SEC 13F Intelligence

Managers / Q3 2021 · view latest →

Ramsay, Stattman, Vela & Price, Inc.

CIK 0001541399 · 2 N. CASCADE AVE., SUITE 810, COLORADO SPRINGS, CO, 80903 · 719-473-6925

Reported Value
$401M
Q3 2021
Positions
68
Filings on Record
30
2019–present window
Filed
Oct 29, 2021
original filing

Summary

Ramsay, Stattman, Vela & Price, Inc. reported $401M in U.S.-listed holdings across 68 positions for Q3 2021.

Its largest position, AAPL, represents 6.5% of the portfolio.

Compared with Q2 2021, the fund opened 1 new position and exited 0.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $240MQ4 ’18Q1 ’19: $274MQ2 ’19: $280MQ3 ’19: $289MQ4 ’19: $313MQ4 ’19Q1 ’20: $254MQ2 ’20: $290MQ3 ’20: $322MQ4 ’20: $356MQ4 ’20Q1 ’21: $377MQ2 ’21: $404MQ3 ’21: $401MQ4 ’21: $440MQ4 ’21Q1 ’22: $513MQ2 ’22: $446MQ3 ’22: $403MQ4 ’22: $443.9BQ4 ’22Q1 ’23: $463MQ2 ’23: $491MQ3 ’23: $462MQ4 ’23: $491MQ4 ’23Q1 ’24: $522MQ2 ’24: $529MQ3 ’24: $538MQ4 ’24: $538MQ4 ’24Q1 ’25: $526MQ2 ’25: $536MQ3 ’25: $558MQ4 ’25: $555MQ4 ’25Q1 ’26: $506Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$506M79Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$555M80Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$558M79Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$536M80Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$526M79Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$538M76Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$538M75Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$529M75Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$522M76May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$491M78Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$462M78Oct 27, 202313F-HRchanges · EDGAR ↗
Q2 2023$491M80Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$463M78Apr 28, 202313F-HRchanges · EDGAR ↗
Q4 2022$443.9B82Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$403M79Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$446M89Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$513M89May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$440M69Jan 24, 202213F-HRchanges · EDGAR ↗
Q3 2021$401M68Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$404M67Jul 28, 202113F-HRchanges · EDGAR ↗
Q1 2021$377M67Apr 22, 202113F-HRchanges · EDGAR ↗
Q4 2020$356M66Jan 26, 202113F-HRchanges · EDGAR ↗
Q3 2020$322M64Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$290M62Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$254M60May 4, 202013F-HRchanges · EDGAR ↗
Q4 2019$313M62Jan 28, 202013F-HRchanges · EDGAR ↗
Q3 2019$289M59Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$280M57Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$274M57May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$240M56Feb 5, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.