NICHOLS & PRATT ADVISERS LLP /MA

RIA/Wealth

NICHOLS & PRATT ADVISERS LLP /MA is a RIA/Wealth led by Martin James Briesach, managing $1.6B across 106 long positions as of Q3 2025 with 53% concentrated in top 10 holdings.

Managing PartnerMartin James Briesach

Portfolio Value: $1.6B
Positions: 106
Top Holding: AAPL at 8.77%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in NICHOLS & PRATT ADVISERS LLP /MA's portfolio (53.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$138.9M	8.77%	+$1.0M Bought	0.00% 545.4K shares	≤ Q2 2013 Held for 12y 5m+
2 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$115.5M	7.29%	-$458.8K Sold	0.00% 474.1K shares	Q2 2014 Held for 11y 5m
3 Microsoft MSFT	Software - Infrastructure Technology	$95.0M	6.00%	-$1.0M Sold	0.00% 183.4K shares	≤ Q2 2013 Held for 12y 5m+
4 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$94.8M	5.99%	+$862.0K Bought	0.02% 511.2K shares	≤ Q2 2013 Held for 12y 5m+
5 Automatic Data Processing, Inc. ADP	Staffing & Employment Services Industrials	$90.4M	5.71%	-$1.5M Sold	0.08% 308.0K shares	≤ Q2 2013 Held for 12y 5m+
6 Mastercard MA	Financial - Credit Services Financial Services	$82.6M	5.22%	+$269.6K Bought	0.02% 145.3K shares	Q2 2015 Held for 10y 5m
7 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$58.2M	3.68%	+$598.4K Bought	0.04% 402.8K shares	Q3 2015 Held for 10y 2m
8 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$57.8M	3.65%	+$440.5K Bought	0.02% 376.2K shares	≤ Q2 2013 Held for 12y 5m+
9 Fastenal FAST	Industrial - Distribution Industrials	$56.6M	3.57%	+$648.1K Bought	0.10% 1.2M shares	≤ Q2 2013 Held for 12y 5m+
10 Kinder Morgan KMI	Oil & Gas Midstream Energy	$51.8M	3.27%	+$502.3K Bought	0.08% 1.8M shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NICHOLS & PRATT ADVISERS LLP /MA's latest filing

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Market Value

$1.6B

Prior: $1.5B

Q/Q Change

+6.2%

+$92.4M

Net Flows % of MV

+0.657%

Turnover Ratio

1.11%

New Purchases

3 stocks

$651.7K

Added To

42 stocks

+$25.7M

Sold Out Of

1 stocks

$248.1K

Reduced Holdings

24 stocks

-$15.7M

Increased Positions

Position	Shares Δ	Change
1 Honeywell International HON	New	0 → 1.1K +$231.6K
2 Vulcan Materials Company VMC	New	0 → 700.0 +$215.3K
3 Cummins CMI	New	0 → 485.0 +$204.8K
4 Thermo Fisher Scientific TMO	+38.21%	29.2K → 40.4K +$5.4M
5 Synopsys SNPS	+30.09%	13.1K → 17.0K +$1.9M

Decreased Positions

Position	Shares Δ	Change
1 iShares Core S&P Mid-Cap ETF IJH	Sold	4.0K → 0 −$248.1K
2 CVS Health CVS	-96.89%	102.4K → 3.2K −$7.5M
3 Colgate-Palmolive CL	-36.41%	8.0K → 5.1K −$231.8K
4 Pfizer PFE	-31.76%	34.0K → 23.2K −$275.2K
5 Morgan Stanley MS	-27.55%	5.4K → 3.9K −$238.4K