Nichols & Pratt Advisers

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

  • Top 5 stock holdings are JNJ, AAPL, PG, PEP, ADP, and represent 30.16% of Nichols & Pratt Advisers's stock portfolio.
  • Added to shares of these 10 stocks: AAPL (+$62M), KMI, MDT, VZ, CVS, CRM, NEE, CAT, UPS, NKE.
  • Started 5 new stock positions in VIG, CRM, UPS, NEE, NKE.
  • Reduced shares in these 10 stocks: XOM, OTIS, CARR, JNJ, MMM, MA, MRK, FAST, INTU, PG.
  • Nichols & Pratt Advisers was a net buyer of stock by $32M.
  • Nichols & Pratt Advisers has $1.2B in assets under management (AUM), dropping by 3.26%.

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Portfolio Holdings for Nichols & Pratt Advisers

Companies in the Nichols & Pratt Advisers portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Johnson & Johnson (JNJ) 7.5 $87M -2% 585k 148.87
Apple (AAPL) 7.2 $84M +280% 724k 115.81
Procter & Gamble Company (PG) 5.7 $66M 475k 139.00
Pepsi (PEP) 4.9 $57M 412k 138.59
Automatic Data Processing (ADP) 4.7 $55M 393k 139.48
Mastercard Incorporated Cl A (MA) 4.5 $52M -2% 154k 338.16
Merck & Co (MRK) 4.2 $48M -2% 582k 82.96
Microsoft Corporation (MSFT) 4.1 $47M 223k 210.34
Alphabet Cap St Cl C (GOOG) 3.2 $37M 25k 1469.49
Coca-Cola Company (KO) 3.0 $34M -2% 695k 49.38
Fiserv (FISV) 2.9 $34M -2% 328k 103.07
Fastenal Company (FAST) 2.5 $29M -3% 644k 45.09
Novartis Sponsored Adr (NVS) 2.5 $29M -2% 330k 86.96
TJX Companies (TJX) 2.0 $23M 420k 55.66

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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $23M 109k 212.90
Kinder Morgan (KMI) 1.9 $22M +8% 1.8M 12.33
Cisco Systems (CSCO) 1.9 $22M 548k 39.40
Amazon (AMZN) 1.8 $21M 6.6k 3149.09
Verizon Communications (VZ) 1.7 $20M +3% 335k 59.49
CVS Caremark Corporation (CVS) 1.7 $19M 332k 58.39
Caterpillar (CAT) 1.6 $19M 124k 149.17
Novo-nordisk A S Adr (NVO) 1.6 $18M 265k 69.42
Accenture Plc Ireland Shs Class A (ACN) 1.5 $17M 75k 226.05
Intel Corporation (INTC) 1.4 $16M -3% 316k 51.78
Expeditors International of Washington (EXPD) 1.4 $16M -2% 180k 90.54
Linde SHS (LIN) 1.4 $16M 69k 238.32
At&t (T) 1.4 $16M -3% 562k 28.51
Intuit (INTU) 1.3 $15M -6% 44k 326.31
Unilever Spons Adr New (UL) 1.2 $13M -5% 218k 61.69
Emerson Electric (EMR) 1.1 $13M -5% 200k 65.59
Medtronic SHS (MDT) 1.1 $13M +7% 124k 103.91
Raytheon Technologies Corp (RTX) 1.1 $13M 223k 57.52
Colgate-Palmolive Company (CL) 1.1 $13M -5% 162k 77.11
Stryker Corporation (SYK) 1.1 $12M 60k 208.44
State Street Corporation (STT) 1.1 $12M -6% 206k 59.32
Southern Company (SO) 1.0 $12M -4% 220k 54.20
Qualcomm (QCOM) 1.0 $12M 98k 117.70
Starbucks Corporation (SBUX) 0.9 $11M -2% 122k 85.95
Ecolab (ECL) 0.8 $8.7M 44k 199.92
3M Company (MMM) 0.7 $7.9M -16% 49k 160.23
Exxon Mobil Corporation (XOM) 0.6 $7.1M -37% 207k 34.30
Air Products & Chemicals (APD) 0.6 $6.5M 22k 298.73
Alcon Ord Shs (ALC) 0.5 $5.4M -2% 95k 56.93
Abbott Laboratories (ABT) 0.4 $4.8M 44k 108.88
Disney Walt Com Disney (DIS) 0.3 $3.6M -18% 29k 124.02
Mccormick & Co Com Non Vtg (MKC) 0.3 $3.3M -11% 17k 194.09
Sherwin-Williams Company (SHW) 0.3 $3.2M 4.6k 697.50
SYSCO Corporation (SYY) 0.2 $2.5M -14% 40k 62.30
JPMorgan Chase & Co. (JPM) 0.2 $2.2M 23k 97.04
Pfizer (PFE) 0.2 $2.1M -3% 58k 36.72
Otis Worldwide Corp (OTIS) 0.1 $1.6M -62% 26k 62.60
S&p Global (SPGI) 0.1 $1.6M -7% 4.4k 360.69
Carrier Global Corporation (CARR) 0.1 $1.6M -62% 51k 30.51
Danaher Corporation (DHR) 0.1 $1.5M 7.1k 215.22
Visa Com Cl A (V) 0.1 $1.4M 7.2k 200.00
Adobe Systems Incorporated (ADBE) 0.1 $1.4M +3% 2.9k 490.20
Lauder Estee Cos Cl A (EL) 0.1 $1.4M -21% 6.5k 218.12
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.2M -9% 8.1k 148.89
General Electric Company (GE) 0.1 $1.2M -10% 191k 6.21
Amgen (AMGN) 0.1 $1.1M 4.5k 254.12
Home Depot (HD) 0.1 $1.1M 3.9k 278.28
International Business Machines (IBM) 0.1 $1.0M 8.6k 121.58
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.0M 16k 63.81
Illinois Tool Works (ITW) 0.1 $957k -10% 5.0k 193.33
McDonald's Corporation (MCD) 0.1 $900k 4.1k 220.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $867k -6% 20k 43.23
Costco Wholesale Corporation (COST) 0.1 $779k 2.2k 353.85
Bhp Group Sponsored Ads (BHP) 0.1 $697k -3% 14k 51.31
Union Pacific Corporation (UNP) 0.1 $682k -38% 3.5k 194.92
Bristol Myers Squibb (BMY) 0.1 $676k 11k 60.32
Walgreen Boots Alliance (WBA) 0.1 $667k 19k 36.00
Alphabet Cap Stk Cl A (GOOGL) 0.1 $656k 437.00 1500.00
General Mills (GIS) 0.1 $619k -26% 10k 61.62
Paypal Holdings (PYPL) 0.0 $532k -32% 2.7k 196.92
Abbvie (ABBV) 0.0 $531k +13% 6.1k 87.78
Edwards Lifesciences (EW) 0.0 $467k 5.9k 79.83
Northern Trust Corporation (NTRS) 0.0 $424k -4% 5.4k 77.78
Jack Henry & Associates (JKHY) 0.0 $416k 2.6k 162.56
Deere & Company (DE) 0.0 $399k 1.8k 221.67
Wells Fargo & Company (WFC) 0.0 $363k -4% 16k 23.48
Lowe's Companies (LOW) 0.0 $331k 2.0k 165.71
Zoetis Cl A (ZTS) 0.0 $322k 1.9k 165.30
Ishares Core Msci Emkt (IEMG) 0.0 $319k 5.9k 54.55
Corning Incorporated (GLW) 0.0 $306k -33% 9.5k 32.37
Baxter International (BAX) 0.0 $302k 3.8k 80.53
salesforce (CRM) 0.0 $291k NEW 1.2k 250.00
Chevron Corporation (CVX) 0.0 $280k -8% 3.9k 71.67
Chubb (CB) 0.0 $270k -30% 2.3k 115.79
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $254k 5.7k 44.44
Nextera Energy (NEE) 0.0 $247k NEW 890.00 277.78
Ishares Tr Core S&p 500 Etf (IVV) 0.0 $247k 735.00 336.05
Ishares Tr Core Msci Eafe (IEFA) 0.0 $243k 4.0k 60.54
United Parcel Service CL B (UPS) 0.0 $233k NEW 1.4k 166.67
Independent Bank (INDB) 0.0 $233k 4.5k 52.36
Nike CL B (NKE) 0.0 $230k NEW 1.8k 125.77
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $221k 650.00 340.00
Schlumberger (SLB) 0.0 $216k -3% 14k 15.38
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $206k NEW 1.6k 128.75

Past Filings by Nichols & Pratt Advisers

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

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