DAVIS-REA LTD. Concentrated Active

CIK: 0001482171 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 20, 2020

Total Value ($000): $131,206 (100.0% shares, 0.0% debt)

Holdings (49)

AMZN AMAZON.COM INC 7.2%
Value ($000) $9,474 Shares 3,434 Est. Cost $43.01 Unrealized +180.8%
TD TORONTO DOMINION BANK 6.3%
Value ($000) $8,240 Shares 185,200 Est. Cost $41.97 Unrealized +1.4%
GOOGL ALPHABET INC CL-A 5.1%
Value ($000) $6,651 Shares 4,690 Est. Cost $53.65 Unrealized +24.7%
DHR DANAHER CORP 4.9%
Value ($000) $6,369 Shares 35,981 Est. Cost $26.41 Unrealized +430.3%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 4.7%
Value ($000) $6,195 Shares 150,845 Est. Cost $42.39 Unrealized
ACN ACCENTURE PLC-CL A 4.6%
Value ($000) $6,069 Shares 28,267 Est. Cost $129.69 Unrealized +34.6%
SYK STRYKER CORP 4.5%
Value ($000) $5,920 Shares 32,750 Est. Cost $68.82 Unrealized +152.4%
BROOKFIELD ASSET MANAGEMENT INC 4.5%
Value ($000) $5,904 Shares 179,936 Est. Cost $31.99 Unrealized
SWK STANLEY BLACK & DECKER INC 3.9%
Value ($000) $5,056 Shares 36,272 Est. Cost $68.02 Unrealized +48.7%
JPM JPMORGAN CHASE & CO 3.8%
Value ($000) $4,987 Shares 53,021 Est. Cost $75.70 Unrealized +8.0%
RY ROYAL BANK OF CANADA 3.5%
Value ($000) $4,555 Shares 67,346 Est. Cost $59.50 Unrealized +6.9%
AAPL APPLE INC 3.1%
Value ($000) $4,065 Shares 11,143 Est. Cost $24.27 Unrealized +209.5%
SNPS SYNOPSYS INC 3.0%
Value ($000) $3,878 Shares 19,888 Est. Cost $102.11 Unrealized +61.6%
MCD McDONALD'S CORP 2.8%
Value ($000) $3,718 Shares 20,156 Est. Cost $78.79 Unrealized +104.3%
FTS FORTIS INC 2.3%
Value ($000) $3,029 Shares 79,902 Est. Cost $22.16 Unrealized +38.7%
V VISA INC CLASS-A 2.2%
Value ($000) $2,913 Shares 15,080 Est. Cost $177.28 Unrealized -1.0%
ENB ENBRIDGE INC 2.1%
Value ($000) $2,798 Shares 92,303 Est. Cost $23.28 Unrealized -9.4%
ROK ROCKWELL AUTOMATION INC 2.1%
Value ($000) $2,742 Shares 12,871 Est. Cost $151.18 Unrealized +16.1%
BCE BCE INC 2.0%
Value ($000) $2,624 Shares 62,192 Est. Cost $22.32 Unrealized +25.8%
MSFT MICROSOFT CORPORATION 1.9%
Value ($000) $2,534 Shares 12,453 Est. Cost $144.67 Unrealized +19.6%
PNC PNC FINANCIAL SERVICES GROUP 1.9%
Value ($000) $2,492 Shares 23,682 Est. Cost $110.79 Unrealized -22.4%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $2,366 Shares 6,527 Est. Cost $274.78 Unrealized +20.2%
RAYTHEON TECHNOLOGIES CORP 1.7%
Value ($000) $2,241 Shares 36,361 Est. Cost $105.81 Unrealized
C CITIGROUP INC 1.7%
Value ($000) $2,179 Shares 42,650 Est. Cost $50.33 Unrealized -23.1%
DIS WALT DISNEY CO. 1.6%
Value ($000) $2,107 Shares 18,897 Est. Cost $86.40 Unrealized +24.8%
BNS BANK OF NOVA SCOTIA 1.6%
Value ($000) $2,055 Shares 49,809 Est. Cost $31.75 Unrealized -7.2%
CTAS CINTAS CORPORATION 1.5%
Value ($000) $2,021 Shares 7,589 Est. Cost $54.66 Unrealized 0.0%
BAC BANK OF AMERICA CORP 1.5%
Value ($000) $1,933 Shares 81,405 Est. Cost $25.11 Unrealized -18.1%
HD HOME DEPOT INC 1.4%
Value ($000) $1,875 Shares 7,485 Est. Cost $194.53 Unrealized +2.7%
META FACEBOOK INC CL-A 1.4%
Value ($000) $1,845 Shares 8,125 Est. Cost $207.33 Unrealized 0.0%
FDX FEDEX CORP 1.4%
Value ($000) $1,783 Shares 12,658 Est. Cost $153.14 Unrealized -26.1%
PEP PEPSICO INC 1.3%
Value ($000) $1,708 Shares 12,911 Est. Cost $59.54 Unrealized +86.1%
UNH UNITED HEALTH GROUP INC 1.3%
Value ($000) $1,651 Shares 5,597 Est. Cost $238.39 Unrealized +9.5%
FTV FORTIVE CORP 1.0%
Value ($000) $1,265 Shares 18,692 Est. Cost $30.88 Unrealized +23.4%
MEDTRONIC PLC 0.9%
Value ($000) $1,139 Shares 12,338 Est. Cost $66.89 Unrealized
BMO BANK OF MONTREAL 0.7%
Value ($000) $939 Shares 17,692 Est. Cost $39.09 Unrealized +2.7%
BROOKFIELD INFRASTRUCTURE PARTNERS CO. 0.7%
Value ($000) $855 Shares 18,829 Est. Cost $36.33 Unrealized
PBA PEMBINA PIPELINE CORP 0.4%
Value ($000) $573 Shares 22,838 Est. Cost $14.57 Unrealized +16.2%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $500 Shares 1,613 Est. Cost $222.53 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $423 Shares 2,500 Est. Cost $113.06 Unrealized +25.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $344 Shares 2,448 Est. Cost $65.27 Unrealized +90.3%
VOO VANGUARD S&P 500 INDEX ETF 0.2%
Value ($000) $328 Shares 5,960 Est. Cost $54.41 Unrealized
TRP TC ENERGY CORP 0.2%
Value ($000) $231 Shares 5,351 Est. Cost $33.46 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $213 Shares 1,785 Est. Cost $101.53 Unrealized 0.0%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $172 Shares 10,253 Est. Cost $13.72 Unrealized 0.0%
AQN ALGONQUIN POWER & UTILITIES 0.1%
Value ($000) $161 Shares 12,334 Est. Cost $10.76 Unrealized -5.0%
VET VERMILION ENERGY INC 0.0%
Value ($000) $48 Shares 10,880 Est. Cost $11.16 Unrealized -57.8%
NAK NORTHERN DYNASTY MINERALS 0.0%
Value ($000) $28 Shares 20,000 Est. Cost $0.47 Unrealized +96.7%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $10 Shares 19,780 Est. Cost $1.28 Unrealized -73.3%