DAVIS-REA LTD. Concentrated Active

CIK: 0001482171 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 25, 2021

Total Value ($000): $204,435 (100.0% shares, 0.0% debt)

Holdings (53)

AMZN AMAZON.COM INC 6.2%
Value ($000) $12,733 Shares 3,876 Est. Cost $63.22 Unrealized +172.8%
GOOGL ALPHABET INC CL-A 6.1%
Value ($000) $12,373 Shares 4,628 Est. Cost $53.65 Unrealized +151.7%
TD TORONTO DOMINION BANK 5.6%
Value ($000) $11,523 Shares 175,264 Est. Cost $41.97 Unrealized +58.8%
DHR DANAHER CORP 4.9%
Value ($000) $9,976 Shares 32,746 Est. Cost $26.41 Unrealized +910.3%
JPM JPMORGAN CHASE & CO 4.6%
Value ($000) $9,306 Shares 56,851 Est. Cost $77.08 Unrealized +82.0%
BROOKFIELD ASSET MANAGEMENT INC 4.4%
Value ($000) $8,918 Shares 167,572 Est. Cost $31.99 Unrealized
ACN ACCENTURE PLC-CL A 4.1%
Value ($000) $8,444 Shares 26,393 Est. Cost $131.84 Unrealized +131.7%
SYK STRYKER CORP 3.9%
Value ($000) $8,019 Shares 30,333 Est. Cost $70.34 Unrealized +262.9%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 3.9%
Value ($000) $7,878 Shares 140,105 Est. Cost $42.49 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $6,855 Shares 48,445 Est. Cost $88.33 Unrealized +62.9%
MSFT MICROSOFT CORPORATION 3.2%
Value ($000) $6,539 Shares 23,193 Est. Cost $173.33 Unrealized +62.0%
RY ROYAL BANK OF CANADA 3.2%
Value ($000) $6,513 Shares 65,906 Est. Cost $60.97 Unrealized +67.1%
SWK STANLEY BLACK & DECKER INC 3.0%
Value ($000) $6,153 Shares 35,097 Est. Cost $71.14 Unrealized +134.4%
BAC BANK OF AMERICA CORP 2.8%
Value ($000) $5,657 Shares 133,263 Est. Cost $24.67 Unrealized +46.3%
SNPS SYNOPSYS INC 2.7%
Value ($000) $5,510 Shares 18,403 Est. Cost $107.32 Unrealized +182.9%
MCD McDONALD'S CORP 2.6%
Value ($000) $5,219 Shares 21,644 Est. Cost $86.89 Unrealized +148.4%
META FACEBOOK INC CL-A 2.4%
Value ($000) $4,987 Shares 14,693 Est. Cost $230.08 Unrealized +55.5%
PNC PNC FINANCIAL SERVICES GROUP 2.4%
Value ($000) $4,946 Shares 25,280 Est. Cost $109.79 Unrealized +46.4%
FDX FEDEX CORP 2.3%
Value ($000) $4,659 Shares 21,176 Est. Cost $172.55 Unrealized +43.7%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $4,332 Shares 7,579 Est. Cost $300.81 Unrealized +80.3%
ROK ROCKWELL AUTOMATION INC 2.0%
Value ($000) $4,014 Shares 13,651 Est. Cost $156.09 Unrealized +82.4%
HD HOME DEPOT INC 1.8%
Value ($000) $3,665 Shares 11,165 Est. Cost $211.26 Unrealized +39.4%
V VISA INC CLASS-A 1.8%
Value ($000) $3,663 Shares 16,446 Est. Cost $179.82 Unrealized +26.2%
RAYTHEON TECHNOLOGIES CORP 1.8%
Value ($000) $3,641 Shares 42,353 Est. Cost $101.65 Unrealized
FTS FORTIS INC 1.5%
Value ($000) $3,125 Shares 70,927 Est. Cost $22.16 Unrealized +72.4%
CTAS CINTAS CORPORATION 1.5%
Value ($000) $3,116 Shares 8,186 Est. Cost $56.39 Unrealized +66.6%
ENB ENBRIDGE INC 1.5%
Value ($000) $3,057 Shares 77,264 Est. Cost $23.28 Unrealized +27.5%
C CITIGROUP INC 1.5%
Value ($000) $3,042 Shares 43,349 Est. Cost $50.05 Unrealized +19.2%
BCE BCE INC 1.4%
Value ($000) $2,858 Shares 56,633 Est. Cost $22.32 Unrealized +66.3%
DIS WALT DISNEY CO. 1.4%
Value ($000) $2,814 Shares 16,637 Est. Cost $87.84 Unrealized +98.3%
BNS BANK OF NOVA SCOTIA 1.3%
Value ($000) $2,758 Shares 45,114 Est. Cost $31.75 Unrealized +55.7%
UNH UNITED HEALTH GROUP INC 1.3%
Value ($000) $2,657 Shares 6,800 Est. Cost $248.88 Unrealized +54.6%
BROOKFIELD INFRASTRUCTURE CORPORATION 1.2%
Value ($000) $2,441 Shares 40,932 Est. Cost $50.37 Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $1,717 Shares 11,414 Est. Cost $59.54 Unrealized +126.7%
MEDTRONIC PLC 0.7%
Value ($000) $1,494 Shares 11,860 Est. Cost $66.89 Unrealized
BMO BANK OF MONTREAL 0.7%
Value ($000) $1,450 Shares 14,620 Est. Cost $39.31 Unrealized +113.5%
FTV FORTIVE CORP 0.6%
Value ($000) $1,266 Shares 17,939 Est. Cost $30.88 Unrealized +73.9%
SHOP SHOPIFY INC CL-A SVS 0.5%
Value ($000) $1,050 Shares 779 Est. Cost $135.88 Unrealized +10.3%
AQN ALGONQUIN POWER & UTILITIES 0.5%
Value ($000) $954 Shares 36,677 Est. Cost $11.69 Unrealized +4.0%
BROOKFIELD RENEWABLE CORP 0.4%
Value ($000) $760 Shares 19,600 Est. Cost $58.50 Unrealized
NKE NIKE INC CL-B 0.3%
Value ($000) $686 Shares 4,715 Est. Cost $129.89 Unrealized +17.4%
PBA PEMBINA PIPELINE CORP 0.3%
Value ($000) $673 Shares 21,282 Est. Cost $14.57 Unrealized +73.7%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $595 Shares 1,383 Est. Cost $222.53 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 0.2%
Value ($000) $487 Shares 6,406 Est. Cost $55.45 Unrealized
BRK/B BERKSHIRE HATHAWAY-B INC 0.2%
Value ($000) $365 Shares 1,339 Est. Cost $221.65 Unrealized +26.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $334 Shares 2,066 Est. Cost $72.02 Unrealized +108.6%
GOOG ALPHABET INC CL-C 0.1%
Value ($000) $275 Shares 103 Est. Cost $98.47 Unrealized +39.0%
BEP BROOKFIELD RENEWABLE PARTNERS LP 0.1%
Value ($000) $271 Shares 7,381 Est. Cost $47.70 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.1%
Value ($000) $266 Shares 7,244 Est. Cost $13.45 Unrealized 0.0%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $240 Shares 310 Est. Cost $250.56 Unrealized -6.1%
VET VERMILION ENERGY INC 0.1%
Value ($000) $103 Shares 10,536 Est. Cost $11.16 Unrealized -34.4%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $54 Shares 19,780 Est. Cost $1.28 Unrealized +39.5%
NAK NORTHERN DYNASTY MINERALS 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.47 Unrealized -6.6%