NICHOLS & PRATT ADVISERS LLP /MA

CIK

1141781

Location

BOSTON, MA

Portfolio Value

Mid $1,683,778,869

Diversification

Diversified

Reports for

Herbert John K III Bator Thomas E. Nichols Richard K Popov Patricia D LATIFI KIMBERLY H

Filing Date

Global Rank

#1,815 / 8,814 ▼ 113 · as of Jun 2026

Top Industry

Drug Manufacturers - General 12.4%

Period ended 22 days ago

Filed Oct 13, 2026 · 9d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.6%, 24.6 effective positions, active share 64.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

4.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.5 quarters (12+), a floor since 87.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 64.5%; sector active share 23.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

110 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.5%

+0.3 pts

Top 5

35.5%

+1.1 pts

Top 10

53.5%

+0.9 pts

HHI

407

Diversified−0

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$456,733,332	17
Healthcare	19.9%	$335,219,859	20
Communication Services	11.3%	$189,533,245	4
Industrials	9.1%	$152,463,506	18
Consumer Defensive	8.5%	$143,615,528	8
Financial Services	8.0%	$135,276,894	13
Consumer Cyclical	6.4%	$108,045,323	6
Energy	4.2%	$71,241,864	6
Basic Materials	3.8%	$63,459,218	6
Utilities	0.9%	$15,493,074	2
Unclassified	0.8%	$12,697,026	10

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+406,156	413,226	$142,182,800
ALC	Alcon Inc	+61,860	274,142	$17,750,694
QCOM	Qualcomm Inc	+13,338	184,891	$34,027,339
META	Meta Platforms, Inc.	+10,414	14,180	$10,283,052
SYK	Stryker Corp	+8,235	65,257	$17,971,124
CVX	Chevron Corp	+6,865	14,093	$2,877,931
RTO	Rentokil Initial PLC	+6,144	1,009,579	$19,939,185
ABT	Abbott Laboratories	+5,332	44,702	$4,417,897
MSFT	Microsoft Corp	+5,180	195,240	$100,138,595
SNPS	Synopsys Inc	+4,132	52,861	$22,991,362
EFA	iShares MSCI EAFE ETF	+3,966	7,558	$785,200
ABBV	AbbVie Inc.	+2,967	27,584	$7,215,698
SHW	Sherwin Williams Co	+2,130	11,208	$3,623,209
JPM	Jpmorgan Chase & Co	+1,650	24,357	$8,058,025
APH	Amphenol Corp	+1,500	3,000	$252,900
IWM	iShares Russell 2000 ETF	+1,150	2,587	$718,900
TMO	Thermo Fisher Scientific Inc.	+1,066	48,681	$32,862,108
IEFA	iShares Core MSCI EAFE ETF	+1,011	8,011	$776,105
BRK-B	Berkshire Hathaway Inc	+883	59,604	$29,679,811
APD	Air Products & Chemicals, Inc.	+844	63,974	$17,799,485
COST	Costco Wholesale Corp	+705	6,727	$6,123,856
IJR	iShares Core S&P Small-Cap ETF	+400	10,030	$1,364,481
QSR	Restaurant Brands International Inc.	+400	55,369	$3,935,628
CL	Colgate Palmolive Co	+398	4,373	$373,104
LIN	Linde PLC	+375	65,446	$31,063,943
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	−113,575	150,348	$6,792,722
AAPL	Apple Inc.	−38,985	482,037	$160,527,961
JNJ	Johnson & Johnson	−30,515	430,374	$113,937,212
MDT	Medtronic plc	−26,218	114,913	$9,915,842
NVO	Novo Nordisk A S	−19,419	458,256	$17,372,484
KMI	Kinder Morgan, Inc.	−17,930	1,779,370	$53,648,005
FAST	Fastenal Co	−8,275	1,129,776	$55,957,804
PEP	Pepsico Inc	−7,501	346,901	$43,959,294
ADP	Automatic Data Processing Inc	−7,376	290,198	$74,888,495
CSCO	Cisco Systems, Inc.	−6,750	165,683	$17,832,461
KO	Coca Cola Co	−5,050	422,530	$36,371,382
CAT	Caterpillar Inc	−4,977	51,558	$41,802,710
XOM	ExxonMobil Holdings Corp	−3,110	69,155	$11,254,975
SO	Southern Co	−2,801	183,588	$15,217,609
INTC	Intel Corp	−2,716	73,329	$8,816,345
VZ	Verizon Communications Inc	−2,707	794,703	$36,453,026
MKC	Mccormick & Co Inc	−2,475	31,152	$1,445,452
SYY	Sysco Corp	−2,352	11,421	$890,381
MRK	Merck & Co., Inc.	−2,271	440,528	$64,013,123
ACN	Accenture plc	−2,235	37,088	$6,800,825
PG	PROCTER & GAMBLE Co	−2,202	373,131	$54,208,471
PFE	Pfizer Inc	−1,700	15,500	$442,060
NVDA	Nvidia Corp	−1,490	30,520	$6,970,157
DHR	Danaher Corp	−1,328	5,600	$1,240,679
EMR	Emerson Electric Co	−1,233	28,904	$4,483,009
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	8,730	$3,549,878
TDG	TransDigm Group INC	1,603	$1,735,407
IWF	iShares Russell 1000 Growth ETF	2,800	$350,728
MCK	Mckesson Corp	320	$273,219
WMT	Walmart Inc.	2,344	$243,588
MPC	Marathon Petroleum Corp	480	$189,801
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GOOG	Alphabet Inc.	422,142	$149,155,432
ASO	Academy Sports & Outdoors, Inc.	8,950	$421,813
BLK	BlackRock, Inc.	295	$283,660
IVV	iShares Core S&P 500 ETF	327	$244,886
ADBE	Adobe Inc.	1,033	$211,785
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 tracked positions · $1,683,778,869 total · filing declares 197 positions · $1,679,758,539 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	482,037	-38,985	$160,527,961	+6.5%	9.53%
GOOGL	Alphabet Inc. Communication Services	Added	413,226	+406,156	$142,182,800	+5527.4%	8.44%
JNJ	Johnson & Johnson Healthcare	Reduced	430,374	-30,515	$113,937,212	−2.7%	6.77%
MSFT	Microsoft Corp Technology	Added	195,240	+5,180	$100,138,595	+41.2%	5.95%
MA	Mastercard Inc Financial Services	Reduced	147,202	-431	$81,177,486	+7.1%	4.82%
ADP	Automatic Data Processing Inc Technology	Reduced	290,198	-7,376	$74,888,495	+12.4%	4.45%
MRK	Merck & Co., Inc. Healthcare	Reduced	440,528	-2,271	$64,013,123	+12.5%	3.80%
FAST	Fastenal Co Industrials	Reduced	1,129,776	-8,275	$55,957,804	+2.4%	3.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	373,131	-2,202	$54,208,471	−1.5%	3.22%
KMI	Kinder Morgan, Inc. Energy	Reduced	1,779,370	-17,930	$53,648,005	−6.6%	3.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	210,297	-79	$52,395,497	+4.5%	3.11%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	384,408	-1,040	$50,861,021	−12.9%	3.02%
PEP	Pepsico Inc Consumer Defensive	Reduced	346,901	-7,501	$43,959,294	−8.4%	2.61%
CAT	Caterpillar Inc Industrials	Reduced	51,558	-4,977	$41,802,710	−30.6%	2.48%
IQV	Iqvia Holdings Inc. Healthcare	Added	135,930	+310	$36,544,780	+39.5%	2.17%
VZ	Verizon Communications Inc Communication Services	Reduced	794,703	-2,707	$36,453,026	+8.0%	2.16%
KO	Coca Cola Co Consumer Defensive	Reduced	422,530	-5,050	$36,371,382	+4.7%	2.16%
QCOM	Qualcomm Inc Technology	Added	184,891	+13,338	$34,027,339	+7.3%	2.02%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	48,681	+1,066	$32,862,108	+37.7%	1.95%
LIN	Linde PLC Basic Materials	Added	65,446	+375	$31,063,943	−8.0%	1.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	59,604	+883	$29,679,811	+1.0%	1.76%
SNPS	Synopsys Inc Technology	Added	52,861	+4,132	$22,991,362	+5.8%	1.37%
RTO	Rentokil Initial PLC Industrials	Added	1,009,579	+6,144	$19,939,185	−30.5%	1.18%
SYK	Stryker Corp Healthcare	Added	65,257	+8,235	$17,971,124	+0.1%	1.07%
CSCO	Cisco Systems, Inc. Technology	Reduced	165,683	-6,750	$17,832,461	−12.0%	1.06%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	63,974	+844	$17,799,485	−3.8%	1.06%
ALC	Alcon Inc Healthcare	Added	274,142	+61,860	$17,750,694	+24.6%	1.05%
NVO	Novo Nordisk A S Healthcare	Reduced	458,256	-19,419	$17,372,484	−24.1%	1.03%
SO	Southern Co Utilities	Reduced	183,588	-2,801	$15,217,609	−14.7%	0.90%
INTU	Intuit Inc. Technology	Added	51,344	+345	$14,156,053	+6.4%	0.84%
XOM	ExxonMobil Holdings Corp Energy	Reduced	69,155	-3,110	$11,254,975	+13.9%	0.67%
META	Meta Platforms, Inc. Communication Services	Added	14,180	+10,414	$10,283,052	+384.7%	0.61%
MDT	Medtronic plc Healthcare	Reduced	114,913	-26,218	$9,915,842	−10.2%	0.59%
INTC	Intel Corp Technology	Reduced	73,329	-2,716	$8,816,345	−17.0%	0.52%
STT	State Street Corp Financial Services	Held	47,695	0	$8,327,069	+2.9%	0.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	24,357	+1,650	$8,058,025	+8.4%	0.48%
ABBV	AbbVie Inc. Healthcare	Added	27,584	+2,967	$7,215,698	+16.5%	0.43%
NVDA	Nvidia Corp Technology	Reduced	30,520	-1,490	$6,970,157	+8.8%	0.41%
GE	General Electric Co Industrials	Reduced	22,212	-323	$6,936,585	−17.6%	0.41%
ACN	Accenture plc Technology	Reduced	37,088	-2,235	$6,800,825	+39.0%	0.40%
FISV	Fiserv Inc	Reduced	150,348	-113,575	$6,792,722	−47.5%	0.40%
COST	Costco Wholesale Corp Consumer Defensive	Added	6,727	+705	$6,123,856	+8.7%	0.36%
BHP	BHP Group Ltd Basic Materials	Added	71,994	+5	$6,107,970	+1.8%	0.36%
GPN	Global Payments Inc Industrials	Reduced	66,303	-915	$5,414,965	+11.0%	0.32%
ECL	Ecolab Inc. Basic Materials	Added	16,986	+115	$4,664,015	−0.8%	0.28%
RTX	RTX Corp Industrials	Reduced	25,056	-51	$4,651,645	−2.3%	0.28%
KEYS	Keysight Technologies, Inc. Technology	Reduced	12,433	-285	$4,526,109	+1.7%	0.27%
EMR	Emerson Electric Co Industrials	Reduced	28,904	-1,233	$4,483,009	+3.9%	0.27%
ABT	Abbott Laboratories Healthcare	Added	44,702	+5,332	$4,417,897	+23.7%	0.26%
QSR	Restaurant Brands International Inc. Consumer Cyclical	Added	55,369	+400	$3,935,628	−1.3%	0.23%

Showing the top 50 of 110 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.