DAVIS-REA LTD. Concentrated Active

CIK: 0001482171 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 11, 2019

Total Value ($000): $170,174 (100.0% shares, 0.0% debt)

Holdings (54)

TD TORONTO DOMINION BANK 7.0%
Value ($000) $11,927 Shares 219,786 Est. Cost $41.97 Unrealized +31.7%
BNS BANK OF NOVA SCOTIA 5.1%
Value ($000) $8,714 Shares 163,697 Est. Cost $31.75 Unrealized +19.4%
SYK STRYKER CORP 4.8%
Value ($000) $8,218 Shares 41,496 Est. Cost $68.82 Unrealized +142.8%
DHR DANAHER 4.8%
Value ($000) $8,108 Shares 61,333 Est. Cost $26.41 Unrealized +276.4%
AMZN AMAZON.COM 4.6%
Value ($000) $7,775 Shares 4,366 Est. Cost $41.23 Unrealized +101.8%
GOOGL ALGONQUIN PWR & UTILITIES 4.5%
Value ($000) $7,722 Shares 18,767 Est. Cost $53.65 Unrealized +4.4%
BROOKFIELD ASSET MGMT-A LV 4.4%
Value ($000) $7,548 Shares 162,016 Est. Cost $31.61 Unrealized
JPM JP MORGAN CHASE 3.7%
Value ($000) $6,327 Shares 62,504 Est. Cost $74.75 Unrealized +14.2%
DIS DISNEY (WALT) COMPANY 3.6%
Value ($000) $6,119 Shares 55,112 Est. Cost $85.53 Unrealized +26.1%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 3.5%
Value ($000) $6,028 Shares 143,972 Est. Cost $42.30 Unrealized
SWK STANLEY BLACK & DECKER INC 3.4%
Value ($000) $5,828 Shares 42,796 Est. Cost $68.02 Unrealized +56.8%
RY ROYAL BANK OF CANADA 3.3%
Value ($000) $5,661 Shares 75,036 Est. Cost $59.39 Unrealized +27.4%
ACN ACCENTURE PLC CL-A 3.2%
Value ($000) $5,494 Shares 31,211 Est. Cost $129.05 Unrealized +10.1%
GS GOLDMAN SACHS GROUP 2.8%
Value ($000) $4,719 Shares 24,578 Est. Cost $192.84 Unrealized -14.9%
CVE CENOVUS ENERGY 2.8%
Value ($000) $4,716 Shares 543,300 Est. Cost $7.20 Unrealized +1.0%
MCD McDONALD'S CORP 2.6%
Value ($000) $4,366 Shares 22,993 Est. Cost $74.48 Unrealized +107.6%
BKNG BOOKING HOLDINGS INC. 2.4%
Value ($000) $4,087 Shares 2,342 Est. Cost $1904.78 Unrealized -7.8%
WFC WELLS FARGO 2.4%
Value ($000) $4,033 Shares 83,466 Est. Cost $44.12 Unrealized -7.6%
ENB ENBRIDGE 2.3%
Value ($000) $3,989 Shares 110,138 Est. Cost $23.28 Unrealized -1.6%
CNTTQ CANNTRUST HOLDINGS INC 2.3%
Value ($000) $3,846 Shares 496,135 Est. Cost $7.87 Unrealized 0.0%
FTS FORTIS 2.1%
Value ($000) $3,491 Shares 94,463 Est. Cost $22.16 Unrealized +23.6%
BCE BCE INC 1.9%
Value ($000) $3,268 Shares 72,639 Est. Cost $22.32 Unrealized +23.3%
PNC PNC FINANCIAL SERV GROUP 1.8%
Value ($000) $3,004 Shares 24,489 Est. Cost $110.79 Unrealized -12.6%
FTV FORTIVE CORP 1.6%
Value ($000) $2,722 Shares 32,449 Est. Cost $30.88 Unrealized +53.3%
AAPL APPLE INC 1.5%
Value ($000) $2,576 Shares 13,559 Est. Cost $24.27 Unrealized +66.6%
C CITIGROUP NEW 1.4%
Value ($000) $2,370 Shares 38,085 Est. Cost $40.95 Unrealized +19.1%
RAYTHEON CO. 1.4%
Value ($000) $2,321 Shares 12,745 Est. Cost $163.95 Unrealized
PEP PEPSICO 1.3%
Value ($000) $2,166 Shares 17,672 Est. Cost $59.54 Unrealized +55.3%
DOWDUPONT INC 1.2%
Value ($000) $2,082 Shares 39,047 Est. Cost $53.43 Unrealized
SNPS SYNOPSYS INC 1.2%
Value ($000) $2,053 Shares 17,830 Est. Cost $99.10 Unrealized 0.0%
BMO BANK OF MONTREAL 1.2%
Value ($000) $1,997 Shares 26,691 Est. Cost $39.09 Unrealized +41.2%
BTE BAYTEX ENERGY 1.1%
Value ($000) $1,867 Shares 1,099,337 Est. Cost $2.92 Unrealized -42.9%
MEDTRONIC PLC 1.0%
Value ($000) $1,705 Shares 18,718 Est. Cost $66.89 Unrealized
IMO IMPERIAL OIL 1.0%
Value ($000) $1,650 Shares 60,452 Est. Cost $31.16 Unrealized -27.8%
XOM EXXON MOBIL 0.9%
Value ($000) $1,498 Shares 18,541 Est. Cost $53.71 Unrealized +3.2%
APTIV PLC 0.7%
Value ($000) $1,234 Shares 15,525 Est. Cost $84.88 Unrealized
PBA PEMBINA PIPELINE 0.6%
Value ($000) $1,058 Shares 28,696 Est. Cost $14.29 Unrealized +68.9%
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $788 Shares 4,493 Est. Cost $149.99 Unrealized 0.0%
FDX FEDEX 0.5%
Value ($000) $775 Shares 4,270 Est. Cost $155.84 Unrealized 0.0%
BAC BANK OF AMERICA 0.4%
Value ($000) $761 Shares 27,590 Est. Cost $22.80 Unrealized +4.8%
AQN ALCANNA CONV DEB 4.70 JAN 31/22 0.4%
Value ($000) $720 Shares 1,000,000 Est. Cost $6.95 Unrealized +11.1%
MSFT MICROSOFT 0.4%
Value ($000) $687 Shares 5,822 Est. Cost $28.21 Unrealized +262.6%
BHP BHP BILLITON -ADR- 0.3%
Value ($000) $563 Shares 10,291 Est. Cost $40.97 Unrealized
VET VERMILION ENERGY INC 0.3%
Value ($000) $451 Shares 18,155 Est. Cost $33.41 Unrealized -26.7%
SU SUNCOR ENERGY 0.3%
Value ($000) $438 Shares 13,522 Est. Cost $21.02 Unrealized +17.9%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $430 Shares 1,522 Est. Cost $217.57 Unrealized
UNP UNION PACIFIC 0.2%
Value ($000) $418 Shares 2,500 Est. Cost $113.06 Unrealized +22.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $404 Shares 2,890 Est. Cost $60.08 Unrealized +83.7%
ELV ANTHEM INC 0.2%
Value ($000) $344 Shares 1,200 Est. Cost $141.45 Unrealized +86.4%
MMM 3M COMPANY 0.2%
Value ($000) $270 Shares 1,300 Est. Cost $150.16 Unrealized -12.7%
CTAS CINTAS CORP 0.1%
Value ($000) $243 Shares 1,200 Est. Cost $38.40 Unrealized +18.0%
BP BP PLC -ADR- 0.1%
Value ($000) $213 Shares 4,875 Est. Cost $43.69 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $210 Shares 4,620 Est. Cost $45.45 Unrealized
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $172 Shares 10,186 Est. Cost $16.26 Unrealized 0.0%