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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 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASO Academy Sports & Outdoors Inc Consumer Cyclical 8,950.0 $422K 0.03% -1K -13.1% $47.13 -2.1%
82 WFC Wells Fargo & Co Financial Services 5,100.0 $421K 0.03% -400.0 -7.3% $82.64 +2.5%
83 PFE Pfizer Inc Healthcare 17,200.0 $414K 0.03% -6K -24.2% $24.08 +16.2%
84 NEE NextEra Energy Inc Utilities 4,437.0 $389K 0.02% +600.0 +15.6% $87.77 -4.2%
85 EFA iShares MSCI EAFE ETF 3,592.0 $373K 0.02% $103.88 +4.0%
86 CL Colgate-Palmolive Co Consumer Defensive 3,975.0 $364K 0.02% -1K -21.5% $91.68 +0.9%
87 LOW Lowe's Cos Inc Consumer Cyclical 1,650.0 $364K 0.02% -1K -42.1% $220.49 -1.6%
88 HD Home Depot Inc/The Consumer Cyclical 956.0 $337K 0.02% -119.0 -11.1% $352.68 -4.3%
89 VOO Vanguard S&P 500 ETF 482.0 $331K 0.02% NEW $686.81 +2.2%
90 MCD McDonald's CORP Consumer Cyclical 1,200.0 $324K 0.02% $270.31 +0.8%
91 ALNY Alnylam Pharmaceuticals Inc Healthcare 1,039.0 $313K 0.02% $301.03 -21.6%
92 UNM Unum Group Financial Services 3,270.0 $292K 0.02% $89.40 +0.1%
93 CMI Cummins Inc Industrials 405.0 $289K 0.02% -80.0 -16.5% $713.21 -19.9%
94 GWW WW Grainger Inc Industrials 211.0 $287K 0.02% $1360.40 -2.8%
95 BLK BlackRock Inc Financial Services 295.0 $284K 0.02% -160.0 -35.2% $961.56 +21.9%
96 TRGP Targa Resources Corp Energy 1,000.0 $268K 0.02% NEW $268.14 +9.7%
97 ROK Rockwell Automation Inc Industrials 540.0 $267K 0.02% NEW $495.08 -13.2%
98 APH Amphenol Corp Technology 1,500.0 $264K 0.02% $176.32 -11.8%
99 CRM Salesforce Inc Technology 1,657.0 $260K 0.02% -1K -47.4% $156.66 +33.4%
100 ITW Illinois Tool Works Inc Industrials 950.0 $257K 0.02% $270.47 +5.0%
Page 5 of 6  ·  109 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%