Fund Holdings — NICHOLS & PRATT ADVISERS LLP /MA

Total Portfolio Value
$1.58B
Total Bought
$136.26M
Total Sold
$58.46M
Net Transaction
+$77.79M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC CL C476,024474,140-1,88484,419115,4777.29%+31,058
APPLE INC(AAPL)541,338545,397+4,059111,183138,8748.77%+27,692
JOHNSON & JOHNSON(JNJ)506,541511,190+4,64977,47094,7855.99%+17,315
TJX COS INC(TJX)398,637402,777+4,14049,27858,2173.68%+8,939
FASTENAL CO(FAST)1,140,2581,153,474+13,21647,98156,5663.57%+8,585
THERMO FISHER SCIENTIFIC INC(TMO)29,20240,359+11,15711,84719,5751.24%+7,728
CATERPILLAR INC(CAT)70,31571,430+1,11527,29734,0832.15%+6,786
IQVIA HOLDINGS INC(IQV)112,919122,603+9,68417,83423,2871.47%+5,454
PEPSICO INC(PEP)355,456356,755+1,29947,01650,1033.16%+3,086
MICROSOFT CORP(MSFT)185,377183,358-2,01992,07794,9706.00%+2,893
MERCK & CO INC(MRK)448,751454,832+6,08135,61038,1742.41%+2,564
QUALCOMM INC(QCOM)165,334173,369+8,03526,33228,8421.82%+2,509
RENTOKIL INITIAL PLC SPONS ADR(RTO)823,231871,415+48,18419,77922,0031.39%+2,224
SYNOPSYS INC(SNPS)13,06116,991+3,9306,7158,3830.53%+1,669
BERKSHIRE HATHAWAY INC-CL B67,10267,680+57832,59834,0252.15%+1,427
MEDTRONIC PLC157,769157,878+10913,78015,0360.95%+1,256
LINDE PLC(LIN)58,22160,121+1,90027,31928,5571.80%+1,238
MASTERCARD INC CL A(MA)144,791145,265+47481,40982,6285.22%+1,219
VERIZON COMMUNICATIONS776,614790,316+13,70233,62634,7342.19%+1,108
ABBVIE INC(ABBV)24,76424,499-2654,6005,6720.36%+1,073
GE AEROSPACE(GE)23,48223,48206,0447,0640.45%+1,020
AMAZON.COM INC(AMZN)196,116200,581+4,46543,04644,0422.78%+996
INTEL CORP(INTC)77,57876,778-8001,7382,5760.16%+838
BHP GROUP LTD SPONS ADR72,65573,504+8493,4954,0980.26%+602
SOUTHERN COMPANY(SO)186,110186,548+43817,09117,6791.12%+588
JP MORGAN CHASE & CO(JPM)22,79722,79706,6097,1910.45%+582
ALPHABET INC CL A8,4958,49501,4972,0650.13%+568
RTX CORPORATION(RTX)21,25721,25703,1043,5570.22%+453
EXXON MOBIL CORP76,43977,029+5908,2408,6850.55%+445
STATE STREET CORP(STT)48,86248,395-4675,1965,6140.35%+418
NVIDIA CORP(NVDA)39,34035,340-4,0006,2156,5940.42%+378
GLOBAL PAYMENTS INC92,13093,214+1,0847,3807,7440.49%+365
GE VERNOVA LLC(GEV)3,9343,93402,0822,4190.15%+337
HONEYWELL INTERNATIONAL INC(HON)01,100+1,10002320.01%+232
VULCAN MATERIALS CO(VMC)0700+70002150.01%+215
CUMMINS INC(CMI)0485+48502050.01%+205
KEYSIGHT TECHNOLOGIES INC(KEYS)10,49510,920+4251,7201,9100.12%+190
SHOPIFY INC CL A(SHOP)4,6684,66805386940.04%+155
BROADCOM INC(AVGO)2,6772,67707388830.06%+145
ALNYLAM PHARMACEUTICALS INC(ALNY)1,0431,04303404760.03%+135
NOVARTIS AG SPONSORED ADR17,23717,23702,0862,2100.14%+125
CHUBB LTD4,9255,460+5351,4271,5410.10%+114
SYSCO CORP(SYY)17,02517,02501,2891,4020.09%+112
COSTCO WHOLESALE CORP NEW5,1395,616+4775,0875,1980.33%+111
ACADEMY SPORTS & OUTDOORS INC(ASO)8,90010,300+1,4004095150.03%+107
ISHARES CORE S&P SMALL-CAP ETF9,2809,28001,0151,1030.07%+88
LOWES COS INC(LOW)2,8502,85006327160.05%+84
SPDR S&P 500 ETF TRUST1,4861,48609189900.06%+72
ECOLAB INC(ECL)15,23015,23004,1044,1710.26%+67
ISHARES RUSSELL 2000 ETF1,5021,585+833243840.02%+59
CHEVRON CORPORATION(CVX)4,1884,18806006500.04%+51
BLACKROCK INC(BLK)41541504354840.03%+48
UNION PAC CORP(UNP)6,2386,23801,4351,4740.09%+39
ISHARES CORE MSCI EAFE ETF9,0009,00007517860.05%+34
WELLS FARGO & CO(WFC)5,7005,70004574780.03%+21
EATON CORP PLC(ETN)1,1761,17604204400.03%+20
NEXTERA ENERGY INC3,0373,03702112290.01%+18
ISHARES CORE S&P 500 ETF37737702342520.02%+18
MCDONALDS CORP(MCD)1,3001,30003803950.02%+15
SHERWIN WILLIAMS CO(SHW)9,2889,303+153,2073,2210.20%+15
ILLINOIS TOOL WKS INC(ITW)95095002352480.02%+13
SOLVENTUM CORP4,2574,564+3073233330.02%+10
AT&T INC(T)21,09121,941+8506106200.04%+9
AMGEN INC(AMGN)3,0473,04708518600.05%+9
AMERICAN EXPRESS CO(AXP)650625-252072080.01%0
META PLATFORMS INC CL A(META)35035002582570.02%-1
PALO ALTO NETWORKS INC(PANW)2,0502,05004204170.03%-2
ABBOTT LABS33,47733,977+5004,5534,5510.29%-2
GENERAL MLS INC(GIS)4,4054,40502282220.01%-6
UNUM GROUP(UNM)3,2703,27002642540.02%-10
RESTAURANT BRANDS INTERNATIONAL INC(QSR)41,87343,169+1,2962,7792,7690.17%-10
AFLAC INC(AFL)2,4402,140-3002572390.02%-18
WW GRAINGER INC(GWW)21121102192010.01%-18
MARSH & MCLENNAN COMPANIES INC(MRSH)1,2771,27702792570.02%-22
CINTAS CORP(CTAS)1,4251,42503182920.02%-25
3M CO16,12515,605-5202,4552,4220.15%-33
SERVICENOW INC(NOW)33033003393040.02%-36
HOME DEPOT INC(HD)1,2371,000-2374544050.03%-48
ADOBE INC1,5031,50305815300.03%-51
EXPEDITORS INTL WASH INC(EXPD)13,96612,596-1,3701,5961,5440.10%-51
INTL. BUSINESS MACHINES CORP(IBM)7,6087,688+802,2432,1690.14%-73
WOODSIDE ENERGY GROUP LTD SPONS ADR(WDS)148,497147,345-1,1522,2922,2180.14%-74
BRISTOL MYERS SQUIBB CO(BMY)12,14510,145-2,0005624580.03%-105
SALESFORCE INC3,1153,11508497380.05%-111
VISA INC CL A(V)8,6998,69903,0892,9700.19%-119
S&P GLOBAL INC(SPGI)2,9622,96201,5621,4420.09%-120
MORGAN STANLEY(MS)5,4453,945-1,5007676270.04%-140
AIR PRODUCTS & CHEMICALS INC49,65050,806+1,15614,03013,8560.88%-175
DANAHER CORP(DHR)8,0846,976-1,1081,5971,3830.09%-214
PFIZER INC(PFE)33,99923,200-10,7998245910.04%-233
ISHARES CORE S&P MID-CAP ETF4,0000-4,0002480—-248
COLGATE PALMOLIVE CO(CL)7,9655,065-2,9007244050.03%-319
EMERSON ELEC CO(EMR)35,11733,237-1,8804,6824,3600.28%-322
CISCO SYSTEMS INC(CSCO)188,305185,781-2,52413,06412,7110.80%-353
MCCORMICK & CO INC(MKC)46,87745,352-1,5253,5613,0350.19%-527
WATERS CORP(WAT)8,2427,301-9412,8782,1890.14%-689
STRYKER CORPORATION(SYK)50,70851,116+40820,07418,8961.19%-1,178
KINDER MORGAN INC1,811,4181,829,160+17,74253,17251,7843.27%-1,389
PROCTER & GAMBLE CO(PG)373,300376,167+2,86759,53657,7983.65%-1,738
COCA COLA CO(KO)443,522445,655+2,13331,38529,5561.87%-1,829
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NICHOLS & PRATT ADVISERS LLP /MA — 13F Holdings — Q3 2025 | TickerTrail