Ramsay, Stattman, Vela & Price as of Sept. 30, 2024
Portfolio Holdings for Ramsay, Stattman, Vela & Price
Ramsay, Stattman, Vela & Price holds 75 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.0 | $48M | 112k | 430.30 | |
Apple (AAPL) | 8.0 | $43M | 184k | 233.00 | |
Berkshire Hathaway (BRK.B) | 4.3 | $23M | 51k | 460.26 | |
NVIDIA Corporation (NVDA) | 3.9 | $21M | 171k | 121.44 | |
Alphabet Inc Class C cs (GOOG) | 3.6 | $19M | 115k | 167.19 | |
Danaher Corporation (DHR) | 3.5 | $19M | 69k | 278.02 | |
Stryker Corporation (SYK) | 3.4 | $18M | 50k | 361.26 | |
Automatic Data Processing (ADP) | 3.0 | $16M | 58k | 276.73 | |
Visa (V) | 2.8 | $15M | 56k | 274.95 | |
Fiserv (FI) | 2.8 | $15M | 84k | 179.65 | |
Home Depot (HD) | 2.6 | $14M | 34k | 405.20 | |
Illinois Tool Works (ITW) | 2.5 | $13M | 51k | 262.07 | |
Pepsi (PEP) | 2.4 | $13M | 76k | 170.05 | |
Amazon (AMZN) | 2.4 | $13M | 69k | 186.33 | |
Costco Wholesale Corporation (COST) | 2.4 | $13M | 14k | 886.52 | |
Johnson & Johnson (JNJ) | 2.3 | $12M | 75k | 162.06 | |
Abbott Laboratories (ABT) | 2.2 | $12M | 105k | 114.01 | |
Procter & Gamble Company (PG) | 2.1 | $12M | 67k | 173.20 | |
Coca-Cola Company (KO) | 2.0 | $11M | 150k | 71.86 | |
iShares S&P MidCap 400 Index (IJH) | 1.8 | $9.5M | 152k | 62.32 | |
Becton, Dickinson and (BDX) | 1.7 | $9.4M | 39k | 241.10 | |
Thermo Fisher Scientific (TMO) | 1.7 | $9.3M | 15k | 618.57 | |
iShares Russell 2000 Index (IWM) | 1.6 | $8.8M | 40k | 220.89 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.6 | $8.7M | 86k | 100.67 | |
Linde (LIN) | 1.6 | $8.6M | 18k | 476.86 | |
Emerson Electric (EMR) | 1.5 | $8.1M | 74k | 109.37 | |
Starbucks Corporation (SBUX) | 1.3 | $7.1M | 73k | 97.49 | |
Nike (NKE) | 1.3 | $6.8M | 77k | 88.40 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $6.4M | 38k | 165.85 | |
iShares MSCI EAFE Index Fund (EFA) | 1.1 | $6.1M | 74k | 83.63 | |
Adobe Systems Incorporated (ADBE) | 1.1 | $5.9M | 11k | 517.78 | |
Diageo (DEO) | 1.1 | $5.8M | 42k | 140.34 | |
Walt Disney Company (DIS) | 1.0 | $5.3M | 55k | 96.19 | |
Applied Materials (AMAT) | 0.9 | $5.1M | 25k | 202.05 | |
McCormick & Company, Incorporated (MKC) | 0.9 | $5.1M | 62k | 82.30 | |
Colgate-Palmolive Company (CL) | 0.9 | $5.0M | 48k | 103.81 | |
Cisco Systems (CSCO) | 0.9 | $5.0M | 94k | 53.22 | |
Palo Alto Networks (PANW) | 0.9 | $5.0M | 15k | 341.80 | |
Chevron Corporation (CVX) | 0.9 | $4.9M | 33k | 147.27 | |
Air Products & Chemicals (APD) | 0.8 | $4.5M | 15k | 297.74 | |
FedEx Corporation (FDX) | 0.8 | $4.4M | 16k | 273.68 | |
Tesla Motors (TSLA) | 0.7 | $3.7M | 14k | 261.63 | |
Merck & Co (MRK) | 0.6 | $3.4M | 30k | 113.56 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $3.3M | 5.8k | 573.76 | |
Exxon Mobil Corporation (XOM) | 0.6 | $3.0M | 26k | 117.22 | |
McDonald's Corporation (MCD) | 0.4 | $2.3M | 7.5k | 304.51 | |
IDEXX Laboratories (IDXX) | 0.4 | $2.1M | 4.2k | 505.22 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $2.1M | 9.7k | 210.86 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.4 | $2.0M | 25k | 79.42 | |
PNC Financial Services (PNC) | 0.3 | $1.8M | 10k | 184.85 | |
Vanguard Information Technology ETF (VGT) | 0.3 | $1.6M | 2.8k | 586.52 | |
Fortive (FTV) | 0.3 | $1.5M | 19k | 78.93 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $1.4M | 31k | 45.86 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.3M | 5.1k | 263.83 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $1.3M | 28k | 47.85 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | 10k | 121.16 | |
Zimmer Holdings (ZBH) | 0.2 | $1.2M | 11k | 107.95 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.2M | 22k | 52.81 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $1.0M | 8.6k | 116.96 | |
Bristol Myers Squibb (BMY) | 0.2 | $894k | 17k | 51.74 | |
Advanced Micro Devices (AMD) | 0.2 | $886k | 5.4k | 164.08 | |
Biogen Idec (BIIB) | 0.2 | $881k | 4.5k | 193.84 | |
Wal-Mart Stores (WMT) | 0.1 | $773k | 9.6k | 80.75 | |
Caterpillar (CAT) | 0.1 | $634k | 1.6k | 391.12 | |
Charles Schwab Corporation (SCHW) | 0.1 | $608k | 9.4k | 64.81 | |
At&t (T) | 0.1 | $506k | 23k | 22.00 | |
Verizon Communications (VZ) | 0.1 | $382k | 8.5k | 44.91 | |
Estee Lauder Companies (EL) | 0.1 | $368k | 3.7k | 99.69 | |
Target Corporation (TGT) | 0.1 | $331k | 2.1k | 155.86 | |
iShares S&P 500 Index (IVV) | 0.1 | $277k | 480.00 | 576.82 | |
Xcel Energy (XEL) | 0.0 | $266k | 4.1k | 65.30 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $235k | 2.5k | 95.15 | |
Take-Two Interactive Software (TTWO) | 0.0 | $231k | 1.5k | 153.71 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $221k | 419.00 | 527.71 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $210k | 1.4k | 149.64 |