Nichols & Pratt Advisers

Latest statistics and disclosures from Nichols & Pratt Advisers's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, GOOG, JNJ, MSFT, MA, and represent 34.97% of Nichols & Pratt Advisers's stock portfolio.
  • Added to shares of these 10 stocks: SNPS (+$8.7M), RTO, APD, TMO, QSR, LIN, AMZN, EFA, IQV, IJR.
  • Started 4 new stock positions in MDY, INDB, APH, EFA.
  • Reduced shares in these 10 stocks: CAT (-$6.3M), GOOG (-$6.1M), JNJ (-$5.6M), BRK.B, AAPL, FI, TJX, ACN, ADP, GPN.
  • Sold out of its positions in CVS, SOLV, VMC.
  • Nichols & Pratt Advisers was a net seller of stock by $-16M.
  • Nichols & Pratt Advisers has $1.6B in assets under management (AUM), dropping by 1.02%.
  • Central Index Key (CIK): 0001141781

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Portfolio Holdings for Nichols & Pratt Advisers

Nichols & Pratt Advisers holds 107 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.1 $146M 535k 271.86
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Alphabet Capstk Cl C (GOOG) 8.9 $143M -4% 455k 313.80
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Johnson & Johnson (JNJ) 6.3 $100M -5% 484k 206.95
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Microsoft Corporation (MSFT) 5.5 $88M 182k 483.62
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Mastercard Cl A (MA) 5.2 $83M 145k 570.88
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Automatic Data Processing (ADP) 4.9 $78M 304k 257.23
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TJX Companies (TJX) 3.8 $60M -2% 394k 153.61
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Procter & Gamble Company (PG) 3.4 $54M 376k 143.31
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Pepsi (PEP) 3.2 $51M 357k 143.52
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Kinder Morgan (KMI) 3.1 $50M 1.8M 27.49
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Merck & Co (MRK) 3.0 $48M 452k 105.26
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Amazon (AMZN) 2.9 $47M 203k 230.82
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Fastenal Company (FAST) 2.9 $46M 1.2M 40.13
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Caterpillar (CAT) 2.2 $35M -15% 60k 572.87
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Intuit (INTU) 2.1 $34M 51k 662.42
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Verizon Communications (VZ) 2.0 $32M 794k 40.73
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Berkshire Hathaway Cl B New (BRK.B) 1.9 $31M -9% 62k 502.65
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Coca-Cola Company (KO) 1.9 $31M 440k 69.91
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Qualcomm (QCOM) 1.9 $30M 175k 171.05
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Rentokil Initial Sponsored Adr (RTO) 1.8 $29M +14% 997k 29.46
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Iqvia Holdings (IQV) 1.7 $28M 124k 225.41
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Linde SHS (LIN) 1.6 $26M +2% 62k 426.39
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Novo Nordisk A/s Adr (NVO) 1.6 $25M -2% 488k 50.88
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Thermo Fisher Scientific (TMO) 1.5 $24M +3% 42k 579.45
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Fiserv (FI) 1.3 $21M -11% 306k 67.17
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Stryker Corporation (SYK) 1.1 $18M 51k 351.47
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Synopsys (SNPS) 1.0 $17M +108% 35k 469.72
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Southern Company (SO) 1.0 $16M 187k 87.20
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Air Products & Chemicals (APD) 1.0 $15M +22% 62k 247.02
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Medtronic SHS (MDT) 0.9 $15M 158k 96.06
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Cisco Systems (CSCO) 0.9 $14M -2% 182k 77.03
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Alcon Ord Shs (ALC) 0.9 $14M 177k 78.81
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Accenture Shs Class A (ACN) 0.8 $14M -9% 50k 268.30
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Exxon Mobil Corporation (XOM) 0.6 $9.1M -2% 75k 120.34
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JPMorgan Chase & Co. (JPM) 0.5 $7.3M 23k 322.22
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Ge Aerospace Com New (GE) 0.4 $7.1M 23k 308.03
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Global Payments (GPN) 0.4 $6.3M -12% 82k 77.40
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State Street Corporation (STT) 0.4 $6.2M 48k 129.01
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NVIDIA Corporation (NVDA) 0.4 $5.9M -10% 32k 186.50
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Abbvie (ABBV) 0.4 $5.6M 25k 228.49
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Costco Wholesale Corporation (COST) 0.3 $5.0M +3% 5.8k 862.34
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Bhp Group Ads (BHP) 0.3 $4.4M 73k 60.37
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Abbott Laboratories (ABT) 0.3 $4.2M 34k 125.29
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Emerson Electric (EMR) 0.3 $4.1M -6% 31k 132.72
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Ecolab (ECL) 0.3 $4.0M 15k 262.52
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Raytheon Technologies Corp (RTX) 0.2 $4.0M 22k 183.40
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Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.2 $3.7M +24% 54k 68.23
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Visa Com Cl A (V) 0.2 $3.1M 8.7k 350.71
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Sherwin-Williams Company (SHW) 0.2 $3.0M 9.3k 324.03
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Mccormick & Co Com Non Vtg (MKC) 0.2 $2.9M -7% 42k 68.11
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Intel Corporation (INTC) 0.2 $2.8M 77k 36.90
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Alphabet Capstk Cl A (GOOGL) 0.2 $2.6M 8.4k 313.00
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Ge Vernova (GEV) 0.2 $2.6M 3.9k 653.57
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Waters Corporation (WAT) 0.2 $2.5M -8% 6.7k 379.83
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3M Company (MMM) 0.2 $2.5M 16k 160.10
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International Business Machines (IBM) 0.2 $2.5M +7% 8.3k 296.21
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Keysight Technologies (KEYS) 0.2 $2.4M +9% 12k 203.19
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Novartis Sponsored Adr (NVS) 0.1 $2.4M 17k 137.87
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Woodside Energy Group Sponsored Adr (WDS) 0.1 $2.3M 146k 15.59
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Expeditors International of Washington (EXPD) 0.1 $1.8M -2% 12k 149.01
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Chubb (CB) 0.1 $1.8M +4% 5.7k 312.12
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Danaher Corporation (DHR) 0.1 $1.6M 7.0k 228.92
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S&p Global (SPGI) 0.1 $1.5M 3.0k 522.59
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Union Pacific Corporation (UNP) 0.1 $1.4M 6.2k 231.32
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M +21% 11k 120.18
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SYSCO Corporation (SYY) 0.1 $1.2M -7% 16k 73.69
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Broadcom (AVGO) 0.1 $1.1M +18% 3.2k 346.11
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Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.1 $1.0M 1.5k 681.93
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Amgen (AMGN) 0.1 $932k -6% 2.8k 327.31
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salesforce (CRM) 0.1 $834k 3.1k 264.91
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $805k 9.0k 89.46
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Shopify Cl A (SHOP) 0.0 $751k 4.7k 160.97
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Morgan Stanley Com New (MS) 0.0 $745k +6% 4.2k 177.53
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Chevron Corporation (CVX) 0.0 $689k +7% 4.5k 152.41
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Lowe's Companies (LOW) 0.0 $687k 2.9k 241.16
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Pfizer (PFE) 0.0 $565k -2% 23k 24.90
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Bristol Myers Squibb (BMY) 0.0 $547k 10k 53.94
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At&t (T) 0.0 $524k -3% 21k 24.84
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Academy Sports & Outdoor (ASO) 0.0 $515k 10k 49.96
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Wells Fargo & Company (WFC) 0.0 $513k -3% 5.5k 93.20
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Adobe Systems Incorporated (ADBE) 0.0 $500k -4% 1.4k 349.99
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Blackrock (BLK) 0.0 $487k +9% 455.00 1070.34
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Alnylam Pharmaceuticals (ALNY) 0.0 $413k 1.0k 397.65
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Colgate-Palmolive Company (CL) 0.0 $400k 5.1k 79.02
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $390k 1.6k 246.16
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Palo Alto Networks (PANW) 0.0 $378k 2.1k 184.20
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Eaton Corp SHS (ETN) 0.0 $375k 1.2k 318.52
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Home Depot (HD) 0.0 $370k +7% 1.1k 344.10
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McDonald's Corporation (MCD) 0.0 $367k -7% 1.2k 305.63
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $345k NEW 3.6k 96.03
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Nextera Energy (NEE) 0.0 $308k +26% 3.8k 80.28
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Cintas Corporation (CTAS) 0.0 $268k 1.4k 188.07
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Servicenow (NOW) 0.0 $265k +424% 1.7k 153.19
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Unum (UNM) 0.0 $253k 3.3k 77.50
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Cummins (CMI) 0.0 $248k 485.00 510.45
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Marsh & McLennan Companies 0.0 $237k 1.3k 185.52
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AFLAC Incorporated (AFL) 0.0 $236k 2.1k 110.27
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Illinois Tool Works (ITW) 0.0 $234k 950.00 246.30
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American Express Company (AXP) 0.0 $231k 625.00 369.95
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Meta Platforms Cl A (META) 0.0 $231k 350.00 660.09
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $224k -13% 327.00 684.94
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Honeywell International (HON) 0.0 $215k 1.1k 195.09
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W.W. Grainger (GWW) 0.0 $213k 211.00 1009.05
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General Mills (GIS) 0.0 $205k 4.4k 46.50
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Amphenol Corp Cl A (APH) 0.0 $203k NEW 1.5k 135.14
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $202k NEW 335.00 603.30
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Independent Bank (INDB) 0.0 $201k NEW 2.8k 73.08
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Past Filings by Nichols & Pratt Advisers

SEC 13F filings are viewable for Nichols & Pratt Advisers going back to 2010

View all past filings