Court Place Advisors, LLC — 13F Holdings & Portfolio

CIK 1566113 · latest 13F-HR filed 2025-11-25

Court Place Advisors, LLC manages $332.1M in 13F-reported U.S. long-equity assets across 147 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are MSFT (8.65%), URI (7.66%), ADP (5.50%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 6 new positions, exited 5, added to 56, and trimmed 38.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$332.1M

Long-equity book

Holdings

147

Distinct positions

Period

2025-09-30

Filed 2025-11-25

Q/Q Activity

+6 / −5 / ↑56 / ↓38

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • UNITED RENTALS INC$4.9M +23.8%
  • ORACLE CORP$1.4M +28.2%
  • NVIDIA CORP$1.4M +17.8%
  • ALPHABET CL A$1.2M +38.0%
  • APPLE INC$1.2M +23.0%
Show all 56

Top Trims

  • JACK HENRY & ASSOC INC-$2.1M -17.6%
  • AUTOMATIC DATA PROCESSING-$994.0K -5.2%
  • S&P GLOBAL INC-$734.1K -8.2%
  • CHECKPOINT SOFTWARE-$454.9K -7.4%
  • DOVER CORP-$402.5K -10.8%
Show all 38

New Positions

  • SPDR S&P 500 ETF TR$270.0K
  • ALPHABET INC$238.7K
  • WELLTOWER INC$217.3K
  • SPDR SERIES TRUST$217.2K
  • ISHARES TR$210.2K
Show all 6

Exited Positions

  • CIGNA$253.5K
  • ELEVANCE HEALTH$233.8K
  • BAXTER INT'L INC$225.4K
  • GARTNER INC$209.8K
  • OTIS WORLDWIDE$200.2K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $28.7M 8.65% 55,499 SH
2 UNITED RENTALS INC URI 911363109 $25.5M 7.66% 26,666 SH
3 AUTOMATIC DATA PROCESSING ADP 053015103 $18.3M 5.50% 62,281 SH
4 BERKSHIRE HATHAWAY B BRK.B 084670702 $16.5M 4.98% 32,902 SH
5 SPDR TECHNOLOGY ETF XLK 81369Y803 $11.7M 3.54% 41,676 SH
6 JACK HENRY & ASSOC INC JKHY 426281101 $9.9M 2.99% 66,674 SH
7 NVIDIA CORP NVDA 67066G104 $9.2M 2.77% 49,278 SH
8 S&P GLOBAL INC SPGI 78409V104 $8.2M 2.48% 16,924 SH
9 PROCTOR & GAMBLE CO PG 742718109 $8.0M 2.40% 51,821 SH
10 ROSS STORES INC ROST 778296103 $7.0M 2.11% 45,914 SH
11 FIDEL TECH ETF FTEC 316092808 $6.9M 2.06% 30,839 SH
12 HOME DEPOT HD 437076102 $6.6M 1.99% 16,319 SH
13 CISCO SYSTEMS INC CSCO 17275R102 $6.5M 1.96% 95,197 SH
14 ORACLE CORP ORCL 68389X105 $6.5M 1.96% 23,098 SH
15 APPLE INC AAPL 037833100 $6.4M 1.93% 25,164 SH
16 RAYTHEON TECHNOLOGIES RTX 75513E101 $6.3M 1.89% 37,489 SH
17 MARKEL CORP HLDG CO MKL 570535104 $6.2M 1.87% 3,254 SH
18 CHECKPOINT SOFTWARE CHKP M22465104 $5.7M 1.73% 27,713 SH
19 S&P MIDCAP 400 ETF MDY 78467Y107 $5.4M 1.61% 8,995 SH
20 SEI CORP SEIC 784117103 $4.8M 1.43% 56,150 SH
21 ALPHABET CL A GOOGL 02079K305 $4.5M 1.35% 18,505 SH
22 JP MORGAN CHASE & CO JPM 46625H100 $3.8M 1.16% 12,185 SH
23 AFLAC INC AFL 001055102 $3.6M 1.08% 32,197 SH
24 EXXON MOBIL CORP XOM 30231G102 $3.4M 1.03% 30,273 SH
25 ABBVIE INC ABBV 00287Y109 $3.4M 1.02% 14,578 SH
26 DOVER CORP DOV 260003108 $3.3M 1.00% 19,974 SH
27 CENCORA COR 03073E105 $3.2M 0.97% 10,315 SH
28 CATERPILLAR INC CAT 149123101 $3.1M 0.95% 6,599 SH
29 BERKSHIRE HATHAWAY A BRK.A 084670108 $3.0M 0.91% 4 SH
30 TJX COMPANIES TJX 872540109 $2.6M 0.77% 17,648 SH
31 INTUITIVE SURGICAL ISRG 46120E602 $2.5M 0.74% 5,485 SH
32 THERMO FISHER SCIENTIFIC TMO 883556102 $2.4M 0.71% 4,862 SH
33 SPDR FINANCIAL ETF XLF 81369Y605 $2.2M 0.68% 41,697 SH
34 CVS HEALTH CORP CVS 126650100 $2.2M 0.66% 28,970 SH
35 MERCK & CO INC MRK 58933Y105 $2.2M 0.65% 25,917 SH
36 QUALCOMM INC QCOM 747525103 $2.0M 0.61% 12,126 SH
37 EATON CORP ETN G29183103 $2.0M 0.60% 5,319 SH
38 ADOBE SYSTEMS ADBE 00724F101 $1.9M 0.58% 5,487 SH
39 PUBLIC SERVICE ENTERP PEG 744573106 $1.9M 0.58% 23,139 SH
40 JOHNSON & JOHNSON JNJ 478160104 $1.9M 0.57% 10,236 SH
41 APPLIED MATERIALS INC AMAT 038222105 $1.8M 0.55% 8,965 SH
42 GENERAL ELECTRIC CO GE 369604301 $1.7M 0.52% 5,714 SH
43 PNC FINL SVCS GROUP PNC 693475105 $1.7M 0.52% 8,544 SH
44 UNITED HEALTH GROUP UNH 91324P102 $1.7M 0.51% 4,904 SH
45 COLGATE-PALMOLIVE CO CL 194162103 $1.7M 0.51% 21,052 SH
46 MICRON TECHNOLOGY INC MU 595112103 $1.7M 0.51% 10,025 SH
47 MCDONALDS CORP MCD 580135101 $1.7M 0.50% 5,519 SH
48 INTEL CORP INTC 458140100 $1.6M 0.49% 48,284 SH
49 ISHRS HIGH DIVIDEND HDV 46429B663 $1.5M 0.46% 12,514 SH
50 UNION PACIFIC UNP 907818108 $1.5M 0.45% 6,317 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-25 $332.1M 147 0001420506-25-003498
2025-06-30 2025-07-24 $318.0M 146 0001420506-25-001571