$361 Million is the total value of Osher Van de Voorde Investment Management's 36 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMR | New | Emerson Electric | $16,031,582 | – | 183,975 | +100.0% | 4.45% | – |
| MDT | New | Medtronic PLC | $13,908,159 | – | 172,515 | +100.0% | 3.86% | – |
| GOSS | New | Gossamer Bio Inc | $63,000 | – | 50,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway Inc-Del Cl B | 45 | Q2 2024 | 5.7% |
| Apple Computer Inc | 45 | Q2 2024 | 5.9% |
| J P Morgan Chase & Co | 45 | Q2 2024 | 5.3% |
| Pepsico Inc | 45 | Q2 2024 | 5.3% |
| Microsoft Corp | 45 | Q2 2024 | 5.3% |
| Visa Inc. | 45 | Q2 2024 | 5.4% |
| Canadian National Railway Co | 45 | Q2 2024 | 4.8% |
| United Parcel Service Inc. | 43 | Q4 2023 | 5.2% |
| Qualcomm Inc | 43 | Q4 2023 | 6.8% |
| Johnson & Johnson | 43 | Q4 2023 | 5.4% |
View Osher Van de Voorde Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-19 |
View Osher Van de Voorde Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.