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 4 of 11

Sort by:

922908553

VNQ|922908553

Shares:15.3K

Value:$1.4M

% of Portfolio:401.9% ($1.4M/$345.6K)

MICRON TECHNOLOGY INC

MU|595112103

Shares:15.9K

Value:$1.4M

% of Portfolio:399.6% ($1.4M/$345.6K)

EBAY INC

EBAY|278642103

Shares:19.2K

Value:$1.3M

% of Portfolio:376.5% ($1.3M/$345.6K)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:5.2K

Value:$1.3M

% of Portfolio:365.2% ($1.3M/$345.6K)

ASML HOLDING NV

ASML|N07059210

Shares:1.9K

Value:$1.3M

% of Portfolio:364.6% ($1.3M/$345.6K)

Broadcom Inc.

AVGO|11135F101

Shares:7.5K

Value:$1.3M

% of Portfolio:362.6% ($1.3M/$345.6K)

ASTRAZENECA PLC

AZN|046353108

Shares:17.0K

Value:$1.3M

% of Portfolio:362.0% ($1.3M/$345.6K)

IMPERIAL OIL LTD

IMO|453038408

Shares:17.3K

Value:$1.2M

% of Portfolio:361.1% ($1.2M/$345.6K)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:23.6K

Value:$1.2M

% of Portfolio:357.4% ($1.2M/$345.6K)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:18.9K

Value:$1.2M

% of Portfolio:357.1% ($1.2M/$345.6K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.9K

Value:$1.2M

% of Portfolio:355.3% ($1.2M/$345.6K)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:7.1K

Value:$1.2M

% of Portfolio:353.6% ($1.2M/$345.6K)

GARMIN LTD

GRMN|H2906T109

Shares:5.4K

Value:$1.2M

% of Portfolio:339.1% ($1.2M/$345.6K)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.9K

Value:$1.2M

% of Portfolio:338.0% ($1.2M/$345.6K)

Mondelez International, Inc.

MDLZ|609207105

Shares:16.6K

Value:$1.1M

% of Portfolio:326.4% ($1.1M/$345.6K)

654624105

Shares:43.8K

Value:$1.1M

% of Portfolio:306.1% ($1.1M/$345.6K)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:4.3K

Value:$1.1M

% of Portfolio:306.1% ($1.1M/$345.6K)

Walt Disney Co

DIS|254687106

Shares:10.6K

Value:$1.0M

% of Portfolio:303.0% ($1.0M/$345.6K)

LINDE PLC

LIN|G54950103

Shares:2.2K

Value:$1.0M

% of Portfolio:297.2% ($1.0M/$345.6K)

78463X749

Shares:23.2K

Value:$1.0M

% of Portfolio:293.4% ($1.0M/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VNQcusip922908553)	15.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	401.9% ($1.4M/$345.6K)	QoQ +1.68% (+$0) YoY +4.67% (+$0)
MICRON TECHNOLOGY INC(MUcusip595112103)	15.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	399.6% ($1.4M/$345.6K)	QoQ +3.21% (+$0) YoY -26.34% (-$0)
EBAY INC(EBAYcusip278642103)	19.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	376.5% ($1.3M/$345.6K)	QoQ +9.32% (+$0) YoY +28.17% (+$0)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	5.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	365.2% ($1.3M/$345.6K)	QoQ +20.30% (+$0) YoY +26.32% (+$0)
ASML HOLDING NV(ASMLcusipN07059210)	1.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3M	364.6% ($1.3M/$345.6K)	QoQ -4.40% (-$0) YoY -31.78% (-$1)
Broadcom Inc.(AVGOcusip11135F101)	7.5K	QoQ 0.00% (-0) YoY +895.47% (+6.7K)	All Managers (Combined)	$1.3M	362.6% ($1.3M/$345.6K)	QoQ -27.78% (-$0) YoY +25.67% (+$0)
ASTRAZENECA PLC(AZNcusip046353108)	17.0K	QoQ +0.60% (+103) YoY +0.60% (+103)	All Managers (Combined)	$1.3M	362.0% ($1.3M/$345.6K)	QoQ +12.80% (+$0) YoY +8.97% (+$0)
IMPERIAL OIL LTD(IMOcusip453038408)	17.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	361.1% ($1.2M/$345.6K)	QoQ +17.40% (+$0) YoY +4.52% (+$0)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	23.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	357.4% ($1.2M/$345.6K)	QoQ -8.78% (-$0) YoY +25.12% (+$0)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	18.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.2M	357.1% ($1.2M/$345.6K)	QoQ -23.54% (-$0) YoY -2.68% (-$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.9K	QoQ +0.02% (+1) YoY +58.44% (+1.8K)	All Managers (Combined)	$1.2M	355.3% ($1.2M/$345.6K)	QoQ +13.07% (+$0) YoY +106.04% (+$1)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	7.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	353.6% ($1.2M/$345.6K)	QoQ +7.76% (+$0) YoY +10.78% (+$0)
GARMIN LTD(GRMNcusipH2906T109)	5.4K	QoQ +0.01% (+1) YoY +118.08% (+2.9K)	All Managers (Combined)	$1.2M	339.1% ($1.2M/$345.6K)	QoQ +5.20% (+$0) YoY +217.61% (+$1)
PROCTER & GAMBLE Co(PGcusip742718109)	6.9K	QoQ -0.76% (-53) YoY -0.95% (-66)	All Managers (Combined)	$1.2M	338.0% ($1.2M/$345.6K)	QoQ +0.95% (-$0) YoY +4.00% (-$0)
Mondelez International, Inc.(MDLZcusip609207105)	16.6K	QoQ +10.39% (+1.6K) YoY +14.11% (+2.1K)	All Managers (Combined)	$1.1M	326.4% ($1.1M/$345.6K)	QoQ +25.47% (+$0) YoY +10.47% (+$0)
(cusip654624105)✕	43.8K	QoQ -13.43% (-6.8K) YoY NEW(+43.8K)	All Managers (Combined)	$1.1M	306.1% ($1.1M/$345.6K)	QoQ -16.29% (-$0) YoY NEW(+$1)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	4.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	306.1% ($1.1M/$345.6K)	QoQ -2.12% (-$0) YoY -7.59% (-$0)
Walt Disney Co(DIScusip254687106)	10.6K	QoQ -9.74% (-1.1K) YoY -11.38% (-1.4K)	All Managers (Combined)	$1.0M	303.0% ($1.0M/$345.6K)	QoQ -20.01% (-$0) YoY -28.58% (-$0)
LINDE PLC(LINcusipG54950103)	2.2K	QoQ +1.51% (+33) YoY +23.03% (+413)	All Managers (Combined)	$1.0M	297.2% ($1.0M/$345.6K)	QoQ +12.98% (+$0) YoY +23.28% (+$0)
(cusip78463X749)✕	23.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	293.4% ($1.0M/$345.6K)	QoQ +1.80% (+$0) YoY +1.80% (+$0)