Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Court Place Advisors, LLC

Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001420506-23-000877

Total Value
$276.0M
Positions
163
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (163)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT65,028$18.7M6.79%
2AUTOMATIC DATA PROCESSINGADP71,394$15.9M5.76%
3UNITED RENTALS INCURI30,736$12.2M4.41%
4JACK HENRY & ASSOC INC42628110173,573$11.1M4.02%
5BERKSHIRE HATHAWAY BBRK-A35,702$11.0M3.99%
6PROCTOR & GAMBLE CO74271810960,615$9.0M3.27%
7SPDR TECHNOLOGY ETF81369Y80351,193$7.7M2.80%
8CISCO SYSTEMS INCCSCO130,189$6.8M2.47%
9S&P GLOBAL INCSPGI18,979$6.5M2.37%
10HOME DEPOTHD20,230$6.0M2.16%
11EXXON MOBIL CORPXOM48,405$5.3M1.92%
12ROSS STORES INCROST48,006$5.1M1.85%
13APPLE INCAAPL26,741$4.4M1.60%
14CHECKPOINT SOFTWAREM2246510432,437$4.2M1.53%
15SEI CORP78411710371,909$4.1M1.50%
16RAYTHEON TECHNOLOGIESRTX41,986$4.1M1.49%
17MARKEL CORP HLDG COMKL3,060$3.9M1.42%
18CVS CAREMARKCVS52,599$3.9M1.42%
19S&P MIDCAP 400 ETFMDY8,495$3.9M1.41%
20MERCK & CO INCMRK34,664$3.7M1.34%
21ABBVIE INCABBV20,895$3.3M1.21%
22INTEL CORPINTC94,944$3.1M1.12%
23BIOGEN INCBIIB11,106$3.1M1.12%
24PFIZER INCPFE70,652$2.9M1.04%
25FIDEL TECH ETF31609280824,869$2.8M1.03%
26AFLAC INCAFL43,801$2.8M1.02%
27THERMO FISHER SCIENTIFICTMO4,472$2.6M0.93%
28PNC FINL SVCS GROUP69347510520,061$2.5M0.92%
29DOVER CORPDOV16,106$2.4M0.89%
30JP MORGAN CHASE & COVYLD18,465$2.4M0.87%
31ORACLE CORPORCL-PD25,803$2.4M0.87%
32UNITED PARCEL SERVICEUPS11,840$2.3M0.83%
33COLGATE-PALMOLIVE COCL29,412$2.2M0.80%
34JOHNSON & JOHNSONJNJ14,043$2.2M0.79%
35ALPHABET CL AGOOG19,635$2.0M0.74%
36CATERPILLAR INCCAT8,599$2.0M0.71%
37PUBLIC SERVICE ENTERP74457310630,551$1.9M0.69%
38NVIDIA CORPNVDA6,832$1.9M0.69%
39BERKSHIRE HATHAWAY ABRK-A4$1.9M0.67%
40QUALCOMM INCQCOM14,463$1.8M0.67%
41ISHRS HIGH DIVIDEND46429B66317,015$1.7M0.63%
42AMERISOURCE BERGEN INCCOR10,585$1.7M0.61%
43COCA COLAKO27,040$1.7M0.61%
44ADOBE SYSTEMSADBE4,219$1.6M0.59%
45TJX COMPANIES87254010920,677$1.6M0.59%
46NEXTERA ENERGYNEE-PW20,995$1.6M0.59%
47APPLIED MATERIALS INC03822210513,123$1.6M0.58%
48SPDR FINANCIAL ETF81369Y60548,236$1.6M0.56%
49PEPSICO INCPEP8,198$1.5M0.54%
50DISNEY CO25468710614,725$1.5M0.53%
51DEERE & CODE3,403$1.4M0.51%
52MCDONALDS CORPMCD4,816$1.3M0.49%
53UNION PACIFICUNP6,628$1.3M0.48%
54CHEVRON CORPCVX8,146$1.3M0.48%
55BRISTOL MYERS SQUIBB COCELG-RI18,362$1.3M0.46%
56EATON CORPETN7,389$1.3M0.46%
57ARCOSA INC COMACA19,930$1.3M0.46%
58TRINITY INDS INC89652210950,614$1.2M0.45%
59NOVARTISNVSEF13,325$1.2M0.44%
60ON SEMICONDUCTORON14,750$1.2M0.44%
61NIKE BNKE9,879$1.2M0.44%
62UNITED HEALTH GROUPUNH2,494$1.2M0.43%
63LIGAND PHARM INCLGNZZ15,533$1.1M0.41%
64SOUTHWEST AIRLINES84474110832,905$1.1M0.39%
65VERIZON COMM INCVZ27,215$1.1M0.38%
66ABBOTT LABORATORIESABLZF10,368$1.0M0.38%
67ACCENTUREACN3,648$1.0M0.38%
68FIDEL HEALTH CARE ETF31609260016,813$1.0M0.37%
69FASTENAL COFAST18,456$995,5170.36%
70BANK OF AMERICA06050510434,236$979,1400.35%
71MAGNA INTL55922240117,714$948,9640.34%
72SPDR HEALTH CARE ETF81369Y2097,270$941,2240.34%
73NVR HOMESNVR161$897,1230.33%
74SPDR ENERGY ETF81369Y50610,710$887,1090.32%
75TARGETTGT5,306$878,8330.32%
76AMGEN INCAMGN3,368$814,2140.30%
77SOUTHERN COMPANYSOMN11,552$803,7680.29%
78GENERAL ELECTRIC CO3696043018,074$771,9010.28%
79AT&TT-PC39,696$764,1470.28%
80DOLLAR GENERAL2566771053,630$763,9700.28%
81EMERSON ELECTRICEMR8,409$732,7600.27%
82FIDELITY COMM SERVICES ETF31609287319,781$723,9810.26%
83IShrs Core S&P 5004642872001,759$723,0900.26%
84HALLIBURTON COHAL22,337$706,7510.26%
85CORNING INCGLW19,600$691,4880.25%
86LOWES CO INC5486611073,303$660,5010.24%
87UNILEVER PLCUNLYF12,718$660,4350.24%
88VANG ST CORP BOND ETF92206C4098,416$641,5520.23%
89VISA INCV2,806$632,7500.23%
90FIDELITY NATIONAL INFO SERV31620M10611,484$623,9500.23%
91BAXTER INT'L INC07181310915,357$622,8900.23%
92COSTCO22160K1051,207$599,7120.22%
93FIDEL FINANCIAL ETF31609250113,237$596,9910.22%
94GENUINE PARTSGPC3,425$573,0370.21%
95T ROWE PRICE GROUP INCTROW5,019$566,6090.21%
96LILLY ELILLY1,563$536,7650.19%
97Occidental Petroleum Corp6745991058,346$521,0410.19%
98REALTY INCOME CORPO7,891$499,6360.18%
99Fiserv IncFISV4,368$493,7150.18%
100PAYCHEX INC COMPAYX4,249$486,8930.18%
101RADIAN GROUP INCRDN22,000$486,2000.18%
102ARTHUR J GALLAGHER3635761092,498$477,8920.17%
103NUCOR CORPNUE3,075$474,9950.17%
104MARATHON PETROLEUM CORPMARA3,514$473,7710.17%
105DIAMONDS TRUST78467X1091,394$463,6720.17%
106IBM CORPINTR3,465$454,2270.16%
107CITIZENS FINL GROUP INC COMCIA14,850$450,9950.16%
108WASTE MANAGEMENT94106L1092,703$441,0490.16%
109ALTRIA GROUPMO9,878$440,7560.16%
110OmniAb IncOABIW114,107$419,9140.15%
111FIDEL ENERGY ETF31609240218,439$413,7670.15%
112LOCKHEED MARTINLMT863$407,9660.15%
113Schlumberger LTDSLB8,137$399,5140.14%
114Devon Energy25179M1037,475$378,3100.14%
115COMCAST ACCZ9,699$367,6890.13%
116CONSOLIDATED EDISON INCED3,750$358,7630.13%
117BROADRIDGE FINANCIAL11133T1032,426$355,5790.13%
118COMMVAULT SYSTEMSCVLT6,250$354,6250.13%
119AlphabetGOOG3,320$345,2680.13%
120CARRIER GLOBAL CORPCARR7,414$339,1910.12%
121HONEYWELL INTL4385161061,744$333,2280.12%
122TRANE TECH PLCTT1,785$328,4040.12%
123BOEINGBA-PA1,530$325,0180.12%
124KINDER MORGAN INCEP-PC18,123$317,3320.11%
125MCCORMICK & COMKC-V3,800$316,1770.11%
126DOW CHEMICAL CODOW5,750$315,2150.11%
127SPDR CONV SECS ETF78464A3594,650$311,8760.11%
128DU PONT INCDD4,301$308,6830.11%
129ELEVANCE HEALTHELV667$306,7010.11%
130SANDY SPRING BANK80036310311,575$300,7310.11%
131CENTENE CORP DELCNC4,690$296,4550.11%
132AMERICAN ELECTRIC POWER0255371013,233$294,1710.11%
133DISCOVER FINL SVCS2547091082,869$283,5850.10%
134OLD REPUBLIC INTL68022310411,325$282,7850.10%
135KROGERKR5,606$276,7660.10%
136WEYERHAEUSER COWY9,150$275,6900.10%
137CORTEVA INC COMCTVA4,469$269,5250.10%
138MEDTRONIC PLCMDT3,323$267,9000.10%
139EXELON CORPEXC6,390$267,6650.10%
140Marriott Internat'l Cl A5719032021,571$260,8490.09%
141HERSHEY COHSY1,018$259,0450.09%
142CROWN CASTLE INTLCCI1,930$258,3710.09%
143ISHRS MSCI EMERG MKTS ETF4642872346,417$253,2230.09%
144OTIS WORLDWIDEOTIS2,988$252,1870.09%
145SCHWAB CHARLES CORP NEWSCHW-PJ4,800$251,4240.09%
146D R Horton23331A1092,460$240,3170.09%
147CSX CORPCSX8,004$239,6400.09%
148Cummins IncCMI953$227,6530.08%
149SPDR S&P 500 ETFSPY555$227,0940.08%
150CONOCO PHILLIPSCOP2,286$226,7920.08%
151MARSH & MCLENNAN5717481021,350$224,8430.08%
152Meta Platforms Inc AMETA1,040$220,4180.08%
153General Mills3703341042,519$215,2740.08%
154VIKING THERAPEUTICS INC COM USVKTX12,800$213,1200.08%
155Kimberly ClarkKMB1,575$211,3970.08%
156FORD MOTOR CO34537086016,759$211,1580.08%
157IShrs Russell 3000 ETF464287689883$207,7800.08%
158Wyndham Hotels &Resorts Inc CoWH3,024$205,1780.07%
159WELLS FARGO & CO9497461015,470$204,4690.07%
160CIGNA125523100796$203,5040.07%
161GE Healthcare TechGEHC2,444$200,4810.07%
162GLEN BURNIE BANCORPGLBZ16,692$120,8500.04%
163AMARIN CORP ADR EACH REP 1 ORDAMRN13,500$20,2500.01%