Lester-Murray-Antman-Dba-Simplyrich

AI_NATIVE detailed information: This accession holds the following tickers:[
  "EBR",
  "IMO",
  "RBA.TO",
  "MU",
  "ACN",
  "A",
  "APD",
  "BABA",
  "GOOGL",
  "ATAT",
  "AU",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "BIDU",
  "SBS",
  "COF",
  "COOP",
  "EBAY",
  "QFIN",
  "EXPD",
  "LOGI",
  "GD",
  "JANX",
  "HD",
  "AZN",
  "MCD",
  "FMX",
  "UNP",
  "SCCO",
  "HSBC",
  "CMBT",
  "ITW",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "SUZ",
  "TGS",
  null,
  null,
  "IQ",
  "LRCX",
  "LIN",
  null,
  null,
  "MMC",
  "SLF",
  null,
  "MA",
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "FHN",
  "NVS",
  "ORLY",
  "IX",
  "ADM",
  "PCAR",
  "ZTO",
  "ORCL",
  "NOC",
  "PYPL",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "HLN",
  "ENB",
  "INTC",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "NMR",
  "AMGN",
  "PKG",
  "DGX",
  "RELX",
  null,
  null,
  null,
  "SRE",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  "RSG",
  "IBM",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  null,
  "UL",
  "VNQ",
  "SCHW",
  "ALC",
  "ACWV",
  null,
  "CHT",
  null,
  "NGG",
  "VIG",
  "TTE",
  "TEF",
  "TSCO",
  null,
  null,
  "TSM",
  "GFI",
  "BN.TO",
  "K",
  "VRSK",
  "AON",
  "AMCR",
  "APTV",
  "AFL",
  "SONY",
  "FI",
  null,
  "DEO",
  "WM",
  "FOX",
  "FTNT",
  "CAH",
  "RACE",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "TTWO",
  "SIRI",
  null,
  "TME",
  "NTES",
  "BEKE",
  "PDD",
  "VALE",
  "V",
  "VIPS",
  "VICI",
  "WMT",
  "WIT",
  "WPM",
  "WTW",
  null,
  "GRMN",
  "FINV",
  "CHKP",
  "RDY",
  "INFY",
  "JCI",
  "TAK",
  "TRP",
  "TCOM",
  "PSO",
  "SYY",
  null,
  "LYB",
  "TRI.TO",
  "MCK",
  "PSA",
  "EG",
  "FDX",
  null,
  "ADP",
  "AZO",
  null,
  "BRK-A",
  "BRK-B",
  "BNTX",
  "BTI",
  "BAM.TO",
  "CNI",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "KOF",
  "CME",
  "KO",
  "CMCSA",
  "CRBG",
  "COST",
  "CRH",
  "CVS",
  "DELL",
  "DE",
  "RSP",
  "VOD",
  "USMV",
  "NKE",
  "DIS",
  "ELV",
  "GOOG",
  "PM",
  "MO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 214
Total Value: 345592
Accession Number: 0001842974-25-000009
Form Type: 13F-HR
CIK: lester-murray-antman-dba-simplyrich
Manager Name: Lester-Murray-Antman-Dba-Simplyrich

Data Enrichment

87% identified

187 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

214 positions • $345.6K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

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Apple Inc.

AAPL|037833100

Shares:108.6K

Value:$24.1M

% of Portfolio:6977.3% ($24.1M/$345.6K)

46429B697

USMV|46429B697

Shares:211.9K

Value:$19.8M

% of Portfolio:5742.9% ($19.8M/$345.6K)

46429B689

EFAV|46429B689

Shares:203.5K

Value:$15.9M

% of Portfolio:4587.8% ($15.9M/$345.6K)

Alphabet Inc.

GOOG|02079K107

Shares:99.2K

Value:$15.5M

% of Portfolio:4483.3% ($15.5M/$345.6K)

464286533

Shares:257.5K

Value:$15.0M

% of Portfolio:4346.5% ($15.0M/$345.6K)

MICROSOFT CORP

MSFT|594918104

Shares:26.3K

Value:$9.9M

% of Portfolio:2852.5% ($9.9M/$345.6K)

Alphabet Inc.

GOOGL|02079K305

Shares:61.7K

Value:$9.5M

% of Portfolio:2762.8% ($9.5M/$345.6K)

VISA INC.

V|92826C839

Shares:23.6K

Value:$8.3M

% of Portfolio:2388.4% ($8.3M/$345.6K)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:15.2K

Value:$7.9M

% of Portfolio:2298.7% ($7.9M/$345.6K)

HOME DEPOT, INC.

HD|437076102

Shares:17.1K

Value:$6.3M

% of Portfolio:1810.2% ($6.3M/$345.6K)

NOVO NORDISK A S

NVO|670100205

Shares:86.6K

Value:$6.0M

% of Portfolio:1739.9% ($6.0M/$345.6K)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:34.9K

Value:$5.8M

% of Portfolio:1676.0% ($5.8M/$345.6K)

46137V357

RSP|46137V357

Shares:26.1K

Value:$4.5M

% of Portfolio:1307.3% ($4.5M/$345.6K)

46434V647

Shares:176.5K

Value:$4.3M

% of Portfolio:1239.0% ($4.3M/$345.6K)

Cigna Group

CI|125523100

Shares:12.5K

Value:$4.1M

% of Portfolio:1190.1% ($4.1M/$345.6K)

RELX PLC

RELX|759530108

Shares:81.0K

Value:$4.1M

% of Portfolio:1181.5% ($4.1M/$345.6K)

Walmart Inc.

WMT|931142103

Shares:45.8K

Value:$4.0M

% of Portfolio:1163.2% ($4.0M/$345.6K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.3K

Value:$3.9M

% of Portfolio:1121.6% ($3.9M/$345.6K)

MCKESSON CORP

MCK|58155Q103

Shares:5.2K

Value:$3.5M

% of Portfolio:1010.7% ($3.5M/$345.6K)

MCDONALDS CORP

MCD|580135101

Shares:10.9K

Value:$3.4M

% of Portfolio:981.2% ($3.4M/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	108.6K	QoQ -0.09% (-100) YoY -1.53% (-1.7K)	All Managers (Combined)	$24.1M	6977.3% ($24.1M/$345.6K)	QoQ -11.37% (-$3) YoY +27.54% (-$5)
(USMVcusip46429B697)	211.9K	QoQ +12.56% (+23.7K) YoY +11.80% (+22.4K)	All Managers (Combined)	$19.8M	5742.9% ($19.8M/$345.6K)	QoQ +18.73% (+$3) YoY +25.28% (+$4)
(EFAVcusip46429B689)	203.5K	QoQ +0.76% (+1.5K) YoY +7.56% (+14.3K)	All Managers (Combined)	$15.9M	4587.8% ($15.9M/$345.6K)	QoQ +11.03% (+$2) YoY +18.23% (+$2)
Alphabet Inc.(GOOGcusip02079K107)	99.2K	QoQ -0.04% (-48) YoY -0.59% (-591)	All Managers (Combined)	$15.5M	4483.3% ($15.5M/$345.6K)	QoQ -18.00% (-$3) YoY +1.99% (-$0)
(cusip464286533)✕	257.5K	QoQ -1.01% (-2.6K) YoY +4.05% (+10.0K)	All Managers (Combined)	$15.0M	4346.5% ($15.0M/$345.6K)	QoQ -0.41% (-$0) YoY +7.26% (+$1)
MICROSOFT CORP(MSFTcusip594918104)	26.3K	QoQ -0.04% (-12) YoY -0.14% (-37)	All Managers (Combined)	$9.9M	2852.5% ($9.9M/$345.6K)	QoQ -10.98% (-$1) YoY -10.90% (-$1)
Alphabet Inc.(GOOGLcusip02079K305)	61.7K	QoQ 0.00% (-0) YoY -0.05% (-33)	All Managers (Combined)	$9.5M	2762.8% ($9.5M/$345.6K)	QoQ -18.30% (-$2) YoY +2.39% (-$0)
VISA INC.(Vcusip92826C839)	23.6K	QoQ 0.00% (+0) YoY -0.39% (-93)	All Managers (Combined)	$8.3M	2388.4% ($8.3M/$345.6K)	QoQ +10.89% (+$1) YoY +25.07% (-$2)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	15.2K	QoQ 0.00% (+0) YoY -0.19% (-29)	All Managers (Combined)	$7.9M	2298.7% ($7.9M/$345.6K)	QoQ +3.53% (+$0) YoY +5.65% (-$0)
HOME DEPOT, INC.(HDcusip437076102)	17.1K	QoQ -0.16% (-29) YoY +1.34% (-226)	All Managers (Combined)	$6.3M	1810.2% ($6.3M/$345.6K)	QoQ -5.93% (-$0) YoY -3.18% (-$0)
NOVO NORDISK A S(NVOcusip670100205)	86.6K	QoQ +0.61% (-527) YoY +0.09% (-78)	All Managers (Combined)	$6.0M	1739.9% ($6.0M/$345.6K)	QoQ -18.78% (-$1) YoY -45.88% (-$5)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	34.9K	QoQ 0.00% (-0) YoY -1.03% (-365)	All Managers (Combined)	$5.8M	1676.0% ($5.8M/$345.6K)	QoQ -15.94% (-$1) YoY +20.71% (-$1)
(RSPcusip46137V357)	26.1K	QoQ +0.18% (-49) YoY +0.28% (+73)	All Managers (Combined)	$4.5M	1307.3% ($4.5M/$345.6K)	QoQ -0.96% (-$0) YoY +2.54% (+$0)
(cusip46434V647)✕	176.5K	QoQ -31.68% (-81.9K) YoY -43.22% (-134.4K)	All Managers (Combined)	$4.3M	1239.0% ($4.3M/$345.6K)	QoQ -30.85% (-$2) YoY -41.84% (-$3)
Cigna Group(CIcusip125523100)	12.5K	QoQ 0.00% (+0) YoY -0.28% (-36)	All Managers (Combined)	$4.1M	1190.1% ($4.1M/$345.6K)	QoQ +19.14% (+$1) YoY -9.70% (-$0)
RELX PLC(RELXcusip759530108)	81.0K	QoQ -0.01% (-11) YoY +5.61% (+4.3K)	All Managers (Combined)	$4.1M	1181.5% ($4.1M/$345.6K)	QoQ +10.98% (-$0) YoY +22.94% (+$1)
Walmart Inc.(WMTcusip931142103)	45.8K	QoQ 0.00% (-2) YoY +3.94% (+1.7K)	All Managers (Combined)	$4.0M	1163.2% ($4.0M/$345.6K)	QoQ -2.82% (-$0) YoY +51.64% (+$1)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.3K	QoQ 0.00% (+0) YoY +2.04% (+146)	All Managers (Combined)	$3.9M	1121.6% ($3.9M/$345.6K)	QoQ +17.52% (+$1) YoY +29.20% (+$1)
MCKESSON CORP(MCKcusip58155Q103)	5.2K	QoQ 0.00% (+0) YoY +3.67% (+184)	All Managers (Combined)	$3.5M	1010.7% ($3.5M/$345.6K)	QoQ +18.08% (+$1) YoY +29.89% (+$1)
MCDONALDS CORP(MCDcusip580135101)	10.9K	QoQ -0.39% (-43) YoY +5.19% (+536)	All Managers (Combined)	$3.4M	981.2% ($3.4M/$345.6K)	QoQ +7.34% (-$0) YoY +16.48% (+$0)