Skip to main content

Davis-Rea Ltd.

SEC CIK
0001482171
Latest filing
Aug 4, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 21, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
44
+1 vs. Q1 2022
Portfolio value
$335.9M
+$145.7M (+76.6%) vs. Q1 2022
Filed
Jul 21, 2022
SEC
Holdings of Davis-Rea Ltd. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TDToronto Dominion BankStock314,146$20.6M6.1%+303,297+2,795.6%AddedHistory
GOOGLAlphabet Inc.Stock8,726$19.0M5.7%−2,422−21.7%ReducedHistory
AMZNAmazon Com IncStock176,980$18.8M5.6%+174,920+8,491.3%AddedConverted for a 20-for-1 splitHistory
MSFTMicrosoft CorpStock61,814$15.9M4.7%+36,226+141.6%AddedHistory
DHRDanaher CorpStock59,424$15.1M4.5%+30,658+106.6%AddedHistory
JPMJPMorgan Chase & CoStock133,516$15.0M4.5%+125,591+1,584.7%AddedHistory
ACNAccenture plcStock51,760$14.4M4.3%+51,760NewHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH297,768$13.2M3.9%+296,835+31,815.1%AddedHistory
AAPLApple Inc.Stock93,026$12.7M3.8%+88,646+2,023.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock21,720$11.8M3.5%+6,351+41.3%AddedHistory
SYKStryker CorpStock57,378$11.5M3.4%+22,728+65.6%AddedHistory
RYRoyal Bank of CanadaStock113,462$11.0M3.3%+95,978+548.9%AddedHistory
MCDMcDonalds CorpStock43,128$10.6M3.2%−17,190−28.5%ReducedHistory
BACBank of America CorpStock332,086$10.3M3.1%+285,558+613.7%AddedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT255,946$9.96M3.0%+227,269+792.5%AddedHistory
PNCPNC Financial Services Group, Inc.Stock62,720$9.90M2.9%+52,291+501.4%AddedHistory
RTXRTX CorpStock100,480$9.66M2.9%+75,109+296.0%AddedHistory
SNPSSynopsys IncCOM30,778$9.35M2.8%+1,556+5.3%AddedHistory
VVisa Inc.Stock42,288$8.33M2.5%+35,269+502.5%AddedHistory
METAMeta Platforms, Inc.Stock50,950$8.22M2.4%+38,673+315.0%AddedHistory
UNHUnitedHealth Group IncStock14,046$7.21M2.1%−178,409−92.7%ReducedHistory
SWKStanley Black & Decker, Inc.COM67,980$7.13M2.1%+67,002+6,850.9%AddedHistory
ROKRockwell Automation, IncStock34,412$6.86M2.0%−10,304−23.0%ReducedHistory
DISWalt Disney CoStock68,838$6.50M1.9%+47,498+222.6%AddedHistory
CTASCintas CorpStock15,682$5.86M1.7%+10,754+218.2%AddedHistory
ENBEnbridge IncStock129,906$5.49M1.6%+99,151+322.4%AddedHistory
BNSBank of Nova ScotiaCOM86,774$5.13M1.5%+73,683+562.9%AddedHistory
BCEBce IncCOM NEW88,654$4.42M1.3%+45,267+104.3%AddedHistory
HDHome Depot, Inc.Stock15,816$4.34M1.3%−570−3.5%ReducedHistory
FTSFortis Inc.COM88,778$4.20M1.2%+68,746+343.2%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A84,888$3.60M1.1%−72,593−46.1%ReducedHistory
NETCloudflare, Inc.CL A COM80,300$3.51M1.0%+80,300NewHistory
PEPPepsiCo IncStock18,808$3.13M0.9%−2,474−11.6%ReducedHistory
BMOBank of MontrealCOM26,164$2.52M0.7%−115,173−81.5%ReducedHistory
CCitigroup IncStock53,910$2.48M0.7%+45,883+571.6%AddedHistory
MDTMedtronic plcStock24,084$2.18M0.6%+2,340+10.8%AddedHistory
FTVFortive CorpStock27,590$1.50M0.4%−18,899−40.7%ReducedHistory
PBAPembina Pipeline CorpCOM41,424$1.47M0.4%+20,145+94.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,950$738.0K0.2%+1,223+168.2%AddedHistory
CNQCanadian Natural Resources LtdCOM9,856$536.0K0.2%−130,490−93.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,866$510.0K0.2%−44,912−96.0%ReducedHistory
SHOPShopify Inc.Stock14,540$454.0K0.1%−578,520−97.5%ReducedConverted for a 10-for-1 splitHistory
GOOGAlphabet Inc.Stock206$450.0K0.1%−4,229−95.4%ReducedHistory
AQNAlgonquin Power & Utilities Corp.COM21,858$298.0K0.1%−4,313−16.5%ReducedHistory

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Davis-Rea Ltd. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
FDXFedEx CorpStock68,734$3.17M1.7%History