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CIK: 0001541399
Total reported value
$562.2M
$562.2M
79 檔
26.1%
In Q1 2025, Ramsay, Stattman, Vela & Price, Inc.'s U.S. equity holdings reached a combined market value of $562.2M, distributed across 79 disclosed stock positions.
In Q1 2025, Ramsay, Stattman, Vela & Price, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.01% | -0.65% | +0.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.58% | +0.10% | -1.34% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.11% | -0.25% | -0.44% | |
| 4 | ✓ | Stock-Other | 3.71% | — | +0.01% | ||
| 5 | FISV | Fiserv Inc | Stock-Other | 3.53% | -0.02% | +0.58% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 3.52% | -0.39% | -0.51% | |
| 7 | ✓ | Stock-Other | 3.36% | — | -0.58% | ||
| 8 | ADP | Automatic Data Processing | Stock-Tech | 3.34% | — | -0.18% | |
| 9 | ✓ | Stock-Other | 3.22% | — | -8.27% | ||
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 2.82% | -0.39% | +0.83% | |
| 11 | DHR | Danaher CORP | Stock-Healthcare | 2.69% | -0.14% | +1.18% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | +0.13% | +6.37% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.56% | -0.20% | +7.94% | |
| 14 | ✓ | Stock-Other | 2.49% | — | -1.08% | ||
| 15 | ITW | Illinois Tool Works | Stock-Industrials | 2.42% | -0.14% | +1.62% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.41% | -0.06% | +0.08% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.38% | -0.24% | +0.57% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.37% | -0.54% | +9.54% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.04% | -0.09% | +0.30% | |
| 20 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.69% | -0.09% | +3.01% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.68% | +0.09% | +0.92% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.64% | -0.03% | +5.91% | |
| 23 | ✓ | Stock-Other | 1.59% | — | +0.04% | ||
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.53% | -0.10% | +6.00% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.48% | +0.04% | -0.44% | |
| 26 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.37% | -0.08% | +0.17% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.44% | +16.33% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.25% | +0.04% | -6.34% | |
| 29 | ✓ | Stock-Other | 1.19% | — | +4.57% | ||
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.09% | -0.04% | -0.54% | |
| 31 | ✓ | Stock-Other | 1.07% | — | -3.22% | ||
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.03% | -0.14% | +4.50% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.96% | -0.09% | -0.23% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.94% | +0.72% | — | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.94% | -0.09% | +6.49% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.93% | -0.27% | +0.02% | |
| 37 | ✓ | Stock-Other | 0.87% | — | +3.59% | ||
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.87% | -0.03% | -0.24% | |
| 39 | ✓ | Stock-Other | 0.75% | — | +0.02% | ||
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | +1.49% | — | |
| 41 | ✓ | Stock-Other | 0.65% | — | -2.32% | ||
| 42 | ✓ | Stock-Other | 0.64% | — | -7.13% | ||
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.80% | EXIT | |
| 44 | ROP | Roper Technologies Inc | Stock-Tech | 0.54% | -0.05% | — | |
| 45 | ✓ | Stock-Other | 0.48% | — | -3.62% | ||
| 46 | ✓ | Stock-Other | 0.46% | — | +0.71% | ||
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.10% | -0.33% | |
| 48 | ✓ | Stock-Other | 0.40% | — | -22.04% | ||
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.33% | +0.03% | — | |
| 50 | ✓ | Stock-Other | 0.33% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | ✓ | — | NEW | New buy | |
| 5 | FISV | Fiserv Inc | — | NEW | New buy |
| 6 | SYK | Stryker CORP | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | ADP | Automatic Data Processing | — | NEW | New buy |
| 9 | ✓ | — | NEW | New buy | |
| 10 | ABT | Abbott Laboratories | — | NEW | New buy |
| 11 | DHR | Danaher CORP | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 14 | ✓ | — | NEW | New buy | |
| 15 | ITW | Illinois Tool Works | — | NEW | New buy |
| 16 | HD | Home Depot Inc | — | NEW | New buy |
| 17 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 18 | PEP | Pepsico Inc | — | NEW | New buy |
| 19 | KO | Coca-cola Co/the | — | NEW | New buy |
| 20 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 21 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 22 | EMR | Emerson Electric Co | — | NEW | New buy |
| 23 | ✓ | — | NEW | New buy | |
| 24 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 25 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 26 | NSRGY | Nestle Sa-spons Adr | — | NEW | New buy |
| 27 | CVX | Chevron CORP | — | NEW | New buy |
| 28 | SBUX | Starbucks CORP | — | NEW | New buy |
| 29 | ✓ | — | NEW | New buy | |
| 30 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 34 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 35 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 36 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 37 | ✓ | — | NEW | New buy | |
| 38 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 41 | ✓ | — | NEW | New buy | |
| 42 | ✓ | — | NEW | New buy | |
| 43 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 44 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 45 | ✓ | — | NEW | New buy | |
| 46 | ✓ | — | NEW | New buy | |
| 47 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 48 | ✓ | — | NEW | New buy | |
| 49 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 50 | ✓ | — | NEW | New buy |
According to official SEC Form 13F filings, Ramsay, Stattman, Vela & Price, Inc. reported a total U.S. public equity portfolio value of $562.2M across 79 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 26.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $42.2M
During Q1 2025, Ramsay, Stattman, Vela & Price, Inc.'s top holdings by market value included MSFT (8.0%)、AAPL (7.6%)、BRK-B (5.1%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q1 2025, Ramsay, Stattman, Vela & Price, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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