NICHOLS & PRATT ADVISERS LLP /MA

Q2 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2025
Date filed
8/5/2025
Form type
13F-HR
Num holdings
104
Total value ($000)
$1,490,783
Net value change ($000)
—
New positions
104
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/5/2014 Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 111,183 —
ADP 96,604 —
MSFT 92,077 —
GOOGL 84,419 —
MA 81,409 —
JNJ 77,470 —
PG 59,536 —
FISV 56,608 —
KMI 53,172 —
TJX 49,278 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type