Sponsored

The Analysis of NICHOLS & PRATT ADVISERS LLP /MA's Holdings & P&L

Currently, NICHOLS & PRATT ADVISERS LLP /MA holds 109 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+3.4K shares, valued at $1.9M), SNPS (+4.3K shares, valued at $1.9M), SYK (+3.9K shares, valued at $1.2M); decreased their positions in GOOG (-14.5K shares, valued at $5.1M), JNJ (-8.7K shares, valued at $2.2M), AAPL (-5.4K shares, valued at $1.6M); initiated new positions in VOO (+482 shares, valued at $331.0K), TRGP (+1.0K shares, valued at $268.1K), ROK (+540 shares, valued at $267.3K).

1M P&L

+31.6M+2.11%

3M P&L

+55.8M+3.79%

HY P&L

+112.7M+7.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General201.6M

13.7%

2Internet Content & Information151.7M

10.3%

3Consumer Electronics150.8M

10.3%

Top Industries by Stock Count

1Drug Manufacturers - General7 stocks

8.1%

2N/A7 stocks

8.1%

3Specialty Industrial Machinery5 stocks

5.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc521.0K shares-1.02%2026-06-302026-08-05

GOOG Alphabet Inc422.1K shares-3.32%2026-06-302026-08-05

JNJ Johnson & Johnson460.9K shares-1.84%2026-06-302026-08-05

Mastercard Inc Mastercard Inc147.6K shares1.01%2026-06-302026-08-05

MSFT Microsoft Corp190.1K shares1.34%2026-06-302026-08-05

ADP Automatic Data Processing Inc297.6K shares-0.58%2026-06-302026-08-05

CAT Caterpillar Inc56.5K shares-2.05%2026-06-302026-08-05

TJX TJX Cos Inc/The385.4K shares-0.30%2026-06-302026-08-05

Sponsored

KMI Kinder Morgan Inc1.8M shares-0.48%2026-06-302026-08-05

MRK Merck & Co Inc442.8K shares-0.86%2026-06-302026-08-05

PG Procter & Gamble CO/THE375.3K shares-0.60%2026-06-302026-08-05

FAST Fastenal Co1.1M shares-0.27%2026-06-302026-08-05

AMZN Amazon.com Inc210.4K shares1.80%2026-06-302026-08-05

PEP PepsiCo Inc354.4K shares-1.17%2026-06-302026-08-05

KO Coca-Cola Co/The427.6K shares-1.38%2026-06-302026-08-05

LIN Linde PLC65.1K shares1.43%2026-06-302026-08-05

Sponsored

VZ Verizon Communications Inc797.4K shares-0.17%2026-06-302026-08-05

QCOM Qualcomm Inc171.6K shares-0.38%2026-06-302026-08-05

BRK.B Berkshire Hathaway Inc58.7K shares-0.87%2026-06-302026-08-05

RTO Rentokil Initial PLC1.0M shares0.51%2026-06-302026-08-05

IQV IQVIA Holdings Inc135.6K shares3.01%2026-06-302026-08-05

TMO Thermo Fisher Scientific Inc47.6K shares3.54%2026-06-302026-08-05

NVO Novo Nordisk A/S477.7K shares-0.55%2026-06-302026-08-05

SNPS Synopsys Inc48.7K shares9.57%2026-06-302026-08-05

Sponsored

Cisco Systems Inc Cisco Systems Inc172.4K shares-0.68%2026-06-302026-08-05

APD Air Products and Chemicals Inc63.1K shares-0.82%2026-06-302026-08-05

SYK Stryker CORP57.0K shares7.25%2026-06-302026-08-05

Southern Co/The Southern Co/The186.4K shares0.06%2026-06-302026-08-05

ALC Alcon AG212.3K shares4.56%2026-06-302026-08-05

INTU Intuit Inc51.0K shares-0.15%2026-06-302026-08-05

FI Fiserv Inc263.9K shares-7.98%2026-06-302026-08-05

Medtronic PLC Medtronic PLC141.1K shares-9.77%2026-06-302026-08-05

Sponsored

INTC Intel Corp76.0K shares-0.73%2026-06-302026-08-05

Exxon Mobil Corp Exxon Mobil Corp72.3K shares-3.53%2026-06-302026-08-05

GE GE Aerospace Com22.5K shares-2.50%2026-06-302026-08-05

STT State Street Corp47.7K shares-0.42%2026-06-302026-08-05

JPMorgan Chase & Co JPMorgan Chase & Co22.7K shares0.05%2026-06-302026-08-05

NVDA NVIDIA Corp32.0K shares1.72%2026-06-302026-08-05

AbbVie INC AbbVie INC24.6K shares0.76%2026-06-302026-08-05

BHP BHP Group Ltd72.0K shares-0.96%2026-06-302026-08-05

Sponsored

Costco Wholesale Corp Costco Wholesale Corp6.0K shares1.18%2026-06-302026-08-05

Accenture PLC Accenture PLC39.3K shares-10.72%2026-06-302026-08-05

GPN Global Payments Inc67.2K shares-6.66%2026-06-302026-08-05

RTX Corp RTX Corp25.1K shares-0.69%2026-06-302026-08-05

ECL Ecolab Inc16.9K shares9.75%2026-06-302026-08-05

GEV GE Vernova Inc3.8K shares-1.85%2026-06-302026-08-05

KEYS Keysight Technologies Inc12.7K shares0.00%2026-06-302026-08-05

EMR Emerson Electric Co30.1K shares-2.74%2026-06-302026-08-05

Sponsored

QSR Restaurant Brands International Inc55.0K shares0.39%2026-06-302026-08-05

ABT Abbott Laboratories39.4K shares-5.97%2026-06-302026-08-05

SHW Sherwin-Williams Co/The9.1K shares-2.73%2026-06-302026-08-05

Visa Inc Visa Inc8.8K shares0.80%2026-06-302026-08-05

NVS Novartis AG17.3K shares0.29%2026-06-302026-08-05

WDS Woodside Energy Group Ltd135.3K shares-1.10%2026-06-302026-08-05

GOOGL Alphabet Inc7.1K shares-5.98%2026-06-302026-08-05

WAT Waters Corp6.3K shares0.18%2026-06-302026-08-05

Sponsored

IBM International Business Machines Corp8.2K shares-1.03%2026-06-302026-08-05

3M Co 3M Co14.0K shares-9.54%2026-06-302026-08-05

Meta Platforms Inc Meta Platforms Inc3.8K shares976.00%2026-06-302026-08-05

Chubb Ltd Chubb Ltd6.0K shares2.81%2026-06-302026-08-05

EXPD Expeditors International of Washington Inc12.0K shares0.00%2026-06-302026-08-05

MKC McCormick & Co Inc/MD33.6K shares-16.67%2026-06-302026-08-05

UNP Union Pacific Corp6.1K shares0.83%2026-06-302026-08-05

IJR iShares Core S&P Small-Cap ETF9.6K shares4.33%2026-06-302026-08-05

Sponsored

DHR Danaher Corp6.9K shares0.00%2026-06-302026-08-05

S&P Global Inc S&P Global Inc3.0K shares0.00%2026-06-302026-08-05

CVX Chevron Corp7.2K shares59.98%2026-06-302026-08-05

Broadcom INC Broadcom INC3.1K shares-0.79%2026-06-302026-08-05

SYY Sysco Corp13.8K shares-12.67%2026-06-302026-08-05

State Street SPDR S&P 500 ETF Trust State Street SPDR S&P 500 ETF Trust1.5K shares0.00%2026-06-302026-08-05

AMGN Amgen Inc2.9K shares1.76%2026-06-302026-08-05

PANW Palo Alto Networks Inc2.1K shares3.90%2026-06-302026-08-05

Sponsored

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF7.0K shares0.00%2026-06-302026-08-05

MS Morgan Stanley2.9K shares-7.82%2026-06-302026-08-05

BMY Bristol-Myers Squibb Co9.5K shares9.80%2026-06-302026-08-05

SHOP Shopify Inc4.7K shares0.00%2026-06-302026-08-05

ETN Eaton Corp PLC1.2K shares5.10%2026-06-302026-08-05

IDXX IDXX1.0K shares0.00%2026-06-302026-08-05

T AT&T Inc25.2K shares15.08%2026-06-302026-08-05

IWM iShares Russell 2000 ETF1.4K shares0.84%2026-06-302026-08-05

Sponsored

ASO Academy Sports & Outdoors Inc8.9K shares0.00%2026-06-302026-08-05

WFC Wells Fargo & Co5.1K shares-7.27%2026-06-302026-08-05

PFE Pfizer Inc17.2K shares-24.23%2026-06-302026-08-05

NextEra Energy Inc NextEra Energy Inc4.4K shares15.64%2026-06-302026-08-05

EFA iShares MSCI EAFE ETF3.6K shares0.00%2026-06-302026-08-05

CL Colgate-Palmolive Co4.0K shares-21.52%2026-06-302026-08-05

LOW Lowe's Cos Inc1.6K shares0.00%2026-06-302026-08-05

HD Home Depot Inc/The956 shares-8.95%2026-06-302026-08-05

Sponsored

VOO Vanguard S&P 500 ETF482 sharesnew addition2026-06-302026-08-05

MCD McDonald's CORP1.2K shares0.00%2026-06-302026-08-05

Alnylam Pharmaceuticals Inc Alnylam Pharmaceuticals Inc1.0K shares0.00%2026-06-302026-08-05

UNM Unum Group3.3K shares0.00%2026-06-302026-08-05

CMI Cummins Inc405 shares0.00%2026-06-302026-08-05

GWW WW Grainger Inc211 shares0.00%2026-06-302026-08-05

BLK BlackRock Inc295 shares5.36%2026-06-302026-08-05

TRGP Targa Resources Corp1.0K sharesnew addition2026-06-302026-08-05

Sponsored

ROK Rockwell Automation Inc540 sharesnew addition2026-06-302026-08-05

APH Amphenol Corp1.5K sharesnew addition2026-06-302026-08-05

CRM Salesforce Inc1.7K shares-29.40%2026-06-302026-08-05

ITW Illinois Tool Works Inc950 shares0.00%2026-06-302026-08-05

iShares Core S&P 500 ETF iShares Core S&P 500 ETF327 shares0.00%2026-06-302026-08-05

CTAS Cintas Corp1.4K shares0.00%2026-06-302026-08-05

AFL Aflac Inc2.0K shares0.00%2026-06-302026-08-05

MDY SPDR S&P MidCap 400 ETF Trust335 shares0.00%2026-06-302026-08-05

Sponsored

INDB Independent Bank Corp2.8K shares0.00%2026-06-302026-08-05

VMC Vulcan Materials Co760 sharesnew addition2026-06-302026-08-05

MMC Marsh & McLennan Cos Inc1.3K shares0.00%2026-06-302026-08-05

Adobe Inc Adobe Inc1.0K shares-27.66%2026-06-302026-08-05

QQQ Invesco QQQ TR280 sharesnew addition2026-06-302026-08-05

AAPL

Apple Inc

-1.02%

Shares521.0K

Event2026-06-30

Filed2026-08-05

GOOG

Alphabet Inc

-3.32%

Shares422.1K

Event2026-06-30

Filed2026-08-05

JNJ

Johnson & Johnson

-1.84%

Shares460.9K

Event2026-06-30

Filed2026-08-05

Mastercard Inc

1.01%

Shares147.6K

Event2026-06-30

Filed2026-08-05

MSFT

Microsoft Corp

1.34%

Shares190.1K

Event2026-06-30

Filed2026-08-05

ADP

Automatic Data Processing Inc

-0.58%

Shares297.6K

Event2026-06-30

Filed2026-08-05

CAT

Caterpillar Inc

-2.05%

Shares56.5K

Event2026-06-30

Filed2026-08-05

TJX

TJX Cos Inc/The

-0.30%

Shares385.4K

Event2026-06-30

Filed2026-08-05

KMI

Kinder Morgan Inc

-0.48%

Shares1.8M

Event2026-06-30

Filed2026-08-05

MRK

Merck & Co Inc

-0.86%

Shares442.8K

Event2026-06-30

Filed2026-08-05

Procter & Gamble CO/THE

-0.60%

Shares375.3K

Event2026-06-30

Filed2026-08-05

FAST

Fastenal Co

-0.27%

Shares1.1M

Event2026-06-30

Filed2026-08-05

AMZN

Amazon.com Inc

1.80%

Shares210.4K

Event2026-06-30

Filed2026-08-05

PEP

PepsiCo Inc

-1.17%

Shares354.4K

Event2026-06-30

Filed2026-08-05

Coca-Cola Co/The

-1.38%

Shares427.6K

Event2026-06-30

Filed2026-08-05

LIN

Linde PLC

1.43%

Shares65.1K

Event2026-06-30

Filed2026-08-05

Verizon Communications Inc

-0.17%

Shares797.4K

Event2026-06-30

Filed2026-08-05

QCOM

Qualcomm Inc

-0.38%

Shares171.6K

Event2026-06-30

Filed2026-08-05

BRK.B

Berkshire Hathaway Inc

-0.87%

Shares58.7K

Event2026-06-30

Filed2026-08-05

RTO

Rentokil Initial PLC

0.51%

Shares1.0M

Event2026-06-30

Filed2026-08-05

IQV

IQVIA Holdings Inc

3.01%

Shares135.6K

Event2026-06-30

Filed2026-08-05

TMO

Thermo Fisher Scientific Inc

3.54%

Shares47.6K

Event2026-06-30

Filed2026-08-05

NVO

Novo Nordisk A/S

-0.55%

Shares477.7K

Event2026-06-30

Filed2026-08-05

SNPS

Synopsys Inc

9.57%

Shares48.7K

Event2026-06-30

Filed2026-08-05

Cisco Systems Inc

-0.68%

Shares172.4K

Event2026-06-30

Filed2026-08-05

APD

Air Products and Chemicals Inc

-0.82%

Shares63.1K

Event2026-06-30

Filed2026-08-05

SYK

Stryker CORP

7.25%

Shares57.0K

Event2026-06-30

Filed2026-08-05

Southern Co/The

0.06%

Shares186.4K

Event2026-06-30

Filed2026-08-05

ALC

Alcon AG

4.56%

Shares212.3K

Event2026-06-30

Filed2026-08-05

INTU

Intuit Inc

-0.15%

Shares51.0K

Event2026-06-30

Filed2026-08-05

Fiserv Inc

-7.98%

Shares263.9K

Event2026-06-30

Filed2026-08-05

Medtronic PLC

-9.77%

Shares141.1K

Event2026-06-30

Filed2026-08-05

INTC

Intel Corp

-0.73%

Shares76.0K

Event2026-06-30

Filed2026-08-05

Exxon Mobil Corp

-3.53%

Shares72.3K

Event2026-06-30

Filed2026-08-05

GE Aerospace Com

-2.50%

Shares22.5K

Event2026-06-30

Filed2026-08-05

STT

State Street Corp

-0.42%

Shares47.7K

Event2026-06-30

Filed2026-08-05

JPMorgan Chase & Co

0.05%

Shares22.7K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA Corp

1.72%

Shares32.0K

Event2026-06-30

Filed2026-08-05

AbbVie INC

0.76%

Shares24.6K

Event2026-06-30

Filed2026-08-05

BHP

BHP Group Ltd

-0.96%

Shares72.0K

Event2026-06-30

Filed2026-08-05

Costco Wholesale Corp

1.18%

Shares6.0K

Event2026-06-30

Filed2026-08-05

Accenture PLC

-10.72%

Shares39.3K

Event2026-06-30

Filed2026-08-05

GPN

Global Payments Inc

-6.66%

Shares67.2K

Event2026-06-30

Filed2026-08-05

RTX Corp

-0.69%

Shares25.1K

Event2026-06-30

Filed2026-08-05

ECL

Ecolab Inc

9.75%

Shares16.9K

Event2026-06-30

Filed2026-08-05

GEV

GE Vernova Inc

-1.85%

Shares3.8K

Event2026-06-30

Filed2026-08-05

KEYS

Keysight Technologies Inc

0.00%

Shares12.7K

Event2026-06-30

Filed2026-08-05

EMR

Emerson Electric Co

-2.74%

Shares30.1K

Event2026-06-30

Filed2026-08-05

QSR

Restaurant Brands International Inc

0.39%

Shares55.0K

Event2026-06-30

Filed2026-08-05

ABT

Abbott Laboratories

-5.97%

Shares39.4K

Event2026-06-30

Filed2026-08-05

SHW

Sherwin-Williams Co/The

-2.73%

Shares9.1K

Event2026-06-30

Filed2026-08-05

Visa Inc

0.80%

Shares8.8K

Event2026-06-30

Filed2026-08-05

NVS

Novartis AG

0.29%

Shares17.3K

Event2026-06-30

Filed2026-08-05

WDS

Woodside Energy Group Ltd

-1.10%

Shares135.3K

Event2026-06-30

Filed2026-08-05

GOOGL

Alphabet Inc

-5.98%

Shares7.1K

Event2026-06-30

Filed2026-08-05

WAT

Waters Corp

0.18%

Shares6.3K

Event2026-06-30

Filed2026-08-05

IBM

International Business Machines Corp

-1.03%

Shares8.2K

Event2026-06-30

Filed2026-08-05

3M Co

-9.54%

Shares14.0K

Event2026-06-30

Filed2026-08-05

Meta Platforms Inc

976.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

Chubb Ltd

2.81%

Shares6.0K

Event2026-06-30

Filed2026-08-05

EXPD

Expeditors International of Washington Inc

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-05

MKC

McCormick & Co Inc/MD

-16.67%

Shares33.6K

Event2026-06-30

Filed2026-08-05

UNP

Union Pacific Corp

0.83%

Shares6.1K

Event2026-06-30

Filed2026-08-05

IJR

iShares Core S&P Small-Cap ETF

4.33%

Shares9.6K

Event2026-06-30

Filed2026-08-05

DHR

Danaher Corp

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-05

S&P Global Inc

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

CVX

Chevron Corp

59.98%

Shares7.2K

Event2026-06-30

Filed2026-08-05

Broadcom INC

-0.79%

Shares3.1K

Event2026-06-30

Filed2026-08-05

SYY

Sysco Corp

-12.67%

Shares13.8K

Event2026-06-30

Filed2026-08-05

State Street SPDR S&P 500 ETF Trust

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

AMGN

Amgen Inc

1.76%

Shares2.9K

Event2026-06-30

Filed2026-08-05

PANW

Palo Alto Networks Inc

3.90%

Shares2.1K

Event2026-06-30

Filed2026-08-05

iShares Core MSCI EAFE ETF

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

Morgan Stanley

-7.82%

Shares2.9K

Event2026-06-30

Filed2026-08-05

BMY

Bristol-Myers Squibb Co

9.80%

Shares9.5K

Event2026-06-30

Filed2026-08-05

SHOP

Shopify Inc

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

ETN

Eaton Corp PLC

5.10%

Shares1.2K

Event2026-06-30

Filed2026-08-05

IDXX

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

AT&T Inc

15.08%

Shares25.2K

Event2026-06-30

Filed2026-08-05

IWM

iShares Russell 2000 ETF

0.84%

Shares1.4K

Event2026-06-30

Filed2026-08-05

ASO

Academy Sports & Outdoors Inc

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-05

WFC

Wells Fargo & Co

-7.27%

Shares5.1K

Event2026-06-30

Filed2026-08-05

PFE

Pfizer Inc

-24.23%

Shares17.2K

Event2026-06-30

Filed2026-08-05

NextEra Energy Inc

15.64%

Shares4.4K

Event2026-06-30

Filed2026-08-05

EFA

iShares MSCI EAFE ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

Colgate-Palmolive Co

-21.52%

Shares4.0K

Event2026-06-30

Filed2026-08-05

LOW

Lowe's Cos Inc

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

Home Depot Inc/The

-8.95%

Shares956

Event2026-06-30

Filed2026-08-05

VOO

Vanguard S&P 500 ETF

New

Shares482

Event2026-06-30

Filed2026-08-05

MCD

McDonald's CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

Alnylam Pharmaceuticals Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

UNM

Unum Group

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-05

CMI

Cummins Inc

0.00%

Shares405

Event2026-06-30

Filed2026-08-05

GWW

WW Grainger Inc

0.00%

Shares211

Event2026-06-30

Filed2026-08-05

BLK

BlackRock Inc

5.36%

Shares295

Event2026-06-30

Filed2026-08-05

TRGP

Targa Resources Corp

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

ROK

Rockwell Automation Inc

New

Shares540

Event2026-06-30

Filed2026-08-05

APH

Amphenol Corp

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

CRM

Salesforce Inc

-29.40%

Shares1.7K

Event2026-06-30

Filed2026-08-05

ITW

Illinois Tool Works Inc

0.00%

Shares950

Event2026-06-30

Filed2026-08-05

iShares Core S&P 500 ETF

0.00%

Shares327

Event2026-06-30

Filed2026-08-05

CTAS

Cintas Corp

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

AFL

Aflac Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

MDY

SPDR S&P MidCap 400 ETF Trust

0.00%

Shares335

Event2026-06-30

Filed2026-08-05

INDB

Independent Bank Corp

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-05

VMC

Vulcan Materials Co

New

Shares760

Event2026-06-30

Filed2026-08-05

MMC

Marsh & McLennan Cos Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

Adobe Inc

-27.66%

Shares1.0K

Event2026-06-30

Filed2026-08-05

QQQ

Invesco QQQ TR

New

Shares280

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available