Court Place Advisors, LLC Portfolio Holdings
Q3 2025•147 long positions•$332.1M portfolio value
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Holding153 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $28.7M 8.65% | -$371.4K Sold | 0.001% 55.5K shares | 56.2K → 55.5K −$371.4K | -1.28% | $3.85T Mega Cap | Q4 2013 Held for 11y 11m | |
Rental & Leasing Services Industrials | $25.5M 7.66% | -$603.3K Sold | 0.041% 26.7K shares | 27.3K → 26.7K −$603.3K | -2.32% | $61.4B Large Cap | Q1 2015 Held for 10y 8m | |
Staffing & Employment Services Industrials | $18.3M 5.5% | -$62.8K Sold | 0.015% 62.3K shares | 62.5K → 62.3K −$62.8K | -0.34% | $118.89B Large Cap | Q4 2013 Held for 11y 11m | |
Insurance - Diversified Financial Services | $16.5M 4.98% | +$251.4K Bought | 0.002% 32.9K shares | 32.4K → 32.9K +$251.4K | +1.54% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.7M 3.54% | -$33.8K Sold | — 41.7K shares | 41.8K → 41.7K −$33.8K | -0.29% | — — | Q4 2013 Held for 11y 11m | |
Information Technology Services Technology | $9.9M 2.99% | -$31.4K Sold | 0.091% 66.7K shares | 66.9K → 66.7K −$31.4K | -0.32% | $10.9B Large Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $9.2M 2.77% | -$22.4K Sold | 0.0% 49.3K shares | 49.4K → 49.3K −$22.4K | -0.24% | $4.54T Mega Cap | Q4 2018 Held for 6y 11m | |
Financial - Data & Stock Exchanges Financial Services | $8.2M 2.48% | -$43.8K Sold | 0.006% 16.9K shares | 17.0K → 16.9K −$43.8K | -0.53% | $148.59B Large Cap | Q4 2013 Held for 11y 11m | |
Household & Personal Products Consumer Defensive | $8.0M 2.4% | -$103.9K Sold | 0.002% 51.8K shares | 52.5K → 51.8K −$103.9K | -1.29% | $359.62B Mega Cap | Q4 2013 Held for 11y 11m | |
Apparel - Retail Consumer Cyclical | $7.0M 2.11% | -$187.9K Sold | 0.014% 45.9K shares | 47.1K → 45.9K −$187.9K | -2.62% | $49.6B Large Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $6.9M 2.06% | +$4.4K Bought | — 30.8K shares | 30.8K → 30.8K +$4.4K | +0.06% | — — | Q3 2014 Held for 11y 2m | |
Home Improvement Consumer Cyclical | $6.6M 1.99% | -$154.0K Sold | 0.002% 16.3K shares | 16.7K → 16.3K −$154.0K | -2.28% | $403.32B Mega Cap | Q4 2013 Held for 11y 11m | |
Communication Equipment Technology | $6.5M 1.96% | -$145.7K Sold | 0.002% 95.2K shares | 97.3K → 95.2K −$145.7K | -2.19% | $270.48B Mega Cap | Q4 2013 Held for 11y 11m | |
Software - Infrastructure Technology | $6.5M 1.96% | -$22.2K Sold | 0.001% 23.1K shares | 23.2K → 23.1K −$22.2K | -0.34% | $801.76B Mega Cap | Q4 2013 Held for 11y 11m | |
Consumer Electronics Technology | $6.4M 1.93% | -$56.5K Sold | 0.0% 25.2K shares | 25.4K → 25.2K −$56.5K | -0.87% | $3.78T Mega Cap | Q4 2013 Held for 11y 11m | |
Aerospace & Defense Industrials | $6.3M 1.89% | -$199.0K Sold | 0.003% 37.5K shares | 38.7K → 37.5K −$199.0K | -3.07% | $223.98B Mega Cap | Q4 2013 Held for 11y 11m | |
Insurance - Property & Casualty Financial Services | $6.2M 1.87% | -$86.0K Sold | 0.026% 3.3K shares | 3.3K → 3.3K −$86.0K | -1.36% | $24.2B Large Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $5.7M 1.73% | -$53.8K Sold | 0.026% 27.7K shares | 28.0K → 27.7K −$53.8K | -0.93% | $22.2B Large Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $5.4M 1.61% | -$82.8K Sold | — 9.0K shares | 9.1K → 9.0K −$82.8K | -1.52% | — — | Q4 2013 Held for 11y 11m | |
Asset Management Financial Services | $4.8M 1.43% | — | 0.045% 56.2K shares | — | — | $10.5B Large Cap | Q4 2013 Held for 11y 11m | |
Internet Content & Information Communication Services | $4.5M 1.35% | +$1.9K Bought | 0.0% 18.5K shares | 18.5K → 18.5K +$1.9K | +0.04% | $2.95T Mega Cap | Q4 2014 Held for 10y 11m | |
Banks - Diversified Financial Services | $3.8M 1.16% | -$135.3K Sold | 0.0% 12.2K shares | 12.6K → 12.2K −$135.3K | -3.4% | $867.35B Mega Cap | Q4 2013 Held for 11y 11m | |
Insurance - Life Financial Services | $3.6M 1.08% | -$128.5K Sold | 0.006% 32.2K shares | 33.3K → 32.2K −$128.5K | -3.45% | $59.7B Large Cap | Q4 2013 Held for 11y 11m | |
Oil & Gas Integrated Energy | $3.4M 1.03% | -$124.9K Sold | 0.001% 30.3K shares | 31.4K → 30.3K −$124.9K | -3.53% | $480.68B Mega Cap | Q4 2013 Held for 11y 11m | |
Drug Manufacturers - General Healthcare | $3.4M 1.02% | -$19.9K Sold | 0.001% 14.6K shares | 14.7K → 14.6K −$19.9K | -0.59% | $409.03B Mega Cap | Q4 2013 Held for 11y 11m | |
Industrial - Machinery Industrials | $3.3M 1.0% | -$68.2K Sold | 0.015% 20.0K shares | 20.4K → 20.0K −$68.2K | -2.01% | $22.9B Large Cap | Q4 2013 Held for 11y 11m | |
Medical - Distribution Healthcare | $3.2M 0.971% | — | — 10.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Agricultural - Machinery Industrials | $3.1M 0.948% | -$7.6K Sold | 0.001% 6.6K shares | 6.6K → 6.6K −$7.6K | -0.24% | $223.53B Mega Cap | Q4 2013 Held for 11y 11m | |
Insurance - Diversified Financial Services | $3.0M 0.908% | — | 0.0% 4.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Apparel - Retail Consumer Cyclical | $2.6M 0.768% | +$144.5 Bought | 0.002% 17.6K shares | 17.6K → 17.6K +$144.5 | +0.01% | $160.86B Large Cap | Q1 2017 Held for 8y 8m | |
Medical - Instruments & Supplies Healthcare | $2.5M 0.739% | +$216.9K Bought | 0.002% 5.5K shares | 5.0K → 5.5K +$216.9K | +9.7% | $160.32B Large Cap | Q3 2023 Held for 2y 2m | |
Medical - Diagnostics & Research Healthcare | $2.4M 0.71% | -$38.3K Sold | 0.001% 4.9K shares | 4.9K → 4.9K −$38.3K | -1.6% | $183.15B Large Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $2.2M 0.676% | +$323.2 Bought | — 41.7K shares | 41.7K → 41.7K +$323.2 | +0.01% | — — | Q4 2013 Held for 11y 11m | |
Medical - Healthcare Plans Healthcare | $2.2M 0.658% | -$59.8K Sold | 0.002% 29.0K shares | 29.8K → 29.0K −$59.8K | -2.66% | $95.6B Large Cap | Q3 2018 Held for 7y 2m | |
Drug Manufacturers - General Healthcare | $2.2M 0.655% | -$112.5K Sold | 0.001% 25.9K shares | 27.3K → 25.9K −$112.5K | -4.92% | $209.64B Mega Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $2.0M 0.607% | — | 0.001% 12.1K shares | — | — | $179.50B Large Cap | Q4 2013 Held for 11y 11m | |
Industrial - Machinery Industrials | $2.0M 0.599% | -$187.1K Sold | 0.001% 5.3K shares | 5.8K → 5.3K −$187.1K | -8.59% | $145.70B Large Cap | Q3 2018 Held for 7y 2m | |
Software - Infrastructure Technology | $1.9M 0.583% | +$21.2K Bought | 0.001% 5.5K shares | 5.4K → 5.5K +$21.2K | +1.11% | $147.66B Large Cap | Q2 2016 Held for 9y 5m | |
Regulated Electric Utilities | $1.9M 0.581% | -$3.8K Sold | 0.005% 23.1K shares | 23.2K → 23.1K −$3.8K | -0.2% | $41.7B Large Cap | Q4 2013 Held for 11y 11m | |
Drug Manufacturers - General Healthcare | $1.9M 0.571% | -$18.5K Sold | 0.0% 10.2K shares | 10.3K → 10.2K −$18.5K | -0.97% | $446.55B Mega Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $1.8M 0.553% | -$33.8K Sold | 0.001% 9.0K shares | 9.1K → 9.0K −$33.8K | -1.81% | $163.10B Large Cap | Q4 2013 Held for 11y 11m | |
Aerospace & Defense Industrials | $1.7M 0.517% | -$28.6K Sold | 0.001% 5.7K shares | 5.8K → 5.7K −$28.6K | -1.64% | $319.00B Mega Cap | Q4 2013 Held for 11y 11m | |
Banks - Regional Financial Services | $1.7M 0.517% | — | 0.002% 8.5K shares | — | — | $79.1B Large Cap | Q4 2013 Held for 11y 11m | |
Medical - Healthcare Plans Healthcare | $1.7M 0.51% | +$9.3K Bought | 0.001% 4.9K shares | 4.9K → 4.9K +$9.3K | +0.55% | $312.73B Mega Cap | Q4 2013 Held for 11y 11m | |
Household & Personal Products Consumer Defensive | $1.7M 0.507% | -$67.9K Sold | 0.003% 21.1K shares | 21.9K → 21.1K −$67.9K | -3.88% | $64.6B Large Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $1.7M 0.505% | -$3.3K Sold | 0.001% 10.0K shares | 10.0K → 10.0K −$3.3K | -0.2% | $187.25B Large Cap | Q3 2024 Held for 1y 2m | |
Restaurants Consumer Cyclical | $1.7M 0.505% | -$20.1K Sold | 0.001% 5.5K shares | 5.6K → 5.5K −$20.1K | -1.18% | $216.86B Mega Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $1.6M 0.488% | -$166.6K Sold | 0.001% 48.3K shares | 53.3K → 48.3K −$166.6K | -9.33% | $159.60B Large Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $1.5M 0.461% | +$612.3 Bought | — 12.5K shares | 12.5K → 12.5K +$612.3 | +0.04% | — — | Q3 2014 Held for 11y 2m | |
Railroads Industrials | $1.5M 0.45% | -$11.8K Sold | 0.001% 6.3K shares | 6.4K → 6.3K −$11.8K | -0.79% | $140.18B Large Cap | Q1 2016 Held for 9y 8m |
