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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Million 3.56% of portfolio
41,676
Q3 2025 Reduced 0.29%
$0
$6.85 Million 2.08% of portfolio
30,839
Q3 2025 Added 0.06%
$0
$5.36 Million 1.63% of portfolio
8,995
Q3 2025 Reduced 1.52%
$0
$2.25 Million 0.68% of portfolio
41,697
Q3 2025 Added 0.01%
$0
$1.53 Million 0.46% of portfolio
12,514
Q3 2025 Added 0.04%
$0
$1.15 Million 0.35% of portfolio
16,208
Q3 2025 Reduced 3.55%
$0
$1.12 Million 0.34% of portfolio
9,425
Q2 2025 Reduced 0.77%
$0
$648,000 0.2% of portfolio
9,705
Q3 2025 Reduced 4.43%
$0
$636,000 0.19% of portfolio
8,340
Q2 2025 Reduced 2.19%
$0
$554,000 0.17% of portfolio
3,985
Q3 2025 Added 0.03%
$0
$520,000 0.16% of portfolio
6,516
Q3 2024 Reduced 73.26%
$0
$530,000 0.16% of portfolio
1,144
Q3 2025 Reduced 8.04%
$0
$451,000 0.14% of portfolio
5,050
Q3 2025 Reduced 7.76%
$0
$298,000 0.09% of portfolio
400
Q3 2024 Reduced 99.65%
$0
$269,000 0.08% of portfolio
405
Q3 2025 New
$0
$275,000 0.08% of portfolio
11,149
Q2 2025 Reduced 4.46%
$0
$210,000 0.06% of portfolio
314
Q3 2025 New
$0
$202,000 0.06% of portfolio
1,965
Q3 2025 New

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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