Ramsay, Stattman, Vela & Price, Inc. 13F 持仓 · 2026年Q2
Ramsay, Stattman, Vela & Price 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 5.62 亿美元。前几大持仓：AAPL（7.67%）、MSFT（6.66%）、NVDA（6.50%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $43.1M | 7.67% | 149,094 | 减持 |
| 2 | MSFT | Microsoft Corp. | $37.5M | 6.66% | 100,412 | 增持 |
| 3 | NVDA | Nvidia Corp. | $36.6M | 6.50% | 182,670 | 增持 |
| 4 | GOOG | Alphabet Inc. Cl. C | $29.1M | 5.18% | 82,365 | 减持 |
| 5 | BRKB | Berkshire Hathaway Cl. B | $22.3M | 3.97% | 44,645 | 增持 |
| 6 | AMZN | Amazon.com | $20.4M | 3.62% | 85,398 | 增持 |
| 7 | V | Visa Inc. | $18.5M | 3.28% | 53,799 | 增持 |
| 8 | AMAT | Applied Materials | $17.7M | 3.15% | 24,520 | 减持 |
| 9 | JNJ | Johnson & Johnson | $16.6M | 2.96% | 65,500 | 减持 |
| 10 | GOOGL | Alphabet Inc. Cl. A | $14.2M | 2.52% | 39,612 | 减持 |
| 11 | SYK | Stryker Corp. | $13.7M | 2.44% | 43,539 | 减持 |
| 12 | HD | Home Depot Inc. | $12.2M | 2.17% | 34,596 | 增持 |
| 13 | ITW | Illinois Tool Works | $12.2M | 2.17% | 45,163 | 增持 |
| 14 | PG | Procter & Gamble | $12.0M | 2.13% | 81,679 | 增持 |
| 15 | ADP | Automatic Data Proc. | $11.8M | 2.10% | 52,618 | 增持 |
| 16 | DHR | Danaher Corp. | $11.8M | 2.10% | 62,105 | 增持 |
| 17 | COST | Costco Wholesale | $11.7M | 2.07% | 12,457 | 减持 |
| 18 | KO | Coca-Cola Co. | $11.1M | 1.97% | 136,116 | 减持 |
| 19 | IJH | S&P Core Mid-Cap iShares | $10.9M | 1.94% | 141,319 | 增持 |
| 20 | EMR | Emerson Electric | $10.8M | 1.93% | 75,772 | 增持 |
| 21 | PEP | PepsiCo, Inc. | $10.8M | 1.92% | 79,670 | 减持 |
| 22 | CSCO | Cisco Systems | $9.9M | 1.75% | 83,981 | 减持 |
| 23 | ABT | Abbott Laboratories | $9.5M | 1.69% | 104,942 | 增持 |
| 24 | IWM | Russell 2000 iShares | $9.4M | 1.68% | 31,340 | 减持 |
| 25 | PANW | Palo Alto Networks | $9.2M | 1.64% | 26,975 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR