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 6 of 11

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CVS HEALTH Corp

CVS|126650100

Shares:10.3K

Value:$698.0K

% of Portfolio:202.0% ($698.0K/$345.6K)

Aon plc

AON|G0403H108

Shares:1.7K

Value:$682.0K

% of Portfolio:197.3% ($682.0K/$345.6K)

CATERPILLAR INC

CAT|149123101

Shares:2.0K

Value:$658.0K

% of Portfolio:190.4% ($658.0K/$345.6K)

Janux Therapeutics, Inc.

JANX|47103J105

Shares:24.3K

Value:$656.0K

% of Portfolio:189.8% ($656.0K/$345.6K)

ORIX CORP

IX|686330101

Shares:31.4K

Value:$656.0K

% of Portfolio:189.8% ($656.0K/$345.6K)

Atour Lifestyle Holdings Ltd

ATAT|04965M106

Shares:23.0K

Value:$652.0K

% of Portfolio:188.7% ($652.0K/$345.6K)

NOMURA HOLDINGS INC

NMR|65535H208

Shares:105.7K

Value:$650.0K

% of Portfolio:188.1% ($650.0K/$345.6K)

Haleon plc

HLN|405552100

Shares:62.5K

Value:$643.0K

% of Portfolio:186.1% ($643.0K/$345.6K)

Qifu Technology, Inc.

QFIN|88557W101

Shares:14.3K

Value:$641.0K

% of Portfolio:185.5% ($641.0K/$345.6K)

AT&T INC.

T|00206R102

Shares:22.5K

Value:$635.0K

% of Portfolio:183.7% ($635.0K/$345.6K)

Baidu, Inc.

BIDU|056752108

Shares:6.8K

Value:$621.0K

% of Portfolio:179.7% ($621.0K/$345.6K)

108441205

Shares:30.8K

Value:$618.0K

% of Portfolio:178.8% ($618.0K/$345.6K)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$610.0K

% of Portfolio:176.5% ($610.0K/$345.6K)

018820100

Shares:15.9K

Value:$609.0K

% of Portfolio:176.2% ($609.0K/$345.6K)

921908844

VIG|921908844

Shares:3.1K

Value:$601.0K

% of Portfolio:173.9% ($601.0K/$345.6K)

31635T104

Shares:63.7K

Value:$589.0K

% of Portfolio:170.4% ($589.0K/$345.6K)

HORTON D R INC /DE/

DHI|23331A109

Shares:4.6K

Value:$584.0K

% of Portfolio:169.0% ($584.0K/$345.6K)

CHUNGHWA TELECOM CO LTD

CHT|17133Q502

Shares:14.9K

Value:$584.0K

% of Portfolio:169.0% ($584.0K/$345.6K)

ORACLE CORP

ORCL|68389X105

Shares:4.1K

Value:$575.0K

% of Portfolio:166.4% ($575.0K/$345.6K)

256219106

Shares:2.2K

Value:$564.0K

% of Portfolio:163.2% ($564.0K/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
CVS HEALTH Corp(CVScusip126650100)	10.3K	QoQ +27.91% (+2.3K) YoY -6.14% (-676)	All Managers (Combined)	$698.0K	202.0% ($698.0K/$345.6K)	QoQ +92.81% (+$0) YoY -20.41% (-$0)
Aon plc(AONcusipG0403H108)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$682.0K	197.3% ($682.0K/$345.6K)	QoQ +11.07% (+$0) YoY +19.43% (+$0)
CATERPILLAR INC(CATcusip149123101)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$658.0K	190.4% ($658.0K/$345.6K)	QoQ -9.11% (-$0) YoY -10.10% (-$0)
Janux Therapeutics, Inc.(JANXcusip47103J105)	24.3K	QoQ 0.00% (-0) YoY +205.31% (+16.4K)	All Managers (Combined)	$656.0K	189.8% ($656.0K/$345.6K)	QoQ -49.57% (-$1) YoY +118.66% (+$0)
ORIX CORP(IXcusip686330101)	31.4K	QoQ +406.40% (-25.2K) YoY +400.84% (-25.2K)	All Managers (Combined)	$656.0K	189.8% ($656.0K/$345.6K)	QoQ -0.45% (-$0) YoY -5.20% (-$0)
Atour Lifestyle Holdings Ltd(ATATcusip04965M106)	23.0K	QoQ -1.14% (-267) YoY NEW(+23.0K)	All Managers (Combined)	$652.0K	188.7% ($652.0K/$345.6K)	QoQ +4.15% (-$0) YoY NEW(+$1)
NOMURA HOLDINGS INC(NMRcusip65535H208)	105.7K	QoQ +34.78% (+27.3K) YoY +47.70% (+34.1K)	All Managers (Combined)	$650.0K	188.1% ($650.0K/$345.6K)	QoQ +43.17% (+$0) YoY +41.30% (+$0)
Haleon plc(HLNcusip405552100)	62.5K	QoQ 0.00% (+0) YoY +41.41% (+18.3K)	All Managers (Combined)	$643.0K	186.1% ($643.0K/$345.6K)	QoQ +7.88% (+$0) YoY +71.01% (+$0)
Qifu Technology, Inc.(QFINcusip88557W101)	14.3K	QoQ 0.00% (+0) YoY NEW(+14.3K)	All Managers (Combined)	$641.0K	185.5% ($641.0K/$345.6K)	QoQ +16.97% (+$0) YoY NEW(+$1)
AT&T INC.(Tcusip00206R102)	22.5K	QoQ +67.40% (+9.0K) YoY NEW(+22.5K)	All Managers (Combined)	$635.0K	183.7% ($635.0K/$345.6K)	QoQ +108.19% (+$0) YoY NEW(+$1)
Baidu, Inc.(BIDUcusip056752108)	6.8K	QoQ +24.87% (+1.3K) YoY NEW(+6.8K)	All Managers (Combined)	$621.0K	179.7% ($621.0K/$345.6K)	QoQ +36.48% (+$0) YoY NEW(+$1)
(cusip108441205)✕	30.8K	QoQ 0.00% (+0) YoY NEW(+30.8K)	All Managers (Combined)	$618.0K	178.8% ($618.0K/$345.6K)	QoQ +19.76% (+$0) YoY NEW(+$1)
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$610.0K	176.5% ($610.0K/$345.6K)	QoQ -1.61% (-$0) YoY +18.44% (+$0)
(cusip018820100)✕	15.9K	QoQ 0.00% (+0) YoY NEW(+15.9K)	All Managers (Combined)	$609.0K	176.2% ($609.0K/$345.6K)	QoQ +25.30% (+$0) YoY NEW(+$1)
(VIGcusip921908844)	3.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$601.0K	173.9% ($601.0K/$345.6K)	QoQ -0.98% (-$0) YoY +5.99% (+$0)
(cusip31635T104)✕	63.7K	QoQ 0.00% (+0) YoY NEW(+63.7K)	All Managers (Combined)	$589.0K	170.4% ($589.0K/$345.6K)	QoQ +4.06% (+$0) YoY NEW(+$1)
HORTON D R INC /DE/(DHIcusip23331A109)	4.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$584.0K	169.0% ($584.0K/$345.6K)	QoQ -9.03% (-$0) YoY -22.85% (-$0)
CHUNGHWA TELECOM CO LTD(CHTcusip17133Q502)	14.9K	QoQ +0.04% (+6) YoY +57.54% (+5.4K)	All Managers (Combined)	$584.0K	169.0% ($584.0K/$345.6K)	QoQ +4.28% (+$0) YoY +57.41% (+$0)
ORACLE CORP(ORCLcusip68389X105)	4.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$575.0K	166.4% ($575.0K/$345.6K)	QoQ -16.05% (-$0) YoY +11.21% (+$0)
(cusip256219106)✕	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$564.0K	163.2% ($564.0K/$345.6K)	QoQ +1.98% (+$0) YoY NEW(+$1)