DOSSIER · 13F-HR · Q2 2026
Ramsay, Stattman, Vela & Price, Inc.
$562M in tracked AUM across 84 positions as of Q2 2026.
RS
CIK 0001541399 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Ramsay, Stattman, Vela & Price, Inc. has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 269.0% from approximately $150.47 million in the prior quarter to $555.18 million as of the report date. This dramatic increase suggests substantial capital inflows rather than merely market appreciation, as the gain far exceeds general market returns over a three-month period. The portfolio currently comprises 80 holdings, ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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