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 7 of 11

Sort by:

Alibaba Group Holding Ltd

BABA|01609W102

Shares:4.3K

Value:$564.0K

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

TARGET CORP

TGT|87612E106

Shares:5.4K

Value:$559.0K

% of Portfolio:161.8% ($559.0K/$345.6K)

EMERSON ELECTRIC CO

EMR|291011104

Shares:5.0K

Value:$549.0K

% of Portfolio:158.9% ($549.0K/$345.6K)

Amcor plc

AMCR|G0250X107

Shares:56.5K

Value:$547.0K

% of Portfolio:158.3% ($547.0K/$345.6K)

TotalEnergies SE

TTE|89151E109

Shares:8.4K

Value:$543.0K

% of Portfolio:157.1% ($543.0K/$345.6K)

Merck & Co., Inc.

MRK|58933Y105

Shares:6.1K

Value:$543.0K

% of Portfolio:157.1% ($543.0K/$345.6K)

RIO TINTO PLC

RIO|767204100

Shares:8.9K

Value:$534.0K

% of Portfolio:154.5% ($534.0K/$345.6K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:11.8K

Value:$534.0K

% of Portfolio:154.5% ($534.0K/$345.6K)

808515605

Shares:532.5K

Value:$532.0K

% of Portfolio:153.9% ($532.0K/$345.6K)

TC ENERGY CORP

TRP|87807B107

Shares:11.2K

Value:$528.0K

% of Portfolio:152.8% ($528.0K/$345.6K)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:2.9K

Value:$526.0K

% of Portfolio:152.2% ($526.0K/$345.6K)

PDD Holdings Inc.

PDD|722304102

Shares:4.4K

Value:$523.0K

% of Portfolio:151.3% ($523.0K/$345.6K)

97717W760

Shares:7.9K

Value:$521.0K

% of Portfolio:150.8% ($521.0K/$345.6K)

MEXICAN ECONOMIC DEVELOPMENT INC

FMX|344419106

Shares:5.3K

Value:$519.0K

% of Portfolio:150.2% ($519.0K/$345.6K)

BRAZILIAN ELECTRIC POWER CO

EBR|15234Q207

Shares:72.8K

Value:$517.0K

% of Portfolio:149.6% ($517.0K/$345.6K)

TELEFONICA S A

TEF|879382208

Shares:110.8K

Value:$516.0K

% of Portfolio:149.3% ($516.0K/$345.6K)

922908728

Shares:3.9K

Value:$515.0K

% of Portfolio:149.0% ($515.0K/$345.6K)

TAKEDA PHARMACEUTICAL CO LTD

TAK|874060205

Shares:34.7K

Value:$515.0K

% of Portfolio:149.0% ($515.0K/$345.6K)

ENBRIDGE INC

ENB|29250N105

Shares:11.6K

Value:$515.0K

% of Portfolio:149.0% ($515.0K/$345.6K)

AUTOZONE INC

AZO|053332102

Shares:135

Value:$514.0K

% of Portfolio:148.7% ($514.0K/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alibaba Group Holding Ltd(BABAcusip01609W102)	4.3K	QoQ +0.35% (+15) YoY NEW(+4.3K)	All Managers (Combined)	$564.0K	163.2% ($564.0K/$345.6K)	QoQ +56.66% (+$0) YoY NEW(+$1)
TARGET CORP(TGTcusip87612E106)	5.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$559.0K	161.8% ($559.0K/$345.6K)	QoQ -22.79% (-$0) YoY -41.15% (-$0)
EMERSON ELECTRIC CO(EMRcusip291011104)	5.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$549.0K	158.9% ($549.0K/$345.6K)	QoQ -11.45% (-$0) YoY -3.51% (-$0)
Amcor plc(AMCRcusipG0250X107)	56.5K	QoQ -1.69% (-974) YoY +7.23% (+3.8K)	All Managers (Combined)	$547.0K	158.3% ($547.0K/$345.6K)	QoQ +1.29% (-$0) YoY +9.18% (+$0)
TotalEnergies SE(TTEcusip89151E109)	8.4K	QoQ +19.89% (+1.4K) YoY -22.39% (-2.4K)	All Managers (Combined)	$543.0K	157.1% ($543.0K/$345.6K)	QoQ +42.51% (+$0) YoY -27.11% (-$0)
Merck & Co., Inc.(MRKcusip58933Y105)	6.1K	QoQ 0.00% (-0) YoY +20.67% (-1.0K)	All Managers (Combined)	$543.0K	157.1% ($543.0K/$345.6K)	QoQ -9.80% (-$0) YoY -18.09% (-$0)
RIO TINTO PLC(RIOcusip767204100)	8.9K	QoQ -0.26% (-24) YoY +115.68% (+4.8K)	All Managers (Combined)	$534.0K	154.5% ($534.0K/$345.6K)	QoQ +1.90% (-$0) YoY +103.04% (+$0)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	11.8K	QoQ +42.48% (+3.5K) YoY +58.00% (+4.3K)	All Managers (Combined)	$534.0K	154.5% ($534.0K/$345.6K)	QoQ +61.81% (+$0) YoY +70.60% (+$0)
(cusip808515605)✕	532.5K	QoQ -31.35% (-243.2K) YoY NEW(+532.5K)	All Managers (Combined)	$532.0K	153.9% ($532.0K/$345.6K)	QoQ -31.35% (-$0) YoY NEW(+$1)
TC ENERGY CORP(TRPcusip87807B107)	11.2K	QoQ 0.00% (+0) YoY NEW(+11.2K)	All Managers (Combined)	$528.0K	152.8% ($528.0K/$345.6K)	QoQ +1.34% (+$0) YoY NEW(+$1)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	2.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$526.0K	152.2% ($526.0K/$345.6K)	QoQ +0.38% (+$0) YoY +20.09% (+$0)
PDD Holdings Inc.(PDDcusip722304102)	4.4K	QoQ +69.34% (+1.8K) YoY NEW(+4.4K)	All Managers (Combined)	$523.0K	151.3% ($523.0K/$345.6K)	QoQ +106.71% (+$0) YoY NEW(+$1)
(cusip97717W760)✕	7.9K	QoQ +0.45% (+36) YoY -1.23% (-99)	All Managers (Combined)	$521.0K	150.8% ($521.0K/$345.6K)	QoQ +5.46% (+$0) YoY -0.19% (-$0)
MEXICAN ECONOMIC DEVELOPMENT INC(FMXcusip344419106)	5.3K	QoQ +1.08% (+57) YoY +154.98% (+3.2K)	All Managers (Combined)	$519.0K	150.2% ($519.0K/$345.6K)	QoQ +15.33% (+$0) YoY +90.10% (+$0)
BRAZILIAN ELECTRIC POWER CO(EBRcusip15234Q207)	72.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$517.0K	149.6% ($517.0K/$345.6K)	QoQ +24.27% (+$0) YoY -15.10% (-$0)
TELEFONICA S A(TEFcusip879382208)	110.8K	QoQ 0.00% (+0) YoY -6.50% (-7.7K)	All Managers (Combined)	$516.0K	149.3% ($516.0K/$345.6K)	QoQ +15.95% (+$0) YoY -1.33% (-$0)
(cusip922908728)✕	3.9K	QoQ -18.79% (-892) YoY NEW(+3.9K)	All Managers (Combined)	$515.0K	149.0% ($515.0K/$345.6K)	QoQ -23.01% (-$0) YoY NEW(+$1)
TAKEDA PHARMACEUTICAL CO LTD(TAKcusip874060205)	34.7K	QoQ +76.24% (+15.0K) YoY +37.33% (+9.4K)	All Managers (Combined)	$515.0K	149.0% ($515.0K/$345.6K)	QoQ +98.07% (+$0) YoY +46.72% (+$0)
ENBRIDGE INC(ENBcusip29250N105)	11.6K	QoQ +31.47% (+2.8K) YoY NEW(+11.6K)	All Managers (Combined)	$515.0K	149.0% ($515.0K/$345.6K)	QoQ +37.33% (+$0) YoY NEW(+$1)
AUTOZONE INC(AZOcusip053332102)	135	QoQ 0.00% (+0) YoY +21.62% (+24)	All Managers (Combined)	$514.0K	148.7% ($514.0K/$345.6K)	QoQ +18.98% (+$0) YoY +46.85% (+$0)