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Showing Q3 2025 data
Court Place Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Court Place Advisors, LLC
•CIK: 1566113•Filing: Q3 2025
Court Place Advisors, LLC manages $332M across a diversified portfolio of 147 positions. The firm maintains significant exposure to technology and industrials, highlighted by a $28.7M holding in MSFT and a $25.5M position in URI. Notable allocations also include $18.3M in ADP and $16.5M in BRK/B, signaling a focus on established market leaders. This concentrated approach suggests a conviction-driven strategy targeting high-quality, large-cap names.
Total AUM
$332.1M
QoQ Performance
+4.5%
Positions
146
Top 10 Concentration
43.1%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT
URI
ADP
MSFT8.7%
URI7.7%
ADP5.5%
BRK/B5.0%
XLK3.5%
JKHY3.0%
NVDA2.8%
SPGI2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.2%
Technology21.0%
Financial8.2%
Healthcare5.2%
Industrial4.6%
Consumer3.6%
Energy1.3%
Utilities1.3%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW6 new positions
↑16 increased
↓79 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023