Osher Van De Voorde Investment Management Portfolio Holdings

Osher Van De Voorde Investment Management

  • $400 Million
  • Q2 2025

Osher Van De Voorde Investment Management has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $400 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.1M, Emerson Electric CO with a value of $22.3M, Visa Inc. with a value of $21.8M, Amazon Com Inc with a value of $21.4M, and Jpmorgan Chase & CO with a value of $21M.

Examining the 13F form we can see an decrease of $29.8M in the current position value, from $429M to 400M.

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

Portfolio value $400 Million
Technology: $107 Million
Financial Services: $60.5 Million
Industrials: $59.9 Million
Energy: $37.6 Million
Healthcare: $37.4 Million
Consumer Cyclical: $22 Million
Communication Services: $20.9 Million
Consumer Defensive: $18.5 Million
Other: $35.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$82.7B
$22.3 Million 5.58% of portfolio
167,230
Q2 2025 Reduced 2.78%
$44.9B
$20.4 Million 5.1% of portfolio
387,425
Q2 2025 Reduced 0.33%
$91.5B
$19.7 Million 4.92% of portfolio
434,100
Q2 2025 Reduced 2.29%
$177B
$19.6 Million 4.91% of portfolio
100,850
Q2 2025 Reduced 1.13%
$160B
$19.1 Million 4.78% of portfolio
82,125
Q2 2025 Reduced 0.41%
$119B
$19 Million 4.75% of portfolio
217,805
Q2 2025 Reduced 2.74%
$176B
$18.7 Million 4.69% of portfolio
62,726
Q2 2025 Added 21.47%
$159B
$18.4 Million 4.61% of portfolio
65,936
Q2 2025 Reduced 5.28%
$64.5B
$18.2 Million 4.57% of portfolio
64,689
Q2 2025 Reduced 0.84%
$70.5B
$18.2 Million 4.56% of portfolio
175,127
Q2 2025 Reduced 2.04%
$187B
$17.7 Million 4.42% of portfolio
133,905
Q2 2025 Added 10.91%
$147B
$17.2 Million 4.31% of portfolio
248,435
Q2 2025 Added 7.11%
$112B
$2.21 Million 0.55% of portfolio
8,000
Q2 2025 New
$143B
$493,000 0.12% of portfolio
4,000
Q2 2025 New
$14.7B
$258,000 0.06% of portfolio
1,472
Q2 2022 Reduced 0.94%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $400 Million
  • Prior Value $429 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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