$242 Billion is the total value of Court Place Advisors, LLC's 336 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GPC | New | GENUINE PARTS CO | $477,617,000 | – | 10,044 | +100.0% | 0.20% | – |
| HON | New | HONEYWELL INTL INC | $276,365,000 | – | 3,600 | +100.0% | 0.11% | – |
| DXC | New | DXC TECHNOLOGY CO | $227,988,000 | – | 4,800 | +100.0% | 0.09% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $210,084,000 | – | 4,634 | +100.0% | 0.09% | – |
| MMM | New | 3M CO | $207,568,000 | – | 1,762 | +100.0% | 0.09% | – |
| WM | New | WASTE MGMT INC DEL | $204,217,000 | – | 4,728 | +100.0% | 0.08% | – |
| DHI | New | D R HORTON INC | $203,718,000 | – | 7,970 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.