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

Page 7 of 11

Sort by:

INTEL CORP

INTC|458140100

Shares:17.1K

Value:$387.0K

% of Portfolio:2.2% ($387.0K/$17.4M)

SAP SE

SAP|803054204

Shares:1.1K

Value:$308.0K

% of Portfolio:1.8% ($308.0K/$17.4M)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:3.5K

Value:$271.0K

% of Portfolio:1.6% ($271.0K/$17.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:430

Value:$240.0K

% of Portfolio:1.4% ($240.0K/$17.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.0K

Value:$237.0K

% of Portfolio:1.4% ($237.0K/$17.4M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:650

Value:$226.0K

% of Portfolio:1.3% ($226.0K/$17.4M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.3K

Value:$215.0K

% of Portfolio:1.2% ($215.0K/$17.4M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:800

Value:$185.0K

% of Portfolio:1.1% ($185.0K/$17.4M)

Shell plc

SHEL|780259305

Shares:2.1K

Value:$153.0K

% of Portfolio:0.9% ($153.0K/$17.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.2K

Value:$146.0K

% of Portfolio:0.8% ($146.0K/$17.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:260

Value:$138.0K

% of Portfolio:0.8% ($138.0K/$17.4M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:1.2K

Value:$132.0K

% of Portfolio:0.8% ($132.0K/$17.4M)

HOME DEPOT, INC.

HD|437076102

Shares:359

Value:$131.0K

% of Portfolio:0.8% ($131.0K/$17.4M)

BHP Group Ltd

BHP|088606108

Shares:2.7K

Value:$129.0K

% of Portfolio:0.7% ($129.0K/$17.4M)

MORGAN STANLEY

MS|617446448

Shares:1.0K

Value:$116.0K

% of Portfolio:0.7% ($116.0K/$17.4M)

MCDONALDS CORP

MCD|580135101

Shares:362

Value:$113.0K

% of Portfolio:0.7% ($113.0K/$17.4M)

AMAZON COM INC

AMZN|023135106

Shares:528

Value:$100.0K

% of Portfolio:0.6% ($100.0K/$17.4M)

ECOLAB INC.

ECL|278865100

Shares:300

Value:$76.0K

% of Portfolio:0.4% ($76.0K/$17.4M)

CSX CORP

CSX|126408103

Shares:2.4K

Value:$70.0K

% of Portfolio:0.4% ($70.0K/$17.4M)

VISA INC.

V|92826C839

Shares:173

Value:$60.0K

% of Portfolio:0.3% ($60.0K/$17.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTEL CORP(INTCcusip458140100)	17.1K	QoQ NEW(+17.1K) YoY NEW(+17.1K)	All Managers (Combined)	$387.0K	2.2% ($387.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
SAP SE(SAPcusip803054204)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$308.0K	1.8% ($308.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Wheaton Precious Metals Corp.(WPMcusip962879102)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$271.0K	1.6% ($271.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	430	QoQ NEW(+430) YoY NEW(+430)	All Managers (Combined)	$240.0K	1.4% ($240.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
EXXON MOBIL CORP(XOMcusip30231G102)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$237.0K	1.4% ($237.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
SHERWIN WILLIAMS CO(SHWcusip824348106)	650	QoQ NEW(+650) YoY NEW(+650)	All Managers (Combined)	$226.0K	1.3% ($226.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$215.0K	1.2% ($215.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
WASTE MANAGEMENT INC(WMcusip94106L109)	800	QoQ NEW(+800) YoY NEW(+800)	All Managers (Combined)	$185.0K	1.1% ($185.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Shell plc(SHELcusip780259305)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$153.0K	0.9% ($153.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$146.0K	0.8% ($146.0K/$17.4M)	QoQ +1.38% (+$0) YoY NEW(+$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	260	QoQ NEW(+260) YoY NEW(+260)	All Managers (Combined)	$138.0K	0.8% ($138.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
CONSOLIDATED EDISON INC(EDcusip209115104)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$132.0K	0.8% ($132.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
HOME DEPOT, INC.(HDcusip437076102)	359	QoQ NEW(+359) YoY NEW(+359)	All Managers (Combined)	$131.0K	0.8% ($131.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
BHP Group Ltd(BHPcusip088606108)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$129.0K	0.7% ($129.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
MORGAN STANLEY(MScusip617446448)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$116.0K	0.7% ($116.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
MCDONALDS CORP(MCDcusip580135101)	362	QoQ NEW(+362) YoY NEW(+362)	All Managers (Combined)	$113.0K	0.7% ($113.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
AMAZON COM INC(AMZNcusip023135106)	528	QoQ +35.38% (+138) YoY NEW(+528)	All Managers (Combined)	$100.0K	0.6% ($100.0K/$17.4M)	QoQ +17.64% (+$0) YoY NEW(+$0)
ECOLAB INC.(ECLcusip278865100)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$76.0K	0.4% ($76.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
CSX CORP(CSXcusip126408103)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$70.0K	0.4% ($70.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
VISA INC.(Vcusip92826C839)	173	QoQ NEW(+173) YoY NEW(+173)	All Managers (Combined)	$60.0K	0.3% ($60.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)