DAVIS-REA LTD. - Portfolio overview

DAVIS-REA LTD. has 62 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Communication Services.

Largest reported holdings by portfolio allocation

1. JPM - JPMORGAN CHASE & CO, 7.84%
2. GOOGL - ALPHABET INC CL-A, 7.31%
3. MSFT - MICROSOFT CORPORATION, 5.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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