Court Place Advisors, LLC Portfolio Holdings

Court Place Advisors, LLC

  • $316 Million
  • Q2 2025

Court Place Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $316 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28M, United Rentals, Inc. with a value of $20.6M, Automatic Data Processing Inc with a value of $19.3M, Berkshire Hathaway Inc Class B with a value of $15.7M, and Henry Jack & Associates Inc with a value of $12.1M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $299M to 316M.

Court Place Advisors, LLC is based out at Ellicott City, MD

Below you can find more details about Court Place Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $316 Million
Technology: $84.8 Million
Industrials: $67.2 Million
Financial Services: $55.1 Million
ETFs: $31.5 Million
Healthcare: $23.1 Million
Consumer Cyclical: $19.9 Million
Consumer Defensive: $16.4 Million
Communication Services: $6.63 Million
Other: $10.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$28 Million 8.86% of portfolio
56,216
Q2 2025 Reduced 0.87%
$63.6B
$20.6 Million 6.52% of portfolio
27,298
Q2 2025 Reduced 1.94%
$124B
$19.3 Million 6.11% of portfolio
62,495
Q2 2025 Reduced 3.25%
$621B
$15.7 Million 4.99% of portfolio
32,402
Q2 2025 Reduced 0.51%
$11.6B
$12.1 Million 3.82% of portfolio
66,885
Q2 2025 Reduced 4.13%
$0
$10.6 Million 3.35% of portfolio
41,796
Q2 2025 Reduced 2.68%
$182B
$8.97 Million 2.84% of portfolio
17,014
Q2 2025 Added 0.21%
$368B
$8.36 Million 2.65% of portfolio
52,497
Q2 2025 Reduced 0.99%
$456B
$7.8 Million 2.47% of portfolio
49,398
Q2 2025 Added 2.42%
$293B
$6.75 Million 2.14% of portfolio
97,326
Q2 2025 Reduced 4.57%
$26.1B
$6.59 Million 2.09% of portfolio
3,299
Q2 2025 Reduced 0.24%
$22.7B
$6.19 Million 1.96% of portfolio
27,973
Q2 2025 Reduced 0.43%
$405B
$6.12 Million 1.94% of portfolio
16,699
Q2 2025 Reduced 2.88%
$0
$6.08 Million 1.93% of portfolio
30,819
Q2 2025 Reduced 1.36%
$51.4B
$6.02 Million 1.91% of portfolio
47,147
Q2 2025 Reduced 2.71%
$229B
$5.65 Million 1.79% of portfolio
38,678
Q2 2025 Reduced 0.92%
$0
$5.17 Million 1.64% of portfolio
9,134
Q2 2025 Reduced 3.94%
$684B
$5.07 Million 1.61% of portfolio
23,177
Q2 2025 Reduced 1.28%
$11.9B
$5.05 Million 1.6% of portfolio
56,150
Q2 2025 Reduced 3.35%
$25B
$3.73 Million 1.18% of portfolio
20,383
Q2 2025 Added 61.55%
$859B
$3.66 Million 1.16% of portfolio
12,614
Q2 2025 Reduced 1.66%
$65.4B
$3.52 Million 1.11% of portfolio
33,347
Q2 2025 Reduced 2.91%
$442B
$3.38 Million 1.07% of portfolio
31,381
Q2 2025 Reduced 0.21%
$1.21T
$3.26 Million 1.03% of portfolio
18,497
Q2 2025 Reduced 0.8%
$423B
$2.92 Million 0.92% of portfolio
4
Q3 2024 Reduced 99.9%
$169B
$2.72 Million 0.86% of portfolio
5,000
Q2 2025 Reduced 0.79%
$351B
$2.72 Million 0.86% of portfolio
14,664
Q2 2025 Reduced 1.05%
$218B
$2.57 Million 0.81% of portfolio
6,615
Q2 2025 Reduced 0.3%
$0
$2.18 Million 0.69% of portfolio
41,691
Q2 2025 Reduced 2.0%
$155B
$2.18 Million 0.69% of portfolio
17,647
Q2 2025 Reduced 0.66%
$203B
$2.16 Million 0.68% of portfolio
27,258
Q2 2025 Reduced 1.3%
$157B
$2.1 Million 0.67% of portfolio
5,427
Q2 2025 Added 6.79%
$145B
$2.08 Million 0.66% of portfolio
5,819
Q4 2024 Reduced 15.53%
$86B
$2.05 Million 0.65% of portfolio
29,763
Q2 2025 Reduced 1.91%
$187B
$2 Million 0.63% of portfolio
4,941
Q2 2025 Added 6.58%
$70.9B
$1.99 Million 0.63% of portfolio
21,901
Q2 2025 Added 0.0%
$43.8B
$1.95 Million 0.62% of portfolio
23,185
Q2 2025 Reduced 1.26%
$173B
$1.93 Million 0.61% of portfolio
12,126
Q2 2025 Reduced 4.71%
$38.4B
$1.91 Million 0.6% of portfolio
10,315
Q2 2025 Reduced 0.19%
$162B
$1.67 Million 0.53% of portfolio
9,130
Q2 2025 Added 0.21%
$222B
$1.63 Million 0.52% of portfolio
5,585
Q2 2025 Reduced 3.47%
$452B
$1.58 Million 0.5% of portfolio
10,336
Q1 2025 Reduced 1.5%
$77.3B
$1.59 Million 0.5% of portfolio
8,544
Q1 2025 Reduced 4.03%
$245B
$1.52 Million 0.48% of portfolio
4,877
Q2 2025 Reduced 0.1%
$306B
$1.5 Million 0.47% of portfolio
5,809
Q2 2025 Added 1.77%
$0
$1.47 Million 0.46% of portfolio
12,509
Q2 2025 Reduced 1.08%
$153B
$1.46 Million 0.46% of portfolio
2,871
Q1 2025 Reduced 8.01%
$135B
$1.46 Million 0.46% of portfolio
6,367
Q2 2025 Reduced 2.45%
$551B
$1.41 Million 0.45% of portfolio
3,958
Q2 2025 Added 0.33%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $316 Million
  • Prior Value $299 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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