Osher Van de Voorde Investment Management
13F Reported Value
ⓘ$462.6M
Holdings
30
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
Osher Van de Voorde Investment Management disclosed 30 positions worth $462.6M in its Form 13F-HR for Q4 2025, led by $GOOGL (Alphabet Inc.) at 5.8% of the equity portfolio, followed by $GLW and $TEL. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $ARWR. The portfolio is most concentrated in Technology (31.1% of disclosed assets). All figures are sourced directly from Osher Van de Voorde Investment Management’s Form 13F-HR filing with the SEC under CIK 1569174.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
- 80.2#45
Quality
$26.7M85,261 sh - 72.7#220
Quality
$23.3M266,255 sh - —
Quality
$23.0M101,310 sh - 35.6
Quality
$22.5M69,850 sh - 76.1
Quality
$21.8M80,355 sh - 74.6
Quality
$21.8M94,409 sh - 83.7
Quality
$21.7M44,801 sh - 83.5
Quality
$21.3M60,760 sh - 79.5
Quality
$20.9M63,729 sh - 65.9
Quality
$20.4M154,060 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 80.2#45 | $26.7M | 85,261 |
 CORNING INC /NY$GLW | 72.7#220 | $23.3M | 266,255 |
 TE Connectivity plc$TEL | — | $23.0M | 101,310 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $22.5M | 69,850 |
 Apple Inc.$AAPL | 76.1 | $21.8M | 80,355 |
 AMAZON COM INC$AMZN | 74.6 | $21.8M | 94,409 |
 MICROSOFT CORP$MSFT | 83.7 | $21.7M | 44,801 |
 VISA INC.$V | 83.5 | $21.3M | 60,760 |
 AMGEN INC$AMGN | 79.5 | $20.9M | 63,729 |
 EMERSON ELECTRIC CO$EMR | 65.9 | $20.4M | 154,060 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Osher Van de Voorde Investment Management's 30 positions.
Showing top 10 of 30 holdings.
Sector Allocation
Technology
$143.8M
Financials
$82.9M
Healthcare
$57.3M
Materials
$42.2M
Energy
$38.8M
Industrials
$36.1M
Consumer Discretionary
$23.3M
Utilities
$19.4M
Full Holdings — Osher Van de Voorde Investment Management (Q4 2025)
All 30 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOGL | Alphabet Inc. | $26.7M | 5.8% | -19% | 80.2 |
| 2 | $GLW | CORNING INC /NY | $23.3M | 5.0% | -13% | 72.7 |
| 3 | $TEL | TE Connectivity plc | $23.0M | 5.0% | -7% | — |
| 4 | $JPM | JPMORGAN CHASE & CO | $22.5M | 4.9% | -2% | 35.6 |
| 5 | $AAPL | Apple Inc. | $21.8M | 4.7% | -2% | 76.1 |
| 6 | $AMZN | AMAZON COM INC | $21.8M | 4.7% | -1% | 74.6 |
| 7 | $MSFT | MICROSOFT CORP | $21.7M | 4.7% | -2% | 83.7 |
| 8 | $V | VISA INC. | $21.3M | 4.6% | -0% | 83.5 |
| 9 | $AMGN | AMGEN INC | $20.9M | 4.5% | -3% | 79.5 |
| 10 | $EMR | EMERSON ELECTRIC CO | $20.4M | 4.4% | -2% | 65.9 |
| 11 |  $ENB | ENBRIDGE INC | $20.1M | 4.4% | -2% | — |
| 12 |  $BLK | BlackRock, Inc. | $20.0M | 4.3% | -1% | 70.3 |
| 13 |  $MDT | Medtronic plc | $19.7M | 4.3% | -5% | — |
| 14 |  $NEE | NEXTERA ENERGY INC | $19.4M | 4.2% | -2% | 71.7 |
| 15 |  $BRK.B | BERKSHIRE HATHAWAY INC | $19.1M | 4.1% | +4% | 64.5 |
| 16 |  $PEP | PEPSICO INC | $18.8M | 4.1% | -1% | 62.7 |
| 17 |  $CVX | CHEVRON CORP | $18.6M | 4.0% | -1% | 54.7 |
| 18 |  $APD | Air Products & Chemicals, Inc. | $18.6M | 4.0% | +18% | 41.2 |
| 19 |  $TXN | TEXAS INSTRUMENTS INC | $18.6M | 4.0% | +10% | 70.4 |
| 20 |  $HON | HONEYWELL INTERNATIONAL INC | $18.5M | 4.0% | +9% | 65.7 |
| 21 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $17.6M | 3.8% | +2% | — |
| 22 |  $ZTS | Zoetis Inc. | $16.4M | 3.5% | +20% | 72.6 |
| 23 |  $NVDA | NVIDIA CORP | $7.3M | 1.6% | +0% | 90.2 |
| 24 |  $AVGO | Broadcom Inc. | $2.7M | 0.6% | -1% | 86.4 |
| 25 |  $GOOG | Alphabet Inc. | $1.5M | 0.3% | -1% | 80.2 |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $734,714 | 0.2% | +0% | 67 |
| 27 |  $TJX | TJX COMPANIES INC /DE/ | $614,440 | 0.1% | +0% | 70.7 |
| 28 |  $AVY | Avery Dennison Corp | $267,727 | 0.1% | +0% | 62.9 |
| 29 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $248,963 | 0.1% | NEW | 74.4 |
| 30 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $173,040 | 0.0% | +0% | 53.8 |
New Positions (1)
$ARWR ARROWHEAD PHARMACEUTICALS, INC.$248,963Browse Top Institutional Investors
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13F Pro is an AI hedge fund tracker and stock research platform. For Osher Van de Voorde Investment Management (SEC CIK: 1569174), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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