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CIK: 0001141781
Total reported value
$1.6B
$1.6B
101 檔
29.0%
According to the latest 13F quarterly dataset, Nichols & Pratt Advisers LLP /ma managed an equity portfolio of $1.6B at the end of Q4 2024, spanning 101 distinct U.S. exchange-listed positions.
In Q4 2024, Nichols & Pratt Advisers LLP /ma adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.23% | +0.54% | -2.71% | |
| 2 | ADP | Automatic Data Processing | Stock-Tech | 6.25% | +0.12% | -1.96% | |
| 3 | ✓ | Stock-Other | 6.03% | — | -1.08% | ||
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | -0.17% | -1.05% | |
| 5 | ✓ | Stock-Other | 5.14% | — | -1.15% | ||
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.85% | -0.30% | -0.41% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 4.56% | -0.24% | -1.16% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.25% | -0.18% | -1.40% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.55% | -0.68% | -1.22% | |
| 10 | ✓ | Stock-Other | 3.34% | — | -0.62% | ||
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.22% | -0.44% | -0.76% | |
| 12 | ✓ | Stock-Other | 3.00% | — | -1.19% | ||
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | +0.27% | -0.50% | |
| 14 | FAST | Fastenal Co | Stock-Industrials | 2.74% | -0.10% | -1.27% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.74% | +0.25% | -2.12% | |
| 16 | INTU | Intuit Inc | Stock-Tech | 2.08% | -0.62% | -2.41% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.06% | -0.05% | -2.16% | |
| 18 | ✓ | Stock-Other | 1.98% | — | +1.60% | ||
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.91% | -0.02% | -1.98% | |
| 20 | ✓ | Stock-Other | 1.81% | — | -0.57% | ||
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.75% | +1.02% | -11.60% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.62% | +0.50% | +2.36% | |
| 23 | ✓ | Stock-Other | 1.61% | — | +0.44% | ||
| 24 | ✓ | Stock-Other | 1.43% | — | +2.73% | ||
| 25 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 1.34% | -0.29% | +11.05% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.21% | -0.04% | -0.34% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.03% | -0.08% | -1.95% | |
| 28 | ✓ | Stock-Other | 0.98% | — | -1.06% | ||
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.91% | -0.07% | +0.54% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.86% | -0.01% | +10.09% | |
| 31 | ✓ | Stock-Other | 0.86% | — | +1.75% | ||
| 32 | ✓ | Stock-Other | 0.81% | — | -36.45% | ||
| 33 | ✓ | Stock-Other | 0.76% | — | +8.13% | ||
| 34 | ✓ | Stock-Other | 0.55% | — | -1.03% | ||
| 35 | ✓ | Aspen Technology Inc | Stock-Other | 0.38% | — | -22.64% | |
| 36 | ✓ | Stock-Other | 0.36% | — | +0.26% | ||
| 37 | STT | State Street CORP | Stock-Financials | 0.34% | +0.43% | -5.04% | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 0.33% | — | -27.18% | |
| 39 | ✓ | Stock-Other | 0.32% | — | -0.92% | ||
| 40 | ✓ | Stock-Other | 0.31% | — | -1.51% | ||
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.29% | — | -2.20% | |
| 42 | ✓ | Stock-Other | 0.29% | — | — | ||
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.27% | -0.06% | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.27% | +0.09% | — | |
| 45 | WAT | Waters CORP | Stock-Healthcare | 0.24% | +0.02% | -1.94% | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.24% | +0.03% | -2.10% | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.23% | -0.03% | -2.33% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.23% | — | -2.17% | |
| 49 | ✓ | Stock-Other | 0.18% | — | -1.84% | ||
| 50 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.18% | +0.02% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | — | Trim |
| 2 | KMI | Kinder Morgan, Inc. | +0.7% | — | Trim |
| 3 | AAPL | Apple Inc | +0.7% | -2.71% | Trim |
| 4 | FISV | Fiserv Inc | +0.6% | -1.16% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.5% | -0.50% | Trim |
| 6 | MA | Mastercard Inc - A | +0.4% | — | Trim |
| 7 | ADP | Automatic Data Processing | +0.4% | -1.96% | Trim |
| 8 | RTO | Rentokil Initial Plc-sp Adr | +0.2% | +11.05% | Add |
| 9 | TJX | Tjx Companies Inc | +0.2% | -0.76% | Trim |
| 10 | GPN | Global Payments Inc | +0.1% | — | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | — | Add |
| 12 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 13 | EMR | Emerson Electric Co | 0% | -2.20% | Trim |
| 14 | MSFT | Microsoft CORP | 0% | -1.05% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.16% | Trim |
| 16 | ECL | Ecolab Inc | 0% | -2.10% | Trim |
| 17 | SHW | Sherwin-williams Co/the | 0% | -2.17% | Trim |
| 18 | DHR | Danaher CORP | 0% | — | Unchanged |
| 19 | ADBE | Adobe Inc | 0% | — | Unchanged |
| 20 | INTC | Intel CORP | 0% | -4.69% | Trim |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -2.33% | Trim |
| 22 | WBD | Warner Bros Discovery Inc | 0% | EXIT | Sold out |
| 23 | EW | Edwards Lifesciences CORP | 0% | EXIT | Sold out |
| 24 | ABBV | Abbvie Inc | 0% | — | Trim |
| 25 | GE | General Electric | 0% | — | Unchanged |
| 26 | AMGN | Amgen Inc | 0% | -20.15% | Trim |
| 27 | TMO | Thermo Fisher Scientific Inc | 0% | +10.09% | Add |
| 28 | XOM | Exxon Mobil CORP | 0% | — | Trim |
| 29 | WDS | Woodside Energy Group-adr | 0% | -15.38% | Trim |
| 30 | NAPA1USD | Duckhorn Portfolio Inc/the | 0% | EXIT | Sold out |
| 31 | BHP | Bhp Group Ltd-spon Adr | -0.1% | -0.85% | Trim |
| 32 | MDT | Medtronic plc | -0.1% | — | Add |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -1.40% | Trim |
| 34 | QCOM | Qualcomm Inc | -0.1% | +2.36% | Add |
| 35 | SO | Southern Co/the | -0.1% | -1.95% | Trim |
| 36 | AZPN1USD | Aspen Technology Inc | -0.1% | — | Trim |
| 37 | VZ | Verizon Communications Inc | -0.1% | — | Add |
| 38 | LIN | Linde plc | -0.2% | — | Add |
| 39 | ALC | Alcon Inc. | -0.2% | — | Trim |
| 40 | EXPD | Expeditors Intl Wash Inc | -0.2% | -48.18% | Trim |
| 41 | NVS | Novartis Ag-sponsored Adr | -0.2% | — | Trim |
| 42 | IQV | Iqvia Holdings Inc | -0.2% | — | Add |
| 43 | KO | Coca-cola Co/the | -0.3% | -1.98% | Trim |
| 44 | CVS | Cvs Health CORP | -0.3% | -27.18% | Trim |
| 45 | CSCO | Cisco Systems Inc | -0.3% | — | Trim |
| 46 | CAT | Caterpillar Inc | -0.3% | -11.60% | Trim |
| 47 | PEP | Pepsico Inc | -0.4% | -1.22% | Trim |
| 48 | MRK | Merck & Co. Inc. | -0.4% | — | Trim |
| 49 | JNJ | Johnson & Johnson | -0.4% | -0.41% | Trim |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -1% | -2.12% | Trim |
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 101 disclosed positions in Q4 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, ) accounted for 29.0% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
NAPA1USD
前期市值: $599.0K
During Q4 2024, Nichols & Pratt Advisers LLP /ma's top holdings by market value included AAPL (9.2%)、ADP (6.3%)、 (6.0%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q4 2024, Nichols & Pratt Advisers LLP /ma made 46 total portfolio adjustments, initiating 0 new buys, adding to 9 positions, trimming 34 holdings, and fully liquidating 3 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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