$276 Million is the total value of Court Place Advisors, LLC's 164 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 13.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADP | Sell | AUTOMATIC DATA PROCESSING | $16,349,526 | +2.5% | 70,448 | -0.1% | 5.92% | -7.7% |
| MSFT | Buy | MICROSOFT CORP | $15,598,296 | +5.1% | 65,742 | +3.2% | 5.65% | -5.3% |
| JKHY | Sell | JACK HENRY & ASSOC INC | $12,541,873 | -6.7% | 73,500 | -0.4% | 4.54% | -16.0% |
| URI | UNITED RENTALS INC | $11,166,941 | +31.6% | 31,419 | 0.0% | 4.05% | +18.5% | |
| BRKB | Buy | BERKSHIRE HATHAWAY Bcl b new | $11,114,037 | +13.1% | 37,304 | +1.3% | 4.03% | +1.8% |
| PG | Buy | PROCTOR & GAMBLE CO | $9,203,470 | +20.2% | 60,725 | +0.1% | 3.34% | +8.2% |
| HD | Sell | HOME DEPOT | $6,389,092 | +14.4% | 20,228 | -0.1% | 2.32% | +3.0% |
| SPGI | Buy | S&P GLOBAL INC | $6,382,124 | +9.8% | 19,055 | +0.1% | 2.31% | -1.2% |
| XLK | Sell | SPDR TECHNOLOGY ETF | $6,370,495 | +2.2% | 52,211 | -0.5% | 2.31% | -8.0% |
| CSCO | Buy | CISCO SYSTEMS INC | $6,220,876 | +20.8% | 131,581 | +2.2% | 2.25% | +8.8% |
| ROST | Sell | ROSS STORES INC | $5,679,157 | +16.8% | 48,929 | -15.2% | 2.06% | +5.2% |
| XOM | Sell | EXXON MOBIL CORP | $5,338,464 | +18.9% | 48,982 | -4.7% | 1.93% | +7.0% |
| CVS | Buy | CVS CAREMARK | $4,755,095 | -1.4% | 51,026 | +0.9% | 1.72% | -11.2% |
| SEIC | Sell | SEI CORP | $4,327,976 | +12.2% | 76,303 | -3.0% | 1.57% | +1.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES | $4,286,119 | +21.1% | 42,470 | -1.8% | 1.55% | +9.1% |
| CHKP | CHECKPOINT SOFTWARE | $4,225,982 | +12.6% | 33,497 | 0.0% | 1.53% | +1.4% | |
| MKL | Sell | MARKEL CORP HLDG CO | $4,068,410 | +21.4% | 3,088 | -0.1% | 1.47% | +9.3% |
| MRK | Buy | MERCK & CO INC | $3,898,492 | +28.8% | 35,137 | +0.0% | 1.41% | +16.0% |
| PFE | Sell | PFIZER INC | $3,826,868 | +14.4% | 74,685 | -2.3% | 1.39% | +3.0% |
| MDY | Buy | S&P MIDCAP 400 ETF | $3,813,688 | +11.2% | 8,613 | +0.8% | 1.38% | +0.1% |
| AAPL | Buy | APPLE INC | $3,619,841 | -3.8% | 27,860 | +2.3% | 1.31% | -13.3% |
| ABBV | Sell | ABBVIE INC | $3,426,617 | +19.9% | 21,203 | -0.5% | 1.24% | +8.0% |
| AFL | Sell | AFLAC INC | $3,258,954 | +26.1% | 45,301 | -1.5% | 1.18% | +13.6% |
| BIIB | Sell | BIOGEN INC | $3,205,698 | +3.3% | 11,576 | -0.4% | 1.16% | -7.0% |
| PNC | PNC FINL SVCS GROUP | $3,168,504 | +5.7% | 20,061 | 0.0% | 1.15% | -4.8% | |
| INTC | Sell | INTEL CORP | $2,729,479 | -3.5% | 104,902 | -4.4% | 0.99% | -13.1% |
| JPM | Sell | JP MORGAN CHASE & CO | $2,571,432 | +28.3% | 19,175 | -0.1% | 0.93% | +15.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $2,534,276 | +3.4% | 4,602 | -4.8% | 0.92% | -6.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,485,152 | +8.8% | 14,068 | +0.6% | 0.90% | -2.0% |
| FTEC | FIDEL TECH ETF | $2,359,821 | +4.0% | 24,969 | 0.0% | 0.86% | -6.4% | |
| CL | Sell | COLGATE-PALMOLIVE CO | $2,344,736 | +7.8% | 30,759 | -0.7% | 0.85% | -3.0% |
| DOV | Buy | DOVER CORP | $2,194,350 | +16.2% | 16,205 | +0.0% | 0.80% | +4.6% |
| ORCL | Sell | ORACLE CORP | $2,115,655 | +27.0% | 27,137 | -0.5% | 0.77% | +14.5% |
| UPS | Buy | UNITED PARCEL SERVICEcl b new | $2,100,776 | +7.6% | 12,085 | +0.0% | 0.76% | -3.1% |
| CAT | CATERPILLAR INC | $2,059,898 | +46.0% | 8,599 | 0.0% | 0.75% | +31.3% | |
| PEG | Sell | PUBLIC SERVICE ENTERP | $1,902,079 | +0.0% | 32,440 | -4.1% | 0.69% | -9.9% |
| BRKA | BERKSHIRE HATHAWAY Acl a | $1,874,844 | +15.3% | 4 | 0.0% | 0.68% | +3.8% | |
| HDV | Buy | ISHRS HIGH DIVIDEND | $1,849,043 | +14.2% | 17,738 | +0.0% | 0.67% | +2.9% |
| ABC | AMERISOURCE BERGEN INC | $1,795,534 | +22.5% | 10,835 | 0.0% | 0.65% | +10.3% | |
| NEE | Buy | NEXTERA ENERGY | $1,755,217 | +7.9% | 20,995 | +1.2% | 0.64% | -2.8% |
| GOOGL | Buy | ALPHABET CL Acap stk cl a | $1,732,386 | -7.3% | 19,635 | +0.5% | 0.63% | -16.5% |
| KO | Sell | COCA COLA | $1,712,075 | +13.1% | 26,915 | -0.4% | 0.62% | +1.8% |
| XLF | Sell | SPDR FINANCIAL ETF | $1,689,241 | +8.8% | 49,393 | -3.4% | 0.61% | -2.1% |
| TJX | Buy | TJX COMPANIES | $1,658,333 | +28.2% | 20,833 | +0.0% | 0.60% | +15.4% |
| QCOM | Sell | QUALCOMM INC | $1,611,914 | -3.4% | 14,662 | -0.7% | 0.58% | -13.0% |
| TRN | Sell | TRINITY INDS INC | $1,597,065 | +37.9% | 54,010 | -0.5% | 0.58% | +24.2% |
| PEP | Buy | PEPSICO INC | $1,495,564 | +11.3% | 8,278 | +0.6% | 0.54% | +0.2% |
| DE | DEERE & CO | $1,458,977 | +28.4% | 3,403 | 0.0% | 0.53% | +15.8% | |
| ADBE | Sell | ADOBE SYSTEMS | $1,419,821 | +20.8% | 4,219 | -1.2% | 0.51% | +8.7% |
| UNP | Sell | UNION PACIFIC | $1,413,874 | +5.4% | 6,828 | -0.9% | 0.51% | -5.2% |
| CVX | Buy | CHEVRON CORP | $1,408,201 | +26.4% | 7,846 | +1.2% | 0.51% | +13.8% |
| DIS | Sell | DISNEY CO | $1,332,313 | -17.0% | 15,335 | -9.9% | 0.48% | -25.2% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $1,321,136 | -1.5% | 18,362 | -2.7% | 0.48% | -11.3% |
| UNH | Buy | UNITED HEALTH GROUP | $1,322,340 | +7.9% | 2,494 | +2.8% | 0.48% | -2.8% |
| AMAT | APPLIED MATERIALS INC | $1,282,787 | +18.9% | 13,173 | 0.0% | 0.46% | +7.1% | |
| MCD | Buy | MCDONALDS CORP | $1,269,161 | +16.0% | 4,816 | +1.6% | 0.46% | +4.5% |
| IVV | New | IShrs Core S&P 500 | $1,238,694 | – | 3,224 | +100.0% | 0.45% | – |
| NVS | Sell | NOVARTISspons adr | $1,208,844 | +16.9% | 13,325 | -2.0% | 0.44% | +5.3% |
| VZ | Sell | VERIZON COMM INC | $1,168,943 | -6.4% | 30,583 | -7.1% | 0.42% | -15.7% |
| ETN | EATON CORP | $1,159,704 | +17.7% | 7,389 | 0.0% | 0.42% | +6.1% | |
| NKE | Buy | NIKE Bcl b new | $1,155,962 | +43.1% | 9,879 | +1.7% | 0.42% | +28.9% |
| LUV | Sell | SOUTHWEST AIRLINES | $1,154,782 | +5.8% | 34,297 | -3.0% | 0.42% | -4.8% |
| BAC | Buy | BANK OF AMERICA | $1,146,207 | -14.7% | 45,608 | +2.5% | 0.42% | -23.1% |
| ABT | Buy | ABBOTT LABORATORIES | $1,142,036 | +17.0% | 10,402 | +3.1% | 0.41% | +5.3% |
| FHLC | FIDEL HEALTH CARE ETF | $1,126,906 | +11.0% | 17,613 | 0.0% | 0.41% | 0.0% | |
| ACA | ARCOSA INC COM | $1,093,851 | -5.0% | 20,130 | 0.0% | 0.40% | -14.5% | |
| MGA | Sell | MAGNA INTL | $1,082,027 | +17.0% | 19,260 | -1.3% | 0.39% | +5.4% |
| LGND | LIGAND PHARM INC | $1,037,605 | -22.5% | 15,533 | 0.0% | 0.38% | -30.1% | |
| NVDA | NVIDIA CORP | $1,013,043 | +20.5% | 6,932 | 0.0% | 0.37% | +8.6% | |
| ACN | Buy | ACCENTURE | $990,664 | +28.3% | 3,713 | +23.8% | 0.36% | +15.4% |
| XLV | SPDR HEALTH CARE ETF | $987,630 | +12.2% | 7,270 | 0.0% | 0.36% | +1.1% | |
| XLE | SPDR ENERGY ETF | $954,298 | +21.4% | 10,910 | 0.0% | 0.35% | +9.5% | |
| ON | Buy | ON SEMICONDUCTOR | $919,958 | +8.9% | 14,750 | +8.9% | 0.33% | -2.1% |
| BAX | Sell | BAXTER INT'L INCcl a | $914,517 | -7.3% | 17,942 | -2.1% | 0.33% | -16.6% |
| SO | Sell | SOUTHERN COMPANY | $910,600 | +1.6% | 12,752 | -3.3% | 0.33% | -8.6% |
| FAST | FASTENAL CO | $896,998 | +2.7% | 18,956 | 0.0% | 0.32% | -7.4% | |
| AMGN | Buy | AMGEN INC | $884,572 | +20.5% | 3,368 | +3.4% | 0.32% | +8.8% |
| HAL | Sell | HALLIBURTON CO | $878,972 | +46.7% | 23,137 | -4.9% | 0.32% | +32.0% |
| FIS | Sell | FIDELITY NATIONAL INFO SERV | $874,112 | -23.3% | 12,883 | -14.6% | 0.32% | -30.9% |
| DG | Sell | DOLLAR GENERAL | $832,325 | -6.4% | 3,380 | -8.8% | 0.30% | -15.6% |
| T | Sell | AT&T | $824,694 | +0.8% | 44,796 | -16.0% | 0.30% | -9.1% |
| TGT | Buy | TARGET | $798,259 | +1.2% | 5,356 | +0.8% | 0.29% | -8.8% |
| EMR | Buy | EMERSON ELECTRIC | $783,754 | +33.5% | 8,159 | +1.8% | 0.28% | +20.3% |
| NVR | Buy | NVR HOMES | $765,689 | +19.3% | 166 | +3.1% | 0.28% | +7.4% |
| Sell | GENERAL ELECTRIC CO | $701,677 | +30.4% | 8,374 | -3.7% | 0.25% | +17.6% | |
| FNCL | FIDEL FINANCIAL ETF | $682,525 | +11.3% | 14,237 | 0.0% | 0.25% | 0.0% | |
| UL | Sell | UNILEVER PLCspons adr | $668,034 | +9.7% | 13,268 | -4.4% | 0.24% | -1.2% |
| LOW | Buy | LOWES CO INC | $658,090 | +12.7% | 3,303 | +6.2% | 0.24% | +1.3% |
| FCOM | Sell | FIDELITY COMM SERVICES ETF | $650,044 | -17.9% | 20,929 | -17.4% | 0.24% | -26.0% |
| GLW | CORNING INC | $632,412 | +10.0% | 19,800 | 0.0% | 0.23% | -0.9% | |
| VCSH | Sell | VANG ST CORP BOND ETF | $632,800 | -9.5% | 8,416 | -10.6% | 0.23% | -18.5% |
| GPC | GENUINE PARTS | $599,478 | +16.2% | 3,455 | 0.0% | 0.22% | +4.3% | |
| CFG | Buy | CITIZENS FINL GROUP INC COM | $584,645 | +38.9% | 14,850 | +21.2% | 0.21% | +25.4% |
| V | VISA INC | $583,076 | +17.1% | 2,806 | 0.0% | 0.21% | +5.5% | |
| LLY | LILLY ELI | $571,808 | +13.2% | 1,563 | 0.0% | 0.21% | +2.0% | |
| TROW | T ROWE PRICE GROUP INC | $569,076 | +3.8% | 5,218 | 0.0% | 0.21% | -6.8% | |
| COST | Buy | COSTCO | $550,986 | -0.4% | 1,207 | +3.1% | 0.20% | -10.3% |
| O | Buy | REALTY INCOME CORP | $548,562 | +9.1% | 8,648 | +0.0% | 0.20% | -1.5% |
| IBM | Sell | IBM CORP | $530,451 | +17.6% | 3,765 | -0.9% | 0.19% | +6.1% |
| OXY | Buy | Occidental Petroleum Corp | $525,715 | +97.6% | 8,346 | +93.1% | 0.19% | +77.6% |
| PAYX | Buy | PAYCHEX INC COM | $491,015 | +3.6% | 4,249 | +0.7% | 0.18% | -6.8% |
| AJG | ARTHUR J GALLAGHER | $470,973 | +10.0% | 2,498 | 0.0% | 0.17% | -0.6% | |
| DVN | Buy | Devon Energy | $459,788 | +79.6% | 7,475 | +75.9% | 0.17% | +62.1% |
| DIA | DIAMONDS TRUST | $461,875 | +15.5% | 1,394 | 0.0% | 0.17% | +3.7% | |
| SLB | New | Schlumberger LTD | $452,366 | – | 8,462 | +100.0% | 0.16% | – |
| FISV | New | Fiserv Inc | $441,474 | – | 4,368 | +100.0% | 0.16% | – |
| MO | Sell | ALTRIA GROUP | $442,382 | +12.9% | 9,678 | -0.4% | 0.16% | +1.3% |
| FENY | Buy | FIDEL ENERGY ETF | $439,353 | +20.0% | 18,429 | +0.0% | 0.16% | +8.2% |
| WM | WASTE MANAGEMENT | $424,047 | -2.1% | 2,703 | 0.0% | 0.15% | -11.5% | |
| RDN | Sell | RADIAN GROUP INC | $423,354 | -11.8% | 22,200 | -10.8% | 0.15% | -20.7% |
| LMT | LOCKHEED MARTIN | $419,841 | +26.1% | 863 | 0.0% | 0.15% | +13.4% | |
| SCHW | Sell | SCHWAB CHARLES CORP NEW | $416,300 | +8.1% | 5,000 | -6.5% | 0.15% | -2.6% |
| New | OmniAb Inc | $410,786 | – | 114,107 | +100.0% | 0.15% | – | |
| NUE | NUCOR CORP | $411,907 | +23.3% | 3,125 | 0.0% | 0.15% | +11.2% | |
| MPC | MARATHON PETROLEUM CORP | $408,976 | +17.2% | 3,514 | 0.0% | 0.15% | +5.7% | |
| CVLT | COMMVAULT SYSTEMS | $402,176 | +18.6% | 6,400 | 0.0% | 0.15% | +7.4% | |
| SASR | Buy | SANDY SPRING BANK | $397,236 | +2.6% | 11,275 | +2.7% | 0.14% | -7.7% |
| CNC | Sell | CENTENE CORP DEL | $387,908 | -9.8% | 4,730 | -14.5% | 0.14% | -18.5% |
| HON | HONEYWELL INTL | $373,645 | +28.4% | 1,744 | 0.0% | 0.14% | +15.4% | |
| ED | CONSOLIDATED EDISON INC | $357,413 | +11.0% | 3,750 | 0.0% | 0.13% | 0.0% | |
| KMI | Sell | KINDER MORGAN INC | $356,170 | -2.7% | 19,700 | -10.5% | 0.13% | -12.2% |
| ANTM | ELEVANCE HEALTH | $342,160 | +12.9% | 667 | 0.0% | 0.12% | +1.6% | |
| CMCSA | Sell | COMCAST A | $342,672 | +3.2% | 9,799 | -13.5% | 0.12% | -7.5% |
| BR | BROADRIDGE FINANCIAL | $325,400 | -7.0% | 2,426 | 0.0% | 0.12% | -16.3% | |
| MDT | Buy | MEDTRONIC PLC | $318,730 | -1.6% | 4,101 | +2.2% | 0.12% | -11.5% |
| MKC | MCCORMICK & CO | $314,961 | +16.2% | 3,800 | 0.0% | 0.11% | +4.6% | |
| CARR | Sell | CARRIER GLOBAL CORP | $307,725 | +14.0% | 7,460 | -1.6% | 0.11% | +2.8% |
| AEP | AMERICAN ELECTRIC POWER | $306,974 | +10.0% | 3,233 | 0.0% | 0.11% | -0.9% | |
| TT | TRANE TECH PLC | $305,084 | +16.0% | 1,815 | 0.0% | 0.11% | +4.7% | |
| CWB | SPDR CONV SECS ETF | $299,181 | +1.8% | 4,650 | 0.0% | 0.11% | -8.5% | |
| DD | Sell | DU PONT INC | $296,276 | +35.9% | 4,317 | -0.1% | 0.11% | +21.6% |
| GOOG | New | Alphabet | $294,573 | – | 3,320 | +100.0% | 0.11% | – |
| BA | New | BOEING | $291,450 | – | 1,530 | +100.0% | 0.11% | – |
| DOW | Sell | DOW CHEMICAL CO | $289,743 | +6.1% | 5,750 | -7.3% | 0.10% | -4.5% |
| WY | Sell | WEYERHAEUSER CO | $285,200 | -28.7% | 9,200 | -34.3% | 0.10% | -36.0% |
| KR | KROGER | $280,854 | +1.8% | 6,300 | 0.0% | 0.10% | -8.1% | |
| DFS | DISCOVER FINL SVCS | $280,687 | +7.5% | 2,869 | 0.0% | 0.10% | -2.9% | |
| EXC | EXELON CORP | $276,228 | +15.6% | 6,390 | 0.0% | 0.10% | +4.2% | |
| ORI | Sell | OLD REPUBLIC INTL | $273,499 | +6.0% | 11,325 | -8.1% | 0.10% | -4.8% |
| COP | CONOCO PHILLIPS | $269,746 | +15.3% | 2,286 | 0.0% | 0.10% | +4.3% | |
| CTVA | CORTEVA INC COM | $263,629 | +3.0% | 4,485 | 0.0% | 0.10% | -6.8% | |
| CI | CIGNA | $263,864 | +19.4% | 796 | 0.0% | 0.10% | +7.9% | |
| CCI | Buy | CROWN CASTLE INTL | $261,465 | -5.9% | 1,928 | +0.2% | 0.10% | -15.2% |
| MMM | 3M COMPANY | $252,792 | +8.5% | 2,108 | 0.0% | 0.09% | -2.1% | |
| CSX | CSX CORP | $247,964 | +16.4% | 8,004 | 0.0% | 0.09% | +4.7% | |
| EEM | Sell | ISHRS MSCI EMERG MKTS ETF | $244,539 | +6.3% | 6,452 | -2.3% | 0.09% | -4.3% |
| OTIS | Sell | OTIS WORLDWIDE | $245,502 | +20.9% | 3,135 | -1.6% | 0.09% | +8.5% |
| HSY | HERSHEY CO | $235,764 | +5.3% | 1,018 | 0.0% | 0.08% | -5.6% | |
| MAR | New | Marriott Internat'l Cl A | $233,907 | – | 1,571 | +100.0% | 0.08% | – |
| CMI | New | Cummins Inc | $230,903 | – | 953 | +100.0% | 0.08% | – |
| WFC | Sell | WELLS FARGO & CO | $232,050 | -19.4% | 5,620 | -21.4% | 0.08% | -27.6% |
| WH | New | Wyndham Hotels &Resorts Inc Co | $231,330 | – | 3,244 | +100.0% | 0.08% | – |
| CLX | New | CLOROX | $226,493 | – | 1,614 | +100.0% | 0.08% | – |
| MMC | MARSH & MCLENNAN | $223,398 | +10.6% | 1,350 | 0.0% | 0.08% | 0.0% | |
| DHI | New | D R Horton | $219,285 | – | 2,460 | +100.0% | 0.08% | – |
| KMB | New | Kimberly Clark | $218,558 | – | 1,610 | +100.0% | 0.08% | – |
| ADM | New | Archer Daniels Midland | $215,320 | – | 2,319 | +100.0% | 0.08% | – |
| SPY | Buy | SPDR S&P 500 ETF | $212,139 | -32.7% | 886 | +0.3% | 0.08% | -39.4% |
| PPL | Sell | PPL CORP | $212,167 | +1.5% | 7,261 | -12.1% | 0.08% | -8.3% |
| GIS | New | General Mills | $211,219 | – | 2,519 | +100.0% | 0.08% | – |
| F | Sell | FORD MOTOR CO | $203,044 | -8.1% | 17,459 | -11.4% | 0.07% | -16.9% |
| GLBZ | Buy | GLEN BURNIE BANCORP | $131,867 | -16.5% | 131,867 | +690.0% | 0.05% | -25.0% |
| VKTX | Buy | VIKING THERAPEUTICS INC COM US | $120,320 | +243.8% | 120,320 | +840.0% | 0.04% | +214.3% |
| AMRN | Buy | AMARIN CORP ADR EACH REP 1 ORDspons adr new | $16,335 | +8.9% | 16,335 | +21.0% | 0.01% | 0.0% |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -16,916 | -100.0% | -0.03% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -1,319 | -100.0% | -0.09% | – |
| C | Exit | CITIGROUP INC | $0 | – | -8,053 | -100.0% | -0.14% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -4,419 | -100.0% | -0.17% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,415 | -100.0% | -0.17% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,345 | -100.0% | -0.18% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -2,677 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-02-14
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.