DAVIS-REA LTD.

Q2 2025 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    60

  • Value ($000)

    $403,022

  • Date Filed
    07/24/2025
  • Form type
    13F-HR
  • CIK
    0001482171
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC CL-A

CL A
30303M102
$39.48 M
10 %

53,492

GOOGL
GOOGL

ALPHABET INC CL-A

CAP STK CL A
02079K305
$27.63 M
7 %

156,780

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$26.50 M
7 %

120,775

JPM
JPM

JPMORGAN CHASE & CO

COM
46625H100
$24.87 M
6 %

85,790

MSFT
MSFT

MICROSOFT CORPORATION

COM
594918104
$22.20 M
6 %

44,632

---

THERMO FISHER SCIENTIFIC INC

COM
883556102
$17.57 M
4 %

43,294

SYK
SYK

STRYKER CORP

COM
863667101
$14.04 M
4 %

35,401

AAPL
AAPL

APPLE INC

COM
037833100
$12.71 M
3 %

61,947

BAC
BAC

BANK OF AMERICA CORP

COM
060505104
$12.50 M
3 %

264,079

SNPS
SNPS

SYNOPSYS INC

COM
871607107
$12.28 M
3 %

23,943

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