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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 $441.17 million in total holdings as of March 31, 2025.
  • Osher Van De Voorde Investment Management owns shares of 29 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 7.62% of the portfolio was purchased this quarter.
  • About 11.94% 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 6 stocks.
  • Osher Van De Voorde Investment Management sold shares of 16 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft
$23,072,363
Emerson Electric
$22,296,776
Visa
$21,766,340
Amazon.com
$21,402,372

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC
$20,009,198 Holding
11135F101 - Broadcom
$2,205,200 Holding
872540109 - TJX Companies
$493,960 Holding

Largest Purchases this Quarter

BLACKROCK INC
19,070 shares (about $20.01M)
TE CONNECTIVITY PLC
23,735 shares (about $4.00M)
Accenture
11,088 shares (about $3.31M)
Broadcom
8,000 shares (about $2.21M)
PepsiCo
13,172 shares (about $1.74M)

Largest Sales this Quarter

Visa
5,361 shares (about $1.90M)
Microsoft
2,670 shares (about $1.33M)
Berkshire Hathaway
2,218 shares (about $1.08M)
Amgen
3,678 shares (about $1.03M)
Apple
3,562 shares (about $730.82K)

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
Microsoft Corporation stock logo
MSFT
Microsoft
$23,072,363$1,328,085 -5.4%46,3855.2%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$22,296,776$637,317 -2.8%167,2305.1%Industrials
Visa Inc. stock logo
V
Visa
$21,766,340$1,903,423 -8.0%61,3054.9%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,402,372$628,991 3.0%97,5544.9%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$20,956,724$485,889 -2.3%72,2874.8%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$20,938,477$238,763 -1.1%100,8504.7%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$20,374,681$67,841 -0.3%387,4254.6%Computer and Technology
TE CONNECTIVITY PLC
$20,264,857$4,003,382 24.6%120,1454.6%ORD SHS
BLACKROCK INC
$20,009,198$20,009,198 New Holding19,0704.5%COM
Alphabet Inc. stock logo
GOOG
Alphabet
$19,940,425$231,742 -1.1%113,1504.5%Computer and Technology
Enbridge Inc stock logo
ENB
Enbridge
$19,673,412$461,811 -2.3%434,1004.5%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$19,125,270$78,015 -0.4%82,1254.3%Multi-Sector Conglomerates
Medtronic PLC stock logo
MDT
Medtronic
$18,986,062$534,788 -2.7%217,8054.3%Medical
Accenture PLC stock logo
ACN
Accenture
$18,748,174$3,314,092 21.5%62,7264.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$18,409,991$1,026,934 -5.3%65,9364.2%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$18,246,179$155,133 -0.8%64,6894.1%Basic Materials
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$18,220,213$379,226 -2.0%175,1274.1%Transportation
Chevron Corporation stock logo
CVX
Chevron
$17,970,345$90,926 0.5%125,5004.1%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$17,797,641$1,077,438 -5.7%36,6384.0%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$17,680,816$1,739,231 10.9%133,9054.0%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$17,246,358$1,145,430 7.1%248,4353.9%Utilities
Apple Inc. stock logo
AAPL
Apple
$16,971,457$730,816 -4.1%82,7193.8%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,242,5010.0%39,5121.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$2,205,200$2,205,200 New Holding8,0000.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$884,289$86,034 -8.9%4,9850.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$843,4290.0%8520.2%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$493,960$493,960 New Holding4,0000.1%Retail/Wholesale
Avery Dennison Corporation stock logo
AVY
Avery Dennison
$258,2920.0%1,4720.1%Industrials
Lindblad Expeditions stock logo
LIND
Lindblad Expeditions
$140,0400.0%12,0000.0%Consumer Discretionary
BlackRock stock logo
BLK
BlackRock
$0$18,475,290 -100.0%00.0%Finance
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$0$15,497,510 -100.0%00.0%Medical
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$0$8,791,853 -100.0%00.0%ETF
TJX Cos Inc.
$0$487,200 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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