Fund Holdings — NICHOLS & PRATT ADVISERS LLP /MA

Total Portfolio Value
$1.60B
Total Bought
$42.46M
Total Sold
$127.78M
Net Transaction
-$85.32M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
ALPHABET INC(GOOG)474,140454,563-19,577115,477142,6428.92%+27,165
MERCK & CO INC(MRK)454,832451,621-3,21138,17447,5382.97%+9,364
SYNOPSYS INC(SNPS)16,99135,411+18,4208,38316,6331.04%+8,250
RENTOKIL INITIAL PLC(RTO)871,415997,112+125,69722,00329,3751.84%+7,372
APPLE INC(AAPL)545,397535,089-10,308138,874145,4699.10%+6,595
JOHNSON & JOHNSON(JNJ)511,190484,149-27,04194,785100,1956.26%+5,410
IQVIA HOLDINGS INC(IQV)122,603123,745+1,14223,28727,8931.74%+4,606
THERMO FISHER SCIENTIFIC INC(TMO)40,35941,718+1,35919,57524,1731.51%+4,599
AMAZON.COM INC(AMZN)200,581202,451+1,87044,04246,7302.92%+2,688
TJX COS INC/THE(TJX)402,777393,518-9,25958,21760,4483.78%+2,231
AIR PRODUCTS AND CHEMICALS INC50,80662,116+11,31013,85615,3440.96%+1,488
CISCO SYSTEMS INC(CSCO)185,781182,013-3,76812,71114,0200.88%+1,309
COCA-COLA CO/THE(KO)445,655440,205-5,45029,55630,7751.92%+1,219
PEPSICO INC(PEP)356,755357,347+59250,10351,2863.21%+1,184
QUALCOMM INC(QCOM)173,369174,574+1,20528,84229,8611.87%+1,019
RESTAURANT BRANDS INTERNATIONAL INC(QSR)43,16953,634+10,4652,7693,6590.23%+891
ALCON AG(ALC)177,137177,161+2413,19813,9620.87%+764
STATE STREET CORP(STT)48,39547,895-5005,6146,1790.39%+565
ALPHABET INC(GOOG)8,4958,370-1252,0652,6200.16%+555
KEYSIGHT TECHNOLOGIES INC(KEYS)10,92011,963+1,0431,9102,4310.15%+521
CATERPILLAR INC(CAT)71,43060,392-11,03834,08334,5972.16%+514
RTX CORP(RTX)21,25721,607+3503,5573,9630.25%+406
EXXON MOBIL CORP77,02975,293-1,7368,6859,0610.57%+376
WATERS CORP(WAT)7,3016,701-6002,1892,5450.16%+356
ISHARES TR03,592+3,59203450.02%+345
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPD)12,59612,296-3001,5441,8320.11%+288
INTERNATIONAL BUSINESS MACHINES CORP(IBM)7,6888,288+6002,1692,4550.15%+286
BHP GROUP LTD73,50472,539-9654,0984,3790.27%+281
INTEL CORP(INTC)76,77876,716-622,5762,8310.18%+255
ISHARES TR9,28011,230+1,9501,1031,3500.08%+247
CHUBB LTD
COM
5,4605,714+2541,5411,7830.11%+242
MASTERCARD INC(MA)145,265145,132-13382,62882,8535.18%+225
DANAHER CORP(DHR)6,9766,97601,3831,5970.10%+214
BROADCOM INC(AVGO)2,6773,167+4908831,0960.07%+213
AMPHENOL CORP NEW01,500+1,50002030.01%+203
SPDR S&P MIDCAP 400 ETF TR(MDY)0335+33502020.01%+202
INDEPENDENT BANK CORP MASS02,750+2,75002010.01%+201
NOVARTIS AG(NVS)17,23717,347+1102,2102,3920.15%+181
MEDTRONIC PLC(MDT)157,878158,148+27015,03615,1920.95%+155
GE VERNOVA INC(GEV)3,9343,912-222,4192,5570.16%+138
JPMORGAN CHASE & CO(JPM)22,79722,733-647,1917,3250.46%+134
MORGAN STANLEY(MS)3,9454,195+2506277450.05%+118
S&P GLOBAL INC(SPGI)2,9622,960-21,4421,5470.10%+105
SALESFORCE INC(CRM)3,1153,147+327388340.05%+95
BRISTOL-MYERS SQUIBB CO(BMY)10,14510,14504585470.03%+90
VISA INC(V)8,6998,697-22,9703,0500.19%+80
NEXTERA ENERGY INC(NEE)3,0373,837+8002293080.02%+79
AMGEN INC(AMGN)3,0472,847-2008609320.06%+72
3M CO(MMM)15,60515,535-702,4222,4870.16%+66
GE AEROSPACE COM(GE)23,48223,129-3537,0647,1240.45%+61
SHOPIFY INC(SHOP)4,6684,664-46947510.05%+57
WOODSIDE ENERGY GROUP LTD(WDS)147,345145,864-1,4812,2182,2740.14%+56
CUMMINS INC(CMI)48548502052480.02%+43
CHEVRON CORP(CVX)4,1884,518+3306506890.04%+38
WELLS FARGO & CO(WFC)5,7005,500-2004785130.03%+35
SPDR S&P 500 ETF TRUST(SPY)1,4861,500+149901,0230.06%+33
AMERICAN EXPRESS CO(AXP)62562502082310.01%+24
ISHARES TR
CORE MSCI EAFE
9,0009,00007868050.05%+19
WW GRAINGER INC(GWW)21121102012130.01%+12
ISHARES TR1,5851,58503843900.02%+7
BLACKROCK INC(BLK)415455+404844870.03%+3
ACADEMY SPORTS & OUTDOORS INC(ASO)10,30010,30005155150.03%-1
UNUM GROUP(UNM)3,2703,27002542530.02%-1
AFLAC INC(AFL)2,1402,14002392360.01%-3
COLGATE-PALMOLIVE CO(CL)5,0655,06504054000.03%-5
ILLINOIS TOOL WORKS INC(ITW)95095002482340.01%-14
HONEYWELL INTL INC(HON)1,1001,10002322150.01%-17
GENERAL MILLS INC(GIS)4,4054,40502222050.01%-17
MARSH & MCLENNAN COS INC(MRSH)1,2771,27702572370.01%-20
CINTAS CORP(CTAS)1,4251,42502922680.02%-24
PFIZER INC(PFE)23,20022,700-5005915650.04%-26
META PLATFORMS INC(META)35035002572310.01%-26
MCDONALD'S CORP(MCD)1,3001,200-1003953670.02%-28
ISHARES TR377327-502522240.01%-28
LOWE'S COS INC(LOW)2,8502,85007166870.04%-29
ADOBE INC(ADBE)1,5031,428-755305000.03%-30
UNION PACIFIC CORP(UNP)6,2386,23801,4741,4430.09%-32
HOME DEPOT INC/THE(HD)1,0001,075+754053700.02%-35
SERVICENOW INC(NOW)3301,730+1,4003042650.02%-39
PALO ALTO NETWORKS INC(PANW)2,0502,05004173780.02%-40
ABBVIE INC(ABBV)24,49924,632+1335,6725,6280.35%-44
ALNYLAM PHARMACEUTICALS INC(ALNY)1,0431,039-44764130.03%-62
EATON CORP PLC(ETN)1,1761,17604403750.02%-66
AT&T INC(T)21,94121,091-8506205240.03%-96
ECOLAB INC(ECL)15,23015,372+1424,1714,0350.25%-135
COSTCO WHOLESALE CORP(COST)5,6165,827+2115,1985,0250.31%-173
MCCORMICK & CO INC/MD(MKC)45,35241,855-3,4973,0352,8510.18%-184
ACCENTURE PLC
SHS CLASS A
55,45650,226-5,23013,67513,4760.84%-200
SHERWIN-WILLIAMS CO/THE(SHW)9,3039,30303,2213,0140.19%-207
VULCAN MATERIALS CO(VMC)7000-7002150—-215
EMERSON ELECTRIC CO(EMR)33,23731,227-2,0104,3604,1440.26%-216
SYSCO CORP(SYY)17,02515,771-1,2541,4021,1620.07%-240
CVS HEALTH CORP(CVS)3,1830-3,1832400—-240
ABBOTT LABORATORIES33,97733,920-574,5514,2500.27%-301
SOLVENTUM CORP4,5640-4,5643330—-333
NVIDIA CORP(NVDA)35,34031,470-3,8706,5945,8690.37%-725
STRYKER CORP(SYK)51,11651,146+3018,89617,9761.12%-920
INTUIT INC(INTU)50,88750,802-8534,75133,6522.10%-1,099
SOUTHERN CO/THE(SO)186,548186,548017,67916,2671.02%-1,412
GLOBAL PAYMENTS INC(GPN)93,21481,471-11,7437,7446,3060.39%-1,438
Page 1 of 2
NICHOLS & PRATT ADVISERS LLP /MA — 13F Holdings — Q4 2025 | TickerTrail