NICHOLS & PRATT ADVISERS LLP /MA

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$1,646,454
Net value change ($000)
+97,174 (6.3%)
New positions
6
Sold out positions
2
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: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 23,898 19.1%
CAT 19,311 47.2%
AAPL 17,165 12.8%
QCOM 9,525 43.0%
INTC 7,238 214.1%
STT 7,113 728.8%
AMZN 7,099 16.5%
CSCO 6,783 50.4%
ADP 5,830 9.6%
NVO 5,248 29.7%
Top Reduces (Value $000, Stocks/ETFs)
INTU -8,772 -39.7%
PEP -7,703 -13.8%
VZ -6,334 -15.8%
MDY -5,826 -96.1%
ACN -3,841 -44.0%
TJX -3,349 -5.4%
KMI -3,094 -5.1%
FISV -3,058 -19.1%
XOM -2,829 -22.3%
RTO -2,720 -8.7%
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