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

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464287879

Shares:3.1K

Value:$302.0K

% of Portfolio:87.4% ($302.0K/$345.6K)

KELLANOVA

K|487836108

Shares:3.6K

Value:$300.0K

% of Portfolio:86.8% ($300.0K/$345.6K)

Public Storage

PSA|74460D109

Shares:1.0K

Value:$300.0K

% of Portfolio:86.8% ($300.0K/$345.6K)

Fox Corp

FOX|35137L204

Shares:5.6K

Value:$295.0K

% of Portfolio:85.4% ($295.0K/$345.6K)

315911693

Shares:1.9K

Value:$294.0K

% of Portfolio:85.1% ($294.0K/$345.6K)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:5.2K

Value:$285.0K

% of Portfolio:82.5% ($285.0K/$345.6K)

INTEL CORP

INTC|458140100

Shares:12.4K

Value:$282.0K

% of Portfolio:81.6% ($282.0K/$345.6K)

FIRST HORIZON CORP

FHN|320517105

Shares:14.3K

Value:$276.0K

% of Portfolio:79.9% ($276.0K/$345.6K)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:29.4K

Value:$275.0K

% of Portfolio:79.6% ($275.0K/$345.6K)

Archer-Daniels-Midland Co

ADM|039483102

Shares:5.7K

Value:$274.0K

% of Portfolio:79.3% ($274.0K/$345.6K)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:755

Value:$274.0K

% of Portfolio:79.3% ($274.0K/$345.6K)

808509756

Shares:2.9K

Value:$274.0K

% of Portfolio:79.3% ($274.0K/$345.6K)

COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP

SBS|20441A102

Shares:14.7K

Value:$262.0K

% of Portfolio:75.8% ($262.0K/$345.6K)

BioNTech SE

BNTX|09075V102

Shares:2.8K

Value:$258.0K

% of Portfolio:74.7% ($258.0K/$345.6K)

DIAGEO PLC

DEO|25243Q205

Shares:2.5K

Value:$257.0K

% of Portfolio:74.4% ($257.0K/$345.6K)

Snap-on Inc

SNA|833034101

Shares:759

Value:$255.0K

% of Portfolio:73.8% ($255.0K/$345.6K)

Booking Holdings Inc.

BKNG|09857L108

Shares:55

Value:$253.0K

% of Portfolio:73.2% ($253.0K/$345.6K)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:497

Value:$247.0K

% of Portfolio:71.5% ($247.0K/$345.6K)

Air Products & Chemicals, Inc.

APD|009158106

Shares:833

Value:$245.0K

% of Portfolio:70.9% ($245.0K/$345.6K)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.2K

Value:$235.0K

% of Portfolio:68.0% ($235.0K/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287879)✕	3.1K	QoQ 0.00% (-0) YoY -6.95% (-232)	All Managers (Combined)	$302.0K	87.4% ($302.0K/$345.6K)	QoQ -10.11% (-$0) YoY -11.95% (-$0)
KELLANOVA(Kcusip487836108)	3.6K	QoQ 0.00% (+0) YoY NEW(+3.6K)	All Managers (Combined)	$300.0K	86.8% ($300.0K/$345.6K)	QoQ +2.04% (+$0) YoY NEW(+$0)
Public Storage(PSAcusip74460D109)	1.0K	QoQ 0.00% (+0) YoY -2.24% (-23)	All Managers (Combined)	$300.0K	86.8% ($300.0K/$345.6K)	QoQ 0.00% (+$0) YoY +0.67% (-$0)
Fox Corp(FOXcusip35137L204)	5.6K	QoQ +1.24% (+69) YoY NEW(+5.6K)	All Managers (Combined)	$295.0K	85.4% ($295.0K/$345.6K)	QoQ +16.60% (+$0) YoY NEW(+$0)
(cusip315911693)✕	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$294.0K	85.1% ($294.0K/$345.6K)	QoQ -5.16% (-$0) YoY NEW(+$0)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	5.2K	QoQ -1.42% (-75) YoY NEW(+5.2K)	All Managers (Combined)	$285.0K	82.5% ($285.0K/$345.6K)	QoQ +2.15% (-$0) YoY NEW(+$0)
INTEL CORP(INTCcusip458140100)	12.4K	QoQ -2.03% (-258) YoY -44.30% (-9.9K)	All Managers (Combined)	$282.0K	81.6% ($282.0K/$345.6K)	QoQ +11.02% (-$0) YoY -71.39% (-$1)
FIRST HORIZON CORP(FHNcusip320517105)	14.3K	QoQ +0.06% (-9) YoY NEW(+14.3K)	All Managers (Combined)	$276.0K	79.9% ($276.0K/$345.6K)	QoQ -3.83% (-$0) YoY NEW(+$0)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	29.4K	QoQ -15.30% (-5.3K) YoY NEW(+29.4K)	All Managers (Combined)	$275.0K	79.6% ($275.0K/$345.6K)	QoQ -6.77% (-$0) YoY NEW(+$0)
Archer-Daniels-Midland Co(ADMcusip039483102)	5.7K	QoQ -26.94% (-2.1K) YoY +20.26% (-965)	All Managers (Combined)	$274.0K	79.3% ($274.0K/$345.6K)	QoQ -30.80% (-$0) YoY -8.66% (-$0)
EVEREST GROUP, LTD.(EGcusipG3223R108)	755	QoQ -43.14% (-573) YoY NEW(+755)	All Managers (Combined)	$274.0K	79.3% ($274.0K/$345.6K)	QoQ -43.03% (-$0) YoY NEW(+$0)
(cusip808509756)✕	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$274.0K	79.3% ($274.0K/$345.6K)	QoQ -4.86% (-$0) YoY NEW(+$0)
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP(SBScusip20441A102)	14.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$262.0K	75.8% ($262.0K/$345.6K)	QoQ +24.76% (+$0) YoY +5.64% (+$0)
BioNTech SE(BNTXcusip09075V102)	2.8K	QoQ -3.04% (-89) YoY -8.83% (-275)	All Managers (Combined)	$258.0K	74.7% ($258.0K/$345.6K)	QoQ -22.52% (-$0) YoY -10.41% (-$0)
DIAGEO PLC(DEOcusip25243Q205)	2.5K	QoQ -40.65% (-1.7K) YoY -14.16% (-405)	All Managers (Combined)	$257.0K	74.4% ($257.0K/$345.6K)	QoQ -51.04% (-$0) YoY -39.67% (-$0)
Snap-on Inc(SNAcusip833034101)	759	QoQ -1.42% (-11) YoY NEW(+759)	All Managers (Combined)	$255.0K	73.8% ($255.0K/$345.6K)	QoQ -2.29% (-$0) YoY NEW(+$0)
Booking Holdings Inc.(BKNGcusip09857L108)	55	QoQ 0.00% (-0) YoY NEW(+55)	All Managers (Combined)	$253.0K	73.2% ($253.0K/$345.6K)	QoQ -7.32% (-$0) YoY NEW(+$0)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	497	QoQ 0.00% (-0) YoY -0.20% (-1)	All Managers (Combined)	$247.0K	71.5% ($247.0K/$345.6K)	QoQ -4.26% (-$0) YoY -14.82% (-$0)
Air Products & Chemicals, Inc.(APDcusip009158106)	833	QoQ +6.93% (+54) YoY NEW(+833)	All Managers (Combined)	$245.0K	70.9% ($245.0K/$345.6K)	QoQ +8.88% (+$0) YoY NEW(+$0)
LAM RESEARCH CORP(LRCXcusip512807306)	3.2K	QoQ 0.00% (+0) YoY NEW(+3.2K)	All Managers (Combined)	$235.0K	68.0% ($235.0K/$345.6K)	QoQ +0.42% (+$0) YoY NEW(+$0)