Court Place Advisors, LLC Portfolio Holdings

Court Place Advisors, LLC

  • $330 Million
  • Q3 2025

Court Place Advisors, LLC has filed its 13F form on November 25, 2025 for Q3 2025 where it was disclosed a total value porftolio of $330 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.7M, United Rentals, Inc. with a value of $25.5M, Automatic Data Processing Inc with a value of $18.3M, Berkshire Hathaway Inc Class B with a value of $16.5M, and Technology Sector Spdr with a value of $11.7M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $316M to 330M.

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 $330 Million
Technology: $87.4 Million
Industrials: $71.7 Million
Financial Services: $55 Million
ETFs: $34.8 Million
Healthcare: $24.1 Million
Consumer Cyclical: $22 Million
Consumer Defensive: $15.5 Million
Communication Services: $7.81 Million
Other: $11.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$28.7 Million 8.72% of portfolio
55,499
Q3 2025 Reduced 1.28%
$55.9B
$25.5 Million 7.72% of portfolio
26,666
Q3 2025 Reduced 2.32%
$104B
$18.3 Million 5.54% of portfolio
62,281
Q3 2025 Reduced 0.34%
$662B
$16.5 Million 5.01% of portfolio
32,902
Q3 2025 Added 1.54%
$0
$11.7 Million 3.56% of portfolio
41,676
Q3 2025 Reduced 0.29%
$12B
$9.93 Million 3.01% of portfolio
66,674
Q3 2025 Reduced 0.32%
$465B
$9.19 Million 2.79% of portfolio
49,278
Q3 2025 Reduced 0.24%
$159B
$8.24 Million 2.5% of portfolio
16,924
Q3 2025 Reduced 0.53%
$346B
$7.96 Million 2.41% of portfolio
51,821
Q3 2025 Reduced 1.29%
$55.7B
$7 Million 2.12% of portfolio
45,914
Q3 2025 Reduced 2.62%
$0
$6.85 Million 2.08% of portfolio
30,839
Q3 2025 Added 0.06%
$367B
$6.61 Million 2.0% of portfolio
16,319
Q3 2025 Reduced 2.28%
$593B
$6.5 Million 1.97% of portfolio
23,098
Q3 2025 Reduced 0.34%
$319B
$6.51 Million 1.97% of portfolio
95,197
Q3 2025 Reduced 2.19%
$4.3T
$6.41 Million 1.94% of portfolio
25,164
Q3 2025 Reduced 0.87%
$258B
$6.27 Million 1.9% of portfolio
37,489
Q3 2025 Reduced 3.07%
$24.8B
$5.73 Million 1.74% of portfolio
27,713
Q3 2025 Reduced 0.93%
$0
$5.36 Million 1.63% of portfolio
8,995
Q3 2025 Reduced 1.52%
$11B
$4.76 Million 1.44% of portfolio
56,150
Q2 2025 Reduced 3.35%
$1.65T
$4.5 Million 1.36% of portfolio
18,505
Q3 2025 Added 0.04%
$881B
$3.84 Million 1.17% of portfolio
12,185
Q3 2025 Reduced 3.4%
$72.3B
$3.6 Million 1.09% of portfolio
32,197
Q3 2025 Reduced 3.45%
$490B
$3.41 Million 1.03% of portfolio
30,273
Q3 2025 Reduced 3.53%
$414B
$3.38 Million 1.02% of portfolio
14,578
Q3 2025 Reduced 0.59%
$25.7B
$3.33 Million 1.01% of portfolio
19,974
Q3 2025 Reduced 2.01%
$291B
$3.15 Million 0.95% of portfolio
6,599
Q3 2025 Reduced 0.24%
$453B
$3.02 Million 0.91% of portfolio
4
Q3 2024 Reduced 99.9%
$170B
$2.55 Million 0.77% of portfolio
17,648
Q3 2025 Added 0.01%
$193B
$2.45 Million 0.74% of portfolio
5,485
Q3 2025 Added 9.7%
$222B
$2.36 Million 0.71% of portfolio
4,862
Q3 2025 Reduced 1.6%
$0
$2.25 Million 0.68% of portfolio
41,697
Q3 2025 Added 0.01%
$235B
$2.18 Million 0.66% of portfolio
25,917
Q3 2025 Reduced 4.92%
$103B
$2.18 Million 0.66% of portfolio
28,970
Q3 2025 Reduced 2.66%
$187B
$2.02 Million 0.61% of portfolio
12,126
Q2 2025 Reduced 4.71%
$140B
$1.99 Million 0.6% of portfolio
5,319
Q3 2025 Reduced 8.59%
$41.3B
$1.93 Million 0.59% of portfolio
23,139
Q3 2025 Reduced 0.2%
$151B
$1.94 Million 0.59% of portfolio
5,487
Q3 2025 Added 1.11%
$522B
$1.9 Million 0.58% of portfolio
10,236
Q3 2025 Reduced 0.97%
$38.4B
$1.91 Million 0.58% of portfolio
10,315
Q2 2025 Reduced 0.19%
$197B
$1.84 Million 0.56% of portfolio
8,965
Q3 2025 Reduced 1.81%
$328B
$1.72 Million 0.52% of portfolio
5,714
Q3 2025 Reduced 1.64%
$74.3B
$1.72 Million 0.52% of portfolio
8,544
Q1 2025 Reduced 4.03%
$268B
$1.68 Million 0.51% of portfolio
10,025
Q3 2025 Reduced 0.2%
$300B
$1.69 Million 0.51% of portfolio
4,904
Q3 2025 Added 0.55%
$65.7B
$1.68 Million 0.51% of portfolio
21,052
Q3 2025 Reduced 3.88%
$224B
$1.68 Million 0.51% of portfolio
5,519
Q3 2025 Reduced 1.18%
$143B
$1.62 Million 0.49% of portfolio
48,284
Q3 2025 Reduced 9.33%
$0
$1.53 Million 0.46% of portfolio
12,514
Q3 2025 Added 0.04%
$136B
$1.49 Million 0.45% of portfolio
6,317
Q3 2025 Reduced 0.79%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $330 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 25, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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