NICHOLS & PRATT ADVISERS LLP /MA Portfolio Holdings
Q3 2025•106 long positions•$1.6B portfolio value
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Holding107 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $138.9M 8.77% | +$1.0M Bought | 0.004% 545.4K shares | 541.3K → 545.4K +$1.0M | +0.75% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $115.5M 7.29% | -$458.8K Sold | 0.004% 474.1K shares | 476.0K → 474.1K −$458.8K | -0.4% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Software - Infrastructure Technology | $95.0M 6.0% | -$1.0M Sold | 0.002% 183.4K shares | 185.4K → 183.4K −$1.0M | -1.09% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $94.8M 5.99% | +$862.0K Bought | 0.021% 511.2K shares | 506.5K → 511.2K +$862.0K | +0.92% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Staffing & Employment Services Industrials | $90.4M 5.71% | -$1.5M Sold | 0.076% 308.0K shares | 313.1K → 308.0K −$1.5M | -1.65% | $118.89B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $82.6M 5.22% | +$269.6K Bought | 0.016% 145.3K shares | 144.8K → 145.3K +$269.6K | +0.33% | $514.21B Mega Cap | Q2 2015 Held for 10y 5m | |
Apparel - Retail Consumer Cyclical | $58.2M 3.68% | +$598.4K Bought | 0.036% 402.8K shares | 398.6K → 402.8K +$598.4K | +1.04% | $160.86B Large Cap | Q3 2015 Held for 10y 2m | |
Household & Personal Products Consumer Defensive | $57.8M 3.65% | +$440.5K Bought | 0.016% 376.2K shares | 373.3K → 376.2K +$440.5K | +0.77% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Distribution Industrials | $56.6M 3.57% | +$648.1K Bought | 0.101% 1.2M shares | 1.1M → 1.2M +$648.1K | +1.16% | $56.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $51.8M 3.27% | +$502.3K Bought | 0.082% 1.8M shares | 1.8M → 1.8M +$502.3K | +0.98% | $62.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $50.1M 3.16% | +$182.4K Bought | 0.026% 356.8K shares | 355.5K → 356.8K +$182.4K | +0.37% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $44.5M 2.81% | +$2.1M Bought | 0.063% 344.9K shares | 328.3K → 344.9K +$2.1M | +5.06% | $70.1B Large Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $44.0M 2.78% | +$980.4K Bought | 0.002% 200.6K shares | 196.1K → 200.6K +$980.4K | +2.28% | $2.34T Mega Cap | Q3 2017 Held for 8y 2m | |
Drug Manufacturers - General Healthcare | $38.2M 2.41% | +$510.4K Bought | 0.018% 454.8K shares | 448.8K → 454.8K +$510.4K | +1.36% | $209.64B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $34.8M 2.19% | +$1.0M Bought | 0.018% 50.9K shares | 49.4K → 50.9K +$1.0M | +3.02% | $190.40B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Telecommunications Services Communication Services | $34.7M 2.19% | +$602.2K Bought | 0.019% 790.3K shares | 776.6K → 790.3K +$602.2K | +1.76% | $185.31B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Agricultural - Machinery Industrials | $34.1M 2.15% | +$532.0K Bought | 0.015% 71.4K shares | 70.3K → 71.4K +$532.0K | +1.59% | $223.53B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $34.0M 2.15% | +$290.6K Bought | 0.003% 67.7K shares | 67.1K → 67.7K +$290.6K | +0.86% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $29.6M 1.87% | +$141.5K Bought | 0.01% 445.7K shares | 443.5K → 445.7K +$141.5K | +0.48% | $285.42B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $28.8M 1.82% | +$1.3M Bought | 0.016% 173.4K shares | 165.3K → 173.4K +$1.3M | +4.86% | $179.50B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $28.6M 1.8% | +$902.5K Bought | 0.013% 60.1K shares | 58.2K → 60.1K +$902.5K | +3.26% | $222.73B Mega Cap | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $27.8M 1.76% | +$495.8K Bought | — 501.0K shares | 492.1K → 501.0K +$495.8K | +1.82% | — — | Q4 2022 Held for 2y 11m | |
Medical - Diagnostics & Research Healthcare | $23.3M 1.47% | +$1.8M Bought | 0.072% 122.6K shares | 112.9K → 122.6K +$1.8M | +8.58% | $32.3B Large Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $22.0M 1.39% | +$1.2M Bought | — 871.4K shares | 823.2K → 871.4K +$1.2M | +5.85% | — — | Q4 2022 Held for 2y 11m | |
Medical - Diagnostics & Research Healthcare | $19.6M 1.24% | +$5.4M Bought | 0.011% 40.4K shares | 29.2K → 40.4K +$5.4M | +38.21% | $183.15B Large Cap | Q2 2023 Held for 2y 5m | |
Medical - Devices Healthcare | $18.9M 1.19% | +$150.8K Bought | 0.013% 51.1K shares | 50.7K → 51.1K +$150.8K | +0.8% | $141.33B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $17.7M 1.12% | +$41.5K Bought | 0.017% 186.5K shares | 186.1K → 186.5K +$41.5K | +0.24% | $104.25B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $15.0M 0.95% | +$10.4K Bought | 0.012% 157.9K shares | 157.8K → 157.9K +$10.4K | +0.07% | $122.16B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $13.9M 0.875% | +$315.3K Bought | 0.023% 50.8K shares | 49.7K → 50.8K +$315.3K | +2.33% | $60.7B Large Cap | Q1 2014 Held for 11y 8m | |
Information Technology Services Technology | $13.7M 0.864% | -$2.1M Sold | 0.009% 55.5K shares | 63.8K → 55.5K −$2.1M | -13.05% | $153.39B Large Cap | Q3 2017 Held for 8y 2m | |
Medical - Instruments & Supplies Healthcare | $13.2M 0.834% | +$94.8K Bought | 0.036% 177.1K shares | 175.9K → 177.1K +$94.8K | +0.72% | $36.8B Large Cap | Q2 2019 Held for 6y 5m | |
Communication Equipment Technology | $12.7M 0.803% | -$172.7K Sold | 0.005% 185.8K shares | 188.3K → 185.8K −$172.7K | -1.34% | $270.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $8.7M 0.549% | +$66.5K Bought | 0.002% 77.0K shares | 76.4K → 77.0K +$66.5K | +0.77% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $8.4M 0.53% | +$1.9M Bought | 0.009% 17.0K shares | 13.1K → 17.0K +$1.9M | +30.09% | $91.6B Large Cap | Q1 2025 Held for 8 months | |
Specialty Business Services Industrials | $7.7M 0.489% | +$90.1K Bought | 0.038% 93.2K shares | 92.1K → 93.2K +$90.1K | +1.18% | $20.2B Large Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $7.2M 0.454% | — | 0.001% 22.8K shares | — | — | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $7.1M 0.446% | — | 0.002% 23.5K shares | — | — | $319.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $6.6M 0.416% | -$746.3K Sold | 0.0% 35.3K shares | 39.3K → 35.3K −$746.3K | -10.17% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Drug Manufacturers - General Healthcare | $5.7M 0.358% | -$61.4K Sold | 0.001% 24.5K shares | 24.8K → 24.5K −$61.4K | -1.07% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $5.6M 0.355% | -$54.2K Sold | 0.017% 48.4K shares | 48.9K → 48.4K −$54.2K | -0.96% | $32.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $5.2M 0.328% | +$441.5K Bought | 0.001% 5.6K shares | 5.1K → 5.6K +$441.5K | +9.28% | $410.27B Mega Cap | Q1 2014 Held for 11y 8m | |
Medical - Devices Healthcare | $4.6M 0.287% | +$67.0K Bought | 0.002% 34.0K shares | 33.5K → 34.0K +$67.0K | +1.49% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $4.4M 0.275% | -$246.6K Sold | 0.006% 33.2K shares | 35.1K → 33.2K −$246.6K | -5.35% | $73.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $4.2M 0.263% | — | 0.005% 15.2K shares | — | — | $77.7B Large Cap | Q2 2016 Held for 9y 5m | |
Unknown Unknown | $4.1M 0.259% | +$47.3K Bought | — 73.5K shares | 72.7K → 73.5K +$47.3K | +1.17% | — — | Q4 2022 Held for 2y 11m | |
Aerospace & Defense Industrials | $3.6M 0.225% | — | 0.002% 21.3K shares | — | — | $223.98B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $3.2M 0.203% | +$5.2K Bought | 0.004% 9.3K shares | 9.3K → 9.3K +$5.2K | +0.16% | $86.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Packaged Foods Consumer Defensive | $3.0M 0.192% | -$102.0K Sold | 0.017% 45.4K shares | 46.9K → 45.4K −$102.0K | -3.25% | $18.0B Large Cap | Q3 2014 Held for 11y 2m | |
Financial - Credit Services Financial Services | $3.0M 0.188% | — | 0.0% 8.7K shares | — | — | $662.60B Mega Cap | Q2 2014 Held for 11y 5m | |
Restaurants Consumer Cyclical | $2.8M 0.175% | +$83.1K Bought | 0.013% 43.2K shares | 41.9K → 43.2K +$83.1K | +3.1% | $21.0B Large Cap | Q1 2023 Held for 2y 8m |
