$157 Million is the total value of Court Place Advisors, LLC's 135 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
URI | New | UNITED RENTALS INC | $580,000 | – | 6,365 | +100.0% | 0.37% | – |
MDT | New | MEDTRONIC INC | $315,000 | – | 4,034 | +100.0% | 0.20% | – |
KR | New | KROGER CO | $230,000 | – | 3,000 | +100.0% | 0.15% | – |
ESV | New | ENSCO PLC | $222,000 | – | 10,550 | +100.0% | 0.14% | – |
NUE | New | NUCOR CORP | $204,000 | – | 4,299 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JACK HENRY & ASSOC INC | 40 | Q3 2023 | 5.8% |
MICROSOFT CORP | 40 | Q3 2023 | 7.6% |
PROCTOR & GAMBLE CO | 40 | Q3 2023 | 4.2% |
Cisco Systems Inc COM | 40 | Q3 2023 | 3.0% |
INTEL CORP | 40 | Q3 2023 | 3.0% |
EXXON MOBIL CORP | 40 | Q3 2023 | 4.2% |
SEI INVTS CO | 40 | Q3 2023 | 2.8% |
SPDR TECHNOLOGY ETF | 40 | Q3 2023 | 3.1% |
ORACLE CORP | 40 | Q3 2023 | 3.2% |
HOME DEPOT INC | 40 | Q3 2023 | 2.4% |
View Court Place Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-08 |
13F-HR/A | 2023-02-14 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
View Court Place Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.