NICHOLS & PRATT ADVISERS LLP /MA

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$1,599,343
Net value change ($000)
+16,127 (1.0%)
New positions
4
Sold out positions
3
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: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 27,165 23.5%
MRK 9,364 24.5%
SNPS 8,250 98.4%
RTO 7,372 33.5%
AAPL 6,595 4.7%
JNJ 5,410 5.7%
IQV 4,606 19.8%
TMO 4,598 23.5%
AMZN 2,688 6.1%
TJX 2,231 3.8%
Top Reduces (Value $000, Stocks/ETFs)
FISV -23,932 -53.8%
ADP -12,137 -13.4%
FAST -10,331 -18.3%
MSFT -6,863 -7.2%
PG -3,961 -6.9%
BRK-B -3,094 -9.1%
NVO -2,990 -10.8%
VZ -2,407 -6.9%
LIN -2,278 -8.0%
KMI -1,503 -2.9%
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