NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 6, 2016

Total Value ($000): $1,081,211 (100.0% shares, 0.0% debt)

Holdings (118)

JNJ JOHNSON & JOHNSON 7.8%
Value ($000) $84,660 Shares 782,005 Est. Cost $59.66 Unrealized +32.0%
GENERAL ELECTRIC CO 6.8%
Value ($000) $73,145 Shares 2,300,389 Est. Cost $23.28 Unrealized
PG PROCTER & GAMBLE CO 5.7%
Value ($000) $61,134 Shares 741,882 Est. Cost $55.02 Unrealized +12.0%
EXXON MOBIL CORP 5.2%
Value ($000) $56,227 Shares 672,961 Est. Cost $96.82 Unrealized
PEP PEPSICO INC 4.6%
Value ($000) $49,529 Shares 482,885 Est. Cost $56.01 Unrealized +30.8%
KO COCA COLA CO 4.3%
Value ($000) $46,465 Shares 1,000,878 Est. Cost $27.83 Unrealized +14.4%
ADP AUTOMATIC DATA PROCESSING INC 4.2%
Value ($000) $45,898 Shares 511,468 Est. Cost $45.09 Unrealized +50.1%
MERCK & CO INC NEW 3.6%
Value ($000) $38,504 Shares 726,883 Est. Cost $46.66 Unrealized
EMR EMERSON ELEC CO 3.0%
Value ($000) $32,554 Shares 598,375 Est. Cost $40.02 Unrealized -6.6%
NOVARTIS A G 2.8%
Value ($000) $30,812 Shares 425,761 Est. Cost $72.14 Unrealized
CL COLGATE PALMOLIVE CO 2.8%
Value ($000) $30,743 Shares 434,839 Est. Cost $44.38 Unrealized +19.1%
FISV FISERV INC 2.7%
Value ($000) $28,751 Shares 279,959 Est. Cost $24.39 Unrealized +94.4%
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $23,142 Shares 231,206 Est. Cost $93.58 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $23,004 Shares 210,881 Est. Cost $18.19 Unrealized +23.9%
SYY SYSCO CORP 2.0%
Value ($000) $21,934 Shares 469,350 Est. Cost $24.40 Unrealized +36.8%
SLB SCHLUMBERGER LTD 2.0%
Value ($000) $21,678 Shares 294,371 Est. Cost $54.50 Unrealized -2.5%
CVS CVS HEALTH CORP 1.7%
Value ($000) $18,319 Shares 176,400 Est. Cost $59.37 Unrealized +22.0%
PRAXAIR INC 1.7%
Value ($000) $18,300 Shares 159,825 Est. Cost $128.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $17,880 Shares 126,027 Est. Cost $111.16 Unrealized +19.3%
FAST FASTENAL CO 1.6%
Value ($000) $17,271 Shares 352,516 Est. Cost $7.99 Unrealized +4.9%
CISCO SYS INC 1.5%
Value ($000) $16,176 Shares 567,841 Est. Cost $24.39 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.5%
Value ($000) $16,128 Shares 191,446 Est. Cost $76.05 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $15,391 Shares 475,532 Est. Cost $17.18 Unrealized +42.0%
CAT CATERPILLAR INC DEL 1.4%
Value ($000) $15,080 Shares 197,020 Est. Cost $61.70 Unrealized -14.0%
STT STATE STR CORP 1.3%
Value ($000) $14,357 Shares 245,252 Est. Cost $44.71 Unrealized -4.6%
MASTERCARD INC 1.3%
Value ($000) $13,683 Shares 144,495 Est. Cost $92.16 Unrealized
ALPHABET INC CL C 1.2%
Value ($000) $12,814 Shares 17,179 Est. Cost $757.92 Unrealized
VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $12,805 Shares 236,783 Est. Cost $48.70 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $12,749 Shares 230,584 Est. Cost $27.72 Unrealized +66.2%
UNILEVER PLC 1.1%
Value ($000) $11,762 Shares 260,406 Est. Cost $40.59 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.0%
Value ($000) $10,770 Shares 220,639 Est. Cost $31.77 Unrealized +27.2%
JOHNSON CTLS INC 0.9%
Value ($000) $10,066 Shares 258,308 Est. Cost $36.21 Unrealized
3M CO 0.9%
Value ($000) $10,034 Shares 60,218 Est. Cost $112.26 Unrealized
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $9,881 Shares 107,256 Est. Cost $64.52 Unrealized -1.6%
SO SOUTHERN CO 0.9%
Value ($000) $9,693 Shares 187,387 Est. Cost $27.43 Unrealized +17.5%
TJX TJX COS INC NEW 0.9%
Value ($000) $9,441 Shares 120,415 Est. Cost $30.86 Unrealized +2.4%
QCOM QUALCOMM INC 0.9%
Value ($000) $9,403 Shares 184,005 Est. Cost $45.56 Unrealized -19.0%
KINDER MORGAN INC DEL 0.8%
Value ($000) $8,676 Shares 487,399 Est. Cost $33.47 Unrealized
MONSANTO CO NEW 0.8%
Value ($000) $8,255 Shares 94,072 Est. Cost $100.40 Unrealized
SYK STRYKER CORP 0.7%
Value ($000) $7,800 Shares 72,515 Est. Cost $58.15 Unrealized +51.6%
NVO NOVO-NORDISK A S SPONS ADR 0.7%
Value ($000) $7,654 Shares 140,985 Est. Cost $47.92 Unrealized
LINEAR TECHNOLOGY CORP 0.7%
Value ($000) $7,588 Shares 170,292 Est. Cost $36.84 Unrealized
MEDTRONIC PLC 0.7%
Value ($000) $7,144 Shares 95,161 Est. Cost $77.83 Unrealized
BHP BHP BILLITON LTD 0.5%
Value ($000) $4,996 Shares 192,910 Est. Cost $56.40 Unrealized
INTU INTUIT INC 0.5%
Value ($000) $4,913 Shares 47,215 Est. Cost $62.82 Unrealized +42.5%
ABT ABBOTT LABS 0.4%
Value ($000) $4,814 Shares 115,076 Est. Cost $29.15 Unrealized +13.2%
SBUX STARBUCKS CORP 0.4%
Value ($000) $4,673 Shares 77,920 Est. Cost $44.79 Unrealized +5.9%
AT&T INC 0.4%
Value ($000) $4,397 Shares 112,279 Est. Cost $35.39 Unrealized
E M C CORP MASS 0.4%
Value ($000) $3,801 Shares 142,853 Est. Cost $23.70 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $3,375 Shares 30,505 Est. Cost $110.31 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $2,972 Shares 100,272 Est. Cost $16.93 Unrealized +10.3%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $2,265 Shares 22,770 Est. Cost $30.29 Unrealized +23.1%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $2,071 Shares 42,826 Est. Cost $30.97 Unrealized +19.8%
RAYTHEON CO 0.2%
Value ($000) $1,901 Shares 15,500 Est. Cost $66.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,833 Shares 12,103 Est. Cost $112.05 Unrealized -25.0%
EFA ISHARES TR 0.2%
Value ($000) $1,800 Shares 31,506 Est. Cost $61.73 Unrealized
BHP BILLITON PLC 0.2%
Value ($000) $1,638 Shares 72,060 Est. Cost $30.69 Unrealized
CIGNA CORPORATION 0.2%
Value ($000) $1,626 Shares 11,850 Est. Cost $83.72 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $1,609 Shares 24,692 Est. Cost $40.35 Unrealized +18.7%
JP MORGAN CHASE & CO 0.1%
Value ($000) $1,606 Shares 27,123 Est. Cost $52.80 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $1,513 Shares 10,506 Est. Cost $79.46 Unrealized +19.2%
ABBVIE INC 0.1%
Value ($000) $1,457 Shares 25,505 Est. Cost $42.47 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $1,276 Shares 13,454 Est. Cost $31.87 Unrealized +14.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,186 Shares 9,438 Est. Cost $70.63 Unrealized +33.0%
DIAGEO P L C 0.1%
Value ($000) $1,149 Shares 10,657 Est. Cost $115.54 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $1,133 Shares 17,885 Est. Cost $31.98 Unrealized +28.8%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,112 Shares 25,800 Est. Cost $48.54 Unrealized -20.5%
VISA INC 0.1%
Value ($000) $1,013 Shares 13,244 Est. Cost $101.76 Unrealized
COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,007 Shares 6,390 Est. Cost $114.28 Unrealized
WU WESTERN UN CO 0.1%
Value ($000) $976 Shares 50,600 Est. Cost $17.13 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $968 Shares 15,151 Est. Cost $29.12 Unrealized +53.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $927 Shares 9,049 Est. Cost $62.35 Unrealized +17.5%
MCGRAW HILL FINL INC 0.1%
Value ($000) $923 Shares 9,326 Est. Cost $53.19 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $852 Shares 8,925 Est. Cost $71.77 Unrealized -20.0%
AMGN AMGEN INC 0.1%
Value ($000) $847 Shares 5,645 Est. Cost $82.07 Unrealized +35.0%
HD HOME DEPOT INC 0.1%
Value ($000) $815 Shares 6,106 Est. Cost $59.31 Unrealized +65.9%
TARGET CORP 0.1%
Value ($000) $751 Shares 9,125 Est. Cost $70.70 Unrealized
GLW CORNING INC 0.1%
Value ($000) $739 Shares 35,400 Est. Cost $15.41 Unrealized -7.5%
ADOBE SYS INC 0.1%
Value ($000) $695 Shares 7,405 Est. Cost $81.03 Unrealized
COMCAST CORP NEW 0.1%
Value ($000) $654 Shares 10,700 Est. Cost $60.17 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $643 Shares 10,250 Est. Cost $46.67 Unrealized +10.4%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $626 Shares 12,918 Est. Cost $63.79 Unrealized
ORACLE CORP 0.1%
Value ($000) $610 Shares 14,900 Est. Cost $39.37 Unrealized
PNC PNC FINL SVCS GROUP 0.1%
Value ($000) $579 Shares 6,850 Est. Cost $67.69 Unrealized -8.4%
UNP UNION PAC CORP 0.1%
Value ($000) $559 Shares 7,028 Est. Cost $74.20 Unrealized -16.5%
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $497 Shares 7,841 Est. Cost $52.49 Unrealized
DOMINION RES INC VA NEW 0.0%
Value ($000) $482 Shares 6,420 Est. Cost $56.77 Unrealized
TECO ENERGY INC 0.0%
Value ($000) $479 Shares 17,400 Est. Cost $17.18 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $458 Shares 13,345 Est. Cost $38.97 Unrealized
PAYPAL HLDGS INC 0.0%
Value ($000) $437 Shares 11,300 Est. Cost $31.12 Unrealized
BAXALTA INC 0.0%
Value ($000) $428 Shares 10,610 Est. Cost $31.50 Unrealized
ALPHABET INC CL A 0.0%
Value ($000) $423 Shares 555 Est. Cost $778.38 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $375 Shares 3,780 Est. Cost $66.09 Unrealized +34.6%
EBAY EBAY INC 0.0%
Value ($000) $371 Shares 15,550 Est. Cost $19.93 Unrealized +8.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $370 Shares 2,750 Est. Cost $67.72 Unrealized +37.0%
ALTRIA GROUP INC 0.0%
Value ($000) $363 Shares 5,800 Est. Cost $48.97 Unrealized
SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $358 Shares 1,365 Est. Cost $243.24 Unrealized
WWD WOODWARD INC 0.0%
Value ($000) $350 Shares 6,720 Est. Cost $39.69 Unrealized +12.7%
LOW LOWES COS INC 0.0%
Value ($000) $345 Shares 4,550 Est. Cost $37.84 Unrealized +55.6%
ANADARKO PETROLEUM CORPORATION 0.0%
Value ($000) $342 Shares 7,350 Est. Cost $78.07 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $341 Shares 9,860 Est. Cost $39.43 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $334 Shares 3,400 Est. Cost $49.85 Unrealized +12.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $313 Shares 1,100 Est. Cost $53.48 Unrealized +49.3%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $285 Shares 3,100 Est. Cost $29.35 Unrealized +30.7%
WMT WAL-MART STORES INC 0.0%
Value ($000) $284 Shares 4,148 Est. Cost $20.24 Unrealized -9.5%
EATON CORP PLC 0.0%
Value ($000) $265 Shares 4,231 Est. Cost $76.84 Unrealized
CHUBB CORP 0.0%
Value ($000) $256 Shares 2,155 Est. Cost $118.79 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $253 Shares 3,044 Est. Cost $76.16 Unrealized -19.2%
INDB INDEPENDENT BANK CORP MASS 0.0%
Value ($000) $230 Shares 5,000 Est. Cost $33.60 Unrealized 0.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $227 Shares 5,510 Est. Cost $31.68 Unrealized +2.5%
BA BOEING CO 0.0%
Value ($000) $225 Shares 1,770 Est. Cost $111.75 Unrealized +0.1%
NKE NIKE INC 0.0%
Value ($000) $225 Shares 3,654 Est. Cost $53.13 Unrealized +0.1%
PPG PPG INDS INC 0.0%
Value ($000) $221 Shares 1,984 Est. Cost $82.12 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $220 Shares 7,117 Est. Cost $18.15 Unrealized 0.0%
UDR UDR INC 0.0%
Value ($000) $220 Shares 5,718 Est. Cost $25.10 Unrealized +0.5%
WEINGARTEN RLTY INVS 0.0%
Value ($000) $216 Shares 5,750 Est. Cost $37.57 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $210 Shares 7,000 Est. Cost $30.00 Unrealized
BIOGEN INC 0.0%
Value ($000) $208 Shares 800 Est. Cost $215.00 Unrealized