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Ramsay, Stattman, Vela & Price, Inc.
RAMSAY, STATTMAN, VELA & PRICE, INC. is a registered investment advisor founded in 1971 with headquarters in Colorado Springs, Colorado, and a second office in Princeton, New Jersey. The firm specializes in providing highly customized financial advisory services to individuals and institutions, leveraging the expertise of four Chartered Financial Analyst designees each with more than 25 years of investment experience. Focused on a client-first mandate, the firm’s mission is preserving and growing client capital tailored to individual risk tolerance and objectives.
Investment Strategy
RAMSAY, STATTMAN, VELA & PRICE, INC. employs a time-honored investment philosophy centered on customized portfolio management. The firm conducts its own investment research and is not affiliated with any broker or dealer, allowing it to focus on strategies that best fit clients’ needs. They emphasize long-term capital growth while carefully managing risk in accordance with each client's risk tolerance and financial goals. The strategy combines disciplined asset allocation, individual security selection, and ongoing portfolio review to deliver consistent performance over market cycles.
Latest 13F Filing Activity
Ramsay, Stattman, Vela & Price, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 80 equity positions with a total 13F market value of $536M. The fund increased holdings in Microsoft Corp., Nvidia Corp., Amazon.com among other positions. Ramsay, Stattman, Vela & Price, Inc. reduced exposure to Apple Inc., Fiserv, Inc., Becton Dickinson among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp. | 10.04% | $53.8M | 108,086 | $126.26 | $497.41 | +$11.6M |
A AAPL | Apple Inc. | 6.62% | $35.5M | 172,885 | $45.15 | $205.17 | -$4.4M |
N NVDA | Nvidia Corp. | 5.10% | $27.3M | 172,714 | $38.46 | $157.99 | +$10.3M |
| Berkshire Hathaway Cl. B | 4.42% | $23.7M | 48,718 | $111.89 | $485.77 | -$3.2M | |
V V | Visa Inc. | 3.63% | $19.4M | 54,698 | $132.74 | $355.05 | -$81.9K |
Industry Allocation
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