DAVIS-REA LTD. — 13F holdings

DAVIS-REA LTD. reported 41 holdings worth $379M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $31.9M (8.4%)
2. GOOGL ALPHABET INC — $29.9M (7.9%)
3. META META PLATFORMS INC — $29.7M (7.8%)
4. JPM JPMorgan Chase & Co. — $29.4M (7.7%)
5. AMZN AMAZON COM INC — $25.0M (6.6%)
6. NET CLOUDFLARE INC — $23.7M (6.3%)
7. TMO THERMO FISHER SCIENTIFIC INC — $22.7M (6.0%)
8. BAC BANK AMERICA CORP — $16.2M (4.3%)
9. SYK STRYKER CORPORATION — $13.7M (3.6%)
10. SNPS Synopsys Inc — $12.3M (3.3%)