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Nichols & Pratt Advisers LLP /Ma Portfolio
$1.7B across 111 positions as of 2026-09-30, with 53% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.9%
-4.6% a year vs the S&P 500
3 years
+12.7%
-8.6% a year vs the S&P 500
5 years
+8.8%
-3.4% a year vs the S&P 500
Quarters ahead
8 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.0% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +1.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $159.2M | 9.5% | 482,037 |
| GOOGLAlphabet Inc | $136.2M | 8.1% | 406,706 |
| JNJJohnson & Johnson | $111.3M | 6.6% | 430,374 |
| MSFTMicrosoft Corp | $100.1M | 6.0% | 195,240 |
| MAMastercard Inc | $81M | 4.8% | 147,202 |
| ADPAutomatic Data Processing Inc | $76.6M | 4.6% | 290,198 |
| MRKMerck & Co Inc | $63.4M | 3.8% | 440,528 |
| FASTFastenal Co | $56.7M | 3.4% | 1,129,776 |
| KMIKinder Morgan Inc | $54.3M | 3.2% | 1,779,370 |
| PGProcter & Gamble Co | $53.7M | 3.2% | 373,131 |
| AMZNAmazon.com Inc | $52.2M | 3.1% | 210,297 |
| TJXTJX Companies Inc | $51.4M | 3.1% | 384,408 |
| PEPPepsiCo Inc | $43.6M | 2.6% | 346,901 |
| CATCaterpillar Inc | $42.6M | 2.5% | 51,558 |
| VZVerizon Communications Inc | $36.5M | 2.2% | 794,703 |
| KOCoca-Cola Co | $36.4M | 2.2% | 422,530 |
| IQVIQVIA Holdings Inc | $35.4M | 2.1% | 135,930 |
| QCOMQualcomm Inc | $33.7M | 2.0% | 184,891 |
| TMOThermo Fisher Scientific Inc | $31.8M | 1.9% | 48,681 |
| Linde PLC | $30.7M | 1.8% | 65,446 |
| BRK.BBerkshire Hathaway Inc | $29.8M | 1.8% | 59,604 |
| SNPSSynopsys Inc | $25.9M | 1.5% | 52,861 |
| RTORentokil Initial PLC | $20M | 1.2% | 1,009,579 |
| CSCOCisco Systems Inc | $18M | 1.1% | 165,683 |
| SYKStryker Corp | $17.8M | 1.1% | 65,257 |
| Alcon AG | $17.5M | 1.0% | 274,142 |
| APDAir Products and Chemicals Inc | $17.5M | 1.0% | 63,974 |
| NVONovo Nordisk A/S | $17.1M | 1.0% | 458,256 |
| SOSouthern Co | $15.3M | 0.9% | 183,588 |
| INTUIntuit Inc | $14.5M | 0.9% | 51,344 |
| XOMExxonmobil Holdings Corp | $11.3M | 0.7% | 69,155 |
| METAMeta Platforms Inc | $10.3M | 0.6% | 14,180 |
| Medtronic PLC | $9.9M | 0.6% | 114,913 |
| INTCIntel Corp | $8.8M | 0.5% | 73,329 |
| STTState Street Corp | $8.3M | 0.5% | 47,695 |
| JPMJPMorgan Chase & Co | $8.1M | 0.5% | 24,357 |
| Accenture PLC | $7.9M | 0.5% | 37,088 |
| ABBVAbbVie Inc | $7.2M | 0.4% | 27,584 |
| NVDANVIDIA Corp | $7M | 0.4% | 30,520 |
| GEGeneral Electric Co | $6.9M | 0.4% | 22,212 |
| FISVFiserv Inc | $6.8M | 0.4% | 150,348 |
| COSTCostco Wholesale Corp | $6.2M | 0.4% | 6,727 |
| BHPBHP Group Ltd | $6.1M | 0.4% | 71,994 |
| GPNGlobal Payments Inc | $5.3M | 0.3% | 66,303 |
| KEYSKeysight Technologies Inc | $4.6M | 0.3% | 12,433 |
| RTXRTX Corp | $4.6M | 0.3% | 25,056 |
| ECLEcolab Inc | $4.6M | 0.3% | 16,986 |
| EMREmerson Electric Co | $4.6M | 0.3% | 28,904 |
| ABTAbbott Laboratories | $4.3M | 0.3% | 44,702 |
| QSRRestaurant Brands International Inc | $3.9M | 0.2% | 55,369 |
| GEVGE Vernova Inc | $3.8M | 0.2% | 3,894 |
| SHWSherwin-Williams Co | $3.6M | 0.2% | 11,208 |
| ISRGIntuitive Surgical Inc | $3.5M | 0.2% | 8,730 |
| VVisa Inc | $3.2M | 0.2% | 8,787 |
| WDSWoodside Energy Group Ltd | $3M | 0.2% | 135,356 |
| CVXChevron Corp | $2.9M | 0.2% | 14,093 |
| WATWaters Corp | $2.7M | 0.2% | 6,265 |
| NVSNovartis AG | $2.4M | 0.1% | 16,745 |
| EXPDExpeditors International of Washington Inc | $2.3M | 0.1% | 12,016 |
| MMM3M Co | $2.2M | 0.1% | 13,780 |
| GOOGLAlphabet Inc | $2.2M | 0.1% | 6,520 |
| Chubb Ltd | $2M | 0.1% | 6,115 |
| IBMInternational Business Machines Corp | $1.9M | 0.1% | 8,203 |
| TDGTransDigm Group Inc | $1.8M | 0.1% | 1,603 |
| UNPUnion Pacific Corp | $1.6M | 0.1% | 5,838 |
| MKCMcCormick & Company Inc | $1.4M | 0.1% | 31,152 |
| IJRiShares Core S&P Small-Cap ETF | $1.4M | 0.1% | 10,030 |
| DHRDanaher Corp | $1.2M | 0.1% | 5,600 |
| AMGNAmgen Inc | $1.2M | 0.1% | 2,847 |
| SPGIS&P Global Inc | $1.1M | 0.1% | 2,960 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.1M | 0.1% | 1,500 |
| AVGOBroadcom Inc | $1.1M | 0.1% | 3,142 |
| SYYSysco Corp | $888.2K | 0.1% | 11,421 |
| PANWPalo Alto Networks Inc | $875.7K | 0.1% | 2,210 |
| EFAiShares MSCI EAFE ETF | $777.1K | 0.0% | 7,558 |
| IEFAiShares Core MSCI EAFE ETF | $768.7K | 0.0% | 8,011 |
| IWMiShares Russell 2000 Index Fund | $721.8K | 0.0% | 2,587 |
| SHOPShopify Inc | $665.2K | 0.0% | 4,462 |
| TAT&T Inc | $611.9K | 0.0% | 25,179 |
| BMYBristol-Myers Squibb Co | $585.4K | 0.0% | 9,525 |
| Eaton Corp PLC | $566.7K | 0.0% | 1,296 |
| IDXXIDEXX Laboratories Inc | $517.8K | 0.0% | 1,000 |
| PFEPfizer Inc | $435.9K | 0.0% | 15,500 |
| WFCWells Fargo & Co | $409.3K | 0.0% | 5,100 |
| CLColgate-Palmolive Co | $369.7K | 0.0% | 4,373 |
| CRMSalesforce Inc | $368.5K | 0.0% | 1,557 |
| MSMorgan Stanley | $365.7K | 0.0% | 1,945 |
| IWFiShares Russell 1000 Growth ETF | $352K | 0.0% | 2,800 |
| VOOVanguard S&P 500 ETF | $338.5K | 0.0% | 482 |
| LOWLowe's Companies Inc | $300.9K | 0.0% | 1,650 |
| UNMUnum Group | $288K | 0.0% | 3,270 |
| MCKMcKesson Corp | $287.6K | 0.0% | 320 |
| TRGPTarga Resources Corp | $279.3K | 0.0% | 1,000 |
| CTASCintas Corp | $278.7K | 0.0% | 1,425 |
| MCDMcDonald's Corp | $278.2K | 0.0% | 1,200 |
| NEENextera Energy Inc | $277.7K | 0.0% | 3,637 |
| GWWWW Grainger Inc | $270.4K | 0.0% | 211 |
| HDHome Depot Inc | $270K | 0.0% | 956 |
| APHAmphenol Corp | $257K | 0.0% | 3,000 |
| ROKRockwell Automation Inc | $256.6K | 0.0% | 580 |
| WMTWalmart Inc | $244.4K | 0.0% | 2,344 |
| ALNYAlnylam Pharmaceuticals Inc | $240.2K | 0.0% | 1,039 |
| AFLAflac Inc | $226.8K | 0.0% | 2,040 |
| MDYSPDR MidCap Trust Series I | $222.2K | 0.0% | 335 |
| MRSHMarsh & McLennan Companies Inc | $219.5K | 0.0% | 1,277 |
| INDBIndependent Bank Corp (Massachusetts) | $217.1K | 0.0% | 2,750 |
| ITWIllinois Tool Works Inc | $215.2K | 0.0% | 825 |
| CMICummins Inc | $209.4K | 0.0% | 405 |
| QQQInvesco QQQ Trust, Series 1 | $207.8K | 0.0% | 280 |
| MPCMarathon Petroleum Corp | $201.7K | 0.0% | 480 |
| VMCVulcan Materials Co | $200.1K | 0.0% | 820 |
Quarter ending 2026-09-30.
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