Latest NICHOLS & PRATT ADVISERS LLP /MA Stock Portfolio

NICHOLS & PRATT ADVISERS LLP /MA Performance:

2026 Q1: -2.67%YTD: -2.67%2025: 7.39%

Performance for 2026 Q1 is -2.67%, and YTD is -2.67%, and 2025 is 7.39%.

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

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, NICHOLS & PRATT ADVISERS LLP /MA reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of NICHOLS & PRATT ADVISERS LLP /MA are AAPL, GOOG, JNJ. The fund has invested 8.6% of it's portfolio in APPLE INC and 8.1% of portfolio in ALPHABET INC.

The fund managers got completely rid off SERVICENOW INC (NOW), AMERICAN EXPRESS CO (AXP) and GENERAL MILLS INC (GIS) stocks. They significantly reduced their stock positions in LOWE'S COS INC (LOW), BLACKROCK INC and SALESFORCE INC (CRM). NICHOLS & PRATT ADVISERS LLP /MA opened new stock positions in IDEXX LABS INC (IDXX) and AGNICO EAGLE MINES LTD (AEM). The fund showed a lot of confidence in some stocks as they added substantially to SYNOPSYS INC (SNPS), ABBOTT LABORATORIES (ABT) and RTX CORP (RTX).

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 -2.67% in the last quarter. In trailing 12 months, it's portfolio return was 5.44%.

Performance
S&P 500

New Buys

Ticker	$ Bought
idexx labs inc	561,890
agnico eagle mines ltd	213,129

New stocks bought by NICHOLS & PRATT ADVISERS LLP /MA

Additions

Ticker	% Inc.
synopsys inc	25.59
abbott laboratories	23.44
rtx corp	17.01
alcon ag	14.59
thermo fisher scientific inc	10.23
iqvia holdings inc	6.39
keysight technologies inc	6.31
linde plc	4.09

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

Reductions

Ticker	% Reduced
lowe's cos inc	-42.11
blackrock inc	-38.46
salesforce inc	-25.42
morgan stanley	-23.84
ishares tr	-22.22
ishares tr	-17.81
cummins inc	-16.49
bristol-myers squibb co	-14.49

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

Sold off

Ticker	$ Sold
general mills inc	-204,833
servicenow inc	-265,019
amphenol corp new	-202,710
american express co	-231,219

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

Sector Distribution

NICHOLS & PRATT ADVISERS LLP /MA has about 19.6% of it's holdings in Technology sector.

Sector	%
Technology	19.6
Healthcare	16.8
Industrials	11.7
Communication Services	10.9
Consumer Defensive	9.9
Others	8.6
Consumer Cyclical	7.1
Financial Services	5.7
Energy	4.8
Basic Materials	3.7
Utilities	1.2

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	61
LARGE-CAP	30.4
UNALLOCATED	8.6

Stocks belong to which Index?

About 91% 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
Others	8.9

Top 5 Winners (%)		%
MDY	spdr s&p midcap 400 etf tr	2899.3 %
IJR	ishares tr	453.3 %
WDS	woodside energy group ltd	51.5 %
XOM	exxon mobil corp	40.9 %
KEYS	keysight technologies inc	37.4 %

Top 5 Winners ($)		$
JNJ	johnson & johnson	17.9 M
KMI	kinder morgan inc	11.0 M
CAT	caterpillar inc	8.0 M
VZ	verizon communications inc	7.5 M
FAST	fastenal co	7.2 M

Top 5 Losers (%)		%
IJR	ishares tr	-85.6 %
STT	state street corp	-84.2 %
SPY	spdr s&p 500 etf trust	-79.8 %
IJR	ishares tr	-53.0 %
INTU	intuit inc	-34.7 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-21.0 M
ADP	automatic data processing inc	-16.3 M
GOOG	alphabet inc	-12.0 M
INTU	intuit inc	-11.7 M
MA	mastercard inc	-10.4 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 105 stocks in it's portfolio. About 52.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for NICHOLS & PRATT ADVISERS LLP /MA last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.62	526,411	133,598,000	reduced	-1.62

ABBV	abbvie inc	0.34	24,432	5,313,720	reduced	-0.81

ABT	abbott laboratories	0.28	41,870	4,298,790	added	23.44

ACN	accenture plc	0.56	44,046	8,733,880	reduced	-12.3

ADBE	adobe inc	0.02	1,428	347,119	unchanged	0.00

ADP	automatic data processing inc	3.92	299,302	60,812,200	reduced	-1.62

AEM	agnico eagle mines ltd	0.01	1,050	213,129	new

AFL	aflac inc	0.01	2,040	223,808	reduced	-4.67

ALC	alcon ag	0.99	203,015	15,297,200	added	14.59

ALNY	alnylam pharmaceuticals inc	0.02	1,039	343,774	unchanged	0.00

AMGN	amgen inc	0.06	2,847	1,001,720	unchanged	0.00

AMZN	amazon.com inc	2.78	206,664	43,041,900	added	2.08

APD	air products and chemicals inc	1.19	63,655	18,491,100	added	2.48

APH	amphenol corp new	0.00	0.00	0.00	sold off	-100

ASO	academy sports & outdoors inc	0.03	8,950	505,228	reduced	-13.11

AVGO	broadcom inc	0.06	3,167	980,218	unchanged	0.00

AXP	american express co	0.00	0.00	0.00	sold off	-100

BHP	bhp group ltd	0.34	72,689	5,287,400	added	0.21

BMY	bristol-myers squibb co	0.03	8,675	526,139	reduced	-14.49

CAT	caterpillar inc	2.64	57,721	40,893,000	reduced	-4.42