DR

Davis-Rea Ltd.

13F
Davis-Rea Ltd.
Last update 2025-05-07 51 Stocks (24 new)
Value $376.00 Mil Turnover 57 %
Countries:
Top Holdings: META(10.91%)GOOGL(6.65%)MSFT(5.91%)AMZN(5.88%)JPM(5.65%)
Summary Stock Picks Current Portfolio
Davis-Rea Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
META
Meta Platforms Inc
2025-03-31
Add
Add
+5.32%
●
576.36 ($645.17) 736.67
$714.80
10.79%
Add 95.14%
71,049
34,639
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+4.22%
●
154.33 ($181.36) 206.38
$192.18
5.97%
Add 173.66%
161,427
102,438
MSFT
Microsoft Corp
2025-03-31
Add
Add
+4.12%
●
375.39 ($407.71) 447.2
$510.88
25.30%
Add 230.32%
59,164
41,253
NET
Cloudflare Inc
2025-03-31
Reduce
Reduce
-3.08%
●
110.71 ($132.56) 176.5
$191.58
44.52%
Reduce -52.44%
51,326
-56,600
DHR
Danaher Corp
2025-03-31
Reduce
Reduce
-3.05%
●
201.62 ($218.33) 250.59
$202.81
-7.11%
Reduce -63.29%
15,208
-26,220
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+2.72%
●
225.19 ($254.94) 279.95
$296.55
16.32%
Add 92.86%
86,425
41,613
BCE
BCE Inc
2025-03-31
Sold Out
Sold Out
-2.42%
●
22.14 ($23.52) 25.18
$24.43
3.87%
Sold Out
0
-200,000
RY
Royal Bank of Canada
2025-03-31
Add
Add
+2.21%
●
108.81 ($117.75) 123.4
$132.02
12.12%
Add 396.46%
92,431
73,813
DPZ
Domino's Pizza Inc
2025-03-31
Sold Out
Sold Out
-2.13%
●
402.33 ($452.3) 489.71
$476.34
5.32%
Sold Out
0
-10,030
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+2.04%
●
190.26 ($217) 242.06
$232.23
7.02%
Add 53.13%
116,085
40,279

Davis-Rea Ltd. Total Holding History ($B)

To

Davis-Rea Ltd.'s Asset Allocation

To

Davis-Rea Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Davis-Rea Ltd.'s Hypothetical Growth since 2025-03-31

Davis-Rea Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Davis-Rea Ltd. News

  • 1

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