Court Place Advisors, LLC Portfolio Holdings

Court Place Advisors, LLC

  • $317 Million
  • Q2 2024

Court Place Advisors, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $317 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26.8M, United Rentals, Inc. with a value of $19.8M, Automatic Data Processing Inc with a value of $16.2M, Berkshire Hathaway Inc Class B with a value of $13.7M, and Henry Jack & Associates Inc with a value of $12.4M.

Examining the 13F form we can see an increase of $8.51M in the current position value, from $309M to 317M.

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 $317 Million
Technology: $81.7 Million
Industrials: $62.1 Million
Financial Services: $47.9 Million
Healthcare: $32.2 Million
ETFs: $31.5 Million
Consumer Cyclical: $21.3 Million
Consumer Defensive: $17.9 Million
Energy: $9.16 Million
Other: $13.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.69B
$1.2 Million 0.38% of portfolio
14,208
Q2 2024 Added 83.73%
$1.4B
$262,000 0.08% of portfolio
10,775
Q2 2024 Added 6.69%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $317 Million
  • Prior Value $309 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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