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Nichols & Pratt Advisers LLP /Ma Top Holdings and 13F Report (2025)

About Nichols & Pratt Advisers LLP /Ma

Investment Activity

  • Nichols & Pratt Advisers LLP /Ma has $1.50 billion in total holdings as of December 31, 2024.
  • Nichols & Pratt Advisers LLP /Ma owns shares of 101 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 0.47% of the portfolio was purchased this quarter.
  • About 2.60% of the portfolio was sold this quarter.
  • This quarter, Nichols & Pratt Advisers LLP /Ma has purchased 104 new stocks and bought additional shares in 16 stocks.
  • Nichols & Pratt Advisers LLP /Ma sold shares of 59 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple
$138,420,405
Alphabet
$90,460,905
Microsoft
$77,517,642
Mastercard
$77,110,911

Largest New Holdings this Quarter

Unum Group
$238,808 Holding
American Express
$207,753 Holding
iShares Core S&P 500 ETF
$205,449 Holding

Largest Purchases this Quarter

Rentokil Initial
78,953 shares (about $2.00M)
Thermo Fisher Scientific
2,283 shares (about $1.19M)
Global Payments
7,666 shares (about $859.05K)
IQVIA
2,899 shares (about $569.68K)
QUALCOMM
3,643 shares (about $559.64K)

Largest Sales this Quarter

Cisco Systems
118,342 shares (about $7.01M)
Apple
15,390 shares (about $3.85M)
Caterpillar
9,497 shares (about $3.45M)
Expeditors International of Washington
18,450 shares (about $2.04M)
Novartis
19,625 shares (about $1.91M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNichols & Pratt Advisers LLP /Ma

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$138,420,405$3,853,964 -2.7%552,7539.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$93,822,014$1,875,521 -2.0%320,5076.3%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$90,460,905$987,051 -1.1%475,0106.0%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$77,517,642$825,297 -1.1%183,9095.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$77,110,911$895,696 -1.1%146,4405.1%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$72,700,764$299,074 -0.4%502,7024.8%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$68,432,181$803,192 -1.2%333,1334.6%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$63,829,552$908,328 -1.4%380,7314.3%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$53,261,144$657,812 -1.2%350,2643.6%Consumer Staples
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$50,178,414$310,689 -0.6%1,831,3293.3%Oils/Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$48,361,572$370,162 -0.8%400,3113.2%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$44,939,393$540,574 -1.2%451,7433.0%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$42,998,027$215,002 -0.5%195,9892.9%Retail/Wholesale
Fastenal stock logo
FAST
Fastenal
$41,177,391$531,055 -1.3%572,6242.7%Retail/Wholesale
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$41,107,151$888,673 -2.1%477,8792.7%Medical
Intuit Inc. stock logo
INTU
Intuit
$31,185,541$770,541 -2.4%49,6192.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$30,925,481$682,186 -2.2%68,2262.1%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$29,636,189$467,083 1.6%741,0902.0%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$28,682,996$578,520 -2.0%460,6971.9%Consumer Staples
Accenture plc stock logo
ACN
Accenture
$27,152,559$154,788 -0.6%77,1841.8%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$26,262,011$3,445,132 -11.6%72,3951.8%Industrial Products
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$24,238,777$559,638 2.4%157,7841.6%Computer and Technology
LINDE PLC
$24,196,614$105,505 0.4%57,7941.6%SHS
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$21,447,887$569,682 2.7%109,1441.4%Medical
Rentokil Initial plc stock logo
RTO
Rentokil Initial
$20,095,952$1,999,090 11.0%793,6791.3%Business Services
Stryker Co. stock logo
SYK
Stryker
$18,111,595$61,208 -0.3%50,3031.2%Medical
The Southern Company stock logo
SO
Southern
$15,440,598$307,383 -2.0%187,5681.0%Utilities
Alcon Inc. stock logo
ALC
Alcon
$14,776,803$158,575 -1.1%174,0701.0%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$13,693,659$73,380 0.5%47,2130.9%Basic Materials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$12,957,888$1,187,685 10.1%24,9080.9%Medical
Medtronic plc stock logo
MDT
Medtronic
$12,873,620$220,868 1.7%161,1620.9%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$12,217,104$7,005,846 -36.4%206,3700.8%Computer and Technology
Global Payments Inc. stock logo
GPN
Global Payments
$11,425,301$859,052 8.1%101,9570.8%Business Services
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$8,284,180$86,056 -1.0%77,0120.6%Oils/Energy
Aspen Technology, Inc. stock logo
AZPN
Aspen Technology
$5,750,476$1,682,506 -22.6%23,0360.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,381,969$14,143 0.3%22,4520.4%Finance
State Street Co. stock logo
STT
State Street
$5,126,570$272,366 -5.0%52,2320.3%Finance
CVS Health Co. stock logo
CVS
CVS Health
$4,935,161$1,841,657 -27.2%109,9390.3%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,749,944$43,981 -0.9%5,1840.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$4,655,562$71,258 -1.5%26,1990.3%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,401,002$99,144 -2.2%35,5120.3%Industrial Products
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,289,2230.0%31,9400.3%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,063,7030.0%35,9270.3%Medical
General Electric stock logo
GE
General Electric
$4,062,6710.0%24,3580.3%Transportation
Waters Co. stock logo
WAT
Waters
$3,565,860$70,486 -1.9%9,6120.2%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$3,542,918$76,154 -2.1%15,1200.2%Basic Materials
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$3,510,242$83,864 -2.3%46,0420.2%Consumer Staples
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$3,378,224$74,785 -2.2%9,9380.2%Basic Materials
Visa Inc. stock logo
V
Visa
$2,769,143$51,831 -1.8%8,7620.2%Business Services
BHP Group Limited stock logo
BHP
BHP Group
$2,716,853$23,194 -0.8%55,6390.2%Basic Materials
RTX Co. stock logo
RTX
RTX
$2,471,432$101,255 -3.9%21,3570.2%Aerospace
Adobe Inc. stock logo
ADBE
Adobe
$2,412,8340.0%5,4260.2%Computer and Technology
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$2,197,787$2,043,706 -48.2%19,8410.1%Transportation
Danaher Co. stock logo
DHR
Danaher
$2,108,1870.0%9,1840.1%Medical
3M stock logo
MMM
3M
$2,089,967$25,818 -1.2%16,1900.1%Multi-Sector Conglomerates
Woodside Energy Group Ltd stock logo
WDS
Woodside Energy Group
$1,990,232$361,717 -15.4%127,5790.1%Oils/Energy
Sysco Co. stock logo
SYY
Sysco
$1,810,1900.0%23,6750.1%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,797,4030.0%9,4950.1%Computer and Technology
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$1,755,167$161,320 10.1%26,9280.1%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$1,749,407$43,966 -2.5%7,9580.1%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$1,724,528$1,909,709 -52.5%17,7220.1%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$1,682,3450.0%3,3780.1%Business Services
Intel Co. stock logo
INTC
Intel
$1,658,997$81,704 -4.7%82,7430.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$1,342,550$40,538 -2.9%50,6050.1%Medical
GE VERNOVA LLC
$1,320,9830.0%4,0160.1%COM
Chubb Limited stock logo
CB
Chubb
$1,221,799$41,445 -3.3%4,4220.1%Finance
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$1,184,646$148,743 14.4%7,3750.1%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$1,026,1800.0%4,5000.1%Transportation
Salesforce, Inc. stock logo
CRM
Salesforce
$921,079$16,716 -1.8%2,7550.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$870,9150.0%1,4860.1%Finance
Amgen Inc. stock logo
AMGN
Amgen
$862,457$217,634 -20.1%3,3090.1%Medical
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$818,189$4,545 -0.6%9,0000.1%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$765,072$18,547 2.5%3,3000.1%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$709,545$19,796 -2.7%12,5450.0%Medical
Shopify Inc. stock logo
SHOP
Shopify
$691,1450.0%6,5000.0%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$657,284$20,133 -3.0%4,5380.0%Oils/Energy
AT&T Inc. stock logo
T
AT&T
$502,580$16,485 -3.2%22,0720.0%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$471,067$7,391 1.6%1,2110.0%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$435,4880.0%6,2000.0%Finance
General Mills, Inc. stock logo
GIS
General Mills
$392,5040.0%6,1550.0%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$376,857$43,484 -10.3%1,3000.0%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$368,9660.0%4,8760.0%Consumer Discretionary
ServiceNow, Inc. stock logo
NOW
ServiceNow
$349,8400.0%3300.0%Computer and Technology
SOLVENTUM CORP
$348,863$48,488 -12.2%5,2810.0%COM SHS
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$334,092$105,619 -24.0%1,5120.0%Finance
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$323,5510.0%1,3750.0%Medical
Academy Sports and Outdoors, Inc. stock logo
ASO
Academy Sports and Outdoors
$322,167$14,382 4.7%5,6000.0%Consumer Discretionary
Cintas Co. stock logo
CTAS
Cintas
$292,3200.0%1,6000.0%Business Services
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$271,2480.0%1,2770.0%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$270,773$85,239 -23.9%3,7770.0%Utilities
Aflac Incorporated stock logo
AFL
Aflac
$252,3940.0%2,4400.0%Finance
American Tower Co. stock logo
AMT
American Tower
$252,1890.0%1,3750.0%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$244,5250.0%1,9450.0%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$240,882$31,695 -11.6%9500.0%Industrial Products
Unum Group stock logo
UNM
Unum Group
$238,808$238,808 New Holding3,2700.0%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$224,931$228,125 -50.4%2,4650.0%Retail/Wholesale
Schlumberger Limited stock logo
SLB
Schlumberger
$224,826$11,502 -4.9%5,8640.0%Oils/Energy
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$222,4050.0%2110.0%Industrial Products
Repligen Co. stock logo
RGEN
Repligen
$216,630$21,591 11.1%1,5050.0%Medical
American Express stock logo
AXP
American Express
$207,753$207,753 New Holding7000.0%Finance

Showing largest 100 holdings. View all holdings.
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