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Home > Institutional Investor > Osher Van De Voorde Investment Management > Profile

Instuitional Investor - Osher Van De Voorde Investment Management

Fund Profile
Filing Period:
Fund Name: Osher Van De Voorde Investment Management
Portfolio Value $442,181,655
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Visa Inc.
 V 66,666 $23,363,766 5.28%
2.
Amgen Inc
 AMGN 69,614 $21,688,242 4.9%
3.
Chevron Corp
 CVX 124,865 $20,888,666 4.72%
4.
Berkshire Hathaway Inc
 BRK.A 38,856 $20,693,928 4.68%
5.
Medtronic Plc
 MDT 223,940 $20,123,248 4.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)