Court Place Advisors, LLC Top Holdings and 13F Report (2025) About Court Place Advisors, LLCInvestment ActivityCourt Place Advisors, LLC has $301.48 million in total holdings as of March 31, 2025.Court Place Advisors, LLC owns shares of 149 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 0.55% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Court Place Advisors, LLC has purchased 148 new stocks and bought additional shares in 47 stocks.Court Place Advisors, LLC sold shares of 75 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $21,288,563Automatic Data Processing $19,734,465United Rentals $17,445,449Berkshire Hathaway $17,344,540Jack Henry & Associates $12,739,027 Largest New Holdings this Quarter 494368103 - Kimberly-Clark $220,441 Holding064058100 - Bank of New York Mellon $206,656 Holding Largest Purchases this Quarter Kimberly-Clark 1,550 shares (about $220.44K)Bank of New York Mellon 2,464 shares (about $206.66K)UnitedHealth Group 223 shares (about $116.80K)NVR 15 shares (about $108.40K)McDonald's 330 shares (about $103.08K) Largest Sales this Quarter Exxon Mobil 4,451 shares (about $529.36K)Technology Select Sector SPDR Fund 2,389 shares (about $493.28K)Cisco Systems 4,741 shares (about $292.57K)Jack Henry & Associates 1,423 shares (about $259.84K)Aflac 1,700 shares (about $189.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCourt Place Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$21,288,563$76,579 ▲0.4%56,7117.1%Computer and TechnologyADPAutomatic Data Processing$19,734,465$78,827 ▼-0.4%64,5916.5%Business ServicesURIUnited Rentals$17,445,449$160,435 ▼-0.9%27,8375.8%ConstructionBRK.BBerkshire Hathaway$17,344,540$48,997 ▲0.3%32,5675.8%FinanceJKHYJack Henry & Associates$12,739,027$259,839 ▼-2.0%69,7654.2%Computer and TechnologyPGProcter & Gamble$9,036,258$177,068 ▼-1.9%53,0233.0%Consumer StaplesXLKTechnology Select Sector SPDR Fund$8,867,442$493,278 ▼-5.3%42,9462.9%ETFSPGIS&P Global$8,626,801$166,652 ▼-1.9%16,9792.9%Business ServicesCHKPCheck Point Software Technologies$6,402,957$14,131 ▼-0.2%28,0932.1%Computer and TechnologyHDHome Depot$6,301,666$63,401 ▼-1.0%17,1952.1%Retail/WholesaleCSCOCisco Systems$6,293,507$292,568 ▼-4.4%101,9852.1%Computer and TechnologyROSTRoss Stores$6,192,799$22,874 ▲0.4%48,4612.1%Retail/WholesaleMKLMarkel Group$6,182,557$14,956 ▼-0.2%3,3072.1%Multi-Sector ConglomeratesAAPLApple$5,605,690$7,330 ▲0.1%25,2361.9%Computer and TechnologyNVDANVIDIA$5,227,384$74,565 ▼-1.4%48,2321.7%Computer and TechnologyRTXRTX$5,170,752$59,475 ▲1.2%39,0361.7%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$5,072,756$18,671 ▲0.4%9,5091.7%ETFFTECFidelity MSCI Information Technology Index ETF$5,038,764$19,353 ▲0.4%31,2441.7%ETFSEICSEI Investments$4,509,950$11,334 ▼-0.3%58,0951.5%FinanceAFLAflac$3,819,043$189,023 ▼-4.7%34,3471.3%FinanceXOMExxon Mobil$3,739,903$529,362 ▼-12.4%31,4461.2%EnergyORCLOracle$3,282,314$6,990 ▼-0.2%23,4771.1%Computer and TechnologyBRK.ABerkshire Hathaway$3,193,7660.0%41.1%FinanceJPMJPMorgan Chase & Co.$3,146,570$77,027 ▼-2.4%12,8271.0%FinanceABBVAbbVie$3,104,877$136,817 ▼-4.2%14,8191.0%MedicalGOOGLAlphabet$2,883,412$63,248 ▼-2.1%18,6461.0%Computer and TechnologyCORCencora$2,873,936$2,225 ▼-0.1%10,3351.0%MedicalUNHUnitedHealth Group$2,556,980$116,798 ▲4.8%4,8820.8%MedicalISRGIntuitive Surgical$2,496,161$59,432 ▼-2.3%5,0400.8%MedicalMRKMerck & Co., Inc.$2,478,920$122,793 ▼-4.7%27,6170.8%MedicalTMOThermo Fisher Scientific$2,307,111$56,732 ▼-2.4%4,6360.8%MedicalDOVDover$2,216,631$59,733 ▼-2.6%12,6170.7%IndustrialsCATCaterpillar$2,188,127$91,021 ▼-4.0%6,6350.7%IndustrialsTJXTJX Companies$2,163,740$121,433 ▼-5.3%17,7650.7%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$2,118,963$299 ▲0.0%42,5410.7%ETFCVSCVS Health$2,055,646$119,442 ▼-5.5%30,3420.7%MedicalCLColgate-Palmolive$2,052,011$72,804 ▼-3.4%21,9000.7%Consumer StaplesQCOMQUALCOMM$1,954,729$35,792 ▼-1.8%12,7250.6%Computer and TechnologyADBEAdobe$1,949,099$76,706 ▼-3.8%5,0820.6%Computer and TechnologyPEGPublic Service Enterprise Group$1,932,508$3,374 ▲0.2%23,4810.6%UtilitiesMCDMcDonald's$1,807,413$103,084 ▲6.0%5,7860.6%Retail/WholesaleJNJJohnson & Johnson$1,714,122$26,037 ▼-1.5%10,3360.6%MedicalFIFiserv$1,582,247$14,796 ▲0.9%7,1650.5%Business ServicesETNEaton$1,581,7790.0%5,8190.5%IndustrialsUNPUnion Pacific$1,541,938$7,087 ▼-0.5%6,5270.5%TransportationHDViShares Core High Dividend ETF$1,531,675$5,450 ▼-0.4%12,6460.5%ETFAJGArthur J. Gallagher & Co.$1,518,366$31,072 ▲2.1%4,3980.5%FinancePNCThe PNC Financial Services Group$1,501,779$63,101 ▼-4.0%8,5440.5%FinanceVVisa$1,382,565$67,288 ▲5.1%3,9450.5%Business ServicesDEDeere & Company$1,347,504$117,338 ▼-8.0%2,8710.4%IndustrialsACNAccenture$1,343,630$81,754 ▲6.5%4,3060.4%Computer and TechnologyAMATApplied Materials$1,322,188$3,338 ▲0.3%9,1110.4%Computer and TechnologyACAArcosa$1,280,977$33,393 ▼-2.5%16,6100.4%ConstructionINTCIntel$1,251,789$76,941 ▼-5.8%55,1210.4%Computer and TechnologyCVXChevron$1,218,922$6,525 ▲0.5%7,2860.4%EnergyKOCoca-Cola$1,203,564$45,335 ▼-3.6%16,8050.4%Consumer StaplesNEENextEra Energy$1,190,739$3,899 ▲0.3%16,7970.4%UtilitiesCOSTCostco Wholesale$1,172,756$17,024 ▲1.5%1,2400.4%Retail/WholesaleNVRNVR$1,163,449$108,396 ▲10.3%1610.4%ConstructionGEGE Aerospace$1,142,467$12,409 ▼-1.1%5,7080.4%IndustrialsLLYEli Lilly and Company$1,058,817$6,607 ▲0.6%1,2820.4%MedicalPEPPepsiCo$1,053,048$48,432 ▼-4.4%7,0230.3%Consumer StaplesFASTFastenal$1,043,513$108,570 ▼-9.4%13,4560.3%Retail/WholesaleNVSNovartis$1,016,644$100,327 ▼-9.0%9,1200.3%MedicalIJRiShares Core S&P Small-Cap ETF$993,206$8,888 ▲0.9%9,4980.3%ETFBACBank of America$988,959$11,559 ▲1.2%23,6990.3%FinanceTRNTrinity Industries$975,986$39,256 ▼-3.9%34,7820.3%TransportationAMGNAmgen$972,6590.0%3,1220.3%MedicalPAYCPaycom Software$969,016$42,606 ▲4.6%4,4350.3%Computer and TechnologyFCOMFidelity MSCI Communication Services Index ETF$934,067$27,736 ▲3.1%16,6030.3%ETFDISWalt Disney$924,735$11,548 ▼-1.2%9,3690.3%Consumer DiscretionaryMUMicron Technology$879,342$40,839 ▲4.9%10,1200.3%Computer and TechnologySOSouthern$807,045$20,505 ▼-2.5%8,7770.3%UtilitiesLOWLowe's Companies$768,2600.0%3,2940.3%Retail/WholesaleFHLCFidelity MSCI Health Care Index ETF$724,470$52,607 ▼-6.8%10,6040.2%ETFABTAbbott Laboratories$711,402$90,600 ▼-11.3%5,3630.2%MedicalBMYBristol-Myers Squibb$690,651$63,003 ▼-8.4%11,3240.2%MedicalTAT&T$675,226$12,161 ▲1.8%23,8760.2%Computer and TechnologyUPSUnited Parcel Service$668,735$46,965 ▼-6.6%6,0800.2%TransportationPAYXPaychex$647,2050.0%4,1950.2%Business ServicesWMWaste Management$632,254$6,482 ▲1.0%2,7310.2%Business ServicesXLVHealth Care Select Sector SPDR Fund$603,557$39,274 ▼-6.1%4,1340.2%ETFEMREmerson Electric$600,389$43,856 ▼-6.8%5,4760.2%IndustrialsBIIBBiogen$597,991$180,355 ▼-23.2%4,3700.2%MedicalFNCLFidelity MSCI Financials Index ETF$592,801$20,161 ▲3.5%8,5270.2%ETFLUVSouthwest Airlines$591,285$33,480 ▼-5.4%17,6080.2%TransportationMOAltria Group$586,696$25,809 ▲4.6%9,7750.2%Consumer StaplesLGNDLigand Pharmaceuticals$558,083$49,941 ▼-8.2%5,3080.2%MedicalVZVerizon Communications$552,408$18,326 ▲3.4%12,1780.2%Computer and TechnologyNKENIKE$534,375$7,935 ▼-1.5%8,4180.2%Consumer DiscretionaryBRBroadridge Financial Solutions$526,138$1,455 ▼-0.3%2,1700.2%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$522,3310.0%1,2440.2%FinanceXLEEnergy Select Sector SPDR Fund$521,9180.0%5,5850.2%ETFMETAMeta Platforms$514,6890.0%8930.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$514,3730.0%6,5160.2%ETFMTBM&T Bank$513,549$4,290 ▲0.8%2,8730.2%FinanceTGTTarget$484,022$9,601 ▲2.0%4,6380.2%Retail/WholesaleULUnilever$454,0690.0%7,6250.2%Consumer StaplesPFEPfizer$451,121$39,758 ▼-8.1%17,8030.1%MedicalMPCMarathon Petroleum$443,541$1,603 ▲0.4%3,0440.1%EnergyShowing largest 100 holdings. 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