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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMY Bristol-Myers Squibb Co Healthcare 9,525.0 $549K 0.03% -620.0 -6.1% $57.62 +16.8%
42 IWM iShares Russell 2000 ETF 1,437.0 $432K 0.03% -148.0 -9.3% $300.45 -0.8%
43 ASO Academy Sports & Outdoors Inc Consumer Cyclical 8,950.0 $422K 0.03% -1K -13.1% $47.13 -2.1%
44 WFC Wells Fargo & Co Financial Services 5,100.0 $421K 0.03% -400.0 -7.3% $82.64 +2.5%
45 PFE Pfizer Inc Healthcare 17,200.0 $414K 0.03% -6K -24.2% $24.08 +16.2%
46 CL Colgate-Palmolive Co Consumer Defensive 3,975.0 $364K 0.02% -1K -21.5% $91.68 +0.9%
47 LOW Lowe's Cos Inc Consumer Cyclical 1,650.0 $364K 0.02% -1K -42.1% $220.49 -1.6%
48 HD Home Depot Inc/The Consumer Cyclical 956.0 $337K 0.02% -119.0 -11.1% $352.68 -4.3%
49 CMI Cummins Inc Industrials 405.0 $289K 0.02% -80.0 -16.5% $713.21 -19.9%
50 BLK BlackRock Inc Financial Services 295.0 $284K 0.02% -160.0 -35.2% $961.56 +21.9%
51 CRM Salesforce Inc Technology 1,657.0 $260K 0.02% -1K -47.4% $156.66 +33.4%
52 AFL Aflac Inc Financial Services 2,040.0 $239K 0.01% -100.0 -4.7% $117.25 +0.8%
53 ADBE Adobe Inc Technology 1,033.0 $212K 0.01% -395.0 -27.7% $205.02 +34.8%
Page 3 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%