Court Place Advisors, LLC Sells in Q2 2025

Court Place Advisors, LLC

  • $316 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-165
- 0.51%
$483.48 - $539.8 $79.8K - $89.1K
32.4K $15.7M
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.1%
$274.35 - $599.47 $1.37K - $3K
4.88K $1.52M
JKHY
Henry Jack & Associates Inc

Technology
-2.88K
- 4.13%
$163.54 - $186.02 $471K - $536K
66.9K $12.1M
PG
Procter & Gamble CO

Consumer Defensive
-526
- 0.99%
$157.66 - $172.39 $82.9K - $90.7K
52.5K $8.36M
ADP
Automatic Data Processing Inc

Industrials
-2.1K
- 3.25%
$276.76 - $326.81 $580K - $685K
62.5K $19.3M
ABBV
Abb Vie Inc.

Healthcare
-155
- 1.05%
$170.16 - $206.27 $26.4K - $32K
14.7K $2.72M
XOM
Exxon Mobil Corp

Energy
-65
- 0.21%
$99.93 - $119.04 $6.5K - $7.74K
31.4K $3.38M
MRK
Merck & Co., Inc.

Healthcare
-359
- 1.3%
$73.47 - $87.12 $26.4K - $31.3K
27.3K $2.16M
AFL
Aflac Inc

Financial Services
-1K
- 2.91%
$99.77 - $112.45 $99.8K - $112K
33.3K $3.52M
CHKP
Check Point Software Technologies LTD

Technology
-120
- 0.43%
$204.26 - $233.47 $24.5K - $28K
28K $6.19M
HD
Home Depot, Inc.

Consumer Cyclical
-496
- 2.88%
$335.24 - $380.78 $166K - $189K
16.7K $6.12M
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.31K
- 2.71%
$126.62 - $154.26 $166K - $203K
47.1K $6.02M
MCD
Mcdonalds Corp

Consumer Cyclical
-201
- 3.47%
$285.55 - $321.23 $57.4K - $64.6K
5.59K $1.63M
PEP
Pepsico Inc

Consumer Defensive
-377
- 5.37%
$128.02 - $151.37 $48.3K - $57.1K
6.65K $877K
AJG
Arthur J. Gallagher & Co.

Financial Services
-65
- 1.48%
$310.86 - $348.77 $20.2K - $22.7K
4.33K $1.39M
ACN
Accenture PLC

Technology
-249
- 5.78%
$279.23 - $323.21 $69.5K - $80.5K
4.06K $1.21M
TGT
Target Corp

Consumer Defensive
-845
- 18.22%
$88.76 - $105.77 $75K - $89.4K
3.79K $374K
TRN
Trinity Industries Inc

Industrials
-2.6K
- 7.47%
$24.11 - $28.86 $62.6K - $75K
32.2K $869K
HAL
Halliburton CO

Energy
-2.1K
- 17.01%
$19.26 - $25.7 $40.4K - $54K
10.2K $208K
NKE
Nike, Inc.

Consumer Cyclical
-2.13K
- 25.3%
$53.27 - $72.04 $113K - $153K
6.29K $446K
UNP
Union Pacific Corp

Industrials
-160
- 2.45%
$208.27 - $238.46 $33.3K - $38.2K
6.37K $1.46M
LUV
Southwest Airlines CO

Industrials
-1.7K
- 9.65%
$24.04 - $34.36 $40.9K - $58.4K
15.9K $516K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-449
- 4.23%
$61.03 - $67.59 $27.4K - $30.3K
10.2K $649K
HDV
Ishares Core High Dividend ETF

ETFs
-137
- 1.08%
$108.41 - $120.51 $14.9K - $16.5K
12.5K $1.47M
XLV
Select Sector Spdr Fund Health

ETFs
-150
- 3.63%
$128.77 - $144.3 $19.3K - $21.6K
3.98K $537K
BIIB
Biogen Inc.

Healthcare
-130
- 2.97%
$113.38 - $135.49 $14.7K - $17.6K
4.24K $532K
INTC
Intel Corp

Technology
-1.87K
- 3.39%
$18.13 - $22.69 $33.9K - $42.5K
53.3K $1.19M
XLE
Energy Sector Spdr

ETFs
-110
- 1.97%
$76.44 - $94.13 $8.41K - $10.4K
5.48K $464K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-520
- 4.46%
$20.83 - $25.75 $10.8K - $13.4K
11.1K $261K
BAX
Baxter International Inc

Healthcare
-200
- 2.62%
$27.8 - $34.02 $5.56K - $6.8K
7.44K $225K
ELV
Elevance Health, Inc.

Healthcare
-16
- 2.59%
$372.27 - $452.69 $5.96K - $7.24K
601 $233K
FISV
Fiserv Inc

Technology
-265
- 3.7%
N/A
6.9K $863K
UL
Unilever PLC

Consumer Defensive
-700
- 9.18%
$57.9 - $65.43 $40.5K - $45.8K
6.93K $423K
QCOM
Qualcomm Inc

Technology
-599
- 4.71%
$124.66 - $159.48 $74.7K - $95.5K
12.1K $1.93M
CMCSA
Comcast Corp

Communication Services
-279
- 3.38%
$32.84 - $36.72 $9.16K - $10.2K
7.97K $284K
KO
Coca Cola CO

Consumer Defensive
-8
- 0.05%
$68.37 - $73.9 $547 - $591
16.8K $1.19M
OTIS
Otis Worldwide Corp

Industrials
-50
- 2.41%
$90.88 - $104.3 $4.54K - $5.22K
2.02K $200K
TROW
Price T Rowe Group Inc

Financial Services
-232
- 8.02%
$80.27 - $98.06 $18.6K - $22.7K
2.66K $256K
ABC
Amerisourcebergen Corp

Healthcare
-20
- 0.19%
N/A
10.3K $1.91M
CVS
Cvs Health Corp

Healthcare
-579
- 1.91%
$60.04 - $70.18 $34.8K - $40.6K
29.8K $2.05M
OABI
Omniab Inc Com
-4.08K
- 20.4%
N/A
15.9K $0
GPC
Genuine Parts CO

Consumer Cyclical
-5
- 0.28%
$105.54 - $129.09 $528 - $645
1.81K $219K
ABT
Abbott Laboratories

Healthcare
-50
- 0.93%
$123.95 - $138.08 $6.2K - $6.9K
5.31K $722K
TJX
Tjx Companies Inc

Consumer Cyclical
-118
- 0.66%
$119.13 - $135.03 $14.1K - $15.9K
17.6K $2.18M
PEG
Public Service Enterprise Group Inc

Utilities
-296
- 1.26%
$77.13 - $84.18 $22.8K - $24.9K
23.2K $1.95M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-187
- 2.19%
$61.08 - $74.04 $11.4K - $13.8K
8.34K $617K
ACA
Arcosa, Inc.

Industrials
-1.47K
- 8.82%
$70.66 - $90.53 $104K - $133K
15.1K $1.31M
CARR
Carrier Global Corp

Industrials
-175
- 3.62%
$55.55 - $75.83 $9.72K - $13.3K
4.66K $341K
PAYC
Paycom Software, Inc.

Technology
-90
- 2.03%
$193.07 - $265.71 $17.4K - $23.9K
4.35K $1.01M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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