StockDriftsStockDriftsTop 50 Davis-Rea Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 8.22% | 107.2K | $31.5M | +23.34%(+20.29K) | $236.69(+26.85%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL-A | 7.66% | 102.2K | $29.4M | -4.67%(-5.01K) | $153.96(+161.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 5.96% | 61.7K | $22.8M | +39.36%(+17.43K) | $393.45(+2.99%) | 2026-03-31 | |
| META | META PLATFORMS INC CL-A | 5.01% | 33.6K | $19.2M | -10.28%(-3.85K) | $433.09(+42.38%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 4.92% | 90.7K | $18.9M | -9.85%(-9.91K) | $154.31(+75.05%) | 2026-03-31 | |
| BAC | BANK OF AMERICA CORP | 3.76% | 295.8K | $14.4M | +9.10%(+24.68K) | $38.19(+30.50%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.61% | 28.2K | $13.9M | +2.37%(+653) | $527.66(-15.47%) | 2026-03-31 | |
| PNC | PNC FINANCIAL SERVICES GROUP INC | 3.46% | 63.7K | $13.3M | +1.87%(+1.17K) | $170.39(+23.16%) | 2026-03-31 | |
| NET | CLOUDFLARE, INC. CL-A | 3.41% | 63.4K | $13.1M | -11.45%(-8.19K) | $121.00(+59.18%) | 2026-03-31 | |
| RY | ROYAL BANK OF CANADA | 3.23% | 76.8K | $12.4M | -5.02%(-4.06K) | $112.72(+59.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.14% | +64.91% |
| Top 20 Holdings Unweighted | +12.88% | +43.81% |
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