Nichols & Pratt Advisers LLP
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$10.4B
Holdings
109
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (63.2k shares)
8.6%
02
$GOOG
ALPHABET INC
Q1 2026: New position (26.9k shares)
8.1%
03
$JNJ
JOHNSON & JOHNSON
Q1 2026: New position (5.1k shares)
7.4%
04
$MA
MASTERCARD INC
Q1 2026: New position (4.2k shares)
4.7%
05
$MSFT
MICROSOFT CORP
Q1 2026: New position (34.9k shares)
4.5%
06
$TJX
TJX COS INC/THE
Held since at least Q1 2024
4.0%
07
$ADP
AUTOMATIC DATA PROCESSING INC
Held since at least Q1 2024
3.9%
08
$KMI
KINDER MORGAN INC
Held since at least Q1 2024
3.9%
09
$PEP
PEPSICO INC
Held since at least Q1 2024
3.6%
10
$PG
PROCTER & GAMBLE CO/THE
Q1 2026: New position (2.0k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.