Fund HoldingsNICHOLS & PRATT ADVISERS LLP /MA

Total Portfolio Value
$1.55B
Total Bought
$82.57M
Total Sold
$140.03M
Net Transaction
-$57.46M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JOHNSON & JOHNSON(JNJ)484,149469,541-14,608100,195114,7757.41%+14,580
KINDER MORGAN INC(KMI)1,829,0621,805,970-23,09250,28160,5543.91%+10,273
VERIZON COMMUNICATIONS INC(VZ)793,686798,733+5,04732,32740,0962.59%+7,770
FASTENAL CO(FAST)01,141,131+1,141,131052,9483.42%+52,948
CATERPILLAR INC(CAT)60,39257,721-2,67134,59740,8932.64%+6,296
MERCK & CO INC(MRK)451,621446,639-4,98247,53853,7263.47%+6,189
SPDR S&P MIDCAP 400 ETF TR(MDY)33533502026,0620.39%+5,859
LINDE PLC(LIN)61,63164,153+2,52226,27931,8042.05%+5,526
PEPSICO INC(PEP)357,347358,612+1,26551,28655,6893.59%+4,402
EXXON MOBIL CORP75,29374,908-3859,06112,7090.82%+3,648
AIR PRODUCTS AND CHEMICALS INC62,11663,655+1,53915,34418,4911.19%+3,147
COCA-COLA CO/THE(KO)440,205433,565-6,64030,77532,9732.13%+2,198
RENTOKIL INITIAL PLC(RTO)997,112998,337+1,22529,37531,4282.03%+2,053
SOUTHERN CO/THE(SO)0186,271+186,271017,9791.16%+17,979
ALCON AG(ALC)177,161203,015+25,85413,96215,2970.99%+1,335
TJX COS INC/THE(TJX)393,518386,623-6,89560,44861,7443.99%+1,295
KEYSIGHT TECHNOLOGIES INC(KEYS)11,96312,718+7552,4313,5910.23%+1,160
ISHARES TR32732702241,2390.08%+1,015
SYNOPSYS INC(SNPS)35,41144,474+9,06316,63317,6331.14%+1,000
WOODSIDE ENERGY GROUP LTD(WDS)145,864136,788-9,0762,2743,2660.21%+992
RTX CORP(RTX)21,60725,282+3,6753,9634,8770.31%+914
BHP GROUP LTD72,53972,689+1504,3795,2870.34%+908
COSTCO WHOLESALE CORP(COST)5,8275,952+1255,0255,9310.38%+906
GE VERNOVA INC(GEV)3,9123,902-102,5573,4060.22%+849
PROCTER & GAMBLE CO/THE(PG)0377,603+377,603054,5413.52%+54,541
IDEXX LABS INC(IDXX)01,000+1,00005620.04%+562
INTEL CORP(INTC)76,71676,601-1152,8313,3800.22%+550
RESTAURANT BRANDS INTERNATIONAL INC(QSR)53,63454,754+1,1203,6594,0460.26%+387
CHEVRON CORP(CVX)4,5184,51806899350.06%+246
NOVARTIS AG(NVS)17,34717,247-1002,3922,6340.17%+243
AGNICO EAGLE MINES LTD(AEM)01,050+1,05002130.01%+213
CHUBB LTD
COM
5,7145,841+1271,7831,9040.12%+120
AT&T INC(T)21,09121,879+7885246340.04%+110
PFIZER INC(PFE)22,70022,70005656370.04%+72
AMGEN INC(AMGN)2,8472,84709321,0020.06%+70
ECOLAB INC(ECL)15,37215,37204,0354,0890.26%+54
ABBOTT LABORATORIES041,870+41,87004,2990.28%+4,299
NEXTERA ENERGY INC(NEE)3,8373,83703083560.02%+48
EATON CORP PLC(ETN)1,1761,17603754210.03%+46
HONEYWELL INTL INC(HON)1,1001,10002152490.02%+34
COLGATE-PALMOLIVE CO(CL)5,0655,06504004320.03%+31
UNION PACIFIC CORP(UNP)6,2386,038-2001,4431,4650.09%+22
WW GRAINGER INC(GWW)21121102132300.01%+17
ILLINOIS TOOL WORKS INC(ITW)95095002342470.02%+13
MCDONALD'S CORP(MCD)1,2001,20003673730.02%+6
INDEPENDENT BANK CORP MASS(INDB)2,7502,75002012070.01%+6
ACADEMY SPORTS & OUTDOORS INC(ASO)10,3008,950-1,3505155050.03%-9
AFLAC INC(AFL)2,1402,040-1002362240.01%-12
UNUM GROUP(UNM)3,2703,27002532390.02%-15
MARSH & MCLENNAN COS INC(MRSH)1,2771,27702372210.01%-15
BRISTOL-MYERS SQUIBB CO(BMY)10,1458,675-1,4705475260.03%-21
SHERWIN-WILLIAMS CO/THE(SHW)9,3039,333+303,0142,9920.19%-23
HOME DEPOT INC/THE(HD)1,0751,050-253703450.02%-25
CINTAS CORP(CTAS)1,4251,42502682410.02%-27
CUMMINS INC(CMI)485405-802482180.01%-30
META PLATFORMS INC(META)35035002312000.01%-31
SYSCO CORP(SYY)15,77115,77101,1621,1250.07%-37
PALO ALTO NETWORKS INC(PANW)2,0502,05003783290.02%-49
ALNYLAM PHARMACEUTICALS INC(ALNY)1,0391,03904133440.02%-69
WELLS FARGO & CO(WFC)5,5005,50005134380.03%-75
ISHARES TR1,5851,425-1603903100.02%-80
EMERSON ELECTRIC CO(EMR)31,22730,987-2404,1444,0600.26%-85
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPD)12,29612,016-2801,8321,7210.11%-111
BROADCOM INC(AVGO)3,1673,16701,0969800.06%-116
ADOBE INC(ADBE)1,4281,42805003470.02%-153
ISHARES TR
CORE MSCI EAFE
9,0007,000-2,0008056340.04%-171
SHOPIFY INC(SHOP)4,6644,66407515530.04%-198
AMPHENOL CORP NEW1,5000-1,5002030-203
GENERAL MILLS INC(GIS)4,4050-4,4052050-205
BLACKROCK INC(BLK)455280-1754872690.02%-218
MORGAN STANLEY(MS)4,1953,195-1,0007455260.03%-219
AMERICAN EXPRESS CO(AXP)6250-6252310-231
3M CO(MMM)15,53515,510-252,4872,2530.15%-235
SERVICENOW INC(NOW)1,7300-1,7302650-265
DANAHER CORP(DHR)6,9766,928-481,5971,3140.08%-283
S&P GLOBAL INC(SPGI)2,9602,96001,5471,2590.08%-288
ISHARES TR3,5923,5920345500.00%-295
LOWE'S COS INC(LOW)2,8501,650-1,2006873900.03%-297
ABBVIE INC(ABBV)24,63224,432-2005,6285,3140.34%-314
NVIDIA CORP(NVDA)31,47031,47005,8695,4880.35%-381
SALESFORCE INC(CRM)3,1472,347-8008344380.03%-396
VISA INC(V)8,6978,69703,0502,6290.17%-422
INTERNATIONAL BUSINESS MACHINES CORP(IBM)8,2888,28802,4552,0090.13%-446
ALPHABET INC(GOOG)8,3707,520-8502,6202,1620.14%-457
STRYKER CORP(SYK)053,166+53,166017,4701.13%+17,470
CISCO SYSTEMS INC(CSCO)182,013173,613-8,40014,02013,4710.87%-550
GE AEROSPACE COM(GE)23,12923,114-157,1246,5590.42%-565
JPMORGAN CHASE & CO(JPM)22,73322,696-377,3256,6760.43%-649
WATERS CORP(WAT)6,7016,254-4472,5451,8620.12%-683
MCCORMICK & CO INC/MD(MKC)41,85540,355-1,5002,8512,0360.13%-815
SPDR S&P 500 ETF TRUST(SPY)1,5001,50001,0232070.01%-816
ISHARES TR11,2309,230-2,0001,3504650.03%-885
GLOBAL PAYMENTS INC(GPN)81,47172,013-9,4586,3064,8460.31%-1,459
THERMO FISHER SCIENTIFIC INC(TMO)41,71845,986+4,26824,17322,6031.46%-1,570
MEDTRONIC PLC(MDT)158,148156,416-1,73215,19213,5530.87%-1,638
BERKSHIRE HATHAWAY INC059,238+59,238028,3871.83%+28,387
AMAZON.COM INC(AMZN)202,451206,664+4,21346,73043,0422.78%-3,688
FISERV INC(FISV)0286,796+286,796016,0031.03%+16,003
ACCENTURE PLC
SHS CLASS A
50,22644,046-6,18013,4768,7340.56%-4,742
STATE STREET CORP(STT)47,89547,89506,1799760.06%-5,203
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