DAVIS-REA LTD.

PrivateCIK: 1482171
54
Positions
$383.70M
Total AUM (reported)
2.77M
Total Shares

Allocation by class

TOTAL AUM$383.70M54 positions
COM$265.16M69.1%
CL A$30.88M8.0%
CAP STK CL A$29.40M7.7%
CL A COM$13.08M3.4%
COM NEW$6.86M1.8%
CL A SUB VTG SHS$6.66M1.7%
CL A LTD VT SH$6.32M1.6%

Portfolio Concentration

Top 321.8%4–1027.4%11–2530.3%Rest20.5%TOP 1049.2%0%100%
Top 3$83.79M21.8%
4–10$105.11M27.4%
11–25$116.32M30.3%
Rest$78.47M20.5%

Top 3 weight

21.8%

Top 10 weight

49.2%

Voting Authority Distribution

Total shares with voting rights: 383.70M

Sole

Full voting authority

383.70M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:

JPMORGAN CHASE & CO

SOLE
COM
Shares107.23K
TypeSH
Market value$31.54M
8.22%
Sole
31.54M
Shared
0.00
None
0.00

ALPHABET INC CL-A

SOLE
CAP STK CL A
Shares102.23K
TypeSH
Market value$29.40M
7.66%
Sole
29.40M
Shared
0.00
None
0.00

MICROSOFT CORPORATION

SOLE
COM
Shares61.73K
TypeSH
Market value$22.85M
5.96%
Sole
22.85M
Shared
0.00
None
0.00

META PLATFORMS INC CL-A

SOLE
CL A
Shares33.61K
TypeSH
Market value$19.23M
5.01%
Sole
19.23M
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares90.67K
TypeSH
Market value$18.88M
4.92%
Sole
18.88M
Shared
0.00
None
0.00

BANK OF AMERICA CORP

SOLE
COM
Shares295.80K
TypeSH
Market value$14.42M
3.76%
Sole
14.42M
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares28.18K
TypeSH
Market value$13.86M
3.61%
Sole
13.86M
Shared
0.00
None
0.00

PNC FINANCIAL SERVICES GROUP INC

SOLE
COM
Shares63.71K
TypeSH
Market value$13.26M
3.46%
Sole
13.26M
Shared
0.00
None
0.00

CLOUDFLARE, INC. CL-A

SOLE
CL A COM
Shares63.38K
TypeSH
Market value$13.08M
3.41%
Sole
13.08M
Shared
0.00
None
0.00

ROYAL BANK OF CANADA

SOLE
COM
Shares76.79K
TypeSH
Market value$12.38M
3.23%
Sole
12.38M
Shared
0.00
None
0.00

STRYKER CORP

SOLE
COM
Shares35.29K
TypeSH
Market value$11.63M
3.03%
Sole
11.63M
Shared
0.00
None
0.00

THOMSON REUTERS CORP-NEW

SOLE
COM
Shares126.05K
TypeSH
Market value$11.34M
2.96%
Sole
11.34M
Shared
0.00
None
0.00

SYNOPSYS INC

SOLE
COM
Shares28.24K
TypeSH
Market value$11.20M
2.92%
Sole
11.20M
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares110.46K
TypeSH
Market value$10.62M
2.77%
Sole
10.62M
Shared
0.00
None
0.00

FORTIS INC

SOLE
COM
Shares160.32K
TypeSH
Market value$8.92M
2.32%
Sole
8.92M
Shared
0.00
None
0.00

CHARTER COMMUNICATIONS INC-A

SOLE
CL A
Shares38.84K
TypeSH
Market value$8.38M
2.19%
Sole
8.38M
Shared
0.00
None
0.00

TORONTO DOMINION BANK

SOLE
COM NEW
Shares73.73K
TypeSH
Market value$6.86M
1.79%
Sole
6.86M
Shared
0.00
None
0.00

McDONALD'S CORP

SOLE
COM
Shares21.79K
TypeSH
Market value$6.77M
1.76%
Sole
6.77M
Shared
0.00
None
0.00

SHOPIFY INC CL-A SVS

SOLE
CL A SUB VTG SHS
Shares56.15K
TypeSH
Market value$6.66M
1.74%
Sole
6.66M
Shared
0.00
None
0.00

BROOKFIELD CORPORATION CL-A LVS

SOLE
CL A LTD VT SH
Shares156.43K
TypeSH
Market value$6.32M
1.65%
Sole
6.32M
Shared
0.00
None
0.00

ENBRIDGE INC

SOLE
COM
Shares105.93K
TypeSH
Market value$5.72M
1.49%
Sole
5.72M
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares28.96K
TypeSH
Market value$5.59M
1.46%
Sole
5.59M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares21.56K
TypeSH
Market value$5.47M
1.43%
Sole
5.47M
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares22.18K
TypeSH
Market value$5.42M
1.41%
Sole
5.42M
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares10.93K
TypeSH
Market value$5.42M
1.41%
Sole
5.42M
Shared
0.00
None
0.00
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