Osher Van de Voorde Investment Management
RIA/Wealth
Osher Van de Voorde Investment Management is a RIA/Wealth based in San Mateo, CA led by James Michael Vandevoorde, reporting $609.1M in AUM as of Q3 2025 with GOOG as the largest holding (6% allocation).
PresidentJames Michael Vandevoorde
- Portfolio Value
- $459.8M
- Positions
- 29
- Top Holding
- GOOG at 5.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Osher Van de Voorde Investment Management's portfolio (49.3% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $25.4M | 5.53% | -$2.1M Sold | 0.00% 104.6K shares | |
Hardware, Equipment & Parts Technology | $25.1M | 5.46% | -$6.7M Sold | 0.04% 305.9K shares | |
Hardware, Equipment & Parts Technology | $23.9M | 5.19% | -$2.5M Sold | 0.04% 108.7K shares | |
Software - Infrastructure Technology | $23.7M | 5.15% | -$354.8K Sold | 0.00% 45.7K shares | |
Banks - Diversified Financial Services | $22.6M | 4.91% | -$228.7K Sold | 0.00% 71.6K shares | |
Asset Management Financial Services | $22.0M | 4.78% | -$263.5K Sold | 0.01% 18.8K shares | |
Oil & Gas Midstream Energy | $21.6M | 4.70% | -$308.8K Sold | 0.02% 428.0K shares | |
Specialty Retail Consumer Cyclical | $21.0M | 4.57% | -$389.7K Sold | 0.00% 95.8K shares | |
Financial - Credit Services Financial Services | $20.8M | 4.53% | -$96.6K Sold | 0.00% 61.0K shares | |
Consumer Electronics Technology | $20.8M | 4.52% | -$282.4K Sold | 0.00% 81.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Osher Van de Voorde Investment Management's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+5.94% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-21.03% | |
-9.52% | |
-7.53% | |
-6.38% |
Analytics
Portfolio insights and performance metrics for Osher Van de Voorde Investment Management
GthenA