Beutel-Goodman--Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GFL.TO",
  "NEO",
  "OSK",
  "NTR",
  "AGI.TO",
  null,
  "AQN",
  "EFX.TO",
  "BEP",
  "BNT",
  "IMO",
  "BEPC",
  null,
  "RBA.TO",
  "TIXT",
  "QSR",
  "PBA",
  "SOBO.TO",
  "BCE",
  "ACN",
  "MMM",
  "ABT",
  null,
  "GOOGL",
  null,
  "AXP",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "CP.TO",
  "CMI",
  "DUK",
  "EBAY",
  "PII",
  "HON",
  "HD",
  null,
  "MCD",
  "FTS",
  "FNV",
  "SNN",
  "UNP",
  "QCOM",
  null,
  "EMR",
  "META",
  null,
  "MEOH",
  null,
  "SLF",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "FLS",
  "NVS",
  "OMC",
  "WRN",
  "ADM",
  "AMP",
  "KKR",
  "IWD",
  "ORCL",
  "OKE",
  "PEP",
  "PNC",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "GS",
  "ENB",
  "INTC",
  "TU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MGA",
  "AMGN",
  "MAS",
  "PPG",
  "RY",
  null,
  "SHW",
  "SLB",
  "SHEL",
  "GLD",
  "SAP",
  "SPYG",
  "IBM",
  "SBUX",
  "TEL",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TFPM.TO",
  "UBER",
  "UL",
  "UPS",
  "NEM",
  "VRN.TO",
  "PKX",
  "SU",
  "SNY",
  "TSM",
  "GSK",
  null,
  null,
  "BN.TO",
  "DD",
  null,
  "K",
  "VRSK",
  "SEIC",
  null,
  "SONY",
  "WAB",
  "DEO",
  "WM",
  "CIGI",
  "IPG",
  "BIPC",
  "NVO",
  "AMZN",
  "HOG",
  "DOX",
  "VLTO",
  "V",
  "WNC",
  "WMT",
  "WBA",
  "WFC",
  "WPM",
  "SOLV",
  "GNTX",
  "DNN",
  "CNQ",
  "GEN",
  "AEM",
  "ET",
  "BIIB",
  "EIX",
  "JCI",
  "MFC",
  "TFII",
  "TRP",
  "OTEX",
  "TRI.TO",
  "NTAP",
  null,
  "AME",
  "KMB",
  "ATS",
  "BAC",
  "BNS",
  "BMO",
  "BRK-A",
  "BTE",
  "BRK-B",
  "BHP",
  "BBU",
  "BBUC",
  "DOOO",
  "BIP",
  "BAM.TO",
  "CAE",
  "CM",
  "CPB",
  "CNI",
  "CG",
  "CVE",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "EFA",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "MUX",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 205
Total Value: 17352124
Accession Number: 0001361974-25-000008
Form Type: 13F-HR/A
CIK: beutel-goodman--co
Manager Name: Beutel-Goodman--Co

Data Enrichment

92% identified

189 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

205 positions • $17.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:18

Value:$9.0K

% of Portfolio:0.1% ($9.0K/$17.4M)

ONEOK INC /NEW/

OKE|682680103

Shares:100

Value:$9.0K

% of Portfolio:0.1% ($9.0K/$17.4M)

OSHKOSH CORP

OSK|688239201

Shares:101

Value:$9.0K

% of Portfolio:0.1% ($9.0K/$17.4M)

McEwen Mining Inc.

MUX|58039P305

Shares:1.3K

Value:$9.0K

% of Portfolio:0.1% ($9.0K/$17.4M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:175

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$17.4M)

POSCO HOLDINGS INC.

PKX|693483109

Shares:175

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$17.4M)

WABASH NATIONAL Corp

WNC|929566107

Shares:700

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$17.4M)

Veren Inc.

VRN.TO|92340V107

Shares:1.0K

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$17.4M)

37954Y442

Shares:270

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$17.4M)

46137V100

Shares:50

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$17.4M)

464287556

Shares:45

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$17.4M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:100

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$17.4M)

TARGET CORP

TGT|87612E106

Shares:40

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$17.4M)

Mastercard Inc

MA|57636Q104

Shares:8

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$17.4M)

Brookfield Wealth Solutions Ltd.

BNT|G17434104

Shares:71

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$17.4M)

TE Connectivity plc

TEL|G87052109

Shares:25

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$17.4M)

METHANEX CORP

MEOH|59151K108

Shares:95

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$17.4M)

81369Y308

Shares:35

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$17.4M)

Solventum Corp

SOLV|83444M101

Shares:36

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$17.4M)

AT&T INC.

T|00206R102

Shares:100

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$17.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	18	QoQ NEW(+18) YoY NEW(+18)	All Managers (Combined)	$9.0K	0.1% ($9.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
ONEOK INC /NEW/(OKEcusip682680103)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$9.0K	0.1% ($9.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
OSHKOSH CORP(OSKcusip688239201)	101	QoQ NEW(+101) YoY NEW(+101)	All Managers (Combined)	$9.0K	0.1% ($9.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
McEwen Mining Inc.(MUXcusip58039P305)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$9.0K	0.1% ($9.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Archer-Daniels-Midland Co(ADMcusip039483102)	175	QoQ NEW(+175) YoY NEW(+175)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
POSCO HOLDINGS INC.(PKXcusip693483109)	175	QoQ NEW(+175) YoY NEW(+175)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
WABASH NATIONAL Corp(WNCcusip929566107)	700	QoQ NEW(+700) YoY NEW(+700)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Veren Inc.(VRN.TOcusip92340V107)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip37954Y442)✕	270	QoQ NEW(+270) YoY NEW(+270)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip46137V100)✕	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip464287556)✕	45	QoQ NEW(+45) YoY NEW(+45)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
TARGET CORP(TGTcusip87612E106)	40	QoQ NEW(+40) YoY NEW(+40)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Mastercard Inc(MAcusip57636Q104)	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Brookfield Wealth Solutions Ltd.(BNTcusipG17434104)	71	QoQ NEW(+71) YoY NEW(+71)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
TE Connectivity plc(TELcusipG87052109)	25	QoQ NEW(+25) YoY NEW(+25)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
METHANEX CORP(MEOHcusip59151K108)	95	QoQ NEW(+95) YoY NEW(+95)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip81369Y308)✕	35	QoQ NEW(+35) YoY NEW(+35)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Solventum Corp(SOLVcusip83444M101)	36	QoQ NEW(+36) YoY NEW(+36)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
AT&T INC.(Tcusip00206R102)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)