Court Place Advisors as of March 31, 2014
Portfolio Holdings for Court Place Advisors
Court Place Advisors holds 121 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Automatic Data Processing (ADP) | 4.1 | $5.7M | 74k | 77.25 | |
Jack Henry & Associates (JKHY) | 4.1 | $5.6M | 101k | 55.76 | |
Procter & Gamble Company (PG) | 4.0 | $5.5M | 69k | 80.60 | |
Exxon Mobil Corporation (XOM) | 3.8 | $5.2M | 54k | 97.67 | |
General Electric Company | 3.3 | $4.6M | 177k | 25.89 | |
Oracle Corporation (ORCL) | 3.2 | $4.5M | 109k | 40.91 | |
Berkshire Hathaway (BRK.B) | 2.9 | $4.0M | 32k | 124.98 | |
Microsoft Corporation (MSFT) | 2.5 | $3.4M | 83k | 40.99 | |
Aetna | 2.5 | $3.4M | 45k | 74.97 | |
SEI Investments Company (SEIC) | 2.2 | $3.0M | 89k | 33.61 | |
Halliburton Company (HAL) | 2.2 | $3.0M | 51k | 58.89 | |
Intel Corporation (INTC) | 2.0 | $2.8M | 109k | 25.82 | |
At&t (T) | 2.0 | $2.7M | 78k | 35.07 | |
Precision Castparts | 2.0 | $2.7M | 11k | 252.74 | |
Trinity Industries (TRN) | 1.8 | $2.5M | 35k | 72.07 | |
Cisco Systems (CSCO) | 1.8 | $2.5M | 113k | 22.42 | |
AFLAC Incorporated (AFL) | 1.8 | $2.4M | 38k | 63.05 | |
Novartis (NVS) | 1.7 | $2.4M | 28k | 85.01 | |
Technology SPDR (XLK) | 1.7 | $2.4M | 65k | 36.34 | |
Colgate-Palmolive Company (CL) | 1.6 | $2.2M | 35k | 64.87 | |
Pfizer (PFE) | 1.5 | $2.1M | 66k | 32.11 | |
PNC Financial Services (PNC) | 1.5 | $2.1M | 24k | 87.00 | |
Home Depot (HD) | 1.4 | $2.0M | 25k | 79.11 | |
Public Service Enterprise (PEG) | 1.4 | $1.9M | 51k | 38.15 | |
Amgen (AMGN) | 1.3 | $1.8M | 15k | 123.38 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.2 | $1.7M | 26k | 67.62 | |
Baxter International (BAX) | 1.2 | $1.7M | 23k | 73.57 | |
Bank of America Corporation (BAC) | 1.2 | $1.6M | 96k | 17.20 | |
MICROS Systems | 1.2 | $1.6M | 31k | 52.93 | |
National-Oilwell Var | 1.1 | $1.6M | 21k | 77.87 | |
Financial Select Sector SPDR (XLF) | 1.1 | $1.5M | 69k | 22.33 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.1 | $1.5M | 6.0k | 250.50 | |
Ligand Pharmaceuticals In (LGND) | 1.1 | $1.5M | 22k | 67.26 | |
Verizon Communications (VZ) | 1.1 | $1.5M | 32k | 47.59 | |
Merck & Co (MRK) | 1.1 | $1.5M | 26k | 56.75 | |
Raytheon Company | 1.0 | $1.4M | 14k | 98.79 | |
Deere & Company (DE) | 1.0 | $1.4M | 15k | 90.81 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $1.3M | 22k | 60.72 | |
BP (BP) | 0.8 | $1.2M | 24k | 48.13 | |
Ross Stores (ROST) | 0.8 | $1.2M | 16k | 71.60 | |
McGraw-Hill Companies | 0.8 | $1.1M | 15k | 76.28 | |
McDonald's Corporation (MCD) | 0.7 | $1.0M | 10k | 98.02 | |
Johnson & Johnson (JNJ) | 0.7 | $1.0M | 10k | 98.25 | |
Bristol Myers Squibb (BMY) | 0.7 | $1.0M | 20k | 51.97 | |
Tortoise MLP Fund | 0.7 | $1.0M | 39k | 26.71 | |
Coca-Cola Company (KO) | 0.7 | $894k | 23k | 38.68 | |
Biogen Idec (BIIB) | 0.6 | $853k | 2.8k | 305.73 | |
International Business Machines (IBM) | 0.6 | $851k | 4.4k | 192.58 | |
Fastenal Company (FAST) | 0.6 | $831k | 17k | 49.32 | |
Sanofi-Aventis SA (SNY) | 0.6 | $757k | 15k | 52.28 | |
Unilever (UL) | 0.5 | $721k | 17k | 42.77 | |
Total (TTE) | 0.5 | $705k | 11k | 65.64 | |
Pepsi (PEP) | 0.5 | $695k | 8.3k | 83.44 | |
Lowe's Companies (LOW) | 0.5 | $683k | 14k | 48.91 | |
T. Rowe Price (TROW) | 0.5 | $631k | 7.7k | 82.39 | |
EMC Corporation | 0.5 | $635k | 23k | 27.43 | |
Dover Corporation (DOV) | 0.5 | $642k | 7.9k | 81.78 | |
Nextera Energy (NEE) | 0.4 | $604k | 6.3k | 95.58 | |
Berkshire Hathaway (BRK.A) | 0.4 | $562k | 3.00 | 187333.33 | |
Caterpillar (CAT) | 0.4 | $553k | 5.6k | 99.34 | |
Nokia Corporation (NOK) | 0.4 | $548k | 75k | 7.34 | |
Exelon Corporation (EXC) | 0.4 | $555k | 17k | 33.53 | |
Walt Disney Company (DIS) | 0.4 | $536k | 6.7k | 80.05 | |
Abbvie (ABBV) | 0.4 | $521k | 10k | 51.41 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $517k | 11k | 48.38 | |
iShares Russell 3000 Index (IWV) | 0.4 | $499k | 4.4k | 112.39 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $487k | 3.0k | 164.42 | |
GlaxoSmithKline | 0.3 | $455k | 8.5k | 53.38 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.3 | $444k | 12k | 35.81 | |
Helmerich & Payne (HP) | 0.3 | $441k | 4.1k | 107.56 | |
Abercrombie & Fitch (ANF) | 0.3 | $446k | 12k | 38.52 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $435k | 4.6k | 95.39 | |
Southern Company (SO) | 0.3 | $428k | 9.8k | 43.90 | |
Abbott Laboratories (ABT) | 0.3 | $413k | 11k | 38.47 | |
Health Care SPDR (XLV) | 0.3 | $409k | 7.0k | 58.51 | |
Stone Hbr Emerg Mkts Tl | 0.3 | $395k | 21k | 18.63 | |
Dow Chemical Company | 0.3 | $391k | 8.1k | 48.57 | |
Fiserv (FI) | 0.3 | $393k | 6.9k | 56.71 | |
E.I. du Pont de Nemours & Company | 0.3 | $372k | 5.5k | 67.15 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $379k | 7.5k | 50.33 | |
Ensco Plc Shs Class A | 0.3 | $373k | 7.1k | 52.72 | |
Corning Incorporated (GLW) | 0.3 | $354k | 17k | 20.82 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.3 | $357k | 9.0k | 39.76 | |
Chevron Corporation (CVX) | 0.3 | $363k | 3.0k | 119.06 | |
Qualcomm (QCOM) | 0.3 | $363k | 4.6k | 78.91 | |
Wyndham Worldwide Corporation | 0.3 | $355k | 4.9k | 73.20 | |
Kinder Morgan Management | 0.2 | $346k | 4.8k | 71.75 | |
Kelly Services (KELYA) | 0.2 | $337k | 14k | 23.73 | |
Wells Fargo & Company (WFC) | 0.2 | $313k | 6.3k | 49.68 | |
ConAgra Foods (CAG) | 0.2 | $312k | 10k | 31.08 | |
Apple (AAPL) | 0.2 | $304k | 566.00 | 537.10 | |
Hewlett-Packard Company | 0.2 | $307k | 9.5k | 32.38 | |
Royal Dutch Shell | 0.2 | $306k | 3.9k | 78.12 | |
Weyerhaeuser Company (WY) | 0.2 | $305k | 10k | 29.36 | |
UnitedHealth (UNH) | 0.2 | $287k | 3.5k | 82.02 | |
Applied Materials (AMAT) | 0.2 | $296k | 15k | 20.43 | |
Discover Financial Services (DFS) | 0.2 | $273k | 4.7k | 58.09 | |
United Technologies Corporation | 0.2 | $281k | 2.4k | 116.74 | |
Piedmont Natural Gas Company | 0.2 | $273k | 7.7k | 35.45 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $281k | 2.9k | 97.57 | |
Cerner Corporation | 0.2 | $264k | 4.7k | 56.17 | |
Accenture (ACN) | 0.2 | $267k | 3.3k | 79.75 | |
PPL Corporation (PPL) | 0.2 | $258k | 7.8k | 33.08 | |
Covidien | 0.2 | $257k | 3.5k | 73.64 | |
Costco Wholesale Corporation (COST) | 0.2 | $230k | 2.1k | 111.60 | |
Hershey Company (HSY) | 0.2 | $238k | 2.3k | 104.62 | |
Radian (RDN) | 0.2 | $240k | 16k | 15.00 | |
Vanguard REIT ETF (VNQ) | 0.2 | $231k | 3.3k | 70.53 | |
Charles Schwab Corporation (SCHW) | 0.2 | $221k | 8.1k | 27.37 | |
Ford Motor Company (F) | 0.2 | $218k | 14k | 15.63 | |
Realty Income (O) | 0.2 | $215k | 5.3k | 40.92 | |
Consolidated Edison (ED) | 0.1 | $209k | 3.9k | 53.59 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $214k | 1.1k | 186.74 | |
Express Scripts Holding | 0.1 | $209k | 2.8k | 75.04 | |
Schlumberger (SLB) | 0.1 | $200k | 2.1k | 97.51 | |
Glen Burnie Ban (GLBZ) | 0.1 | $199k | 17k | 11.92 | |
AGCO Corporation (AGCO) | 0.1 | $177k | 3.2k | 55.31 | |
Regions Financial Corporation (RF) | 0.1 | $132k | 12k | 11.07 | |
Blackberry (BB) | 0.1 | $119k | 15k | 8.06 | |
MannKind Corporation | 0.1 | $104k | 26k | 4.03 | |
Thompson Creek Metals | 0.0 | $44k | 20k | 2.20 |