Court Place Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $307 Million distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.8M, United Rentals, Inc. with a value of $19.8M, Automatic Data Processing Inc with a value of $19M, Berkshire Hathaway Inc Class B with a value of $14.7M, and Henry Jack & Associates Inc with a value of $12.5M.
Examining the 13F form we can see an decrease of $34.5M in the current position value, from $341M to 307M.
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
$307 Million
Technology: $78 Million
Industrials: $63.3 Million
Financial Services: $51.5 Million
ETFs: $31.5 Million
Healthcare: $24.9 Million
Consumer Cyclical: $22.1 Million
Consumer Defensive: $17.2 Million
Communication Services: $6.5 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions