DAVIS-REA LTD. Concentrated Active

CIK: 0001482171 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 8, 2019

Total Value ($000): $173,698 (100.0% shares, 0.0% debt)

Holdings (57)

TD TORONTO DOMINION BANK 7.2%
Value ($000) $12,422 Shares 212,595 Est. Cost $41.97 Unrealized +34.0%
DHR DANAHER 5.0%
Value ($000) $8,623 Shares 60,262 Est. Cost $26.41 Unrealized +335.3%
AMZN AMAZON.COM INC. 4.7%
Value ($000) $8,241 Shares 4,352 Est. Cost $41.23 Unrealized +125.9%
SYK STRYKER CORP 4.6%
Value ($000) $7,989 Shares 38,762 Est. Cost $68.82 Unrealized +158.3%
BROOKFIELD ASSET MGMT-A LV 4.2%
Value ($000) $7,314 Shares 152,883 Est. Cost $31.61 Unrealized
JPM JP MORGAN CHASE 4.1%
Value ($000) $7,204 Shares 64,434 Est. Cost $75.27 Unrealized +22.2%
GOOGL ALGONQUIN PWR & UTILITIES 3.7%
Value ($000) $6,346 Shares 18,049 Est. Cost $53.65 Unrealized +7.1%
DIS THE WALT DISNEY COMPANY 3.6%
Value ($000) $6,327 Shares 45,308 Est. Cost $85.53 Unrealized +49.7%
SWK STANLEY BLACK & DECKER INC 3.6%
Value ($000) $6,189 Shares 42,798 Est. Cost $68.02 Unrealized +70.2%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 3.6%
Value ($000) $6,187 Shares 144,082 Est. Cost $42.30 Unrealized
BNS BANK OF NOVA SCOTIA 3.5%
Value ($000) $6,157 Shares 114,625 Est. Cost $31.75 Unrealized +17.8%
ACN ACCENTURE PLC CL-A 3.4%
Value ($000) $5,875 Shares 31,794 Est. Cost $129.69 Unrealized +26.2%
RY ROYAL BANK OF CANADA 3.3%
Value ($000) $5,681 Shares 71,486 Est. Cost $59.39 Unrealized +31.6%
GS GOLDMAN SACHS GROUP 2.9%
Value ($000) $4,975 Shares 24,315 Est. Cost $192.84 Unrealized -12.3%
MCD McDONALD'S CORP 2.8%
Value ($000) $4,815 Shares 23,188 Est. Cost $74.48 Unrealized +127.9%
CVE CENOVUS ENERGY 2.7%
Value ($000) $4,620 Shares 523,790 Est. Cost $7.20 Unrealized +10.0%
WFC WELLS FARGO 2.3%
Value ($000) $4,023 Shares 85,014 Est. Cost $44.02 Unrealized -11.2%
ENB ENBRIDGE 2.2%
Value ($000) $3,831 Shares 106,068 Est. Cost $23.28 Unrealized +0.9%
FTS FORTIS 2.1%
Value ($000) $3,624 Shares 91,768 Est. Cost $22.16 Unrealized +32.8%
BKNG BOOKING HOLDINGS INC. 2.0%
Value ($000) $3,528 Shares 1,882 Est. Cost $1904.78 Unrealized -7.2%
PNC PNC FINANCIAL SERV GROUP 1.9%
Value ($000) $3,358 Shares 24,460 Est. Cost $110.79 Unrealized -6.0%
BCE BCE INC 1.8%
Value ($000) $3,187 Shares 69,144 Est. Cost $22.32 Unrealized +30.7%
RAYTHEON CO. 1.8%
Value ($000) $3,040 Shares 17,483 Est. Cost $166.64 Unrealized
CNTTQ CANNTRUST HOLDINGS INC 1.5%
Value ($000) $2,669 Shares 532,785 Est. Cost $7.75 Unrealized -21.1%
FTV FORTIVE CORP 1.5%
Value ($000) $2,649 Shares 32,499 Est. Cost $30.88 Unrealized +63.5%
C CITIGROUP NEW 1.5%
Value ($000) $2,645 Shares 37,775 Est. Cost $40.95 Unrealized +29.2%
AAPL APPLE INC 1.5%
Value ($000) $2,633 Shares 13,302 Est. Cost $24.27 Unrealized +92.1%
SNPS SYNOPSYS INC 1.5%
Value ($000) $2,530 Shares 19,660 Est. Cost $101.07 Unrealized +19.0%
PEP PEPSICO 1.3%
Value ($000) $2,279 Shares 17,377 Est. Cost $59.54 Unrealized +75.9%
ROK ROCKWELL AUTOMATION INC 1.3%
Value ($000) $2,197 Shares 13,408 Est. Cost $149.93 Unrealized -0.0%
FDX FEDEX 1.2%
Value ($000) $2,114 Shares 12,823 Est. Cost $155.19 Unrealized -0.2%
BMO BANK OF MONTREAL 1.1%
Value ($000) $1,903 Shares 25,192 Est. Cost $39.09 Unrealized +47.4%
MEDTRONIC PLC 1.0%
Value ($000) $1,813 Shares 18,618 Est. Cost $66.89 Unrealized
IMO IMPERIAL OIL 0.9%
Value ($000) $1,641 Shares 59,337 Est. Cost $31.16 Unrealized -25.2%
BTE BAYTEX ENERGY 0.9%
Value ($000) $1,492 Shares 962,600 Est. Cost $2.92 Unrealized -40.9%
TMO THERMO FISHER SCIENTIFIC INC. 0.8%
Value ($000) $1,443 Shares 4,911 Est. Cost $270.70 Unrealized 0.0%
APTIV PLC 0.7%
Value ($000) $1,266 Shares 15,666 Est. Cost $84.88 Unrealized
XOM EXXON MOBIL 0.6%
Value ($000) $1,038 Shares 13,541 Est. Cost $53.71 Unrealized +5.9%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $995 Shares 13,258 Est. Cost $27.24 Unrealized 0.0%
PBA PEMBINA PIPELINE 0.6%
Value ($000) $964 Shares 25,795 Est. Cost $14.29 Unrealized +75.8%
BAC BANK OF AMERICA 0.5%
Value ($000) $800 Shares 27,590 Est. Cost $22.80 Unrealized +7.4%
AQN ALCANNA CONV DEB 4.70 JAN 31/22 0.4%
Value ($000) $759 Shares 1,000,000 Est. Cost $6.95 Unrealized +20.3%
MSFT MICROSOFT 0.4%
Value ($000) $752 Shares 5,613 Est. Cost $28.21 Unrealized +323.7%
SSNC SS&C TECHNOLGIES 0.4%
Value ($000) $709 Shares 12,300 Est. Cost $60.26 Unrealized 0.0%
DOW DOW INC. 0.4%
Value ($000) $671 Shares 13,612 Est. Cost $36.37 Unrealized 0.0%
BHP BHP BILLITON -ADR- 0.3%
Value ($000) $598 Shares 10,291 Est. Cost $40.97 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $449 Shares 1,524 Est. Cost $217.57 Unrealized
UNP UNION PACIFIC 0.2%
Value ($000) $423 Shares 2,500 Est. Cost $113.06 Unrealized +30.7%
SU SUNCOR ENERGY 0.2%
Value ($000) $408 Shares 13,072 Est. Cost $21.02 Unrealized +17.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $403 Shares 2,890 Est. Cost $60.08 Unrealized +91.0%
CTVA CORTEVA INC. 0.2%
Value ($000) $392 Shares 13,258 Est. Cost $25.02 Unrealized 0.0%
VET VERMILION ENERGY INC 0.2%
Value ($000) $368 Shares 16,787 Est. Cost $33.41 Unrealized -30.2%
ELV ANTHEM INC 0.2%
Value ($000) $339 Shares 1,200 Est. Cost $141.45 Unrealized +76.6%
CTAS CINTAS CORP 0.2%
Value ($000) $285 Shares 1,200 Est. Cost $38.40 Unrealized +34.9%
MMM 3M COMPANY 0.1%
Value ($000) $225 Shares 1,300 Est. Cost $150.16 Unrealized -19.7%
TRP TC ENERGY CORP 0.1%
Value ($000) $217 Shares 4,368 Est. Cost $34.25 Unrealized 0.0%
ORGANIGRAM HOLDINGS INC 0.0%
Value ($000) $73 Shares 11,388 Est. Cost $6.41 Unrealized