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CIK: 0001141781
Total reported value
$1.6B
$1.6B
102 檔
25.3%
At the close of Q1 2024, Nichols & Pratt Advisers LLP /ma disclosed equity holdings valued at approximately $1.6B, spread across 102 reported holdings.
During Q1 2024, Nichols & Pratt Advisers LLP /ma's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.68% | +0.54% | -2.33% | |
| 2 | ADP | Automatic Data Processing | Stock-Tech | 5.58% | +0.12% | -0.99% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.48% | -0.17% | -4.16% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.40% | -0.30% | -0.82% | |
| 5 | ✓ | Stock-Other | 4.95% | — | -1.81% | ||
| 6 | ✓ | Stock-Other | 4.84% | — | -1.50% | ||
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.43% | -0.18% | -1.77% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 4.29% | +0.25% | -1.21% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.24% | -0.68% | -0.93% | |
| 10 | ✓ | Stock-Other | 4.21% | — | -3.36% | ||
| 11 | FISV | Fiserv Inc | Stock-Other | 3.63% | -0.24% | -1.47% | |
| 12 | FAST | Fastenal Co | Stock-Industrials | 3.04% | -0.10% | -1.39% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.77% | -0.44% | -1.09% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.27% | -1.76% | |
| 15 | ✓ | Stock-Other | 2.29% | — | -0.79% | ||
| 16 | INTU | Intuit Inc | Stock-Tech | 2.24% | -0.62% | -2.87% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 2.17% | +1.02% | -7.85% | |
| 18 | ✓ | Stock-Other | 2.05% | — | +2.79% | ||
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.02% | -0.05% | -2.86% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.01% | -0.02% | -2.26% | |
| 21 | ✓ | Stock-Other | 1.82% | — | -1.31% | ||
| 22 | ✓ | Stock-Other | 1.80% | — | -1.50% | ||
| 23 | ✓ | Stock-Other | 1.71% | — | +5.99% | ||
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.70% | +0.50% | -0.99% | |
| 25 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 1.25% | -0.29% | +23.36% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.22% | -0.04% | -2.51% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 1.13% | — | -36.29% | |
| 28 | ✓ | Stock-Other | 1.12% | — | -1.53% | ||
| 29 | ✓ | Stock-Other | 0.99% | — | +3.07% | ||
| 30 | ✓ | Stock-Other | 0.97% | — | -0.81% | ||
| 31 | SO | Southern Co/the | Stock-Utilities | 0.93% | -0.08% | -0.99% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.75% | -0.01% | +10.18% | |
| 33 | ✓ | Stock-Other | 0.74% | — | +24.57% | ||
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.71% | -0.07% | +11.08% | |
| 35 | ✓ | Stock-Other | 0.64% | — | -2.47% | ||
| 36 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.44% | +0.01% | -20.03% | |
| 37 | ✓ | Aspen Technology Inc | Stock-Other | 0.42% | — | +19.25% | |
| 38 | WDS | Woodside Energy Group-adr | Stock-Other | 0.35% | -0.05% | +1.01% | |
| 39 | ✓ | Stock-Other | 0.34% | — | -0.22% | ||
| 40 | STT | State Street CORP | Stock-Financials | 0.33% | +0.43% | -8.53% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.32% | — | -13.51% | |
| 42 | ✓ | Stock-Other | 0.32% | — | +0.00% | ||
| 43 | GE | General Electric | Stock-Industrials | 0.30% | +0.09% | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.06% | -1.43% | |
| 45 | ✓ | Stock-Other | 0.28% | — | -5.76% | ||
| 46 | INTC | Intel CORP | Stock-Tech | 0.27% | +0.42% | -3.84% | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.26% | +0.03% | -35.42% | |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.25% | -0.03% | -1.75% | |
| 49 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.24% | — | -7.90% | |
| 50 | WAT | Waters CORP | Stock-Healthcare | 0.23% | +0.02% | -3.06% |
According to official SEC Form 13F filings, Nichols & Pratt Advisers LLP /ma reported a total U.S. public equity portfolio value of $1.6B across 102 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, ADP, MSFT) accounted for 25.3% of total reported equity market value during Q1 2024.
During Q1 2024, Nichols & Pratt Advisers LLP /ma's top holdings by market value included AAPL (6.7%)、ADP (5.6%)、MSFT (5.5%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q1 2024, Nichols & Pratt Advisers LLP /ma made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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