Osher Van De Voorde Investment Management Portfolio Holdings

Osher Van De Voorde Investment Management

  • $429 Million
  • Q1 2025

Osher Van De Voorde Investment Management has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $429 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $23.4M, Amgen Inc with a value of $21.7M, Chevron Corp with a value of $20.9M, Berkshire Hathaway Inc Class B with a value of $20.4M, and Medtronic PLC with a value of $20.1M.

Examining the 13F form we can see an decrease of $35.1M in the current position value, from $465M to 429M.

Below you can find more details about Osher Van De Voorde Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $429 Million
Technology: $97 Million
Financial Services: $80.4 Million
Healthcare: $57.3 Million
Industrials: $54 Million
Energy: $40.6 Million
Basic Materials: $19.2 Million
Consumer Defensive: $18.9 Million
Communication Services: $18.7 Million
Other: $43.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$573B
$23.4 Million 5.44% of portfolio
66,666
Q1 2025 Reduced 10.22%
$167B
$21.7 Million 5.05% of portfolio
69,614
Q1 2025 Added 4.21%
$327B
$20.9 Million 4.86% of portfolio
124,865
Q1 2025 Reduced 0.19%
$683B
$20.4 Million 4.75% of portfolio
38,856
Q1 2025 Reduced 11.52%
$119B
$20.1 Million 4.69% of portfolio
223,940
Q1 2025 Reduced 1.05%
$177B
$19.8 Million 4.62% of portfolio
102,000
Q1 2025 Added 8.32%
$89.7B
$19.7 Million 4.58% of portfolio
444,290
Q1 2025 Reduced 0.57%
$65.4B
$19.2 Million 4.48% of portfolio
65,239
Q1 2025 Reduced 0.76%
$3.57T
$19.2 Million 4.46% of portfolio
86,281
Q1 2025 Reduced 1.03%
$64.8B
$18.9 Million 4.39% of portfolio
172,010
Q1 2025 Reduced 1.23%
$143B
$18.5 Million 4.3% of portfolio
19,520
Q1 2025 Reduced 14.63%
$2.8T
$18.4 Million 4.29% of portfolio
49,055
Q1 2025 Reduced 0.57%
$720B
$18.1 Million 4.22% of portfolio
73,963
Q1 2025 Reduced 17.14%
$207B
$18.1 Million 4.21% of portfolio
120,733
Q1 2025 Added 13.65%
$1.94T
$18 Million 4.19% of portfolio
94,687
Q1 2025 Reduced 9.9%
$951B
$17.9 Million 4.16% of portfolio
114,465
Q1 2025 Reduced 0.32%
$142B
$17.5 Million 4.07% of portfolio
82,460
Q1 2025 Added 0.33%
$66.1B
$17.4 Million 4.06% of portfolio
178,772
Q1 2025 Added 11.86%
$139B
$16.4 Million 3.83% of portfolio
231,935
Q1 2025 Added 1.83%
$197B
$16.1 Million 3.75% of portfolio
51,638
Q1 2025 Reduced 0.76%
$34.6B
$15.5 Million 3.61% of portfolio
132,480
Q1 2025 Added 20.89%
$0
$8.83 Million 2.05% of portfolio
286,100
Q1 2025 Added 0.93%
$270B
$4.28 Million 1.0% of portfolio
39,512
Q1 2025 Reduced 2.72%
$67.8B
$1.34 Million 0.31% of portfolio
8,000
Q3 2024 Added 900.0%
$922B
$844,000 0.2% of portfolio
5,470
Q1 2025 Reduced 0.09%
$419B
$805,000 0.19% of portfolio
852
Q1 2025 Reduced 3.73%
$14.5B
$261,000 0.06% of portfolio
1,472
Q2 2022 Reduced 0.94%
$506M
$114,000 0.03% of portfolio
12,000
Q3 2022 Reduced 33.33%
Te Connectivity
-
$0 0.0% of portfolio
-
Q1 2025 New
Tjx Cos Inc.
-
$0 0.0% of portfolio
-
Q2 2020 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $429 Million
  • Prior Value $465 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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