Davis Rea Ltd. Portfolio Holdings
Davis Rea Ltd.
- $404 Million
- Q3 2025
Davis Rea Ltd. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $404 Million distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $29.8M, Amazon Com Inc with a value of $26.5M, Meta Platforms, Inc. with a value of $25.9M, Jpmorgan Chase & CO with a value of $24.6M, and Microsoft Corp with a value of $20.4M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $390M to 404M.
Below you can find more details about Davis Rea Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$404 Million
Financial Services: $90.4 Million
Communication Services: $69.3 Million
Technology: $69.2 Million
Healthcare: $57.4 Million
Consumer Cyclical: $37.5 Million
Industrials: $26.5 Million
Energy: $25.2 Million
Utilities: $14.5 Million
Other: $14.4 Million