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CIK: 0001141781
Total reported value
$1.6B
$1.6B
106 檔
32.5%
According to the latest 13F quarterly dataset, Nichols & Pratt Advisers LLP /ma managed an equity portfolio of $1.6B at the end of Q3 2025, spanning 106 distinct U.S. exchange-listed positions.
In Q3 2025, Nichols & Pratt Advisers LLP /ma displayed an active expansion posture, initiating 4 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.77% | +0.54% | +0.75% | |
| 2 | ✓ | Stock-Other | 7.29% | — | -0.40% | ||
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.00% | -0.17% | -1.09% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.99% | -0.30% | +0.92% | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 5.71% | +0.12% | -1.65% | |
| 6 | ✓ | Stock-Other | 5.22% | — | +0.33% | ||
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.68% | -0.44% | +1.04% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.65% | -0.18% | +0.77% | |
| 9 | FAST | Fastenal Co | Stock-Industrials | 3.57% | -0.10% | +1.16% | |
| 10 | ✓ | Stock-Other | 3.27% | — | +0.98% | ||
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.16% | -0.68% | +0.37% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 2.81% | -0.24% | +5.06% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.27% | +2.28% | |
| 14 | ✓ | Stock-Other | 2.41% | — | +1.36% | ||
| 15 | INTU | Intuit Inc | Stock-Tech | 2.19% | -0.62% | +3.02% | |
| 16 | ✓ | Stock-Other | 2.19% | — | +1.76% | ||
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 2.15% | +1.02% | +1.59% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | -0.05% | +0.86% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.87% | -0.02% | +0.48% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.82% | +0.50% | +4.86% | |
| 21 | ✓ | Stock-Other | 1.80% | — | +3.26% | ||
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.76% | +0.25% | +1.82% | |
| 23 | ✓ | Stock-Other | 1.47% | — | +8.58% | ||
| 24 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 1.39% | -0.29% | +5.85% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.24% | -0.01% | +38.21% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.19% | -0.04% | +0.80% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.12% | -0.08% | +0.24% | |
| 28 | ✓ | Stock-Other | 0.95% | — | +0.07% | ||
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.88% | -0.07% | +2.33% | |
| 30 | ✓ | Stock-Other | 0.86% | — | -13.05% | ||
| 31 | ✓ | Stock-Other | 0.83% | — | +0.72% | ||
| 32 | ✓ | Stock-Other | 0.80% | — | -1.34% | ||
| 33 | ✓ | Stock-Other | 0.55% | — | +0.77% | ||
| 34 | SNPS | Synopsys Inc | Stock-Tech | 0.53% | +0.18% | +30.09% | |
| 35 | ✓ | Stock-Other | 0.49% | — | +1.18% | ||
| 36 | ✓ | Stock-Other | 0.45% | — | — | ||
| 37 | GE | General Electric | Stock-Industrials | 0.45% | +0.09% | — | |
| 38 | ✓ | Stock-Other | 0.42% | — | -10.17% | ||
| 39 | ✓ | Stock-Other | 0.36% | — | -1.07% | ||
| 40 | STT | State Street CORP | Stock-Financials | 0.35% | +0.43% | -0.96% | |
| 41 | ✓ | Stock-Other | 0.33% | — | +9.28% | ||
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.29% | -0.06% | +1.49% | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.28% | — | -5.35% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.26% | +0.03% | — | |
| 45 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.26% | +0.02% | +1.17% | |
| 46 | ✓ | Stock-Other | 0.22% | — | — | ||
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.20% | — | +0.16% | |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.19% | -0.03% | -3.25% | |
| 49 | ✓ | Stock-Other | 0.19% | — | — | ||
| 50 | ✓ | Stock-Other | 0.17% | — | +3.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +2.3% | -0.40% | Add | |
| 2 | MSFT | Microsoft CORP | +1.3% | -1.09% | Trim |
| 3 | AAPL | Apple Inc | +0.6% | +0.75% | Add |
| 4 | CAT | Caterpillar Inc | +0.6% | +1.59% | Add |
| 5 | FAST | Fastenal Co | +0.6% | +1.16% | Add |
| 6 | TJX | Tjx Companies Inc | +0.4% | +1.04% | Add |
| 7 | JNJ | Johnson & Johnson | +0.3% | +0.92% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.3% | +38.21% | Add |
| 9 | AMZN | Amazon.com Inc | +0.3% | +2.28% | Add |
| 10 | SNPS | Synopsys Inc | +0.2% | +30.09% | Add |
| 11 | ✓ | +0.2% | -10.17% | Add | |
| 12 | QCOM | Qualcomm Inc | +0.2% | +4.86% | Add |
| 13 | RTO | Rentokil Initial Plc-sp Adr | +0.1% | +5.85% | Add |
| 14 | ✓ | +0.1% | +8.58% | Add | |
| 15 | GE | General Electric | +0.1% | — | Trim |
| 16 | INTU | Intuit Inc | +0.1% | +3.02% | Add |
| 17 | ✓ | +0.1% | — | Add | |
| 18 | ✓ | +0.1% | — | Trim | |
| 19 | STT | State Street CORP | +0.1% | -0.96% | Trim |
| 20 | INTC | Intel CORP | 0% | -1.03% | Trim |
| 21 | ✓ | 0% | — | Unchanged | |
| 22 | ✓ | 0% | — | Unchanged | |
| 23 | ✓ | 0% | +9.28% | Add | |
| 24 | BHP | Bhp Group Ltd-spon Adr | 0% | +1.17% | Add |
| 25 | EMR | Emerson Electric Co | 0% | -5.35% | Trim |
| 26 | ✓ | 0% | +0.07% | Add | |
| 27 | ✓ | 0% | -1.34% | Trim | |
| 28 | ✓ | 0% | +3.26% | Add | |
| 29 | SO | Southern Co/the | 0% | +0.24% | Add |
| 30 | PFE | Pfizer Inc | 0% | -31.76% | Trim |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -3.25% | Add |
| 32 | WAT | Waters CORP | -0.1% | -11.42% | Trim |
| 33 | ✓ | -0.1% | +0.77% | Add | |
| 34 | ✓ | -0.2% | +1.18% | Trim | |
| 35 | ✓ | -0.2% | +0.33% | Add | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.86% | Add |
| 37 | ✓ | -0.3% | +0.72% | Add | |
| 38 | KO | Coca-cola Co/the | -0.3% | +0.48% | Add |
| 39 | ✓ | -0.3% | +1.36% | Add | |
| 40 | PEP | Pepsico Inc | -0.4% | +0.37% | Add |
| 41 | CVS | Cvs Health CORP | -0.5% | -96.89% | Trim |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | +1.82% | Add |
| 43 | ✓ | -0.6% | -13.05% | Trim | |
| 44 | PG | Procter & Gamble Co/the | -0.7% | +0.77% | Add |
| 45 | ADP | Automatic Data Processing | -0.9% | -1.65% | Trim |
| 46 | FISV | Fiserv Inc | -2.1% | +5.06% | Add |
| 47 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 48 | ✓ | — | NEW | New buy | |
| 49 | LOW | Lowe's Cos Inc | — | 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 106 disclosed positions in Q3 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, , MSFT) accounted for 32.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
IJR
市值: $1.1M
Top Position Liquidated / Trimmed
ADP
前期市值: $96.1M
During Q3 2025, Nichols & Pratt Advisers LLP /ma's top holdings by market value included AAPL (8.8%)、 (7.3%)、MSFT (6.0%). The largest single position, AAPL, represented 8.8% of total portfolio value.
In Q3 2025, Nichols & Pratt Advisers LLP /ma made 48 total portfolio adjustments, initiating 4 new buys, adding to 31 positions, trimming 13 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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