Fund HoldingsNICHOLS & PRATT ADVISERS LLP /MA

Total Portfolio Value
$1.46B
Total Bought
$38.74M
Total Sold
$113.73M
Net Transaction
-$74.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
JOHNSON & JOHNSON(JNJ)0502,497+502,497082,9775.67%+82,977
VERIZON COMMUNICATIONS741,090764,566+23,47629,63634,6822.37%+5,046
BERKSHIRE HATHAWAY INC-CL B68,22667,154-1,07230,92535,7652.44%+4,839
SYNOPSYS INC(SNPS)010,300+10,30004,4320.30%+4,432
FISERV INC(FISV)333,133326,274-6,85968,43272,1044.92%+3,671
COCA COLA CO(KO)0442,722+442,722031,7092.17%+31,709
FASTENAL CO(FAST)572,624568,059-4,56541,17744,0563.01%+2,879
LINDE PLC(LIN)57,79457,831+3724,19726,9281.84%+2,732
MASTERCARD INC CL A(MA)146,440145,181-1,25977,11179,5835.44%+2,472
AUTOMATIC DATA PROCESSING INC320,507314,355-6,15293,82296,0646.56%+2,242
CVS HEALTH CORP(CVS)109,939102,312-7,6274,9356,9320.47%+1,996
ALCON INC174,070174,370+30014,77716,5001.13%+1,723
SOUTHERN COMPANY(SO)187,568184,767-2,80115,44116,9891.16%+1,549
KINDER MORGAN INC1,831,3291,803,086-28,24350,17851,4493.51%+1,271
MEDTRONIC PLC161,162156,386-4,77612,87414,0310.96%+1,158
EXXON MOBIL CORP77,01276,842-1708,2849,1390.62%+855
THERMO FISHER SCIENTIFIC INC(TMO)24,90827,760+2,85212,95813,8100.94%+852
BHP GROUP LTD SPONS ADR55,63972,280+16,6412,7173,5090.24%+792
GE AEROSPACE(GE)24,35824,069-2894,0634,8170.33%+755
STRYKER CORPORATION(SYK)50,30350,423+12018,11218,7821.28%+670
ABBVIE INC(ABBV)26,19925,364-8354,6565,3120.36%+656
RESTAURANT BRANDS INTERNATIONAL INC(QSR)26,92835,868+8,9401,7552,3910.16%+636
AIR PRODUCTS & CHEMICALS INC47,21348,026+81313,69414,1530.97%+459
ABBOTT LABS35,92733,727-2,2004,0644,4740.31%+410
RTX CORPORATION(RTX)21,35721,257-1002,4712,8160.19%+344
ECOLAB INC(ECL)15,12015,220+1003,5433,8590.26%+316
WOODSIDE ENERGY GROUP LTD SPONS ADR(WDS)127,579157,845+30,2661,9902,2880.16%+298
KEYSIGHT TECHNOLOGIES INC(KEYS)7,3759,880+2,5051,1851,4800.10%+295
3M CO16,19016,19002,0902,3780.16%+288
QUALCOMM INC(QCOM)157,784159,500+1,71624,23924,4971.67%+258
INTL. BUSINESS MACHINES CORP(IBM)7,9587,95801,7491,9790.14%+229
NOVARTIS AG SPONSORED ADR17,72217,422-3001,7251,9420.13%+218
MCCORMICK & CO INC(MKC)46,04245,092-9503,5103,7110.25%+201
INTEL CORP(INTC)82,74377,843-4,9001,6591,7680.12%+109
AMGEN INC(AMGN)3,3093,084-2258629610.07%+98
TJX COS INC(TJX)400,311397,627-2,68448,36248,4583.31%+96
ACADEMY SPORTS & OUTDOORS INC(ASO)5,6008,400+2,8003223880.03%+65
JP MORGAN CHASE & CO(JPM)22,45222,162-2905,3825,4360.37%+54
CHUBB LTD4,4224,210-2121,2221,2710.09%+50
UNION PAC CORP(UNP)4,5004,538+381,0261,0720.07%+46
CHEVRON CORPORATION(CVX)4,5384,188-3506577010.05%+43
MARSH & MCLENNAN COMPANIES INC(MRSH)1,2771,27702713120.02%+40
BRISTOL MYERS SQUIBB CO(BMY)12,54512,145-4007107410.05%+31
MCDONALDS CORP(MCD)1,3001,30003774060.03%+29
UNUM GROUP(UNM)3,2703,27002392660.02%+28
SCHLUMBERGER LTD(SLB)5,8645,86402252450.02%+20
AFLAC INC(AFL)2,4402,44002522710.02%+19
WELLS FARGO & CO(WFC)6,2006,20004354450.03%+10
ISHARES RUSSELL 2000 ETF1,5121,712+2003343420.02%+7
ISHARES CORE S&P 500 ETF349377+282052120.01%+6
CINTAS CORP(CTAS)1,6001,425-1752922930.02%+1
ILLINOIS TOOL WKS INC(ITW)95095002412360.02%-5
AT&T INC(T)22,07217,509-4,5635034950.03%-7
WW GRAINGER INC(GWW)21121102222080.01%-14
MORGAN STANLEY(MS)1,9451,94502452270.02%-18
HOME DEPOT INC(HD)1,2111,237+264714530.03%-18
SOLVENTUM CORP5,2814,300-9813493270.02%-22
COLGATE PALMOLIVE CO(CL)9,0008,400-6008187870.05%-31
NEXTERA ENERGY INC3,7773,337-4402712370.02%-34
GENERAL MLS INC(GIS)6,1555,955-2003933560.02%-36
SPDR S&P 500 ETF TRUST1,4861,48608718310.06%-40
ALNYLAM PHARMACEUTICALS INC(ALNY)1,3751,043-3323242820.02%-42
SERVICENOW INC(NOW)33033003502630.02%-87
GE VERNOVA LLC(GEV)4,0163,954-621,3211,2070.08%-114
PFIZER INC(PFE)50,60547,985-2,6201,3431,2160.08%-127
VISA INC CL A(V)8,7627,407-1,3552,7692,5960.18%-173
S&P GLOBAL INC(SPGI)3,3782,962-4161,6821,5050.10%-177
COSTCO WHOLESALE CORP NEW5,1844,814-3704,7504,5530.31%-197
AMERICAN EXPRESS CO(AXP)7000-7002080-208
SHERWIN WILLIAMS CO(SHW)9,9389,063-8753,3783,1660.22%-212
REPLIGEN CORP(RGEN)1,5050-1,5052170-217
STARBUCKS CORP(SBUX)2,4650-2,4652250-225
SHOPIFY INC CL A(SHOP)6,5004,668-1,8326914460.03%-245
AMERICAN TOWER CORP REIT1,3750-1,3752520-252
BROADCOM INC(AVGO)3,3002,977-3237654980.03%-267
SALESFORCE INC2,7552,315-4409216210.04%-300
CISCO SYSTEMS INC(CSCO)0192,068+192,068011,8530.81%+11,853
NIKE INC-CLASS B(NKE)4,8760-4,8763690-369
PROCTER & GAMBLE CO(PG)380,731372,231-8,50063,83063,4404.33%-390
WATERS CORP(WAT)9,6128,527-1,0853,5663,1410.21%-425
EXPEDITORS INTL WASH INC(EXPD)19,84114,571-5,2702,1981,7520.12%-446
ALPHABET INC CL A9,4958,495-1,0001,7971,3140.09%-484
SYSCO CORP(SYY)23,67517,375-6,3001,8101,3040.09%-506
EMERSON ELEC CO(EMR)35,51235,387-1254,4013,8800.26%-521
STATE STREET CORP(STT)52,23249,512-2,7205,1274,4330.30%-694
DANAHER CORP(DHR)9,1846,884-2,3002,1081,4110.10%-697
PEPSICO INC(PEP)0350,517+350,517052,5503.59%+52,550
INTUIT INC(INTU)49,61949,489-13031,18630,3852.08%-801
NVIDIA CORP(NVDA)31,94029,340-2,6004,2893,1800.22%-1,109
GLOBAL PAYMENTS INC101,95799,797-2,16011,4259,7730.67%-1,652
RENTOKIL INITIAL PLC SPONS ADR(RTO)793,679800,103+6,42420,09618,3311.25%-1,765
ADOBE INC5,4261,503-3,9232,4135760.04%-1,836
IQVIA HOLDINGS INC(IQV)109,144111,188+2,04421,44819,5661.34%-1,882
CATERPILLAR INC(CAT)069,895+69,895023,0511.57%+23,051
MERCK & CO INC(MRK)0447,663+447,663040,0962.74%+40,096
ASPEN TECHNOLOGY INC23,0360-23,0365,7500-5,750
ACCENTURE PLC CL A77,18467,929-9,25527,15321,1971.45%-5,956
AMAZON.COM INC(AMZN)195,989193,981-2,00842,99836,9412.52%-6,057
NOVO NORDISK AS SPONS ADR(NVO)0481,314+481,314033,3752.28%+33,375
MICROSOFT CORP(MSFT)183,909184,761+85277,51869,5224.75%-7,996
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