The Analysis of Court Place Advisors, LLC's Holdings

Currently, Court Place Advisors, LLC holds 147 types of securities in its portfolio with a total value $332.1M. In the most recent quarter, they have increased their positions in SPY (+405 shares, valued at $270.0K), BRK.B (+500 shares, valued at $251.4K), GOOG (+980 shares, valued at $238.7K); decreased their positions in URI (-632 shares, valued at $603.3K), MSFT (-717 shares, valued at $371.4K), RTX (-1.2K shares, valued at $199.0K); initiated new positions in SPY (+405 shares, valued at $270.0K), GOOG (+980 shares, valued at $238.7K), WELL (+1.2K shares, valued at $217.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP55.5K shares-1.28%2025-09-302025-11-25

URI UNITED RENTALS INC26.7K shares-2.32%2025-09-302025-11-25

ADP AUTOMATIC DATA PROCESSING62.3K shares-0.34%2025-09-302025-11-25

BRK.B BERKSHIRE HATHAWAY B32.9K shares1.54%2025-09-302025-11-25

XLK SPDR TECHNOLOGY ETF41.7K shares-0.29%2025-09-302025-11-25

JKHY JACK HENRY & ASSOC INC66.7K shares-0.32%2025-09-302025-11-25

NVDA NVIDIA CORP49.3K shares-0.24%2025-09-302025-11-25

SPGI S&P GLOBAL INC16.9K shares-0.53%2025-09-302025-11-25

Sponsored

PG PROCTOR & GAMBLE CO51.8K shares-1.29%2025-09-302025-11-25

ROST ROSS STORES INC45.9K shares-2.62%2025-09-302025-11-25

FTEC FIDEL TECH ETF30.8K shares0.06%2025-09-302025-11-25

HD HOME DEPOT16.3K shares-2.28%2025-09-302025-11-25

CSCO CISCO SYSTEMS INC95.2K shares-2.19%2025-09-302025-11-25

ORCL ORACLE CORP23.1K shares-0.34%2025-09-302025-11-25

AAPL APPLE INC25.2K shares-0.87%2025-09-302025-11-25

RTX RAYTHEON TECHNOLOGIES37.5K shares-3.07%2025-09-302025-11-25

Sponsored

MKL MARKEL CORP HLDG CO3.3K shares-1.36%2025-09-302025-11-25

CHKP CHECKPOINT SOFTWARE27.7K shares-0.93%2025-09-302025-11-25

MDY S&P MIDCAP 400 ETF9.0K shares-1.52%2025-09-302025-11-25

SEIC SEI CORP56.1K shares0.00%2025-09-302025-11-25

GOOGL ALPHABET CL A18.5K shares0.04%2025-09-302025-11-25

JPM JP MORGAN CHASE & CO12.2K shares-3.40%2025-09-302025-11-25

AFL AFLAC INC32.2K shares-3.45%2025-09-302025-11-25

XOM EXXON MOBIL CORP30.3K shares-3.53%2025-09-302025-11-25

Sponsored

ABBVIE INC ABBVIE INC14.6K shares-0.59%2025-09-302025-11-25

DOV DOVER CORP20.0K shares-2.01%2025-09-302025-11-25

COR CENCORA10.3K shares0.00%2025-09-302025-11-25

CAT CATERPILLAR INC6.6K shares-0.24%2025-09-302025-11-25

BRK.A BERKSHIRE HATHAWAY A4 shares0.00%2025-09-302025-11-25

TJX TJX COMPANIES17.6K shares0.01%2025-09-302025-11-25

ISRG INTUITIVE SURGICAL5.5K shares9.70%2025-09-302025-11-25

TMO THERMO FISHER SCIENTIFIC4.9K shares-1.60%2025-09-302025-11-25

Sponsored

XLF SPDR FINANCIAL ETF41.7K shares0.01%2025-09-302025-11-25

CVS CVS HEALTH CORP29.0K shares-2.66%2025-09-302025-11-25

MRK MERCK & CO INC25.9K shares-4.92%2025-09-302025-11-25

QCOM QUALCOMM INC12.1K shares0.00%2025-09-302025-11-25

ETN EATON CORP5.3K shares-8.59%2025-09-302025-11-25

ADBE ADOBE SYSTEMS5.5K shares1.11%2025-09-302025-11-25

PEG PUBLIC SERVICE ENTERP23.1K shares-0.20%2025-09-302025-11-25

JNJ JOHNSON & JOHNSON10.2K shares-0.97%2025-09-302025-11-25

Sponsored

AMAT APPLIED MATERIALS INC9.0K shares-1.81%2025-09-302025-11-25

GE GENERAL ELECTRIC CO5.7K shares-1.64%2025-09-302025-11-25

PNC PNC FINL SVCS GROUP8.5K shares0.00%2025-09-302025-11-25

UNH UNITED HEALTH GROUP4.9K shares0.55%2025-09-302025-11-25

CL COLGATE-PALMOLIVE CO21.1K shares-3.88%2025-09-302025-11-25

MU MICRON TECHNOLOGY INC10.0K shares-0.20%2025-09-302025-11-25

MCD MCDONALDS CORP5.5K shares-1.18%2025-09-302025-11-25

INTC INTEL CORP48.3K shares-9.33%2025-09-302025-11-25

Sponsored

HDV ISHRS HIGH DIVIDEND12.5K shares0.04%2025-09-302025-11-25

UNP UNION PACIFIC6.3K shares-0.79%2025-09-302025-11-25

ACA ARCOSA INC COM15.1K shares-0.44%2025-09-302025-11-25

NVR NVR HOMES172 shares0.00%2025-09-302025-11-25

V VISA INC4.0K shares0.08%2025-09-302025-11-25

AJG ARTHUR J GALLAGHER4.3K shares0.00%2025-09-302025-11-25

DE DEERE & CO2.9K shares0.00%2025-09-302025-11-25

FAST FASTENAL CO25.9K shares0.00%2025-09-302025-11-25

Sponsored

NEE NEXTERA ENERGY16.3K shares-3.02%2025-09-302025-11-25

BAC BANK OF AMERICA23.0K shares-0.51%2025-09-302025-11-25

NVS NOVARTIS9.1K shares0.00%2025-09-302025-11-25

FCOM FIDELITY COMM SERVICES ETF16.2K shares-3.55%2025-09-302025-11-25

COST COSTCO1.2K shares0.00%2025-09-302025-11-25

CVX CHEVRON CORP7.3K shares-2.66%2025-09-302025-11-25

IJR ISHARES TR9.4K shares0.00%2025-09-302025-11-25

KO COCA COLA16.2K shares-3.61%2025-09-302025-11-25

Sponsored

PAYC PAYCOM SOFTWARE4.9K shares12.66%2025-09-302025-11-25

ACN ACCENTURE4.1K shares0.00%2025-09-302025-11-25

DIS DISNEY CO8.6K shares-4.39%2025-09-302025-11-25

LLY LILLY ELI1.3K shares-0.15%2025-09-302025-11-25

PEP PEPSICO INC6.6K shares0.00%2025-09-302025-11-25

LGND LIGAND PHARM INC5.2K shares-1.90%2025-09-302025-11-25

GEV GE VERNOVA INC1.4K shares-1.43%2025-09-302025-11-25

FI FISERV INC6.9K shares0.00%2025-09-302025-11-25

Sponsored

AMGN AMGEN INC3.1K shares0.00%2025-09-302025-11-25

LOW LOWES CO INC3.3K shares-0.43%2025-09-302025-11-25

TRN TRINITY INDS INC29.2K shares-9.32%2025-09-302025-11-25

SO SOUTHERN COMPANY8.5K shares-3.42%2025-09-302025-11-25

META META PLATFORMS INC A1.0K shares-0.20%2025-09-302025-11-25

ABT ABBOTT LABORATORIES5.3K shares-0.47%2025-09-302025-11-25

GLW CORNING INC8.1K shares-5.81%2025-09-302025-11-25

MO ALTRIA GROUP9.9K shares0.00%2025-09-302025-11-25

Sponsored

FHLC FIDEL HEALTH CARE ETF9.7K shares-4.43%2025-09-302025-11-25

T AT&T22.9K shares-4.14%2025-09-302025-11-25

EMR EMERSON ELECTRIC4.9K shares-9.30%2025-09-302025-11-25

FNCL FIDEL FINANCIAL ETF8.3K shares0.00%2025-09-302025-11-25

WM WASTE MANAGEMENT2.7K shares0.00%2025-09-302025-11-25

UPS UNITED PARCEL SERVICE7.2K shares-2.81%2025-09-302025-11-25

MPC MARATHON PETROLEUM CORP3.0K shares0.00%2025-09-302025-11-25

MTB M&T BANK2.9K shares0.00%2025-09-302025-11-25

Sponsored

CEG CONSTELLATION ENERGY1.7K shares0.00%2025-09-302025-11-25

CMI CUMMINS INC1.3K shares0.00%2025-09-302025-11-25

XLV SPDR HEALTH CARE ETF4.0K shares0.03%2025-09-302025-11-25

KLAC KLATENCOR507 shares0.00%2025-09-302025-11-25

PAYX PAYCHEX INC COM4.2K shares0.00%2025-09-302025-11-25

DIA DIAMONDS TRUST1.1K shares-8.04%2025-09-302025-11-25

VCSH VANG ST CORP BOND ETF6.5K shares0.00%2025-09-302025-11-25

BR BROADRIDGE FINANCIAL2.2K shares0.00%2025-09-302025-11-25

Sponsored

BIIB BIOGEN INC3.7K shares-13.68%2025-09-302025-11-25

LUV SOUTHWEST AIRLINES15.1K shares-5.24%2025-09-302025-11-25

WMT WAL-MART4.6K shares-3.16%2025-09-302025-11-25

VZ VERIZON COMM INC10.7K shares-12.32%2025-09-302025-11-25

XLE SPDR ENERGY ETF5.0K shares-7.76%2025-09-302025-11-25

AMZN AMAZON COM INC2.0K shares-0.49%2025-09-302025-11-25

BMY BRISTOL MYERS SQUIBB CO9.8K shares-8.48%2025-09-302025-11-25

DHI D R HORTON2.5K shares0.00%2025-09-302025-11-25

Sponsored

MAR MARRIOTT INTERNAT'L Cl A1.6K shares0.00%2025-09-302025-11-25

PFE PFIZER INC16.1K shares-9.80%2025-09-302025-11-25

COF CAPITAL ONE FINL CORP1.9K shares0.00%2025-09-302025-11-25

LMT LOCKHEED MARTIN811 shares0.25%2025-09-302025-11-25

UL UNILEVER PLC6.4K shares-7.94%2025-09-302025-11-25

ON ON SEMICONDUCTOR7.6K shares-3.80%2025-09-302025-11-25

TT TRANE TECH PLC873 shares0.00%2025-09-302025-11-25

KR KROGER5.0K shares0.12%2025-09-302025-11-25

Sponsored

SCHW SCHWAB CHARLES CORP NEW3.5K shares-5.41%2025-09-302025-11-25

NKE NIKE B4.7K shares-25.97%2025-09-302025-11-25

IBM IBM CORP1.1K shares-27.44%2025-09-302025-11-25

AEP AMERICAN ELECTRIC POWER2.8K shares0.00%2025-09-302025-11-25

TGT TARGET3.5K shares-7.65%2025-09-302025-11-25

AUB ATLANTIC UN BANKSHARES CORP8.8K shares0.00%2025-09-302025-11-25

VGT VANGUARD WORLD FD400 shares0.00%2025-09-302025-11-25

PM PHILIP MORRIS INTL INC1.8K shares0.00%2025-09-302025-11-25

Sponsored

OXY OCCIDENTAL PETROLEUM CORP6.1K shares0.00%2025-09-302025-11-25

RDN RADIAN GROUP INC8.0K shares-11.16%2025-09-302025-11-25

ORI OLD REPUBLIC INTL6.5K shares-13.25%2025-09-302025-11-25

ED CONSOLIDATED EDISON INC2.8K shares0.00%2025-09-302025-11-25

FENY FIDEL ENERGY ETF11.1K shares0.00%2025-09-302025-11-25

TFC TRUIST FINL CORP6.0K shares3.44%2025-09-302025-11-25

SPY SPDR S&P 500 ETF TR405 sharesnew addition2025-09-302025-11-25

HSY HERSHEY CO1.4K shares0.00%2025-09-302025-11-25

Sponsored

BK BANK NEW YORK MELLON CORP2.5K shares0.00%2025-09-302025-11-25

TROW T ROWE PRICE GROUP INC2.6K shares-3.72%2025-09-302025-11-25

O REALTY INCOME CORP4.3K shares0.21%2025-09-302025-11-25

HON HONEYWELL INTL1.2K shares0.00%2025-09-302025-11-25

AGX ARGAN INC950 shares0.00%2025-09-302025-11-25

HAL HALLIBURTON CO10.2K shares0.00%2025-09-302025-11-25

GD GENERAL DYNAMICS CORP739 shares0.00%2025-09-302025-11-25

MMC MARSH & MCLENNAN1.2K shares0.00%2025-09-302025-11-25

Sponsored

GOOG ALPHABET INC980 sharesnew addition2025-09-302025-11-25

SHW SHERWIN WILLIAMS CO675 shares0.00%2025-09-302025-11-25

GPC GENUINE PARTS1.7K shares-8.29%2025-09-302025-11-25

CMCSA COMCAST A7.1K shares-10.66%2025-09-302025-11-25

CARR CARRIER GLOBAL CORP3.7K shares-21.44%2025-09-302025-11-25

WELL WELLTOWER INC1.2K sharesnew addition2025-09-302025-11-25

CWB SPDR SERIES TRUST2.4K sharesnew addition2025-09-302025-11-25

IVV ISHARES TR314 sharesnew addition2025-09-302025-11-25

Sponsored

FDIS FIDELITY COVINGTON TRUST2.0K sharesnew addition2025-09-302025-11-25

F FORD MTR CO DEL11.3K shares-11.72%2025-09-302025-11-25

OABI OMNIAB INC10.5K shares-33.85%2025-09-302025-11-25

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available