Ramsay, Stattman, Vela & Price as of June 30, 2024
Portfolio Holdings for Ramsay, Stattman, Vela & Price
Ramsay, Stattman, Vela & Price holds 75 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.6 | $51M | 114k | 446.95 | |
Apple (AAPL) | 7.5 | $39M | 187k | 210.62 | |
NVIDIA Corporation (NVDA) | 4.4 | $23M | 189k | 123.54 | |
Alphabet Inc Class C cs (GOOG) | 4.1 | $22M | 117k | 183.42 | |
Berkshire Hathaway (BRK.B) | 4.0 | $21M | 52k | 406.80 | |
Danaher Corporation (DHR) | 3.3 | $18M | 70k | 249.85 | |
Stryker Corporation (SYK) | 3.3 | $18M | 51k | 340.25 | |
Visa (V) | 2.8 | $15M | 56k | 262.47 | |
Automatic Data Processing (ADP) | 2.7 | $14M | 60k | 238.69 | |
Amazon (AMZN) | 2.5 | $13M | 67k | 193.25 | |
Pepsi (PEP) | 2.5 | $13M | 79k | 164.93 | |
Fiserv (FI) | 2.4 | $13M | 85k | 149.04 | |
Costco Wholesale Corporation (COST) | 2.4 | $13M | 15k | 849.99 | |
Illinois Tool Works (ITW) | 2.3 | $12M | 51k | 236.96 | |
Home Depot (HD) | 2.3 | $12M | 35k | 344.24 | |
Johnson & Johnson (JNJ) | 2.2 | $11M | 78k | 146.16 | |
Procter & Gamble Company (PG) | 2.1 | $11M | 68k | 164.92 | |
Abbott Laboratories (ABT) | 2.1 | $11M | 107k | 103.91 | |
Becton, Dickinson and (BDX) | 1.9 | $10M | 44k | 233.71 | |
Coca-Cola Company (KO) | 1.9 | $9.8M | 155k | 63.65 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.8 | $9.5M | 93k | 102.45 | |
iShares S&P MidCap 400 Index (IJH) | 1.7 | $9.2M | 157k | 58.52 | |
Emerson Electric (EMR) | 1.6 | $8.3M | 76k | 110.16 | |
iShares Russell 2000 Index (IWM) | 1.6 | $8.3M | 41k | 202.89 | |
Thermo Fisher Scientific (TMO) | 1.6 | $8.3M | 15k | 553.00 | |
Linde (LIN) | 1.5 | $8.1M | 18k | 438.81 | |
Alphabet Inc Class A cs (GOOGL) | 1.3 | $7.0M | 38k | 182.15 | |
Walt Disney Company (DIS) | 1.3 | $6.6M | 67k | 99.29 | |
Adobe Systems Incorporated (ADBE) | 1.2 | $6.3M | 11k | 555.54 | |
Starbucks Corporation (SBUX) | 1.1 | $6.1M | 78k | 77.85 | |
iShares MSCI EAFE Index Fund (EFA) | 1.1 | $6.0M | 76k | 78.33 | |
Applied Materials (AMAT) | 1.1 | $5.9M | 25k | 235.99 | |
Nike (NKE) | 1.1 | $5.9M | 78k | 75.37 | |
Cisco Systems (CSCO) | 1.1 | $5.9M | 124k | 47.51 | |
Chevron Corporation (CVX) | 1.1 | $5.6M | 36k | 156.42 | |
Diageo (DEO) | 1.0 | $5.5M | 44k | 126.08 | |
FedEx Corporation (FDX) | 0.9 | $5.0M | 17k | 299.84 | |
Palo Alto Networks (PANW) | 0.9 | $4.9M | 15k | 339.01 | |
Colgate-Palmolive Company (CL) | 0.9 | $4.9M | 51k | 97.04 | |
McCormick & Company, Incorporated (MKC) | 0.9 | $4.5M | 64k | 70.94 | |
Air Products & Chemicals (APD) | 0.8 | $4.3M | 17k | 258.05 | |
Merck & Co (MRK) | 0.8 | $4.0M | 33k | 123.80 | |
Tesla Motors (TSLA) | 0.6 | $3.2M | 16k | 197.88 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $3.1M | 5.7k | 544.22 | |
Exxon Mobil Corporation (XOM) | 0.6 | $3.0M | 26k | 115.12 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.4 | $2.1M | 27k | 77.28 | |
IDEXX Laboratories (IDXX) | 0.4 | $2.0M | 4.2k | 487.20 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $2.0M | 9.7k | 202.26 | |
McDonald's Corporation (MCD) | 0.4 | $1.9M | 7.5k | 254.84 | |
Biogen Idec (BIIB) | 0.3 | $1.7M | 7.5k | 231.82 | |
Vanguard Information Technology ETF (VGT) | 0.3 | $1.6M | 2.8k | 576.59 | |
PNC Financial Services (PNC) | 0.3 | $1.6M | 10k | 155.48 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $1.5M | 35k | 42.59 | |
Fortive (FTV) | 0.3 | $1.5M | 20k | 74.10 | |
Zimmer Holdings (ZBH) | 0.3 | $1.3M | 12k | 108.53 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $1.2M | 28k | 43.76 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.2M | 5.1k | 242.10 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 29k | 41.53 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.1M | 23k | 49.42 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.0M | 11k | 100.39 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $918k | 8.6k | 106.66 | |
Advanced Micro Devices (AMD) | 0.2 | $876k | 5.4k | 162.21 | |
Estee Lauder Companies (EL) | 0.1 | $712k | 6.7k | 106.40 | |
Wal-Mart Stores (WMT) | 0.1 | $650k | 9.6k | 67.71 | |
Charles Schwab Corporation (SCHW) | 0.1 | $645k | 8.8k | 73.69 | |
Caterpillar (CAT) | 0.1 | $581k | 1.7k | 333.10 | |
At&t (T) | 0.1 | $458k | 24k | 19.11 | |
Target Corporation (TGT) | 0.1 | $368k | 2.5k | 148.04 | |
Verizon Communications (VZ) | 0.1 | $351k | 8.5k | 41.24 | |
iShares S&P 500 Index (IVV) | 0.1 | $303k | 553.00 | 547.23 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $249k | 4.9k | 51.24 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $244k | 488.00 | 500.59 | |
Xcel Energy (XEL) | 0.0 | $234k | 4.4k | 53.41 | |
Take-Two Interactive Software (TTWO) | 0.0 | $233k | 1.5k | 155.49 | |
Kenvue (KVUE) | 0.0 | $186k | 10k | 18.18 |