Osher Van De Voorde Investment Management Portfolio Holdings

Osher Van De Voorde Investment Management

  • $465 Million
  • Q4 2024

Osher Van De Voorde Investment Management has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $465 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $23.5M, Black Rock Inc. with a value of $23.4M, Amazon Com Inc with a value of $23.1M, Corning Inc with a value of $21.9M, and Alphabet Inc. with a value of $21.9M.

Examining the 13F form we can see an increase of $3.77M in the current position value, from $461M to 465M.

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

Portfolio value $465 Million
Technology: $108 Million
Financial Services: $88.2 Million
Industrials: $56.6 Million
Healthcare: $50.2 Million
Communication Services: $39 Million
Energy: $37.1 Million
Consumer Cyclical: $23.2 Million
Basic Materials: $19.1 Million
Other: $42.7 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$154B
$23.4 Million 5.05% of portfolio
22,865
Q4 2024 New
$45.9B
$21.9 Million 4.71% of portfolio
460,630
Q4 2024 Reduced 1.16%
$77.2B
$21.6 Million 4.65% of portfolio
174,155
Q4 2024 Reduced 1.26%
$73B
$19.1 Million 4.1% of portfolio
65,736
Q4 2024 Reduced 1.09%
$91.2B
$19 Million 4.08% of portfolio
446,825
Q4 2024 Reduced 0.03%
$149B
$18.6 Million 4.0% of portfolio
82,187
Q4 2024 Added 1.92%
$177B
$18.3 Million 3.94% of portfolio
94,162
Q4 2024 Added 0.2%
$120B
$18.1 Million 3.89% of portfolio
226,315
Q4 2024 Added 9.06%
$147B
$17.4 Million 3.75% of portfolio
66,801
Q4 2024 Added 0.53%
$143B
$16.3 Million 3.51% of portfolio
227,770
Q4 2024 Added 0.71%
$71.5B
$16.2 Million 3.49% of portfolio
159,812
Q4 2024 Added 17.82%
$166B
$16.1 Million 3.45% of portfolio
427,675
Q4 2024 Added 0.75%
$44.8B
$14.7 Million 3.17% of portfolio
109,590
Q4 2024 Added 2.8%
$99.1B
$1.85 Million 0.4% of portfolio
8,000
Q3 2024 Added 900.0%
$15.6B
$275,000 0.06% of portfolio
1,472
Q2 2022 Reduced 0.94%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $465 Million
  • Prior Value $461 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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