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CIK: 0001141781
Total reported value
$1.6B
$1.6B
105 檔
31.3%
The Q1 2026 SEC filing reveals that Nichols & Pratt Advisers LLP /ma held a total portfolio value of $1.6B, covering 105 public equity positions.
In Q1 2026, Nichols & Pratt Advisers LLP /ma adopted a defensive or profit-taking posture, trimming 47 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.62% | +0.54% | -1.62% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.08% | +0.98% | -3.94% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.41% | -0.30% | -3.02% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.71% | -0.10% | +0.70% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | -0.17% | +2.95% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.99% | -0.44% | -1.75% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.93% | +0.12% | -1.62% | |
| 8 | KMI | Kinder Morgan, Inc. | Stock-Energy | 3.91% | -0.42% | -1.26% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.59% | -0.68% | +0.35% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.52% | -0.18% | +0.51% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.47% | -0.01% | -1.10% | |
| 12 | FAST | Fastenal Co | Stock-Industrials | 3.42% | -0.10% | -0.95% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.27% | +2.08% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 2.64% | +1.02% | -4.42% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.59% | -0.54% | +0.64% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.13% | -0.02% | -1.51% | |
| 17 | LIN | Linde plc | Stock-Materials | 2.05% | — | +4.09% | |
| 18 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 2.03% | -0.29% | +0.12% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.83% | -0.05% | -3.73% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.46% | -0.01% | +10.23% | |
| 21 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.45% | +0.14% | +6.39% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.43% | +0.50% | -1.36% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 1.43% | -0.62% | +0.54% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.19% | -0.07% | +2.48% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 1.16% | -0.08% | -0.15% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.14% | +0.25% | -1.50% | |
| 27 | SNPS | Synopsys Inc | Stock-Tech | 1.14% | +0.18% | +25.59% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.13% | -0.04% | +3.95% | |
| 29 | FISV | Fiserv Inc | Stock-Other | 1.03% | -0.24% | -6.18% | |
| 30 | ALC | Alcon Inc. | Stock-Healthcare | 0.99% | -0.12% | +14.59% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.87% | -0.20% | -1.10% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.36% | -4.62% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.22% | -0.51% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.26% | -12.30% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.02% | -0.16% | |
| 36 | GE | General Electric | Stock-Industrials | 0.42% | +0.09% | -0.06% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.39% | -0.38% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.04% | +2.15% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.04% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.04% | -0.81% | |
| 41 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.34% | +0.02% | +0.21% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.31% | -0.02% | +17.01% | |
| 43 | GPN | Global Payments Inc | Stock-Industrials | 0.31% | -0.01% | -11.61% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.06% | +23.44% | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.26% | +0.03% | — | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.26% | — | -0.77% | |
| 47 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.26% | -0.02% | +2.09% | |
| 48 | KEYS | Keysight Technologies In | Stock-Tech | 0.23% | +0.04% | +6.31% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.22% | +0.05% | -0.26% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.22% | +0.42% | -0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1.2% | -3.02% | Trim |
| 2 | KMI | Kinder Morgan, Inc. | +0.8% | -1.26% | Trim |
| 3 | VZ | Verizon Communications Inc | +0.6% | +0.64% | Add |
| 4 | FAST | Fastenal Co | +0.5% | -0.95% | Trim |
| 5 | MRK | Merck & Co. Inc. | +0.5% | -1.10% | Trim |
| 6 | CAT | Caterpillar Inc | +0.5% | -4.42% | Trim |
| 7 | LIN | Linde plc | +0.4% | +4.09% | Add |
| 8 | MDY | State Street Spdr S&p Midcap | +0.4% | — | Unchanged |
| 9 | PEP | Pepsico Inc | +0.4% | +0.35% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.3% | -0.51% | Trim |
| 11 | APD | Air Products & Chemicals Inc | +0.2% | +2.48% | Add |
| 12 | KO | Coca-cola Co/the | +0.2% | -1.51% | Trim |
| 13 | TJX | Tjx Companies Inc | +0.2% | -1.75% | Trim |
| 14 | RTO | Rentokil Initial Plc-sp Adr | +0.2% | +0.12% | Add |
| 15 | PG | Procter & Gamble Co/the | +0.2% | +0.51% | Add |
| 16 | SO | Southern Co/the | +0.1% | -0.15% | Trim |
| 17 | ALC | Alcon Inc. | +0.1% | +14.59% | Add |
| 18 | SNPS | Synopsys Inc | +0.1% | +25.59% | Add |
| 19 | KEYS | Keysight Technologies In | +0.1% | +6.31% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 21 | WDS | Woodside Energy Group-adr | +0.1% | -6.22% | Trim |
| 22 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +0.21% | Add |
| 23 | COST | Costco Wholesale CORP | +0.1% | +2.15% | Add |
| 24 | RTX | Rtx CORP | +0.1% | +17.01% | Add |
| 25 | GEV | GE Vernova Inc | +0.1% | -0.26% | Trim |
| 26 | INTC | Intel CORP | 0% | -0.15% | Trim |
| 27 | QSR | Restaurant Brands Intern | 0% | +2.09% | Add |
| 28 | CVX | Chevron CORP | 0% | — | Unchanged |
| 29 | NVS | Novartis Ag-sponsored Adr | 0% | -0.58% | Trim |
| 30 | SYK | Stryker CORP | 0% | +3.95% | Add |
| 31 | CB | Chubb Limited | 0% | +2.22% | Add |
| 32 | T | At&t Inc | 0% | +3.74% | Add |
| 33 | ECL | Ecolab Inc | 0% | — | Unchanged |
| 34 | ABT | Abbott Laboratories | 0% | +23.44% | Add |
| 35 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 36 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 37 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 38 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 39 | EXPD | Expeditors Intl Wash Inc | — | -2.28% | Trim |
| 40 | EMR | Emerson Electric Co | — | -0.77% | Trim |
| 41 | IWM | Ishares Russell 2000 ETF | — | -10.09% | Trim |
| 42 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 43 | PFE | Pfizer Inc | — | — | Unchanged |
| 44 | AMGN | Amgen Inc | — | — | Unchanged |
| 45 | PANW | Palo Alto Networks Inc | — | — | Unchanged |
| 46 | NEE | Nextera Energy Inc | — | — | Unchanged |
| 47 | SYY | Sysco CORP | — | — | Unchanged |
| 48 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 49 | CTAS | Cintas CORP | — | — | Unchanged |
| 50 | HD | Home Depot Inc | — | -2.33% | 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 105 disclosed positions in Q1 2026.
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, GOOG, JNJ) accounted for 31.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDXX
市值: $561.9K
Top Position Liquidated / Trimmed
NOW
前期市值: $265.0K
During Q1 2026, Nichols & Pratt Advisers LLP /ma's top holdings by market value included AAPL (8.6%)、GOOG (8.1%)、JNJ (7.4%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q1 2026, Nichols & Pratt Advisers LLP /ma made 77 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 47 holdings, and fully liquidating 4 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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