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CIK: 0001141781
Total reported value
$1.6B
$1.6B
96 檔
27.5%
As reported in its official Q1 2025 Form 13F filing, Nichols & Pratt Advisers LLP /ma's tracked investment portfolio stood at $1.6B with 96 total positions.
In Q1 2025, Nichols & Pratt Advisers LLP /ma displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.17% | +0.54% | -2.59% | |
| 2 | ADP | Automatic Data Processing | Stock-Tech | 6.56% | +0.12% | -1.92% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.67% | -0.30% | -0.04% | |
| 4 | ✓ | Stock-Other | 5.44% | — | -0.86% | ||
| 5 | ✓ | Stock-Other | 5.04% | — | -0.71% | ||
| 6 | FISV | Fiserv Inc | Stock-Other | 4.92% | -0.24% | -2.06% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.75% | -0.17% | +0.46% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.33% | -0.18% | -2.23% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.59% | -0.68% | +0.07% | |
| 10 | ✓ | Stock-Other | 3.51% | — | -1.54% | ||
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.31% | -0.44% | -0.67% | |
| 12 | FAST | Fastenal Co | Stock-Industrials | 3.01% | -0.10% | -0.80% | |
| 13 | ✓ | Stock-Other | 2.74% | — | -0.90% | ||
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | +0.27% | -1.02% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.44% | -0.05% | -1.57% | |
| 16 | ✓ | Stock-Other | 2.37% | — | +3.17% | ||
| 17 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.28% | +0.25% | +0.72% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.17% | -0.02% | -3.90% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 2.08% | -0.62% | -0.26% | |
| 20 | ✓ | Stock-Other | 1.84% | — | +0.06% | ||
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.67% | +0.50% | +1.09% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.57% | +1.02% | -3.45% | |
| 23 | ✓ | Stock-Other | 1.45% | — | -11.99% | ||
| 24 | ✓ | Stock-Other | 1.34% | — | +1.87% | ||
| 25 | SYK | Stryker CORP | Stock-Healthcare | 1.28% | -0.04% | +0.24% | |
| 26 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 1.25% | -0.29% | +0.81% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.16% | -0.08% | -1.49% | |
| 28 | ✓ | Stock-Other | 1.13% | — | +0.17% | ||
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.97% | -0.07% | +1.72% | |
| 30 | ✓ | Stock-Other | 0.96% | — | -2.96% | ||
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.94% | -0.01% | +11.45% | |
| 32 | ✓ | Stock-Other | 0.81% | — | -6.93% | ||
| 33 | ✓ | Stock-Other | 0.67% | — | -2.12% | ||
| 34 | ✓ | Stock-Other | 0.62% | — | -0.22% | ||
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.47% | — | -6.94% | |
| 36 | ✓ | Stock-Other | 0.37% | — | -1.29% | ||
| 37 | ✓ | Stock-Other | 0.36% | — | -3.19% | ||
| 38 | GE | General Electric | Stock-Industrials | 0.33% | +0.09% | -1.19% | |
| 39 | ✓ | Stock-Other | 0.31% | — | -7.14% | ||
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.06% | -6.12% | |
| 41 | STT | State Street CORP | Stock-Financials | 0.30% | +0.43% | -5.21% | |
| 42 | SNPS | Synopsys Inc | Stock-Tech | 0.30% | +0.18% | — | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.26% | — | -0.35% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.26% | +0.03% | +0.66% | |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.25% | -0.03% | -2.06% | |
| 46 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.24% | +0.02% | +29.91% | |
| 47 | ✓ | Stock-Other | 0.22% | — | -8.14% | ||
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.22% | — | -8.80% | |
| 49 | WAT | Waters CORP | Stock-Healthcare | 0.21% | +0.02% | -11.29% | |
| 50 | ✓ | Stock-Other | 0.19% | — | -0.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | ADP | Automatic Data Processing | — | NEW | New buy |
| 3 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 4 | ✓ | — | NEW | New buy | |
| 5 | ✓ | — | NEW | New buy | |
| 6 | FISV | Fiserv Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 9 | PEP | Pepsico Inc | — | NEW | New buy |
| 10 | ✓ | — | NEW | New buy | |
| 11 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 12 | FAST | Fastenal Co | — | NEW | New buy |
| 13 | ✓ | — | NEW | New buy | |
| 14 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 18 | KO | Coca-cola Co/the | — | NEW | New buy |
| 19 | INTU | Intuit Inc | — | NEW | New buy |
| 20 | ✓ | — | NEW | New buy | |
| 21 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 22 | CAT | Caterpillar Inc | — | NEW | New buy |
| 23 | ✓ | — | NEW | New buy | |
| 24 | ✓ | — | NEW | New buy | |
| 25 | SYK | Stryker CORP | — | NEW | New buy |
| 26 | RTO | Rentokil Initial Plc-sp Adr | — | NEW | New buy |
| 27 | SO | Southern Co/the | — | NEW | New buy |
| 28 | ✓ | — | NEW | New buy | |
| 29 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 30 | ✓ | — | NEW | New buy | |
| 31 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 32 | ✓ | — | NEW | New buy | |
| 33 | ✓ | — | NEW | New buy | |
| 34 | ✓ | — | NEW | New buy | |
| 35 | CVS | Cvs Health CORP | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | ✓ | — | NEW | New buy | |
| 38 | GE | General Electric | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | ABT | Abbott Laboratories | — | NEW | New buy |
| 41 | STT | State Street CORP | — | NEW | New buy |
| 42 | SNPS | Synopsys Inc | — | NEW | New buy |
| 43 | EMR | Emerson Electric Co | — | NEW | New buy |
| 44 | ECL | Ecolab Inc | — | NEW | New buy |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 46 | BHP | Bhp Group Ltd-spon Adr | — | NEW | New buy |
| 47 | ✓ | — | NEW | New buy | |
| 48 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 49 | WAT | Waters CORP | — | NEW | New buy |
| 50 | ✓ | — | NEW | New buy |
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 96 disclosed positions in Q1 2025.
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, JNJ) accounted for 27.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $119.6M
During Q1 2025, Nichols & Pratt Advisers LLP /ma's top holdings by market value included AAPL (8.2%)、ADP (6.6%)、JNJ (5.7%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q1 2025, Nichols & Pratt Advisers LLP /ma made 50 total portfolio adjustments, initiating 50 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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