DAVIS-REA LTD. 13F Holdings

CIK 0001482171 · Toronto, A6

As of Sep 30, 2025, DAVIS-REA LTD. reported 58 positions worth $412.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity122,510$29.8M7.23%
AMAZON.COM INCAMZNEquity120,630$26.5M6.43%
META PLATFORMS INCMETACommunication Services35,217$25.9M6.28%
JPMORGAN CHASE & COJPMFinancial Services78,065$24.6M5.98%
MICROSOFT CORPMSFTTechnology39,402$20.4M4.95%
THERMO FISHER SCIENTIFIC INCTMOHealthcare38,508 8.7M4.54%
SYNOPSYS INCSNPSTechnology35,883 7.7M4.30%
BANK OF AMERICA CORPBACFinancial Services266,630 3.8M3.34%
CLOUDFLARE INCNETTechnology61,273 3.1M3.19%
STRYKER CORPSYKHealthcare35,067 3.0M3.15%
ROYAL BANK OF CANADARYFinancial Services86,402 2.7M3.09%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services52,319 0.5M2.55%
CANADIAN NATURAL RESOURCES LTDCNQEnergy304,380$9.9M2.39%
CHARTER COMMUNICATIONS INCCHTRCommunication Services34,488$9.5M2.30%
ACCENTURE PLCACNTechnology36,955$9.1M2.21%
FORTIS INCFTSUtilities162,564$8.3M2.00%
BROOKFIELD CORPBNFinancial Services106,720$7.3M1.78%
INTUITIVE SURGICAL INCISRGHealthcare15,474$6.9M1.68%
TORONTO DOMINION BANKTDFinancial Services86,328$6.9M1.68%
ZOETIS INCZTSHealthcare45,682$6.7M1.62%
MCDONALDS CORPMCDConsumer Cyclical21,458$6.5M1.58%
ENBRIDGE INCENBEnergy216,100$6.1M1.48%
VISA INC-CLASS A SHARESVFinancial Services17,397$5.9M1.44%
BANK OF NOVA SCOTIABNSFinancial Services89,109$5.8M1.40%
APPLE INCAAPLTechnology21,774$5.5M1.35%