Lester Murray Antman dba SimplyRich
13F Reported Value
ⓘ$427.1M
Holdings
166
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lester Murray Antman dba SimplyRich disclosed 166 positions worth $427.1M in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 7.9% of the equity portfolio, followed by $AAPL and $GOOG. 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 (37.9% 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.
AI Fund Analysis
Concentrating
$GOOG
$AAPL$GOOG
$MU
$SCCO
$NGG
$HSBC
$PBRSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$33.7M95,308 sh - 76.4#84
Quality
$31.0M107,218 sh - 78.2#57
Quality
$22.1M61,722 sh ISHARES TR - MSCI USA MIN VOL
—Quality
$21.9M226,613 sh- 86.2
Quality
$18.4M15,900 sh - $16.6M34,816 sh
ISHARES INC - MSCI EMERG MRKT
—Quality
$16.5M218,941 shISHARES TR - MSCI EAFE MIN VL
—Quality
$16.3M186,185 sh- 79.8
Quality
$9.6M25,800 sh - 82.9
Quality
$8.1M23,551 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 78.2#57 | $33.7M | 95,308 |
| Apple Inc.$AAPL | 76.4#84 | $31.0M | 107,218 |
| Alphabet Inc.$GOOG | 78.2#57 | $22.1M | 61,722 |
| ISHARES TR - MSCI USA MIN VOL | — | $21.9M | 226,613 |
| MICRON TECHNOLOGY INC$MU | 86.2 | $18.4M | 15,900 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $16.6M | 34,816 |
| ISHARES INC - MSCI EMERG MRKT | — | $16.5M | 218,941 |
| ISHARES TR - MSCI EAFE MIN VL | — | $16.3M | 186,185 |
 MICROSOFT CORP$MSFT | 79.8 | $9.6M | 25,800 |
 VISA INC.$V | 82.9 | $8.1M | 23,551 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lester Murray Antman dba SimplyRich's 166 positions.
Showing top 10 of 166 holdings.
Sector Allocation
Technology
$162.0M
Other
$66.6M
Financials
$46.0M
Industrials
$43.7M
Healthcare
$26.8M
Consumer Discretionary
$26.7M
Consumer Staples
$15.4M
Materials
$13.8M
Top Holdings — Lester Murray Antman dba SimplyRich (Q2 2026)
Top 150 of 166 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOGL | Alphabet Inc. | $33.7M | 7.9% | -0% | 78.2 |
| 2 | $AAPL | Apple Inc. | $31.0M | 7.3% | -0% | 76.4 |
| 3 | $GOOG | Alphabet Inc. | $22.1M | 5.2% | +0% | 78.2 |
| 4 | — | ISHARES TR - MSCI USA MIN VOL | $21.9M | 5.1% | +4% | — |
| 5 | $MU | MICRON TECHNOLOGY INC | $18.4M | 4.3% | +0% | 86.2 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $16.6M | 3.9% | +0% | — |
| 7 | — | ISHARES INC - MSCI EMERG MRKT | $16.5M | 3.9% | -2% | — |
| 8 | — | ISHARES TR - MSCI EAFE MIN VL | $16.3M | 3.8% | -0% | — |
| 9 | $MSFT | MICROSOFT CORP | $9.6M | 2.3% | -0% | 79.8 |
| 10 | $V | VISA INC. | $8.1M | 1.9% | +0% | 82.9 |
| 11 |  $UNH | UNITEDHEALTH GROUP INC | $6.4M | 1.5% | +2% | 62.7 |
| 12 |  $HD | HOME DEPOT, INC. | $5.9M | 1.4% | -1% | 60.3 |
| 13 |  $IVZ | Invesco Ltd. | $5.5M | 1.3% | +0% | — |
| 14 | $SCCO | SOUTHERN COPPER CORP/ | $5.3M | 1.2% | +1% | 83.1 |
| 15 |  $WMT | Walmart Inc. | $5.2M | 1.2% | -0% | 60.2 |
| 16 |  $NVO | NOVO NORDISK A S | $4.7M | 1.1% | +15% | — |
| 17 |  $CSCO | CISCO SYSTEMS, INC. | $4.1M | 1.0% | -0% | 70.3 |
| 18 |  $MCK | MCKESSON CORP | $3.9M | 0.9% | +0% | 63.4 |
| 19 |  $ASML | ASML HOLDING NV | $3.6M | 0.8% | +0% | — |
| 20 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.6M | 0.8% | +0% | 73.8 |
| 21 |  $TJX | TJX COMPANIES INC /DE/ | $3.6M | 0.8% | +1% | 68.7 |
| 22 |  $CI | Cigna Group | $3.4M | 0.8% | -1% | 66.2 |
| 23 | — | ISHARES TR - GLOBAL REIT ETF | $3.3M | 0.8% | -8% | — |
| 24 |  $AMGN | AMGEN INC | $3.3M | 0.8% | +0% | 79.2 |
| 25 |  $MCD | MCDONALDS CORP | $2.9M | 0.7% | -0% | 69 |
| 26 |  $AVGO | Broadcom Inc. | $2.8M | 0.7% | +0% | 84.5 |
| 27 |  $NVS | NOVARTIS AG | $2.8M | 0.7% | +0% | — |
| 28 |  $RTX | RTX Corp | $2.8M | 0.7% | +2% | 73.2 |
| 29 |  $MA | Mastercard Inc | $2.7M | 0.6% | +0% | 85.1 |
| 30 |  $LMT | LOCKHEED MARTIN CORP | $2.5M | 0.6% | NEW | 65.6 |
| 31 |  $AMZN | AMAZON COM INC | $2.5M | 0.6% | +0% | 68.7 |
| 32 |  $IX | ORIX CORP | $2.5M | 0.6% | +5% | 63 |
| 33 |  $RBA | RB GLOBAL INC. | $2.5M | 0.6% | +0% | 67.3 |
| 34 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.5M | 0.6% | +618% | 62.9 |
| 35 |  $TM | TOYOTA MOTOR CORP/ | $2.5M | 0.6% | +69% | — |
| 36 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.4M | 0.6% | NEW | 73.8 |
| 37 |  $ELV | Elevance Health, Inc. | $2.4M | 0.6% | +2% | 59 |
| 38 |  $RELX | RELX PLC | $2.4M | 0.6% | +0% | — |
| 39 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $2.4M | 0.6% | +449% | — |
| 40 |  $CB | Chubb Ltd | $2.3M | 0.5% | -1% | — |
| 41 |  $LRCX | LAM RESEARCH CORP | $2.3M | 0.5% | +2065% | 79.4 |
| 42 |  $SHEL | Shell plc | $2.3M | 0.5% | +0% | — |
| 43 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.2M | 0.5% | +993% | 70 |
| 44 |  $PCAR | PACCAR INC | $2.2M | 0.5% | -0% | 56.5 |
| 45 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.2M | 0.5% | +734% | 69.8 |
| 46 |  $EBAY | EBAY INC | $2.1M | 0.5% | +0% | 66.4 |
| 47 |  $BVN | BUENAVENTURA MINING CO INC | $2.1M | 0.5% | +84% | — |
| 48 |  $CAT | CATERPILLAR INC | $2.1M | 0.5% | +0% | 66.5 |
| 49 | $HSBC | HSBC HOLDINGS PLC | $2.0M | 0.5% | +290% | — |
| 50 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.0M | 0.5% | +0% | 73.7 |
| 51 |  $MSI | Motorola Solutions, Inc. | $2.0M | 0.5% | +0% | 71.8 |
| 52 |  $TGS | GAS TRANSPORTER OF THE SOUTH INC | $2.0M | 0.5% | +0% | — |
| 53 | — | ISHARES INC - MSCI GBL MIN VOL | $2.0M | 0.5% | +0% | — |
| 54 |  $RACE | Ferrari N.V. | $2.0M | 0.5% | +1% | — |
| 55 |  $GIB | CGI INC | $2.0M | 0.5% | +6% | — |
| 56 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $2.0M | 0.5% | +0% | — |
| 57 |  $ITW | ILLINOIS TOOL WORKS INC | $1.9M | 0.5% | +1079% | 63.6 |
| 58 |  $AFL | AFLAC INC | $1.9M | 0.5% | +0% | 61.3 |
| 59 |  $IMO | IMPERIAL OIL LTD | $1.9M | 0.5% | +0% | — |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.5% | -0% | 66.2 |
| 61 |  $FDX | FEDEX CORP | $1.9M | 0.5% | +0% | 60.3 |
| 62 | $NGG | NATIONAL GRID PLC | $1.9M | 0.5% | +350% | — |
| 63 |  $VIPS | Vipshop Holdings Ltd | $1.9M | 0.5% | -0% | — |
| 64 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1.9M | 0.4% | +0% | 55.6 |
| 65 |  $SAP | SAP SE | $1.9M | 0.4% | +132% | — |
| 66 |  $KOF | COCA COLA FEMSA SAB DE CV | $1.9M | 0.4% | +217% | — |
| 67 |  $UL | UNILEVER PLC | $1.8M | 0.4% | +9% | — |
| 68 |  $JCI | Johnson Controls International plc | $1.8M | 0.4% | +0% | — |
| 69 |  $RSG | REPUBLIC SERVICES, INC. | $1.8M | 0.4% | +646% | 62.3 |
| 70 |  $CME | CME GROUP INC. | $1.8M | 0.4% | -0% | 69.5 |
| 71 |  $CVS | CVS HEALTH Corp | $1.8M | 0.4% | +95% | 59.4 |
| 72 |  $UNP | UNION PACIFIC CORP | $1.7M | 0.4% | +100% | 69.7 |
| 73 |  $INTC | INTEL CORP | $1.7M | 0.4% | +0% | 45.6 |
| 74 |  $SRE | SEMPRA | $1.7M | 0.4% | +44% | 41.9 |
| 75 |  $KO | COCA COLA CO | $1.7M | 0.4% | +58% | 69.5 |
| 76 |  $DIS | Walt Disney Co | $1.6M | 0.4% | +97% | 60.1 |
| 77 |  $BN | BROOKFIELD Corp /ON/ | $1.5M | 0.3% | +0% | — |
| 78 |  $ICE | Intercontinental Exchange, Inc. | $1.5M | 0.3% | +0% | 73.7 |
| 79 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.3% | +72% | 64.6 |
| 80 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.4M | 0.3% | +2% | 66.2 |
| 81 |  $RKT | Rocket Companies, Inc. | $1.3M | 0.3% | +0% | 74.2 |
| 82 |  $NKE | NIKE, Inc. | $1.3M | 0.3% | +47% | 49.3 |
| 83 |  $GRMN | GARMIN LTD | $1.3M | 0.3% | +4% | — |
| 84 |  $BTI | British American Tobacco p.l.c. | $1.3M | 0.3% | +54% | — |
| 85 |  $SLF | SUN LIFE FINANCIAL INC | $1.2M | 0.3% | +18% | — |
| 86 |  $CCZ | COMCAST CORP | $1.2M | 0.3% | -6% | 59.5 |
| 87 |  $MDLZ | Mondelez International, Inc. | $1.2M | 0.3% | +12% | 56.4 |
| 88 | — | SPDR INDEX SHS FDS - DJ GLB RL ES ETF | $1.2M | 0.3% | +0% | — |
| 89 | — | INVESCO EXCHANGE TRADED FD T - S&P SML600 VAL | $1.1M | 0.3% | -10% | — |
| 90 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.1M | 0.3% | +3111% | — |
| 91 |  $EMR | EMERSON ELECTRIC CO | $1.1M | 0.3% | +615% | 65.3 |
| 92 |  $AU | AngloGold Ashanti PLC | $1.1M | 0.3% | +0% | — |
| 93 |  $PEP | PEPSICO INC | $1.1M | 0.3% | +21% | 63.4 |
| 94 |  $FMX | MEXICAN ECONOMIC DEVELOPMENT INC | $1.0M | 0.2% | +74% | — |
| 95 |  $ESLT | ELBIT SYSTEMS LTD | $1.0M | 0.2% | +0% | — |
| 96 |  $ACN | Accenture plc | $1.0M | 0.2% | +0% | — |
| 97 |  $DELL | Dell Technologies Inc. | $966,000 | 0.2% | +0% | 71.2 |
| 98 |  $AMX | AMERICA MOVIL SAB DE CV/ | $945,000 | 0.2% | +14% | — |
| 99 |  $CAH | CARDINAL HEALTH INC | $878,000 | 0.2% | +0% | 62.4 |
| 100 |  $ASX | ASE Technology Holding Co., Ltd. | $800,000 | 0.2% | +0% | — |
| 101 |  $KEYS | Keysight Technologies, Inc. | $786,000 | 0.2% | +0% | 71.4 |
| 102 |  $MRK | Merck & Co., Inc. | $778,000 | 0.2% | +0% | 59.9 |
| 103 |  $LIN | LINDE PLC | $774,000 | 0.2% | +0% | — |
| 104 |  $NMR | NOMURA HOLDINGS INC | $773,000 | 0.2% | +0% | 57.6 |
| 105 |  $NTES | NetEase, Inc. | $759,000 | 0.2% | +20% | — |
| 106 |  $DHI | HORTON D R INC /DE/ | $748,000 | 0.2% | +0% | 53.6 |
| 107 |  $PYPL | PayPal Holdings, Inc. | $745,000 | 0.2% | +0% | 64.1 |
| 108 |  $AXIA | AXIA Energia S.A. | $741,000 | 0.2% | +0% | — |
| 109 |  $TRP | TC ENERGY CORP | $727,000 | 0.2% | -1% | — |
| 110 |  $TTE | TotalEnergies SE | $712,000 | 0.2% | +14% | 50.6 |
| 111 |  $GFI | GOLD FIELDS LTD | $699,000 | 0.2% | +20% | — |
| 112 |  $WM | WASTE MANAGEMENT INC | $695,000 | 0.2% | -1% | 67.6 |
| 113 |  $AON | Aon plc | $680,000 | 0.2% | +20% | — |
| 114 |  $COF | CAPITAL ONE FINANCIAL CORP | $677,000 | 0.2% | +0% | 62.4 |
| 115 |  $CHT | CHUNGHWA TELECOM CO LTD | $658,000 | 0.1% | +0% | — |
| 116 |  $ATAT | Atour Lifestyle Holdings Ltd | $655,000 | 0.1% | -0% | — |
| 117 |  $TSEM | TOWER SEMICONDUCTOR LTD | $651,000 | 0.1% | +0% | — |
| 118 |  $ORLY | O REILLY AUTOMOTIVE INC | $637,000 | 0.1% | +74% | 67.4 |
| 119 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $632,000 | 0.1% | +0% | — |
| 120 |  $LYB | LyondellBasell Industries N.V. | $630,000 | 0.1% | +0% | — |
| 121 |  $ENB | ENBRIDGE INC | $623,000 | 0.1% | +0% | 66.7 |
| 122 |  $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | $613,000 | 0.1% | +401% | 51 |
| 123 |  $META | Meta Platforms, Inc. | $596,000 | 0.1% | +0% | 79.6 |
| 124 |  $WT | WisdomTree, Inc. | $595,000 | 0.1% | -10% | 59.9 |
| 125 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $555,000 | 0.1% | +0% | 54.3 |
| 126 |  $SPY | SPDR S&P 500 ETF TRUST | $518,000 | 0.1% | +0% | — |
| 127 |  $WTW | WILLIS TOWERS WATSON PLC | $515,000 | 0.1% | +0% | — |
| 128 |  $LNG | Cheniere Energy, Inc. | $501,000 | 0.1% | +2% | 66.5 |
| 129 |  $ORCL | ORACLE CORP | $492,000 | 0.1% | -18% | 66.2 |
| 130 |  $AER | AerCap Holdings N.V. | $486,000 | 0.1% | NEW | — |
| 131 |  $AEG | AEGON LTD. | $475,000 | 0.1% | +0% | — |
| 132 |  $CMBT | CMB.TECH NV | $463,000 | 0.1% | +0% | — |
| 133 |  $DBP | Invesco DB Precious Metals Fund | $462,000 | 0.1% | +0% | — |
| 134 |  $T | AT&T INC. | $457,000 | 0.1% | -14% | 65.7 |
| 135 |  $A | AGILENT TECHNOLOGIES, INC. | $451,000 | 0.1% | +0% | 67.1 |
| 136 |  $DGX | QUEST DIAGNOSTICS INC | $447,000 | 0.1% | +0% | 69 |
| 137 |  $MO | ALTRIA GROUP, INC. | $446,000 | 0.1% | +0% | 67.4 |
| 138 |  $TEL | TE Connectivity plc | $443,000 | 0.1% | +0% | — |
| 139 |  $CRH | CRH PUBLIC LTD CO | $436,000 | 0.1% | +0% | — |
| 140 |  $KSPI | Joint Stock Co Kaspi.kz | $430,000 | 0.1% | NEW | — |
| 141 |  $BUD | Anheuser-Busch InBev SA/NV | $424,000 | 0.1% | NEW | — |
| 142 |  $B | BARRICK MINING CORP | $420,000 | 0.1% | +0% | 69.6 |
| 143 |  $SKM | SK TELECOM CO LTD | $411,000 | 0.1% | +0% | — |
| 144 | — | PETROLEO BRASILEIRO SA PETRO - SP ADR NON VTG | $410,000 | 0.1% | +0% | — |
| 145 |  $BABA | Alibaba Group Holding Ltd | $408,000 | 0.1% | +0% | — |
| 146 |  $GLD | SPDR GOLD TRUST | $401,000 | 0.1% | +0% | — |
| 147 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $387,000 | 0.1% | -0% | — |
| 148 |  $VLO | VALERO ENERGY CORP/TX | $373,000 | 0.1% | +0% | 57.8 |
| 149 |  $JANX | Janux Therapeutics, Inc. | $373,000 | 0.1% | +0% | 30.1 |
| 150 |  $MFC | MANULIFE FINANCIAL CORP | $368,000 | 0.1% | -1% | — |
New Positions (6)
Exited Positions (73)
$AZN ASTRAZENECA PLC
$HLN Haleon plc
$RDY DR REDDYS LABORATORIES LTD
$RIO RIO TINTO PLC
$BIDU Baidu, Inc.
$SONY Sony Group Corp
$TRI THOMSON REUTERS CORP /CAN/Browse Top Institutional Investors
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