Long-term investor
Davis-rea Ltd. @davisrealtd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001482171).
Record
- Tracked since 2025-06-30 (448 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +5.1% · 6 months n/a · 1 year +5.2% · all +5.2%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 9.0% · long · since 2025-06-30
- JPM · 8.4% · long · since 2025-06-30
- MSFT · 6.7% · long · since 2025-06-30
- META · 6.4% · long · since 2025-06-30
- AMZN · 6.2% · long · since 2025-06-30
- NET · 5.1% · long · since 2025-06-30
- TMO · 4.8% · long · since 2025-06-30
- PNC · 4.5% · long · since 2025-06-30
- BAC · 4.0% · long · since 2025-06-30
- SYK · 3.8% · long · since 2025-06-30
- SNPS · 3.6% · long · since 2025-06-30
- 884903881 · 2.9% · long · since 2026-06-30