NICHOLS & PRATT ADVISERS LLP /MA — 13F Holdings & Portfolio
CIK 1141781 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.55B
Long-equity book
Holdings
188
Distinct positions
Period
2026-03-31
Filed 2026-04-29
Q/Q Activity
+2 / −4 / ↑37 / ↓52
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$14.6M +14.6%
- KINDER MORGAN INC$10.3M +20.4%
- VERIZON COMMUNICATIONS INC$7.8M +24.0%
- FASTENAL CO$6.7M +14.5%
- CATERPILLAR INC$6.3M +18.2%
Top Trims
- MICROSOFT CORP-$18.7M -21.2%
- AUTOMATIC DATA PROCESSING INC-$17.4M -22.3%
- ALPHABET INC-$17.4M -12.2%
- APPLE INC-$11.9M -8.2%
- INTUIT INC-$11.6M -34.4%
Exited Positions
- SERVICENOW INC$265.0K
- AMERICAN EXPRESS CO$231.2K
- GENERAL MILLS INC$204.8K
- AMPHENOL CORP NEW$202.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $122.3M | 7.90% | 482,042 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $117.1M | 7.56% | 408,111 | SH |
| 3 | JOHNSON & JOHNSON | JNJ | 478160104 | $108.6M | 7.01% | 444,208 | SH |
| 4 | MASTERCARD INC | MA | 57636Q104 | $68.4M | 4.42% | 136,913 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $63.5M | 4.10% | 171,538 | SH |
| 6 | AUTOMATIC DATA PROCESSING INC | ADP | 053015103 | $58.6M | 3.78% | 288,179 | SH |
| 7 | TJX COS INC/THE | TJX | 872540109 | $58.2M | 3.76% | 364,580 | SH |
| 8 | KINDER MORGAN INC | KMI | 49456B101 | $56.2M | 3.63% | 1,677,582 | SH |
| 9 | PEPSICO INC | PEP | 713448108 | $52.2M | 3.37% | 336,302 | SH |
| 10 | PROCTER & GAMBLE CO/THE | PG | 742718109 | $51.0M | 3.29% | 353,283 | SH |
| 11 | MERCK & CO INC | MRK | 58933Y105 | $50.2M | 3.24% | 417,738 | SH |
| 12 | FASTENAL CO | FAST | 311900104 | $49.7M | 3.21% | 1,070,977 | SH |
| 13 | CATERPILLAR INC | CAT | 149123101 | $39.9M | 2.57% | 56,251 | SH |
| 14 | AMAZON.COM INC | AMZN | 023135106 | $38.9M | 2.51% | 186,922 | SH |
| 15 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $36.7M | 2.37% | 731,416 | SH |
| 16 | COCA-COLA CO/THE | KO | 191216100 | $31.6M | 2.04% | 415,618 | SH |
| 17 | LINDE PLC | LIN | G54950103 | $30.8M | 1.99% | 62,138 | SH |
| 18 | RENTOKIL INITIAL PLC | RTO | 760125104 | $28.2M | 1.82% | 897,220 | SH |
| 19 | BERKSHIRE HATHAWAY INC | BRK.B | 084670702 | $27.4M | 1.77% | 57,175 | SH |
| 20 | IQVIA HOLDINGS INC | IQV | 46266C105 | $20.5M | 1.32% | 120,089 | SH |
| 21 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $20.5M | 1.32% | 41,629 | SH |
| 22 | QUALCOMM INC | QCOM | 747525103 | $20.2M | 1.30% | 156,766 | SH |
| 23 | INTUIT INC | INTU | 461202103 | $19.9M | 1.29% | 46,100 | SH |
| 24 | SOUTHERN CO/THE | SO | 842587107 | $16.7M | 1.08% | 172,586 | SH |
| 25 | AIR PRODUCTS AND CHEMICALS INC | APD | 009158106 | $16.6M | 1.07% | 56,982 | SH |
| 26 | NOVO NORDISK A/S | NVO | 670100205 | $16.3M | 1.05% | 444,292 | SH |
| 27 | SYNOPSYS INC | SNPS | 871607107 | $16.2M | 1.05% | 40,970 | SH |
| 28 | STRYKER CORP | SYK | 863667101 | $16.1M | 1.04% | 48,904 | SH |
| 29 | FISERV INC | FISV | 337738108 | $14.9M | 0.96% | 266,837 | SH |
| 30 | ALCON AG | ALC | H01301128 | $14.3M | 0.92% | 189,586 | SH |
| 31 | MEDTRONIC PLC | MDT | G5960L103 | $12.0M | 0.77% | 138,077 | SH |
| 32 | CISCO SYSTEMS INC | CSCO | 17275R102 | $11.3M | 0.73% | 145,712 | SH |
| 33 | APPLE INC | AAPL | 037833100 | $11.3M | 0.73% | 44,369 | SH |
| 34 | EXXON MOBIL CORP | XOM | 30231G102 | $11.2M | 0.72% | 66,034 | SH |
| 35 | ALPHABET INC | GOOG | 02079K107 | $8.2M | 0.53% | 28,536 | SH |
| 36 | ACCENTURE PLC | ACN | G1151C101 | $8.1M | 0.52% | 40,719 | SH |
| 37 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.6M | 0.42% | 22,270 | SH |
| 38 | GE AEROSPACE COM | GE | 369604301 | $6.2M | 0.40% | 21,837 | SH |
| 39 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.2M | 0.40% | 25,333 | SH |
| 40 | SPDR S&P MIDCAP 400 ETF TR | MDY | 78467Y107 | $6.0M | 0.39% | 325 | SH |
| 41 | MICROSOFT CORP | MSFT | 594918104 | $5.9M | 0.38% | 16,014 | SH |
| 42 | NVIDIA CORP | NVDA | 67066G104 | $5.5M | 0.35% | 31,470 | SH |
| 43 | RTX CORP | RTX | 75513E101 | $4.8M | 0.31% | 24,942 | SH |
| 44 | MASTERCARD INC | MA | 57636Q104 | $4.6M | 0.30% | 9,240 | SH |
| 45 | GLOBAL PAYMENTS INC | GPN | 37940X102 | $4.4M | 0.28% | 64,681 | SH |
| 46 | BHP GROUP LTD | BHP | 088606108 | $4.3M | 0.28% | 59,525 | SH |
| 47 | KINDER MORGAN INC | KMI | 49456B101 | $4.3M | 0.28% | 128,388 | SH |
| 48 | COSTCO WHOLESALE CORP | COST | 22160K105 | $4.3M | 0.27% | 4,272 | SH |
| 49 | AMAZON.COM INC | AMZN | 023135106 | $4.1M | 0.27% | 19,742 | SH |
| 50 | ABBOTT LABORATORIES | ABT | 002824100 | $4.0M | 0.26% | 38,745 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $1.55B | 188 | 0001141781-26-000002 |
| 2025-12-31 | 2026-01-29 | $1.60B | 192 | 0001141781-26-000001 |