Skip to main content

Davis-Rea Ltd.

SEC CIK
0001482171
Latest filing
Aug 4, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 14, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
59
+2 vs. Q1 2021
Portfolio value
$201.5M
+$14.4M (+7.7%) vs. Q1 2021
Filed
Jul 14, 2021
SEC
Holdings of Davis-Rea Ltd. in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock3,677$12.6M6.3%−22−0.6%ReducedHistory
TDToronto Dominion BankStock179,824$12.6M6.2%−2,675−1.5%ReducedHistory
GOOGLAlphabet Inc.Stock4,617$11.3M5.6%−46−1.0%ReducedHistory
DHRDanaher CorpStock33,078$8.88M4.4%−1,707−4.9%ReducedHistory
JPMJPMorgan Chase & CoStock56,845$8.84M4.4%+578+1.0%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH168,777$8.60M4.3%−487−0.3%ReducedHistory
SYKStryker CorpStock30,690$7.99M4.0%+147+0.5%AddedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT141,065$7.84M3.9%+155+0.1%AddedHistory
ACNAccenture plcStock26,209$7.73M3.8%+28+0.1%AddedHistory
SWKStanley Black & Decker, Inc.COM34,610$7.09M3.5%+304+0.9%AddedHistory
RYRoyal Bank of CanadaStock67,914$6.87M3.4%−137−0.2%ReducedHistory
AAPLApple Inc.Stock48,457$6.64M3.3%+87+0.2%AddedHistory
MSFTMicrosoft CorpStock22,858$6.19M3.1%+102+0.4%AddedHistory
FDXFedEx CorpStock20,611$6.16M3.1%−13−0.1%ReducedHistory
BACBank of America CorpStock133,364$5.50M2.7%+1,081+0.8%AddedHistory
METAMeta Platforms, Inc.Stock14,559$5.06M2.5%−18−0.1%ReducedHistory
SNPSSynopsys IncCOM18,353$5.06M2.5%+28+0.2%AddedHistory
MCDMcDonalds CorpStock21,674$5.01M2.5%+287+1.3%AddedHistory
PNCPNC Financial Services Group, Inc.Stock25,294$4.83M2.4%−35−0.1%ReducedHistory
ROKRockwell Automation, IncStock13,412$3.84M1.9%+16+0.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock7,569$3.82M1.9%+121+1.6%AddedHistory
VVisa Inc.Stock16,009$3.74M1.9%+160+1.0%AddedHistory
HDHome Depot, Inc.Stock11,283$3.60M1.8%+154+1.4%AddedHistory
Raytheon Technologies Corp755111507COM40,948$3.49M1.7%+352+0.9%Added–
ENBEnbridge IncStock82,216$3.29M1.6%−3,514−4.1%ReducedHistory
FTSFortis Inc.COM73,548$3.25M1.6%−955−1.3%ReducedHistory
CTASCintas CorpStock8,126$3.10M1.5%−30−0.4%ReducedHistory
BNSBank of Nova ScotiaCOM46,686$3.03M1.5%−513−1.1%ReducedHistory
CCitigroup IncStock42,696$3.02M1.5%−1,464−3.3%ReducedHistory
BCEBce IncCOM NEW58,083$2.90M1.4%−234−0.4%ReducedHistory
DISWalt Disney CoStock16,365$2.88M1.4%+74+0.5%AddedHistory
UNHUnitedHealth Group IncStock6,782$2.72M1.3%+25+0.4%AddedHistory
PEPPepsiCo IncStock11,804$1.75M0.9%−870−6.9%ReducedHistory
BMOBank of MontrealCOM14,972$1.53M0.8%−1,866−11.1%ReducedHistory
MDTMedtronic plcCOM11,860$1.48M0.7%−231−1.9%ReducedHistory
FTVFortive CorpStock17,939$1.25M0.6%−461−2.5%ReducedHistory
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A26,544$1.00M0.5%+228+0.9%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG19,600$824.0K0.4%00.0%UnchangedHistory
PBAPembina Pipeline CorpCOM21,342$681.0K0.3%−275−1.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,383$594.0K0.3%+3+0.2%AddedHistory
NKENIKE, Inc.Stock3,725$576.0K0.3%+1,000+36.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF6,406$489.0K0.2%+111+1.8%Added–
JNJJohnson & JohnsonStock2,666$439.0K0.2%+60+2.3%AddedHistory
SHOPShopify Inc.Stock279$408.0K0.2%+90+47.6%AddedHistory
BRK.BBerkshire Hathaway IncStock1,339$372.0K0.2%−7−0.5%ReducedHistory
UNPUnion Pacific CorpStock1,535$338.0K0.2%00.0%UnchangedHistory
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT8,762$338.0K0.2%−239−2.7%ReducedHistory
GOOGAlphabet Inc.Stock104$261.0K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,845$249.0K0.1%+60+3.4%AddedHistory
MMM3M CoStock1,250$248.0K0.1%00.0%UnchangedHistory
PFEPfizer IncStock5,800$227.0K0.1%00.0%UnchangedHistory
TRPTC Energy CorpCOM4,520$227.0K0.1%+10.0%AddedHistory
SUSuncor Energy IncStock9,349$224.0K0.1%+9,349NewHistory
TSLATesla, Inc.Stock300$204.0K0.1%00.0%UnchangedHistory
AQNAlgonquin Power & Utilities Corp.COM12,342$186.0K0.1%+20.0%AddedHistory
VETVermilion Energy Inc.COM10,536$92.0K<0.1%−344−3.2%ReducedHistory
BTEBaytex Energy Corp.COM19,780$38.0K<0.1%00.0%UnchangedHistory
NAKNorthern Dynasty Minerals LtdCOM NEW10,000$5.00K<0.1%00.0%UnchangedHistory
AVNSAvanos Medical, Inc.Stock20$1.00K<0.1%+20NewHistory