Chief Compliance Officer

0001420506-14-000261.txt : 20140728 0001420506-14-000261.hdr.sgml : 20140728 20140728111048 ACCESSION NUMBER: 0001420506-14-000261 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140728 DATE AS OF CHANGE: 20140728 EFFECTIVENESS DATE: 20140728 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Court Place Advisors, LLC CENTRAL INDEX KEY: 0001566113 IRS NUMBER: 522109595 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15718 FILM NUMBER: 14995885 BUSINESS ADDRESS: STREET 1: 10306A BALTIMORE NATIONAL PIKE CITY: ELLICOTT CITY STATE: MD ZIP: 21042 BUSINESS PHONE: 410-465-4321 MAIL ADDRESS: STREET 1: 10306A BALTIMORE NATIONAL PIKE CITY: ELLICOTT CITY STATE: MD ZIP: 21042 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001566113 XXXXXXXX 06-30-2014 06-30-2014 false Court Place Advisors, LLC

10306A BALTIMORE NATIONAL PIKE ELLICOTT CITY MD 21042

13F HOLDINGS REPORT 028-15718 N Bernadette M Zabel Chief Compliance Officer 410-465-4321 Bernadette M Zabel, Chief Compliance Officer ELLICOTT CITY MD 07-08-2014 0 123 144443 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR COURT PLACE ADVISORS, LLC AT&T COM 00206R102 2791 78937 SH SOLE 0 0 0 AbbVie Inc COM 00287y109 688 12185 SH SOLE 0 0 0 Abbott Laboratories COM 002824100 439 10735 SH SOLE 0 0 0 Abercrombie & Fitch Co CL A 002896207 501 11577 SH SOLE 0 0 0 Accenture SH CL A G1151C101 271 3348 SH SOLE 0 0 0 Aetna Inc COM 00817Y108 3669 45247 SH SOLE 0 0 0 Aflac Inc COM 001055102 2390 38400 SH SOLE 0 0 0 Altria Group COM 02209S103 215 5133 SH SOLE 0 0 0 AmerisourceBergen Inc COM 03073E105 954 13136 SH SOLE 0 0 0 Amgen Inc COM 031162100 204 1725 SH SOLE 0 0 0 Apple Inc COM 037833100 390 4197 SH SOLE 0 0 0 Applied Materials Inc COM 038222105 327 14490 SH SOLE 0 0 0 Automatic Data Processing COM 053015103 5845 73727 SH SOLE 0 0 0 BP PLC SPONSORED ADR 055622104 1301 24656 SH SOLE 0 0 0 Bank of America COM 060505104 1450 94344 SH SOLE 0 0 0 Baxter Int'l Inc COM 071813109 1655 22891 SH SOLE 0 0 0 Berkshire Hathaway A CL A 084670108 570 3 SH SOLE 0 0 0 Berkshire Hathaway B CL B 084670702 4048 31981 SH SOLE 0 0 0 Biogen Idec Inc COM 09062X103 880 2790 SH SOLE 0 0 0 Blackberry Limited COM 09228F103 147 14358 SH SOLE 0 0 0 BlkRock Muni Enhanced Fd COM 09253Y100 111 9950 SH SOLE 0 0 0 Bristol Myers Squibb Co COM 110122108 961 19819 SH SOLE 0 0 0 Caterpillar Inc COM 149123101 605 5567 SH SOLE 0 0 0 Cerner Corp COM 156782104 253 4900 SH SOLE 0 0 0 Checkpoint Software Tech Inc ORD M22465104 1709 25489 SH SOLE 0 0 0 Chevron Corp COM 166764100 398 3049 SH SOLE 0 0 0 Cisco Systems Inc COM 17275R102 2779 111826 SH SOLE 0 0 0 Coca Cola Co COM 191216100 1019 24066 SH SOLE 0 0 0 Colgate-Palmolive Co COM 194162103 2354 34530 SH SOLE 0 0 0 Conagra Foods Inc COM 205887102 386 12989 SH SOLE 0 0 0 Consolidated Edison Inc COM 209115104 225 3900 SH SOLE 0 0 0 Corning Inc COM 219350105 373 17000 SH SOLE 0 0 0 Costco COM 22160K105 237 2061 SH SOLE 0 0 0 Covidien Limited SHS G2554F113 315 3490 SH SOLE 0 0 0 Deere & Co COM 244199105 1307 14430 SH SOLE 0 0 0 Discover Finl Svcs COM 254709108 369 5951 SH SOLE 0 0 0 Disney Co COM 254687106 574 6696 SH SOLE 0 0 0 Dover Corp COM 260003108 714 7850 SH SOLE 0 0 0 Dow Chemical Co COM 260543103 548 10650 SH SOLE 0 0 0 Du Pont DeNemours&Co COM 263534109 363 5540 SH SOLE 0 0 0 EMC Corp COM 268648102 610 23149 SH SOLE 0 0 0 Ensco PLC SH CL A G3157S106 429 7725 SH SOLE 0 0 0 Exelon Corp COM 30161N101 604 16550 SH SOLE 0 0 0 Exxon Mobil Corp COM 30231G102 5399 53621 SH SOLE 0 0 0 Fastenal Co COM 311900104 834 16850 SH SOLE 0 0 0 Fiserv Inc COM 337738108 418 6930 SH SOLE 0 0 0 Ford Motor Co COM 345370860 240 13950 SH SOLE 0 0 0 General Electric Co COM 369604103 4656 177158 SH SOLE 0 0 0 Glaxo SmithKline PLC SPONSORED ADR 37733W105 456 8523 SH SOLE 0 0 0 Glen Burnie Bancorp COM 377407101 207 16692 SH SOLE 0 0 0 Halliburton Co COM 406216101 3658 51520 SH SOLE 0 0 0 Helmerich & Payne Co COM 423452101 476 4100 SH SOLE 0 0 0 Hershey Co COM 427866108 222 2275 SH SOLE 0 0 0 Hewlett-Packard Co COM 428236103 319 9481 SH SOLE 0 0 0 Home Depot Inc COM 437076102 2010 24826 SH SOLE 0 0 0 IBM Corp COM 459200101 783 4319 SH SOLE 0 0 0 IShares CHINA LG CAP ETF 464287184 552 14900 SH SOLE 0 0 0 IShrs Russell 3000 ETF RUSSELL 3000 ETF 464287689 523 4440 SH SOLE 0 0 0 Intel Corp COM 458140100 3448 111595 SH SOLE 0 0 0 JP Morgan Chase & Co COM 46625H100 1300 22560 SH SOLE 0 0 0 Jack Henry & Assoc Inc COM 426281101 5984 100689 SH SOLE 0 0 0 Johnson & Johnson COM 478160104 1085 10371 SH SOLE 0 0 0 Kelly Svcs Inc CL A 488152208 239 13900 SH SOLE 0 0 0 Kinder Morgan Mgmt SHS 49455U100 399 5050 SH SOLE 0 0 0 Ligand Pharm Inc COM 53220K504 1131 18149 SH SOLE 0 0 0 Lowes Co Inc COM 548661107 670 13964 SH SOLE 0 0 0 Mannkind Corp COM 56400P201 596 54400 SH SOLE 0 0 0 McDonalds Corp COM 580135101 1050 10426 SH SOLE 0 0 0 McGraw Hill Financial Inc COM 580645109 1250 15050 SH SOLE 0 0 0 Merck & Co Inc COM 58933Y105 1479 25569 SH SOLE 0 0 0 Micros Systems Inc COM 594901100 2112 31100 SH SOLE 0 0 0 Microsoft Corp COM 594918104 3511 84198 SH SOLE 0 0 0 National Oilwell Varco Inc COM 637071101 1702 20671 SH SOLE 0 0 0 NextEra Energy Inc COM 65339F101 648 6319 SH SOLE 0 0 0 Nokia Corp SPONSORED ADR 654902204 554 73229 SH SOLE 0 0 0 Novartis SPONSORED ADR 66987V109 2529 27932 SH SOLE 0 0 0 Occidental Petroleum Corp COM 674599105 463 4510 SH SOLE 0 0 0 Oracle Corp COM 68389X105 4373 107899 SH SOLE 0 0 0 PNC Finl Svcs Group Inc COM 693475105 2157 24219 SH SOLE 0 0 0 PPL Corp COM 69351T106 277 7800 SH SOLE 0 0 0 Pepsico Inc COM 713448108 780 8729 SH SOLE 0 0 0 Pfizer Inc COM 717081103 2033 68496 SH SOLE 0 0 0 Piedmont Nat Gas Co Inc COM 720186105 288 7700 SH SOLE 0 0 0 Precision Castparts Corp COM 740189105 2729 10812 SH SOLE 0 0 0 Proctor & Gamble Co COM 742718109 5444 69276 SH SOLE 0 0 0 Public Service Enterp Grp Inc COM 744573106 2055 50375 SH SOLE 0 0 0 Qualcomm Inc COM 747525103 386 4875 SH SOLE 0 0 0 Radian Group Inc COM 750236101 222 15000 SH SOLE 0 0 0 Raytheon Co COM 755111507 1331 14425 SH SOLE 0 0 0 Realty Income Corp COM 756109104 249 5604 SH SOLE 0 0 0 Regions Financial Corp COM 7591EP100 123 11589 SH SOLE 0 0 0 Ross Stores Inc COM 778296103 1288 19475 SH SOLE 0 0 0 Royal Dutch Shell PLC SPONSORED ADR B 780259107 341 3917 SH SOLE 0 0 0 SEI Investments Corp COM 784117103 2857 87190 SH SOLE 0 0 0 SPDR Dow Jones Indl Av ETF UT SER 1 78467X109 498 2964 SH SOLE 0 0 0 SPDR S&P Midcap 400 ETF UT SER 1 S&PDCRP 78467Y107 1569 6020 SH SOLE 0 0 0 Sanofi COM 80105N105 770 14481 SH SOLE 0 0 0 Schlumberger LTD COM 806857108 260 2201 SH SOLE 0 0 0 Schwab Charles Corp COM 808513105 217 8075 SH SOLE 0 0 0 Select Sector Spdr Tr SBI HEALTHCARE ETF 81369Y209 425 6990 SH SOLE 0 0 0 Select Sector Spdr Tr TECHNOLOGY 81369Y803 2505 65323 SH SOLE 0 0 0 Select Sector Spdr Tr SBI INT FINL ETF 81369Y605 1561 68642 SH SOLE 0 0 0 Southern Company COM 842587107 470 10350 SH SOLE 0 0 0 Southwest Airlines COM 844741108 218 8100 SH SOLE 0 0 0 Spdr S&P 500 ETF Tr TR UNIT 78462F103 225 1149 SH SOLE 0 0 0 Spdr Series Trust BRC CNV SECS ETF 78464A359 540 10697 SH SOLE 0 0 0 Stone Hbr EM Total Inc COM 86164W100 427 21200 SH SOLE 0 0 0 Suntrust Banks Inc COM 867914103 366 9132 SH SOLE 0 0 0 T Rowe Price Group Inc COM 74144T108 623 7384 SH SOLE 0 0 0 Thompson Creek Metals Co Inc COM 884768102 59 20000 SH SOLE 0 0 0 Tortoise MLP Fund Inc COM 89148B101 1155 38600 SH SOLE 0 0 0 Total SA SPONSORED ADR 89151E109 775 10740 SH SOLE 0 0 0 Trinity Inds Inc COM 896522109 3087 70600 SH SOLE 0 0 0 Unilever Plc SPONSORED ADR 904767704 764 16858 SH SOLE 0 0 0 United Health Group COM 91324P102 286 3499 SH SOLE 0 0 0 United Technologies Corp COM 913017109 280 2427 SH SOLE 0 0 0 Vang INTL Equity Index fnd ALL WRLD EX US 922042775 389 7441 SH SOLE 0 0 0 Vang Index Fund ETF TOTAL STK MKT 922908769 330 3239 SH SOLE 0 0 0 Vang Reit ETF REIT ETF 922908553 245 3275 SH SOLE 0 0 0 Verizon Comm Inc COM 92343V104 1543 31530 SH SOLE 0 0 0 Wells Fargo & Co COM 949746101 331 6300 SH SOLE 0 0 0 Weyerhaeuser Co COM 962166104 344 10390 SH SOLE 0 0 0 Wyndham Worldwide Corp COM 98310W108 367 4850 SH SOLE 0 0 0