Holdings
Davis-Rea LTD.
As of Sep 30, 2026, Davis-Rea LTD. reported 35 positions worth US$358M. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 62,151 | US$31.9M | −664 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 88,784 | US$30.5M | −1,594 | Sep 30, 2026 |
| Meta Platforms, Inc. | 41,010 | US$29.7M | +980 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 87,952 | US$29.4M | −1,549 | Sep 30, 2026 |
| Amazon.com, Inc. | 101K | US$25M | +10,005 | Sep 30, 2026 |
| Cloudflare, Inc. | 68,374 | US$23.7M | −5,010 | Sep 30, 2026 |
| Thermo Fisher Scientific Inc | 33,605 | US$22.7M | +47 | Sep 30, 2026 |
| Bank Of America Corporation | 298K | US$16.2M | +50,000 | Sep 30, 2026 |
| Stryker Corporation | 49,886 | US$13.7M | +7,796 | Sep 30, 2026 |
| Synopsys, Inc. | 28,373 | US$12.3M | no change | Sep 30, 2026 |