Court Place Advisors

Latest statistics and disclosures from Court Place Advisors's latest quarterly 13F-HR filing:

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Positions held by Court Place Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Court Place Advisors

Court Place Advisors holds 148 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.7 $24M -4% 57k 421.50
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United Rentals (URI) 6.4 $20M -7% 28k 704.44
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Automatic Data Processing (ADP) 6.2 $19M -3% 65k 292.73
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Berkshire Hathaway B Cl B New (BRK.B) 4.8 $15M -3% 33k 453.28
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Jack Henry & Associates (JKHY) 4.0 $13M -3% 71k 175.30
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Technology SPDR (XLK) 3.4 $11M 45k 232.52
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Procter & Gamble Company (PG) 2.9 $9.1M -5% 54k 167.65
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S&p Global (SPGI) 2.8 $8.6M -3% 17k 498.04
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Ross Stores (ROST) 2.4 $7.3M -2% 48k 151.27
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Home Depot (HD) 2.2 $6.8M -8% 17k 388.98
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NVIDIA Corporation (NVDA) 2.1 $6.6M -10% 49k 134.29
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Cisco Systems (CSCO) 2.0 $6.3M -6% 107k 59.20
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Apple (AAPL) 2.0 $6.3M +3% 25k 250.42
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Fidelity msci info tech i (FTEC) 1.9 $5.8M 31k 184.88
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Markel Corporation (MKL) 1.9 $5.7M -4% 3.3k 1726.16
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SPDR S&P MidCap 400 ETF (MDY) 1.8 $5.4M -3% 9.5k 569.58
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Checkpoint Software Ord Shs (CHKP) 1.7 $5.3M -2% 28k 186.70
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SEI Investments Company (SEIC) 1.6 $4.8M -3% 58k 82.48
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Raytheon Technologies Corp (RTX) 1.4 $4.5M -3% 39k 115.72
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Oracle Corporation (ORCL) 1.3 $3.9M -6% 24k 166.64
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Exxon Mobil Corporation (XOM) 1.3 $3.9M -13% 36k 107.57
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AFLAC Incorporated (AFL) 1.2 $3.7M 36k 103.44
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Alphabet Cl A Cap Stk Cl A (GOOGL) 1.2 $3.6M -2% 19k 189.30
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JPMorgan Chase & Co. (JPM) 1.0 $3.2M -15% 13k 239.72
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Merck & Co (MRK) 0.9 $2.9M -8% 29k 99.48
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Abbvie (ABBV) 0.9 $2.7M -11% 16k 177.70
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Berkshire Hathaway A Cl A (BRK.A) 0.9 $2.7M 4.00 680920.00
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Intuitive Surgical Com New (ISRG) 0.9 $2.7M -2% 5.2k 521.96
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Caterpillar (CAT) 0.8 $2.5M -9% 6.9k 362.74
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Thermo Fisher Scientific (TMO) 0.8 $2.5M -5% 4.8k 520.27
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Dover Corporation (DOV) 0.8 $2.4M -10% 13k 187.59
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UnitedHealth (UNH) 0.8 $2.4M 4.7k 505.86
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Adobe Systems Incorporated (ADBE) 0.8 $2.3M -5% 5.3k 444.68
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AmerisourceBergen (COR) 0.8 $2.3M 10k 224.67
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TJX Companies (TJX) 0.7 $2.3M -5% 19k 120.81
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Colgate-Palmolive Company (CL) 0.7 $2.1M -2% 23k 90.91
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Financial Select Sector SPDR (XLF) 0.7 $2.1M -2% 43k 48.33
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Qualcomm (QCOM) 0.6 $2.0M -2% 13k 153.62
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Public Service Enterprise (PEG) 0.6 $2.0M -3% 23k 84.49
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Eaton Corp SHS (ETN) 0.6 $1.9M -15% 5.8k 331.87
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PNC Financial Services (PNC) 0.6 $1.7M -5% 8.9k 192.85
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Arcosa (ACA) 0.5 $1.6M 17k 96.74
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McDonald's Corporation (MCD) 0.5 $1.6M 5.5k 289.90
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Johnson & Johnson (JNJ) 0.5 $1.5M -14% 11k 144.62
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Union Pacific Corporation (UNP) 0.5 $1.5M 6.6k 228.04
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Applied Materials (AMAT) 0.5 $1.5M -20% 9.1k 162.63
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Fiserv (FI) 0.5 $1.5M -2% 7.1k 205.42
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CVS Caremark Corporation (CVS) 0.5 $1.4M -29% 32k 44.89
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Ishares High Dividend Equity F (HDV) 0.5 $1.4M -10% 13k 112.26
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Accenture Shs Cl A (ACN) 0.5 $1.4M -3% 4.0k 351.83
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Deere & Company (DE) 0.4 $1.3M -13% 3.1k 423.70
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Trinity Industries (TRN) 0.4 $1.3M 36k 35.10
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Arthur J. Gallagher & Co. (AJG) 0.4 $1.2M 4.3k 283.85
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Nextera Energy (NEE) 0.4 $1.2M -13% 17k 71.69
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NVR (NVR) 0.4 $1.2M -6% 146.00 8156.49
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Visa (V) 0.4 $1.2M -4% 3.8k 316.04
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Intel Corporation (INTC) 0.4 $1.2M -25% 59k 20.05
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Costco Wholesale Corporation (COST) 0.4 $1.1M 1.2k 916.26
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Pepsi (PEP) 0.4 $1.1M -5% 7.3k 152.06
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Coca-Cola Company (KO) 0.4 $1.1M -6% 17k 62.26
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M +9% 9.4k 115.22
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Fastenal Company (FAST) 0.3 $1.1M 15k 71.91
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Walt Disney Company (DIS) 0.3 $1.1M -3% 9.5k 111.35
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Chevron Corporation (CVX) 0.3 $1.0M -3% 7.2k 144.85
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Bank of America Corporation (BAC) 0.3 $1.0M -21% 23k 43.95
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Eli Lilly & Co. (LLY) 0.3 $984k +2% 1.3k 772.00
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Novartis Spons Adr (NVS) 0.3 $975k -13% 10k 97.31
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General Electric Com New (GE) 0.3 $962k -10% 5.8k 166.79
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Fidelity cmn (FCOM) 0.3 $946k -3% 16k 58.70
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Biogen Idec (BIIB) 0.3 $870k -33% 5.7k 152.91
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Paycom Software (PAYC) 0.3 $869k 4.2k 204.98
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United Parcel Service Cl B New (UPS) 0.3 $821k -26% 6.5k 126.10
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Amgen (AMGN) 0.3 $814k 3.1k 260.64
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Lowe's Companies (LOW) 0.3 $813k 3.3k 246.80
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Micron Technology (MU) 0.3 $812k 9.7k 84.16
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Fidelity msci hlth care i (FHLC) 0.2 $743k -17% 11k 65.35
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Southern Company (SO) 0.2 $741k -12% 9.0k 82.32
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Emerson Electric (EMR) 0.2 $728k -18% 5.9k 123.93
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Bristol Myers Squibb (BMY) 0.2 $699k -7% 12k 56.56
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Abbott Laboratories (ABT) 0.2 $684k -22% 6.0k 113.11
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Nike B Cl B New (NKE) 0.2 $646k -4% 8.5k 75.67
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Southwest Airlines (LUV) 0.2 $626k -13% 19k 33.62
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Ligand Pharmaceuticals In (LGND) 0.2 $620k -57% 5.8k 107.15
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Target Corporation (TGT) 0.2 $615k 4.5k 135.18
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Health Care SPDR (XLV) 0.2 $606k -9% 4.4k 137.57
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Paychex (PAYX) 0.2 $588k 4.2k 140.22
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Fidelity msci finls idx (FNCL) 0.2 $566k -3% 8.2k 68.68
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ON Semiconductor (ON) 0.2 $555k -25% 8.8k 63.05
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Waste Management (WM) 0.2 $545k 2.7k 201.79
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M&T Bank Corporation (MTB) 0.2 $536k 2.8k 188.01
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At&t (T) 0.2 $534k -4% 23k 22.77
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SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $529k 1.2k 425.50
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Facebook Inc cl a (META) 0.2 $523k -11% 893.00 585.51
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Pfizer (PFE) 0.2 $514k -38% 19k 26.53
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Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $508k 6.5k 78.01
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Broadridge Financial Solutions (BR) 0.2 $492k -10% 2.2k 226.09
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Altria (MO) 0.2 $489k 9.3k 52.29
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Energy Select Sector SPDR (XLE) 0.2 $478k -20% 5.6k 85.66
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Verizon Communications (VZ) 0.2 $471k -7% 12k 39.99
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Corning Incorporated (GLW) 0.1 $456k -28% 9.6k 47.52
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Ge Vernova (GEV) 0.1 $453k -11% 1.4k 328.93
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Marriott International (MAR) 0.1 $438k 1.6k 278.94
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Cummins (CMI) 0.1 $437k 1.3k 348.60
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Unilever Spons Adr (UL) 0.1 $432k -13% 7.6k 56.70
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Marathon Petroleum Corp (MPC) 0.1 $423k -9% 3.0k 139.52
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Wal-Mart Stores (WMT) 0.1 $408k +2% 4.5k 90.36
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Constellation Energy (CEG) 0.1 $386k -16% 1.7k 223.71
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Lockheed Martin Corporation (LMT) 0.1 $357k 735.00 485.94
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Halliburton Company (HAL) 0.1 $356k -18% 13k 27.19
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Carrier Global Corporation (CARR) 0.1 $349k -9% 5.1k 68.26
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Amazon (AMZN) 0.1 $348k NEW 1.6k 219.39
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D.R. Horton (DHI) 0.1 $344k 2.5k 139.82
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T. Rowe Price (TROW) 0.1 $327k -6% 2.9k 113.07
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Discover Financial Services (DFS) 0.1 $325k 1.9k 173.26
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Trane Tech SHS (TT) 0.1 $316k -39% 855.00 369.35
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KLA-Tencor Corporation (KLAC) 0.1 $315k 500.00 630.12
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Comcast Corporation (CMCSA) 0.1 $307k 8.2k 37.53
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Kroger (KR) 0.1 $306k 5.0k 61.15
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International Business Machines (IBM) 0.1 $303k -40% 1.4k 219.83
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Fidelity msci energy idx (FENY) 0.1 $302k -14% 13k 23.84
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Occidental Petroleum Corporation (OXY) 0.1 $302k -2% 6.1k 49.41
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Radian (RDN) 0.1 $298k -36% 9.4k 31.72
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Old Republic International Corporation (ORI) 0.1 $297k -12% 8.2k 36.19
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Charles Schwab Corporation (SCHW) 0.1 $296k -2% 4.0k 74.01
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Spdr S&p 500 Etf (SPY) 0.1 $296k 505.00 586.08
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Sandy Spring Ban (SASR) 0.1 $296k -18% 8.8k 33.71
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Honeywell International (HON) 0.1 $269k -29% 1.2k 225.83
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Marsh & McLennan Companies (MMC) 0.1 $255k -11% 1.2k 212.41
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Baxter Int'l Cl A (BAX) 0.1 $254k -7% 8.7k 29.16
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Gartner (IT) 0.1 $251k 519.00 484.47
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Realty Income (O) 0.1 $250k -18% 4.7k 53.42
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Vanguard World Inf Tech Etf (VGT) 0.1 $249k 400.00 621.80
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Anthem (ELV) 0.1 $246k 667.00 368.91
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Consolidated Edison (ED) 0.1 $245k -6% 2.8k 89.23
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Hershey Company (HSY) 0.1 $244k NEW 1.4k 169.35
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Genuine Parts Company (GPC) 0.1 $234k -18% 2.0k 116.76
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Nucor Corporation (NUE) 0.1 $231k -13% 2.0k 116.71
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Sherwin-Williams Company (SHW) 0.1 $230k 675.00 339.93
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American Electric Power Company (AEP) 0.1 $228k -9% 2.5k 92.23
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Schlumberger (SLB) 0.1 $226k -14% 5.9k 38.34
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Philip Morris International (PM) 0.1 $216k 1.8k 120.35
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Cigna Corp (CI) 0.1 $215k 780.00 276.04
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General Dynamics Corporation (GD) 0.1 $215k +2% 816.00 263.49
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Erie Indty Cl A (ERIE) 0.1 $212k 513.00 412.23
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Oneok (OKE) 0.1 $211k NEW 2.1k 100.40
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Otis Worldwide Corp (OTIS) 0.1 $204k -12% 2.2k 92.59
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Ford Motor Company (F) 0.0 $133k -12% 13k 9.90
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Omniab (OABI) 0.0 $83k -76% 24k 3.54
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Past Filings by Court Place Advisors

SEC 13F filings are viewable for Court Place Advisors going back to 2013

View all past filings