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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
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Inc Technology 521,022.0 $150.8M 9.16% -14K -2.6% $289.36 +7.9%
2 GOOG Alphabet Inc 422,142.0 $149.2M 9.06% -32K -7.1% $353.33
3 JNJ Johnson & Johnson Healthcare 460,889.0 $117.1M 7.11% -23K -4.8% $253.97 +7.7%
4 ADP Automatic Data Processing Inc Industrials 297,574.0 $66.6M 4.05% -7K -2.2% $223.95 +26.4%
5 CAT Caterpillar Inc Industrials 56,535.0 $60.2M 3.66% -4K -6.4% $1064.90 -24.0%
6 TJX TJX Cos Inc/The Consumer Cyclical 385,448.0 $58.4M 3.55% -8K -2.0% $151.50 -7.7%
7 KMI Kinder Morgan Inc Energy 1,797,300.0 $57.5M 3.49% -32K -1.7% $31.97 -3.4%
8 MRK Merck & Co Inc Healthcare 442,799.0 $56.9M 3.46% -9K -1.9% $128.50 +17.1%
9 FAST Fastenal Co Industrials 1,138,051.0 $54.7M 3.32% -14K -1.2% $48.03 +7.0%
10 PEP PepsiCo Inc Consumer Defensive 354,402.0 $48.0M 2.92% -3K -0.8% $135.40 +7.0%
11 KO Coca-Cola Co/The Consumer Defensive 427,580.0 $34.7M 2.11% -13K -2.9% $81.27 +12.9%
12 QCOM Qualcomm Inc Technology 171,553.0 $31.7M 1.93% -3K -1.7% $184.79 -14.4%
13 Berkshire Hathaway Inc 58,721.0 $29.4M 1.78% -3K -4.6% $500.39
14 NVO Novo Nordisk A/S Healthcare 477,675.0 $22.9M 1.39% -10K -2.0% $47.94 -2.6%
15 CSCO Cisco Systems Inc Technology 172,433.0 $20.3M 1.23% -10K -5.3% $117.46 -5.6%
16 FISV Fiserv Inc Technology 263,923.0 $12.9M 0.79% -42K -13.7% $49.05 +7.9%
17 MDT Medtronic PLC Healthcare 141,131.0 $11.0M 0.67% -17K -10.8% $78.23 +19.2%
18 INTC Intel Corp Technology 76,045.0 $10.6M 0.65% -671.0 -0.9% $139.63 -37.3%
19 XOM Exxon Mobil Corp Energy 72,265.0 $9.9M 0.60% -3K -4.0% $136.72 +19.1%
20 GE GE Aerospace Com Industrials 22,535.0 $8.4M 0.51% -594.0 -2.6% $373.73 -8.5%
Page 1 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%