13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001566113
Total reported value
$332.1M
$332.1M
149 檔
26.7%
According to the latest 13F quarterly dataset, Court Place Advisors, LLC managed an equity portfolio of $332.1M at the end of Q1 2025, spanning 149 distinct U.S. exchange-listed positions.
In Q1 2025, Court Place Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.06% | +1.59% | +0.36% | |
| 2 | ADP | Automatic Data Processing | Stock-Tech | 6.55% | -1.05% | -0.40% | |
| 3 | URI | United Rentals Inc | Stock-Industrials | 5.79% | +1.87% | -0.91% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.75% | -0.77% | +0.28% | |
| 5 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 4.23% | -1.24% | -2.00% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.00% | -0.60% | -1.92% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.94% | +0.60% | -5.27% | |
| 8 | SPGI | S&p Global Inc | Stock-Financials | 2.86% | -0.38% | -1.90% | |
| 9 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.12% | -0.39% | -0.22% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.09% | -0.10% | -1.00% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.09% | — | -4.44% | |
| 12 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.05% | +0.06% | +0.37% | |
| 13 | MKL | Markel Group Inc | Stock-Financials | 2.05% | — | -0.24% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.86% | +0.07% | +0.13% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +1.04% | -1.41% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.72% | +0.17% | +1.16% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.68% | -0.07% | +0.37% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.67% | +0.39% | +0.39% | |
| 19 | SEIC | Sei Investments Company | Stock-Financials | 1.50% | -0.07% | -0.25% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 1.27% | — | -4.72% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.24% | -0.21% | -12.40% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.09% | +0.87% | -0.21% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.06% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.12% | -2.39% | |
| 25 | ✓ | Stock-Other | 1.03% | -0.01% | -4.22% | ||
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.39% | -2.15% | |
| 27 | COR | Cencora Inc | Stock-Healthcare | 0.95% | +0.02% | -0.08% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | -0.34% | +4.79% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.83% | — | -2.33% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.17% | -4.72% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | — | -2.40% | |
| 32 | DOV | Dover CORP | Stock-Industrials | 0.74% | +0.26% | -2.62% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.73% | +0.22% | -3.99% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | +0.05% | -5.31% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.70% | — | +0.01% | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 0.68% | — | -5.49% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | -0.17% | -3.43% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | — | -1.80% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.65% | — | -3.79% | |
| 40 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.64% | — | +0.17% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | — | +6.05% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | — | -1.50% | |
| 43 | FISV | Fiserv Inc | Stock-Other | 0.52% | -0.25% | +0.94% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | +0.08% | — | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.51% | — | -0.46% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-Other | 0.51% | — | -0.35% | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.50% | — | +2.09% | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.50% | — | -4.03% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | +5.12% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.45% | — | -8.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | ADP | Automatic Data Processing | — | NEW | New buy |
| 3 | URI | United Rentals Inc | — | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 5 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 6 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 7 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 8 | SPGI | S&p Global Inc | — | NEW | New buy |
| 9 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 12 | ROST | Ross Stores Inc | — | NEW | New buy |
| 13 | MKL | Markel Group Inc | — | NEW | New buy |
| 14 | AAPL | Apple Inc | — | NEW | New buy |
| 15 | NVDA | Nvidia CORP | — | NEW | New buy |
| 16 | RTX | Rtx CORP | — | NEW | New buy |
| 17 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 18 | FTEC | Fidelity Msci Info Tech Indx | — | NEW | New buy |
| 19 | SEIC | Sei Investments Company | — | NEW | New buy |
| 20 | AFL | Aflac Inc | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | ORCL | Oracle CORP | — | NEW | New buy |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 24 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 25 | ✓ | — | NEW | New buy | |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | COR | Cencora Inc | — | NEW | New buy |
| 28 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 29 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 30 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 31 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 32 | DOV | Dover CORP | — | NEW | New buy |
| 33 | CAT | Caterpillar Inc | — | NEW | New buy |
| 34 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 35 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 36 | CVS | Cvs Health CORP | — | NEW | New buy |
| 37 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 38 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 39 | ADBE | Adobe Inc | — | NEW | New buy |
| 40 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 41 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 42 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 43 | FISV | Fiserv Inc | — | NEW | New buy |
| 44 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 45 | UNP | Union Pacific CORP | — | NEW | New buy |
| 46 | HDV | Ishares Core High Dividend E | — | NEW | New buy |
| 47 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 48 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 49 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 50 | DE | Deere & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Court Place Advisors, LLC reported a total U.S. public equity portfolio value of $332.1M across 149 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, ADP, URI) accounted for 26.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $21.3M
During Q1 2025, Court Place Advisors, LLC's top holdings by market value included MSFT (7.1%)、ADP (6.5%)、URI (5.8%). The largest single position, MSFT, represented 7.1% of total portfolio value.
In Q1 2025, Court Place Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.