Ramsay, Stattman, Vela & Price, Inc.

RIA/Wealth

Ramsay, Stattman, Vela & Price, Inc. is a RIA/Wealth based in Colorado Springs, CO led by Steven Rene Vela, reporting $764.6M in AUM as of Q3 2025 with MSFT as the largest holding (10% allocation).

PresidentSteven Rene Vela

Portfolio Value: $558.3M
Positions: 79
Top Holding: MSFT at 9.82%
Last Reported: Q3 2025

Address2 N. Cascade Ave., Ste 810, Colorado Springs, CO, 80903, United States

Top Holdings

Largest long holdings in Ramsay, Stattman, Vela & Price, Inc.'s portfolio (47.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$54.8M	9.82%	-$1.2M Sold	0.00% 105.8K shares	≤ Q2 2013 Held for 12y 6m+
2 Apple AAPL	Consumer Electronics Technology	$43.4M	7.77%	-$619.5K Sold	0.00% 170.5K shares	≤ Q2 2013 Held for 12y 6m+
3 Nvidia NVDA	Semiconductors Technology	$31.7M	5.68%	-$503.0K Sold	0.00% 170.0K shares	Q1 2022 Held for 3y 9m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$24.7M	4.42%	-$476.9K Sold	0.00% 101.3K shares	Q2 2016 Held for 9y 6m
5 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$24.4M	4.37%	-$117.6K Sold	0.00% 48.5K shares	Q4 2019 Held for 6 years
6 Visa V	Financial - Credit Services Financial Services	$18.6M	3.33%	-$64.2K Sold	0.00% 54.5K shares	Q4 2016 Held for 9 years
7 Stryker SYK	Medical - Devices Healthcare	$17.7M	3.17%	-$174.5K Sold	0.01% 47.8K shares	≤ Q2 2013 Held for 12y 6m+
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$17.3M	3.10%	+$196.3K Bought	0.00% 78.8K shares	Q1 2022 Held for 3y 9m
9 Automatic Data Processing, Inc. ADP	Staffing & Employment Services Industrials	$16.3M	2.92%	-$76.0K Sold	0.01% 55.6K shares	≤ Q2 2013 Held for 12y 6m+
10 Abbott ABT	Medical - Devices Healthcare	$14.4M	2.59%	-$63.8K Sold	0.01% 107.8K shares	≤ Q2 2013 Held for 12y 6m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ramsay, Stattman, Vela & Price, Inc.'s latest filing

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Market Value

$558.3M

Prior: $535.5M

Q/Q Change

+4.25%

+$22.7M

Net Flows % of MV

-1.05%

Turnover Ratio

0.814%

New Purchases

1 stocks

$227.8K

Added To

15 stocks

+$1.4M

Sold Out Of

2 stocks

$427.4K

Reduced Holdings

48 stocks

-$7.0M

Increased Positions

Position	Shares Δ	Change
1 Global X S&P 500 Catholic Values CATH	New	0 → 2.8K +$227.8K
2 iShares MSCI Emerging Markets EEM	+53.55%	14.9K → 22.9K +$426.2K
3 ASML ASML ASML	+7.72%	4.0K → 4.3K +$301.1K
4 iShares Core S&P Small-Cap ETF IJR	+7.46%	11.7K → 12.6K +$104.0K
5 Vanguard Short-Term Corporate Bond VCSH	+2.92%	34.4K → 35.4K +$80.4K

Decreased Positions

Position	Shares Δ	Change
1 Honeywell International HON	Sold	935.0 → 0 −$217.7K
2 Target TGT	Sold	2.1K → 0 −$209.6K
3 Xcel Energy XEL	-29.48%	4.1K → 2.9K −$96.8K
4 Merck & Co. MRK	-19.59%	22.6K → 18.2K −$371.6K
5 Caterpillar CAT	-17.69%	1.3K → 1.1K −$109.7K