0001141781-23-000001.txt : 20230203
0001141781-23-000001.hdr.sgml : 20230203
20230203093212
ACCESSION NUMBER: 0001141781-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230203
DATE AS OF CHANGE: 20230203
EFFECTIVENESS DATE: 20230203
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: NICHOLS & PRATT ADVISERS LLP /MA
CENTRAL INDEX KEY: 0001141781
IRS NUMBER: 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: 23583972
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
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12-31-2022
12-31-2022
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
02-03-2023
5
183
1244144844
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
tobefiled4thquarter2022.xml
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OTR
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ABBOTT LABS
COM
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3145
SH
SOLE
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0
0
ABBOTT LABS
COM
002824100
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33709
SH
OTR
6,7,8,9,10
0
33709
0
ABBVIE INC
COM
00287y109
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6680
SH
SOLE
6680
0
0
ABBVIE INC
COM
00287y109
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21410
SH
OTR
6,7,8,9,10
0
21410
0
ACCENTURE PLC CL A
SHS CLASS A
g1151c101
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5737
SH
SOLE
5737
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0
ACCENTURE PLC CL A
SHS CLASS A
g1151c101
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SH
OTR
6,7,8,9,10
0
70473
0
ADOBE INC
COM
00724f101
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255
SH
SOLE
255
0
0
ADOBE INC
COM
00724f101
333658
995
SH
OTR
6,7,9,10
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995
0
AIR PRODUCTS & CHEMICALS INC
COM
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COM
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COM
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AMAZON.COM INC
COM
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OTR
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AMGEN INC
COM
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SOLE
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0
0
AMGEN INC
COM
031162100
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OTR
7,9,10
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APPLE INC
COM
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APPLE INC
COM
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ASPEN TECHNOLOGY INC
COM
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ASPEN TECHNOLOGY INC
COM
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AT&T INC
COM
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AT&T INC
COM
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OTR
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AUTOMATIC DATA PROCESSING INC
COM
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SOLE
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AUTOMATIC DATA PROCESSING INC
COM
053015103
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OTR
6,7,8,9,10
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BERKSHIRE HATHAWAY INC-CL B
CLB NEW
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SOLE
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0
0
BERKSHIRE HATHAWAY INC-CL B
CLB NEW
084670702
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OTR
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BHP GROUP LTD SPONS ADR
ADS
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BHP GROUP LTD SPONS ADR
ADS
088606108
2648003
42674
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BRISTOL MYERS SQUIBB CO
COM
110122108
410115
5700
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BRISTOL MYERS SQUIBB CO
COM
110122108
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5536
SH
OTR
6,7,8,9
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0
CATERPILLAR INC
COM
149123101
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3795
SH
SOLE
3795
0
0
CATERPILLAR INC
COM
149123101
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OTR
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0
106226
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CHEVRON CORPORATION
COM
166764100
107694
600
SH
SOLE
600
0
0
CHEVRON CORPORATION
COM
166764100
615292
3428
SH
OTR
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3428
0
CHUBB LTD
COM
h1467j104
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910
SH
SOLE
910
0
0
CHUBB LTD
COM
h1467j104
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2229
SH
OTR
6,7,8,9,10
0
2229
0
CINTAS CORP
COM
172908105
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500
SH
OTR
7,9
0
500
0
CISCO SYSTEMS INC
COM
17275r102
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SH
SOLE
39535
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0
CISCO SYSTEMS INC
COM
17275r102
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SH
OTR
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COCA COLA CO
COM
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COCA COLA CO
COM
191216100
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526904
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COLGATE PALMOLIVE CO
COM
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250
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0
COLGATE PALMOLIVE CO
COM
194162103
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SH
OTR
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CORTEVA INC
COM
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SH
SOLE
789
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CORTEVA INC
COM
22052L104
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OTR
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COSTCO WHOLESALE CORP NEW
COM
22160k105
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SH
SOLE
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COSTCO WHOLESALE CORP NEW
COM
22160k105
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SH
OTR
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0
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CVS HEALTH CORP
COM
126650100
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SOLE
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0
CVS HEALTH CORP
COM
126650100
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SH
OTR
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0
318551
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DANAHER CORP
COM
235851102
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SH
SOLE
741
0
0
DANAHER CORP
COM
235851102
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0
4006
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DEERE & CO
COM
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825
SH
OTR
8
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825
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DISNEY WALT CO NEW
COM
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1750
SH
SOLE
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0
DISNEY WALT CO NEW
COM
254687106
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SH
OTR
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ECOLAB INC
COM
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ECOLAB INC
COM
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EDWARDS LIFESCIENCES CORP
COM
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OTR
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5050
0
EMERSON ELEC CO
COM
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SH
SOLE
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EMERSON ELEC CO
COM
291011104
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68711
SH
OTR
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EXPEDITORS INTL WASH INC
COM
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12168
SH
SOLE
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EXPEDITORS INTL WASH INC
COM
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EXXON MOBIL CORP
COM
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SOLE
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EXXON MOBIL CORP
COM
30231g102
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SH
OTR
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FASTENAL CO
COM
311900104
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SH
SOLE
40749
0
0
FASTENAL CO
COM
311900104
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OTR
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FISERV INC
COM
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SOLE
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FISERV INC
COM
337738108
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OTR
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316192
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GENERAL ELECTRIC CO
COM NEW
369604301
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SOLE
1280
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
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SH
OTR
6,7,10
0
22522
0
GENERAL MLS INC
COM
370334104
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7670
SH
SOLE
7670
0
0
GENERAL MLS INC
COM
370334104
168119
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SH
OTR
6,7,10
0
2005
0
GLOBAL PAYMENTS INC
COM
37940x102
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SH
SOLE
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0
GLOBAL PAYMENTS INC
COM
37940x102
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OTR
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0
47280
0
HERSHEY COMPANY
COM
427866108
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915
SH
SOLE
915
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HOME DEPOT INC
COM
437076102
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343
SH
SOLE
343
0
0
HOME DEPOT INC
COM
437076102
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3420
SH
OTR
7,8,9,10
0
3420
0
ILLINOIS TOOL WKS INC
COM
452308109
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300
SH
SOLE
300
0
0
ILLINOIS TOOL WKS INC
COM
452308109
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2450
SH
OTR
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2450
0
INDEPENDENT BK CORP MA
COM
453836108
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5750
SH
OTR
7,9
0
5750
0
INTEL CORP
COM
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SOLE
17875
0
0
INTEL CORP
COM
458140100
3359924
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SH
OTR
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127122
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INTL. BUSINESS MACHINES CORP
COM
459200101
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SH
SOLE
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INTL. BUSINESS MACHINES CORP
COM
459200101
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4458
SH
OTR
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0
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0
INTUIT INC
COM
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2100231
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SH
SOLE
5396
0
0
INTUIT INC
COM
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OTR
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COM
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IQVIA HOLDINGS INC
COM
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SH
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MSCI EAFE ETF
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RUSSELL 2000 ETF
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RUSSELL 2000 ETF
464287655
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SH
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5335
0
JACK HENRY & ASSOC INC
COM
426281101
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SH
OTR
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1826
0
JOHNSON & JOHNSON
COM
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SH
SOLE
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0
0
JOHNSON & JOHNSON
COM
478160104
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OTR
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500232
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JP MORGAN CHASE & CO
COM
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SH
SOLE
608
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0
JP MORGAN CHASE & CO
COM
46625h100
3065258
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OTR
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0
KINDER MORGAN INC
COM
49456b101
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SOLE
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0
KINDER MORGAN INC
COM
49456b101
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SOLE
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LAUDER ESTEE COMPANIES INC CL A
CL A
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OTR
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LINDE PLC
SHS
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1520
SH
SOLE
1520
0
0
LINDE PLC
SHS
g5494j103
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58735
SH
OTR
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0
58735
0
LOWES COS INC
COM
548661107
159392
800
SH
SOLE
800
0
0
LOWES COS INC
COM
548661107
49810
250
SH
OTR
7
0
250
0
MARSH & MCLENNAN COMPANIES INC
COM
571748102
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1277
SH
OTR
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0
1277
0
MASTERCARD INC CL A
CL A
57636q104
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SH
SOLE
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0
0
MASTERCARD INC CL A
CL A
57636q104
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SH
OTR
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0
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MCCORMICK & CO INC
COM NON VTG
579780206
749574
9043
SH
SOLE
9043
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
4915997
59279
SH
OTR
6,7,8,9,10
0
59279
0
MCDONALDS CORP
COM
580135101
26353
100
SH
SOLE
100
0
0
MCDONALDS CORP
COM
580135101
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SH
OTR
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0
1447
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MEDTRONIC PLC
SHS
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SH
SOLE
14950
0
0
MEDTRONIC PLC
SHS
g5960l103
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SH
OTR
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0
121326
0
MERCK & CO INC
COM
58933y105
4157075
37468
SH
SOLE
37468
0
0
MERCK & CO INC
COM
58933y105
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SH
OTR
6,7,8,9,10
0
531969
0
MICROSOFT CORP
COM
594918104
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SH
SOLE
19106
0
0
MICROSOFT CORP
COM
594918104
45825501
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SH
OTR
6,7,8,9,10
0
191112
0
NEXTERA ENERGY INC
COM
65339f101
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SH
SOLE
285
0
0
NEXTERA ENERGY INC
COM
65339f101
318683
3812
SH
OTR
7,8,9
0
3812
0
NIKE INC-CLASS B
CL B
654106103
38145
326
SH
SOLE
326
0
0
NIKE INC-CLASS B
CL B
654106103
79319
750
SH
OTR
7,9,10
0
750
0
NORTHERN TR CORP
COM
665859104
236711
2675
SH
OTR
6,9
0
2675
0
NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987v109
475464
5241
SH
SOLE
5241
0
0
NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987v109
13834604
152527
SH
OTR
6,7,8,9,10
0
152527
0
NOVO NORDISK AS SPONS ADR
ADR
670100205
2558197
18902
SH
SOLE
18902
0
0
NOVO NORDISK AS SPONS ADR
ADR
670100205
32902593
242885
SH
OTR
6,7,8,9,10
0
242885
0
PEPSICO INC
COM
713448108
3801990
21045
SH
SOLE
21045
0
0
PEPSICO INC
COM
713448108
63454116
351361
SH
OTR
6,7,8,9,10
0
351361
0
PFIZER INC
COM
717081103
903003
17623
SH
SOLE
17623
0
0
PFIZER INC
COM
717081103
2118672
41348
SH
OTR
6,7,8,9,10
0
41348
0
PHREESIA INC
COM
71944f106
305964
9455
SH
SOLE
9455
0
0
PHREESIA INC
COM
71944f106
1713947
52965
SH
OTR
6,7,8,9,10
0
52965
0
PROCTER & GAMBLE CO
COM
742718109
4140922
27322
SH
SOLE
27322
0
0
PROCTER & GAMBLE CO
COM
742718109
61251752
404140
SH
OTR
6,7,8,9,10
0
404140
0
QUALCOMM INC
COM
747525103
1447030
13162
SH
SOLE
13162
0
0
QUALCOMM INC
COM
747525103
13860510
126164
SH
OTR
6,7,8,9,10
0
126164
0
RAYTHEON TECHNOLOGIES CORP
COM
75513e101
302054
2993
SH
SOLE
2993
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513e101
5964473
59101
SH
OTR
6,7,8,9,10
0
59101
0
RENTOKIL INITIAL PLC SPONS ADR
SPONSORED ADR
760125104
905814
29400
SH
SOLE
29400
0
0
RENTOKIL INITIAL PLC SPONS ADR
SPONSORED ADR
760125104
6804290
220419
SH
OTR
6,7,8,9,10
0
220419
0
S&P GLOBAL INC
COM
78409v104
1356507
4050
SH
OTR
7,8
0
4050
0
SCHLUMBERGER LTD
COM STK
806857108
85536
1600
SH
SOLE
1600
0
0
SCHLUMBERGER LTD
COM STK
806857108
249337
4664
SH
OTR
6,7,9
0
4664
0
SHERWIN WILLIAMS CO
COM
824348106
357419
1506
SH
SOLE
1506
0
0
SHERWIN WILLIAMS CO
COM
824348106
3102833
13048
SH
OTR
6,7,8,9,10
0
13048
0
SOUTHERN COMPANY
COM
842587107
1129706
15820
SH
SOLE
15820
0
0
SOUTHERN COMPANY
COM
842587107
13613460
190638
SH
OTR
6,7,8,9,10
0
190638
0
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464a763
203304
1625
SH
SOLE
1625
0
0
SPDR S&P MIDCAP 400 ETF TRUST
UTSER1 S&PDCRP
78467y107
22139
50
SH
SOLE
50
0
0
SPDR S&P MIDCAP 400 ETF TRUST
UTSER1 S&PDCRP
78467y107
265674
600
SH
OTR
9
0
600
0
STARBUCKS CORP
COM
855244109
213776
2155
SH
SOLE
2155
0
0
STARBUCKS CORP
COM
855244109
1760006
17742
SH
OTR
6,7,8,9,10
0
17742
0
STATE STREET CORP
COM
857477103
279252
3600
SH
SOLE
3600
0
0
STATE STREET CORP
COM
857477103
9758461
125802
SH
OTR
6,7,8,9,10
0
125802
0
STRYKER CORPORATION
COM
863667101
1038838
4249
SH
SOLE
4249
0
0
STRYKER CORPORATION
COM
863667101
12293768
50206
SH
OTR
6,7,8,9,10
0
50206
0
SYSCO CORP
COM
871829107
107030
1400
SH
SOLE
1400
0
0
SYSCO CORP
COM
871829107
2058416
26925
SH
OTR
6,7,8,9
0
26925
0
TJX COS INC
COM
872540109
1957125
24587
SH
SOLE
24587
0
0
TJX COS INC
COM
872540109
31106236
390999
SH
OTR
6,7,8,9,10
0
390999
0
UNILEVER PLC SPONS ADR
SPONS ADR NEW
904767704
93147
1850
SH
SOLE
1850
0
0
UNILEVER PLC SPONS ADR
SPONS ADR NEW
904767704
4427173
87875
SH
OTR
6,7,8,9,10
0
87875
0
UNION PAC CORP
COM
907818108
20707
100
SH
SOLE
100
0
0
UNION PAC CORP
COM
907818108
266972
1300
SH
OTR
7,9,10
0
1300
0
UNITED PARCEL SERVICE CL B
CL B
911312106
26076
150
SH
SOLE
150
0
0
UNITED PARCEL SERVICE CL B
CL B
911312106
191224
1100
SH
OTR
8,9
0
1100
0
VANGUARD FTSE EMERGING MARKETS ETF
FTSE EMR MKT ETF
922042858
105246
2700
SH
SOLE
2700
0
0
VANGUARD FTSE EMERGING MARKETS ETF
FTSE EMR MKT ETF
922042858
469709
12050
SH
OTR
6,7,8,9,10
0
12050
0
VERIZON COMMUNICATIONS
COM
92343v104
1692979
42969
SH
SOLE
42969
0
0
VERIZON COMMUNICATIONS
COM
92343v104
15476089
392425
SH
OTR
6,7,8,9,10
0
392425
0
VISA INC CL A
COM CL A
92826c839
322028
1550
SH
SOLE
1550
0
0
VISA INC CL A
COM CL A
92826c839
450424
2168
SH
OTR
7,8,9,10
0
2168
0
WARNER BROS DISCOVERY INC CL A
COM SER A
934423104
98971
10440
SH
SOLE
10440
0
0
WARNER BROS DISCOVERY INC CL A
COM SER A
934423104
1089074
114807
SH
OTR
6,7,8,9,10
0
114807
0
WELLS FARGO & CO
COM
949746101
346836
8400
SH
OTR
6
0
8400
0
WOODSIDE ENERGY GROUP LTD SPONS ADR
SPONSORED ADR
980228308
515939
21311
SH
SOLE
21311
0
0
WOODSIDE ENERGY GROUP LTD SPONS ADR
SPONSORED ADR
980228308
4263800
178197
SH
OTR
6,7,8,9,10
0
178197
0