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, MA, MSFT, and represent 33.43% of Nichols & Pratt Advisers's stock portfolio.
- Added to shares of these 10 stocks: SNPS, TMO, MSFT, ALC, IQV, LIN, AMZN, ABT, RTX, SYK.
- Started 2 new stock positions in IDXX, AEM.
- Reduced shares in these 10 stocks: GOOG (-$5.1M), JNJ, AAPL, CAT, ACN, TJX, BRK.B, FISV, ADP, KMI.
- Sold out of its positions in AXP, APH, GIS, NOW.
- Nichols & Pratt Advisers was a net seller of stock by $-7.4M.
- Nichols & Pratt Advisers has $1.5B in assets under management (AUM), dropping by -3.48%.
- Central Index Key (CIK): 0001141781
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Portfolio Holdings for Nichols & Pratt Advisers
Nichols & Pratt Advisers holds 105 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $134M | 526k | 253.79 |
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| Alphabet Capstk Cl C (GOOG) | 8.1 | $125M | -3% | 437k | 286.86 |
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| Johnson & Johnson (JNJ) | 7.4 | $115M | -3% | 470k | 244.44 |
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| Mastercard Cl A (MA) | 4.7 | $73M | 146k | 499.66 |
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| Microsoft Corporation (MSFT) | 4.5 | $69M | +2% | 188k | 370.17 |
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| TJX Companies (TJX) | 4.0 | $62M | 387k | 159.70 |
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| Automatic Data Processing (ADP) | 3.9 | $61M | 299k | 203.18 |
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| Kinder Morgan (KMI) | 3.9 | $61M | 1.8M | 33.53 |
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| Pepsi (PEP) | 3.6 | $56M | 359k | 155.29 |
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| Procter & Gamble Company (PG) | 3.5 | $55M | 378k | 144.44 |
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| Merck & Co (MRK) | 3.5 | $54M | 447k | 120.29 |
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| Fastenal Company (FAST) | 3.4 | $53M | 1.1M | 46.40 |
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| Amazon (AMZN) | 2.8 | $43M | +2% | 207k | 208.27 |
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| Caterpillar (CAT) | 2.6 | $41M | -4% | 58k | 708.46 |
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| Verizon Communications (VZ) | 2.6 | $40M | 799k | 50.20 |
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| Coca-Cola Company (KO) | 2.1 | $33M | 434k | 76.05 |
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| Linde SHS (LIN) | 2.1 | $32M | +4% | 64k | 495.76 |
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| Rentokil Initial Sponsored Adr (RTO) | 2.0 | $31M | 998k | 31.48 |
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| Berkshire Hathaway Cl B New (BRK.B) | 1.8 | $28M | -3% | 59k | 479.20 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $23M | +10% | 46k | 491.53 |
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| Iqvia Holdings (IQV) | 1.5 | $23M | +6% | 132k | 170.54 |
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| Qualcomm (QCOM) | 1.4 | $22M | 172k | 128.78 |
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| Intuit (INTU) | 1.4 | $22M | 51k | 432.38 |
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| Air Products & Chemicals (APD) | 1.2 | $19M | +2% | 64k | 290.49 |
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| Southern Company (SO) | 1.2 | $18M | 186k | 96.52 |
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| Novo Nordisk A/s Adr (NVO) | 1.1 | $18M | 480k | 36.75 |
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| Synopsys (SNPS) | 1.1 | $18M | +25% | 45k | 396.48 |
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| Stryker Corporation (SYK) | 1.1 | $18M | +3% | 53k | 328.59 |
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| Fiserv (FISV) | 1.0 | $16M | -6% | 287k | 55.80 |
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| Alcon Ord Shs (ALC) | 1.0 | $15M | +14% | 203k | 75.35 |
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| Medtronic SHS (MDT) | 0.9 | $14M | 156k | 86.65 |
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| Cisco Systems (CSCO) | 0.9 | $14M | -4% | 174k | 77.59 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $13M | 75k | 169.66 |
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| Accenture Shs Class A (ACN) | 0.6 | $8.7M | -12% | 44k | 198.29 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $6.7M | 23k | 294.16 |
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| Ge Aerospace Com New (GE) | 0.4 | $6.6M | 23k | 283.77 |
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| Costco Wholesale Corporation (COST) | 0.4 | $5.9M | +2% | 6.0k | 996.43 |
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| NVIDIA Corporation (NVDA) | 0.4 | $5.5M | 32k | 174.40 |
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| Abbvie (ABBV) | 0.3 | $5.3M | 24k | 217.49 |
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| Bhp Group Ads (BHP) | 0.3 | $5.3M | 73k | 72.74 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $4.9M | +17% | 25k | 192.90 |
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| Global Payments (GPN) | 0.3 | $4.8M | -11% | 72k | 67.30 |
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| Abbott Laboratories (ABT) | 0.3 | $4.3M | +23% | 42k | 102.67 |
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| Ecolab (ECL) | 0.3 | $4.1M | 15k | 266.02 |
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| Emerson Electric (EMR) | 0.3 | $4.1M | 31k | 131.02 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.3 | $4.0M | +2% | 55k | 73.90 |
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| Keysight Technologies (KEYS) | 0.2 | $3.6M | +6% | 13k | 282.37 |
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| Ge Vernova (GEV) | 0.2 | $3.4M | 3.9k | 872.90 |
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| Intel Corporation (INTC) | 0.2 | $3.4M | 77k | 44.13 |
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| Woodside Energy Group Sponsored Adr (WDS) | 0.2 | $3.3M | -6% | 137k | 23.88 |
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| Sherwin-Williams Company (SHW) | 0.2 | $3.0M | 9.3k | 320.55 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $2.6M | 17k | 152.75 |
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| Visa Com Cl A (V) | 0.2 | $2.6M | 8.7k | 302.24 |
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| 3M Company (MMM) | 0.1 | $2.3M | 16k | 145.23 |
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| Alphabet Capstk Cl A (GOOGL) | 0.1 | $2.2M | -10% | 7.5k | 287.56 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.0M | -3% | 40k | 50.44 |
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| International Business Machines (IBM) | 0.1 | $2.0M | 8.3k | 242.39 |
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| Chubb (CB) | 0.1 | $1.9M | +2% | 5.8k | 325.93 |
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| Waters Corporation (WAT) | 0.1 | $1.9M | -6% | 6.3k | 297.80 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.7M | -2% | 12k | 143.23 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | 335.00 | 4429.60 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.5M | -3% | 6.0k | 242.62 |
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| Danaher Corporation (DHR) | 0.1 | $1.3M | 6.9k | 189.60 |
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| S&p Global (SPGI) | 0.1 | $1.3M | 3.0k | 425.34 |
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| State Street Corporation (STT) | 0.1 | $1.2M | 48k | 26.01 |
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| SYSCO Corporation (SYY) | 0.1 | $1.1M | 16k | 71.33 |
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| Amgen (AMGN) | 0.1 | $1.0M | 2.8k | 351.85 |
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| Broadcom (AVGO) | 0.1 | $980k | 3.2k | 309.51 |
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| Chevron Corporation (CVX) | 0.1 | $935k | 4.5k | 206.90 |
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| Spdr S&p 500 Etf Trust Tr Unit (SPY) | 0.0 | $661k | 1.5k | 440.57 |
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| Pfizer (PFE) | 0.0 | $637k | 23k | 28.08 |
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| At&t (T) | 0.0 | $634k | +3% | 22k | 28.99 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $634k | -22% | 7.0k | 90.53 |
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| IDEXX Laboratories (IDXX) | 0.0 | $562k | NEW | 1.0k | 561.89 |
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| Shopify Cl A (SHOP) | 0.0 | $553k | 4.7k | 118.62 |
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| Bristol Myers Squibb (BMY) | 0.0 | $526k | -14% | 8.7k | 60.65 |
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| Morgan Stanley Com New (MS) | 0.0 | $526k | -23% | 3.2k | 164.57 |
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| Academy Sports & Outdoor (ASO) | 0.0 | $505k | -13% | 9.0k | 56.45 |
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| salesforce (CRM) | 0.0 | $438k | -25% | 2.3k | 186.67 |
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| Wells Fargo & Company (WFC) | 0.0 | $438k | 5.5k | 79.61 |
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| Colgate-Palmolive Company (CL) | 0.0 | $432k | 5.1k | 85.23 |
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| Eaton Corp SHS (ETN) | 0.0 | $421k | 1.2k | 357.67 |
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| Lowe's Companies (LOW) | 0.0 | $390k | -42% | 1.7k | 236.28 |
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| McDonald's Corporation (MCD) | 0.0 | $373k | 1.2k | 310.79 |
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| Nextera Energy (NEE) | 0.0 | $356k | 3.8k | 92.88 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $347k | 1.4k | 243.08 |
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| Home Depot (HD) | 0.0 | $345k | -2% | 1.1k | 328.89 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $344k | 1.0k | 330.87 |
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| Palo Alto Networks (PANW) | 0.0 | $329k | 2.1k | 160.32 |
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| Blackrock (BLK) | 0.0 | $269k | -38% | 280.00 | 961.71 |
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| Honeywell International (HON) | 0.0 | $249k | 1.1k | 226.03 |
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| Illinois Tool Works (ITW) | 0.0 | $247k | 950.00 | 260.29 |
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| Cintas Corporation (CTAS) | 0.0 | $241k | 1.4k | 169.14 |
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| Unum (UNM) | 0.0 | $239k | 3.3k | 73.03 |
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| W.W. Grainger (GWW) | 0.0 | $230k | 211.00 | 1090.81 |
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| AFLAC Incorporated (AFL) | 0.0 | $224k | -4% | 2.0k | 109.71 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $222k | 1.3k | 173.45 |
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| Cummins (CMI) | 0.0 | $218k | -16% | 405.00 | 538.02 |
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| Agnico (AEM) | 0.0 | $213k | NEW | 1.1k | 202.98 |
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| Independent Bank (INDB) | 0.0 | $207k | 2.8k | 75.21 |
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| Meta Platforms Cl A (META) | 0.0 | $200k | 350.00 | 572.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $181k | 327.00 | 553.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $116k | -17% | 9.2k | 12.59 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $50k | 3.6k | 13.81 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $44k | -10% | 1.4k | 31.08 |
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Past Filings by Nichols & Pratt Advisers
SEC 13F filings are viewable for Nichols & Pratt Advisers going back to 2010
- Nichols & Pratt Advisers 2026 Q1 filed April 29, 2026
- Nichols & Pratt Advisers 2025 Q4 filed Jan. 29, 2026
- Nichols & Pratt Advisers 2025 Q3 filed Nov. 4, 2025
- Nichols & Pratt Advisers 2025 Q2 filed Aug. 5, 2025
- Nichols & Pratt Advisers 2025 Q1 filed April 29, 2025
- Nichols & Pratt Advisers 2024 Q4 filed Feb. 5, 2025
- Nichols & Pratt Advisers 2024 Q3 filed Oct. 25, 2024
- Nichols & Pratt Advisers 2024 Q2 filed July 25, 2024
- Nichols & Pratt Advisers 2024 Q1 filed April 29, 2024
- Nichols & Pratt Advisers 2023 Q4 filed Feb. 7, 2024
- Nichols & Pratt Advisers 2023 Q3 filed Nov. 9, 2023
- Nichols & Pratt Advisers 2023 Q2 filed Aug. 2, 2023
- Nichols & Pratt Advisers 2023 Q1 filed May 3, 2023
- Nichols & Pratt Advisers 2022 Q4 filed Feb. 3, 2023
- Nichols & Pratt Advisers 2022 Q3 filed Nov. 1, 2022
- Nichols & Pratt Advisers 2022 Q2 filed Aug. 4, 2022