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 11 of 11

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KE Holdings Inc.

BEKE|482497104

Shares:11.6K

Value:$233.0K

% of Portfolio:67.4% ($233.0K/$345.6K)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:1.2K

Value:$232.0K

% of Portfolio:67.1% ($232.0K/$345.6K)

067901108

Shares:11.8K

Value:$230.0K

% of Portfolio:66.6% ($230.0K/$345.6K)

316389303

Shares:1.2K

Value:$228.0K

% of Portfolio:66.0% ($228.0K/$345.6K)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:761

Value:$226.0K

% of Portfolio:65.4% ($226.0K/$345.6K)

Vale S.A.

VALE|91912E105

Shares:22.7K

Value:$226.0K

% of Portfolio:65.4% ($226.0K/$345.6K)

ZTO Express (Cayman) Inc.

ZTO|98980A105

Shares:11.3K

Value:$224.0K

% of Portfolio:64.8% ($224.0K/$345.6K)

256206202

Shares:15.3K

Value:$223.0K

% of Portfolio:64.5% ($223.0K/$345.6K)

Corebridge Financial, Inc.

CRBG|21871X109

Shares:7.0K

Value:$220.0K

% of Portfolio:63.7% ($220.0K/$345.6K)

VICI PROPERTIES INC.

VICI|925652109

Shares:6.6K

Value:$216.0K

% of Portfolio:62.5% ($216.0K/$345.6K)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:1.7K

Value:$209.0K

% of Portfolio:60.5% ($209.0K/$345.6K)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:9.1K

Value:$204.0K

% of Portfolio:59.0% ($204.0K/$345.6K)

Dell Technologies Inc.

DELL|24703L202

Shares:2.2K

Value:$204.0K

% of Portfolio:59.0% ($204.0K/$345.6K)

921946869

Shares:6.1K

Value:$200.0K

% of Portfolio:57.9% ($200.0K/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
KE Holdings Inc.(BEKEcusip482497104)	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$233.0K	67.4% ($233.0K/$345.6K)	QoQ NEW(+$0) YoY NEW(+$0)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	1.2K	QoQ 0.00% (-0) YoY -0.17% (-2)	All Managers (Combined)	$232.0K	67.1% ($232.0K/$345.6K)	QoQ -12.12% (-$0) YoY +3.57% (-$0)
(cusip067901108)✕	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$230.0K	66.6% ($230.0K/$345.6K)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip316389303)✕	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$228.0K	66.0% ($228.0K/$345.6K)	QoQ -12.97% (-$0) YoY NEW(+$0)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	761	QoQ 0.00% (+0) YoY NEW(+761)	All Managers (Combined)	$226.0K	65.4% ($226.0K/$345.6K)	QoQ +8.13% (+$0) YoY NEW(+$0)
Vale S.A.(VALEcusip91912E105)	22.7K	QoQ NEW(+22.7K) YoY NEW(+22.7K)	All Managers (Combined)	$226.0K	65.4% ($226.0K/$345.6K)	QoQ NEW(+$0) YoY NEW(+$0)
ZTO Express (Cayman) Inc.(ZTOcusip98980A105)	11.3K	QoQ -1.82% (-210) YoY NEW(+11.3K)	All Managers (Combined)	$224.0K	64.8% ($224.0K/$345.6K)	QoQ -0.44% (-$0) YoY NEW(+$0)
(cusip256206202)✕	15.3K	QoQ 0.00% (+0) YoY NEW(+15.3K)	All Managers (Combined)	$223.0K	64.5% ($223.0K/$345.6K)	QoQ +6.19% (+$0) YoY NEW(+$0)
Corebridge Financial, Inc.(CRBGcusip21871X109)	7.0K	QoQ +3.51% (+237) YoY NEW(+7.0K)	All Managers (Combined)	$220.0K	63.7% ($220.0K/$345.6K)	QoQ +9.45% (+$0) YoY NEW(+$0)
VICI PROPERTIES INC.(VICIcusip925652109)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$216.0K	62.5% ($216.0K/$345.6K)	QoQ NEW(+$0) YoY NEW(+$0)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	1.7K	QoQ NEW(+1.7K) YoY -14.30% (-291)	All Managers (Combined)	$209.0K	60.5% ($209.0K/$345.6K)	QoQ NEW(+$0) YoY -15.72% (-$0)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	9.1K	QoQ 0.00% (-0) YoY NEW(+9.1K)	All Managers (Combined)	$204.0K	59.0% ($204.0K/$345.6K)	QoQ -0.97% (-$0) YoY NEW(+$0)
Dell Technologies Inc.(DELLcusip24703L202)	2.2K	QoQ -23.66% (-694) YoY 0.00% (-0)	All Managers (Combined)	$204.0K	59.0% ($204.0K/$345.6K)	QoQ -39.46% (-$0) YoY -20.31% (-$0)
(cusip921946869)✕	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$200.0K	57.9% ($200.0K/$345.6K)	QoQ NEW(+$0) YoY NEW(+$0)