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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 $454,566,252
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Inc.
 BLK 29,024 $23,561,683 5.18%
2.
Alphabet Inc.
 GOOG 166,800 $23,300,292 5.12%
3.
Jpmorgan Chase & Co
 JPM 136,099 $23,150,440 5.09%
4.
Visa Inc.
 V 85,295 $22,206,553 4.88%
5.
Microsoft Corp
 MSFT 57,793 $21,732,461 4.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)