0001141781-26-000002.txt : 20260429 0001141781-26-000002.hdr.sgml : 20260429 20260429154317 ACCESSION NUMBER: 0001141781-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260429 DATE AS OF CHANGE: 20260429 EFFECTIVENESS DATE: 20260429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NICHOLS & PRATT ADVISERS LLP /MA CENTRAL INDEX KEY: 0001141781 ORGANIZATION NAME: EIN: 043249229 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06593 FILM NUMBER: 26915255 BUSINESS ADDRESS: STREET 1: 50 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6175236800 MAIL ADDRESS: STREET 1: 50 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001141781 XXXXXXXX 03-31-2026 03-31-2026 NICHOLS & PRATT ADVISERS LLP /MA
50 CONGRESS STREET BOSTON MA 02109
13F HOLDINGS REPORT 028-06593 N
Kimberly H. Latifi Chief Compliance Officer 617 523 6800 Kimberly H. Latifi Boston MA 04-29-2026 5 188 1549280103 false 6 0001389867 028-12207 Herbert John K III 7 0001568106 028-15124 Bator Thomas E. 8 0001799680 028-20095 Nichols Richard K 9 0001799678 028-20092 Popov Patricia D 10 0001905955 028-21653 LATIFI KIMBERLY H
INFORMATION TABLE 2 final033126c.xml 3M CO COM 88579Y101 428429 2950 SH SOLE 0 2950 0 0 3M CO COM 88579Y101 1824089 12560 SH OTR 6,7,8 0 12560 0 ABBOTT LABORATORIES COM 002824100 320844 3125 SH SOLE 0 3125 0 0 ABBOTT LABORATORIES COM 002824100 3977949 38745 SH OTR 6,7,8,9,10 0 38745 0 ABBVIE INC COM 00287Y109 1464143 6732 SH SOLE 0 6732 0 0 ABBVIE INC COM 00287Y109 3849573 17700 SH OTR 6,7,8,9,10 0 17700 0 ACADEMY SPORTS & OUTDOORS INC COM 00402L107 50805 900 SH SOLE 0 900 0 0 ACADEMY SPORTS & OUTDOORS INC COM 00402L107 454423 8050 SH OTR 7,8,9 0 8050 0 ACCENTURE PLC SHS CLASS A G1151C101 659711 3327 SH SOLE 0 3327 0 0 ACCENTURE PLC SHS CLASS A G1151C101 8074171 40719 SH OTR 6,7,8,9,10 0 40719 0 ADOBE INC COM 00724F101 141716 583 SH SOLE 0 583 0 0 ADOBE INC COM 00724F101 205403 845 SH OTR 6,7,9 0 845 0 AFLAC INC COM 001055102 223808 2040 SH SOLE 0 2040 0 0 AGNICO EAGLE MINES LTD COM 008474108 213129 1050 SH OTR 8,10 0 1050 0 AIR PRODUCTS AND CHEMICALS INC COM 009158106 1938440 6673 SH SOLE 0 6673 0 0 AIR PRODUCTS AND CHEMICALS INC COM 009158106 16552701 56982 SH OTR 6,7,8,9,10 0 56982 0 ALCON AG ORD SHS H01301128 1011875 13429 SH SOLE 0 13429 0 0 ALCON AG ORD SHS H01301128 14285305 189586 SH OTR 6,7,8,9,10 0 189586 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 343774 1039 SH SOLE 0 1039 0 0 ALPHABET INC CAPSTK CL A 02079K305 1731111 6020 SH SOLE 0 1500 0 0 ALPHABET INC CAPSTK CL A 02079K305 431340 1500 SH OTR 7,8,9 0 6020 0 ALPHABET INC CAPSTK CL C 02079K107 117070721 408111 SH SOLE 0 28536 0 0 ALPHABET INC CAPSTK CL C 02079K107 8185837 28536 SH OTR 6,7,8,9,10 0 408111 0 AMAZON.COM INC COM 023135106 4111666 19742 SH SOLE 0 19742 0 0 AMAZON.COM INC COM 023135106 38930245 186922 SH OTR 6,7,8,9,10 0 186922 0 AMGEN INC COM 031162100 591812 1682 SH SOLE 0 1682 0 0 AMGEN INC COM 031162100 409905 1165 SH OTR 7,9 0 1165 0 APPLE INC COM 037833100 11260409 44369 SH SOLE 0 44369 0 0 APPLE INC COM 037833100 122337439 482042 SH OTR 6,7,8,9,10 0 482042 0 AT&T INC COM 00206R102 166837 5755 SH SOLE 0 5755 0 0 AT&T INC COM 00206R102 467435 16124 SH OTR 6,7,8,9,10 0 16124 0 AUTOMATIC DATA PROCESSING INC COM 053015103 2259971 11123 SH SOLE 0 11123 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 58552209 288179 SH OTR 6,7,8,9,10 0 288179 0 BERKSHIRE HATHAWAY INC CL B NEW 084670702 988590 2063 SH SOLE 0 2063 0 0 BERKSHIRE HATHAWAY INC CL B NEW 084670702 27398260 57175 SH OTR 6,7,8,9,10 0 57175 0 BHP GROUP LTD ADS 088606108 957549 13164 SH SOLE 0 13164 0 0 BHP GROUP LTD ADS 088606108 4329849 59525 SH OTR 6,7,8,9,10 0 59525 0 BLACKROCK INC COM 09290D101 269279 280 SH OTR 7 0 280 0 BRISTOL-MYERS SQUIBB CO COM 110122108 344189 5675 SH SOLE 0 5675 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 181950 3000 SH OTR 6 0 3000 0 BROADCOM INC COM 11135F101 17642 57 SH SOLE 0 57 0 0 BROADCOM INC COM 11135F101 962576 3110 SH OTR 7,8,9 0 3110 0 CATERPILLAR INC COM 149123101 1041436 1470 SH SOLE 0 1470 0 0 CATERPILLAR INC COM 149123101 39851583 56251 SH OTR 6,7,8,9,10 0 56251 0 CHEVRON CORP COM 166764100 124140 600 SH SOLE 0 600 0 0 CHEVRON CORP COM 166764100 810634 3918 SH OTR 6,7,8,9 0 3918 0 CHUBB LTD COM H1467J104 318760 978 SH SOLE 0 978 0 0 CHUBB LTD COM H1467J104 1584998 4863 SH OTR 6,7,8,9,10 0 4863 0 CINTAS CORP COM 172908105 241025 1425 SH OTR 7,9 0 1425 0 CISCO SYSTEMS INC COM 17275R102 2164839 27901 SH SOLE 0 27901 0 0 CISCO SYSTEMS INC COM 17275R102 11305794 145712 SH OTR 6,7,8,9,10 0 145712 0 COCA-COLA CO/THE COM 191216100 1364869 17947 SH SOLE 0 17947 0 0 COCA-COLA CO/THE COM 191216100 31607749 415618 SH OTR 6,7,8,9,10 0 415618 0 COLGATE-PALMOLIVE CO COM 194162103 14915 175 SH SOLE 0 175 0 0 COLGATE-PALMOLIVE CO COM 194162103 416775 4890 SH OTR 6,7,10 0 4890 0 COSTCO WHOLESALE CORP COM 22160K105 1674002 1680 SH SOLE 0 1680 0 0 COSTCO WHOLESALE CORP COM 22160K105 4256749 4272 SH OTR 6,7,8,9,10 0 4272 0 CUMMINS INC COM 231021106 217898 405 SH SOLE 0 405 0 0 DANAHER CORP COM 235851102 392282 2069 SH SOLE 0 2069 0 0 DANAHER CORP COM 235851102 921266 4859 SH OTR 7,8,9 0 4859 0 EATON CORP PLC SHS G29183103 9657 27 SH SOLE 0 27 0 0 EATON CORP PLC SHS G29183103 410963 1149 SH OTR 7,9 0 1149 0 ECOLAB INC COM 278865100 262030 985 SH SOLE 0 985 0 0 ECOLAB INC COM 278865100 3827230 14387 SH OTR 6,7,8,9,10 0 14387 0 EMERSON ELECTRIC CO COM 291011104 155128 1184 SH SOLE 0 1184 0 0 EMERSON ELECTRIC CO COM 291011104 3904789 29803 SH OTR 6,7,8,9,10 0 29803 0 EXPEDITORS INTERNATIONAL OF WASHINGTON INC COM 302130109 1721052 12016 SH OTR 6,7,8,10 0 12016 0 EXXON MOBIL CORP COM 30231G102 1505563 8874 SH SOLE 0 8874 0 0 EXXON MOBIL CORP COM 30231G102 11203328 66034 SH OTR 6,7,8,9,10 0 66034 0 FASTENAL CO COM 311900104 3255146 70154 SH SOLE 0 70154 0 0 FASTENAL CO COM 311900104 49693333 1070977 SH OTR 6,7,8,9,10 0 1070977 0 FISERV INC COM 337738108 1113712 19959 SH SOLE 0 19959 0 0 FISERV INC COM 337738108 14889505 266837 SH OTR 6,7,8,9,10 0 266837 0 GE AEROSPACE COM COM NEW 369604301 362374 1277 SH SOLE 0 1277 0 0 GE AEROSPACE COM COM NEW 369604301 6196685 21837 SH OTR 6,7,10 0 21837 0 GE VERNOVA INC COM 36828A101 70705 81 SH SOLE 0 81 0 0 GE VERNOVA INC COM 36828A101 3335351 3821 SH OTR 6,7,10 0 3821 0 GLOBAL PAYMENTS INC COM 37940X102 493444 7332 SH SOLE 0 7332 0 0 GLOBAL PAYMENTS INC COM 37940X102 4353031 64681 SH OTR 6,7,8,9,10 0 64681 0 HOME DEPOT INC/THE COM 437076102 34862 106 SH SOLE 0 106 0 0 HOME DEPOT INC/THE COM 437076102 310472 944 SH OTR 7,8 0 944 0 HONEYWELL INTL INC COM 438516106 248633 1100 SH OTR 8,9 0 1100 0 IDEXX LABS INC COM 45168D104 561890 1000 SH OTR 7,9 0 1000 0 ILLINOIS TOOL WORKS INC COM 452308109 136652 525 SH SOLE 0 525 0 0 ILLINOIS TOOL WORKS INC COM 452308109 110623 425 SH OTR 9 0 425 0 INDEPENDENT BANK CORP MASS COM 453836108 206828 2750 SH OTR 7 0 2750 0 INTEL CORP COM 458140100 529781 12005 SH SOLE 0 12005 0 0 INTEL CORP COM 458140100 2850621 64596 SH OTR 6,7,10 0 64596 0 INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 751409 3100 SH SOLE 0 3100 0 0 INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 1257519 5188 SH OTR 6,7,8 0 5188 0 INTUIT INC COM 461202103 2150658 4974 SH SOLE 0 4974 0 0 INTUIT INC COM 461202103 19932718 46100 SH OTR 6,7,8,9,10 0 46100 0 IQVIA HOLDINGS INC COM 46266C105 1972636 11567 SH SOLE 0 11567 0 0 IQVIA HOLDINGS INC COM 46266C105 20479978 120089 SH OTR 6,7,8,9,10 0 120089 0 ISHARES TR CORE MSCI EAFE 46432F842 633710 7000 SH SOLE 0 7000 0 0 ISHARES TR CORE S&P500 ETF 464287200 97982 177 SH SOLE 0 177 0 0 ISHARES TR CORE S&P SCP ETF 464287804 115618 9180 SH SOLE 0 9180 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 6216 200 SH SOLE 0 200 0 0 ISHARES TR CORE S&P500 ETF 464287200 1141166 150 SH OTR 7 0 150 0 ISHARES TR CORE S&P SCP ETF 464287804 348891 50 SH OTR 7 0 50 0 ISHARES TR MSCI EAFE ETF 464287465 49600 3592 SH OTR 7,8 0 3592 0 ISHARES TR RUSSELL 2000 ETF 464287655 303800 1225 SH OTR 7,8,9,10 0 1225 0 JOHNSON & JOHNSON COM 478160104 6192399 25333 SH SOLE 0 25333 0 0 JOHNSON & JOHNSON COM 478160104 108582204 444208 SH OTR 6,7,8,9,10 0 444208 0 JPMORGAN CHASE & CO COM 46625H100 125312 426 SH SOLE 0 426 0 0 JPMORGAN CHASE & CO COM 46625H100 6550943 22270 SH OTR 6,7,8,9,10 0 22270 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1200073 4250 SH SOLE 0 4250 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 2391109 8468 SH OTR 6,7,8,9,10 0 8468 0 KINDER MORGAN INC COM 49456B101 4304850 128388 SH SOLE 0 128388 0 0 KINDER MORGAN INC COM 49456B101 56249324 1677582 SH OTR 6,7,8,9,10 0 1677582 0 LINDE PLC SHS G54950103 998956 2015 SH SOLE 0 2015 0 0 LINDE PLC SHS G54950103 30805535 62138 SH OTR 6,7,8,9,10 0 62138 0 LOWE'S COS INC COM 548661107 389862 1650 SH OTR 7 0 1650 0 MARSH & MCLENNAN COS INC COM 571748102 221496 1277 SH OTR 8 0 1277 0 MASTERCARD INC CL A 57636Q104 4616858 9240 SH SOLE 0 9240 0 0 MASTERCARD INC CL A 57636Q104 68409950 136913 SH OTR 6,7,8,9,10 0 136913 0 MCCORMICK & CO INC/MD COM NON VTG 579780206 382739 7588 SH SOLE 0 7588 0 0 MCCORMICK & CO INC/MD COM NON VTG 579780206 1652767 32767 SH OTR 6,7,8,9,10 0 32767 0 MCDONALD'S CORP COM 580135101 372948 1200 SH OTR 7,9 0 1200 0 MEDTRONIC PLC SHS G5960L103 1589074 18339 SH SOLE 0 18339 0 0 MEDTRONIC PLC SHS G5960L103 11964372 138077 SH OTR 6,7,8,9,10 0 138077 0 MERCK & CO INC COM 58933Y105 3476501 28901 SH SOLE 0 28901 0 0 MERCK & CO INC COM 58933Y105 50249704 417738 SH OTR 6,7,8,9,10 0 417738 0 META PLATFORMS INC CL A 30303M102 200246 350 SH OTR 7 0 350 0 MICROSOFT CORP COM 594918104 5927902 16014 SH SOLE 0 16014 0 0 MICROSOFT CORP COM 594918104 63498221 171538 SH OTR 6,7,8,9,10 0 171538 0 MORGAN STANLEY COM NEW 617446448 216739 1317 SH SOLE 0 1317 0 0 MORGAN STANLEY COM NEW 617446448 309062 1878 SH OTR 6,7,9,10 0 1878 0 NEXTERA ENERGY INC COM 65339F101 26471 285 SH SOLE 0 285 0 0 NEXTERA ENERGY INC COM 65339F101 329910 3552 SH OTR 7,8,9 0 3552 0 NOVARTIS AG SPONSORED ADR 66987V109 238443 1561 SH SOLE 0 1561 0 0 NOVARTIS AG SPONSORED ADR 66987V109 2396037 15686 SH OTR 6,7,8,9,10 0 15686 0 NOVO NORDISK A/S ADR 670100205 1323992 36027 SH SOLE 0 36027 0 0 NOVO NORDISK A/S ADR 670100205 16327731 444292 SH OTR 6,7,8,9,10 0 444292 0 NVIDIA CORP COM 67066G104 5488368 31470 SH OTR 7,10 0 31470 0 PALO ALTO NETWORKS INC COM 697435105 328656 2050 SH OTR 7,9 0 2050 0 PEPSICO INC COM 713448108 3464520 22310 SH SOLE 0 22310 0 0 PEPSICO INC COM 713448108 52224338 336302 SH OTR 6,7,8,9,10 0 336302 0 PFIZER INC COM 717081103 204984 7300 SH SOLE 0 7300 0 0 PFIZER INC COM 717081103 432432 15400 SH OTR 6,7,9,10 0 15400 0 PROCTER & GAMBLE CO/THE COM 742718109 3512781 24320 SH SOLE 0 24320 0 0 PROCTER & GAMBLE CO/THE COM 742718109 51028197 353283 SH OTR 6,7,8,9,10 0 353283 0 QUALCOMM INC COM 747525103 1987462 15433 SH SOLE 0 15433 0 0 QUALCOMM INC COM 747525103 20188325 156766 SH OTR 6,7,8,9,10 0 156766 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 3183163 101117 SH SOLE 0 101117 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 28244486 897220 SH OTR 6,7,8,9,10 0 897220 0 RESTAURANT BRANDS INTERNATIONAL INC COM 76131D103 687861 9308 SH SOLE 0 9308 0 0 RESTAURANT BRANDS INTERNATIONAL INC COM 76131D103 3358459 45446 SH OTR 6,7,8,9,10 0 45446 0 RTX CORP COM 75513E101 65586 340 SH SOLE 0 340 0 0 RTX CORP COM 75513E101 4811312 24942 SH OTR 0 24942 0 S&P GLOBAL INC COM 78409V104 280724 660 SH SOLE 0 660 0 0 S&P GLOBAL INC COM 78409V104 978282 2300 SH OTR 7,8 0 2300 0 SALESFORCE INC COM 79466L302 199177 1067 SH SOLE 0 1067 0 0 SALESFORCE INC COM 79466L302 238938 1280 SH OTR 6,9 0 1280 0 SHERWIN-WILLIAMS CO/THE COM 824348106 224706 701 SH SOLE 0 701 0 0 SHERWIN-WILLIAMS CO/THE COM 824348106 2766988 8632 SH OTR 6,7,8,9,10 0 8632 0 SHOPIFY INC CL A 82509L107 553244 4664 SH SOLE 0 4664 0 0 SOUTHERN CO/THE COM 842587107 1320876 13685 SH SOLE 0 13685 0 0 SOUTHERN CO/THE COM 842587107 16658001 172586 SH OTR 6,7,8,9,10 0 172586 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 6168 14 SH SOLE 0 14 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 200447 1486 SH OTR 7,8 0 1486 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 44296 10 SH SOLE 0 10 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6017295 325 SH OTR 7 0 325 0 STATE STREET CORP COM 857477103 9105 350 SH SOLE 0 350 0 0 STATE STREET CORP COM 857477103 966405 47545 SH OTR 6,8,9,10 0 47545 0 STRYKER CORP COM 863667101 1400451 4262 SH SOLE 0 4262 0 0 STRYKER CORP COM 863667101 16069365 48904 SH OTR 6,7,8,9,10 0 48904 0 SYNOPSYS INC COM 871607107 1389266 3504 SH SOLE 0 3504 0 0 SYNOPSYS INC COM 871607107 16243786 40970 SH OTR 6,7,8,9,10 0 40970 0 SYSCO CORP COM 871829107 99862 1400 SH SOLE 0 1400 0 0 SYSCO CORP COM 871829107 1025083 14371 SH OTR 6,7,9,10 0 14371 0 THERMO FISHER SCIENTIFIC INC COM 883556102 2141596 4357 SH SOLE 0 4357 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 20461902 41629 SH OTR 6,7,8,9,10 0 41629 0 TJX COS INC/THE COM 872540109 3520267 22043 SH SOLE 0 22043 0 0 TJX COS INC/THE COM 872540109 58223426 364580 SH OTR 6,7,8,9,10 0 364580 0 UNION PACIFIC CORP COM 907818108 33482 138 SH SOLE 0 138 0 0 UNION PACIFIC CORP COM 907818108 1431458 5900 SH OTR 7,9,10 0 5900 0 UNUM GROUP COM 91529Y106 238808 3270 SH SOLE 0 3270 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3379313 67317 SH SOLE 0 67317 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 36717083 731416 SH OTR 6,7,8,9,10 0 731416 0 VISA INC COM CL A 92826C839 1577088 5218 SH SOLE 0 5218 0 0 VISA INC COM CL A 92826C839 1051493 3479 SH OTR 7,8,9,10 0 3479 0 WATERS CORP COM 941848103 564629 1896 SH SOLE 0 1896 0 0 WATERS CORP COM 941848103 1297812 4358 SH OTR 7,8,9,10 0 4358 0 WELLS FARGO & CO COM 949746101 437855 5500 SH OTR 6,7 0 5500 0 WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 492215 20612 SH SOLE 0 20612 0 0 WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 2774283 116176 SH OTR 6,7,8,9,10 0 116176 0 WW GRAINGER INC COM 384802104 230161 211 SH SOLE 0 211 0 0