Davis Rea Ltd. Portfolio Holdings
Davis Rea Ltd.
- $390 Million
- Q2 2025
Davis Rea Ltd. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $390 Million distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $39.5M, Alphabet Inc. with a value of $27.6M, Amazon Com Inc with a value of $26.5M, Jpmorgan Chase & CO with a value of $24.9M, and Microsoft Corp with a value of $22.2M.
Examining the 13F form we can see an increase of $25.2M in the current position value, from $365M to 390M.
Below you can find more details about Davis Rea Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$390 Million
Financial Services: $88.6 Million
Technology: $76.2 Million
Communication Services: $71.6 Million
Healthcare: $56.3 Million
Consumer Cyclical: $36.8 Million
Industrials: $25.8 Million
Utilities: $14.1 Million
Energy: $9.09 Million
Other: $11.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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