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

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O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:258

Value:$369.0K

% of Portfolio:106.8% ($369.0K/$345.6K)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:4.1K

Value:$359.0K

% of Portfolio:103.9% ($359.0K/$345.6K)

46140H502

Shares:5.0K

Value:$357.0K

% of Portfolio:103.3% ($357.0K/$345.6K)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2.1K

Value:$355.0K

% of Portfolio:102.7% ($355.0K/$345.6K)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:4.5K

Value:$353.0K

% of Portfolio:102.1% ($353.0K/$345.6K)

GOLD FIELDS LTD

GFI|38059T106

Shares:16.0K

Value:$353.0K

% of Portfolio:102.1% ($353.0K/$345.6K)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:2.3K

Value:$351.0K

% of Portfolio:101.6% ($351.0K/$345.6K)

SYSCO CORP

SYY|871829107

Shares:4.6K

Value:$345.0K

% of Portfolio:99.8% ($345.0K/$345.6K)

055262505

Shares:27.2K

Value:$338.0K

% of Portfolio:97.8% ($338.0K/$345.6K)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.2K

Value:$327.0K

% of Portfolio:94.6% ($327.0K/$345.6K)

Fortinet, Inc.

FTNT|34959E109

Shares:3.4K

Value:$326.0K

% of Portfolio:94.3% ($326.0K/$345.6K)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:4.2K

Value:$326.0K

% of Portfolio:94.3% ($326.0K/$345.6K)

Suzano S.A.

SUZ|86959K105

Shares:34.9K

Value:$324.0K

% of Portfolio:93.8% ($324.0K/$345.6K)

British American Tobacco p.l.c.

BTI|110448107

Shares:7.8K

Value:$321.0K

% of Portfolio:92.9% ($321.0K/$345.6K)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.1K

Value:$313.0K

% of Portfolio:90.6% ($313.0K/$345.6K)

CMB.TECH NV

CMBT|B38564108

Shares:34.4K

Value:$312.0K

% of Portfolio:90.3% ($312.0K/$345.6K)

TE Connectivity plc

TEL|G87052109

Shares:2.2K

Value:$310.0K

% of Portfolio:89.7% ($310.0K/$345.6K)

CHEVRON CORP

CVX|166764100

Shares:1.8K

Value:$306.0K

% of Portfolio:88.5% ($306.0K/$345.6K)

Aptiv PLC

APTV|G3265R107

Shares:5.1K

Value:$303.0K

% of Portfolio:87.7% ($303.0K/$345.6K)

Brookfield Asset Management Ltd.

BAM.TO|113004105

Shares:6.3K

Value:$303.0K

% of Portfolio:87.7% ($303.0K/$345.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	258	QoQ +2.38% (+6) YoY +2.38% (+6)	All Managers (Combined)	$369.0K	106.8% ($369.0K/$345.6K)	QoQ +23.82% (+$0) YoY +29.47% (+$0)
CRH PUBLIC LTD CO(CRHcusipG25508105)	4.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$359.0K	103.9% ($359.0K/$345.6K)	QoQ -4.77% (-$0) YoY +1.69% (+$0)
(cusip46140H502)✕	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$357.0K	103.3% ($357.0K/$345.6K)	QoQ +17.82% (+$0) YoY +33.20% (+$0)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$355.0K	102.7% ($355.0K/$345.6K)	QoQ +11.98% (+$0) YoY NEW(+$0)
SCHWAB CHARLES CORP(SCHWcusip808513105)	4.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$353.0K	102.1% ($353.0K/$345.6K)	QoQ +6.00% (+$0) YoY +7.95% (+$0)
GOLD FIELDS LTD(GFIcusip38059T106)	16.0K	QoQ 0.00% (+0) YoY -8.12% (-1.4K)	All Managers (Combined)	$353.0K	102.1% ($353.0K/$345.6K)	QoQ +67.29% (+$0) YoY +27.43% (-$0)
Keysight Technologies, Inc.(KEYScusip49338L103)	2.3K	QoQ -1.55% (-37) YoY +37.94% (+645)	All Managers (Combined)	$351.0K	101.6% ($351.0K/$345.6K)	QoQ -8.11% (-$0) YoY +31.95% (+$0)
SYSCO CORP(SYYcusip871829107)	4.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$345.0K	99.8% ($345.0K/$345.6K)	QoQ -1.98% (-$0) YoY -7.75% (-$0)
(cusip055262505)✕	27.2K	QoQ 0.00% (+0) YoY NEW(+27.2K)	All Managers (Combined)	$338.0K	97.8% ($338.0K/$345.6K)	QoQ +14.18% (+$0) YoY NEW(+$0)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$327.0K	94.6% ($327.0K/$345.6K)	QoQ +3.48% (+$0) YoY -3.82% (-$0)
Fortinet, Inc.(FTNTcusip34959E109)	3.4K	QoQ +0.05% (+2) YoY NEW(+3.4K)	All Managers (Combined)	$326.0K	94.3% ($326.0K/$345.6K)	QoQ +1.87% (+$0) YoY NEW(+$0)
Wheaton Precious Metals Corp.(WPMcusip962879102)	4.2K	QoQ 0.00% (+0) YoY NEW(+4.2K)	All Managers (Combined)	$326.0K	94.3% ($326.0K/$345.6K)	QoQ +38.13% (+$0) YoY NEW(+$0)
Suzano S.A.(SUZcusip86959K105)	34.9K	QoQ +8.65% (-2.8K) YoY NEW(+34.9K)	All Managers (Combined)	$324.0K	93.8% ($324.0K/$345.6K)	QoQ -0.30% (-$0) YoY NEW(+$0)
British American Tobacco p.l.c.(BTIcusip110448107)	7.8K	QoQ +2.47% (+188) YoY -29.24% (-3.2K)	All Managers (Combined)	$321.0K	92.9% ($321.0K/$345.6K)	QoQ +16.72% (+$0) YoY -4.46% (-$0)
SPDR GOLD TRUST(GLDcusip78463V107)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$313.0K	90.6% ($313.0K/$345.6K)	QoQ +19.01% (+$0) YoY +39.11% (+$0)
CMB.TECH NV(CMBTcusipB38564108)	34.4K	QoQ -0.07% (-26) YoY -4.53% (-1.6K)	All Managers (Combined)	$312.0K	90.3% ($312.0K/$345.6K)	QoQ -8.77% (-$0) YoY -48.00% (-$0)
TE Connectivity plc(TELcusipG87052109)	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$310.0K	89.7% ($310.0K/$345.6K)	QoQ -1.27% (-$0) YoY NEW(+$0)
CHEVRON CORP(CVXcusip166764100)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$306.0K	88.5% ($306.0K/$345.6K)	QoQ +15.47% (+$0) YoY +5.88% (+$0)
Aptiv PLC(APTVcusipG3265R107)	5.1K	QoQ 0.00% (-0) YoY NEW(+5.1K)	All Managers (Combined)	$303.0K	87.7% ($303.0K/$345.6K)	QoQ -1.62% (-$0) YoY NEW(+$0)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	6.3K	QoQ 0.00% (-0) YoY +6.28% (+370)	All Managers (Combined)	$303.0K	87.7% ($303.0K/$345.6K)	QoQ -10.61% (-$0) YoY +22.17% (+$0)