Fund HoldingsDAVIS-REA LTD.

Total Portfolio Value
$375.51M
Total Bought
$210.71M
Total Sold
$30.74M
Net Transaction
+$179.96M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
META PLATFORMS INC CL-A(META)36,41071,049+34,63921,31840,95010.91%+19,631
MICROSOFT CORPORATION(MSFT)17,91159,164+41,2537,54922,2105.91%+14,660
ALPHABET INC CL-A(GOOG)58,989161,427+102,43811,16724,9636.65%+13,796
JPMORGAN CHASE & CO(JPM)44,81286,425+41,61310,74221,2005.65%+10,458
ROYAL BANK OF CANADA(RY)18,61892,431+73,8132,24010,4162.77%+8,176
FORTIS INC(FTS)0166,124+166,12407,4791.99%+7,479
NVIDIA CORP(NVDA)060,000+60,00006,5031.73%+6,503
VISA INC CLASS-A(V)018,410+18,41006,4521.72%+6,452
ANSYS INC020,000+20,00006,3311.69%+6,331
BROOKFIELD CORPORATION CL-A LVS(BN)7,785115,139+107,3544466,0261.60%+5,579
AMAZON.COM INC(AMZN)75,806116,085+40,27916,63122,0865.88%+5,455
CHUBB LTD
COM
016,944+16,94405,1171.36%+5,117
ABBOTT LABORATORIES038,392+38,39205,0931.36%+5,093
APPLE INC(AAPL)022,281+22,28104,9491.32%+4,949
TORONTO DOMINION BANK(TD)18,93599,247+80,3121,0065,9501.58%+4,944
LINDE PLC(LIN)010,563+10,56304,8521.29%+4,852
McDONALD'S CORP(MCD)7,26522,131+14,8662,1066,9131.84%+4,807
S&P GLOBAL INC(SPGI)09,303+9,30304,7271.26%+4,727
ENBRIDGE INC(ENB)5,302109,000+103,6982254,8251.29%+4,601
RTX CORPORATION(RTX)034,595+34,59504,5821.22%+4,582
BANK OF NOVA SCOTIA095,467+95,46704,5281.21%+4,528
OTIS WORLDWIDE CORP(OTIS)043,007+43,00704,4381.18%+4,438
PEMBINA PIPELINE CORPORATION(PBA)0110,749+110,74904,4321.18%+4,432
MONDELEZ INTERNATIONAL INC (A)(MDLZ)063,288+63,28804,2941.14%+4,294
JOHNSON AND JOHNSON(JNJ)025,274+25,27404,1911.12%+4,191
HOME DEPOT INC(HD)010,769+10,76903,9471.05%+3,947
XYLEM INC(XYL)030,419+30,41903,6340.97%+3,634
THERMO FISHER SCIENTIFIC INC(TMO)29,26037,712+8,45215,23318,7785.00%+3,545
CANADIAN NATIONAL RAILWAY(CNI)035,812+35,81203,4870.93%+3,487
ZOETIS INC-A(ZTS)020,971+20,97103,4530.92%+3,453
BROOKFIELD RENEWABLE PARTNERS LP
PARTNERSHIP UNIT
0153,793+153,79303,4060.91%+3,406
UNILEVER PLC NEW ADR(UL)055,579+55,57903,3100.88%+3,310
CGI INC CL-A SUB VTG(GIB)032,341+32,34103,2300.86%+3,230
WALT DISNEY CO.(DIS)030,812+30,81203,0410.81%+3,041
BANK OF AMERICA CORP189,119264,119+75,0008,31211,0222.94%+2,710
STRYKER CORP(SYK)30,30135,596+5,29510,93513,2813.54%+2,345
ROCKWELL AUTOMATION INC(ROK)05,150+5,15001,3310.35%+1,331
PNC FINANCIAL SERVICES GROUP INC(PNC)43,96054,135+10,1758,4789,5152.53%+1,038
UNITEDHEALTH GROUP INC(UNH)23,43823,548+11011,85612,3333.28%+477
BERKSHIRE HATHAWAY-B INC4601,167+7072096220.17%+413
CINTAS CORPORATION(CTAS)8,0008,00001,4621,6440.44%+183
BANK OF MONTREAL2,9254,003+1,0782833820.10%+99
ALPHABET INC CL-C(GOOG)1,4201,973+5532703080.08%+38
BROOKFIELD INFRASTRUCTURE PARTNERS LP
LP INT UNIT
67,39272,489+5,0972,1422,1590.58%+17
ALGONQUIN POWER & UTILITIES CORP10,92912,264+1,33549640.02%+15
BAYTEX ENERGY CORP(BTE)19,78019,780051440.01%-7
BROADCOM INC(AVGO)1,2670-1,2672940-294
ACCENTURE PLC-CL A
SHS CLASS A
27,60427,609+59,7118,6152.29%-1,096
iSHARES 1-3 YR TREASURY BOND ETF28,8600-28,8602,3660-2,366
ROPER TECHNOLOGIES INC(ROP)16,4048,904-7,5008,5285,2501.40%-3,278
SYNOPSYS INC(SNPS)28,47823,868-4,61013,82210,2362.73%-3,586
DOMINO'S PIZZA INC(DPZ)10,0300-10,0304,2100-4,210
BCE INC(BCE)200,0000-200,0004,7740-4,774
CLOUDFLARE, INC. CL-A(NET)107,92651,326-56,60011,6215,7841.54%-5,838
DANAHER CORP(DHR)41,42815,208-26,2209,5213,1230.83%-6,398
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