Court Place Advisors, LLC
Annual return '25
+53.3%
SPY '25
+17.7%
Alpha
+35.6ptsvs SPY
Invested
$2.6B
Holdings
33
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
10.8%
02
$KWEB
KRANESHARES TRUST
Held since at least Q1 2024
8.8%
03
$SLV
ISHARES SILVER TR
Held since at least Q1 2024
8.2%
04
$EEM
ISHARES TR
Held since at least Q1 2024
8.2%
05
$TSM
TAIWAN SEMICONDUCTOR MFG LTD
Held since at least Q1 2024
8.1%
06
$EGO
ELDORADO GOLD CORP NEW
Held since at least Q1 2024
5.4%
07
$ASHR
DBX ETF TR
Held since at least Q1 2024
5.0%
08
$SE
SEA LTD
Held since at least Q1 2024
4.1%
09
$TECK
TECK RESOURCES LTD
Held since at least Q1 2024
3.7%
10
$NU
NU HLDGS LTD
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:26 UTC.