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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12532H104

Shares:29.5K

Value:$2.9M

% of Portfolio:853.0% ($2.9M/$345.6K)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:23.4K

Value:$2.8M

% of Portfolio:823.2% ($2.8M/$345.6K)

AMGEN INC

AMGN|031162100

Shares:9.1K

Value:$2.8M

% of Portfolio:819.8% ($2.8M/$345.6K)

Mastercard Inc

MA|57636Q104

Shares:5.2K

Value:$2.8M

% of Portfolio:818.6% ($2.8M/$345.6K)

Elevance Health, Inc.

ELV|036752103

Shares:6.3K

Value:$2.8M

% of Portfolio:798.1% ($2.8M/$345.6K)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:28.4K

Value:$2.7M

% of Portfolio:767.1% ($2.7M/$345.6K)

Accenture plc

ACN|G1151C101

Shares:8.1K

Value:$2.5M

% of Portfolio:730.1% ($2.5M/$345.6K)

Vipshop Holdings Ltd

VIPS|92763W103

Shares:151.2K

Value:$2.4M

% of Portfolio:685.8% ($2.4M/$345.6K)

Ferrari N.V.

RACE|N3167Y103

Shares:5.3K

Value:$2.3M

% of Portfolio:658.6% ($2.3M/$345.6K)

Motorola Solutions, Inc.

MSI|620076307

Shares:5.2K

Value:$2.3M

% of Portfolio:652.8% ($2.3M/$345.6K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:35.2K

Value:$2.2M

% of Portfolio:628.2% ($2.2M/$345.6K)

CME GROUP INC.

CME|12572Q105

Shares:8.2K

Value:$2.2M

% of Portfolio:627.0% ($2.2M/$345.6K)

Shell plc

SHEL|780259305

Shares:29.4K

Value:$2.2M

% of Portfolio:623.6% ($2.2M/$345.6K)

AMAZON COM INC

AMZN|023135106

Shares:11.3K

Value:$2.1M

% of Portfolio:621.0% ($2.1M/$345.6K)

Chubb Ltd

CB|H1467J104

Shares:6.9K

Value:$2.1M

% of Portfolio:607.1% ($2.1M/$345.6K)

RB GLOBAL INC.

RBA.TO|74935Q107

Shares:20.8K

Value:$2.1M

% of Portfolio:604.8% ($2.1M/$345.6K)

FISERV INC

FI|337738108

Shares:9.4K

Value:$2.1M

% of Portfolio:601.6% ($2.1M/$345.6K)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:11.9K

Value:$2.1M

% of Portfolio:593.5% ($2.1M/$345.6K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.1K

Value:$2.0M

% of Portfolio:581.9% ($2.0M/$345.6K)

NOVARTIS AG

NVS|66987V109

Shares:17.8K

Value:$2.0M

% of Portfolio:573.2% ($2.0M/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip12532H104)✕	29.5K	QoQ -2.82% (-860) YoY -1.07% (-321)	All Managers (Combined)	$2.9M	853.0% ($2.9M/$345.6K)	QoQ -11.28% (-$0) YoY -10.66% (-$0)
TJX COMPANIES INC /DE/(TJXcusip872540109)	23.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.8M	823.2% ($2.8M/$345.6K)	QoQ +0.85% (+$0) YoY +20.09% (+$0)
AMGEN INC(AMGNcusip031162100)	9.1K	QoQ 0.00% (+0) YoY -0.85% (-78)	All Managers (Combined)	$2.8M	819.8% ($2.8M/$345.6K)	QoQ +19.53% (+$0) YoY +8.58% (-$0)
Mastercard Inc(MAcusip57636Q104)	5.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.8M	818.6% ($2.8M/$345.6K)	QoQ +4.08% (+$0) YoY +13.79% (+$0)
Elevance Health, Inc.(ELVcusip036752103)	6.3K	QoQ +1.47% (+92) YoY +4.70% (-285)	All Managers (Combined)	$2.8M	798.1% ($2.8M/$345.6K)	QoQ +19.65% (+$0) YoY -12.19% (-$0)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	28.4K	QoQ +0.67% (+191) YoY +2.61% (-723)	All Managers (Combined)	$2.7M	767.1% ($2.7M/$345.6K)	QoQ +3.27% (+$0) YoY -9.98% (-$0)
Accenture plc(ACNcusipG1151C101)	8.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.5M	730.1% ($2.5M/$345.6K)	QoQ -11.31% (-$0) YoY -10.02% (-$0)
Vipshop Holdings Ltd(VIPScusip92763W103)	151.2K	QoQ 0.00% (+15) YoY +4.70% (-6.8K)	All Managers (Combined)	$2.4M	685.8% ($2.4M/$345.6K)	QoQ +16.40% (+$0) YoY -0.83% (-$0)
Ferrari N.V.(RACEcusipN3167Y103)	5.3K	QoQ +0.01% (+1) YoY -2.25% (-123)	All Managers (Combined)	$2.3M	658.6% ($2.3M/$345.6K)	QoQ +0.75% (+$0) YoY -4.08% (-$0)
Motorola Solutions, Inc.(MSIcusip620076307)	5.2K	QoQ -1.26% (-66) YoY +5.87% (+286)	All Managers (Combined)	$2.3M	652.8% ($2.3M/$345.6K)	QoQ -6.50% (-$0) YoY +30.48% (+$1)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	35.2K	QoQ +0.05% (+20) YoY +8.70% (+2.8K)	All Managers (Combined)	$2.2M	628.2% ($2.2M/$345.6K)	QoQ +4.27% (+$0) YoY +34.34% (+$1)
CME GROUP INC.(CMEcusip12572Q105)	8.2K	QoQ 0.00% (+0) YoY +7.28% (+555)	All Managers (Combined)	$2.2M	627.0% ($2.2M/$345.6K)	QoQ +14.23% (+$0) YoY +32.13% (+$1)
Shell plc(SHELcusip780259305)	29.4K	QoQ +10.73% (+2.9K) YoY +9.99% (+2.7K)	All Managers (Combined)	$2.2M	623.6% ($2.2M/$345.6K)	QoQ +29.50% (+$0) YoY +20.18% (+$0)
AMAZON COM INC(AMZNcusip023135106)	11.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.1M	621.0% ($2.1M/$345.6K)	QoQ -13.25% (-$0) YoY +5.45% (+$0)
Chubb Ltd(CBcusipH1467J104)	6.9K	QoQ 0.00% (+0) YoY -1.05% (-74)	All Managers (Combined)	$2.1M	607.1% ($2.1M/$345.6K)	QoQ +9.27% (+$0) YoY +15.27% (-$0)
RB GLOBAL INC.(RBA.TOcusip74935Q107)	20.8K	QoQ 0.00% (+0) YoY -1.84% (-391)	All Managers (Combined)	$2.1M	604.8% ($2.1M/$345.6K)	QoQ +11.22% (+$0) YoY +29.17% (-$0)
FISERV INC(FIcusip337738108)	9.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.1M	601.6% ($2.1M/$345.6K)	QoQ +7.49% (+$0) YoY +38.04% (+$1)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	11.9K	QoQ 0.00% (+0) YoY -1.57% (-190)	All Managers (Combined)	$2.1M	593.5% ($2.1M/$345.6K)	QoQ +15.74% (+$0) YoY +23.47% (-$0)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.1K	QoQ +0.14% (+3) YoY +14.17% (+264)	All Managers (Combined)	$2.0M	581.9% ($2.0M/$345.6K)	QoQ +3.34% (+$0) YoY +47.32% (+$1)
NOVARTIS AG(NVScusip66987V109)	17.8K	QoQ +11.85% (+1.9K) YoY +10.11% (+1.6K)	All Managers (Combined)	$2.0M	573.2% ($2.0M/$345.6K)	QoQ +28.13% (+$0) YoY +26.82% (+$0)