Osher Van de Voorde Investment Management's Q4 2022 vs. Q1 2023 13F Holdings Comparison Report: Insights into the Fund's Investment Strategy and Changes in Holdings.

Osher Van de Voorde Investment Management has released its Q4 2022 vs. Q1 2023 13F Holdings Comparison report. The report details the changes in holdings of the fund and provides valuable insight into the fund's investment strategy.

The report begins by listing the holdings of the fund during Q4 2022 and Q1 2023. The holdings are categorized into Sym, Issuer Name, Option Type, Q4 2022 (SHARES), Q1 2023 (SHARES), Q4 2022 VALUE ($000), Q1 2023 VALUE ($000), and Chg %. The report shows that the number of shares has decreased for some companies while for others, it has increased.

One of the companies whose share value decreased is Air Pros & Chems Inc (APD). In Q4 2022, the fund held 69252 shares worth $21347, while in Q1 2023, the fund held 68027 shares worth $19538, representing an 8.5% decrease in share value. Starbucks Corp (SBUX) is another company whose share value decreased. During Q4 2022, the fund held 196380 shares worth $19480, while in Q1 2023, the fund held 173825 shares worth $18100, representing a 7.1% decrease in share value.

However, it's not all bad news for the fund, as some companies recorded an increase in share value. Alphabet Inc. (GOOG) had the highest increase in share value, with the fund holding 180890 shares worth $15959 in Q4 2022, while in Q1 2023, the fund held 177790 shares worth $18442. This represents a 15.6% increase in share value. Texas Instruments Inc. (TXN) also had a significant increase in share value, with the fund holding 93723 shares worth $15484 in Q4 2022, while in Q1 2023, the fund held 92023 shares worth $17117. This represents a 10.5% increase in share value.

In addition, some companies recorded a minimal increase in share value. Apple Computer Inc (AAPL) had a 4.5% increase in share value, with the fund holding 105960 shares worth $13767 in Q4 2022, while in Q1 2023, the fund held 87286 shares worth $14393. Avery Dennison Corp (AVY) also had a 1.1% increase in share value, with the fund holding 1472 shares worth $266 in Q4 2022, while in Q1 2023, the fund held 1472 shares worth $263.

However, not all companies recorded an increase in share value. Some recorded a significant decrease in share value. For instance, Charles Schwab Corp (SCHW) had the most significant decrease in share value, with the fund holding 214790 shares worth $17883 in Q4 2022. In contrast, in Q1 2023, the fund held 204480 shares worth $10710, representing a massive 40.1% decrease in share value. Qualcomm Inc (QCOM) also recorded a significant decrease in share value, with the fund holding 133951 shares worth $14726 in Q4 2022, while in Q1 2023, the fund held only 4000 shares worth $510. This represents a massive 96.5% decrease in share value.

The report also provides some insight into the investment strategy of Osher Van de Voorde Investment Management. The fund is seen to be more bullish on tech companies, with both Alphabet Inc (GOOG) and Microsoft Corp (MSFT) recording significant gains in share value. Furthermore, the fund has diversified its investments by investing in companies from various sectors, including healthcare, retail, energy, and transportation.

In conclusion, the Osher Van de Voorde Investment Management Q4 2022 vs. Q1 2023 13F Holdings Comparison report provides valuable insight into the changes in holdings of the fund. The report shows that the fund is more bullish on tech companies and that it has diversified its investments by investing in companies from various sectors. However, while some companies recorded an increase in share value, some recorded significant decreases in share value, which demonstrates the volatility of the stock market.