DAVIS-REA LTD.

SEC CIK
0001482171

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 4, 2026.SEC

Positions
45
−9 vs. Q1 2026
Total value
$350.68M
−$33.01M (−8.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

DAVIS-REA LTD. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
GOOGLALPHABET INC CAP STK CL AStock88,527$31.64M9.02%−13,708−13.4%ReducedView
JPMJPMORGAN CHASE & CO COMStock89,501$29.3M8.35%−17,733−16.5%ReducedView
MSFTMICROSOFT CORP COMStock62,815$23.43M6.68%+1,088+1.8%AddedView
METAMETA PLATFORMS INC CL AStock40,030$22.55M6.43%+6,417+19.1%AddedView
AMZNAMAZON COM INC COMStock90,521$21.57M6.15%−153−0.2%ReducedView
NETCLOUDFLARE INCCL A COM73,384$18M5.13%+10,000+15.8%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock33,558$16.84M4.80%+5,373+19.1%AddedView
PNCPNC FINL SVCS GROUP INC COMStock64,135$15.79M4.50%+425+0.7%AddedView
BACBANK OF AMER CORP COMStock248,371$14.15M4.04%−47,425−16.0%ReducedView
SYKSTRYKER CORPORATION COMStock42,090$13.29M3.79%+6,797+19.3%AddedView
SNPSSYNOPSYS INCCOM28,373$12.66M3.61%+133+0.5%AddedView
TRITHOMSON REUTERS CORP COMStock124,012$10.13M2.89%+124,012NewView
SHOPSHOPIFY INC CL A SUB VTG SHSStock70,000$7.99M2.28%+13,850+24.7%AddedView
CHTRCHARTER COMMUNICATIONS INCCL A53,888$7.66M2.19%+15,050+38.8%AddedView
AAPLAPPLE INC COMStock26,214$7.59M2.16%+4,652+21.6%AddedView
NFLXNETFLIX INC. COMStock102,956$7.35M2.10%−7,500−6.8%ReducedView
VVISA INC COM CL AStock18,026$6.18M1.76%+409+2.3%AddedView
MCDMCDONALDS CORP COMStock22,396$6.05M1.73%+609+2.8%AddedView
JNJJOHNSON & JOHNSON COMStock22,219$5.64M1.61%+39+0.2%AddedView
LINLINDE PLC SHSStock10,851$5.63M1.61%−75−0.7%ReducedView
CBCHUBB LIMITED COMStock16,144$5.52M1.57%−142−0.9%ReducedView
RTXRTX CORPORATION COMStock28,684$5.44M1.55%−279−1.0%ReducedView
HDHOME DEPOT INC COMStock14,910$5.26M1.50%+581+4.1%AddedView
WFCWELLS FARGO & CO COMStock60,000$4.96M1.41%+60,000NewView
PYPLPAYPAL HLDGS INC COMStock100,000$4.32M1.23%+100,000NewView
SPGIS&P GLOBAL INC COMStock10,266$4.18M1.19%+365+3.7%AddedView
XYLXYLEM INCCOM34,415$4.07M1.16%+1,825+5.6%AddedView
OTISOTIS WORLDWIDE CORP COMStock55,527$3.98M1.13%+3,295+6.3%AddedView
ABTABBOTT LABORATORIES COMStock43,502$3.95M1.13%+2,724+6.7%AddedView
DISDISNEY WALT CO COMStock38,872$3.77M1.08%+1,527+4.1%AddedView
ULUNILEVER PLCSPON ADR NEW60,960$3.66M1.05%+3,621+6.3%AddedView
CTASCINTAS CORP COMStock21,412$3.64M1.04%+189+0.9%AddedView
FIGFIGMA INC CLASS A COM STKStock200,000$3.62M1.03%+200,000NewView
ROKROCKWELL AUTOMATION INC COMStock5,604$2.77M0.79%00.0%UnchangedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock22,152$2.76M0.79%+13,290+150.0%AddedView
ROPROPER TECHNOLOGIES INC COMStock3,041$1.03M0.29%−175−5.4%ReducedView
GLWCORNING INCCOM3,200$817.38K0.23%+3,200NewView
ISHARES TR4642874571 3 YR TREAS BD9,385$770.6K0.22%+9,385New–
GOOGALPHABET INC CAP STK CL CStock1,872$661.43K0.19%−153−7.6%ReducedView
CRHCRH PLCORD5,035$538.75K0.15%+5,035NewView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock977$488.88K0.14%00.0%UnchangedView
NEMNEWMONT CORP COMStock3,069$286.65K0.08%−500−14.0%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF365$273.27K0.08%+365NewView
CATCATERPILLAR INC COMStock235$250.25K0.07%+235NewView
ZTSZOETIS INC CL AStock3,149$226.29K0.06%−24,443−88.6%ReducedView

Sold out since Q1 2026 (18)

Positions held at the end of Q1 2026 that are no longer in this filing.

DAVIS-REA LTD. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
RYROYAL BK CDA COMStock76,792$12.38M3.23%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR126,045$11.34M2.96%
FTSFORTIS INCCOM160,324$8.92M2.32%
TDTORONTO DOMINION BK ONT COM NEWStock73,733$6.86M1.79%
BNBROOKFIELD CORPCL A LTD VT SH156,430$6.32M1.65%
ENBENBRIDGE INC COMStock105,933$5.72M1.49%
BNSBANK NOVA SCOTIA B CCOM75,384$5.21M1.36%
PBAPEMBINA PIPELINE CORPCOM116,582$5.2M1.36%
CNICANADIAN NATL RY CO COMStock47,404$4.86M1.27%
BEPBROOKFIELD RENEWABLE ENERGYPARTNERSHIP UNIT138,822$4.51M1.18%
GIBCGI INCCL A45,425$3.31M0.86%
DHRDANAHER CORP DEL COMStock8,990$1.71M0.45%
BIPBROOKFIELD INFRASTRUCTURE PALP INT UNIT19,422$700.88K0.18%
BMOBANK MONTREAL MEDIUMCOM3,725$502.95K0.13%
UBERUBER TECHNOLOGIES INC COMStock5,000$359.65K0.09%
CNQCANADIAN NAT RES LTD MED TERCOM4,440$217.9K0.06%
BTEBAYTEX ENERGY CORPCOM19,780$88.48K0.02%
AQNALGONQUIN POWER & UTILITIESCOM10,929$67.44K0.02%

13F filings by quarter

DAVIS-REA LTD. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 4, 202645$350.68Mvs. Q1 2026SEC
Q1 2026Apr 30, 202654$383.7Mvs. Q4 2025SEC
Q4 2025Jan 28, 202655$399.49Mvs. Q3 2025SEC
Q3 2025Oct 28, 202558$412.02Mvs. Q2 2025SEC
Q2 2025Jul 24, 202553$402.76Mvs. Q1 2025SEC
Q1 2025May 6, 202551$375.51Mvs. Q4 2024SEC
Q4 2024Feb 5, 202531$197.56Mvs. Q3 2024SEC
Q3 2024Oct 28, 202438$229.81Mvs. Q2 2024SEC
Q2 2024Jul 26, 202434$200Mvs. Q1 2024SEC
Q1 2024May 6, 202435$219.62Mvs. Q4 2023SEC
Q4 2023Jan 24, 202436$195.4Mvs. Q3 2023SEC
Q3 2023Oct 19, 202340$184.45Mvs. Q2 2023SEC
Q2 2023Jul 13, 202339$178.15Mvs. Q1 2023SEC
Q1 2023Apr 20, 202342$165.73Mvs. Q4 2022SEC
Q4 2022Jan 24, 202341$159.86Mvs. Q3 2022SEC
Q3 2022Oct 21, 202240$155.73Mvs. Q2 2022SEC
Q2 2022Jul 21, 202244$335.9Mvs. Q1 2022SEC
Q1 2022Apr 25, 202243$206.4Mvs. Q4 2021SEC
Q4 2021Jan 25, 202246$215.33Mvs. Q3 2021SEC
Q3 2021Oct 25, 202153$204.44Mvs. Q2 2021SEC
Q2 2021Jul 14, 202159$201.52Mvs. Q1 2021SEC
Q1 2021May 3, 202157$187.13M–SEC