StockDriftsStockDriftsTop 50 Ramsay, Stattman, Vela & Price, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 7.67% | 149.1K | $43.1M | -1.32%(-1.99K) | $74.03(+312.50%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 6.66% | 100.4K | $37.5M | +0.47%(+467) | $127.01(+282.69%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Cl. B | 3.97% | 44.6K | $22.3M | +0.13%(+58) | $108.85(+360.59%) | 2026-06-30 | |
| AMZN | Amazon.com | 3.62% | 85.4K | $20.4M | +0.61%(+514) | $177.39(+47.99%) | 2026-06-30 | |
| AMAT | Applied Materials | 3.15% | 24.5K | $17.7M | -0.20%(-50) | $140.91(+277.42%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 2.96% | 65.5K | $16.6M | -1.15%(-763) | $93.07(+179.84%) | 2026-06-30 | |
| SYK | Stryker Corp. | 2.44% | 43.5K | $13.7M | -0.02%(-9) | $93.23(+255.75%) | 2026-06-30 | |
| ITW | Illinois Tool Works | 2.17% | 45.2K | $12.2M | +0.38%(+169) | $70.35(+311.28%) | 2026-06-30 | |
| HD | Home Depot Inc. | 2.17% | 34.6K | $12.2M | +0.57%(+196) | $311.62(+7.21%) | 2026-06-30 | |
| PG | Procter & Gamble | 2.13% | 81.7K | $12.0M | +0.07%(+60) | $89.38(+60.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.85% | +6.76% | +38.68% |
| Top 20 Holdings Unweighted | +10.09% | +33.42% | +5.83% | +32.73% |
Ramsay, Stattman, Vela & Price, Inc. reports $562.15M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.7%), MSFT (6.7%) and BRK.B (4.0%). The top 20 holdings account for 55.36% of reported assets. Its disclosed equity book has returned +36.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ramsay, Stattman, Vela & Price, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1541399). View Ramsay, Stattman, Vela & Price, Inc.’s 13F filings on SEC