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DAVIS-REA LTD.

Q4 2025 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    56

  • Value ($000)

    $399,501

  • Date Filed
    01/28/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC CL-A

CAP STK CL A
02079K305
$33.57M
8 %

107,248

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$28.01M
7 %

86,942

M
META

META PLATFORMS INC CL-A

CL A
30303M102
$24.73M
6 %

37,465

A
AMZN

AMAZON.COM INC

COM
023135106
$23.22M
6 %

100,585

M
MSFT

MICROSOFT CORPORATION

COM
594918104
$21.42M
5 %

44,294

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THERMO FISHER SCIENTIFIC INC

COM
883556102
$15.96M
4 %

27,532

B
BAC

BANK OF AMERICA CORP

COM
060505104
$14.91M
4 %

271,116

S
SNPS

SYNOPSYS INC

COM
871607107
$14.51M
4 %

30,889

N
NET

CLOUDFLARE, INC. CL-A

CL A COM
18915M107
$14.11M
4 %

71,576

R
RY

ROYAL BANK OF CANADA

COM
780087102
$13.79M
4 %

80,853

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