Lester Murray Antman dba SimplyRich
Sector Allocation
- Technology39.6%$169.3M
- Other15.6%$66.6M
- Financials10.8%$46.0M
- Industrials6.7%$28.7M
- Healthcare6.4%$27.3M
- Consumer Discretionary6.3%$26.9M
- Consumer Staples5.7%$24.3M
- Energy2.9%$12.4M
- Materials2.8%$12.0M
- Communication Services1.5%$6.3M
AUM History
13fpro.ai/research/fund/lester-murray-antman-dba-simplyrich-1725888
Conviction and streaks
Concentrating · top 10 = 45.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOG
$33.7MAAPL
$31.0MGOOGL
$22.1M- ISHARES$21.9M
MU
$18.4MTSM
$16.6M- ISHARES$16.5M
- ISHARES$16.3M
MSFT
$9.6MV
$8.1MUNH
$6.4MHD
$5.9MIVZ
$5.5MSCCO
$5.3MWMT
$5.2MNVO
$4.7MCSCO
$4.1MMCK
$3.9MASML
$3.6MBRK.B
$3.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lester-murray-antman-dba-simplyrich-1725888
Lester Murray Antman dba SimplyRich 13F holdings — Q2 2026
$427.1M portfolio (+9.2% QoQ) · 166 holdings · Q2 2026 13F · top 10 are 46% of the stock portfolio
$33.7M
7.9% of stocks
-0.0%This quarter-15.7%Since filed10+ qtrsHeld$31.0M
7.3% of stocks
-0.0%This quarter+13.3%Since filed10+ qtrsHeld$22.1M
5.2% of stocks
No changeThis quarter-15.7%Since filed10+ qtrsHeld- 4
ISHARES TR - MSCI USA MIN VOL
$21.9M
5.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $18.4M
4.3% of stocks
No changeThis quarter+8.9%Since filed10+ qtrsHeld$16.6M
3.9% of stocks
No changeThis quarter+4.5%Since filed10+ qtrsHeld- 7
ISHARES INC - MSCI EMERG MRKT
$16.5M
3.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - MSCI EAFE MIN VL
$16.3M
3.8% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $9.6M
2.3% of stocks
-0.1%This quarter+9.2%Since filed10+ qtrsHeld$8.1M
1.9% of stocks
No changeThis quarter+10.5%Since filed10+ qtrsHeld
All holdings — Lester Murray Antman dba SimplyRich (Q2 2026)
166 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | UNITEDHEALTH GROUP INC | Healthcare | $6.4M | 1.5% | 15K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | HOME DEPOT, INC. | Consumer Discretionary | $5.9M | 1.4% | 17K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Invesco Ltd. | Financials | $5.5M | 1.3% | 26K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | SOUTHERN COPPER CORP/ | Materials | $5.3M | 1.2% | 30K | +0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Walmart Inc. | Consumer Staples | $5.2M | 1.2% | 46K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NOVO NORDISK A Sadr | Healthcare | $4.7M | 1.1% | 97K | +15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CISCO SYSTEMS, INC. | Technology | $4.1M | 1.0% | 35K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MCKESSON CORP | Consumer Staples | $3.9M | 0.9% | 5,194 | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ASML HOLDING NV | Technology | $3.6M | 0.8% | 1,830 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $3.6M | 0.8% | 7,259 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.6M | 0.8% | 24K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Cigna Group | Healthcare | $3.4M | 0.8% | 12K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - GLOBAL REIT ETFetf/fund | — | $3.3M | 0.8% | 118K | -8% | — | — | 13F |
| 24 | AMGEN INC | Healthcare | $3.3M | 0.8% | 8,999 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MCDONALDS CORP | Consumer Discretionary | $2.9M | 0.7% | 11K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $2.8M | 0.7% | 7,471 | — | |||
| 27 | $NVS | NOVARTIS AG | Healthcare | $2.8M | 0.7% | 18K | — | |||
| 28 | $RTX | RTX Corp | Industrials | $2.8M | 0.7% | 15K | +2% | |||
| 29 | $MA | Mastercard Inc | Financials | $2.7M | 0.6% | 5,162 | — | |||
| 30 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.5M | 0.6% | 647K | New | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.5M | 0.6% | 11K | — | |||
| 32 | $IX | ORIX CORP | Financials | $2.5M | 0.6% | 66K | +5% | |||
| 33 | $RBA | RB GLOBAL INC. | Industrials | $2.5M | 0.6% | 22K | — | |||
| 34 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.5M | 0.6% | 22K | +618% | |||
| 35 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $2.5M | 0.6% | 16K | +69% | |||
| 36 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.4M | 0.6% | 6,560 | New | |||
| 37 | $ELV | Elevance Health, Inc. | Healthcare | $2.4M | 0.6% | 6,229 | +2% | |||
| 38 | $RELX | RELX PLC | Industrials | $2.4M | 0.6% | 74K | +0.4% | |||
| 39 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $2.4M | 0.6% | 83K | +449% | |||
| 40 | $CB | Chubb Ltd | Financials | $2.3M | 0.5% | 6,775 | -1% | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $2.3M | 0.5% | 70K | +2065% | |||
| 42 | $SHEL | Shell plc | Energy | $2.3M | 0.5% | 29K | — | |||
| 43 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.2M | 0.5% | 54K | +993% | |||
| 44 | $PCAR | PACCAR INC | Industrials | $2.2M | 0.5% | 18K | -0.2% | |||
| 45 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.2M | 0.5% | 42K | +734% | |||
| 46 | $EBAY | EBAY INC | Consumer Discretionary | $2.1M | 0.5% | 19K | — | |||
| 47 | $BVN | BUENAVENTURA MINING CO INC | Materials | $2.1M | 0.5% | 83K | +84% | |||
| 48 | $CAT | CATERPILLAR INC | Industrials | $2.1M | 0.5% | 1,996 | — | |||
| 49 | $HSBC | HSBC HOLDINGS PLC | Financials | $2.0M | 0.5% | 49K | +290% | |||
| 50 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.0M | 0.5% | 8,255 | — | |||
| 51 | $MSI | Motorola Solutions, Inc. | Technology | $2.0M | 0.5% | 4,845 | — | |||
| 52 | $TGS | GAS TRANSPORTER OF THE SOUTH INC | Energy | $2.0M | 0.5% | 67K | — | |||
| 53 | — | ISHARES INC - MSCI GBL MIN VOL | — | $2.0M | 0.5% | 16K | +0.2% | |||
| 54 | $RACE | Ferrari N.V. | Consumer Discretionary | $2.0M | 0.5% | 5,293 | +1% | |||
| 55 | $GIB | CGI INC | Technology | $2.0M | 0.5% | 30K | +6% | |||
| 56 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $2.0M | 0.5% | 16K | — | |||
| 57 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.9M | 0.5% | 50K | +1079% | |||
| 58 | $AFL | AFLAC INC | Financials | $1.9M | 0.5% | 16K | — | |||
| 59 | $IMO | IMPERIAL OIL LTD | Energy | $1.9M | 0.5% | 17K | — | |||
| 60 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.9M | 0.5% | 2,042 | -0.2% | |||
| 61 | $FDX | FEDEX CORP | Industrials | $1.9M | 0.5% | 6,100 | — | |||
| 62 | $NGG | NATIONAL GRID PLC | Energy | $1.9M | 0.5% | 62K | +350% | |||
| 63 | $VIPS | Vipshop Holdings Ltd | Consumer Discretionary | $1.9M | 0.5% | 144K | -0.0% | |||
| 64 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $1.9M | 0.4% | 7,560 | — | |||
| 65 | $SAP | SAP SE | Technology | $1.9M | 0.4% | 17K | +132% | |||
| 66 | $KOF | COCA COLA FEMSA SAB DE CV | Consumer Staples | $1.9M | 0.4% | 34K | +217% | |||
| 67 | $UL | UNILEVER PLC | Consumer Staples | $1.8M | 0.4% | 31K | +9% | |||
| 68 | $JCI | Johnson Controls International plc | Industrials | $1.8M | 0.4% | 13K | — | |||
| 69 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $1.8M | 0.4% | 39K | +646% | |||
| 70 | $CME | CME GROUP INC. | Financials | $1.8M | 0.4% | 8,147 | -0.2% | |||
| 71 | $CVS | CVS HEALTH Corp | Healthcare | $1.8M | 0.4% | 20K | +95% | |||
| 72 | $UNP | UNION PACIFIC CORP | Industrials | $1.7M | 0.4% | 7,811 | +100% | |||
| 73 | $INTC | INTEL CORP | Technology | $1.7M | 0.4% | 12K | — | |||
| 74 | $SRE | SEMPRA | Utilities | $1.7M | 0.4% | 16K | +44% | |||
| 75 | $KO | COCA COLA CO | Consumer Staples | $1.7M | 0.4% | 20K | +58% | |||
| 76 | $DIS | Walt Disney Co | Communication Services | $1.6M | 0.4% | 21K | +97% | |||
| 77 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $1.5M | 0.3% | 35K | — | |||
| 78 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.5M | 0.3% | 12K | — | |||
| 79 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.3% | 12K | +72% | |||
| 80 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $1.4M | 0.3% | 5,777 | +2% | |||
| 81 | $RKT | Rocket Companies, Inc. | Financials | $1.3M | 0.3% | 84K | — | |||
| 82 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.3M | 0.3% | 36K | +47% | |||
| 83 | $GRMN | GARMIN LTD | Technology | $1.3M | 0.3% | 5,479 | +4% | |||
| 84 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $1.3M | 0.3% | 20K | +54% | |||
| 85 | $SLF | SUN LIFE FINANCIAL INC | Financials | $1.2M | 0.3% | 12K | +18% | |||
| 86 | $CCZ | COMCAST CORP | Communication Services | $1.2M | 0.3% | 49K | -6% | |||
| 87 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.2M | 0.3% | 15K | +12% | |||
| 88 | — | SPDR INDEX SHS FDS - DJ GLB RL ES ETF | — | $1.2M | 0.3% | 23K | — | |||
| 89 | — | INVESCO EXCHANGE TRADED FD T - S&P SML600 VAL | — | $1.1M | 0.3% | 7,558 | -10% | |||
| 90 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.1M | 0.3% | 100K | +3111% | |||
| 91 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.1M | 0.3% | 36K | +615% | |||
| 92 | $AU | AngloGold Ashanti PLC | Materials | $1.1M | 0.3% | 13K | — | |||
| 93 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.3% | 6,285 | +21% | |||
| 94 | $FMX | MEXICAN ECONOMIC DEVELOPMENT INC | Consumer Staples | $1.0M | 0.2% | 9,398 | +74% | |||
| 95 | $ESLT | ELBIT SYSTEMS LTD | Industrials | $1.0M | 0.2% | 1,351 | — | |||
| 96 | $ACN | Accenture plc | Technology | $1.0M | 0.2% | 8,088 | — | |||
| 97 | $DELL | Dell Technologies Inc. | Technology | $966K | 0.2% | 2,239 | — | |||
| 98 | $AMX | AMERICA MOVIL SAB DE CV/ | Communication Services | $945K | 0.2% | 36K | +14% | |||
| 99 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $878K | 0.2% | 3,700 | — | |||
| 100 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $800K | 0.2% | 18K | — | |||
| 101 | $KEYS | Keysight Technologies, Inc. | Technology | $786K | 0.2% | 2,247 | — | |||
| 102 | $MRK | Merck & Co., Inc. | Healthcare | $778K | 0.2% | 6,059 | — | |||
| 103 | $LIN | LINDE PLC | Materials | $774K | 0.2% | 1,493 | — | |||
| 104 | $NMR | NOMURA HOLDINGS INC | Financials | $773K | 0.2% | 88K | — | |||
| 105 | $NTES | NetEase, Inc. | Technology | $759K | 0.2% | 5,931 | +20% | |||
| 106 | $DHI | HORTON D R INC /DE/ | Industrials | $748K | 0.2% | 4,595 | — | |||
| 107 | $PYPL | PayPal Holdings, Inc. | Financials | $745K | 0.2% | 17K | — | |||
| 108 | $AXIA | AXIA Energia S.A. | Utilities | $741K | 0.2% | 70K | — | |||
| 109 | $TRP | TC ENERGY CORP | Energy | $727K | 0.2% | 11K | -0.8% | |||
| 110 | $TTE | TotalEnergies SE | Energy | $712K | 0.2% | 9,161 | +14% | |||
| 111 | $GFI | GOLD FIELDS LTD | Materials | $699K | 0.2% | 21K | +20% | |||
| 112 | $WM | WASTE MANAGEMENT INC | Utilities | $695K | 0.2% | 3,121 | -0.5% | |||
| 113 | $AON | Aon plc | Financials | $680K | 0.2% | 2,051 | +20% | |||
| 114 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $677K | 0.2% | 3,375 | — | |||
| 115 | $CHT | CHUNGHWA TELECOM CO LTD | Communication Services | $658K | 0.1% | 15K | — | |||
| 116 | $ATAT | Atour Lifestyle Holdings Ltd | Consumer Discretionary | $655K | 0.1% | 21K | -0.2% | |||
| 117 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $651K | 0.1% | 2,501 | — | |||
| 118 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $637K | 0.1% | 6,924 | +74% | |||
| 119 | $LOGI | LOGITECH INTERNATIONAL S.A. | Technology | $632K | 0.1% | 6,728 | — | |||
| 120 | $LYB | LyondellBasell Industries N.V. | Materials | $630K | 0.1% | 12K | — | |||
| 121 | $ENB | ENBRIDGE INC | Energy | $623K | 0.1% | 11K | — | |||
| 122 | $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | Utilities | $613K | 0.1% | 106K | +401% | |||
| 123 | $META | Meta Platforms, Inc. | Technology | $596K | 0.1% | 1,059 | — | |||
| 124 | $WT | WisdomTree, Inc. | Financials | $595K | 0.1% | 7,110 | -10% | |||
| 125 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $555K | 0.1% | 34K | +0.0% | |||
| 126 | $SPY | SPDR S&P 500 ETF TRUST | — | $518K | 0.1% | 694 | — | |||
| 127 | $WTW | WILLIS TOWERS WATSON PLC | Financials | $515K | 0.1% | 1,973 | — | |||
| 128 | $LNG | Cheniere Energy, Inc. | Energy | $501K | 0.1% | 2,100 | +2% | |||
| 129 | $ORCL | ORACLE CORP | Technology | $492K | 0.1% | 3,363 | -18% | |||
| 130 | $AER | AerCap Holdings N.V. | Industrials | $486K | 0.1% | 3,339 | New | |||
| 131 | $AEG | AEGON LTD. | Financials | $475K | 0.1% | 56K | — | |||
| 132 | $CMBT | CMB.TECH NV | Industrials | $463K | 0.1% | 33K | — | |||
| 133 | $DBP | Invesco DB Precious Metals Fund | Financials | $462K | 0.1% | 5,000 | — | |||
| 134 | $T | AT&T INC. | Communication Services | $457K | 0.1% | 22K | -14% | |||
| 135 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $451K | 0.1% | 3,400 | — | |||
| 136 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $447K | 0.1% | 2,111 | — | |||
| 137 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $446K | 0.1% | 6,199 | — | |||
| 138 | $TEL | TE Connectivity plc | Technology | $443K | 0.1% | 2,200 | — | |||
| 139 | $CRH | CRH PUBLIC LTD CO | Materials | $436K | 0.1% | 4,084 | — | |||
| 140 | $KSPI | Joint Stock Co Kaspi.kz | Industrials | $430K | 0.1% | 4,970 | New | |||
| 141 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $424K | 0.1% | 5,156 | New | |||
| 142 | $B | BARRICK MINING CORP | Materials | $420K | 0.1% | 11K | — | |||
| 143 | $SKM | SK TELECOM CO LTD | Communication Services | $411K | 0.1% | 13K | — | |||
| 144 | — | PETROLEO BRASILEIRO SA PETRO - SP ADR NON VTG | — | $410K | 0.1% | 28K | — | |||
| 145 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $408K | 0.1% | 4,260 | — | |||
| 146 | $GLD | SPDR GOLD TRUST | Financials | $401K | 0.1% | 1,089 | — | |||
| 147 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $387K | 0.1% | 29K | -0.1% | |||
| 148 | $VLO | VALERO ENERGY CORP/TX | Energy | $373K | 0.1% | 1,435 | — | |||
| 149 | $JANX | Janux Therapeutics, Inc. | Healthcare | $373K | 0.1% | 24K | — | |||
| 150 | $MFC | MANULIFE FINANCIAL CORP | Financials | $368K | 0.1% | 9,105 | -0.6% |
What changed in Q2 2026
Against the previous quarter's 13F: 6 new, 57 added to, 32 trimmed, 73 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$AERAerCap Holdings N.V.$486K
first bought this quarter
$KSPIJoint Stock Co Kaspi.kz$430K
first bought this quarter
$BUDAnheuser-Busch InBev SA/NV$424K
first bought this quarter
$OTISOtis Worldwide Corp$316K
first bought this quarter
$COPCONOCOPHILLIPS$250K
first bought this quarter
$NTRNutrien Ltd.$224K
first bought this quarter
Added to (57)
$LRCXLAM RESEARCH CORP+2065%
now $2.3M · held 10+ qtrs
$NOCNORTHROP GRUMMAN CORP /DE/+618%
now $2.5M · held 10+ qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORP+993%
now $2.2M · held 10+ qtrs
- VANGUARD INDEX FDS - REAL ESTATE ETF+449%
now $2.4M
$ADPAUTOMATIC DATA PROCESSING INC+734%
now $2.2M · held 10+ qtrs
$ITWILLINOIS TOOL WORKS INC+1079%
now $1.9M · held 10+ qtrs
+51 more in the Excel export
Trimmed (32)
- ISHARES TR - GLOBAL REIT ETF-8%
now $3.3M
- ISHARES INC - MSCI EMERG MRKT-2%
now $16.5M
- INVESCO EXCHANGE TRADED FD T - S&P SML600 VAL-10%
now $1.1M
$ORCLORACLE CORP-18%
now $492K · held 10+ qtrs
now $5.9M · held 10+ qtrs
$CCZCOMCAST CORP-6%
now $1.2M · held 10+ qtrs
+26 more in the Excel export
Sold out (73)
$AZNASTRAZENECA PLCwas $1.8M
held 1 qtr
- LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSwas $1.6M
- ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSwas $1.5M
- NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHSwas $1.1M
- KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSwas $690K
- SCHWAB PRIME ADVANTAGE MONEY INVESTORwas $683K
+67 more in the Excel export
Holdings by quarter
Every 13F Lester Murray Antman dba SimplyRich has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Lester Murray Antman dba SimplyRich?
Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Lester Murray Antman dba SimplyRich's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.8%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 13% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Lester Murray Antman dba SimplyRich disclosed 166 positions worth $427.1M in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 7.9% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 6 new positions and exited 73 — including a new stake in $AER and a full exit from $AZN. The portfolio is most concentrated in Technology (39.6% of disclosed assets). All figures are sourced directly from Lester Murray Antman dba SimplyRich’s Form 13F-HR filing with the SEC under CIK 1725888.
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