Osher Van de Voorde Investment Management Portfolio Holdings
Q3 2025•29 long positions•$459.8M portfolio value
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Holding30 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Internet Content & Information Communication Services | $25.4M 5.53% | -$2.1M Sold | 0.001% 104.6K shares | 113.2K → 104.6K −$2.1M | -7.53% | $2.95T Mega Cap | Q3 2018 Held for 7y 2m | |
Hardware, Equipment & Parts Technology | $25.1M 5.46% | -$6.7M Sold | 0.036% 305.9K shares | 387.4K → 305.9K −$6.7M | -21.03% | $70.3B Large Cap | Q1 2024 Held for 1y 8m | |
Hardware, Equipment & Parts Technology | $23.9M 5.19% | -$2.5M Sold | 0.037% 108.7K shares | 120.1K → 108.7K −$2.5M | -9.52% | $64.9B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $23.7M 5.15% | -$354.8K Sold | 0.001% 45.7K shares | 46.4K → 45.7K −$354.8K | -1.48% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $22.6M 4.91% | -$228.7K Sold | 0.003% 71.6K shares | 72.3K → 71.6K −$228.7K | -1.0% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $22.0M 4.78% | -$263.5K Sold | 0.012% 18.8K shares | 19.1K → 18.8K −$263.5K | -1.19% | $180.54B Large Cap | Q4 2018 Held for 6y 11m | |
Oil & Gas Midstream Energy | $21.6M 4.7% | -$308.8K Sold | 0.02% 428.0K shares | 434.1K → 428.0K −$308.8K | -1.41% | $110.03B Large Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $21.0M 4.57% | -$389.7K Sold | 0.001% 95.8K shares | 97.6K → 95.8K −$389.7K | -1.82% | $2.34T Mega Cap | Q1 2018 Held for 7y 8m | |
Financial - Credit Services Financial Services | $20.8M 4.53% | -$96.6K Sold | 0.003% 61.0K shares | 61.3K → 61.0K −$96.6K | -0.46% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $20.8M 4.52% | -$282.4K Sold | 0.001% 81.6K shares | 82.7K → 81.6K −$282.4K | -1.34% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $20.5M 4.47% | -$1.4M Sold | 0.028% 156.6K shares | 167.2K → 156.6K −$1.4M | -6.38% | $73.8B Large Cap | Q1 2023 Held for 2y 8m | |
Medical - Devices Healthcare | $20.5M 4.46% | -$257.1K Sold | 0.017% 215.1K shares | 217.8K → 215.1K −$257.1K | -1.24% | $122.16B Large Cap | Q1 2023 Held for 2y 8m | |
Oil & Gas Integrated Energy | $19.2M 4.17% | -$302.0K Sold | 0.006% 123.6K shares | 125.5K → 123.6K −$302.0K | -1.55% | $312.88B Mega Cap | Q3 2022 Held for 3y 2m | |
Regulated Electric Utilities | $18.6M 4.05% | -$154.4K Sold | 0.012% 246.4K shares | 248.4K → 246.4K −$154.4K | -0.82% | $155.46B Large Cap | Q3 2023 Held for 2y 2m | |
Beverages - Non-Alcoholic Consumer Defensive | $18.5M 4.03% | -$270.3K Sold | 0.01% 132.0K shares | 133.9K → 132.0K −$270.3K | -1.44% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $18.5M 4.02% | -$143.1K Sold | 0.012% 65.4K shares | 65.9K → 65.4K −$143.1K | -0.77% | $151.93B Large Cap | Q1 2020 Held for 5y 8m | |
Insurance - Diversified Financial Services | $18.3M 3.99% | -$92.0K Sold | 0.002% 36.5K shares | 36.6K → 36.5K −$92.0K | -0.5% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Conglomerates Industrials | $18.3M 3.98% | +$1.0M Bought | 0.014% 87.0K shares | 82.1K → 87.0K +$1.0M | +5.94% | $133.65B Large Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $17.9M 3.88% | -$666.9K Sold | 0.011% 97.2K shares | 100.9K → 97.2K −$666.9K | -3.6% | $167.04B Large Cap | Q4 2018 Held for 6y 11m | |
Chemicals - Specialty Basic Materials | $17.4M 3.79% | -$193.6K Sold | 0.029% 64.0K shares | 64.7K → 64.0K −$193.6K | -1.1% | $60.7B Large Cap | Q1 2022 Held for 3y 8m | |
Railroads Industrials | $16.4M 3.57% | -$85.8K Sold | 0.028% 174.2K shares | 175.1K → 174.2K −$85.8K | -0.52% | $58.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - Specialty & Generic Healthcare | $15.9M 3.45% | +$15.9M New | 0.024% 108.5K shares | 0 → 108.5K +$15.9M | New | $64.8B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $7.3M 1.59% | -$65.3K Sold | 0.0% 39.2K shares | 39.5K → 39.2K −$65.3K | -0.89% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $2.6M 0.565% | -$42.9K Sold | 0.0% 7.9K shares | 8.0K → 7.9K −$42.9K | -1.63% | $1.56T Mega Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $1.2M 0.264% | — | 0.0% 5.0K shares | — | — | $2.95T Mega Cap | Q3 2018 Held for 7y 2m | |
Discount Stores Consumer Defensive | $788.6K 0.172% | — | 0.0% 852.0 shares | — | — | $410.27B Mega Cap | Q4 2022 Held for 2y 11m | |
Apparel - Retail Consumer Cyclical | $578.2K 0.126% | — | 0.0% 4.0K shares | — | — | $160.86B Large Cap | Q2 2025 Held for 5 months | |
Business Equipment & Supplies Industrials | $238.7K 0.052% | — | 0.002% 1.5K shares | — | — | $12.6B Large Cap | Q3 2020 Held for 5y 2m | |
Travel Services Consumer Cyclical | $153.6K 0.033% | — | 0.022% 12.0K shares | — | — | $701.3M Small Cap | Q2 2022 Held for 3y 5m | |
Information Technology Services Technology | - — | -$18.7M Sold | — - shares | 62.7K → 0 −$18.7M | Sold | $187.30B Large Cap | Q2 2023 Held for 2y 5m |
