DAVIS-REA LTD.
DAVIS-REA LTD. reported 45 positions worth $350.7M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: GOOGL (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $31.6M | 9.02% | 88,527 | — | — | |
| ▸ 2 | JPM | SH | $29.3M | 8.35% | 89,501 | — | — | |
| ▸ 3 | MSFT | SH | $23.4M | 6.68% | 62,815 | — | — | |
| ▸ 4 | META | SH | $22.5M | 6.43% | 40,030 | — | — | |
| ▸ 5 | AMZN | SH | $21.6M | 6.15% | 90,521 | — | — | |
| ▸ 6 | NET | SH | $18.0M | 5.13% | 73,384 | — | — | |
| ▸ 7 | TMO | SH | $16.8M | 4.80% | 33,558 | — | — | |
| ▸ 8 | PNC | SH | $15.8M | 4.50% | 64,135 | — | — | |
| ▸ 9 | BAC | SH | $14.2M | 4.04% | 248,371 | — | — | |
| ▸ 10 | SYK | SH | $13.3M | 3.79% | 42,090 | — | — |
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Frequently Asked Questions
What stocks does DAVIS-REA LTD. hold as of Q2 2026?
DAVIS-REA LTD. reported 45 positions worth $350.7M in its Q2 2026 13F filing. Largest positions: GOOGL (9.0%), JPM (8.4%), MSFT (6.7%), META (6.4%) and AMZN (6.2%).
What did DAVIS-REA LTD. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DAVIS-REA LTD. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.