Court Place Advisors, LLC
Filing Date
Global Rank
#3,398
/ 7,980
▼ 85
Top Industry
Software - Infrastructure
14.0%
3Y Alpha vs SPY
-6.2%
Period ended 9 months ago
Filed Nov 25, 2025 · 7mo
23 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.7%
SPY
+77.5%
Annualised alpha
-6.2%
Max drawdown
−15.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
128 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
9.6%
−0.1 pts
Top 5
33.0%
−0.1 pts
Top 10
46.0%
−0.4 pts
HHI
333
Diversified+8
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.1% | $105,362,925 |
| Industrials | 17.9% | $53,756,911 |
| Financial Services | 17.4% | $52,040,600 |
| Healthcare | 8.5% | $25,397,332 |
| Consumer Cyclical | 7.3% | $22,001,205 |
| Consumer Defensive | 5.1% | $15,141,105 |
| Communication Services | 2.5% | $7,557,214 |
| Unclassified | 2.4% | $7,051,226 |
| Energy | 1.9% | $5,677,163 |
| Utilities | 1.7% | $5,124,297 |
| Real Estate | 0.2% | $479,334 |
| Basic Materials | 0.1% | $233,725 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| 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 | |
| O | Realty Income Corp | +9 | 4,310 | $262,004 | |
| GOOGL | Alphabet Inc. | +8 | 18,505 | $4,498,565 | |
| KR | Kroger Co | +6 | 5,014 | $337,993 | |
| V | Visa Inc. | +3 | 3,961 | $1,352,206 | |
| LMT | Lockheed Martin Corp | +2 | 811 | $404,859 | |
| TJX | Tjx Companies Inc /De/ | +1 | 17,648 | $2,550,841 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| 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 | Exxon Mobil 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 | $209,750 | |
| 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. | |||||
Sold Out
Positions the filer fully exited
5 positions
2 positions ·
$479,334 total
· Real Estate only
· as of Sep 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| O |
Realty Income Corp
Real Estate
|
Added | 4,310 | $262,004 | 54.66% | |
| WELL |
Welltower Inc.
Real Estate
|
NEW | 1,220 | $217,330 | 45.34% |