DAVIS-REA LTD. Concentrated Active

CIK: 0001482171 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 3, 2021

Total Value ($000): $187,131 (100.0% shares, 0.0% debt)

Holdings (57)

TD TORONTO DOMINION BANK 6.4%
Value ($000) $11,893 Shares 182,499 Est. Cost $41.97 Unrealized +45.5%
AMZN AMAZON.COM INC 6.1%
Value ($000) $11,445 Shares 3,699 Est. Cost $57.31 Unrealized +176.6%
GOOGL ALPHABET INC CL-A 5.1%
Value ($000) $9,618 Shares 4,663 Est. Cost $53.65 Unrealized +82.6%
JPM JPMORGAN CHASE & CO 4.6%
Value ($000) $8,566 Shares 56,267 Est. Cost $76.44 Unrealized +66.5%
DHR DANAHER CORP 4.2%
Value ($000) $7,837 Shares 34,785 Est. Cost $26.41 Unrealized +652.5%
BROOKFIELD ASSET MANAGEMENT INC 4.0%
Value ($000) $7,523 Shares 169,264 Est. Cost $31.99 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 4.0%
Value ($000) $7,503 Shares 140,910 Est. Cost $42.49 Unrealized
SYK STRYKER CORP 4.0%
Value ($000) $7,459 Shares 30,543 Est. Cost $70.34 Unrealized +223.8%
ACN ACCENTURE PLC-CL A 3.9%
Value ($000) $7,233 Shares 26,181 Est. Cost $131.84 Unrealized +83.0%
SWK STANLEY BLACK & DECKER INC 3.7%
Value ($000) $6,850 Shares 34,306 Est. Cost $69.79 Unrealized +120.5%
RY ROYAL BANK OF CANADA 3.4%
Value ($000) $6,269 Shares 68,051 Est. Cost $60.97 Unrealized +42.7%
AAPL APPLE INC 3.2%
Value ($000) $5,908 Shares 48,370 Est. Cost $88.33 Unrealized +41.6%
FDX FEDEX CORP 3.1%
Value ($000) $5,871 Shares 20,624 Est. Cost $170.48 Unrealized +37.4%
MSFT MICROSOFT CORPORATION 2.9%
Value ($000) $5,365 Shares 22,756 Est. Cost $171.76 Unrealized +29.8%
BAC BANK OF AMERICA CORP 2.7%
Value ($000) $5,118 Shares 132,283 Est. Cost $24.67 Unrealized +24.2%
MCD McDONALD'S CORP 2.6%
Value ($000) $4,794 Shares 21,387 Est. Cost $85.25 Unrealized +124.4%
SNPS SYNOPSYS INC 2.4%
Value ($000) $4,541 Shares 18,325 Est. Cost $107.32 Unrealized +136.6%
PNC PNC FINANCIAL SERVICES GROUP 2.4%
Value ($000) $4,443 Shares 25,329 Est. Cost $109.79 Unrealized +26.2%
META FACEBOOK INC CL-A 2.3%
Value ($000) $4,293 Shares 14,577 Est. Cost $230.08 Unrealized +16.2%
ROK ROCKWELL AUTOMATION INC 1.9%
Value ($000) $3,556 Shares 13,396 Est. Cost $153.79 Unrealized +52.5%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $3,401 Shares 7,448 Est. Cost $298.12 Unrealized +58.0%
HD HOME DEPOT INC 1.8%
Value ($000) $3,397 Shares 11,129 Est. Cost $210.25 Unrealized +16.3%
V VISA INC CLASS-A 1.8%
Value ($000) $3,356 Shares 15,849 Est. Cost $178.10 Unrealized +14.1%
FTS FORTIS INC 1.7%
Value ($000) $3,230 Shares 74,503 Est. Cost $22.16 Unrealized +53.3%
C CITIGROUP INC 1.7%
Value ($000) $3,213 Shares 44,160 Est. Cost $49.91 Unrealized +12.6%
RAYTHEON TECHNOLOGIES CORP 1.7%
Value ($000) $3,137 Shares 40,596 Est. Cost $102.19 Unrealized
ENB ENBRIDGE INC 1.7%
Value ($000) $3,121 Shares 85,730 Est. Cost $23.28 Unrealized +9.8%
DIS WALT DISNEY CO. 1.6%
Value ($000) $3,006 Shares 16,291 Est. Cost $86.40 Unrealized +108.5%
BNS BANK OF NOVA SCOTIA 1.6%
Value ($000) $2,950 Shares 47,199 Est. Cost $31.75 Unrealized +41.1%
CTAS CINTAS CORPORATION 1.5%
Value ($000) $2,784 Shares 8,156 Est. Cost $56.39 Unrealized +43.5%
BCE BCE INC 1.4%
Value ($000) $2,671 Shares 58,317 Est. Cost $22.32 Unrealized +41.0%
UNH UNITED HEALTH GROUP INC 1.3%
Value ($000) $2,514 Shares 6,757 Est. Cost $248.88 Unrealized +28.4%
BROOKFIELD INFRASTRUCTURE PARTNERS CORP 1.1%
Value ($000) $2,012 Shares 26,316 Est. Cost $45.35 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $1,793 Shares 12,674 Est. Cost $59.54 Unrealized +98.0%
BMO BANK OF MONTREAL 0.8%
Value ($000) $1,500 Shares 16,838 Est. Cost $39.31 Unrealized +69.9%
MEDTRONIC PLC 0.8%
Value ($000) $1,435 Shares 12,091 Est. Cost $66.89 Unrealized
FTV FORTIVE CORP 0.7%
Value ($000) $1,300 Shares 18,400 Est. Cost $30.88 Unrealized +64.1%
BROOKFIELD RENEWABLE CORP 0.5%
Value ($000) $918 Shares 19,600 Est. Cost $58.50 Unrealized
PBA PEMBINA PIPELINE CORP 0.3%
Value ($000) $628 Shares 21,617 Est. Cost $14.57 Unrealized +48.0%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $549 Shares 1,380 Est. Cost $222.53 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 0.2%
Value ($000) $445 Shares 6,295 Est. Cost $55.08 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $428 Shares 2,606 Est. Cost $70.34 Unrealized +100.1%
BEP BROOKFIELD RENEWABLE PARTNERS LP 0.2%
Value ($000) $384 Shares 9,001 Est. Cost $47.70 Unrealized
NKE NIKE INC CL-B 0.2%
Value ($000) $363 Shares 2,725 Est. Cost $123.21 Unrealized +5.2%
BRK/B BERKSHIRE HATHAWAY-B INC 0.2%
Value ($000) $344 Shares 1,346 Est. Cost $221.65 Unrealized +9.6%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $338 Shares 1,535 Est. Cost $113.06 Unrealized +66.4%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $242 Shares 1,785 Est. Cost $101.53 Unrealized +13.9%
MMM 3M COMPANY 0.1%
Value ($000) $241 Shares 1,250 Est. Cost $110.37 Unrealized +13.3%
GOOG ALPHABET INC CL-C 0.1%
Value ($000) $215 Shares 104 Est. Cost $98.47 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $210 Shares 5,800 Est. Cost $28.63 Unrealized -2.1%
TRP TC ENERGY CORP 0.1%
Value ($000) $210 Shares 4,519 Est. Cost $33.42 Unrealized +3.0%
SHOP SHOPIFY INC CL-A SVS 0.1%
Value ($000) $208 Shares 189 Est. Cost $104.97 Unrealized +15.1%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $200 Shares 300 Est. Cost $251.06 Unrealized 0.0%
AQN ALGONQUIN POWER & UTILITIES 0.1%
Value ($000) $197 Shares 12,340 Est. Cost $10.76 Unrealized +18.4%
VET VERMILION ENERGY INC 0.0%
Value ($000) $79 Shares 10,880 Est. Cost $11.16 Unrealized -44.6%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $21 Shares 19,780 Est. Cost $1.28 Unrealized -35.2%
NAK NORTHERN DYNASTY MINERALS 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.47 Unrealized +38.5%