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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Tesla, Inc.

TSLA|88160R101

Shares:225

Value:$58.0K

% of Portfolio:0.3% ($58.0K/$17.4M)

Meta Platforms, Inc.

META|30303M102

Shares:100

Value:$57.0K

% of Portfolio:0.3% ($57.0K/$17.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:225

Value:$55.0K

% of Portfolio:0.3% ($55.0K/$17.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:500

Value:$52.0K

% of Portfolio:0.3% ($52.0K/$17.4M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:172

Value:$51.0K

% of Portfolio:0.3% ($51.0K/$17.4M)

Brookfield Infrastructure Corp

BIPC|11276H106

Shares:1.4K

Value:$50.0K

% of Portfolio:0.3% ($50.0K/$17.4M)

Sony Group Corp

SONY|835699307

Shares:2.0K

Value:$50.0K

% of Portfolio:0.3% ($50.0K/$17.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:450

Value:$49.0K

% of Portfolio:0.3% ($49.0K/$17.4M)

Broadcom Inc.

AVGO|11135F101

Shares:275

Value:$46.0K

% of Portfolio:0.3% ($46.0K/$17.4M)

EDISON INTERNATIONAL

EIX|281020107

Shares:750

Value:$44.0K

% of Portfolio:0.3% ($44.0K/$17.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:150

Value:$43.0K

% of Portfolio:0.2% ($43.0K/$17.4M)

COCA COLA CO

KO|191216100

Shares:600

Value:$42.0K

% of Portfolio:0.2% ($42.0K/$17.4M)

DEERE & CO

DE|244199105

Shares:90

Value:$42.0K

% of Portfolio:0.2% ($42.0K/$17.4M)

ORACLE CORP

ORCL|68389X105

Shares:300

Value:$41.0K

% of Portfolio:0.2% ($41.0K/$17.4M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:500

Value:$37.0K

% of Portfolio:0.2% ($37.0K/$17.4M)

South Bow Corp

SOBO.TO|83671M105

Shares:1.4K

Value:$35.0K

% of Portfolio:0.2% ($35.0K/$17.4M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:65

Value:$35.0K

% of Portfolio:0.2% ($35.0K/$17.4M)

AMETEK INC/

AME|031100100

Shares:195

Value:$33.0K

% of Portfolio:0.2% ($33.0K/$17.4M)

CATERPILLAR INC

CAT|149123101

Shares:100

Value:$32.0K

% of Portfolio:0.2% ($32.0K/$17.4M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:2.8K

Value:$31.0K

% of Portfolio:0.2% ($31.0K/$17.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	225	QoQ NEW(+225) YoY NEW(+225)	All Managers (Combined)	$58.0K	0.3% ($58.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Meta Platforms, Inc.(METAcusip30303M102)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$57.0K	0.3% ($57.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	225	QoQ NEW(+225) YoY NEW(+225)	All Managers (Combined)	$55.0K	0.3% ($55.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
CONOCOPHILLIPS(COPcusip20825C104)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$52.0K	0.3% ($52.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	172	QoQ 0.00% (+0) YoY NEW(+172)	All Managers (Combined)	$51.0K	0.3% ($51.0K/$17.4M)	QoQ +8.51% (+$0) YoY NEW(+$0)
Brookfield Infrastructure Corp(BIPCcusip11276H106)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$50.0K	0.3% ($50.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Sony Group Corp(SONYcusip835699307)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$50.0K	0.3% ($50.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
UNITED PARCEL SERVICE INC(UPScusip911312106)	450	QoQ NEW(+450) YoY NEW(+450)	All Managers (Combined)	$49.0K	0.3% ($49.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Broadcom Inc.(AVGOcusip11135F101)	275	QoQ NEW(+275) YoY NEW(+275)	All Managers (Combined)	$46.0K	0.3% ($46.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
EDISON INTERNATIONAL(EIXcusip281020107)	750	QoQ NEW(+750) YoY NEW(+750)	All Managers (Combined)	$44.0K	0.3% ($44.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
SPDR GOLD TRUST(GLDcusip78463V107)	150	QoQ NEW(+150) YoY NEW(+150)	All Managers (Combined)	$43.0K	0.2% ($43.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
COCA COLA CO(KOcusip191216100)	600	QoQ NEW(+600) YoY NEW(+600)	All Managers (Combined)	$42.0K	0.2% ($42.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
DEERE & CO(DEcusip244199105)	90	QoQ NEW(+90) YoY NEW(+90)	All Managers (Combined)	$42.0K	0.2% ($42.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
ORACLE CORP(ORCLcusip68389X105)	300	QoQ 0.00% (-0) YoY NEW(+300)	All Managers (Combined)	$41.0K	0.2% ($41.0K/$17.4M)	QoQ -16.32% (-$0) YoY NEW(+$0)
DuPont de Nemours, Inc.(DDcusip26614N102)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$37.0K	0.2% ($37.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
South Bow Corp(SOBO.TOcusip83671M105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$35.0K	0.2% ($35.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	65	QoQ NEW(+65) YoY NEW(+65)	All Managers (Combined)	$35.0K	0.2% ($35.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
AMETEK INC/(AMEcusip031100100)	195	QoQ 0.00% (-0) YoY NEW(+195)	All Managers (Combined)	$33.0K	0.2% ($33.0K/$17.4M)	QoQ -5.71% (-$0) YoY NEW(+$0)
CATERPILLAR INC(CATcusip149123101)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$32.0K	0.2% ($32.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$31.0K	0.2% ($31.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)