Sponsored
The Analysis of NICHOLS & PRATT ADVISERS LLP /MA's Holdings & P&L
Currently, NICHOLS & PRATT ADVISERS LLP /MA holds 105 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in SNPS (+9.1K shares, valued at $3.6M), TMO (+4.3K shares, valued at $2.1M), MSFT (+5.4K shares, valued at $2.0M); decreased their positions in N/A (-17.9K shares, valued at $5.1M), JNJ (-14.6K shares, valued at $3.6M), AAPL (-8.7K shares, valued at $2.2M); initiated new positions in IDXX (+1.0K shares, valued at $561.9K), AEM (+1.1K shares, valued at $213.1K).
1M P&L
+61.9M+4.79%
3M P&L
+48.9M+3.75%
HY P&L
+81.5M+6.40%
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 - General142.5M
11.2%
2Consumer Electronics133.6M
10.5%
3Beverages - Non-Alcoholic88.7M
6.9%
Top Industries by Stock Count
1N/A8 stocks
8.5%
2Drug Manufacturers - General7 stocks
7.4%
3Software - Application5 stocks
5.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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AAPL
-1.62%APPLE INC
Shares526.4K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
-3.94%ALPHABET INC
Shares436.6K
Event2026-03-31
Filed2026-04-29
JNJ
-3.02%JOHNSON & JOHNSON
Shares469.5K
Event2026-03-31
Filed2026-04-29
MA
0.70%MASTERCARD INC
Shares146.2K
Event2026-03-31
Filed2026-04-29
MSFT
2.95%MICROSOFT CORP
Shares187.6K
Event2026-03-31
Filed2026-04-29
TJX
-1.75%TJX COS INC/THE
Shares386.6K
Event2026-03-31
Filed2026-04-29
ADP
-1.62%AUTOMATIC DATA PROCESSING INC
Shares299.3K
Event2026-03-31
Filed2026-04-29
KMI
-1.26%KINDER MORGAN INC
Shares1.8M
Event2026-03-31
Filed2026-04-29
PEP
0.35%PEPSICO INC
Shares358.6K
Event2026-03-31
Filed2026-04-29
PG
0.51%PROCTER & GAMBLE CO/THE
Shares377.6K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
-1.10%MERCK & CO INC
Shares446.6K
Event2026-03-31
Filed2026-04-29
FAST
-0.95%FASTENAL CO
Shares1.1M
Event2026-03-31
Filed2026-04-29
AMZN
2.08%AMAZON.COM INC
Shares206.7K
Event2026-03-31
Filed2026-04-29
CAT
-4.42%CATERPILLAR INC
Shares57.7K
Event2026-03-31
Filed2026-04-29
VZ
0.64%VERIZON COMMUNICATIONS INC
Shares798.7K
Event2026-03-31
Filed2026-04-29
KO
-1.51%COCA-COLA CO/THE
Shares433.6K
Event2026-03-31
Filed2026-04-29
LINDE PLC
4.09%LINDE PLC
Shares64.2K
Event2026-03-31
Filed2026-04-29
RTO
0.12%RENTOKIL INITIAL PLC
Shares998.3K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC
-3.73%BERKSHIRE HATHAWAY INC
Shares59.2K
Event2026-03-31
Filed2026-04-29
TMO
10.23%THERMO FISHER SCIENTIFIC INC
Shares46.0K
Event2026-03-31
Filed2026-04-29
IQV
6.39%IQVIA HOLDINGS INC
Shares131.7K
Event2026-03-31
Filed2026-04-29
QCOM
-1.36%QUALCOMM INC
Shares172.2K
Event2026-03-31
Filed2026-04-29
INTU
0.54%INTUIT INC
Shares51.1K
Event2026-03-31
Filed2026-04-29
APD
2.48%AIR PRODUCTS AND CHEMICALS INC
Shares63.7K
Event2026-03-31
Filed2026-04-29
SO
-0.15%SOUTHERN CO/THE
Shares186.3K
Event2026-03-31
Filed2026-04-29
NVO
-1.50%NOVO NORDISK A/S
Shares480.3K
Event2026-03-31
Filed2026-04-29
SNPS
25.59%SYNOPSYS INC
Shares44.5K
Event2026-03-31
Filed2026-04-29
SYK
3.95%STRYKER CORP
Shares53.2K
Event2026-03-31
Filed2026-04-29
FI
-6.18%FISERV INC
Shares286.8K
Event2026-03-31
Filed2026-04-29
ALC
14.59%ALCON AG
Shares203.0K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC
-1.10%MEDTRONIC PLC
Shares156.4K
Event2026-03-31
Filed2026-04-29
CSCO
-4.62%CISCO SYSTEMS INC
Shares173.6K
Event2026-03-31
Filed2026-04-29
XOM
-0.51%EXXON MOBIL CORP
Shares74.9K
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC
-12.30%ACCENTURE PLC
Shares44.0K
Event2026-03-31
Filed2026-04-29
JPM
-0.16%JPMORGAN CHASE & CO
Shares22.7K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE COM
-0.06%GE AEROSPACE COM
Shares23.1K
Event2026-03-31
Filed2026-04-29
MDY
0.00%SPDR S&P MIDCAP 400 ETF TR
Shares335
Event2026-03-31
Filed2026-04-29
COST
2.15%COSTCO WHOLESALE CORP
Shares6.0K
Event2026-03-31
Filed2026-04-29
NVDA
0.00%NVIDIA CORP
Shares31.5K
Event2026-03-31
Filed2026-04-29
ABBV
-0.81%ABBVIE INC
Shares24.4K
Event2026-03-31
Filed2026-04-29
BHP
0.21%BHP GROUP LTD
Shares72.7K
Event2026-03-31
Filed2026-04-29
RTX
17.01%RTX CORP
Shares25.3K
Event2026-03-31
Filed2026-04-29
GPN
-11.61%GLOBAL PAYMENTS INC
Shares72.0K
Event2026-03-31
Filed2026-04-29
ABT
23.44%ABBOTT LABORATORIES
Shares41.9K
Event2026-03-31
Filed2026-04-29
ECL
0.00%ECOLAB INC
Shares15.4K
Event2026-03-31
Filed2026-04-29
EMR
-0.77%EMERSON ELECTRIC CO
Shares31.0K
Event2026-03-31
Filed2026-04-29
QSR
2.09%RESTAURANT BRANDS INTERNATIONAL INC
Shares54.8K
Event2026-03-31
Filed2026-04-29
KEYS
6.31%KEYSIGHT TECHNOLOGIES INC
Shares12.7K
Event2026-03-31
Filed2026-04-29
GEV
-0.26%GE VERNOVA INC
Shares3.9K
Event2026-03-31
Filed2026-04-29
INTC
-0.15%INTEL CORP
Shares76.6K
Event2026-03-31
Filed2026-04-29
WDS
-6.22%WOODSIDE ENERGY GROUP LTD
Shares136.8K
Event2026-03-31
Filed2026-04-29
SHW
0.32%SHERWIN-WILLIAMS CO/THE
Shares9.3K
Event2026-03-31
Filed2026-04-29
NVS
-0.58%NOVARTIS AG
Shares17.2K
Event2026-03-31
Filed2026-04-29
V
0.00%VISA INC
Shares8.7K
Event2026-03-31
Filed2026-04-29
MMM
-0.16%3M CO
Shares15.5K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
-10.16%ALPHABET INC
Shares7.5K
Event2026-03-31
Filed2026-04-29
MKC
-3.58%MCCORMICK & CO INC/MD
Shares40.4K
Event2026-03-31
Filed2026-04-29
IBM
0.00%INTERNATIONAL BUSINESS MACHINES CORP
Shares8.3K
Event2026-03-31
Filed2026-04-29
CB
2.22%CHUBB LTD
Shares5.8K
Event2026-03-31
Filed2026-04-29
WAT
-6.67%WATERS CORP
Shares6.3K
Event2026-03-31
Filed2026-04-29
EXPD
-2.28%EXPEDITORS INTERNATIONAL OF WASHINGTON INC
Shares12.0K
Event2026-03-31
Filed2026-04-29
UNP
-3.21%UNION PACIFIC CORP
Shares6.0K
Event2026-03-31
Filed2026-04-29
DHR
-0.69%DANAHER CORP
Shares6.9K
Event2026-03-31
Filed2026-04-29
SPGI
0.00%S&P GLOBAL INC
Shares3.0K
Event2026-03-31
Filed2026-04-29
IVV
0.00%ISHARES TR
Shares327
Event2026-03-31
Filed2026-04-29
SYY
0.00%SYSCO CORP
Shares15.8K
Event2026-03-31
Filed2026-04-29
AMGN
0.00%AMGEN INC
Shares2.8K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
0.00%BROADCOM INC
Shares3.2K
Event2026-03-31
Filed2026-04-29
STT
0.00%STATE STREET CORP
Shares47.9K
Event2026-03-31
Filed2026-04-29
CVX
0.00%CHEVRON CORP
Shares4.5K
Event2026-03-31
Filed2026-04-29
PFE
0.00%PFIZER INC
Shares22.7K
Event2026-03-31
Filed2026-04-29
T
3.74%AT&T INC
Shares21.9K
Event2026-03-31
Filed2026-04-29
IEFA
-22.22%ISHARES TR
Shares7.0K
Event2026-03-31
Filed2026-04-29
IDXX
NewIDEXX LABS INC
Shares1.0K
Event2026-03-31
Filed2026-04-29
SHOP
0.00%SHOPIFY INC
Shares4.7K
Event2026-03-31
Filed2026-04-29
BMY
-14.49%BRISTOL-MYERS SQUIBB CO
Shares8.7K
Event2026-03-31
Filed2026-04-29
MS
-23.84%MORGAN STANLEY
Shares3.2K
Event2026-03-31
Filed2026-04-29
ASO
-13.11%ACADEMY SPORTS & OUTDOORS INC
Shares8.9K
Event2026-03-31
Filed2026-04-29
IJR
-17.81%ISHARES TR
Shares9.2K
Event2026-03-31
Filed2026-04-29
CRM
-25.42%SALESFORCE INC
Shares2.3K
Event2026-03-31
Filed2026-04-29
WFC
0.00%WELLS FARGO & CO
Shares5.5K
Event2026-03-31
Filed2026-04-29
CL
0.00%COLGATE-PALMOLIVE CO
Shares5.1K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC
0.00%EATON CORP PLC
Shares1.2K
Event2026-03-31
Filed2026-04-29
LOW
-42.11%LOWE'S COS INC
Shares1.6K
Event2026-03-31
Filed2026-04-29
MCD
0.00%MCDONALD'S CORP
Shares1.2K
Event2026-03-31
Filed2026-04-29
NEE
0.00%NEXTERA ENERGY INC
Shares3.8K
Event2026-03-31
Filed2026-04-29
ADBE
0.00%ADOBE INC
Shares1.4K
Event2026-03-31
Filed2026-04-29
HD
-2.33%HOME DEPOT INC/THE
Shares1.1K
Event2026-03-31
Filed2026-04-29
ALNY
0.00%ALNYLAM PHARMACEUTICALS INC
Shares1.0K
Event2026-03-31
Filed2026-04-29
PANW
0.00%PALO ALTO NETWORKS INC
Shares2.0K
Event2026-03-31
Filed2026-04-29
IWM
-10.09%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC
-38.46%BLACKROCK INC
Shares280
Event2026-03-31
Filed2026-04-29
HON
0.00%HONEYWELL INTL INC
Shares1.1K
Event2026-03-31
Filed2026-04-29
ITW
0.00%ILLINOIS TOOL WORKS INC
Shares950
Event2026-03-31
Filed2026-04-29
CTAS
0.00%CINTAS CORP
Shares1.4K
Event2026-03-31
Filed2026-04-29
UNM
0.00%UNUM GROUP
Shares3.3K
Event2026-03-31
Filed2026-04-29
GWW
0.00%WW GRAINGER INC
Shares211
Event2026-03-31
Filed2026-04-29
AFL
-4.67%AFLAC INC
Shares2.0K
Event2026-03-31
Filed2026-04-29
MMC
0.00%MARSH & MCLENNAN COS INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
CMI
-16.49%CUMMINS INC
Shares405
Event2026-03-31
Filed2026-04-29
AEM
NewAGNICO EAGLE MINES LTD
Shares1.1K
Event2026-03-31
Filed2026-04-29
INDB
0.00%INDEPENDENT BANK CORP MASS
Shares2.8K
Event2026-03-31
Filed2026-04-29
SPY
0.00%SPDR S&P 500 ETF TRUST
Shares1.5K
Event2026-03-31
Filed2026-04-29
META
0.00%META PLATFORMS INC
Shares350
Event2026-03-31
Filed2026-04-29
EFA
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-04-29
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available