Lester Murray Antman dba SimplyRich

CIK 1725888 · View on SEC EDGAR ↗

Portfolio value
$407K
#9,256 of 9,443 by 13F value · top 98.0%
Positions
166
As of
June 30, 2026

Portfolio value QoQ: +4.2% 13F does not disclose cash

Top 10 holdings weight
47.66%
Top 25 holdings weight
63.53%
Positions above 1%
17
Effective number of positions
33.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.58% Est. buys $6,301 · sells $29,202

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 60.8% still held

New positions
6
Increased
34
Decreased
39
Closed
62
On this page

Sector breakdown

Technology
23.2%
Communication Services
15.1%
Health Care
7.7%
Industrials
7.0%
Retail
5.9%
Financial Services
5.4%
Financials
2.8%
Materials
2.6%
Energy
2.3%
Consumer Discretionary
2.1%
Communications
1.5%
Consumer Staples
1.5%
Consumer products
1.2%
Utilities
0.9%
Telecommunication
0.8%
Logistics & Transportation
0.5%
Real Estate
0.1%
Other/Unmapped
19.5%

Full portfolio 166 positions

Type Streak 8Q trend
GOOG Alphabet Inc. - Class C Capital Stock $33,675 8.27% 95,308 $6,327 Down ×6
AAPL Apple Inc. - Common Stock $31,024 7.62% 107,218 $3,807 Down ×6
GOOGL Alphabet Inc. - Class A Common Stock $22,057 5.42% 61,722 $4,309
USMV $21,859 5.37% 226,613 $1,647 Up ×1
MU Micron Technology, Inc. - Common Stock $18,353 4.51% 15,900 $12,982
TSM Taiwan Semiconductor Manufacturing Company Ltd. $16,627 4.08% 34,816 $4,861
EEMV $16,481 4.05% 218,941 $2,083 Down ×6
EFAV $16,330 4.01% 186,185 $-693 Down ×2
MSFT Microsoft Corporation - Common Stock $9,623 2.36% 25,800 $67 Down ×6
V Visa Inc. $8,080 1.98% 23,551 $962
UNH UnitedHealth Group Incorporated Common Stock (DE) $6,418 1.58% 15,443 $2,332 Up ×1
HD Home Depot, Inc. (The) Common Stock $5,893 1.45% 16,711 $323 Down ×2
RSP $5,550 1.36% 26,084 $544
SCCO Southern Copper Corporation Common Stock $5,256 1.29% 30,164 $115 Up ×6
WMT Walmart Inc. - Common Stock $5,174 1.27% 45,683 $-508 Down ×2
NVO Novo Nordisk A/S Common Stock $4,663 1.14% 97,277 $1,549 Up ×1
CSCO Cisco Systems, Inc. - Common Stock $4,093 1.00% 34,849 $1,380 Down ×2
MCK McKesson Corporation Common Stock $3,924 0.96% 5,194 $-568 Up ×1
ASML ASML Holding N.V. - New York Registry Shares $3,640 0.89% 1,830 $1,223
BRKB $3,632 0.89% 7,259 $154
TJX TJX Companies, Inc. (The) Common Stock $3,560 0.87% 23,503 $-170 Up ×1
CI The Cigna Group Common Stock $3,412 0.84% 12,379 $87 Down ×2
REET $3,268 0.80% 118,328 $47 Down ×6
AMGN Amgen Inc. - Common Stock $3,258 0.80% 8,999 $92
MCD McDonald's Corporation Common Stock $2,909 0.71% 10,764 $-448 Down ×6
AVGO Broadcom Inc. - Common Stock $2,822 0.69% 7,471 $510
NVS Novartis AG Common Stock $2,783 0.68% 17,763 $70
RTX RTX Corporation Common Stock $2,755 0.68% 14,522 $13 Up ×1
MA Mastercard Incorporated Common Stock $2,651 0.65% 5,162 $72
AMZN Amazon.com, Inc. - Common Stock $2,537 0.62% 10,646 $320
IX ORIX Corporation American Depositary Shares $2,527 0.62% 66,449 $631 Up ×1
RBA RB Global, Inc. Common Stock $2,515 0.62% 21,603 $445
ELV Elevance Health, Inc. Common Stock $2,408 0.59% 6,229 $628 Up ×2
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $2,357 0.58% 74,441 $-101 Up ×1
CB Chubb Limited Common Stock $2,308 0.57% 6,775 $72 Down ×4
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $2,270 0.56% 29,281 $-453
PCAR PACCAR Inc. - Common Stock $2,201 0.54% 18,327 $81 Down ×1
EBAY eBay Inc. - Common Stock $2,147 0.53% 19,220 $398
CAT Caterpillar, Inc. Common Stock $2,125 0.52% 1,996 $711
PNC PNC Financial Services Group, Inc. (The) Common Stock $2,032 0.50% 8,255 $315
MSI Motorola Solutions, Inc. Common Stock $2,012 0.49% 4,845 $-90
TGS Transportadora de Gas del Sur SA TGS Common Stock $2,004 0.49% 67,415 $-329
ACWV $1,978 0.49% 16,459 $16 Up ×6
RACE Ferrari N.V. Common Shares $1,970 0.48% 5,293 $199 Up ×1
GIB CGI Inc. Common Stock $1,959 0.48% 30,354 $-134 Up ×1
CNI Canadian National Railway Company Common Stock $1,954 0.48% 16,394 $270
AFL AFLAC Incorporated Common Stock $1,930 0.47% 16,468 $124
IMO $1,922 0.47% 17,166 $-323
COST Costco Wholesale Corporation - Common Stock $1,910 0.47% 2,042 $-129 Down ×4
FDX FedEx Corporation Common Stock $1,910 0.47% 6,100 $-262
VIPS Vipshop Holdings Limited American Depositary Shares, each representing two ordinary shares $1,907 0.47% 143,872 $-354 Down ×2
TTWO Take-Two Interactive Software, Inc. - Common Stock $1,889 0.46% 7,560 $396
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) $1,842 0.45% 30,646 $243 Up ×1
JCI Johnson Controls International plc Ordinary Share $1,841 0.45% 12,603 $191
CME CME Group Inc. - Class A Common Stock $1,799 0.44% 8,147 $-611 Down ×1
INTC Intel Corporation - Common Stock $1,735 0.43% 12,431 $1,187
LMT Lockheed Martin Corporation Common Stock $1,586 0.39% 3,114 $-303 Down ×2
NOC Northrop Grumman Corporation Common Stock $1,562 0.38% 3,067 $-530
TM Toyota Motor Corporation Common Stock $1,548 0.38% 9,194 $-341 Up ×1
BN Brookfield Corporation Class A Limited Voting Shares $1,505 0.37% 35,351 $75
BRKA $1,497 0.37% 2 $61
ICE Intercontinental Exchange Inc. Common Stock $1,464 0.36% 11,895 $-406
VNQ $1,454 0.36% 15,082 $117
LRCX Lam Research Corporation - Common Stock $1,403 0.34% 3,240 $711
IBM International Business Machines Corporation Common Stock $1,378 0.34% 4,901 $187 Down ×2
ADP Automatic Data Processing, Inc. - Common Stock $1,336 0.33% 5,966 $305 Up ×1
RKT Rocket Companies, Inc. Class A Common Stock $1,330 0.33% 84,447 $127
BVN Buenaventura Mining Company Inc. $1,318 0.32% 45,012 $-304
GRMN Garmin Ltd. Common Stock (Switzerland) $1,301 0.32% 5,479 $82 Up ×1
HSBC HSBC Holdings, plc. Common Stock $1,235 0.30% 12,988 $204 Up ×3
CMCSA Comcast Corporation - Class A Common Stock $1,207 0.30% 49,170 $-296 Down ×1
RWO $1,155 0.28% 23,237 $92
ITW Illinois Tool Works Inc. Common Stock $1,154 0.28% 4,267 $44
NGG National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares $1,147 0.28% 13,853 $-21 Up ×4
SAP SAP SE ADS $1,136 0.28% 7,375 $-126
RZV $1,126 0.28% 7,558 $86 Down ×3
KOF Coca Cola Femsa S.A.B. de C.V. American Depositary Shares, each representing 10 Units (each Unit consists of 3 Series B Shares and 5 Series L Shares) $1,125 0.28% 10,593 $92 Up ×1
RSG Republic Services, Inc. Common Stock $1,111 0.27% 5,215 $-31
AU AngloGold Ashanti PLC Ordinary Shares $1,069 0.26% 13,222 $-218
CVS CVS Health Corporation Common Stock $1,065 0.26% 10,304 $325
UNP Union Pacific Corporation Common Stock $1,061 0.26% 3,901 $115
SRE DBA Sempra Common Stock $1,060 0.26% 11,441 $-51
KO Coca-Cola Company (The) Common Stock $1,025 0.25% 12,624 $65
ESLT Elbit Systems Ltd. - Ordinary Shares $1,025 0.25% 1,351 $-122
DIS Walt Disney Company (The) Common Stock $1,017 0.25% 10,567 $-1
ACN Accenture plc Class A Ordinary Shares (Ireland) $1,006 0.25% 8,088 $-597
PG Procter & Gamble Company (The) Common Stock $972 0.24% 6,632 $-16 Down ×2
DELL Dell Technologies Inc. Class C Common Stock $966 0.24% 2,239 $599
AMX America Movil, S.A.B. de C.V. American Depositary Shares (each representing the right to receive twenty (20) Series B Shares $945 0.23% 36,367 $132 Up ×2
MRSH Marsh Common Stock $941 0.23% 5,647 $-39 Down ×5
NKE Nike, Inc. Common Stock $905 0.22% 22,060 $-392 Down ×1
CAH Cardinal Health, Inc. Common Stock $878 0.22% 3,700 $97
BTI British American Tobacco Industries, p.l.c. Common Stock ADR $872 0.21% 14,120 $123 Up ×1
SLF Sun Life Financial Inc. Common Stock $823 0.20% 10,505 $166
ASX ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares) $800 0.20% 17,749 $416
MDLZ Mondelez International, Inc. - Class A Common Stock $789 0.19% 13,645 $18 Up ×1
KEYS Keysight Technologies Inc. Common Stock $786 0.19% 2,247 $152
MRK Merck & Company, Inc. Common Stock (new) $778 0.19% 6,059 $50
LIN Linde plc - Ordinary Shares $774 0.19% 1,493 $34
NMR Nomura Holdings Inc ADR American Depositary Shares $773 0.19% 88,146 $78

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
SCCO $5,256 1.29% up ×6
ACWV $1,978 0.49% up ×6
HSBC $1,235 0.30% up ×3
NGG $1,147 0.28% up ×4
PBR $555 0.14% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AER $486 3,339 0.12%
KSPI $430 4,970 0.11%
BUD $424 5,156 0.10%
OTIS $316 4,426 0.08%
COP $250 2,405 0.06%
NTR $224 3,559 0.05%

Top movers (QoQ)

Security Action Shares Δ Value Δ
MU Price move only +0 +$13K
GOOG Trimmed -28 +$6K
TSM Price move only +0 +$5K
GOOGL Price move only +0 +$4K
AAPL Trimmed -27 +$4K
UNH Bought more +342 +$2K
EEMV Trimmed -3K +$2K
USMV Bought more +9K +$2K
NVO Bought more +13K +$2K
CSCO Trimmed -129 +$1K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ULXXXX Dec. 31, 2025 32,322 $1,916 No longer tracked
AZN June 30, 2026 9,047 $1,784 -12.7%
COOP Dec. 31, 2025 7,677 $1,618 No longer tracked
LVMUY June 30, 2026 14,800 $1,616 No longer tracked
LVMUY Sept. 30, 2025 14,800 $1,554 No longer tracked
ABBNY June 30, 2026 18,073 $1,454 No longer tracked
FISV Dec. 31, 2025 9,358 $1,206 -23.3%
NTTYY Sept. 30, 2025 43,611 $1,167 No longer tracked
NTTYY June 30, 2026 43,611 $1,087 No longer tracked
ABBNY Sept. 30, 2025 18,073 $1,078 No longer tracked
KMTUY June 30, 2026 17,600 $690 No longer tracked
ALIZY June 30, 2026 15,929 $669 No longer tracked
TSEM March 31, 2025 12,889 $663 540.8%
HLN June 30, 2026 65,763 $658 6.3%
ALIZY Sept. 30, 2025 15,929 $645 No longer tracked
RDY June 30, 2026 46,059 $637 -16.6%
BRDCY June 30, 2026 61,600 $635 No longer tracked
BRDCY Sept. 30, 2025 30,800 $627 No longer tracked
RIO June 30, 2026 6,721 $627 10.3%
BIDU June 30, 2026 5,501 $612 -18.4%
SONY June 30, 2026 28,667 $593 18.6%
TRI June 30, 2026 6,508 $585 29.1%
KMTUY Sept. 30, 2025 17,600 $580 No longer tracked
DE June 30, 2026 1,025 $577 -1.7%
TGT June 30, 2026 4,726 $572 24.4%
TAK June 30, 2026 30,702 $568 13.1%
WPM June 30, 2026 4,201 $550 38.3%
RIO June 30, 2025 8,899 $534 79.5%
AZO June 30, 2026 150 $506 -7.5%
VALE June 30, 2026 31,852 $506 -3.6%
TME March 31, 2026 28,394 $497 -4.1%
TTE Dec. 31, 2025 8,224 $490 38.9%
RGA March 31, 2025 2,257 $482 23.8%
AMCR Sept. 30, 2025 52,188 $479 17.7%
PSO June 30, 2026 35,692 $468 1.6%
FN March 31, 2025 2,108 $463 125.5%
IQ June 30, 2025 198,041 $447 -39.5%
INFY June 30, 2026 32,747 $442 13.0%
SHY June 30, 2026 5,155 $425
ERIC June 30, 2026 37,617 $423 -8.8%
SCHW June 30, 2026 4,510 $423 20.5%
TELFY June 30, 2026 97,559 $423 No longer tracked
BASFY June 30, 2026 27,200 $417 No longer tracked
GD June 30, 2026 1,203 $412 9.5%
UPS March 31, 2025 3,238 $408 -6.1%
PM June 30, 2026 2,427 $401 4.9%
SU June 30, 2026 5,997 $396 27.1%
CVX June 30, 2026 1,832 $379 24.6%
IJS June 30, 2026 3,102 $367 No longer tracked
FTNT Sept. 30, 2025 3,392 $358 77.7%
NOK June 30, 2026 42,586 $342 -23.0%
BASFY Sept. 30, 2025 27,200 $334 No longer tracked
FINV Dec. 31, 2025 45,415 $334 -14.9%
TSCO March 31, 2026 6,686 $334 -23.0%
SYY June 30, 2026 4,607 $328 0.6%
EDU March 31, 2025 5,023 $322 16.6%
FSLY June 30, 2026 10,733 $311 28.3%
ZTS June 30, 2026 2,631 $311 6.6%
APTV June 30, 2025 5,103 $303 -30.0%
ADM June 30, 2026 4,126 $299 8.1%
K Dec. 31, 2025 3,639 $298 No longer tracked
VRSK June 30, 2026 1,556 $295 3.7%
PDD June 30, 2026 2,805 $286 16.3%
FHN June 30, 2026 12,530 $285 -3.2%
SNA June 30, 2026 769 $279 -2.0%
BAM June 30, 2026 6,254 $277 16.1%
ADM June 30, 2025 5,727 $274 56.5%
EG June 30, 2025 755 $274 8.7%
BALL Sept. 30, 2025 4,759 $266 25.4%
CNQ June 30, 2026 5,362 $261 29.7%
CF March 31, 2025 3,001 $256 63.4%
CMI June 30, 2026 474 $255 -16.0%
TXN June 30, 2026 1,297 $251 -11.1%
SDZNY June 30, 2026 3,208 $250 No longer tracked
TMO June 30, 2025 497 $247 53.0%
APD June 30, 2025 833 $245 7.7%
PKG June 30, 2026 1,137 $241 5.3%
VRSK Sept. 30, 2025 761 $237 -26.0%
TMO June 30, 2026 479 $235 23.8%
BUD Sept. 30, 2025 3,397 $233 30.7%
FAST June 30, 2026 4,971 $230 6.1%
GOLD June 30, 2025 11,843 $230 110.5%
RTO June 30, 2026 7,316 $230 -17.4%
VALE June 30, 2025 22,719 $226 49.4%
OMC March 31, 2025 2,616 $225 4.1%
DSGX March 31, 2025 1,975 $224 -24.0%
ZTO June 30, 2025 11,308 $224 21.5%
TD June 30, 2026 2,400 $223 -2.3%
SUZ June 30, 2026 22,179 $222 11.6%
TLK Dec. 31, 2025 11,776 $221 -29.1%
WDS June 30, 2026 9,214 $220 26.0%
VICI Dec. 31, 2025 6,627 $216 -5.7%
BEKE Dec. 31, 2025 11,270 $214 8.9%
EXPD June 30, 2026 1,484 $212 15.8%
QFIN March 31, 2026 10,999 $211 -11.2%
SLB June 30, 2026 4,117 $211 15.7%
JNJ June 30, 2026 861 $210 5.2%
SIRI Dec. 31, 2025 9,064 $210 44.2%
CF June 30, 2026 1,612 $209 17.9%
CF Dec. 31, 2025 2,333 $209 65.1%
EXPD June 30, 2025 1,743 $209 65.1%
RY June 30, 2026 1,287 $208 0.3%
DHR March 31, 2025 903 $207 4.4%
KUBTY June 30, 2026 2,600 $207 No longer tracked
WIT June 30, 2026 96,781 $205 -16.4%
IDXX June 30, 2026 364 $204 3.8%
MCO March 31, 2026 400 $204 14.5%
CRBG March 31, 2026 6,733 $203 34.0%
AXIAPRC June 30, 2026 18,442 $201 No longer tracked
DEO March 31, 2026 2,340 $201 25.3%
GILD June 30, 2026 1,444 $201 14.6%
MCO Sept. 30, 2025 400 $200 4.9%