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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DIAGEO PLC

DEO|25243Q205

Shares:41.9K

Value:$4.4M

% of Portfolio:25.3% ($4.4M/$17.4M)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:77.8K

Value:$4.4M

% of Portfolio:25.2% ($4.4M/$17.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:96.0K

Value:$4.4M

% of Portfolio:25.1% ($4.4M/$17.4M)

TELUS CORP

TU|87971M103

Shares:299.5K

Value:$4.3M

% of Portfolio:24.8% ($4.3M/$17.4M)

PEPSICO INC

PEP|713448108

Shares:27.7K

Value:$4.2M

% of Portfolio:24.0% ($4.2M/$17.4M)

3M CO

MMM|88579Y101

Shares:26.1K

Value:$3.8M

% of Portfolio:22.1% ($3.8M/$17.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.9K

Value:$3.7M

% of Portfolio:21.2% ($3.7M/$17.4M)

464287465

EFA|464287465

Shares:41.1K

Value:$3.4M

% of Portfolio:19.4% ($3.4M/$17.4M)

ALGONQUIN POWER & UTILITIES CORP.

AQN|015857105

Shares:556.5K

Value:$2.9M

% of Portfolio:16.5% ($2.9M/$17.4M)

Alphabet Inc.

GOOG|02079K107

Shares:18.2K

Value:$2.8M

% of Portfolio:16.4% ($2.8M/$17.4M)

IMPERIAL OIL LTD

IMO|453038408

Shares:39.1K

Value:$2.8M

% of Portfolio:16.3% ($2.8M/$17.4M)

Eaton Corp plc

ETN|G29183103

Shares:10.3K

Value:$2.8M

% of Portfolio:16.1% ($2.8M/$17.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:14.6K

Value:$2.5M

% of Portfolio:14.3% ($2.5M/$17.4M)

CENOVUS ENERGY INC.

CVE|15135U109

Shares:156.1K

Value:$2.2M

% of Portfolio:12.5% ($2.2M/$17.4M)

Walt Disney Co

DIS|254687106

Shares:21.1K

Value:$2.1M

% of Portfolio:12.0% ($2.1M/$17.4M)

Walmart Inc.

WMT|931142103

Shares:23.4K

Value:$2.0M

% of Portfolio:11.8% ($2.0M/$17.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:12.5K

Value:$1.9M

% of Portfolio:11.1% ($1.9M/$17.4M)

Mondelez International, Inc.

MDLZ|609207105

Shares:26.7K

Value:$1.8M

% of Portfolio:10.4% ($1.8M/$17.4M)

NOVARTIS AG

NVS|66987V109

Shares:13.7K

Value:$1.5M

% of Portfolio:8.8% ($1.5M/$17.4M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.9K

Value:$1.5M

% of Portfolio:8.4% ($1.5M/$17.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DIAGEO PLC(DEOcusip25243Q205)	41.9K	QoQ NEW(+41.9K) YoY NEW(+41.9K)	All Managers (Combined)	$4.4M	25.3% ($4.4M/$17.4M)	QoQ NEW(+$4) YoY NEW(+$4)
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/(CMcusip136069101)	77.8K	QoQ +4954.87% (+76.3K) YoY +4954.87% (+76.3K)	All Managers (Combined)	$4.4M	25.2% ($4.4M/$17.4M)	QoQ +4413.40% (+$4) YoY +5512.82% (+$4)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	96.0K	QoQ NEW(+96.0K) YoY NEW(+96.0K)	All Managers (Combined)	$4.4M	25.1% ($4.4M/$17.4M)	QoQ NEW(+$4) YoY NEW(+$4)
TELUS CORP(TUcusip87971M103)	299.5K	QoQ NEW(+299.5K) YoY NEW(+299.5K)	All Managers (Combined)	$4.3M	24.8% ($4.3M/$17.4M)	QoQ NEW(+$4) YoY NEW(+$4)
PEPSICO INC(PEPcusip713448108)	27.7K	QoQ +2980.55% (+26.8K) YoY NEW(+27.7K)	All Managers (Combined)	$4.2M	24.0% ($4.2M/$17.4M)	QoQ +2956.61% (+$4) YoY NEW(+$4)
3M CO(MMMcusip88579Y101)	26.1K	QoQ NEW(+26.1K) YoY NEW(+26.1K)	All Managers (Combined)	$3.8M	22.1% ($3.8M/$17.4M)	QoQ NEW(+$4) YoY NEW(+$4)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$3.7M	21.2% ($3.7M/$17.4M)	QoQ NEW(+$4) YoY NEW(+$4)
(EFAcusip464287465)	41.1K	QoQ 0.00% (+0) YoY +4.43% (+1.7K)	All Managers (Combined)	$3.4M	19.4% ($3.4M/$17.4M)	QoQ +8.21% (+$0) YoY +6.93% (+$0)
ALGONQUIN POWER & UTILITIES CORP.(AQNcusip015857105)	556.5K	QoQ NEW(+556.5K) YoY NEW(+556.5K)	All Managers (Combined)	$2.9M	16.5% ($2.9M/$17.4M)	QoQ NEW(+$3) YoY NEW(+$3)
Alphabet Inc.(GOOGcusip02079K107)	18.2K	QoQ +2279.34% (+17.4K) YoY +2279.34% (+17.4K)	All Managers (Combined)	$2.8M	16.4% ($2.8M/$17.4M)	QoQ +1860.68% (+$3) YoY +2350.86% (+$3)
IMPERIAL OIL LTD(IMOcusip453038408)	39.1K	QoQ NEW(+39.1K) YoY NEW(+39.1K)	All Managers (Combined)	$2.8M	16.3% ($2.8M/$17.4M)	QoQ NEW(+$3) YoY NEW(+$3)
Eaton Corp plc(ETNcusipG29183103)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$2.8M	16.1% ($2.8M/$17.4M)	QoQ NEW(+$3) YoY NEW(+$3)
PROCTER & GAMBLE Co(PGcusip742718109)	14.6K	QoQ +2823.00% (+14.1K) YoY NEW(+14.6K)	All Managers (Combined)	$2.5M	14.3% ($2.5M/$17.4M)	QoQ +2900.00% (+$2) YoY NEW(+$2)
CENOVUS ENERGY INC.(CVEcusip15135U109)	156.1K	QoQ NEW(+156.1K) YoY NEW(+156.1K)	All Managers (Combined)	$2.2M	12.5% ($2.2M/$17.4M)	QoQ NEW(+$2) YoY NEW(+$2)
Walt Disney Co(DIScusip254687106)	21.1K	QoQ NEW(+21.1K) YoY NEW(+21.1K)	All Managers (Combined)	$2.1M	12.0% ($2.1M/$17.4M)	QoQ NEW(+$2) YoY NEW(+$2)
Walmart Inc.(WMTcusip931142103)	23.4K	QoQ NEW(+23.4K) YoY NEW(+23.4K)	All Managers (Combined)	$2.0M	11.8% ($2.0M/$17.4M)	QoQ NEW(+$2) YoY NEW(+$2)
Alphabet Inc.(GOOGLcusip02079K305)	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$1.9M	11.1% ($1.9M/$17.4M)	QoQ NEW(+$2) YoY NEW(+$2)
Mondelez International, Inc.(MDLZcusip609207105)	26.7K	QoQ NEW(+26.7K) YoY NEW(+26.7K)	All Managers (Combined)	$1.8M	10.4% ($1.8M/$17.4M)	QoQ NEW(+$2) YoY NEW(+$2)
NOVARTIS AG(NVScusip66987V109)	13.7K	QoQ +412.89% (+11.0K) YoY +211.46% (+9.3K)	All Managers (Combined)	$1.5M	8.8% ($1.5M/$17.4M)	QoQ +488.07% (+$1) YoY +258.92% (+$1)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$1.5M	8.4% ($1.5M/$17.4M)	QoQ NEW(+$1) YoY NEW(+$1)