DAVIS-REA LTD.

Q3 2025 13F Holdings

  • Location
    toronto, A6
  • Num holdings

    58

  • Value ($000)

    $412,022

  • Date Filed
    10/28/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOGL
GOOGL

ALPHABET INC CL-A

CAP STK CL A
02079K305
$29.78M
7 %

122,510

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$26.49M
6 %

120,630

META
META

META PLATFORMS INC

CL A
30303M102
$25.86M
6 %

35,217

JPM
JPM

JPMORGAN CHASE & CO

COM
46625H100
$24.62M
6 %

78,065

MSFT
MSFT

MICROSOFT CORPORATION

COM
594918104
$20.40M
5 %

39,402

---

THERMO FISHER SCIENTIFIC INC

COM
883556102
$18.69M
5 %

38,508

SNPS
SNPS

SYNOPSYS INC

COM
871607107
$17.70M
4 %

35,883

BAC
BAC

BANK OF AMERICA CORP

COM
060505104
$13.76M
3 %

266,630

NET
NET

CLOUDFLARE, INC

CL A COM
18915M107
$13.15M
3 %

61,273

SYK
SYK

STRYKER CORP

COM
863667101
$12.99M
3 %

35,067

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