NICHOLS & PRATT ADVISERS LLP /MA

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
106
Total value ($000)
$1,583,216
Net value change ($000)
+92,433 (6.2%)
New positions
3
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/5/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
GOOGL 31,058 36.8%
AAPL 27,691 24.9%
JNJ 17,315 22.4%
TJX 8,939 18.1%
FAST 8,585 17.9%
TMO 7,728 65.2%
CAT 6,786 24.9%
IQV 5,453 30.6%
PEP 3,087 6.6%
MSFT 2,893 3.1%
Top Reduces (Value $000, Stocks/ETFs)
FISV -12,143 -21.5%
CVS -6,827 -96.6%
ADP -6,212 -6.4%
NVO -6,190 -18.2%
ACN -5,391 -28.3%
INTU -4,122 -10.6%
ALC -2,346 -15.1%
KO -1,829 -5.8%
PG -1,738 -2.9%
KMI -1,388 -2.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type