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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Western Copper & Gold Corp

WRN|95805V108

Shares:26.6K

Value:$30.0K

% of Portfolio:0.2% ($30.0K/$17.4M)

Energy Transfer LP

ET|29273V100

Shares:1.5K

Value:$27.0K

% of Portfolio:0.2% ($27.0K/$17.4M)

Sanofi

SNY|80105N105

Shares:500

Value:$27.0K

% of Portfolio:0.2% ($27.0K/$17.4M)

464288588

Shares:270

Value:$25.0K

% of Portfolio:0.1% ($25.0K/$17.4M)

92206C714

Shares:296

Value:$24.0K

% of Portfolio:0.1% ($24.0K/$17.4M)

BAYTEX ENERGY CORP.

BTE|07317Q105

Shares:10.0K

Value:$22.0K

% of Portfolio:0.1% ($22.0K/$17.4M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:48

Value:$21.0K

% of Portfolio:0.1% ($21.0K/$17.4M)

878742204

Shares:588

Value:$21.0K

% of Portfolio:0.1% ($21.0K/$17.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:500

Value:$20.0K

% of Portfolio:0.1% ($20.0K/$17.4M)

Corteva, Inc.

CTVA|22052L104

Shares:295

Value:$18.0K

% of Portfolio:0.1% ($18.0K/$17.4M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:100

Value:$17.0K

% of Portfolio:0.1% ($17.0K/$17.4M)

NETFLIX INC

NFLX|64110L106

Shares:17

Value:$15.0K

% of Portfolio:0.1% ($15.0K/$17.4M)

46137V365

Shares:175

Value:$14.0K

% of Portfolio:0.1% ($14.0K/$17.4M)

KKR & Co. Inc.

KKR|48251W104

Shares:125

Value:$14.0K

% of Portfolio:0.1% ($14.0K/$17.4M)

Uber Technologies, Inc

UBER|90353T100

Shares:190

Value:$13.0K

% of Portfolio:0.1% ($13.0K/$17.4M)

Duke Energy CORP

DUK|26441C204

Shares:100

Value:$12.0K

% of Portfolio:0.1% ($12.0K/$17.4M)

STARBUCKS CORP

SBUX|855244109

Shares:120

Value:$11.0K

% of Portfolio:0.1% ($11.0K/$17.4M)

TFI International Inc.

TFII|87241L109

Shares:145

Value:$11.0K

% of Portfolio:0.1% ($11.0K/$17.4M)

DANAHER CORP /DE/

DHR|235851102

Shares:56

Value:$11.0K

% of Portfolio:0.1% ($11.0K/$17.4M)

15135U117

Shares:1.0K

Value:$9.0K

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

Instrument	Shares		Other Manager	Value	% of Portfolio
Western Copper & Gold Corp(WRNcusip95805V108)	26.6K	QoQ NEW(+26.6K) YoY NEW(+26.6K)	All Managers (Combined)	$30.0K	0.2% ($30.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Energy Transfer LP(ETcusip29273V100)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$27.0K	0.2% ($27.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Sanofi(SNYcusip80105N105)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$27.0K	0.2% ($27.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip464288588)✕	270	QoQ 0.00% (+0) YoY NEW(+270)	All Managers (Combined)	$25.0K	0.1% ($25.0K/$17.4M)	QoQ +4.16% (+$0) YoY NEW(+$0)
(cusip92206C714)✕	296	QoQ NEW(+296) YoY NEW(+296)	All Managers (Combined)	$24.0K	0.1% ($24.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
BAYTEX ENERGY CORP.(BTEcusip07317Q105)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$22.0K	0.1% ($22.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
LOCKHEED MARTIN CORP(LMTcusip539830109)	48	QoQ NEW(+48) YoY NEW(+48)	All Managers (Combined)	$21.0K	0.1% ($21.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip878742204)✕	588	QoQ NEW(+588) YoY NEW(+588)	All Managers (Combined)	$21.0K	0.1% ($21.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$20.0K	0.1% ($20.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Corteva, Inc.(CTVAcusip22052L104)	295	QoQ NEW(+295) YoY NEW(+295)	All Managers (Combined)	$18.0K	0.1% ($18.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$17.0K	0.1% ($17.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
NETFLIX INC(NFLXcusip64110L106)	17	QoQ NEW(+17) YoY NEW(+17)	All Managers (Combined)	$15.0K	0.1% ($15.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip46137V365)✕	175	QoQ NEW(+175) YoY NEW(+175)	All Managers (Combined)	$14.0K	0.1% ($14.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
KKR & Co. Inc.(KKRcusip48251W104)	125	QoQ NEW(+125) YoY NEW(+125)	All Managers (Combined)	$14.0K	0.1% ($14.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Uber Technologies, Inc(UBERcusip90353T100)	190	QoQ NEW(+190) YoY NEW(+190)	All Managers (Combined)	$13.0K	0.1% ($13.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Duke Energy CORP(DUKcusip26441C204)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$12.0K	0.1% ($12.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
STARBUCKS CORP(SBUXcusip855244109)	120	QoQ NEW(+120) YoY NEW(+120)	All Managers (Combined)	$11.0K	0.1% ($11.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
TFI International Inc.(TFIIcusip87241L109)	145	QoQ NEW(+145) YoY NEW(+145)	All Managers (Combined)	$11.0K	0.1% ($11.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
DANAHER CORP /DE/(DHRcusip235851102)	56	QoQ NEW(+56) YoY NEW(+56)	All Managers (Combined)	$11.0K	0.1% ($11.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip15135U117)✕	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$9.0K	0.1% ($9.0K/$17.4M)	QoQ NEW(+$0) YoY NEW(+$0)