NICHOLS & PRATT ADVISERS LLP /MA
Sector Allocation
- Technology37.5%$630.3M
- Healthcare19.7%$330.7M
- Financials8.8%$147.4M
- Consumer Staples8.5%$142.1M
- Industrials7.5%$126.2M
- Consumer Discretionary6.5%$109.7M
- Energy4.3%$72.0M
- Materials3.7%$62.7M
- Communication Services2.2%$37.2M
- Utilities0.9%$15.6M
AUM History
13fpro.ai/research/fund/nichols-and-pratt-advisers-llp-ma-1141781
Conviction and streaks
Stable · top 10 = 53.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$159.2MGOOGL
$138.4MJNJ
$111.3MMSFT
$100.1MMA
$81.0MADP
$76.6MMRK
$63.4MFAST
$56.7MKMI
$54.3MPG
$53.7MAMZN
$52.2MTJX
$51.4MPEP
$43.6MCAT
$42.6MVZ
$36.5MKO
$36.4MIQV
$35.4MQCOM
$33.7MTMO
$31.8MLIN
$30.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/nichols-and-pratt-advisers-llp-ma-1141781
NICHOLS & PRATT ADVISERS LLP /MA 13F holdings — Q3 2026
$1.7B portfolio (+2.0% QoQ) · 110 holdings · Q3 2026 13F · top 10 are 53% of the stock portfolio
$159.2M
9.5% of stocks
-7%This quarter+0.8%Since filed11+ qtrsHeld$138.4M
8.2% of stocks
+5745%This quarter-10.1%Since filed11+ qtrsHeld$111.3M
6.6% of stocks
-7%This quarter+7.1%Since filed11+ qtrsHeldAIQuality69.2#265Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$100.1M
6.0% of stocks
+3%This quarter-2.0%Since filed11+ qtrsHeld$81.0M
4.8% of stocks
-0.3%This quarter+1.4%Since filed11+ qtrsHeld$76.6M
4.6% of stocks
-2%This quarter+9.1%Since filed11+ qtrsHeld$63.4M
3.8% of stocks
-0.5%This quarter-1.0%Since filed11+ qtrsHeld$56.7M
3.4% of stocks
-0.7%This quarter+2.0%Since filed11+ qtrsHeld$54.3M
3.2% of stocks
-1.0%This quarter+1.5%Since filed11+ qtrsHeld$53.7M
3.2% of stocks
-0.6%This quarter+4.5%Since filed11+ qtrsHeld
All holdings — NICHOLS & PRATT ADVISERS LLP /MA (Q3 2026)
110 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $52.2M | 3.1% | 210K | -0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $51.4M | 3.1% | 384K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | PEPSICO INC | Consumer Staples | $43.6M | 2.6% | 347K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CATERPILLAR INC | Industrials | $42.6M | 2.5% | 52K | -9% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | VERIZON COMMUNICATIONS INC | Communication Services | $36.5M | 2.2% | 795K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | COCA COLA CO | Consumer Staples | $36.4M | 2.2% | 423K | -1% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | IQVIA HOLDINGS INC. | Healthcare | $35.4M | 2.1% | 136K | +0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | QUALCOMM INC/DE | Technology | $33.7M | 2.0% | 185K | +8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $31.8M | 1.9% | 49K | +2% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | LINDE PLC | Materials | $30.7M | 1.8% | 65K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $29.8M | 1.8% | 60K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SYNOPSYS INC | Technology | $25.9M | 1.5% | 53K | +8% | 7 qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | RENTOKIL INITIAL PLC /FIadr | Technology | $20.0M | 1.2% | 1.01M | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CISCO SYSTEMS, INC. | Technology | $18.0M | 1.1% | 166K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | STRYKER CORP | Healthcare | $17.8M | 1.1% | 65K | +14% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ALC | ALCON INC | Healthcare | $17.5M | 1.0% | 274K | +29% | |||
| 27 | $APD | Air Products & Chemicals, Inc. | Materials | $17.5M | 1.0% | 64K | +1% | |||
| 28 | $NVO | NOVO NORDISK A S | Healthcare | $17.1M | 1.0% | 458K | -4% | |||
| 29 | $SO | SOUTHERN CO | Utilities | $15.3M | 0.9% | 184K | -2% | |||
| 30 | $INTU | INTUIT INC. | Technology | $14.5M | 0.9% | 51K | +0.7% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $11.3M | 0.7% | 69K | -4% | |||
| 32 | $META | Meta Platforms, Inc. | Technology | $10.3M | 0.6% | 14K | +277% | |||
| 33 | $MDT | Medtronic plc | Healthcare | $9.9M | 0.6% | 115K | -19% | |||
| 34 | $INTC | INTEL CORP | Technology | $8.8M | 0.5% | 73K | -4% | |||
| 35 | $STT | STATE STREET CORP | Financials | $8.3M | 0.5% | 48K | — | |||
| 36 | $JPM | JPMORGAN CHASE & CO | Financials | $8.1M | 0.5% | 24K | +7% | |||
| 37 | $ACN | Accenture plc | Technology | $7.9M | 0.5% | 37K | -6% | |||
| 38 | $ABBV | AbbVie Inc. | Healthcare | $7.2M | 0.4% | 28K | +12% | |||
| 39 | $NVDA | NVIDIA CORP | Technology | $7.0M | 0.4% | 31K | -5% | |||
| 40 | $GE | GENERAL ELECTRIC CO | Industrials | $6.9M | 0.4% | 22K | -1% | |||
| 41 | $FISV | FISERV INC | Financials | $6.8M | 0.4% | 150K | -43% | |||
| 42 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.2M | 0.4% | 6,727 | +12% | |||
| 43 | $BHP | BHP Group Ltd | Materials | $6.1M | 0.4% | 72K | +0.0% | |||
| 44 | $GPN | GLOBAL PAYMENTS INC | Financials | $5.3M | 0.3% | 66K | -1% | |||
| 45 | $KEYS | Keysight Technologies, Inc. | Technology | $4.6M | 0.3% | 12K | -2% | |||
| 46 | $RTX | RTX Corp | Industrials | $4.6M | 0.3% | 25K | -0.2% | |||
| 47 | $ECL | ECOLAB INC. | Materials | $4.6M | 0.3% | 17K | +0.7% | |||
| 48 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.6M | 0.3% | 29K | -4% | |||
| 49 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.3M | 0.3% | 45K | +14% | |||
| 50 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $3.9M | 0.2% | 55K | +0.7% | |||
| 51 | $GEV | GE Vernova Inc. | Industrials | $3.8M | 0.2% | 3,894 | +2% | |||
| 52 | $SHW | SHERWIN WILLIAMS CO | Materials | $3.6M | 0.2% | 11K | +23% | |||
| 53 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $3.5M | 0.2% | 8,730 | New | |||
| 54 | $V | VISA INC. | Financials | $3.2M | 0.2% | 8,787 | +0.2% | |||
| 55 | $WDS | WOODSIDE ENERGY GROUP LTD | Energy | $3.0M | 0.2% | 135K | +0.1% | |||
| 56 | $CVX | CHEVRON CORP | Energy | $2.9M | 0.2% | 14K | +95% | |||
| 57 | $WAT | WATERS CORP /DE/ | Healthcare | $2.7M | 0.2% | 6,265 | — | |||
| 58 | $NVS | NOVARTIS AG | Healthcare | $2.4M | 0.1% | 17K | -3% | |||
| 59 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $2.3M | 0.1% | 12K | — | |||
| 60 | $MMM | 3M CO | Healthcare | $2.2M | 0.1% | 14K | -2% | |||
| 61 | $CB | Chubb Ltd | Financials | $2.0M | 0.1% | 6,115 | +2% | |||
| 62 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.9M | 0.1% | 8,203 | — | |||
| 63 | $TDG | TransDigm Group INC | Industrials | $1.8M | 0.1% | 1,603 | New | |||
| 64 | $UNP | UNION PACIFIC CORP | Industrials | $1.6M | 0.1% | 5,838 | -4% | |||
| 65 | $MKC | MCCORMICK & CO INC | Consumer Staples | $1.4M | 0.1% | 31K | -7% | |||
| 66 | — | iShares Core S&P Small-Cap ETF - CORE S&P SCP ETF | — | $1.4M | 0.1% | 10K | +4% | |||
| 67 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.2M | 0.1% | 5,600 | -19% | |||
| 68 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.1% | 2,847 | -2% | |||
| 69 | $SPGI | S&P Global Inc. | Financials | $1.1M | 0.1% | 2,960 | — | |||
| 70 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.1% | 1,500 | — | |||
| 71 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.1% | 3,142 | — | |||
| 72 | $SYY | SYSCO CORP | Consumer Discretionary | $888K | 0.1% | 11K | -17% | |||
| 73 | $PANW | Palo Alto Networks Inc | Technology | $876K | 0.1% | 2,210 | +4% | |||
| 74 | — | iShares MSCI EAFE ETF - MSCI EAFE ETF | — | $777K | 0.1% | 7,558 | +110% | |||
| 75 | — | iShares Core MSCI EAFE ETF - CORE MSCI EAFE | — | $769K | 0.1% | 8,011 | +14% | |||
| 76 | — | iShares Russell 2000 ETF - RUSSELL 2000 ETF | — | $722K | 0.0% | 2,587 | +80% | |||
| 77 | $SHOP | SHOPIFY INC. | Technology | $665K | 0.0% | 4,462 | -4% | |||
| 78 | $T | AT&T INC. | Communication Services | $612K | 0.0% | 25K | — | |||
| 79 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $585K | 0.0% | 9,525 | — | |||
| 80 | $ETN | Eaton Corp plc | Industrials | $567K | 0.0% | 1,296 | +5% | |||
| 81 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $518K | 0.0% | 1,000 | — | |||
| 82 | $PFE | PFIZER INC | Healthcare | $436K | 0.0% | 16K | -10% | |||
| 83 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $409K | 0.0% | 5,100 | — | |||
| 84 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $370K | 0.0% | 4,373 | +10% | |||
| 85 | $CRM | Salesforce, Inc. | Technology | $369K | 0.0% | 1,557 | -6% | |||
| 86 | $MS | MORGAN STANLEY | Financials | $366K | 0.0% | 1,945 | -34% | |||
| 87 | — | iShares Russell 1000 Growth ETF - RUS 1000 GRW ETF | — | $352K | 0.0% | 2,800 | New | |||
| 88 | — | Vanguard S&P 500 ETF - S&P 500 ETF SHS | — | $339K | 0.0% | 482 | — | |||
| 89 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $301K | 0.0% | 1,650 | — | |||
| 90 | $UNM | Unum Group | Financials | $288K | 0.0% | 3,270 | — | |||
| 91 | $MCK | MCKESSON CORP | Consumer Staples | $288K | 0.0% | 320 | New | |||
| 92 | $TRGP | Targa Resources Corp. | Energy | $279K | 0.0% | 1,000 | — | |||
| 93 | $CTAS | CINTAS CORP | Consumer Discretionary | $279K | 0.0% | 1,425 | — | |||
| 94 | $MCD | MCDONALDS CORP | Consumer Discretionary | $278K | 0.0% | 1,200 | — | |||
| 95 | $NEE | NEXTERA ENERGY INC | Utilities | $278K | 0.0% | 3,637 | -18% | |||
| 96 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $270K | 0.0% | 211 | — | |||
| 97 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $270K | 0.0% | 956 | — | |||
| 98 | $APH | AMPHENOL CORP /DE/ | Technology | $257K | 0.0% | 3,000 | +100% | |||
| 99 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $257K | 0.0% | 580 | +7% | |||
| 100 | $WMT | Walmart Inc. | Consumer Staples | $244K | 0.0% | 2,344 | New | |||
| 101 | $ALNY | ALNYLAM PHARMACEUTICALS, INC. | Healthcare | $240K | 0.0% | 1,039 | — | |||
| 102 | $AFL | AFLAC INC | Financials | $227K | 0.0% | 2,040 | — | |||
| 103 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $222K | 0.0% | 335 | — | |||
| 104 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $219K | 0.0% | 1,277 | — | |||
| 105 | $INDB | INDEPENDENT BANK CORP | Financials | $217K | 0.0% | 2,750 | — | |||
| 106 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $215K | 0.0% | 825 | -13% | |||
| 107 | $CMI | CUMMINS INC | Industrials | $209K | 0.0% | 405 | — | |||
| 108 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $208K | 0.0% | 280 | — | |||
| 109 | $MPC | Marathon Petroleum Corp | Energy | $202K | 0.0% | 480 | New | |||
| 110 | $VMC | Vulcan Materials CO | Materials | $200K | 0.0% | 820 | +8% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 37 added to, 41 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$ISRGINTUITIVE SURGICAL INC$3.5M
first bought this quarter
$TDGTransDigm Group INC$1.8M
first bought this quarter
- iShares Russell 1000 Growth ETF - RUS 1000 GRW ETF$352K
first bought this quarter
$MCKMCKESSON CORP$288K
first bought this quarter
$WMTWalmart Inc.$244K
first bought this quarter
$MPCMarathon Petroleum Corp$202K
first bought this quarter
Added to (37)
now $138.4M · held 11+ qtrs
$METAMeta Platforms, Inc.+277%
now $10.3M · held 6 qtrs, 2 adds in a row
$ALCALCON INC+29%
now $17.5M · held 11+ qtrs, 3 adds in a row
now $100.1M · held 11+ qtrs, 3 adds in a row
now $33.7M · held 11+ qtrs
$SYKSTRYKER CORP+14%
now $17.8M · held 11+ qtrs, 3 adds in a row
+31 more in the Excel export
Trimmed (41)
now $159.2M · held 11+ qtrs, 4 trims in a row
now $111.3M · held 11+ qtrs, 4 trims in a row
$FISVFISERV INC-43%
now $6.8M · held 11+ qtrs, 4 trims in a row
now $42.6M · held 11+ qtrs, 4 trims in a row
$MDTMedtronic plc-19%
now $9.9M · held 11+ qtrs, 3 trims in a row
now $76.6M · held 11+ qtrs
+35 more in the Excel export
Holdings by quarter
Every 13F NICHOLS & PRATT ADVISERS LLP /MA has filed, 42 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of NICHOLS & PRATT ADVISERS LLP's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.6%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 14% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
NICHOLS & PRATT ADVISERS LLP /MA disclosed 110 positions worth $1.7B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 9.5% of the equity portfolio, followed by $GOOGL and $JNJ. During the quarter the fund opened 6 new positions and exited 4 — including a new stake in $ISRG and a full exit from $ASO. The portfolio is most concentrated in Technology (37.5% of disclosed assets). All figures are sourced directly from NICHOLS & PRATT ADVISERS LLP /MA’s Form 13F-HR filing with the SEC under CIK 1141781.
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AI-Powered Hedge Fund Analysis: NICHOLS & PRATT ADVISERS LLP /MA
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