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 8 of 11

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500458401

Shares:17.6K

Value:$511.0K

% of Portfolio:147.9% ($511.0K/$345.6K)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:3.7K

Value:$509.0K

% of Portfolio:147.3% ($509.0K/$345.6K)

AngloGold Ashanti PLC

AU|G0378L100

Shares:13.5K

Value:$502.0K

% of Portfolio:145.3% ($502.0K/$345.6K)

ALCON INC

ALC|H01301128

Shares:5.3K

Value:$500.0K

% of Portfolio:144.7% ($500.0K/$345.6K)

NetEase, Inc.

NTES|64110W102

Shares:4.8K

Value:$498.0K

% of Portfolio:144.1% ($498.0K/$345.6K)

Cheniere Energy, Inc.

LNG|16411R208

Shares:2.2K

Value:$498.0K

% of Portfolio:144.1% ($498.0K/$345.6K)

DEERE & CO

DE|244199105

Shares:1.0K

Value:$487.0K

% of Portfolio:140.9% ($487.0K/$345.6K)

464287457

Shares:5.9K

Value:$484.0K

% of Portfolio:140.0% ($484.0K/$345.6K)

iQIYI, Inc.

IQ|46267X108

Shares:198.0K

Value:$447.0K

% of Portfolio:129.3% ($447.0K/$345.6K)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:7.7K

Value:$441.0K

% of Portfolio:127.6% ($441.0K/$345.6K)

FinVolution Group

FINV|31810T101

Shares:45.5K

Value:$438.0K

% of Portfolio:126.7% ($438.0K/$345.6K)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:2.3K

Value:$418.0K

% of Portfolio:121.0% ($418.0K/$345.6K)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:3.4K

Value:$397.0K

% of Portfolio:114.9% ($397.0K/$345.6K)

Trip.com Group Ltd

TCOM|89677Q107

Shares:6.2K

Value:$393.0K

% of Portfolio:113.7% ($393.0K/$345.6K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:694

Value:$388.0K

% of Portfolio:112.3% ($388.0K/$345.6K)

Philip Morris International Inc.

PM|718172109

Shares:2.4K

Value:$385.0K

% of Portfolio:111.4% ($385.0K/$345.6K)

Tencent Music Entertainment Group

TME|88034P109

Shares:26.5K

Value:$382.0K

% of Portfolio:110.5% ($382.0K/$345.6K)

ALTRIA GROUP, INC.

MO|02209S103

Shares:6.3K

Value:$380.0K

% of Portfolio:110.0% ($380.0K/$345.6K)

922042619

Shares:9.2K

Value:$379.0K

% of Portfolio:109.7% ($379.0K/$345.6K)

DR REDDYS LABORATORIES LTD

RDY|256135203

Shares:28.5K

Value:$375.0K

% of Portfolio:108.5% ($375.0K/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip500458401)✕	17.6K	QoQ 0.00% (+0) YoY NEW(+17.6K)	All Managers (Combined)	$511.0K	147.9% ($511.0K/$345.6K)	QoQ +6.45% (+$0) YoY NEW(+$1)
CARDINAL HEALTH INC(CAHcusip14149Y108)	3.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$509.0K	147.3% ($509.0K/$345.6K)	QoQ +16.47% (+$0) YoY +22.65% (+$0)
AngloGold Ashanti PLC(AUcusipG0378L100)	13.5K	QoQ -4.30% (-609) YoY NEW(+13.5K)	All Managers (Combined)	$502.0K	145.3% ($502.0K/$345.6K)	QoQ +53.98% (-$0) YoY NEW(+$1)
ALCON INC(ALCcusipH01301128)	5.3K	QoQ 0.00% (+0) YoY +3.65% (+186)	All Managers (Combined)	$500.0K	144.7% ($500.0K/$345.6K)	QoQ +11.85% (+$0) YoY +17.92% (+$0)
NetEase, Inc.(NTEScusip64110W102)	4.8K	QoQ +0.04% (+2) YoY +33.99% (+1.2K)	All Managers (Combined)	$498.0K	144.1% ($498.0K/$345.6K)	QoQ +15.54% (+$0) YoY +33.15% (+$0)
Cheniere Energy, Inc.(LNGcusip16411R208)	2.2K	QoQ +0.74% (+16) YoY NEW(+2.2K)	All Managers (Combined)	$498.0K	144.1% ($498.0K/$345.6K)	QoQ +8.49% (+$0) YoY NEW(+$0)
DEERE & CO(DEcusip244199105)	1.0K	QoQ +1.46% (+15) YoY NEW(+1.0K)	All Managers (Combined)	$487.0K	140.9% ($487.0K/$345.6K)	QoQ +12.47% (+$0) YoY NEW(+$0)
(cusip464287457)✕	5.9K	QoQ -2.46% (-148) YoY -4.67% (-287)	All Managers (Combined)	$484.0K	140.0% ($484.0K/$345.6K)	QoQ -1.42% (-$0) YoY -3.77% (-$0)
iQIYI, Inc.(IQcusip46267X108)	198.0K	QoQ -39.83% (-131.1K) YoY NEW(+198.0K)	All Managers (Combined)	$447.0K	129.3% ($447.0K/$345.6K)	QoQ -32.37% (-$0) YoY NEW(+$0)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	7.7K	QoQ 0.00% (-0) YoY +72.41% (+3.2K)	All Managers (Combined)	$441.0K	127.6% ($441.0K/$345.6K)	QoQ -3.50% (-$0) YoY +80.00% (+$0)
FinVolution Group(FINVcusip31810T101)	45.5K	QoQ +0.43% (+196) YoY NEW(+45.5K)	All Managers (Combined)	$438.0K	126.7% ($438.0K/$345.6K)	QoQ +42.67% (+$0) YoY NEW(+$0)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	2.3K	QoQ -10.49% (-273) YoY +79.42% (+1.0K)	All Managers (Combined)	$418.0K	121.0% ($418.0K/$345.6K)	QoQ -14.16% (-$0) YoY +84.14% (+$0)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$397.0K	114.9% ($397.0K/$345.6K)	QoQ -12.93% (-$0) YoY -19.79% (-$0)
Trip.com Group Ltd(TCOMcusip89677Q107)	6.2K	QoQ 0.00% (-0) YoY +3.03% (+182)	All Managers (Combined)	$393.0K	113.7% ($393.0K/$345.6K)	QoQ -7.31% (-$0) YoY +48.86% (+$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	694	QoQ 0.00% (-0) YoY -27.10% (-258)	All Managers (Combined)	$388.0K	112.3% ($388.0K/$345.6K)	QoQ -4.43% (-$0) YoY -22.08% (-$0)
Philip Morris International Inc.(PMcusip718172109)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$385.0K	111.4% ($385.0K/$345.6K)	QoQ +31.84% (+$0) YoY +72.64% (+$0)
Tencent Music Entertainment Group(TMEcusip88034P109)	26.5K	QoQ NEW(+26.5K) YoY NEW(+26.5K)	All Managers (Combined)	$382.0K	110.5% ($382.0K/$345.6K)	QoQ NEW(+$0) YoY NEW(+$0)
ALTRIA GROUP, INC.(MOcusip02209S103)	6.3K	QoQ +0.07% (+5) YoY NEW(+6.3K)	All Managers (Combined)	$380.0K	110.0% ($380.0K/$345.6K)	QoQ +14.80% (+$0) YoY NEW(+$0)
(cusip922042619)✕	9.2K	QoQ 0.00% (-0) YoY NEW(+9.2K)	All Managers (Combined)	$379.0K	109.7% ($379.0K/$345.6K)	QoQ -1.30% (-$0) YoY NEW(+$0)
DR REDDYS LABORATORIES LTD(RDYcusip256135203)	28.5K	QoQ -23.96% (-9.0K) YoY +374.70% (-22.5K)	All Managers (Combined)	$375.0K	108.5% ($375.0K/$345.6K)	QoQ -36.44% (-$0) YoY -14.77% (-$0)