DAVIS-REA LTD. Concentrated Active

Location: Toronto, Ontario, Canada

CIK: 0001482171 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 30, 2026

Total Value: $384M (100.0% shares, 0.0% debt)

Holdings (54)

JPM JPMORGAN CHASE & CO 8.2%
Value $31.54M Shares 107,234 Est. Cost $237.24 Unrealized +31.3%
GOOGL ALPHABET INC CL-A 7.7%
Value $29.4M Shares 102,235 Est. Cost $159.71 Unrealized +102.4%
MSFT MICROSOFT CORPORATION 6.0%
Value $22.85M Shares 61,727 Est. Cost $396.81 Unrealized +9.5%
META META PLATFORMS INC CL-A 5.0%
Value $19.23M Shares 33,613 Est. Cost $455.64 Unrealized +43.9%
AMZN AMAZON.COM INC 4.9%
Value $18.88M Shares 90,674 Est. Cost $154.80 Unrealized +46.5%
BAC BANK OF AMERICA CORP 3.8%
Value $14.42M Shares 295,796 Est. Cost $36.69 Unrealized +46.3%
TMO THERMO FISHER SCIENTIFIC INC 3.6%
Value $13.86M Shares 28,185 Est. Cost $513.94 Unrealized +11.8%
PNC PNC FINANCIAL SERVICES GROUP INC 3.5%
Value $13.26M Shares 63,710 Est. Cost $152.47 Unrealized +47.5%
NET CLOUDFLARE, INC. CL-A 3.4%
Value $13.08M Shares 63,384 Est. Cost $120.69 Unrealized +51.1%
RY ROYAL BANK OF CANADA 3.2%
Value $12.38M Shares 76,792 Est. Cost $113.35 Unrealized +49.9%
SYK STRYKER CORP 3.0%
Value $11.63M Shares 35,293 Est. Cost $208.14 Unrealized +75.2%
TRI THOMSON REUTERS CORP-NEW 3.0%
Value $11.34M Shares 126,045 Est. Cost $107.05 Unrealized 0.0%
SNPS SYNOPSYS INC 2.9%
Value $11.2M Shares 28,240 Est. Cost $506.82 Unrealized -6.9%
NFLX NETFLIX INC 2.8%
Value $10.62M Shares 110,456 Est. Cost $92.58 Unrealized -9.4%
FTS FORTIS INC 2.3%
Value $8.916M Shares 160,324 Est. Cost $42.30 Unrealized +26.3%
CHTR CHARTER COMMUNICATIONS INC-A 2.2%
Value $8.384M Shares 38,838 Est. Cost $293.10 Unrealized -27.1%
TD TORONTO DOMINION BANK 1.8%
Value $6.865M Shares 73,733 Est. Cost $60.76 Unrealized +56.8%
MCD McDONALD'S CORP 1.8%
Value $6.771M Shares 21,787 Est. Cost $272.77 Unrealized +16.3%
SHOP SHOPIFY INC CL-A SVS 1.7%
Value $6.658M Shares 56,150 Est. Cost $136.45 Unrealized 0.0%
BN BROOKFIELD CORPORATION CL-A LVS 1.6%
Value $6.319M Shares 156,430 Est. Cost $39.42 Unrealized +18.4%
ENB ENBRIDGE INC 1.5%
Value $5.724M Shares 105,933 Est. Cost $43.52 Unrealized +11.6%
RTX RTX CORPORATION 1.5%
Value $5.587M Shares 28,963 Est. Cost $124.76 Unrealized +57.6%
AAPL APPLE INC 1.4%
Value $5.472M Shares 21,562 Est. Cost $212.72 Unrealized +23.6%
JNJ JOHNSON & JOHNSON 1.4%
Value $5.422M Shares 22,180 Est. Cost $152.45 Unrealized +49.5%
LIN LINDE PLC 1.4%
Value $5.417M Shares 10,926 Est. Cost $444.22 Unrealized +3.6%
V VISA INC CLASS-A 1.4%
Value $5.325M Shares 17,617 Est. Cost $336.18 Unrealized -2.1%
CB CHUBB LTD 1.4%
Value $5.309M Shares 16,286 Est. Cost $276.25 Unrealized +14.5%
BNS BANK OF NOVA SCOTIA 1.4%
Value $5.211M Shares 75,384 Est. Cost $48.65 Unrealized +54.0%
PBA PEMBINA PIPELINE CORP 1.4%
Value $5.202M Shares 116,582 Est. Cost $36.72 Unrealized +11.7%
CNI CANADIAN NATIONAL RAILWAY 1.3%
Value $4.864M Shares 47,404 Est. Cost $99.15 Unrealized +3.0%
HD HOME DEPOT INC 1.2%
Value $4.713M Shares 14,329 Est. Cost $372.17 Unrealized +1.3%
BEP BROOKFIELD RENEWABLE PARTNERS LP 1.2%
Value $4.514M Shares 138,822 Est. Cost $22.15 Unrealized
SPGI S&P GLOBAL INC 1.1%
Value $4.211M Shares 9,901 Est. Cost $505.32 Unrealized -4.0%
ABT ABBOTT LABORATORIES 1.1%
Value $4.187M Shares 40,778 Est. Cost $124.45 Unrealized -7.3%
OTIS OTIS WORLDWIDE CORP 1.0%
Value $4.026M Shares 52,232 Est. Cost $95.00 Unrealized -5.8%
XYL XYLEM INC 1.0%
Value $3.895M Shares 32,590 Est. Cost $123.65 Unrealized +10.4%
DIS WALT DISNEY CO. 0.9%
Value $3.599M Shares 37,345 Est. Cost $106.65 Unrealized +2.6%
CTAS CINTAS CORPORATION 0.9%
Value $3.59M Shares 21,223 Est. Cost $165.63 Unrealized +16.7%
GIB CGI INC CL-A SUB VTG 0.9%
Value $3.31M Shares 45,425 Est. Cost $104.02 Unrealized -19.3%
UL UNILEVER PLC ADR 0.9%
Value $3.268M Shares 57,339 Est. Cost $64.16 Unrealized
ZTS ZOETIS INC 0.9%
Value $3.262M Shares 27,592 Est. Cost $157.74 Unrealized -20.1%
ROK ROCKWELL AUTOMATION INC 0.5%
Value $2.011M Shares 5,604 Est. Cost $275.06 Unrealized +49.2%
ACN ACCENTURE PLC-CL A 0.5%
Value $1.757M Shares 8,862 Est. Cost $302.27 Unrealized -16.2%
DHR DANAHER CORP 0.4%
Value $1.708M Shares 8,990 Est. Cost $199.29 Unrealized +12.7%
ROP ROPER TECHNOLOGIES INC 0.3%
Value $1.138M Shares 3,216 Est. Cost $543.44 Unrealized -30.4%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.2%
Value $701K Shares 19,422 Est. Cost $38.43 Unrealized
GOOG ALPHABET INC CL-C 0.2%
Value $581K Shares 2,025 Est. Cost $151.72 Unrealized +113.3%
BMO BANK OF MONTREAL 0.1%
Value $503K Shares 3,725 Est. Cost $93.55 Unrealized +48.5%
BRK/B BERKSHIRE HATHAWAY-B INC 0.1%
Value $468K Shares 977 Est. Cost $421.23 Unrealized +17.2%
NEM NEWMONT CORP 0.1%
Value $386K Shares 3,569 Est. Cost $52.90 Unrealized +123.3%
UBER UBER TECHNOLOGIES INC 0.1%
Value $360K Shares 5,000 Est. Cost $78.72 Unrealized 0.0%
CNQ CANADIAN NATURAL RESOURCES LTD 0.1%
Value $218K Shares 4,440 Est. Cost $37.20 Unrealized 0.0%
BTE BAYTEX ENERGY CORP 0.0%
Value $88,482 Shares 19,780 Est. Cost $2.14 Unrealized +60.8%
AQN ALGONQUIN POWER & UTILITIES CORP 0.0%
Value $67,436 Shares 10,929 Est. Cost $5.75 Unrealized +13.3%