Court Place Advisors
Latest statistics and disclosures from Court Place Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, URI, ADP, BRK.B, JKHY, and represent 29.12% of Court Place Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMZN, HSY, OKE, AAPL, IJR, LLY, COST, WMT, GD, LMT.
- Started 3 new stock positions in OKE, HSY, AMZN.
- Reduced shares in these 10 stocks: IVV, URI, MSFT, LGND, NVDA, VKTX, ADP, HD, XOM, CVS.
- Sold out of its positions in GOOG, AMRN, AMPH, AGX, ANET, BA, CSX, CNC, C, DD. EXC, GNRC, IVV, KMI, PH, PSN, PWR, CWB, VKTX, WY.
- Court Place Advisors was a net seller of stock by $-27M.
- Court Place Advisors has $308M in assets under management (AUM), dropping by -10.09%.
- Central Index Key (CIK): 0001566113
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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 |
|
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 |
|
Checkpoint Software Ord Shs (CHKP) | 1.7 | $5.3M | -2% | 28k | 186.70 |
|
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
- Court Place Advisors 2024 Q4 filed Jan. 22, 2025
- Court Place Advisors 2024 Q3 restated filed Oct. 23, 2024
- Court Place Advisors 2024 Q3 filed Oct. 23, 2024
- Court Place Advisors 2024 Q2 filed July 31, 2024
- Court Place Advisors 2024 Q1 filed April 26, 2024
- Court Place Advisors 2023 Q4 filed Jan. 31, 2024
- Court Place Advisors 2023 Q3 filed Nov. 1, 2023
- Court Place Advisors 2023 Q2 filed Aug. 1, 2023
- Court Place Advisors 2023 Q1 filed May 8, 2023
- Court Place Advisors 2022 Q4 restated filed Feb. 14, 2023
- Court Place Advisors 2022 Q4 filed Feb. 13, 2023
- Court Place Advisors 2022 Q3 filed Nov. 14, 2022
- Court Place Advisors 2022 Q2 filed Aug. 15, 2022
- Court Place Advisors 2022 Q1 filed May 13, 2022
- Court Place Advisors 2021 Q4 filed Feb. 14, 2022
- Court Place Advisors 2021 Q3 filed Nov. 12, 2021