Court Place Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-09-30, active share 62.9%; sector active share 18.3% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
147 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.8% | $105,362,925 |
| Financial Services | 17.3% | $57,303,617 |
| Industrials | 16.2% | $53,771,833 |
| Unclassified | 9.7% | $32,242,227 |
| Healthcare | 7.7% | $25,397,332 |
| Consumer Cyclical | 6.6% | $22,001,205 |
| Consumer Defensive | 4.7% | $15,519,393 |
| Communication Services | 2.4% | $7,809,947 |
| Energy | 1.7% | $5,677,163 |
| Utilities | 1.5% | $5,124,297 |
| Real Estate | 0.1% | $479,334 |
| Basic Materials | 0.1% | $233,725 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PAYC | Paycom Software, Inc. | +550 | 4,895 | $1,018,845 | |
| BRK-B | Berkshire Hathaway Inc | +500 | 32,902 | $16,541,151 | |
| ISRG | Intuitive Surgical Inc | +485 | 5,485 | $2,453,056 | |
| TFC | Truist Financial Corp | +200 | 6,022 | $275,325 | |
| ADBE | Adobe Inc. | +60 | 5,487 | $1,935,539 | |
| UNH | Unitedhealth Group Inc | +27 | 4,904 | $1,693,351 | |
| FTEC | Fidelity MSCI Information Technology Index ETF | +20 | 30,839 | $6,851,500 | |
| O | Realty Income Corp | +9 | 4,310 | $262,004 | |
| GOOGL | Alphabet Inc. | +8 | 18,505 | $4,498,565 | |
| XLF | State Street Corp | +6 | 41,697 | $2,246,217 | |
| KR | Kroger Co | +6 | 5,014 | $337,993 | |
| — | +5 | 12,514 | $306,467 | ||
| V | Visa Inc. | +3 | 3,961 | $1,352,206 | |
| LMT | Lockheed Martin Corp | +2 | 811 | $404,859 | |
| TJX | Tjx Companies Inc | +1 | 17,648 | $2,550,841 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | +1 | 3,985 | $554,592 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OABI | OmniAb, Inc. | −5,390 | 10,533 | $16,852 | |
| INTC | Intel Corp | −4,966 | 48,284 | $1,619,928 | |
| TRN | Trinity Industries Inc | −3,000 | 29,184 | $818,319 | |
| CSCO | Cisco Systems, Inc. | −2,129 | 95,197 | $6,513,378 | |
| PFE | Pfizer Inc | −1,745 | 16,058 | $409,157 | |
| NKE | NIKE, Inc. | −1,633 | 4,655 | $324,593 | |
| VZ | Verizon Communications Inc | −1,504 | 10,700 | $470,265 | |
| F | Ford Motor Co | −1,499 | 11,296 | $135,100 | |
| MRK | Merck & Co., Inc. | −1,341 | 25,917 | $2,175,213 | |
| ROST | Ross Stores, Inc. | −1,233 | 45,914 | $6,996,834 | |
| RTX | RTX Corp | −1,189 | 37,489 | $6,273,034 | |
| AFL | Aflac Inc | −1,150 | 32,197 | $3,596,404 | |
| XOM | ExxonMobil Holdings Corp | −1,108 | 30,273 | $3,413,280 | |
| RDN | Radian Group Inc | −1,000 | 7,957 | $288,202 | |
| ORI | Old Republic International Corp | −1,000 | 6,550 | $278,178 | |
| CARR | CARRIER GLOBAL Corp | −1,000 | 3,664 | $218,740 | |
| T | At&T Inc. | −989 | 22,899 | $646,667 | |
| BMY | Bristol Myers Squibb Co | −904 | 9,759 | $440,130 | |
| CMCSA | Comcast Corp | −850 | 7,123 | $223,804 | |
| CL | Colgate Palmolive Co | −849 | 21,052 | $1,682,896 | |
| LUV | Southwest Airlines Co | −833 | 15,075 | $481,043 | |
| CVS | CVS HEALTH Corp | −793 | 28,970 | $2,184,048 | |
| MSFT | Microsoft Corp | −717 | 55,499 | $28,745,707 | |
| PG | PROCTER & GAMBLE Co | −676 | 51,821 | $7,962,296 | |
| URI | United Rentals, Inc. | −632 | 26,666 | $25,456,963 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | 405 | $269,802 | |
| GOOG | Alphabet Inc. | 980 | $238,679 | |
| WELL | Welltower Inc. | 1,220 | $217,330 | |
| CWB | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF | 2,400 | $217,200 | |
| IVV | iShares Core S&P 500 ETF | 314 | $210,160 | |
| FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 1,965 | $202,139 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 55,499 | $28,745,707 | 8.69% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 26,666 | $25,456,963 | 7.69% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 62,281 | $18,279,473 | 5.52% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 32,902 | $16,541,151 | 5.00% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 41,676 | $11,746,797 | 3.55% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
Reduced | 66,674 | $9,929,758 | 3.00% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 49,278 | $9,194,289 | 2.78% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 16,924 | $8,237,080 | 2.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 51,821 | $7,962,296 | 2.41% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
Reduced | 45,914 | $6,996,834 | 2.11% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
Added | 30,839 | $6,851,500 | 2.07% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 16,319 | $6,612,295 | 2.00% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 95,197 | $6,513,378 | 1.97% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 23,098 | $6,496,081 | 1.96% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,164 | $6,407,509 | 1.94% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 37,489 | $6,273,034 | 1.90% | |
| MKL |
Markel Group Inc.
Financial Services
|
Reduced | 3,254 | $6,219,565 | 1.88% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Reduced | 27,713 | $5,734,096 | 1.73% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 8,995 | $5,361,289 | 1.62% | |
| SEIC |
Sei Investments Co
Financial Services
|
Held | 56,150 | $4,764,327 | 1.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 18,505 | $4,498,565 | 1.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 12,185 | $3,843,514 | 1.16% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 32,197 | $3,596,404 | 1.09% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 30,273 | $3,413,280 | 1.03% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 14,578 | $3,375,390 | 1.02% | |
| DOV |
DOVER Corp
Industrials
|
Reduced | 19,974 | $3,332,262 | 1.01% | |
| COR |
Cencora, Inc.
Healthcare
|
Held | 10,315 | $3,223,746 | 0.97% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 6,599 | $3,148,712 | 0.95% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 4 | $3,016,800 | 0.91% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 17,648 | $2,550,841 | 0.77% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 5,485 | $2,453,056 | 0.74% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 4,862 | $2,358,167 | 0.71% | |
| XLF |
State Street Corp
Financial Services
|
Added | 41,697 | $2,246,217 | 0.68% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 28,970 | $2,184,048 | 0.66% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 25,917 | $2,175,213 | 0.66% | |
| QCOM |
Qualcomm Inc
Technology
|
Held | 12,126 | $2,017,281 | 0.61% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 5,319 | $1,990,635 | 0.60% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 5,487 | $1,935,539 | 0.58% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 23,139 | $1,931,180 | 0.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 10,236 | $1,897,959 | 0.57% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 8,965 | $1,835,494 | 0.55% | |
| GE |
General Electric Co
Industrials
|
Reduced | 5,714 | $1,718,885 | 0.52% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 8,544 | $1,716,745 | 0.52% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 4,904 | $1,693,351 | 0.51% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 21,052 | $1,682,896 | 0.51% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 10,025 | $1,677,383 | 0.51% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 5,519 | $1,677,168 | 0.51% | |
| INTC |
Intel Corp
Technology
|
Reduced | 48,284 | $1,619,928 | 0.49% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 6,317 | $1,493,149 | 0.45% | |
| ACA |
Arcosa, Inc.
Industrials
|
Reduced | 15,079 | $1,413,053 | 0.43% |
Showing the top 50 of 147 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.