Osher Van De Voorde Investment Management has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $461 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Black Rock Inc. with a value of $23.8M, Apple Inc. with a value of $22.1M, Amazon Com Inc with a value of $21.6M, Amgen Inc with a value of $21.4M, and Microsoft Corp with a value of $21.3M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $433M to 461M.

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

Portfolio value $461 Million
Technology: $108 Million
Financial Services: $83.9 Million
Healthcare: $55.9 Million
Industrials: $52.4 Million
Communication Services: $38 Million
Energy: $34.4 Million
Consumer Cyclical: $21.8 Million
Basic Materials: $19.8 Million
Other: $47.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $461 Million
  • Prior Value $433 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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