Portfolio (Quarterly) Guide ↗

NICHOLS & PRATT ADVISERS LLP /MA

· CIK 0001141781

13F Portfolio $1.6B AUM 192 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 46 New 12 Added 24 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SOLV	SOLVENTUM CORP	Healthcare	4,564	$333K	0.02%	SOLD
2	CVS	CVS HEALTH CORP	Healthcare	3,183	$240K	0.01%	SOLD
3	VMC	VULCAN MATERIALS CO	Basic Materials	700	$215K	0.01%	SOLD

Sector Allocation

Technology 24.7%

Healthcare 17.1%

Industrials 14.1%

Communication Services 11.6%

Consumer Defensive 9.5%

Consumer Cyclical 7.3%

Financial Services 7.0%

Energy 4.1%

Basic Materials 3.5%

Utilities 1.2%