Ramsay, Stattman, Vela & Price, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $523 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.1M, Apple Inc. with a value of $45.6M, Berkshire Hathaway Inc Class B with a value of $23M, Nvidia Corp with a value of $22.9M, and Alphabet Inc. with a value of $21.7M.

Examining the 13F form we can see an decrease of $1.34M in the current position value, from $525M to 523M.

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

Portfolio value $523 Million
Technology: $148 Million
Healthcare: $80.4 Million
Consumer Defensive: $67.5 Million
Consumer Cyclical: $48.9 Million
Financial Services: $45.7 Million
Industrials: $45.4 Million
ETFs: $38.6 Million
Communication Services: $35.9 Million
Other: $12.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $523 Million
  • Prior Value $525 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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