost $82.62 Unrealized -6.3%
UNFI UNITED NATURAL FOODS 0.1%
Value ($000) $218 Shares 3,425 Est. Cost $63.03 Unrealized +7.5%
FOCUS ENHANCEMENTS 0.0%
Value ($000) $0 Shares 11,500 Est. Cost Unrealized