Q2 2026 13F · SEC CIK 1141781

Nichols & Pratt Advisers LLP /ma

Asset managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 109
Top holdings a year, 3 yrs: +11.1%
Average holding period: 12.5 yrs

Nichols & Pratt Advisers LLP /ma is an asset manager that reported 109 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Apple Inc (AAPL, 9.2%), Alphabet Inc (GOOG, 9.1%), Johnson & Johnson (JNJ, 7.1%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 20.4% for the S&P 500.

Nichols & Pratt Advisers LLP /ma holdings largest 50 of 109 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nichols & Pratt Advisers LLP /ma 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	9.2%	8.6%	521,022	-1.0%	$150.8M
GOOGAlphabet Inc	9.1%	8.1%	422,142	-3.3%	$149.2M
JNJJohnson & Johnson	7.1%	7.4%	460,889	-1.8%	$117.1M
MAMastercard Inc.	4.6%	4.7%	147,633	+1.0%	$75.8M
MSFTMicrosoft Corp	4.3%	4.5%	190,060	+1.3%	$70.9M
ADPAutomatic Data Processing Inc Com	4.0%	3.9%	297,574	-0.6%	$66.6M
CATCaterpillar Inc Com	3.7%	2.6%	56,535	-2.1%	$60.2M
TJXTjx Cos Inc New Com	3.5%	4.0%	385,448	-0.3%	$58.4M
KMIKinder Morgan Inc Del Com	3.5%	3.9%	1,797,300	-0.5%	$57.5M
MRKMerck & Co. Inc	3.5%	3.5%	442,799	-0.9%	$56.9M
PGProcter & Gamble Co Com	3.3%	3.5%	375,333	-0.6%	$55.0M
FASTFastenal Co	3.3%	3.4%	1,138,051	-0.3%	$54.7M
AMZNAmazon Com Inc Com	3.0%	2.8%	210,376	+1.8%	$50.1M
PEPPepsico Inc	2.9%	3.6%	354,402	-1.2%	$48.0M
KOCoca Cola Co	2.1%	2.1%	427,580	-1.4%	$34.7M
LINLinde PLC	2.1%	2.1%	65,071	+1.4%	$33.8M
VZVerizon Communications Inc Com	2.1%	2.6%	797,410	-0.2%	$33.8M
QCOMQualcomm Inc	1.9%	1.4%	171,553	-0.4%	$31.7M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.8%	58,721	-0.9%	$29.4M
RTORentokil Initial PLC	1.7%	2.0%	1,003,435	+0.5%	$28.7M
IQVIqvia Holdings Inc	1.6%	1.4%	135,620	+3.0%	$26.2M
TMOThermo Fisher Scientific Inc	1.4%	1.5%	47,615	+3.5%	$23.9M
NVONovo-Nordisk A S	1.4%	1.1%	477,675	-0.6%	$22.9M
SNPSSynopsys Inc	1.3%	1.1%	48,729	+9.6%	$21.7M
CSCOCisco Sys Inc	1.2%	0.9%	172,433	-0.7%	$20.3M
APDAir Products and Chemicals Inc	1.1%	1.2%	63,130	-0.8%	$18.5M
SYKStryker Corporation	1.1%	1.1%	57,022	+7.3%	$18.0M
SOSouthern Co.	1.1%	1.2%	186,389	+0.1%	$17.8M
ALCAlcon AG	0.9%	1.0%	212,282	+4.6%	$14.2M
INTUIntuit	0.8%	1.4%	50,999	-0.1%	$13.3M
FISVFiserv Inc	0.8%	1.0%	263,923	-8.0%	$12.9M
MDTMedtronic PLC	0.7%	0.9%	141,131	-9.8%	$11.0M
INTCIntel Corp	0.6%	0.2%	76,045	-0.7%	$10.6M
XOMExxon Mobil Corp	0.6%	0.8%	72,265	-3.5%	$9.9M
GEGe Aerospace	0.5%	0.4%	22,535	-2.5%	$8.4M
STTState Str Corp	0.5%	—	47,695	—	$8.1M
JPMJpmorgan Chase & Co	0.5%	0.4%	22,707	+0.0%	$7.4M
NVDANvidia Corporation Com	0.4%	0.4%	32,010	+1.7%	$6.4M
ABBVAbbvie Inc	0.4%	0.3%	24,617	+0.8%	$6.2M
BHPBhp Billiton Limited	0.4%	0.3%	71,989	-1.0%	$6.0M
COSTCostco Whsl Corp New	0.3%	0.4%	6,022	+1.2%	$5.6M
ACNAccenture PLC Ireland Shs Class A	0.3%	0.6%	39,323	-10.7%	$4.9M
GPNGlobal Pmts Inc	0.3%	0.3%	67,218	-6.7%	$4.9M
RTXRtx Corporation Com	0.3%	0.3%	25,107	-0.7%	$4.8M
ECLEcolab Inc	0.3%	0.3%	16,871	+9.8%	$4.7M
GEVGe Vernova Inc	0.3%	0.2%	3,830	-1.8%	$4.5M
KEYSKeysight Technologies Inc Com	0.3%	0.2%	12,718	+0.0%	$4.5M
EMREmerson Elec Co Com	0.3%	0.3%	30,137	-2.7%	$4.3M
QSRRestaurant Brands Intl Inc Com	0.2%	0.3%	54,969	+0.4%	$4.0M
ABTAbbott Laboratories	0.2%	0.3%	39,370	-6.0%	$3.6M

What Nichols & Pratt Advisers LLP /ma bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.1% /yr; S&P 500 +20.1%
3 years: +11.1% /yr; S&P 500 +20.4%
5 years: +8.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	109
Q1 2026	$1.5B	105
Q4 2025	$1.6B	107
Q3 2025	$1.6B	106
Q2 2025	$1.5B	104
Q1 2025	$1.5B	96
Q4 2024	$1.5B	101
Q3 2024	$1.5B	104
Q2 2024	$1.5B	97
Q1 2024	$1.5B	102
Q4 2023	$1.4B	105
Q3 2023	$1.3B	106

Questions about Nichols & Pratt Advisers LLP /ma's portfolio

What stocks does Nichols & Pratt Advisers LLP /ma own?

Nichols & Pratt Advisers LLP /ma's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 109 positions worth $1.6B. The largest are Apple Inc (AAPL) at 9.2%, Alphabet Inc (GOOG) at 9.1%, Johnson & Johnson (JNJ) at 7.1%, Mastercard Inc. (MA) at 4.6% and Microsoft Corp (MSFT) at 4.3%.

What did Nichols & Pratt Advisers LLP /ma buy last quarter?

In Q2 2026, Nichols & Pratt Advisers LLP /ma added Ecolab Inc (ECL) (+9.8% shares), Synopsys Inc (SNPS) (+9.6% shares) and Stryker Corporation (SYK) (+7.3% shares), compared with its Q1 2026 filing.

What did Nichols & Pratt Advisers LLP /ma sell last quarter?

In Q2 2026, Nichols & Pratt Advisers LLP /ma cut from its top 50 State Street Spdr S&p Midcap 400 ETF Tru (MDY), Accenture PLC Ireland Shs Class A (ACN) (-10.7% shares), Medtronic PLC (MDT) (-9.8% shares) and Fiserv Inc (FISV) (-8.0% shares), compared with its Q1 2026 filing.

How has Nichols & Pratt Advisers LLP /ma's portfolio performed?

A portfolio copying Nichols & Pratt Advisers LLP /ma's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.1% against +20.1%. Over 5 years: +8.6% a year against +11.6%.

When is Nichols & Pratt Advisers LLP /ma's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nichols & Pratt Advisers LLP /ma's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.