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Osher Van De Voorde Investment Management Top Holdings and 13F Report (2025)

About Osher Van De Voorde Investment Management

Investment Activity

  • Osher Van De Voorde Investment Management has $464.26 million in total holdings as of December 31, 2024.
  • Osher Van De Voorde Investment Management owns shares of 32 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 16.44% of the portfolio was purchased this quarter.
  • About 1.27% of the portfolio was sold this quarter.
  • This quarter, Osher Van De Voorde Investment Management has purchased 30 new stocks and bought additional shares in 12 stocks.
  • Osher Van De Voorde Investment Management sold shares of 10 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Visa
$23,468,498
BlackRock
$23,439,140
Amazon.com
$23,055,695
Corning
$21,889,138
Apple
$21,831,866

Largest New Holdings this Quarter

Visa
$23,468,498 Holding
BlackRock
$23,439,140 Holding
JPMorgan Chase & Co.
$21,397,234 Holding

Largest Purchases this Quarter

Visa
74,258 shares (about $23.47M)
BlackRock
22,865 shares (about $23.44M)
JPMorgan Chase & Co.
89,263 shares (about $21.40M)
Canadian National Railway
24,176 shares (about $2.45M)
Chevron
14,404 shares (about $2.09M)

Largest Sales this Quarter

Amazon.com
11,090 shares (about $2.43M)
Apple
7,912 shares (about $1.98M)
Emerson Electric
2,215 shares (about $274.50K)
Corning
5,420 shares (about $257.56K)
Air Products and Chemicals
726 shares (about $210.57K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOsher Van De Voorde Investment Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Visa Inc. stock logo
V
Visa
$23,468,498$23,468,498 New Holding74,2585.1%Business Services
BlackRock, Inc. stock logo
BLK
BlackRock
$23,439,140$23,439,140 New Holding22,8655.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$23,055,695$2,433,035 -9.5%105,0905.0%Retail/Wholesale
Corning Incorporated stock logo
GLW
Corning
$21,889,138$257,558 -1.2%460,6304.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$21,831,866$1,981,323 -8.3%87,1814.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$21,738,266$158,066 -0.7%114,8354.7%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$21,583,029$274,505 -1.3%174,1554.6%Industrial Products
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$21,397,234$21,397,234 New Holding89,2634.6%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$20,794,703$112,541 -0.5%49,3354.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,906,698$198,990 -1.0%43,9174.3%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$19,066,069$210,569 -1.1%65,7364.1%Basic Materials
Enbridge Inc. stock logo
ENB
Enbridge
$18,958,785$5,304 0.0%446,8254.1%Oils/Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$18,565,221$349,452 1.9%82,1874.0%Multi-Sector Conglomerates
Accenture plc stock logo
ACN
Accenture
$18,305,041$33,068 0.2%52,0343.9%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$18,119,484$2,086,275 13.0%125,1003.9%Oils/Energy
Medtronic plc stock logo
MDT
Medtronic
$18,078,042$1,501,744 9.1%226,3153.9%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$17,656,317$35,627 0.2%94,1623.8%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$17,411,013$91,745 0.5%66,8013.8%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$16,328,831$115,779 0.7%227,7703.5%Utilities
Canadian National Railway stock logo
CNI
Canadian National Railway
$16,222,516$2,454,106 17.8%159,8123.5%Transportation
PepsiCo, Inc. stock logo
PEP
PepsiCo
$16,153,030$273,708 1.7%106,2283.5%Consumer Staples
Comcast Co. stock logo
CMCSA
Comcast
$16,050,643$118,782 0.7%427,6753.5%Consumer Discretionary
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$14,722,321$400,333 2.8%109,5903.2%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$8,911,668$542,340 6.5%283,4501.9%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$5,454,188$51,702 -0.9%40,6151.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,854,7200.0%8,0000.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,042,6590.0%5,4750.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$810,8990.0%8850.2%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$544,8630.0%3,2500.1%Consumer Staples
TJX Cos Inc.
$483,2400.0%4,0000.1%COM
Avery Dennison Co. stock logo
AVY
Avery Dennison
$275,4550.0%1,4720.1%Industrial Products
Lindblad Expeditions Holdings, Inc. stock logo
LIND
Lindblad Expeditions
$142,3200.0%12,0000.0%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$234,672 -100.0%00.0%Industrial Products

Showing largest 100 holdings. View all holdings.
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