Ramsay, Stattman, Vela & Price, Inc. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $518 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $50.9M, Apple Inc. with a value of $39.4M, Nvidia Corp with a value of $23.3M, Alphabet Inc. with a value of $21.5M, and Berkshire Hathaway Inc Class B with a value of $21M.

Examining the 13F form we can see an increase of $8.25M in the current position value, from $510M to 518M.

Below you can find more details about Ramsay, Stattman, Vela & Price, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $518 Million
Technology: $150 Million
Healthcare: $86.3 Million
Consumer Defensive: $72.7 Million
Consumer Cyclical: $42 Million
Industrials: $41.4 Million
Financial Services: $39.8 Million
ETFs: $37.1 Million
Communication Services: $36.1 Million
Other: $13.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $518 Million
  • Prior Value $510 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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