Court Place Advisors, LLC

CIK: 0001566113SEC EDGAR →

Portfolio Value

$332.1B

Holdings

147

As of

Q3 2025

New Positions

6

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

55,499$28.7B
8.65%
2

UNITED RENTALS INC

26,666$25.5B
7.66%
3

AUTOMATIC DATA PROCESSING

62,281$18.3B
5.50%
4

BERKSHIRE HATHAWAY B

32,902$16.5B
4.98%
5

SPDR TECHNOLOGY ETF

41,676$11.7B
3.54%
6

JACK HENRY & ASSOC INC

66,674$9.9B
2.99%
7

NVIDIA CORP

49,278$9.2B
2.77%
8

S&P GLOBAL INC

16,924$8.2B
2.48%
9

PROCTOR & GAMBLE CO

51,821$8.0B
2.40%
10

ROSS STORES INC

45,914$7.0B
2.11%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$1.2B
BRK/B↑ Increased
$801.2M
FTEC↑ Increased
$773.4M
TJX↑ Increased
$371.7M
SPYNEW
$270.0M

Top Sells

URI↓ Decreased
$4.9B
JKHY↓ Decreased
$2.1B
ORCL↓ Decreased
$1.4B
NVDA↓ Decreased
$1.4B
AAPL↓ Decreased
$1.2B

New Positions (6)

$270.0M · 405 shares
$238.7M · 980 shares
$217.3M · 1K shares
$217.2M · 2K shares
$210.2M · 314 shares
$202.1M · 2K shares

Closed Positions (5)

$253.5M · 767 shares
$233.8M · 601 shares
$225.4M · 7K shares
$209.8M · 519 shares
$200.2M · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology20$87.4B26.3%
Industrials24$71.7B21.6%
Financial Services39$70.8B21.3%
Consumer Cyclical13$25.2B7.6%
Unknown5$21.3B6.4%
Healthcare15$21.0B6.3%
Consumer Defensive10$14.9B4.5%
Communication Services6$7.3B2.2%
Utilities7$6.0B1.8%
Energy5$5.7B1.7%
Real Estate2$479.4M0.1%
Basic Materials1$233.7M0.1%