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

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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