DOSSIER · 13F-HR · Q1 2026

Ramsay, Stattman, Vela & Price, Inc.

Ramsay, Stattman, Vela & Price's hedge fund based in Greenwich, CT $506M in tracked AUM across 79 positions as of Q1 2026.

RS
Ramsay, Stattman, Vela & Price·Greenwich, CT·Hedge Fund
CIK 0001541399 · last filed Mar 31, 2026
Total AUM
$506M
12.1%
vs prior
Holdings
79
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 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, ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc.
$38M151K7.6%
02
MSFT
Microsoft Corp.
$37M100K7.3%
03
NVDA
Nvidia Corp.
$31M177K6.1%
04
GOOG
Alphabet Inc. Cl. C
$25M87K4.9%
05
BRK/B
Berkshire Hathaway Cl. B
$21M45K4.2%
06
AMZN
Amazon.com
$18M85K3.5%
07
V
Visa Inc.
$16M54K3.2%
08
JNJ
Johnson & Johnson
$16M66K3.2%
09
SYK
Stryker Corp.
$14M44K2.8%
10
COST
Costco Wholesale
$13M13K2.5%

Filing history

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