Filed: 2/5/2025ACC: 0001141781-25-000001
📋 What this filing means
NICHOLS & PRATT ADVISERS LLP /MA filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$1.50B
Total AUM (reported)
11.87M
Total Shares
Allocation by class
COM$1.14B76.0%
CAPSTK CL C$90.46M6.0%
CL A$77.80M5.2%
ADR$41.11M2.7%
SHS$37.07M2.5%
CL B NEW$30.93M2.1%
SHS CLASS A$27.15M1.8%
Portfolio Concentration
Top 3$322.70M21.5%
4–10$463.03M30.9%
11–25$482.41M32.2%
Rest$232.11M15.5%
Top 3 weight
21.5%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 11.87M
Sole
Full voting authority
957.97K
shares
% of voting shares8.1%
Shared
Joint voting authority
10.92M
shares
% of voting shares91.9%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3
Shared0
Other98
Dominant voting typeShared · 91.9% of voting shares
Institutional Holdings101
Rows:
APPLE INC
OTRShares552.75K
TypeSH
Market value$138.42M
9.23%
Sole
46.07K
Shared
506.68K
None
0.00
AUTOMATIC DATA PROCESSING INC
OTRShares320.51K
TypeSH
Market value$93.82M
6.25%
Sole
11.75K
Shared
308.76K
None
0.00
ALPHABET INC CL C
OTRShares475.01K
TypeSH
Market value$90.46M
6.03%
Sole
30.81K
Shared
444.20K
None
0.00
MICROSOFT CORP
OTRShares183.91K
TypeSH
Market value$77.52M
5.17%
Sole
15.80K
Shared
168.11K
None
0.00
MASTERCARD INC CL A
OTRShares146.44K
TypeSH
Market value$77.11M
5.14%
Sole
9.47K
Shared
136.97K
None
0.00
JOHNSON & JOHNSON
OTRShares502.70K
TypeSH
Market value$72.70M
4.85%
Sole
27.03K
Shared
475.68K
None
0.00
FISERV INC
OTRShares333.13K
TypeSH
Market value$68.43M
4.56%
Sole
23.79K
Shared
309.34K
None
0.00
PROCTER & GAMBLE CO
OTRShares380.73K
TypeSH
Market value$63.83M
4.25%
Sole
24.79K
Shared
355.94K
None
0.00
PEPSICO INC
OTRShares350.26K
TypeSH
Market value$53.26M
3.55%
Sole
21.93K
Shared
328.34K
None
0.00
KINDER MORGAN INC
OTRShares1.83M
TypeSH
Market value$50.18M
3.34%
Sole
130.81K
Shared
1.70M
None
0.00
TJX COS INC
OTRShares400.31K
TypeSH
Market value$48.36M
3.22%
Sole
22.10K
Shared
378.21K
None
0.00
MERCK & CO INC
OTRShares451.74K
TypeSH
Market value$44.94M
3.00%
Sole
30.20K
Shared
421.55K
None
0.00
AMAZON.COM INC
OTRShares195.99K
TypeSH
Market value$43.00M
2.87%
Sole
14.80K
Shared
181.19K
None
0.00
FASTENAL CO
OTRShares572.62K
TypeSH
Market value$41.18M
2.74%
Sole
36.76K
Shared
535.86K
None
0.00
NOVO NORDISK AS SPONS ADR
OTRShares477.88K
TypeSH
Market value$41.11M
2.74%
Sole
31.91K
Shared
445.97K
None
0.00
INTUIT INC
OTRShares49.62K
TypeSH
Market value$31.19M
2.08%
Sole
4.98K
Shared
44.64K
None
0.00
BERKSHIRE HATHAWAY INC-CL B
OTRShares68.23K
TypeSH
Market value$30.93M
2.06%
Sole
2.42K
Shared
65.81K
None
0.00
VERIZON COMMUNICATIONS
OTRShares741.09K
TypeSH
Market value$29.64M
1.98%
Sole
60.68K
Shared
680.41K
None
0.00
COCA COLA CO
OTRShares460.70K
TypeSH
Market value$28.68M
1.91%
Sole
18.30K
Shared
442.39K
None
0.00
ACCENTURE PLC CL A
OTRShares77.18K
TypeSH
Market value$27.15M
1.81%
Sole
5.52K
Shared
71.66K
None
0.00
CATERPILLAR INC
OTRShares72.39K
TypeSH
Market value$26.26M
1.75%
Sole
1.69K
Shared
70.71K
None
0.00
QUALCOMM INC
OTRShares157.78K
TypeSH
Market value$24.24M
1.62%
Sole
13.95K
Shared
143.84K
None
0.00
LINDE PLC
OTRShares57.79K
TypeSH
Market value$24.20M
1.61%
Sole
1.60K
Shared
56.19K
None
0.00
IQVIA HOLDINGS INC
OTRShares109.14K
TypeSH
Market value$21.45M
1.43%
Sole
10.49K
Shared
98.65K
None
0.00
RENTOKIL INITIAL PLC SPONS ADR
OTRShares793.68K
TypeSH
Market value$20.10M
1.34%
Sole
94.03K
Shared
699.65K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 552.75K | SH | $138.42M 9.23% | 46.07K | 506.68K | 0.00 |
AUTOMATIC DATA PROCESSING INCOTR | COM | 320.51K | SH | $93.82M 6.25% | 11.75K | 308.76K | 0.00 |
ALPHABET INC CL COTR | CAPSTK CL C | 475.01K | SH | $90.46M 6.03% | 30.81K | 444.20K | 0.00 |
MICROSOFT CORPOTR | COM | 183.91K | SH | $77.52M 5.17% | 15.80K | 168.11K | 0.00 |
MASTERCARD INC CL AOTR | CL A | 146.44K | SH | $77.11M 5.14% | 9.47K | 136.97K | 0.00 |
JOHNSON & JOHNSONOTR | COM | 502.70K | SH | $72.70M 4.85% | 27.03K | 475.68K | 0.00 |
FISERV INCOTR | COM | 333.13K | SH | $68.43M 4.56% | 23.79K | 309.34K | 0.00 |
PROCTER & GAMBLE COOTR | COM | 380.73K | SH | $63.83M 4.25% | 24.79K | 355.94K | 0.00 |
PEPSICO INCOTR | COM | 350.26K | SH | $53.26M 3.55% | 21.93K | 328.34K | 0.00 |
KINDER MORGAN INCOTR | COM | 1.83M | SH | $50.18M 3.34% | 130.81K | 1.70M | 0.00 |
TJX COS INCOTR | COM | 400.31K | SH | $48.36M 3.22% | 22.10K | 378.21K | 0.00 |
MERCK & CO INCOTR | COM | 451.74K | SH | $44.94M 3.00% | 30.20K | 421.55K | 0.00 |
AMAZON.COM INCOTR | COM | 195.99K | SH | $43.00M 2.87% | 14.80K | 181.19K | 0.00 |
FASTENAL COOTR | COM | 572.62K | SH | $41.18M 2.74% | 36.76K | 535.86K | 0.00 |
NOVO NORDISK AS SPONS ADROTR | ADR | 477.88K | SH | $41.11M 2.74% | 31.91K | 445.97K | 0.00 |
INTUIT INCOTR | COM | 49.62K | SH | $31.19M 2.08% | 4.98K | 44.64K | 0.00 |
BERKSHIRE HATHAWAY INC-CL BOTR | CL B NEW | 68.23K | SH | $30.93M 2.06% | 2.42K | 65.81K | 0.00 |
VERIZON COMMUNICATIONSOTR | COM | 741.09K | SH | $29.64M 1.98% | 60.68K | 680.41K | 0.00 |
COCA COLA COOTR | COM | 460.70K | SH | $28.68M 1.91% | 18.30K | 442.39K | 0.00 |
ACCENTURE PLC CL AOTR | SHS CLASS A | 77.18K | SH | $27.15M 1.81% | 5.52K | 71.66K | 0.00 |
CATERPILLAR INCOTR | COM | 72.39K | SH | $26.26M 1.75% | 1.69K | 70.71K | 0.00 |
QUALCOMM INCOTR | COM | 157.78K | SH | $24.24M 1.62% | 13.95K | 143.84K | 0.00 |
LINDE PLCOTR | SHS | 57.79K | SH | $24.20M 1.61% | 1.60K | 56.19K | 0.00 |
IQVIA HOLDINGS INCOTR | COM | 109.14K | SH | $21.45M 1.43% | 10.49K | 98.65K | 0.00 |
RENTOKIL INITIAL PLC SPONS ADROTR | SPONSORED ADR | 793.68K | SH | $20.10M 1.34% | 94.03K | 699.65K | 0.00 |
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