NICHOLS & PRATT ADVISERS LLP /MA Diversified Active

CIK: 0001141781 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 4, 2016

Total Value ($000): $1,101,755 (100.0% shares, 0.0% debt)

Holdings (118)

JNJ JOHNSON & JOHNSON 8.6%
Value ($000) $94,382 Shares 778,090 Est. Cost $59.66 Unrealized +45.9%
GENERAL ELECTRIC CORP 6.5%
Value ($000) $72,057 Shares 2,288,919 Est. Cost $23.28 Unrealized
EXXON MOBIL CORP 5.7%
Value ($000) $62,977 Shares 671,791 Est. Cost $96.82 Unrealized
PG PROCTER & GAMBLE CO 5.7%
Value ($000) $62,743 Shares 740,963 Est. Cost $55.02 Unrealized +15.1%
PEP PEPSICO INC 4.6%
Value ($000) $51,137 Shares 482,795 Est. Cost $56.01 Unrealized +37.6%
ADP AUTOMATIC DATA PROCESSING IN 4.2%
Value ($000) $46,765 Shares 508,783 Est. Cost $45.09 Unrealized +59.2%
KO COCA COLA CO 4.1%
Value ($000) $44,982 Shares 992,678 Est. Cost $27.83 Unrealized +19.7%
MERCK & CO INC 3.8%
Value ($000) $42,319 Shares 734,248 Est. Cost $46.77 Unrealized
NOVARTIS A G 3.2%
Value ($000) $35,722 Shares 432,871 Est. Cost $72.31 Unrealized
CL COLGATE PALMOLIVE CO 2.9%
Value ($000) $31,810 Shares 434,699 Est. Cost $44.38 Unrealized +28.2%
EMR EMERSON ELEC CO 2.8%
Value ($000) $31,214 Shares 598,400 Est. Cost $40.02 Unrealized +3.8%
FISV FISERV INC 2.7%
Value ($000) $30,105 Shares 276,804 Est. Cost $24.39 Unrealized +111.0%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $23,717 Shares 231,236 Est. Cost $93.58 Unrealized
SYY SYSCO CORP 2.1%
Value ($000) $23,540 Shares 463,933 Est. Cost $24.40 Unrealized +54.4%
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $23,197 Shares 293,221 Est. Cost $54.50 Unrealized +6.9%
AAPL APPLE INC 2.0%
Value ($000) $21,900 Shares 229,009 Est. Cost $18.54 Unrealized +22.0%
CVS CVS HEALTH CORP 1.7%
Value ($000) $18,623 Shares 194,665 Est. Cost $60.79 Unrealized +22.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $17,999 Shares 124,312 Est. Cost $111.16 Unrealized +28.6%
PRAXAIR INC 1.6%
Value ($000) $17,954 Shares 159,650 Est. Cost $128.49 Unrealized
CISCO SYS INC 1.5%
Value ($000) $16,975 Shares 591,501 Est. Cost $24.56 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $15,894 Shares 190,876 Est. Cost $76.05 Unrealized
FAST FASTENAL CO 1.4%
Value ($000) $15,712 Shares 353,291 Est. Cost $7.99 Unrealized +11.0%
INTC INTEL CORP 1.4%
Value ($000) $15,485 Shares 472,232 Est. Cost $17.18 Unrealized +46.2%
CAT CATERPILLAR INC DEL 1.3%
Value ($000) $14,852 Shares 195,915 Est. Cost $61.70 Unrealized -3.0%
MASTERCARD INC 1.3%
Value ($000) $13,900 Shares 157,650 Est. Cost $91.82 Unrealized
VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $13,660 Shares 244,578 Est. Cost $48.93 Unrealized
STT STATE STR CORP 1.2%
Value ($000) $13,164 Shares 244,152 Est. Cost $44.71 Unrealized +0.9%
ALPHABET INC 1.1%
Value ($000) $12,665 Shares 18,265 Est. Cost $754.09 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $12,599 Shares 246,243 Est. Cost $28.88 Unrealized +59.2%
UNILEVER PLC 1.1%
Value ($000) $12,420 Shares 259,106 Est. Cost $40.59 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.0%
Value ($000) $10,796 Shares 220,149 Est. Cost $31.77 Unrealized +35.2%
3M CO 1.0%
Value ($000) $10,550 Shares 60,243 Est. Cost $112.26 Unrealized
SO SOUTHERN CO 0.9%
Value ($000) $10,184 Shares 189,887 Est. Cost $27.51 Unrealized +22.2%
QCOM QUALCOMM INC 0.9%
Value ($000) $10,138 Shares 189,530 Est. Cost $45.40 Unrealized -11.3%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $9,962 Shares 119,201 Est. Cost $64.34 Unrealized -2.5%
TJX TJX COS INC NEW 0.9%
Value ($000) $9,874 Shares 127,910 Est. Cost $31.00 Unrealized +7.5%
MONSANTO CO NEW 0.8%
Value ($000) $9,233 Shares 89,502 Est. Cost $100.40 Unrealized
SYK STRYKER CORP 0.8%
Value ($000) $8,507 Shares 70,915 Est. Cost $58.15 Unrealized +72.5%
MEDTRONIC PLC 0.8%
Value ($000) $8,287 Shares 95,441 Est. Cost $77.83 Unrealized
KINDER MORGAN INC DEL 0.8%
Value ($000) $8,287 Shares 442,756 Est. Cost $33.47 Unrealized
LINEAR TECHNOLOGY CORP 0.7%
Value ($000) $7,851 Shares 168,742 Est. Cost $36.84 Unrealized
NVO NOVO-NORDISK A S 0.7%
Value ($000) $7,565 Shares 140,495 Est. Cost $47.92 Unrealized
INTU INTUIT 0.5%
Value ($000) $5,250 Shares 47,035 Est. Cost $62.82 Unrealized +54.8%
AT&T INC 0.4%
Value ($000) $4,750 Shares 109,879 Est. Cost $35.39 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $4,681 Shares 82,000 Est. Cost $44.87 Unrealized +3.5%
BHP BHP BILLITON LTD 0.3%
Value ($000) $3,785 Shares 132,550 Est. Cost $56.40 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $3,472 Shares 88,301 Est. Cost $29.15 Unrealized +14.4%
PFE PFIZER INC 0.3%
Value ($000) $3,411 Shares 96,872 Est. Cost $16.93 Unrealized +24.4%
E M C CORP MASS 0.2%
Value ($000) $2,676 Shares 98,440 Est. Cost $23.70 Unrealized
MKC MCCORMICK & CO INC 0.2%
Value ($000) $2,431 Shares 22,795 Est. Cost $30.29 Unrealized +34.2%
RAYTHEON CO 0.2%
Value ($000) $2,107 Shares 15,500 Est. Cost $66.44 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $1,989 Shares 42,026 Est. Cost $30.97 Unrealized +20.2%
JOHNSON CTLS INC 0.2%
Value ($000) $1,939 Shares 43,810 Est. Cost $36.21 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,798 Shares 15,635 Est. Cost $110.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,792 Shares 11,803 Est. Cost $112.05 Unrealized -15.1%
EFA ISHARES TR 0.2%
Value ($000) $1,759 Shares 31,506 Est. Cost $61.73 Unrealized
JPMORGAN CHASE & CO 0.2%
Value ($000) $1,685 Shares 27,123 Est. Cost $52.80 Unrealized
ABBVIE INC 0.1%
Value ($000) $1,506 Shares 24,330 Est. Cost $42.47 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $1,441 Shares 21,742 Est. Cost $40.35 Unrealized +32.6%
DHR DANAHER CORP DEL 0.1%
Value ($000) $1,439 Shares 14,254 Est. Cost $32.33 Unrealized +24.0%
CIGNA CORPORATION 0.1%
Value ($000) $1,325 Shares 10,350 Est. Cost $83.72 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $1,276 Shares 17,885 Est. Cost $31.98 Unrealized +42.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,115 Shares 15,151 Est. Cost $29.12 Unrealized +73.4%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,109 Shares 25,800 Est. Cost $48.54 Unrealized -10.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,109 Shares 9,213 Est. Cost $70.63 Unrealized +40.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1,066 Shares 7,506 Est. Cost $79.46 Unrealized +32.0%
COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,003 Shares 6,390 Est. Cost $114.28 Unrealized
S&P GLOBAL INC 0.1%
Value ($000) $1,000 Shares 9,326 Est. Cost $107.23 Unrealized
VISA INC 0.1%
Value ($000) $982 Shares 13,244 Est. Cost $101.76 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $942 Shares 9,049 Est. Cost $62.35 Unrealized +33.6%
CVX CHEVRON CORPORATION NEW 0.1%
Value ($000) $907 Shares 8,653 Est. Cost $71.77 Unrealized -7.0%
AMGN AMGEN INC 0.1%
Value ($000) $859 Shares 5,645 Est. Cost $82.07 Unrealized +42.2%
WU WESTERN UN CO 0.1%
Value ($000) $841 Shares 43,800 Est. Cost $17.13 Unrealized
COMCAST CORP NEW 0.1%
Value ($000) $783 Shares 12,000 Est. Cost $60.72 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $780 Shares 6,106 Est. Cost $59.31 Unrealized +77.0%
DIAGEO P L C 0.1%
Value ($000) $734 Shares 6,500 Est. Cost $115.54 Unrealized
GLW CORNING INC 0.1%
Value ($000) $725 Shares 35,400 Est. Cost $15.41 Unrealized +0.7%
ADOBE SYS INC 0.1%
Value ($000) $709 Shares 7,405 Est. Cost $81.03 Unrealized
BHP BILLITON LTD 0.1%
Value ($000) $679 Shares 26,760 Est. Cost $30.69 Unrealized
ORACLE CORP 0.1%
Value ($000) $679 Shares 16,600 Est. Cost $39.53 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $669 Shares 12,118 Est. Cost $63.79 Unrealized
TARGET CORP 0.1%
Value ($000) $623 Shares 8,925 Est. Cost $70.70 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $614 Shares 7,028 Est. Cost $74.20 Unrealized -8.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $587 Shares 10,250 Est. Cost $46.67 Unrealized +14.8%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $558 Shares 6,850 Est. Cost $67.69 Unrealized -7.0%
DU PONT E I DE NEMOURS & CO 0.0%
Value ($000) $508 Shares 7,841 Est. Cost $52.49 Unrealized
DOMINION RES INC VA NEW 0.0%
Value ($000) $500 Shares 6,420 Est. Cost $56.77 Unrealized
TECO ENERGY INC 0.0%
Value ($000) $481 Shares 17,400 Est. Cost $17.18 Unrealized
ALPHABET INC 0.0%
Value ($000) $461 Shares 655 Est. Cost $766.99 Unrealized
CHUBB LIMITED 0.0%
Value ($000) $409 Shares 3,125 Est. Cost $122.55 Unrealized
PAYPAL HLDGS INC 0.0%
Value ($000) $409 Shares 11,200 Est. Cost $31.12 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $400 Shares 5,800 Est. Cost $48.97 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $397 Shares 11,545 Est. Cost $38.97 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $378 Shares 2,750 Est. Cost $67.72 Unrealized +38.7%
SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $372 Shares 1,365 Est. Cost $243.24 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $370 Shares 3,780 Est. Cost $66.09 Unrealized +39.5%
EBAY EBAY INC 0.0%
Value ($000) $364 Shares 15,550 Est. Cost $19.93 Unrealized +7.7%
LOW LOWES COS INC 0.0%
Value ($000) $361 Shares 4,550 Est. Cost $37.84 Unrealized +71.2%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $350 Shares 9,910 Est. Cost $39.43 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $346 Shares 3,400 Est. Cost $49.85 Unrealized +23.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $323 Shares 1,100 Est. Cost $53.48 Unrealized +66.7%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $319 Shares 3,100 Est. Cost $29.35 Unrealized +45.0%
WMT WAL MART STORES INC 0.0%
Value ($000) $302 Shares 4,148 Est. Cost $20.24 Unrealized -3.6%
SHIRE PLC 0.0%
Value ($000) $285 Shares 1,552 Est. Cost $183.63 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $259 Shares 3,044 Est. Cost $76.16 Unrealized -8.5%
EATON CORP PLC 0.0%
Value ($000) $253 Shares 4,231 Est. Cost $76.84 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $249 Shares 5,510 Est. Cost $31.68 Unrealized +18.3%
WEINGARTEN RLTY INVS 0.0%
Value ($000) $235 Shares 5,750 Est. Cost $37.57 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $234 Shares 7,000 Est. Cost $30.00 Unrealized
INDB INDEPENDENT BANK CORP MA 0.0%
Value ($000) $229 Shares 5,000 Est. Cost $33.60 Unrealized +5.3%
WY WEYERHAEUSER CO 0.0%
Value ($000) $221 Shares 7,417 Est. Cost $18.27 Unrealized +15.6%
EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $219 Shares 2,200 Est. Cost $99.55 Unrealized
UDR UDR INC 0.0%
Value ($000) $211 Shares 5,718 Est. Cost $25.10 Unrealized +1.4%
PPG PPG INDS INC 0.0%
Value ($000) $207 Shares 1,984 Est. Cost $82.12 Unrealized +11.5%
ECL ECOLAB INC 0.0%
Value ($000) $205 Shares 1,730 Est. Cost $104.92 Unrealized 0.0%
KELLOGG CO 0.0%
Value ($000) $204 Shares 2,500 Est. Cost $50.93 Unrealized 0.0%
EATON VANCE CORP 0.0%
Value ($000) $204 Shares 5,760 Est. Cost $35.42 Unrealized
NKE NIKE INC 0.0%
Value ($000) $202 Shares 3,654 Est. Cost $53.13 Unrealized -5.3%