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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SAP SE

SAP|803054204

Shares:7.4K

Value:$2.0M

% of Portfolio:572.6% ($2.0M/$345.6K)

PACCAR INC

PCAR|693718108

Shares:19.6K

Value:$1.9M

% of Portfolio:552.4% ($1.9M/$345.6K)

RTX Corp

RTX|75513E101

Shares:14.2K

Value:$1.9M

% of Portfolio:544.9% ($1.9M/$345.6K)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:6.2K

Value:$1.9M

% of Portfolio:543.7% ($1.9M/$345.6K)

UNILEVER PLC

UL|904767704

Shares:31.5K

Value:$1.9M

% of Portfolio:543.1% ($1.9M/$345.6K)

AFLAC INC

AFL|001055102

Shares:16.7K

Value:$1.9M

% of Portfolio:537.0% ($1.9M/$345.6K)

502441306

Shares:14.8K

Value:$1.8M

% of Portfolio:530.4% ($1.8M/$345.6K)

464286525

ACWV|464286525

Shares:15.7K

Value:$1.8M

% of Portfolio:527.5% ($1.8M/$345.6K)

COMCAST CORP

CMCSA|20030N101

Shares:49.3K

Value:$1.8M

% of Portfolio:526.1% ($1.8M/$345.6K)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:18.6K

Value:$1.8M

% of Portfolio:525.2% ($1.8M/$345.6K)

TOYOTA MOTOR CORP/

TM|892331307

Shares:9.7K

Value:$1.7M

% of Portfolio:497.1% ($1.7M/$345.6K)

GAS TRANSPORTER OF THE SOUTH INC

TGS|893870204

Shares:64.5K

Value:$1.7M

% of Portfolio:493.9% ($1.7M/$345.6K)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:461.8% ($1.6M/$345.6K)

NIKE, Inc.

NKE|654106103

Shares:24.8K

Value:$1.6M

% of Portfolio:456.0% ($1.6M/$345.6K)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:3.1K

Value:$1.6M

% of Portfolio:454.3% ($1.6M/$345.6K)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:7.6K

Value:$1.6M

% of Portfolio:453.1% ($1.6M/$345.6K)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:6.2K

Value:$1.5M

% of Portfolio:440.7% ($1.5M/$345.6K)

FEDEX CORP

FDX|31428X106

Shares:6.2K

Value:$1.5M

% of Portfolio:440.4% ($1.5M/$345.6K)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:8.3K

Value:$1.4M

% of Portfolio:419.6% ($1.4M/$345.6K)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.1K

Value:$1.4M

% of Portfolio:407.1% ($1.4M/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
SAP SE(SAPcusip803054204)	7.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.0M	572.6% ($2.0M/$345.6K)	QoQ +9.03% (+$0) YoY +37.52% (+$1)
PACCAR INC(PCARcusip693718108)	19.6K	QoQ -1.01% (-201) YoY +3.15% (-600)	All Managers (Combined)	$1.9M	552.4% ($1.9M/$345.6K)	QoQ -7.33% (-$0) YoY -18.93% (-$0)
RTX Corp(RTXcusip75513E101)	14.2K	QoQ 0.00% (+0) YoY -2.66% (-389)	All Managers (Combined)	$1.9M	544.9% ($1.9M/$345.6K)	QoQ +14.46% (+$0) YoY +32.14% (-$0)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	6.2K	QoQ 0.00% (+0) YoY +16.44% (+869)	All Managers (Combined)	$1.9M	543.7% ($1.9M/$345.6K)	QoQ +4.38% (+$0) YoY +42.34% (+$1)
UNILEVER PLC(ULcusip904767704)	31.5K	QoQ -9.27% (-3.2K) YoY -3.48% (-1.1K)	All Managers (Combined)	$1.9M	543.1% ($1.9M/$345.6K)	QoQ -4.72% (-$0) YoY +14.45% (-$0)
AFLAC INC(AFLcusip001055102)	16.7K	QoQ +0.77% (+128) YoY +19.21% (+2.7K)	All Managers (Combined)	$1.9M	537.0% ($1.9M/$345.6K)	QoQ +8.34% (+$0) YoY +54.28% (+$1)
(cusip502441306)✕	14.8K	QoQ 0.00% (-0) YoY NEW(+14.8K)	All Managers (Combined)	$1.8M	530.4% ($1.8M/$345.6K)	QoQ -5.22% (-$0) YoY NEW(+$2)
(ACWVcusip464286525)	15.7K	QoQ +4.01% (+605) YoY +3.10% (+472)	All Managers (Combined)	$1.8M	527.5% ($1.8M/$345.6K)	QoQ +10.82% (+$0) YoY +13.93% (+$0)
COMCAST CORP(CMCSAcusip20030N101)	49.3K	QoQ -5.27% (-2.7K) YoY -7.50% (-4.0K)	All Managers (Combined)	$1.8M	526.1% ($1.8M/$345.6K)	QoQ -6.86% (-$0) YoY -21.29% (-$0)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	18.6K	QoQ +1.00% (-186) YoY +8.65% (-1.5K)	All Managers (Combined)	$1.8M	525.2% ($1.8M/$345.6K)	QoQ -3.04% (-$0) YoY -19.65% (-$0)
TOYOTA MOTOR CORP/(TMcusip892331307)	9.7K	QoQ +0.01% (-1) YoY +3.87% (-363)	All Managers (Combined)	$1.7M	497.1% ($1.7M/$345.6K)	QoQ -9.29% (-$0) YoY -27.17% (-$1)
GAS TRANSPORTER OF THE SOUTH INC(TGScusip893870204)	64.5K	QoQ 0.00% (-0) YoY -5.01% (-3.4K)	All Managers (Combined)	$1.7M	493.9% ($1.7M/$345.6K)	QoQ -9.58% (-$0) YoY +66.37% (-$1)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$1.6M	461.8% ($1.6M/$345.6K)	QoQ NEW(+$2) YoY NEW(+$2)
NIKE, Inc.(NKEcusip654106103)	24.8K	QoQ -1.74% (-440) YoY -3.42% (-881)	All Managers (Combined)	$1.6M	456.0% ($1.6M/$345.6K)	QoQ -17.57% (-$0) YoY -34.82% (-$1)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	454.3% ($1.6M/$345.6K)	QoQ +9.10% (+$0) YoY +6.87% (+$0)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	7.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	453.1% ($1.6M/$345.6K)	QoQ +12.58% (+$0) YoY +39.44% (+$0)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	6.2K	QoQ 0.00% (+0) YoY +8.10% (+468)	All Managers (Combined)	$1.5M	440.7% ($1.5M/$345.6K)	QoQ +14.94% (+$0) YoY +27.98% (+$0)
FEDEX CORP(FDXcusip31428X106)	6.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5M	440.4% ($1.5M/$345.6K)	QoQ -13.37% (-$0) YoY -15.91% (-$0)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	8.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	419.6% ($1.4M/$345.6K)	QoQ -8.86% (-$0) YoY +8.61% (+$0)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.1K	QoQ +15.63% (+426) YoY +14.83% (+407)	All Managers (Combined)	$1.4M	407.1% ($1.4M/$345.6K)	QoQ +6.34% (+$0) YoY +12.74% (+$0)