Court Place Advisors, LLC Top Holdings and 13F Report (2025) About Court Place Advisors, LLCInvestment ActivityCourt Place Advisors, LLC has $308.35 million in total holdings as of December 31, 2024.Court Place Advisors, LLC owns shares of 148 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 0.38% of the portfolio was purchased this quarter.About 9.16% of the portfolio was sold this quarter.This quarter, Court Place Advisors, LLC has purchased 165 new stocks and bought additional shares in 9 stocks.Court Place Advisors, LLC sold shares of 117 stocks and completely divested from 20 stocks this quarter.Largest Holdings Microsoft $23,817,776United Rentals $19,789,841Automatic Data Processing $18,983,358Berkshire Hathaway $14,720,274Jack Henry & Associates $12,479,257 Largest New Holdings this Quarter Amazon.com $347,953 HoldingHershey $244,372 HoldingONEOK $211,442 Holding Largest Purchases this Quarter Amazon.com 1,586 shares (about $347.95K)Hershey 1,443 shares (about $244.37K)ONEOK 2,106 shares (about $211.44K)Apple 833 shares (about $208.60K)iShares Core S&P Small-Cap ETF 830 shares (about $95.63K) Largest Sales this Quarter United Rentals 2,131 shares (about $1.50M)Microsoft 2,652 shares (about $1.12M)Ligand Pharmaceuticals 7,700 shares (about $825.05K)NVIDIA 5,782 shares (about $776.46K)Automatic Data Processing 2,327 shares (about $681.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCourt Place Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$23,817,776$1,117,822 ▼-4.5%56,5077.7%Computer and TechnologyURIUnited Rentals$19,789,841$1,501,162 ▼-7.1%28,0936.4%ConstructionADPAutomatic Data Processing$18,983,358$681,187 ▼-3.5%64,8496.2%Business ServicesBRK.BBerkshire Hathaway$14,720,274$480,024 ▼-3.2%32,4754.8%FinanceJKHYJack Henry & Associates$12,479,257$505,215 ▼-3.9%71,1884.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$10,541,366$48,364 ▼-0.5%45,3353.4%ETFPGProcter & Gamble$9,063,571$478,142 ▼-5.0%54,0622.9%Consumer StaplesSPGIS&P Global$8,619,583$292,848 ▼-3.3%17,3072.8%Business ServicesROSTRoss Stores$7,303,633$164,128 ▼-2.2%48,2822.4%Retail/WholesaleHDHome Depot$6,755,816$635,205 ▼-8.6%17,3682.2%Retail/WholesaleNVDANVIDIA$6,569,467$776,465 ▼-10.6%48,9202.1%Computer and TechnologyCSCOCisco Systems$6,318,198$463,774 ▼-6.8%106,7262.0%Computer and TechnologyAAPLApple$6,311,339$208,600 ▲3.4%25,2032.0%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$5,754,234$9,244 ▼-0.2%31,1241.9%ETFMKLMarkel Group$5,722,228$246,841 ▼-4.1%3,3151.9%Multi-Sector ConglomeratesMDYSPDR S&P MidCap 400 ETF Trust$5,396,226$170,305 ▼-3.1%9,4741.8%ETFCHKPCheck Point Software Technologies$5,256,539$160,562 ▼-3.0%28,1551.7%Computer and TechnologySEICSEI Investments$4,803,680$157,453 ▼-3.2%58,2411.6%FinanceRTXRTX$4,465,243$146,963 ▼-3.2%38,5871.4%AerospaceORCLOracle$3,920,487$257,955 ▼-6.2%23,5271.3%Computer and TechnologyXOMExxon Mobil$3,861,412$626,591 ▼-14.0%35,8971.3%Oils/EnergyAFLAflac$3,728,702$52,134 ▼-1.4%36,0471.2%FinanceGOOGLAlphabet$3,607,103$100,707 ▼-2.7%19,0551.2%Computer and TechnologyJPMJPMorgan Chase & Co.$3,150,133$599,534 ▼-16.0%13,1411.0%FinanceMRKMerck & Co., Inc.$2,883,379$275,654 ▼-8.7%28,9850.9%MedicalABBVAbbVie$2,749,374$359,487 ▼-11.6%15,4720.9%MedicalBRK.ABerkshire Hathaway$2,723,6800.0%40.9%FinanceISRGIntuitive Surgical$2,693,314$78,294 ▼-2.8%5,1600.9%MedicalCATCaterpillar$2,506,929$256,823 ▼-9.3%6,9110.8%Industrial ProductsTMOThermo Fisher Scientific$2,471,287$133,189 ▼-5.1%4,7500.8%MedicalDOVDover$2,430,648$287,768 ▼-10.6%12,9570.8%Industrial ProductsUNHUnitedHealth Group$2,356,811$15,176 ▼-0.6%4,6590.8%MedicalADBEAdobe$2,348,800$128,957 ▼-5.2%5,2820.8%Computer and TechnologyCORCencora$2,323,765$20,670 ▼-0.9%10,3430.8%MedicalTJXTJX Companies$2,266,632$120,206 ▼-5.0%18,7620.7%Retail/WholesaleCLColgate-Palmolive$2,061,552$47,455 ▼-2.3%22,6770.7%Consumer StaplesXLFFinancial Select Sector SPDR Fund$2,055,718$45,527 ▼-2.2%42,5350.7%ETFQCOMQUALCOMM$1,990,585$50,080 ▼-2.5%12,9580.6%Computer and TechnologyPEGPublic Service Enterprise Group$1,980,458$63,875 ▼-3.1%23,4400.6%UtilitiesETNEaton$1,931,152$355,101 ▼-15.5%5,8190.6%Industrial ProductsPNCThe PNC Financial Services Group$1,716,944$90,640 ▼-5.0%8,9030.6%FinanceACAArcosa$1,648,756$23,024 ▼-1.4%17,0430.5%ConstructionMCDMcDonald's$1,581,678$18,264 ▼-1.1%5,4560.5%Retail/WholesaleJNJJohnson & Johnson$1,517,498$257,713 ▼-14.5%10,4930.5%MedicalUNPUnion Pacific$1,495,258$7,525 ▼-0.5%6,5570.5%TransportationAMATApplied Materials$1,477,981$371,609 ▼-20.1%9,0880.5%Computer and TechnologyFIFiserv$1,458,071$30,813 ▼-2.1%7,0980.5%Business ServicesCVSCVS Health$1,441,198$610,281 ▼-29.7%32,1050.5%Retail/WholesaleHDViShares Core High Dividend ETF$1,424,719$175,803 ▼-11.0%12,6910.5%ETFACNAccenture$1,422,801$53,126 ▼-3.6%4,0440.5%Computer and TechnologyDEDeere & Company$1,322,368$199,986 ▼-13.1%3,1210.4%Industrial ProductsTRNTrinity Industries$1,269,956$22,429 ▼-1.7%36,1810.4%TransportationAJGArthur J. Gallagher & Co.$1,222,8260.0%4,3080.4%FinanceNEENextEra Energy$1,200,234$179,440 ▼-13.0%16,7420.4%UtilitiesNVRNVR$1,190,848$81,565 ▼-6.4%1460.4%ConstructionVVisa$1,186,098$53,095 ▼-4.3%3,7530.4%Business ServicesINTCIntel$1,173,108$392,099 ▼-25.1%58,5090.4%Computer and TechnologyCOSTCostco Wholesale$1,119,671$13,744 ▲1.2%1,2220.4%Retail/WholesalePEPPepsiCo$1,117,053$70,101 ▼-5.9%7,3460.4%Consumer StaplesKOCoca-Cola$1,085,681$78,198 ▼-6.7%17,4380.4%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,084,566$95,633 ▲9.7%9,4130.4%ETFFASTFastenal$1,068,2950.0%14,8560.3%Retail/WholesaleDISWalt Disney$1,056,290$41,757 ▼-3.8%9,4860.3%Consumer DiscretionaryCVXChevron$1,049,696$42,150 ▼-3.9%7,2470.3%Oils/EnergyBACBank of America$1,029,397$288,224 ▼-21.9%23,4220.3%FinanceLLYEli Lilly and Company$983,528$23,160 ▲2.4%1,2740.3%MedicalNVSNovartis$974,999$150,823 ▼-13.4%10,0200.3%MedicalGEGeneral Electric$962,367$112,582 ▼-10.5%5,7700.3%TransportationFCOMFidelity MSCI Communication Services Index ETF$945,673$35,221 ▼-3.6%16,1100.3%ETFBIIBBiogen$869,733$445,417 ▼-33.9%5,6880.3%MedicalPAYCPaycom Software$869,117$8,199 ▼-0.9%4,2400.3%Computer and TechnologyUPSUnited Parcel Service$820,525$301,124 ▼-26.8%6,5070.3%TransportationAMGNAmgen$813,718$2,867 ▼-0.4%3,1220.3%MedicalLOWLowe's Companies$812,959$5,676 ▼-0.7%3,2940.3%Retail/WholesaleMUMicron Technology$812,1510.0%9,6500.3%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$743,288$158,735 ▼-17.6%11,3740.2%ETFSOSouthern$740,880$105,287 ▼-12.4%9,0000.2%UtilitiesEMREmerson Electric$728,213$165,199 ▼-18.5%5,8760.2%Industrial ProductsBMYBristol-Myers Squibb$698,912$53,506 ▼-7.1%12,3570.2%MedicalABTAbbott Laboratories$683,863$196,472 ▼-22.3%6,0460.2%MedicalNKENIKE$646,449$30,192 ▼-4.5%8,5430.2%Consumer DiscretionaryLUVSouthwest Airlines$625,494$93,664 ▼-13.0%18,6050.2%TransportationLGNDLigand Pharmaceuticals$619,648$825,054 ▼-57.1%5,7830.2%MedicalTGTTarget$614,528$946 ▲0.2%4,5460.2%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$605,732$66,035 ▼-9.8%4,4030.2%ETFPAYXPaychex$588,223$1,963 ▼-0.3%4,1950.2%Business ServicesFNCLFidelity MSCI Financials Index ETF$565,721$20,604 ▼-3.5%8,2370.2%ETFONOnsemi$554,840$189,150 ▼-25.4%8,8000.2%Computer and TechnologyWMWaste Management$545,4380.0%2,7030.2%Business ServicesMTBM&T Bank$535,640$940 ▼-0.2%2,8490.2%FinanceTAT&T$533,876$22,474 ▼-4.0%23,4460.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$529,3220.0%1,2440.2%FinanceMETAMeta Platforms$522,860$70,261 ▼-11.8%8930.2%Computer and TechnologyPFEPfizer$513,934$328,491 ▼-39.0%19,3720.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$508,3130.0%6,5160.2%ETFBRBroadridge Financial Solutions$491,972$56,523 ▼-10.3%2,1760.2%Business ServicesMOAltria Group$488,650$3,922 ▼-0.8%9,3450.2%Consumer StaplesXLEEnergy Select Sector SPDR Fund$478,411$124,207 ▼-20.6%5,5850.2%ETFVZVerizon Communications$470,829$40,589 ▼-7.9%11,7740.2%Computer and TechnologyGLWCorning$456,192$185,328 ▼-28.9%9,6000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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