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Home > Institutional Investor > Ramsay, Stattman, Vela & Price, Inc. > Profile

Instuitional Investor - Ramsay, Stattman, Vela & Price, Inc.

Fund Profile
Filing Period:
Fund Name: Ramsay, Stattman, Vela & Price, Inc.
Portfolio Value $526,139,903
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 112,300 $42,156,297 8.01%
2.
Apple Inc.
 AAPL 179,517 $39,876,032 7.58%
3.
Berkshire Hathaway Inc
 BRK.A 50,474 $26,881,443 5.11%
4.
Visa Inc.
 V 55,648 $19,502,398 3.71%
5.
Fiserv Inc
 FI 84,134 $18,579,311 3.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)