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Nichols & Pratt Advisers LLP /Ma Top Holdings and 13F Report (2025)

About Nichols & Pratt Advisers LLP /Ma

Investment Activity

  • Nichols & Pratt Advisers LLP /Ma has $1.49 billion in total holdings as of June 30, 2025.
  • Nichols & Pratt Advisers LLP /Ma owns shares of 104 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 2.96% of the portfolio was purchased this quarter.
  • About 0.31% of the portfolio was sold this quarter.
  • This quarter, Nichols & Pratt Advisers LLP /Ma has purchased 96 new stocks and bought additional shares in 45 stocks.
  • Nichols & Pratt Advisers LLP /Ma sold shares of 31 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple
$111,182,769
Microsoft
$92,077,413
Alphabet
$84,418,995
Mastercard
$81,409,192

Largest New Holdings this Quarter

464287804 - iShares Core S&P Small-Cap ETF
$1,014,595 Holding
46432f842 - iShares Core MSCI EAFE ETF
$751,320 Holding
548661107 - Lowe's Companies
$632,329 Holding
09290d101 - BLACKROCK INC
$435,439 Holding
g29183103 - Eaton
$419,821 Holding

Largest Purchases this Quarter

Fastenal
572,199 shares (about $24.08M)
NVIDIA
10,000 shares (about $1.58M)
Synopsys
2,761 shares (about $1.42M)
iShares Core S&P Small-Cap ETF
9,280 shares (about $1.01M)
QUALCOMM
5,834 shares (about $929.17K)

Largest Sales this Quarter

Accenture
4,150 shares (about $1.24M)
Global Payments
7,667 shares (about $614.13K)
Automatic Data Processing
1,223 shares (about $377.31K)
Pfizer
13,986 shares (about $339.02K)
Cisco Systems
3,763 shares (about $261.07K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNichols & Pratt Advisers LLP /Ma

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$111,182,769$600,546 0.5%541,3387.5%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$96,603,990$377,306 -0.4%313,1326.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$92,077,413$305,969 0.3%185,3776.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$84,418,995$775,516 0.9%476,0245.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$81,409,192$219,279 -0.3%144,7915.5%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$77,469,539$618,483 0.8%506,5415.2%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$59,535,713$170,489 0.3%373,3004.0%Consumer Staples
Fiserv, Inc. stock logo
FI
Fiserv
$56,608,371$343,514 0.6%328,2663.8%Business Services
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$53,172,090$244,576 0.5%1,811,4183.6%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$49,278,192$124,853 0.3%398,6373.3%Retail/Wholesale
Fastenal Company stock logo
FAST
Fastenal
$47,981,428$24,077,818 100.7%1,140,2583.2%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$47,016,408$653,285 1.4%355,4563.2%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$43,045,749$468,614 1.1%196,1162.9%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$38,872,798$74,764 -0.2%49,3942.6%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$35,610,184$86,337 0.2%448,7512.4%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$33,989,853$742,027 2.2%492,0562.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$33,626,411$521,663 1.6%776,6142.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$32,598,059$25,262 -0.1%67,1022.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$31,384,964$56,610 0.2%443,5222.1%Consumer Staples
LINDE PLC
$27,319,157$183,000 0.7%58,2211.8%SHS
Caterpillar Inc. stock logo
CAT
Caterpillar
$27,296,986$163,048 0.6%70,3151.8%Industrials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$26,332,320$929,166 3.7%165,3341.8%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$20,074,065$112,825 0.6%50,7081.3%Medical
Rentokil Initial PLC stock logo
RTO
Rentokil Initial
$19,778,736$555,667 2.9%823,2311.3%Business Services
Accenture PLC stock logo
ACN
Accenture
$19,066,355$1,240,618 -6.1%63,7791.3%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$17,833,660$273,382 1.6%112,9191.2%Medical
Southern Company (The) stock logo
SO
Southern
$17,091,187$123,333 0.7%186,1101.1%Utilities
Alcon stock logo
ALC
Alcon
$15,543,840$132,136 0.9%175,8651.0%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$14,030,484$458,923 3.4%49,6500.9%Basic Materials
Medtronic PLC stock logo
MDT
Medtronic
$13,780,010$120,795 0.9%157,7690.9%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$13,064,181$261,069 -2.0%188,3050.9%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$11,847,287$585,021 5.2%29,2020.8%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$8,240,124$43,443 -0.5%76,4390.6%Energy
Global Payments Inc. stock logo
GPN
Global Payments
$7,379,663$614,131 -7.7%92,1300.5%Business Services
CVS Health Corporation stock logo
CVS
CVS Health
$7,066,683$8,003 0.1%102,4280.5%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$6,714,677$1,419,434 26.8%13,0610.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,609,079$184,093 2.9%22,7970.4%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,215,327$1,579,900 34.1%39,3400.4%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$6,044,032$151,088 -2.4%23,4820.4%Aerospace
State Street Corporation stock logo
STT
State Street
$5,195,985$69,121 -1.3%48,8620.3%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,087,263$321,728 6.8%5,1390.3%Retail/Wholesale
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,682,149$35,999 -0.8%35,1170.3%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$4,599,753$111,446 -2.4%24,7640.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,553,207$34,003 -0.7%33,4770.3%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$4,103,571$2,694 0.1%15,2300.3%Basic Materials
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$3,561,208$135,605 4.0%46,8770.2%Consumer Staples
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$3,495,405$18,041 0.5%72,6550.2%Basic Materials
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$3,206,679$77,681 2.5%9,2880.2%Basic Materials
RTX Corporation stock logo
RTX
RTX
$3,103,9470.0%21,2570.2%Aerospace
Visa Inc. stock logo
V
Visa
$3,088,580$458,725 17.4%8,6990.2%Business Services
Waters Corporation stock logo
WAT
Waters
$2,877,748$99,510 -3.3%8,2420.2%Medical
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$2,778,687$398,491 16.7%41,8730.2%Retail/Wholesale
3M Company stock logo
MMM
3M
$2,454,870$9,896 -0.4%16,1250.2%Multi-Sector Conglomerates
Woodside Energy Group Ltd stock logo
WDS
Woodside Energy Group
$2,291,905$144,277 -5.9%148,4970.2%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,242,686$103,173 -4.4%7,6080.2%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$2,085,850$22,387 -1.1%17,2370.1%Medical
GE VERNOVA LLC
$2,081,676$10,583 -0.5%3,9340.1%COM
Intel Corporation stock logo
INTC
Intel
$1,737,747$5,936 -0.3%77,5780.1%Computer and Technology
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$1,720,074$100,795 6.2%10,4950.1%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$1,596,913$237,048 17.4%8,0840.1%Medical
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$1,595,615$69,121 -4.2%13,9660.1%Transportation
S&P Global Inc. stock logo
SPGI
S&P Global
$1,561,8330.0%2,9620.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,497,0740.0%8,4950.1%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,435,239$391,136 37.5%6,2380.1%Transportation
Chubb Limited stock logo
CB
Chubb
$1,426,871$207,150 17.0%4,9250.1%Finance
Sysco Corporation stock logo
SYY
Sysco
$1,289,473$26,509 -2.0%17,0250.1%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,014,595$1,014,595 New Holding9,2800.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$918,1250.0%1,4860.1%Finance
Amgen Inc. stock logo
AMGN
Amgen
$850,753$10,331 -1.2%3,0470.1%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$849,430$218,152 34.6%3,1150.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$824,136$339,021 -29.1%33,9990.1%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$766,983$493,010 179.9%5,4450.1%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$751,320$751,320 New Holding9,0000.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$737,915$82,695 -10.1%2,6770.0%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$724,018$39,541 -5.2%7,9650.0%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$632,329$632,329 New Holding2,8500.0%Retail/Wholesale
AT&T Inc. stock logo
T
AT&T
$610,134$103,622 20.5%21,0910.0%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$599,6800.0%4,1880.0%Energy
Adobe Inc. stock logo
ADBE
Adobe
$581,4810.0%1,5030.0%Computer and Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$562,1920.0%12,1450.0%Medical
Shopify Inc. stock logo
SHOP
Shopify
$538,4530.0%4,6680.0%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$456,684$40,060 -8.1%5,7000.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$453,5340.0%1,2370.0%Retail/Wholesale
BLACKROCK INC
$435,439$435,439 New Holding4150.0%COM
Eaton Corporation, PLC stock logo
ETN
Eaton
$419,821$419,821 New Holding1,1760.0%Industrials
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$419,512$419,512 New Holding2,0500.0%Computer and Technology
Academy Sports and Outdoors, Inc. stock logo
ASO
Academy Sports and Outdoors
$408,561$22,953 6.0%8,9000.0%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$379,8210.0%1,3000.0%Retail/Wholesale
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$340,1120.0%1,0430.0%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$339,2660.0%3300.0%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$324,117$45,316 -12.3%1,5020.0%Finance
SOLVENTUM CORP
$322,851$3,261 -1.0%4,2570.0%COM SHS
Cintas Corporation stock logo
CTAS
Cintas
$317,5900.0%1,4250.0%Business Services
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$279,2030.0%1,2770.0%Finance
Unum Group stock logo
UNM
Unum Group
$264,0850.0%3,2700.0%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$258,331$258,331 New Holding3500.0%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$257,3220.0%2,4400.0%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$248,080$248,080 New Holding4,0000.0%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$234,8870.0%9500.0%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$234,0790.0%3770.0%ETF

Showing largest 100 holdings. View all holdings.
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