NICHOLS & PRATT ADVISERS LLP /MA
•CIK: 1141781•Filing: Q4 2025
NICHOLS & PRATT ADVISERS LLP /MA manages $1.6B across a diversified portfolio of 107 holdings. The fund exhibits significant conviction in mega-cap technology and defensive sectors, evidenced by top positions including AAPL at $145.5M and GOOG at $142.6M. Further notable allocations include JNJ ($100.2M), MSFT ($88.1M), and MA ($82.9M). This concentration suggests a strategy focused on established market leaders with durable cash flows.
Total AUM
$1.6B
QoQ Performance
+1.0%
Positions
102
Top 10 Concentration
53.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOG
JNJ
MSFT
MA
AAPL9.1%
GOOG8.9%
JNJ6.3%
MSFT5.5%
MA5.2%
ADP4.9%
TJX3.8%
PG3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other30.7%
Technology30.2%
Healthcare12.5%
Financial10.0%
Consumer Staples5.1%
Consumer3.6%
Industrial3.1%
Materials3.0%
🚪 Exited Positionssold since Q3 2025
—
MASTERCARD INC CL A
SOLD
$82.6M
—
KINDER MORGAN INC
SOLD
$51.8M
—
VERIZON COMMUNICATIONS
SOLD
$34.7M
+40 more exited positions
Changes from Q3 2025
NEW46 new positions
↑14 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023