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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 $442.18 million in total holdings as of March 31, 2025.
  • Osher Van De Voorde Investment Management owns shares of 31 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 5.21% of the portfolio was purchased this quarter.
  • About 8.03% of the portfolio was sold this quarter.
  • This quarter, Osher Van De Voorde Investment Management has purchased 32 new stocks and bought additional shares in 8 stocks.
  • Osher Van De Voorde Investment Management sold shares of 18 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Visa
$23,363,766
Amgen
$21,688,242
Chevron
$20,888,666
Berkshire Hathaway
$20,693,928
Medtronic
$20,123,248

Largest New Holdings this Quarter

G87052109 - TE Connectivity
$13,624,661 Holding

Largest Purchases this Quarter

TE Connectivity
96,410 shares (about $13.62M)
Agilent Technologies
22,890 shares (about $2.68M)
PepsiCo
14,505 shares (about $2.17M)
Canadian National Railway
18,960 shares (about $1.85M)
Texas Instruments
7,838 shares (about $1.41M)

Largest Sales this Quarter

JPMorgan Chase & Co.
15,300 shares (about $3.75M)
Corning
71,915 shares (about $3.29M)
BlackRock
3,345 shares (about $3.17M)
Berkshire Hathaway
5,061 shares (about $2.70M)
Visa
7,592 shares (about $2.66M)

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
$23,363,766$2,660,692 -10.2%66,6665.3%Business Services
Amgen Inc. stock logo
AMGN
Amgen
$21,688,242$876,390 4.2%69,6144.9%Medical
Chevron Co. stock logo
CVX
Chevron
$20,888,666$39,313 -0.2%124,8654.7%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$20,693,928$2,695,387 -11.5%38,8564.7%Finance
Medtronic plc stock logo
MDT
Medtronic
$20,123,248$213,417 -1.0%223,9404.6%Medical
Enbridge Inc. stock logo
ENB
Enbridge
$19,686,490$112,326 -0.6%444,2904.5%Energy
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$19,240,286$146,575 -0.8%65,2394.4%Basic Materials
Apple Inc. stock logo
AAPL
Apple
$19,165,599$199,917 -1.0%86,2814.3%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$18,859,176$235,178 -1.2%172,0104.3%Industrials
BlackRock, Inc. stock logo
BLK
BlackRock
$18,475,290$3,165,976 -14.6%19,5204.2%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$18,414,756$105,109 -0.6%49,0554.2%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$18,329,400$1,408,489 8.3%102,0004.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,143,124$3,753,090 -17.1%73,9634.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$18,102,706$2,174,880 13.7%120,7334.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$18,015,149$1,979,275 -9.9%94,6874.1%Retail/Wholesale
Corning Incorporated stock logo
GLW
Corning
$17,795,373$3,292,269 -15.6%388,7154.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$17,700,868$57,217 -0.3%114,4654.0%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$17,460,905$57,808 0.3%82,4603.9%Multi-Sector Conglomerates
Canadian National Railway stock logo
CNI
Canadian National Railway
$17,423,119$1,847,842 11.9%178,7723.9%Transportation
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$16,441,872$295,257 1.8%231,9353.7%Utilities
Accenture plc stock logo
ACN
Accenture
$16,113,122$123,568 -0.8%51,6383.6%Computer and Technology
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$15,497,510$2,677,672 20.9%132,4803.5%Medical
TE Connectivity
$13,624,661$13,624,661 New Holding96,4103.1%COM
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$8,791,853$81,435 0.9%286,1002.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,282,311$119,543 -2.7%39,5121.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,339,4400.0%8,0000.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$854,578$781 -0.1%5,4700.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$805,805$31,211 -3.7%8520.2%Retail/Wholesale
TJX Cos Inc.
$487,2000.0%4,0000.1%COM
Avery Dennison Co. stock logo
AVY
Avery Dennison
$261,9720.0%1,4720.1%Industrials
Lindblad Expeditions Holdings, Inc. stock logo
LIND
Lindblad Expeditions
$111,2400.0%12,0000.0%Consumer Discretionary
Comcast Co. stock logo
CMCSA
Comcast
$0$16,050,643 -100.0%00.0%Consumer Discretionary
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$0$544,863 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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