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Portfolio (Quarterly) Guide ↗

NICHOLS & PRATT ADVISERS LLP /MA

· CIK 0001141781
13F Portfolio $1.6B AUM 195 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 27 Added 53 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 NOW SERVICENOW INC Technology 1,730 $265K 0.02% SOLD
2 AXP AMERICAN EXPRESS CO Financial Services 625 $231K 0.01% SOLD
3 HON HONEYWELL INTL INC Industrials 1,100 $215K 0.01% SOLD
4 GIS GENERAL MILLS INC Consumer Defensive 4,405 $205K 0.01% SOLD
Sector Allocation
Technology 24.6%
Healthcare 19.7%
Industrials 16.7%
Consumer Defensive 10.2%
Consumer Cyclical 7.9%
Financial Services 7.1%
Energy 5.0%
Basic Materials 4.6%
Communication Services 2.7%
Utilities 1.6%