Court Place Advisors, LLC 13F Holdings · last filed Q3 2025
Court Place Advisors, LLC reported 147 securities worth $332.15M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: MSFT (8.65%), URI (7.66%), ADP (5.50%). Among its top 25 positions this quarter: 3 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $28.7M | 8.65% | 55,499 | Trimmed |
| 2 | URI | UNITED RENTALS INC | $25.5M | 7.66% | 26,666 | Trimmed |
| 3 | ADP | AUTOMATIC DATA PROCESSING | $18.3M | 5.50% | 62,281 | Trimmed |
| 4 | BRKB | BERKSHIRE HATHAWAY B | $16.5M | 4.98% | 32,902 | Added |
| 5 | XLK | SPDR TECHNOLOGY ETF | $11.7M | 3.54% | 41,676 | Trimmed |
| 6 | JKHY | JACK HENRY & ASSOC INC | $9.9M | 2.99% | 66,674 | Trimmed |
| 7 | NVDA | NVIDIA CORP | $9.2M | 2.77% | 49,278 | Trimmed |
| 8 | SPGI | S&P GLOBAL INC | $8.2M | 2.48% | 16,924 | Trimmed |
| 9 | PG | PROCTOR & GAMBLE CO | $8.0M | 2.40% | 51,821 | Trimmed |
| 10 | ROST | ROSS STORES INC | $7.0M | 2.11% | 45,914 | Trimmed |
| 11 | FTEC | FIDEL TECH ETF | $6.9M | 2.06% | 30,839 | Added |
| 12 | HD | HOME DEPOT | $6.6M | 1.99% | 16,319 | Trimmed |
| 13 | CSCO | CISCO SYSTEMS INC | $6.5M | 1.96% | 95,197 | Trimmed |
| 14 | ORCL | ORACLE CORP | $6.5M | 1.96% | 23,098 | Trimmed |
| 15 | AAPL | APPLE INC | $6.4M | 1.93% | 25,164 | Trimmed |
| 16 | RTX | RAYTHEON TECHNOLOGIES | $6.3M | 1.89% | 37,489 | Trimmed |
| 17 | MKL | MARKEL CORP HLDG CO | $6.2M | 1.87% | 3,254 | Trimmed |
| 18 | CHKP | CHECKPOINT SOFTWARE | $5.7M | 1.73% | 27,713 | Trimmed |
| 19 | MDY | S&P MIDCAP 400 ETF | $5.4M | 1.61% | 8,995 | Trimmed |
| 20 | SEIC | SEI CORP | $4.8M | 1.43% | 56,150 | Hold |
| 21 | GOOGL | ALPHABET CL A | $4.5M | 1.35% | 18,505 | Added |
| 22 | JPM | JP MORGAN CHASE & CO | $3.8M | 1.16% | 12,185 | Trimmed |
| 23 | AFL | AFLAC INC | $3.6M | 1.08% | 32,197 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $3.4M | 1.03% | 30,273 | Trimmed |
| 25 | ABBV | ABBVIE INC | $3.4M | 1.02% | 14,578 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR