Court Place Advisors, LLC
CIK: 0001566113SEC EDGAR →
Portfolio Value
$332.1M
Holdings
147
As of
Q3 2025
New Positions
6
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 55,499 | $28.7M | 8.65% |
| 2 | UNITED RENTALS INC | 26,666 | $25.5M | 7.66% |
| 3 | AUTOMATIC DATA PROCESSING | 62,281 | $18.3M | 5.50% |
| 4 | BERKSHIRE HATHAWAY B | 32,902 | $16.5M | 4.98% |
| 5 | SPDR TECHNOLOGY ETF | 41,676 | $11.7M | 3.54% |
| 6 | JACK HENRY & ASSOC INC | 66,674 | $9.9M | 2.99% |
| 7 | NVIDIA CORP | 49,278 | $9.2M | 2.77% |
| 8 | S&P GLOBAL INC | 16,924 | $8.2M | 2.48% |
| 9 | PROCTOR & GAMBLE CO | 51,821 | $8.0M | 2.40% |
| 10 | ROSS STORES INC | 45,914 | $7.0M | 2.11% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 20 | $87.4M | 26.3% |
| Industrials | 24 | $71.7M | 21.6% |
| Financial Services | 39 | $70.8M | 21.3% |
| Consumer Cyclical | 13 | $25.2M | 7.6% |
| Unknown | 5 | $21.3M | 6.4% |
| Healthcare | 15 | $21.0M | 6.3% |
| Consumer Defensive | 10 | $14.9M | 4.5% |
| Communication Services | 6 | $7.3M | 2.2% |
| Utilities | 7 | $6.0M | 1.8% |
| Energy | 5 | $5.7M | 1.7% |
| Real Estate | 2 | $479K | 0.1% |
| Basic Materials | 1 | $234K | 0.1% |