CP

Court Place Advisors, LLC

13F
Court Place Advisors, LLC
Last update 2024-10-23 165 Stocks (10 new)
Value $343.00 Mil Turnover 2 %
Countries:
Top Holdings: MSFT(7.42%)URI(7.14%)ADP(5.42%)BRK.B(4.50%)JKHY(3.81%)
Portfolio Report
Summary Stock Picks Current Portfolio
Court Place Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
59,159
25456.230
-1.43%
7.420
-0.12%
0.000
-0.90%
-1.65%
3090456.892
Software
URI 		United Rentals Inc
30,224
24473.040
-1.24%
7.140
-0.08%
0.050
-12.92%
+3.40%
47895.150
Business Services
ADP 		Automatic Data Processing Inc
67,176
18589.670
-1.11%
5.420
-0.06%
0.020
+0.72%
-0.40%
118851.103
Software
BRK.B 		Berkshire Hathaway Inc
33,534
15434.540
-0.40%
4.500
-0.02%
0.000
-2.19%
-0.75%
970844.763
Insurance
JKHY 		Jack Henry & Associates Inc
74,070
13076.370
-0.85%
3.810
-0.03%
0.100
-6.05%
-1.54%
12575.999
Software
XLK 		Technology Select Sector SPDR ETF
45,543
10281.780
-2.43%
3.000
-0.08%
0.010
-2.59%
-2.05%
71062.463
 
PG 		Procter & Gamble Co
56,914
9857.490
-0.84%
2.870
-0.03%
0.000
-6.95%
-4.81%
376194.366
Consumer Packaged Goods
SPGI 		S&P Global Inc
17,895
9244.800
-0.14%
2.700
0%
0.010
-8.12%
-2.85%
150331.041
Capital Markets
HD 		The Home Depot Inc
19,001
7699.310
0%
2.240
0%
0.000
-4.92%
+1.01%
390172.967
Retail - Cyclical
ROST 		Ross Stores Inc
49,367
7430.190
-0.14%
2.170
0%
0.010
+4.29%
-1.43%
49199.042
Retail - Cyclical

Court Place Advisors, LLC's Historical Top Holdings Breakdowns

Court Place Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2023-09-30New Buy
+0.76%
●
517136 ($538989) 563073
$675,760.00
25.38%
New holding
4
4
IVV 		iShares Core S&P 500 ETF2024-03-31New Buy
+0.73%
●
469.56 ($500.36) 525.73
$584.95
16.91%
New holding
4,321
4,321
BRK.A 		Berkshire Hathaway Inc2023-06-30Sold Out
-0.67%
●
465600 ($497298) 517810
$675,760.00
35.89%
Sold Out
0
-4
ISRG 		Intuitive Surgical Inc2023-09-30New Buy
+0.63%
●
284.35 ($312.3) 354.93
$538.88
72.55%
New holding
6,110
6,110
BRK.A 		Berkshire Hathaway Inc2024-06-30Add
+0.58%
●
598160 ($616494) 634030
$675,760.00
9.61%
Add 300%
4
3
IVV 		iShares Core S&P 500 ETF2023-12-31Sold Out
-0.55%
●
412.55 ($447.6) 479
$584.95
30.69%
Sold Out
0
-3,603
MSFT 		Microsoft Corp2024-03-31Reduce
-0.53%
●
367.75 ($404.82) 429.37
$415.67
2.68%
Reduce -6.75%
59,190
-4,284
BRK.A 		Berkshire Hathaway Inc2024-03-31Reduce
-0.53%
●
545250 ($593888) 634440
$675,760.00
13.79%
Reduce -75%
1
-3
PNC 		PNC Financial Services Group Inc2024-06-30Reduce
-0.52%
●
146.54 ($155) 161.4
$195.71
26.26%
Reduce -50.43%
9,803
-9,972
URI 		United Rentals Inc2024-03-31Reduce
-0.51%
●
541.39 ($641.68) 721.11
$729.86
13.74%
Reduce -8.67%
28,428
-2,699

Court Place Advisors, LLC Total Holding History ($B)

To

Court Place Advisors, LLC's Asset Allocation

To

Court Place Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Court Place Advisors, LLC's Hypothetical Growth since 2024-09-30

Court Place Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Court Place Advisors, LLC's Holdings Heat Map

Size field:

Court Place Advisors, LLC's Holdings Bubble Chart

Court Place Advisors, LLC News

  • 1

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