StockDriftsStockDriftsTop 49 Court Place Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.79% | 56.2K | $28.0M | — | — | — | 2025-06-30 |
| URI | UNITED RENTALS INC | 6.47% | 27.3K | $20.6M | — | — | — | 2025-06-30 |
| ADP | AUTOMATIC DATA PROCESSING | 6.06% | 62.5K | $19.3M | — | — | — | 2025-06-30 |
| BRKB | BERKSHIRE HATHAWAY B | 4.95% | 32.4K | $15.7M | — | — | — | 2025-06-30 |
| JKHY | JACK HENRY & ASSOC INC | 3.79% | 66.9K | $12.1M | — | — | — | 2025-06-30 |
| XLK | SPDR TECHNOLOGY ETF | 3.33% | 41.8K | $10.6M | — | — | — | 2025-06-30 |
| SPGI | S&P GLOBAL INC | 2.82% | 17.0K | $9.0M | — | — | — | 2025-06-30 |
| PG | PROCTOR & GAMBLE CO | 2.63% | 52.5K | $8.4M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORP | 2.45% | 49.4K | $7.8M | — | — | — | 2025-06-30 |
| CSCO | CISCO SYSTEMS INC | 2.12% | 97.3K | $6.8M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +60.44% |
Court Place Advisors, Llc reports $317.97M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (8.8%), URI (6.5%) and ADP (6.1%). The top 20 holdings account for 61.39% of reported assets. Its disclosed equity book has returned +28.92% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Court Place Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1566113). View Court Place Advisors, Llc’s 13F filings on SEC