Nichols--Pratt-Advisers-Llp-Ma

AI_NATIVE detailed information: This accession holds the following tickers:[
  "QSR",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "ALNY",
  "ASO",
  "T",
  "CAT",
  "AVGO",
  "EXPD",
  "GIS",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ITW",
  "EMR",
  "IQV",
  "KMI",
  "LIN",
  "MMC",
  "MA",
  "RTO",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "NVS",
  "FAST",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "AMGN",
  "SPGI",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RTX",
  "IBM",
  "SYK",
  "SNPS",
  "TMO",
  "TJX",
  "UNM",
  "ALC",
  "GPN",
  "AFL",
  "FI",
  "NVO",
  "AMZN",
  "V",
  "WAT",
  "WFC",
  "WDS",
  "SOLV",
  "SO",
  "CRM",
  "SYY",
  "GEV",
  "GWW",
  "ADP",
  "BRK-B",
  "BHP",
  "BMY",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "KO",
  "CL",
  "COST",
  "CVS",
  "DHR",
  "NEE",
  "STT",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 184
Total Value: 1464153393
Accession Number: 0001141781-25-000004
Form Type: 13F-HR
CIK: nichols--pratt-advisers-llp-ma
Manager Name: Nichols--Pratt-Advisers-Llp-Ma

Data Enrichment

100% identified

184 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

184 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 5

Sort by:

DANAHER CORP /DE/

DHR|235851102

Shares:6.9K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:8.5K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.5B)

SYSCO CORP

SYY|871829107

Shares:17.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.5B)

Chubb Ltd

CB|H1467J104

Shares:4.2K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.5B)

PFIZER INC

PFE|717081103

Shares:48.0K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.5B)

GE Vernova Inc.

GEV|36828A101

Shares:4.0K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.5B)

UNION PACIFIC CORP

UNP|907818108

Shares:4.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.5B)

AMGEN INC

AMGN|031162100

Shares:3.1K

Value:$960.8K

% of Portfolio:0.1% ($960.8K/$1.5B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.5K

Value:$831.3K

% of Portfolio:0.1% ($831.3K/$1.5B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:8.4K

Value:$787.1K

% of Portfolio:0.1% ($787.1K/$1.5B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:12.1K

Value:$740.7K

% of Portfolio:0.1% ($740.7K/$1.5B)

CHEVRON CORP

CVX|166764100

Shares:4.2K

Value:$700.6K

% of Portfolio:0.0% ($700.6K/$1.5B)

Salesforce, Inc.

CRM|79466L302

Shares:2.3K

Value:$621.3K

% of Portfolio:0.0% ($621.3K/$1.5B)

ADOBE INC.

ADBE|00724F101

Shares:1.5K

Value:$576.4K

% of Portfolio:0.0% ($576.4K/$1.5B)

Broadcom Inc.

AVGO|11135F101

Shares:3.0K

Value:$498.4K

% of Portfolio:0.0% ($498.4K/$1.5B)

AT&T INC.

T|00206R102

Shares:17.5K

Value:$495.2K

% of Portfolio:0.0% ($495.2K/$1.5B)

HOME DEPOT, INC.

HD|437076102

Shares:1.2K

Value:$453.3K

% of Portfolio:0.0% ($453.3K/$1.5B)

SHOPIFY INC.

SHOP|82509L107

Shares:4.7K

Value:$445.7K

% of Portfolio:0.0% ($445.7K/$1.5B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:6.2K

Value:$445.1K

% of Portfolio:0.0% ($445.1K/$1.5B)

MCDONALDS CORP

MCD|580135101

Shares:1.3K

Value:$406.1K

% of Portfolio:0.0% ($406.1K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	6.9K	QoQ -25.04% (-2.3K) YoY -7.47% (-556)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.5B)	QoQ -33.06% (-$697.0K) YoY -24.04% (-$446.7K)
Alphabet Inc.(GOOGLcusip02079K305)	8.5K	QoQ -10.53% (-1.0K) YoY +26.60% (+1.8K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.5B)	QoQ -26.91% (-$483.7K) YoY +29.71% (+$300.9K)
SYSCO CORP(SYYcusip871829107)	17.4K	QoQ -26.61% (-6.3K) YoY -32.27% (-8.3K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.5B)	QoQ -27.97% (-$506.4K) YoY -37.39% (-$778.9K)
Chubb Ltd(CBcusipH1467J104)	4.2K	QoQ -4.79% (-212) YoY -12.41% (-597)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.5B)	QoQ +4.05% (-$49.6K) YoY +2.06% (-$25.7K)
PFIZER INC(PFEcusip717081103)	48.0K	QoQ -5.17% (-2.6K) YoY -10.50% (-5.6K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.5B)	QoQ -9.43% (-$126.6K) YoY -18.27% (-$271.9K)
GE Vernova Inc.(GEVcusip36828A101)	4.0K	QoQ -1.54% (-62) YoY NEW(+4.0K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.5B)	QoQ -8.62% (-$113.9K) YoY NEW(+$1.2M)
UNION PACIFIC CORP(UNPcusip907818108)	4.5K	QoQ +0.84% (+38) YoY -8.32% (-412)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.5B)	QoQ +4.47% (+$45.9K) YoY -11.93% (-$145.3K)
AMGEN INC(AMGNcusip031162100)	3.1K	QoQ -6.79% (-225) YoY -29.81% (-1.3K)	All Managers (Combined)	$960.8K	0.1% ($960.8K/$1.5B)	QoQ +11.40% (-$98.4K) YoY -23.09% (-$288.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.5K	QoQ 0.00% (-0) YoY +4.13% (+59)	All Managers (Combined)	$831.3K	0.1% ($831.3K/$1.5B)	QoQ -4.55% (-$39.7K) YoY +11.36% (+$84.8K)
COLGATE PALMOLIVE CO(CLcusip194162103)	8.4K	QoQ -6.66% (-600) YoY -8.49% (-780)	All Managers (Combined)	$787.1K	0.1% ($787.1K/$1.5B)	QoQ -3.80% (-$31.1K) YoY -4.78% (-$39.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	12.1K	QoQ -3.18% (-400) YoY -5.81% (-750)	All Managers (Combined)	$740.7K	0.1% ($740.7K/$1.5B)	QoQ +4.39% (-$31.2K) YoY +5.92% (-$41.4K)
CHEVRON CORP(CVXcusip166764100)	4.2K	QoQ -7.71% (-350) YoY -16.68% (-839)	All Managers (Combined)	$700.6K	0.0% ($700.6K/$1.5B)	QoQ +6.59% (-$43.3K) YoY -11.64% (-$92.3K)
Salesforce, Inc.(CRMcusip79466L302)	2.3K	QoQ -15.97% (-440) YoY +56.41% (+835)	All Managers (Combined)	$621.3K	0.0% ($621.3K/$1.5B)	QoQ -32.55% (-$299.8K) YoY +39.37% (+$175.5K)
ADOBE INC.(ADBEcusip00724F101)	1.5K	QoQ -72.30% (-3.9K) YoY -67.13% (-3.1K)	All Managers (Combined)	$576.4K	0.0% ($576.4K/$1.5B)	QoQ -76.10% (-$1.8M) YoY -75.01% (-$1.7M)
Broadcom Inc.(AVGOcusip11135F101)	3.0K	QoQ -9.78% (-323) YoY +669.25% (-2.6K)	All Managers (Combined)	$498.4K	0.0% ($498.4K/$1.5B)	QoQ -34.85% (-$266.6K) YoY -2.82% (-$14.5K)
AT&T INC.(Tcusip00206R102)	17.5K	QoQ -20.67% (-4.6K) YoY -56.85% (-23.1K)	All Managers (Combined)	$495.2K	0.0% ($495.2K/$1.5B)	QoQ -1.47% (-$7.4K) YoY -30.67% (-$219.1K)
HOME DEPOT, INC.(HDcusip437076102)	1.2K	QoQ +2.14% (-26) YoY -9.57% (-131)	All Managers (Combined)	$453.3K	0.0% ($453.3K/$1.5B)	QoQ -3.76% (-$17.7K) YoY -13.60% (-$71.4K)
SHOPIFY INC.(SHOPcusip82509L107)	4.7K	QoQ -28.18% (-1.8K) YoY NEW(+4.7K)	All Managers (Combined)	$445.7K	0.0% ($445.7K/$1.5B)	QoQ -35.51% (-$245.4K) YoY NEW(+$445.7K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	6.2K	QoQ 0.00% (+0) YoY -12.67% (-900)	All Managers (Combined)	$445.1K	0.0% ($445.1K/$1.5B)	QoQ +2.20% (+$9.6K) YoY +8.16% (-$33.6K)
MCDONALDS CORP(MCDcusip580135101)	1.3K	QoQ 0.00% (+0) YoY -17.30% (-272)	All Managers (Combined)	$406.1K	0.0% ($406.1K/$1.5B)	QoQ +7.75% (+$29.2K) YoY -8.38% (-$37.1K)