NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 4, 2016

Total Value ($000): $1,041,267 (100.0% shares, 0.0% debt)

Holdings (116)

JNJ JOHNSON & JOHNSON 7.8%
Value ($000) $80,749 Shares 786,112 Est. Cost $59.66 Unrealized +27.3%
GENERAL ELECTRIC CO 6.9%
Value ($000) $71,865 Shares 2,307,039 Est. Cost $23.28 Unrealized
PG PROCTER & GAMBLE CO 5.7%
Value ($000) $59,366 Shares 747,584 Est. Cost $55.02 Unrealized +5.3%
EXXON MOBIL CORP 5.0%
Value ($000) $52,359 Shares 671,701 Est. Cost $96.82 Unrealized
PEP PEPSICO INC 4.6%
Value ($000) $48,369 Shares 484,074 Est. Cost $56.01 Unrealized +31.2%
KO COCA COLA CO 4.2%
Value ($000) $43,760 Shares 1,018,628 Est. Cost $27.83 Unrealized +10.9%
ADP AUTOMATIC DATA PROCESSING INC 4.2%
Value ($000) $43,514 Shares 513,613 Est. Cost $45.09 Unrealized +53.3%
MERCK & CO INC NEW 3.6%
Value ($000) $37,346 Shares 707,053 Est. Cost $46.49 Unrealized
NOVARTIS A G 3.5%
Value ($000) $36,627 Shares 425,706 Est. Cost $72.14 Unrealized
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $29,003 Shares 435,354 Est. Cost $44.38 Unrealized +18.4%
EMR EMERSON ELEC CO 2.7%
Value ($000) $28,586 Shares 597,645 Est. Cost $40.02 Unrealized -8.8%
FISV FISERV INC 2.5%
Value ($000) $26,112 Shares 285,499 Est. Cost $24.39 Unrealized +92.5%
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $22,250 Shares 231,606 Est. Cost $93.58 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $21,625 Shares 205,447 Est. Cost $18.08 Unrealized +42.3%
SLB SCHLUMBERGER LTD 2.0%
Value ($000) $20,586 Shares 295,126 Est. Cost $54.50 Unrealized +2.9%
SYY SYSCO CORP 1.9%
Value ($000) $20,025 Shares 488,398 Est. Cost $24.40 Unrealized +29.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $16,624 Shares 125,897 Est. Cost $111.16 Unrealized +20.7%
INTC INTEL CORP 1.6%
Value ($000) $16,396 Shares 475,932 Est. Cost $17.18 Unrealized +55.1%
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $16,380 Shares 192,346 Est. Cost $76.05 Unrealized
PRAXAIR INC 1.6%
Value ($000) $16,357 Shares 159,735 Est. Cost $128.49 Unrealized
STT STATE STR CORP 1.6%
Value ($000) $16,298 Shares 245,602 Est. Cost $44.71 Unrealized +16.0%
CVS CVS HEALTH CORP 1.5%
Value ($000) $15,811 Shares 161,720 Est. Cost $58.19 Unrealized +24.8%
CISCO SYS INC 1.5%
Value ($000) $15,231 Shares 560,883 Est. Cost $24.34 Unrealized
FAST FASTENAL CO 1.3%
Value ($000) $14,013 Shares 343,311 Est. Cost $7.98 Unrealized -5.6%
CAT CATERPILLAR INC DEL 1.3%
Value ($000) $13,103 Shares 192,810 Est. Cost $61.89 Unrealized -11.8%
MASTERCARD INC 1.2%
Value ($000) $13,007 Shares 133,600 Est. Cost $91.95 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $12,297 Shares 221,655 Est. Cost $26.98 Unrealized +70.2%
ALPHABET INC CL C 1.2%
Value ($000) $12,088 Shares 15,929 Est. Cost $758.87 Unrealized
UNILEVER PLC 1.1%
Value ($000) $11,270 Shares 261,353 Est. Cost $40.59 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.0%
Value ($000) $10,392 Shares 230,419 Est. Cost $31.77 Unrealized +33.9%
JOHNSON CTLS INC 1.0%
Value ($000) $10,384 Shares 262,938 Est. Cost $36.21 Unrealized
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $9,405 Shares 92,946 Est. Cost $64.68 Unrealized +12.7%
MONSANTO CO NEW 0.9%
Value ($000) $9,248 Shares 93,872 Est. Cost $100.40 Unrealized
3M CO 0.9%
Value ($000) $9,185 Shares 60,968 Est. Cost $112.26 Unrealized
VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $9,166 Shares 198,313 Est. Cost $47.66 Unrealized
E M C CORP MASS 0.9%
Value ($000) $8,952 Shares 348,770 Est. Cost $23.70 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $8,765 Shares 175,340 Est. Cost $45.98 Unrealized -13.0%
SO SOUTHERN CO 0.8%
Value ($000) $8,493 Shares 181,517 Est. Cost $27.27 Unrealized +8.6%
NVO NOVO-NORDISK A S SPONS ADR 0.7%
Value ($000) $7,652 Shares 131,752 Est. Cost $47.48 Unrealized
KINDER MORGAN INC DEL 0.7%
Value ($000) $7,349 Shares 492,560 Est. Cost $33.47 Unrealized
MEDTRONIC PLC 0.7%
Value ($000) $7,303 Shares 94,951 Est. Cost $77.83 Unrealized
LINEAR TECHNOLOGY CORP 0.7%
Value ($000) $7,234 Shares 170,342 Est. Cost $36.84 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $6,838 Shares 152,262 Est. Cost $29.15 Unrealized +25.4%
SYK STRYKER CORP 0.7%
Value ($000) $6,795 Shares 73,115 Est. Cost $58.15 Unrealized +46.6%
TJX TJX COS INC NEW 0.6%
Value ($000) $5,783 Shares 81,555 Est. Cost $30.50 Unrealized +1.3%
BHP BHP BILLITON LTD 0.5%
Value ($000) $5,144 Shares 199,910 Est. Cost $56.40 Unrealized
INTU INTUIT INC 0.4%
Value ($000) $4,449 Shares 46,105 Est. Cost $62.18 Unrealized +43.7%
AT&T INC 0.4%
Value ($000) $4,139 Shares 120,279 Est. Cost $35.39 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $3,687 Shares 61,420 Est. Cost $44.08 Unrealized +12.1%
IWM ISHARES TR 0.3%
Value ($000) $3,436 Shares 30,515 Est. Cost $110.31 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $3,385 Shares 104,849 Est. Cost $16.93 Unrealized +20.4%
BHP BILLITON PLC 0.2%
Value ($000) $2,498 Shares 110,270 Est. Cost $30.69 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $2,328 Shares 42,826 Est. Cost $30.97 Unrealized +31.9%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $2,254 Shares 31,267 Est. Cost $40.35 Unrealized +35.4%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $1,948 Shares 22,770 Est. Cost $30.29 Unrealized +14.9%
RAYTHEON CO 0.2%
Value ($000) $1,930 Shares 15,500 Est. Cost $66.44 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $1,885 Shares 32,106 Est. Cost $61.73 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $1,781 Shares 26,978 Est. Cost $52.80 Unrealized
CIGNA CORPORATION 0.2%
Value ($000) $1,734 Shares 11,850 Est. Cost $83.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,729 Shares 12,563 Est. Cost $112.05 Unrealized -21.9%
ABBVIE INC 0.1%
Value ($000) $1,524 Shares 25,730 Est. Cost $42.47 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $1,367 Shares 10,506 Est. Cost $79.46 Unrealized +23.3%
DHR DANAHER CORP 0.1%
Value ($000) $1,250 Shares 13,454 Est. Cost $31.87 Unrealized +20.0%
PAYPAL HLDGS INC 0.1%
Value ($000) $1,237 Shares 34,185 Est. Cost $31.12 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,127 Shares 9,538 Est. Cost $70.63 Unrealized +23.5%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,043 Shares 15,151 Est. Cost $29.12 Unrealized +60.3%
WU WESTERN UN CO 0.1%
Value ($000) $1,042 Shares 58,180 Est. Cost $17.13 Unrealized
COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,032 Shares 6,390 Est. Cost $114.28 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $1,031 Shares 17,885 Est. Cost $31.98 Unrealized +26.5%
VISA INC 0.1%
Value ($000) $1,027 Shares 13,244 Est. Cost $101.76 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,011 Shares 25,800 Est. Cost $48.54 Unrealized -16.6%
DIAGEO P L C 0.1%
Value ($000) $969 Shares 8,884 Est. Cost $117.08 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $929 Shares 28,845 Est. Cost $38.97 Unrealized
MCGRAW HILL FINL INC 0.1%
Value ($000) $922 Shares 9,352 Est. Cost $53.19 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $916 Shares 5,645 Est. Cost $82.07 Unrealized +41.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $866 Shares 9,628 Est. Cost $71.77 Unrealized -18.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $839 Shares 9,049 Est. Cost $62.35 Unrealized +14.5%
HD HOME DEPOT INC 0.1%
Value ($000) $807 Shares 6,106 Est. Cost $59.31 Unrealized +68.6%
ADOBE SYS INC 0.1%
Value ($000) $696 Shares 7,405 Est. Cost $81.03 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $681 Shares 11,123 Est. Cost $20.24 Unrealized -17.8%
TARGET CORP 0.1%
Value ($000) $663 Shares 9,125 Est. Cost $70.70 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $653 Shares 6,850 Est. Cost $67.69 Unrealized -0.7%
ORACLE CORP 0.1%
Value ($000) $652 Shares 17,849 Est. Cost $39.37 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $615 Shares 10,250 Est. Cost $46.67 Unrealized +22.4%
COMCAST CORP NEW 0.1%
Value ($000) $604 Shares 10,700 Est. Cost $60.17 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $591 Shares 12,918 Est. Cost $63.79 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $584 Shares 21,250 Est. Cost $19.93 Unrealized +23.3%
GLW CORNING INC 0.1%
Value ($000) $578 Shares 31,600 Est. Cost $15.55 Unrealized -10.9%
UNP UNION PAC CORP 0.1%
Value ($000) $549 Shares 7,028 Est. Cost $74.20 Unrealized -8.0%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $528 Shares 6,033 Est. Cost $69.24 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $522 Shares 7,841 Est. Cost $52.49 Unrealized
CHUBB CORP 0.0%
Value ($000) $475 Shares 3,581 Est. Cost $132.64 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $471 Shares 4,480 Est. Cost $66.09 Unrealized +54.7%
TECO ENERGY INC 0.0%
Value ($000) $464 Shares 17,400 Est. Cost $17.18 Unrealized
BAXALTA INC 0.0%
Value ($000) $436 Shares 11,310 Est. Cost $31.50 Unrealized
DOMINION RES INC VA NEW 0.0%
Value ($000) $434 Shares 6,420 Est. Cost $56.77 Unrealized
ALPHABET INC CL A 0.0%
Value ($000) $432 Shares 555 Est. Cost $778.38 Unrealized
ANADARKO PETROLEUM CORPORATION 0.0%
Value ($000) $372 Shares 7,650 Est. Cost $78.07 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $350 Shares 2,750 Est. Cost $67.72 Unrealized +25.5%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $349 Shares 10,660 Est. Cost $39.43 Unrealized
SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $347 Shares 1,365 Est. Cost $243.24 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $346 Shares 4,550 Est. Cost $37.84 Unrealized +63.1%
ALTRIA GROUP INC 0.0%
Value ($000) $338 Shares 5,800 Est. Cost $48.97 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $334 Shares 6,720 Est. Cost $39.69 Unrealized +11.1%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $299 Shares 3,400 Est. Cost $49.85 Unrealized +4.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $286 Shares 1,100 Est. Cost $53.48 Unrealized +47.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $267 Shares 6,995 Est. Cost $31.68 Unrealized -2.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $263 Shares 3,100 Est. Cost $29.35 Unrealized +27.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $257 Shares 3,044 Est. Cost $76.16 Unrealized -9.2%
BA BOEING CO 0.0%
Value ($000) $256 Shares 1,770 Est. Cost $111.75 Unrealized +15.3%
BIOGEN INC 0.0%
Value ($000) $245 Shares 800 Est. Cost $215.00 Unrealized
DOW CHEM CO 0.0%
Value ($000) $231 Shares 4,486 Est. Cost $51.49 Unrealized
NKE NIKE INC 0.0%
Value ($000) $228 Shares 3,654 Est. Cost $53.13 Unrealized +6.7%
EATON CORP PLC 0.0%
Value ($000) $220 Shares 4,231 Est. Cost $76.84 Unrealized
UDR UDR INC 0.0%
Value ($000) $215 Shares 5,718 Est. Cost $25.10 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $209 Shares 3,000 Est. Cost $74.46 Unrealized -15.6%