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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 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BHP BHP Group Ltd Basic Materials 71,989.0 $6.0M 0.36% -550.0 -0.8% $83.31 +16.6%
22 ACN Accenture PLC Technology 39,323.0 $4.9M 0.30% -11K -21.7% $124.44 +49.9%
23 GPN Global Payments Inc Industrials 67,218.0 $4.9M 0.30% -14K -17.5% $72.56 +30.0%
24 GEV GE Vernova Inc Utilities 3,830.0 $4.5M 0.27% -82.0 -2.1% $1174.86 -19.8%
25 EMR Emerson Electric Co Industrials 30,137.0 $4.3M 0.26% -1K -3.5% $143.15 +10.1%
26 SHW Sherwin-Williams Co/The Basic Materials 9,078.0 $3.1M 0.19% -225.0 -2.4% $344.32 +0.7%
27 WDS Woodside Energy Group Ltd Energy 135,281.0 $2.6M 0.16% -11K -7.3% $19.32 +23.2%
28 GOOGL Alphabet Inc Communication Services 7,070.0 $2.5M 0.15% -1K -15.5% $357.37 -2.6%
29 WAT Waters Corp Healthcare 6,265.0 $2.3M 0.14% -436.0 -6.5% $375.04 +9.5%
30 IBM International Business Machines Corp Technology 8,203.0 $2.3M 0.14% -85.0 -1.0% $281.21 -17.8%
31 MMM 3M Co Industrials 14,030.0 $2.3M 0.14% -2K -9.7% $161.91 +10.6%
32 EXPD Expeditors International of Washington Inc Industrials 12,016.0 $2.0M 0.12% -280.0 -2.3% $162.98 +15.2%
33 MKC McCormick & Co Inc/MD Consumer Defensive 33,627.0 $1.7M 0.10% -8K -19.7% $50.42 +11.5%
34 UNP Union Pacific Corp Industrials 6,088.0 $1.7M 0.10% -150.0 -2.4% $272.00 +13.9%
35 IJR iShares Core S&P Small-Cap ETF 9,630.0 $1.4M 0.09% -2K -14.2% $148.31 -1.0%
36 DHR Danaher Corp Healthcare 6,928.0 $1.3M 0.08% -48.0 -0.7% $190.48 +13.0%
37 AVGO Broadcom INC Technology 3,142.0 $1.2M 0.07% -25.0 -0.8% $377.75 -5.0%
38 SYY Sysco Corp Consumer Defensive 13,773.0 $1.2M 0.07% -2K -12.7% $83.58 +0.3%
39 IEFA iShares Core MSCI EAFE ETF 7,000.0 $676K 0.04% -2K -22.2% $96.58 +4.2%
40 MS Morgan Stanley Financial Services 2,945.0 $616K 0.04% -1K -29.8% $209.04 +2.4%
Page 2 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%