Latest NICHOLS & PRATT ADVISERS LLP /MA Stock Portfolio

NICHOLS & PRATT ADVISERS LLP /MA Performance:

2025 Q4: 1.94%YTD: 4.93%2024: 12.89%

Performance for 2025 Q4 is 1.94%, and YTD is 4.93%, and 2024 is 12.89%.

About NICHOLS & PRATT ADVISERS LLP /MA and 13F Hedge Fund Stock Holdings

On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, NICHOLS & PRATT ADVISERS LLP /MA reported an equity portfolio of $1.6 Billions as of 31 Dec, 2025.

The top stock holdings of NICHOLS & PRATT ADVISERS LLP /MA are AAPL, GOOG, JNJ. The fund has invested 9.1% of it's portfolio in APPLE INC and 8.9% of portfolio in ALPHABET INC.

The fund managers got completely rid off SOLVENTUM CORP, CVS HEALTH CORP (CVS) and VULCAN MATERIALS CO (VMC) stocks. They significantly reduced their stock positions in CATERPILLAR INC (CAT), ISHARES TR (IJR) and GLOBAL PAYMENTS INC (GPN). NICHOLS & PRATT ADVISERS LLP /MA opened new stock positions in ISHARES TR (IJR), AMPHENOL CORP NEW (APH) and SPDR S&P MIDCAP 400 ETF TR (MDY). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), SYNOPSYS INC (SNPS) and NEXTERA ENERGY INC (NEE).

NICHOLS & PRATT ADVISERS LLP /MA Annual Return Estimates Vs S&P 500

Our best estimate is that NICHOLS & PRATT ADVISERS LLP /MA made a return of 1.94% in the last quarter. In trailing 12 months, it's portfolio return was 4.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	344,940
amphenol corp new	202,710
spdr s&p midcap 400 etf tr	202,099
independent bank corp mass	200,970

New stocks bought by NICHOLS & PRATT ADVISERS LLP /MA

Additions

Ticker	% Inc.
servicenow inc	424
synopsys inc	108
nextera energy inc	26.34
restaurant brands international inc	24.24
air products and chemicals inc	22.26
ishares tr	21.01
broadcom inc	18.3
rentokil initial plc	14.42

Additions to existing portfolio by NICHOLS & PRATT ADVISERS LLP /MA

Reductions

Ticker	% Reduced
caterpillar inc	-15.45
ishares tr	-13.26
global payments inc	-12.6
fiserv inc	-11.36
nvidia corp	-10.95
accenture plc	-9.43
berkshire hathaway inc	-9.08
waters corp	-8.22

NICHOLS & PRATT ADVISERS LLP /MA reduced stake in above stock

Sold off

Ticker	$ Sold
solventum corp	-333,172
cvs health corp	-239,966
vulcan materials co	-215,334

NICHOLS & PRATT ADVISERS LLP /MA got rid off the above stocks

Sector Distribution

NICHOLS & PRATT ADVISERS LLP /MA has about 22.4% of it's holdings in Technology sector.

Sector	%
Technology	22.4
Healthcare	15.6
Industrials	11.8
Communication Services	11.2
Consumer Defensive	9.1
Others	8.6
Consumer Cyclical	7.1
Financial Services	6.6
Energy	3.8
Basic Materials	3

Market Cap. Distribution

NICHOLS & PRATT ADVISERS LLP /MA has about 91.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	56
LARGE-CAP	35.4
UNALLOCATED	8.6

Stocks belong to which Index?

About 91.1% of the stocks held by NICHOLS & PRATT ADVISERS LLP /MA either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	91.1
Others	8.8

Top 5 Winners (%)		%
GOOG	alphabet inc	28.5 %
GOOG	alphabet inc	28.3 %
WAT	waters corp	25.6 %
MRK	merck & co inc	25.3 %
EXPD	expeditors international of washington inc	21.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	32.6 M
JNJ	johnson & johnson	10.7 M
MRK	merck & co inc	9.7 M
AAPL	apple inc	9.3 M
CAT	caterpillar inc	6.3 M

Top 5 Losers (%)		%
NOW	servicenow inc	-74.9 %
	fiserv inc	-45.2 %
FAST	fastenal co	-18.2 %
ETN	eaton corp plc	-14.9 %
HD	home depot inc/the	-14.6 %

Top 5 Losers ($)		$
	fiserv inc	-20.1 M
ADP	automatic data processing inc	-11.1 M
FAST	fastenal co	-10.3 M
MSFT	microsoft corp	-6.3 M
PG	procter & gamble co/the	-3.9 M

NICHOLS & PRATT ADVISERS LLP /MA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of NICHOLS & PRATT ADVISERS LLP /MA

NICHOLS & PRATT ADVISERS LLP /MA has 107 stocks in it's portfolio. About 53.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for NICHOLS & PRATT ADVISERS LLP /MA last quarter.

Last Reported on: 29 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	9.10	535,089	145,469,000	reduced	-1.89

ABBV	abbvie inc	0.35	24,632	5,628,170	added	0.54

ABT	abbott laboratories	0.27	33,920	4,249,840	reduced	-0.17

ACN	accenture plc	0.84	50,226	13,475,600	reduced	-9.43

ADBE	adobe inc	0.03	1,428	499,786	reduced	-4.99

ADP	automatic data processing inc	4.89	304,220	78,254,500	reduced	-1.22

AFL	aflac inc	0.01	2,140	235,978	unchanged	0.00

ALNY	alnylam pharmaceuticals inc	0.03	1,039	413,158	reduced	-0.38

AMGN	amgen inc	0.06	2,847	931,851	reduced	-6.56

AMZN	amazon.com inc	2.92	202,451	46,729,700	added	0.93

APD	air products and chemicals inc	0.96	62,116	15,343,900	added	22.26

APH	amphenol corp new	0.01	1,500	202,710	new

ASO	academy sports & outdoors inc	0.03	10,300	514,588	unchanged	0.00

AVGO	broadcom inc	0.07	3,167	1,096,100	added	18.3

AXP	american express co	0.01	625	231,219	unchanged	0.00

BMY	bristol-myers squibb co	0.03	10,145	547,221	unchanged	0.00

CAT	caterpillar inc	2.16	60,392	34,596,800	reduced	-15.45

CB	chubb ltd	0.11	5,714	1,783,450	added	4.65

CL	colgate-palmolive co	0.03	5,065	400,237	unchanged	0.00

CMI	cummins inc	0.01	485	247,568	unchanged	0.00