NICHOLS & PRATT ADVISERS LLP /MA

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$1,549,280
Net value change ($000)
-50,063 (-3.1%)
New positions
2
Sold out positions
4
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: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JNJ 14,580 14.6%
KMI 10,273 20.4%
VZ 7,769 24.0%
FAST 6,713 14.5%
CAT 6,296 18.2%
MRK 6,188 13.0%
MDY 5,860 2901.0%
LIN 5,525 21.0%
PEP 4,403 8.6%
XOM 3,648 40.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -18,681 -21.2%
ADP -17,443 -22.3%
GOOGL -17,385 -12.2%
AAPL -11,871 -8.2%
INTU -11,569 -34.4%
MA -9,826 -11.9%
QCOM -7,685 -25.7%
NVO -7,158 -28.9%
IQV -5,440 -19.5%
STT -5,203 -84.2%
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