Court Place Advisors, LLC

CIK 0001566113 • 3 13F filings • Apr 30, 2025 – Nov 25, 2025

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Filer information

Filed by: Court Place Advisors, LLC, Managing Member
Address: 3300 NORTH RIDGE ROAD, SUITE 345, ELLICOTT CITY, MD, 21043
Phone: 410-465-4321
AUM: $332.1M

AUM over time

$332.1M latest

Sector allocation over time

Past 3 quarters

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $332.1M147 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$708K	0.2%Prev: 0.2%	5,288 SH	Decreased-25 SH
ABBVIE INC	COM	$3.4M	1.0%Prev: 0.9%	14,578 SH	Increased-86 SH
ACCENTURE	SHS CL A	$1.0M	0.3%Prev: 0.4%	4,057 SH	Decreased
ADOBE SYSTEMS	COM	$1.9M	0.6%Prev: 0.7%	5,487 SH	Decreased+60 SH
AFLAC INC	COM	$3.6M	1.1%Prev: 1.1%	32,197 SH	Increased-1,150 SH
ALPHABET CL A	CAP STK CL A	$4.5M	1.4%Prev: 1.0%	18,505 SH	Increased+8 SH
ALPHABET INC	CAP STK CL C	$239K	0.1%	980 SH	New
ALTRIA GROUP	COM	$653K	0.2%Prev: 0.2%	9,880 SH	Increased
AMAZON COM INC	COM	$442K	0.1%Prev: 0.1%	2,013 SH	Decreased-10 SH
AMERICAN ELECTRIC POWER	COM	$316K	0.1%Prev: 0.1%	2,812 SH	Increased
AMGEN INC	COM	$881K	0.3%Prev: 0.3%	3,122 SH	Increased
APPLE INC	COM	$6.4M	1.9%Prev: 1.6%	25,164 SH	Increased-222 SH
APPLIED MATERIALS INC	COM	$1.8M	0.6%Prev: 0.5%	8,965 SH	Increased-165 SH
ARCOSA INC COM	COM	$1.4M	0.4%Prev: 0.4%	15,079 SH	Increased-66 SH
ARGAN INC	COM	$257K	0.1%Prev: 0.1%	950 SH	Increased
ARTHUR J GALLAGHER	COM	$1.3M	0.4%Prev: 0.4%	4,333 SH	Decreased
AT&T	COM	$647K	0.2%Prev: 0.2%	22,899 SH	Decreased-989 SH
ATLANTIC UN BANKSHARES CORP	COM	$310K	0.1%Prev: 0.1%	8,798 SH	Increased
AUTOMATIC DATA PROCESSING	COM	$18.3M	5.5%Prev: 6.1%	62,281 SH	Decreased-214 SH
BANK NEW YORK MELLON CORP	COM	$268K	0.1%Prev: 0.1%	2,464 SH	Increased
BANK OF AMERICA	COM	$1.2M	0.4%Prev: 0.3%	22,971 SH	Increased-118 SH
BERKSHIRE HATHAWAY A	CL A	$3.0M	0.9%Prev: 0.9%	4 SH	Increased
BERKSHIRE HATHAWAY B	CL B NEW	$16.5M	5.0%Prev: 5.0%	32,902 SH	Increased+500 SH
BIOGEN INC	COM	$513K	0.2%Prev: 0.2%	3,660 SH	Decreased-580 SH
BRISTOL MYERS SQUIBB CO	COM	$440K	0.1%Prev: 0.2%	9,759 SH	Decreased-904 SH
BROADRIDGE FINANCIAL	COM	$517K	0.2%Prev: 0.2%	2,170 SH	Decreased
CAPITAL ONE FINL CORP	COM	$405K	0.1%Prev: 0.1%	1,907 SH	Decreased
CARRIER GLOBAL CORP	COM	$219K	0.1%Prev: 0.1%	3,664 SH	Decreased-1,000 SH
CATERPILLAR INC	COM	$3.1M	0.9%Prev: 0.8%	6,599 SH	Increased-16 SH
CENCORA	COM	$3.2M	1.0%Prev: 1.0%	10,315 SH	Increased
CHECKPOINT SOFTWARE	ORD SHS	$5.7M	1.7%Prev: 1.9%	27,713 SH	Decreased-260 SH
CHEVRON CORP	COM	$1.1M	0.3%Prev: 0.3%	7,318 SH	Increased-200 SH
CISCO SYSTEMS INC	COM	$6.5M	2.0%Prev: 2.1%	95,197 SH	Decreased-2,129 SH
COCA COLA	COM	$1.1M	0.3%Prev: 0.4%	16,190 SH	Decreased-607 SH
COLGATE-PALMOLIVE CO	COM	$1.7M	0.5%Prev: 0.6%	21,052 SH	Decreased-849 SH
COMCAST A	COM	$224K	0.1%Prev: 0.1%	7,123 SH	Decreased-850 SH
CONSOLIDATED EDISON INC	COM	$276K	0.1%Prev: 0.1%	2,750 SH	Increased
CONSTELLATION ENERGY	COM	$567K	0.2%Prev: 0.2%	1,724 SH	Increased
CORNING INC	COM	$664K	0.2%Prev: 0.1%	8,100 SH	Increased-500 SH
COSTCO	COM	$1.1M	0.3%Prev: 0.4%	1,242 SH	Decreased
CUMMINS INC	COM	$567K	0.2%Prev: 0.1%	1,343 SH	Increased
CVS HEALTH CORP	COM	$2.2M	0.7%Prev: 0.6%	28,970 SH	Increased-793 SH
D R HORTON	COM	$417K	0.1%Prev: 0.1%	2,460 SH	Increased
DEERE & CO	COM	$1.3M	0.4%Prev: 0.5%	2,871 SH	Decreased
DIAMONDS TRUST	COM	$531K	0.2%Prev: 0.2%	1,144 SH	Decreased-100 SH
DISNEY CO	COM	$989K	0.3%Prev: 0.4%	8,642 SH	Decreased-397 SH
DOVER CORP	COM	$3.3M	1.0%Prev: 1.2%	19,974 SH	Decreased-409 SH
EATON CORP	SHS	$2.0M	0.6%Prev: 0.7%	5,319 SH	Decreased-500 SH
EMERSON ELECTRIC	COM	$640K	0.2%Prev: 0.2%	4,876 SH	Decreased-500 SH
EXXON MOBIL CORP	COM	$3.4M	1.0%Prev: 1.1%	30,273 SH	Increased-1,108 SH
FASTENAL CO	COM	$1.3M	0.4%Prev: 0.3%	25,912 SH	Increased
FIDEL ENERGY ETF	COM	$276K	0.1%Prev: 0.1%	11,149 SH	Increased
FIDEL FINANCIAL ETF	COM	$637K	0.2%Prev: 0.2%	8,340 SH	Increased
FIDEL HEALTH CARE ETF	COM	$649K	0.2%Prev: 0.2%	9,705 SH	Decreased-450 SH
FIDEL TECH ETF	COM	$6.9M	2.1%Prev: 1.9%	30,839 SH	Increased+20 SH
FIDELITY COMM SERVICES ETF	COM	$1.2M	0.3%Prev: 0.3%	16,208 SH	Increased-597 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$202K	0.1%	1,965 SH	New
FISERV INC	COM	$890K	0.3%Prev: 0.4%	6,900 SH	Decreased
FORD MTR CO DEL	COM	$135K	0.0%Prev: 0.0%	11,296 SH	Decreased-1,499 SH
GE VERNOVA INC	COM	$891K	0.3%Prev: 0.2%	1,449 SH	Increased-21 SH
GENERAL DYNAMICS CORP	COM	$252K	0.1%Prev: 0.1%	739 SH	Increased
GENERAL ELECTRIC CO	COM NEW	$1.7M	0.5%Prev: 0.5%	5,714 SH	Increased-95 SH
GENUINE PARTS	COM	$230K	0.1%Prev: 0.1%	1,660 SH	Increased-150 SH
HALLIBURTON CO	COM	$252K	0.1%Prev: 0.1%	10,245 SH	Increased
HERSHEY CO	COM	$270K	0.1%Prev: 0.1%	1,443 SH	Increased
HOME DEPOT	COM	$6.6M	2.0%Prev: 1.9%	16,319 SH	Increased-380 SH
HONEYWELL INTL	COM	$259K	0.1%Prev: 0.1%	1,233 SH	Decreased
IBM CORP	COM	$323K	0.1%Prev: 0.1%	1,145 SH	Decreased-433 SH
INTEL CORP	COM	$1.6M	0.5%Prev: 0.4%	48,284 SH	Increased-4,966 SH
INTUITIVE SURGICAL	COM NEW	$2.5M	0.7%Prev: 0.9%	5,485 SH	Decreased+485 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.3%Prev: 0.3%	9,425 SH	Increased
ISHARES TR	CORE S&P500 ETF	$210K	0.1%	314 SH	New
ISHRS HIGH DIVIDEND	COM	$1.5M	0.5%Prev: 0.5%	12,514 SH	Increased+5 SH
JACK HENRY & ASSOC INC	COM	$9.9M	3.0%Prev: 3.8%	66,674 SH	Decreased-211 SH
JOHNSON & JOHNSON	COM	$1.9M	0.6%Prev: 0.5%	10,236 SH	Increased-100 SH
JP MORGAN CHASE & CO	COM	$3.8M	1.2%Prev: 1.2%	12,185 SH	Increased-429 SH
KLATENCOR	COM	$547K	0.2%Prev: 0.1%	507 SH	Increased
KROGER	COM	$338K	0.1%Prev: 0.1%	5,014 SH	Decreased+6 SH
LIGAND PHARM INC	COM	$914K	0.3%Prev: 0.2%	5,158 SH	Increased-100 SH
LILLY ELI	COM	$985K	0.3%Prev: 0.3%	1,291 SH	Decreased-2 SH
LOCKHEED MARTIN	COM	$405K	0.1%Prev: 0.1%	811 SH	Increased+2 SH
LOWES CO INC	COM	$824K	0.2%Prev: 0.2%	3,280 SH	Increased-14 SH
M&T BANK	COM	$568K	0.2%Prev: 0.2%	2,873 SH	Increased
MARATHON PETROLEUM CORP	COM	$587K	0.2%Prev: 0.2%	3,044 SH	Increased
MARKEL CORP HLDG CO	COM	$6.2M	1.9%Prev: 2.1%	3,254 SH	Decreased-45 SH
MARRIOTT INTERNAT'L Cl A	COM	$409K	0.1%Prev: 0.1%	1,571 SH	Decreased
MARSH & MCLENNAN	COM	$252K	0.1%Prev: 0.1%	1,248 SH	Decreased
MCDONALDS CORP	COM	$1.7M	0.5%Prev: 0.5%	5,519 SH	Increased-66 SH
MERCK & CO INC	COM	$2.2M	0.7%Prev: 0.7%	25,917 SH	Increased-1,341 SH
META PLATFORMS INC A	COM	$742K	0.2%Prev: 0.2%	1,011 SH	Decreased-2 SH
MICRON TECHNOLOGY INC	COM	$1.7M	0.5%Prev: 0.4%	10,025 SH	Increased-20 SH
MICROSOFT CORP	COM	$28.7M	8.7%Prev: 8.8%	55,499 SH	Increased-717 SH
NEXTERA ENERGY	COM	$1.2M	0.4%Prev: 0.4%	16,289 SH	Increased-508 SH
NIKE B	CL B NEW	$325K	0.1%Prev: 0.1%	4,655 SH	Decreased-1,633 SH
NOVARTIS	SPONS ADR	$1.2M	0.4%Prev: 0.3%	9,120 SH	Increased
NVIDIA CORP	COM	$9.2M	2.8%Prev: 2.5%	49,278 SH	Increased-120 SH
NVR HOMES	COM	$1.4M	0.4%Prev: 0.4%	172 SH	Increased
OCCIDENTAL PETROLEUM CORP	COM	$289K	0.1%Prev: 0.1%	6,111 SH	Increased
OLD REPUBLIC INTL	COM	$278K	0.1%Prev: 0.1%	6,550 SH	Decreased-1,000 SH
OMNIAB INC	COM	$17K	0.0%Prev: 0.0%	10,533 SH	Decreased-5,390 SH
ON SEMICONDUCTOR	COM	$375K	0.1%Prev: 0.1%	7,600 SH	Decreased-300 SH
ORACLE CORP	COM	$6.5M	2.0%Prev: 1.6%	23,098 SH	Increased-79 SH
PAYCHEX INC COM	COM	$532K	0.2%Prev: 0.2%	4,195 SH	Decreased
PAYCOM SOFTWARE	COM	$1.0M	0.3%Prev: 0.3%	4,895 SH	Increased+550 SH
PEPSICO INC	COM	$933K	0.3%Prev: 0.3%	6,646 SH	Increased
PFIZER INC	COM	$409K	0.1%Prev: 0.1%	16,058 SH	Decreased-1,745 SH
PHILIP MORRIS INTL INC	COM	$291K	0.1%Prev: 0.1%	1,795 SH	Decreased
PNC FINL SVCS GROUP	COM	$1.7M	0.5%Prev: 0.5%	8,544 SH	Increased
PROCTOR & GAMBLE CO	COM	$8.0M	2.4%Prev: 2.6%	51,821 SH	Decreased-676 SH
PUBLIC SERVICE ENTERP	COM	$1.9M	0.6%Prev: 0.6%	23,139 SH	Decreased-46 SH
QUALCOMM INC	COM	$2.0M	0.6%Prev: 0.6%	12,126 SH	Increased
RADIAN GROUP INC	COM	$288K	0.1%Prev: 0.1%	7,957 SH	Decreased-1,000 SH
RAYTHEON TECHNOLOGIES	COM	$6.3M	1.9%Prev: 1.8%	37,489 SH	Increased-1,189 SH
REALTY INCOME CORP	COM	$262K	0.1%Prev: 0.1%	4,310 SH	Increased+9 SH
ROSS STORES INC	COM	$7.0M	2.1%Prev: 1.9%	45,914 SH	Increased-1,233 SH
S&P GLOBAL INC	COM	$8.2M	2.5%Prev: 2.8%	16,924 SH	Decreased-90 SH
S&P MIDCAP 400 ETF	COM	$5.4M	1.6%Prev: 1.6%	8,995 SH	Increased-139 SH
SCHWAB CHARLES CORP NEW	COM	$334K	0.1%Prev: 0.1%	3,500 SH	Decreased-200 SH
SEI CORP	COM	$4.8M	1.4%Prev: 1.6%	56,150 SH	Decreased
SHERWIN WILLIAMS CO	COM	$234K	0.1%Prev: 0.1%	675 SH	Increased
SOUTHERN COMPANY	COM	$803K	0.2%Prev: 0.3%	8,477 SH	Decreased-300 SH
SOUTHWEST AIRLINES	COM	$481K	0.1%Prev: 0.2%	15,075 SH	Decreased-833 SH
SPDR ENERGY ETF	COM	$451K	0.1%Prev: 0.1%	5,050 SH	Decreased-425 SH
SPDR FINANCIAL ETF	COM	$2.2M	0.7%Prev: 0.7%	41,697 SH	Increased+6 SH
SPDR HEALTH CARE ETF	COM	$555K	0.2%Prev: 0.2%	3,985 SH	Increased+1 SH
SPDR S&P 500 ETF TR	TR UNIT	$270K	0.1%	405 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$217K	0.1%	2,400 SH	New
SPDR TECHNOLOGY ETF	COM	$11.7M	3.5%Prev: 3.3%	41,676 SH	Increased-120 SH
T ROWE PRICE GROUP INC	COM	$263K	0.1%Prev: 0.1%	2,562 SH	Increased-99 SH
TARGET	COM	$314K	0.1%Prev: 0.1%	3,503 SH	Decreased-290 SH
THERMO FISHER SCIENTIFIC	COM	$2.4M	0.7%Prev: 0.6%	4,862 SH	Increased-79 SH
TJX COMPANIES	COM	$2.6M	0.8%Prev: 0.7%	17,648 SH	Increased+1 SH
TRANE TECH PLC	SHS	$368K	0.1%Prev: 0.1%	873 SH	Decreased
TRINITY INDS INC	COM	$818K	0.2%Prev: 0.3%	29,184 SH	Decreased-3,000 SH
TRUIST FINL CORP	COM	$275K	0.1%Prev: 0.1%	6,022 SH	Increased+200 SH
UNILEVER PLC	SPONS ADR	$378K	0.1%Prev: 0.1%	6,375 SH	Decreased-550 SH
UNION PACIFIC	COM	$1.5M	0.4%Prev: 0.5%	6,317 SH	Increased-50 SH
UNITED HEALTH GROUP	COM	$1.7M	0.5%Prev: 0.5%	4,904 SH	Increased+27 SH
UNITED PARCEL SERVICE	CL B NEW	$601K	0.2%Prev: 0.2%	7,198 SH	Decreased-208 SH
UNITED RENTALS INC	COM	$25.5M	7.7%Prev: 6.5%	26,666 SH	Increased-632 SH
VANG ST CORP BOND ETF	COM	$521K	0.2%Prev: 0.2%	6,516 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$299K	0.1%Prev: 0.1%	400 SH	Increased
VERIZON COMM INC	COM	$470K	0.1%Prev: 0.2%	10,700 SH	Decreased-1,504 SH
VISA INC	COM	$1.4M	0.4%Prev: 0.4%	3,961 SH	Decreased+3 SH
WAL-MART	COM	$473K	0.1%Prev: 0.1%	4,592 SH	Increased-150 SH
WASTE MANAGEMENT	COM	$603K	0.2%Prev: 0.2%	2,731 SH	Decreased
WELLTOWER INC	COM	$217K	0.1%	1,220 SH	New

Sold (vs prior filing)

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All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Nov 25, 2025	Q3 2025	13F-HR	0001420506-25-003498	$332.1M	View
Jul 24, 2025	Q2 2025	13F-HR	0001420506-25-001571	$318.0M	View
Apr 30, 2025	Q1 2025