Ramsay, Stattman, Vela & Price, Inc. has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. The report indicates that the firm holds a total of $583.4 million in various securities. This filing is significant as it provides insights into the company's investment strategies and positions within the financial services industry.
Ramsay, Stattman, Vela & Price, Inc. is a financial services firm based in Colorado Springs, Colorado. The company is known for its investment management services and operates under the Central Index Key (CIK) 0001541399. The firm has been active in filing various reports with the SEC, including the recent 13F-HR on October 19, 2026, and previous filings such as the N-PX on August 14, 2026.
The latest filing reveals that Ramsay, Stattman, Vela & Price has a total of 82 entries in its investment portfolio. The firm’s Vice President, Frederick Stattman, signed the filing, confirming the accuracy of the reported holdings. The report indicates that the firm is maintaining a diverse portfolio, which is crucial for managing risk and achieving investment objectives.
The filing affects various stakeholders, including investors, analysts, and competitors in the financial services sector. By disclosing its holdings, Ramsay, Stattman, Vela & Price provides transparency that can influence investment decisions and market perceptions. Competitors may analyze this data to gauge market trends and identify potential investment opportunities.
Looking ahead, the filing does not specify what actions the company will take next. However, it is expected that Ramsay, Stattman, Vela & Price will continue to monitor its investments and adjust its portfolio as needed in response to market conditions.