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 5 of 11

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Johnson Controls International plc

JCI|G51502105

Shares:12.6K

Value:$1.0M

% of Portfolio:292.0% ($1.0M/$345.6K)

WIPRO LTD

WIT|97651M109

Shares:325.6K

Value:$996.0K

% of Portfolio:288.2% ($996.0K/$345.6K)

COCA COLA FEMSA SAB DE CV

KOF|191241108

Shares:10.8K

Value:$982.0K

% of Portfolio:284.2% ($982.0K/$345.6K)

000375204

Shares:18.1K

Value:$942.0K

% of Portfolio:272.6% ($942.0K/$345.6K)

Mr. Cooper Group Inc.

COOP|62482R107

Shares:7.8K

Value:$936.0K

% of Portfolio:270.8% ($936.0K/$345.6K)

Infosys Ltd

INFY|456788108

Shares:51.1K

Value:$932.0K

% of Portfolio:269.7% ($932.0K/$345.6K)

UNION PACIFIC CORP

UNP|907818108

Shares:3.9K

Value:$929.0K

% of Portfolio:268.8% ($929.0K/$345.6K)

NATIONAL GRID PLC

NGG|636274409

Shares:14.0K

Value:$918.0K

% of Portfolio:265.6% ($918.0K/$345.6K)

COCA COLA CO

KO|191216100

Shares:12.6K

Value:$899.0K

% of Portfolio:260.1% ($899.0K/$345.6K)

SEMPRA

SRE|816851109

Shares:12.5K

Value:$892.0K

% of Portfolio:258.1% ($892.0K/$345.6K)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:12.3K

Value:$862.0K

% of Portfolio:249.4% ($862.0K/$345.6K)

46137V167

Shares:8.6K

Value:$852.0K

% of Portfolio:246.5% ($852.0K/$345.6K)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:3.6K

Value:$822.0K

% of Portfolio:237.9% ($822.0K/$345.6K)

LOGITECH INTERNATIONAL S.A.

LOGI|H50430232

Shares:9.5K

Value:$805.0K

% of Portfolio:232.9% ($805.0K/$345.6K)

PEPSICO INC

PEP|713448108

Shares:5.3K

Value:$791.0K

% of Portfolio:228.9% ($791.0K/$345.6K)

PEARSON PLC

PSO|705015105

Shares:48.0K

Value:$768.0K

% of Portfolio:222.2% ($768.0K/$345.6K)

Sony Group Corp

SONY|835699307

Shares:29.1K

Value:$738.0K

% of Portfolio:213.5% ($738.0K/$345.6K)

WASTE MANAGEMENT INC

WM|94106L109

Shares:3.2K

Value:$735.0K

% of Portfolio:212.7% ($735.0K/$345.6K)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:12.3K

Value:$708.0K

% of Portfolio:204.9% ($708.0K/$345.6K)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:2.1K

Value:$703.0K

% of Portfolio:203.4% ($703.0K/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Johnson Controls International plc(JCIcusipG51502105)	12.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	292.0% ($1.0M/$345.6K)	QoQ +1.50% (+$0) YoY +22.45% (+$0)
WIPRO LTD(WITcusip97651M109)	325.6K	QoQ -11.56% (-42.6K) YoY +106.25% (+167.7K)	All Managers (Combined)	$996.0K	288.2% ($996.0K/$345.6K)	QoQ -23.56% (-$0) YoY +9.69% (+$0)
COCA COLA FEMSA SAB DE CV(KOFcusip191241108)	10.8K	QoQ 0.00% (+0) YoY -6.21% (-713)	All Managers (Combined)	$982.0K	284.2% ($982.0K/$345.6K)	QoQ +17.18% (+$0) YoY -12.00% (-$0)
(cusip000375204)✕	18.1K	QoQ 0.00% (-0) YoY NEW(+18.1K)	All Managers (Combined)	$942.0K	272.6% ($942.0K/$345.6K)	QoQ -2.88% (-$0) YoY NEW(+$1)
Mr. Cooper Group Inc.(COOPcusip62482R107)	7.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$936.0K	270.8% ($936.0K/$345.6K)	QoQ +24.63% (+$0) YoY +53.19% (+$0)
Infosys Ltd(INFYcusip456788108)	51.1K	QoQ -18.11% (-11.3K) YoY +44.74% (+15.8K)	All Managers (Combined)	$932.0K	269.7% ($932.0K/$345.6K)	QoQ -31.87% (-$0) YoY +47.00% (+$0)
UNION PACIFIC CORP(UNPcusip907818108)	3.9K	QoQ -0.58% (-23) YoY -0.58% (-23)	All Managers (Combined)	$929.0K	268.8% ($929.0K/$345.6K)	QoQ +2.99% (-$0) YoY -4.62% (-$0)
NATIONAL GRID PLC(NGGcusip636274409)	14.0K	QoQ -11.82% (-1.9K) YoY -15.19% (-2.5K)	All Managers (Combined)	$918.0K	265.6% ($918.0K/$345.6K)	QoQ -2.65% (-$0) YoY -18.47% (-$0)
COCA COLA CO(KOcusip191216100)	12.6K	QoQ -1.21% (-154) YoY -2.60% (-336)	All Managers (Combined)	$899.0K	260.1% ($899.0K/$345.6K)	QoQ +13.65% (-$0) YoY +13.79% (-$0)
SEMPRA(SREcusip816851109)	12.5K	QoQ -9.15% (-1.3K) YoY +0.84% (+105)	All Managers (Combined)	$892.0K	258.1% ($892.0K/$345.6K)	QoQ -26.15% (-$0) YoY 0.00% (+$0)
LyondellBasell Industries N.V.(LYBcusipN53745100)	12.3K	QoQ 0.00% (-0) YoY -10.25% (-1.4K)	All Managers (Combined)	$862.0K	249.4% ($862.0K/$345.6K)	QoQ -5.27% (-$0) YoY -38.29% (-$1)
(cusip46137V167)✕	8.6K	QoQ +0.08% (-7) YoY -0.73% (-64)	All Managers (Combined)	$852.0K	246.5% ($852.0K/$345.6K)	QoQ -11.15% (-$0) YoY -8.77% (-$0)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	3.6K	QoQ +0.11% (+4) YoY -6.35% (-245)	All Managers (Combined)	$822.0K	237.9% ($822.0K/$345.6K)	QoQ +22.32% (+$0) YoY +30.06% (-$0)
LOGITECH INTERNATIONAL S.A.(LOGIcusipH50430232)	9.5K	QoQ 0.00% (+0) YoY +34.84% (+2.5K)	All Managers (Combined)	$805.0K	232.9% ($805.0K/$345.6K)	QoQ +2.54% (+$0) YoY +27.17% (+$0)
PEPSICO INC(PEPcusip713448108)	5.3K	QoQ 0.00% (-0) YoY -2.04% (-110)	All Managers (Combined)	$791.0K	228.9% ($791.0K/$345.6K)	QoQ -1.49% (-$0) YoY -16.20% (-$0)
PEARSON PLC(PSOcusip705015105)	48.0K	QoQ +0.03% (-15) YoY +52.59% (+16.5K)	All Managers (Combined)	$768.0K	222.2% ($768.0K/$345.6K)	QoQ -0.64% (-$0) YoY +85.50% (+$0)
Sony Group Corp(SONYcusip835699307)	29.1K	QoQ +0.03% (+9) YoY +272.08% (+21.3K)	All Managers (Combined)	$738.0K	213.5% ($738.0K/$345.6K)	QoQ +20.19% (+$0) YoY +10.14% (+$0)
WASTE MANAGEMENT INC(WMcusip94106L109)	3.2K	QoQ +0.03% (+1) YoY +13.05% (+367)	All Managers (Combined)	$735.0K	212.7% ($735.0K/$345.6K)	QoQ +14.66% (+$0) YoY +22.50% (+$0)
HSBC HOLDINGS PLC(HSBCcusip404280406)	12.3K	QoQ +0.03% (+4) YoY +89.58% (+5.8K)	All Managers (Combined)	$708.0K	204.9% ($708.0K/$345.6K)	QoQ +16.25% (+$0) YoY +175.48% (+$0)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	2.1K	QoQ 0.00% (+0) YoY -6.84% (-153)	All Managers (Combined)	$703.0K	203.4% ($703.0K/$345.6K)	QoQ +7.82% (+$0) YoY +14.30% (-$0)