DAVIS-REA LTD. Concentrated Active

CIK: 0001482171 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 4, 2020

Total Value ($000): $149,163 (100.0% shares, 0.0% debt)

Holdings (54)

AMZN AMAZON.COM INC 7.1%
Value ($000) $10,583 Shares 3,361 Est. Cost $43.01 Unrealized +266.6%
TD TORONTO DOMINION BANK 5.8%
Value ($000) $8,612 Shares 186,149 Est. Cost $41.97 Unrealized +10.9%
DHR DANAHER CORP 5.2%
Value ($000) $7,737 Shares 35,903 Est. Cost $26.41 Unrealized +557.8%
GOOGL ALPHABET INC CL-A 4.6%
Value ($000) $6,893 Shares 4,703 Est. Cost $53.65 Unrealized +41.0%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 4.5%
Value ($000) $6,697 Shares 140,626 Est. Cost $42.39 Unrealized
ACN ACCENTURE PLC-CL A 4.3%
Value ($000) $6,407 Shares 28,349 Est. Cost $129.69 Unrealized +63.7%
SYK STRYKER CORP 4.3%
Value ($000) $6,363 Shares 30,444 Est. Cost $68.82 Unrealized +166.8%
BROOKFIELD ASSET MANAGEMENT INC 4.0%
Value ($000) $5,932 Shares 179,403 Est. Cost $31.99 Unrealized
SWK STANLEY BLACK & DECKER INC 3.6%
Value ($000) $5,440 Shares 33,536 Est. Cost $68.02 Unrealized +92.8%
JPM JPMORGAN CHASE & CO 3.5%
Value ($000) $5,276 Shares 54,808 Est. Cost $76.02 Unrealized +12.4%
AAPL APPLE INC 3.5%
Value ($000) $5,149 Shares 44,463 Est. Cost $85.49 Unrealized +23.9%
RY ROYAL BANK OF CANADA 3.3%
Value ($000) $4,868 Shares 69,384 Est. Cost $59.87 Unrealized +20.1%
FDX FEDEX CORP 3.1%
Value ($000) $4,689 Shares 18,596 Est. Cost $162.02 Unrealized +11.7%
MCD McDONALD'S CORP 3.1%
Value ($000) $4,550 Shares 20,731 Est. Cost $81.63 Unrealized +122.2%
SNPS SYNOPSYS INC 2.5%
Value ($000) $3,795 Shares 17,733 Est. Cost $102.11 Unrealized +99.4%
META FACEBOOK INC CL-A 2.4%
Value ($000) $3,617 Shares 13,812 Est. Cost $227.41 Unrealized +12.6%
MSFT MICROSOFT CORPORATION 2.3%
Value ($000) $3,448 Shares 16,393 Est. Cost $158.15 Unrealized +26.9%
FTS FORTIS INC 2.2%
Value ($000) $3,242 Shares 79,360 Est. Cost $22.16 Unrealized +46.5%
V VISA INC CLASS-A 2.0%
Value ($000) $3,053 Shares 15,266 Est. Cost $177.46 Unrealized +8.3%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $2,922 Shares 6,614 Est. Cost $276.53 Unrealized +47.3%
ROK ROCKWELL AUTOMATION INC 1.9%
Value ($000) $2,859 Shares 12,954 Est. Cost $151.18 Unrealized +34.7%
PNC PNC FINANCIAL SERVICES GROUP 1.8%
Value ($000) $2,715 Shares 24,705 Est. Cost $109.87 Unrealized -19.3%
ENB ENBRIDGE INC 1.8%
Value ($000) $2,693 Shares 92,241 Est. Cost $23.28 Unrealized -5.5%
BCE BCE INC 1.8%
Value ($000) $2,639 Shares 62,749 Est. Cost $22.32 Unrealized +31.2%
CTAS CINTAS CORPORATION 1.7%
Value ($000) $2,577 Shares 7,742 Est. Cost $55.02 Unrealized +32.5%
DIS WALT DISNEY CO. 1.6%
Value ($000) $2,341 Shares 18,865 Est. Cost $86.40 Unrealized +41.3%
HD HOME DEPOT INC 1.5%
Value ($000) $2,235 Shares 8,049 Est. Cost $197.55 Unrealized +20.3%
BAC BANK OF AMERICA CORP 1.5%
Value ($000) $2,230 Shares 92,590 Est. Cost $24.71 Unrealized -11.7%
RAYTHEON TECHNOLOGIES CORP 1.4%
Value ($000) $2,135 Shares 37,109 Est. Cost $104.84 Unrealized
BNS BANK OF NOVA SCOTIA 1.3%
Value ($000) $1,967 Shares 47,379 Est. Cost $31.75 Unrealized -0.9%
UNH UNITED HEALTH GROUP INC 1.3%
Value ($000) $1,918 Shares 6,152 Est. Cost $242.25 Unrealized +16.1%
C CITIGROUP INC 1.3%
Value ($000) $1,908 Shares 44,253 Est. Cost $50.00 Unrealized -18.0%
PEP PEPSICO INC 1.2%
Value ($000) $1,789 Shares 12,911 Est. Cost $59.54 Unrealized +93.4%
FTV FORTIVE CORP 1.0%
Value ($000) $1,425 Shares 18,692 Est. Cost $30.88 Unrealized +44.4%
MEDTRONIC PLC 0.9%
Value ($000) $1,289 Shares 12,338 Est. Cost $66.89 Unrealized
BROOKFIELD INFRASTRUCTURE PARTNERS CO. 0.8%
Value ($000) $1,144 Shares 20,663 Est. Cost $38.02 Unrealized
BMO BANK OF MONTREAL 0.7%
Value ($000) $979 Shares 16,768 Est. Cost $39.09 Unrealized +18.3%
BROOKFIELD RENEWABLE CORP 0.5%
Value ($000) $755 Shares 12,884 Est. Cost $58.60 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $542 Shares 1,613 Est. Cost $222.53 Unrealized
AMERICAN WELL CORPORATION 0.3%
Value ($000) $504 Shares 17,000 Est. Cost $29.65 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $492 Shares 2,500 Est. Cost $113.06 Unrealized +45.8%
PBA PEMBINA PIPELINE CORP 0.3%
Value ($000) $488 Shares 22,838 Est. Cost $14.57 Unrealized +25.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $364 Shares 2,448 Est. Cost $65.27 Unrealized +94.6%
VOO VANGUARD S&P 500 INDEX ETF 0.2%
Value ($000) $360 Shares 6,015 Est. Cost $54.41 Unrealized
ZM ZOOM VIDEO COMM INC CL-A 0.2%
Value ($000) $282 Shares 600 Est. Cost $319.79 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $248 Shares 1,785 Est. Cost $101.53 Unrealized +14.6%
BEP BROOKFIELD RENEWABLE PARTNERS LP 0.2%
Value ($000) $229 Shares 4,353 Est. Cost $52.61 Unrealized
TRP TC ENERGY CORP 0.2%
Value ($000) $228 Shares 5,352 Est. Cost $33.46 Unrealized +3.3%
MMM 3M COMPANY 0.1%
Value ($000) $200 Shares 1,250 Est. Cost $110.37 Unrealized 0.0%
AQN ALGONQUIN POWER & UTILITIES 0.1%
Value ($000) $181 Shares 12,336 Est. Cost $10.76 Unrealized -3.5%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $122 Shares 10,033 Est. Cost $13.72 Unrealized -7.7%
VET VERMILION ENERGY INC 0.0%
Value ($000) $25 Shares 10,880 Est. Cost $11.16 Unrealized -64.8%
NAK NORTHERN DYNASTY MINERALS 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.47 Unrealized +192.0%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $7 Shares 19,780 Est. Cost $1.28 Unrealized -64.0%