Ramsay, Stattman, Vela & Price, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $525 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 $48.3M, Apple Inc. with a value of $42.8M, Berkshire Hathaway Inc Class B with a value of $23.4M, Nvidia Corp with a value of $20.7M, and Alphabet Inc. with a value of $19.2M.

Examining the 13F form we can see an increase of $6.57M in the current position value, from $518M to 525M.

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

Portfolio value $525 Million
Technology: $146 Million
Healthcare: $88.5 Million
Consumer Defensive: $73.9 Million
Consumer Cyclical: $46.7 Million
Industrials: $43.7 Million
Financial Services: $43.2 Million
ETFs: $38.5 Million
Communication Services: $31.9 Million
Other: $12.7 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $525 Million
  • Prior Value $518 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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