Lester Murray Antman dba SimplyRich

CIK 1725888 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$407K
#9.256 dari 9.443 berdasarkan nilai 13F · top 98.0%
Posisi
166
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +4.2% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
47,66%
Bobot 25 kepemilikan teratas
63,53%
Posisi di atas 1%
17
Jumlah posisi efektif
33,9

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 1,58% Perkiraan pembelian $6.301 · penjualan $29.202

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 60,8% masih dipegang

Posisi baru
6
Meningkat
34
Menurun
39
Tertutup
62
Di halaman ini

Rincian sektor

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%
Lainnya/Tidak terpetakan
19,5%

Portofolio lengkap 166 posisi

Tipe Rentetan Tren 8 kuartal
GOOG Alphabet Inc. - Class C Capital Stock $33.675 8,27% 95.308 $6.327 Turun ×6
AAPL Apple Inc. - Common Stock $31.024 7,62% 107.218 $3.807 Turun ×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 Naik ×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 Turun ×6
EFAV $16.330 4,01% 186.185 $-693 Turun ×2
MSFT Microsoft Corporation - Common Stock $9.623 2,36% 25.800 $67 Turun ×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 Naik ×1
HD Home Depot, Inc. (The) Common Stock $5.893 1,45% 16.711 $323 Turun ×2
RSP $5.550 1,36% 26.084 $544
SCCO Southern Copper Corporation Common Stock $5.256 1,29% 30.164 $115 Naik ×6
WMT Walmart Inc. - Common Stock $5.174 1,27% 45.683 $-508 Turun ×2
NVO Novo Nordisk A/S Common Stock $4.663 1,14% 97.277 $1.549 Naik ×1
CSCO Cisco Systems, Inc. - Common Stock $4.093 1,00% 34.849 $1.380 Turun ×2
MCK McKesson Corporation Common Stock $3.924 0,96% 5.194 $-568 Naik ×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 Naik ×1
CI The Cigna Group Common Stock $3.412 0,84% 12.379 $87 Turun ×2
REET $3.268 0,80% 118.328 $47 Turun ×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 Turun ×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 Naik ×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 Naik ×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 Naik ×2
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $2.357 0,58% 74.441 $-101 Naik ×1
CB Chubb Limited Common Stock $2.308 0,57% 6.775 $72 Turun ×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 Turun ×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 Naik ×6
RACE Ferrari N.V. Common Shares $1.970 0,48% 5.293 $199 Naik ×1
GIB CGI Inc. Common Stock $1.959 0,48% 30.354 $-134 Naik ×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 Turun ×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 Turun ×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 Naik ×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 Turun ×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 Turun ×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 Naik ×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 Turun ×2
ADP Automatic Data Processing, Inc. - Common Stock $1.336 0,33% 5.966 $305 Naik ×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 Naik ×1
HSBC HSBC Holdings, plc. Common Stock $1.235 0,30% 12.988 $204 Naik ×3
CMCSA Comcast Corporation - Class A Common Stock $1.207 0,30% 49.170 $-296 Turun ×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 Naik ×4
SAP SAP SE ADS $1.136 0,28% 7.375 $-126
RZV $1.126 0,28% 7.558 $86 Turun ×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 Naik ×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 Turun ×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 Naik ×2
MRSH Marsh Common Stock $941 0,23% 5.647 $-39 Turun ×5
NKE Nike, Inc. Common Stock $905 0,22% 22.060 $-392 Turun ×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 Naik ×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 Naik ×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

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
SCCO $5.256 1,29% naik ×6
ACWV $1.978 0,49% naik ×6
HSBC $1.235 0,30% naik ×3
NGG $1.147 0,28% naik ×4
PBR $555 0,14% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
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%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
MU Hanya pergerakan harga +0 +$13K
GOOG Dipangkas -28 +$6K
TSM Hanya pergerakan harga +0 +$5K
GOOGL Hanya pergerakan harga +0 +$4K
AAPL Dipangkas -27 +$4K
UNH Beli lebih banyak +342 +$2K
EEMV Dipangkas -3K +$2K
USMV Beli lebih banyak +9K +$2K
NVO Beli lebih banyak +13K +$2K
CSCO Dipangkas -129 +$1K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
ULXXXX 31 Des. 2025 32.322 $1.916 Tidak lagi dilacak
AZN 30 Juni 2026 9.047 $1.784 -12,7%
COOP 31 Des. 2025 7.677 $1.618 Tidak lagi dilacak
LVMUY 30 Juni 2026 14.800 $1.616 Tidak lagi dilacak
LVMUY 30 Sep. 2025 14.800 $1.554 Tidak lagi dilacak
ABBNY 30 Juni 2026 18.073 $1.454 Tidak lagi dilacak
FISV 31 Des. 2025 9.358 $1.206 -23,3%
NTTYY 30 Sep. 2025 43.611 $1.167 Tidak lagi dilacak
NTTYY 30 Juni 2026 43.611 $1.087 Tidak lagi dilacak
ABBNY 30 Sep. 2025 18.073 $1.078 Tidak lagi dilacak
KMTUY 30 Juni 2026 17.600 $690 Tidak lagi dilacak
ALIZY 30 Juni 2026 15.929 $669 Tidak lagi dilacak
TSEM 31 Maret 2025 12.889 $663 540,8%
HLN 30 Juni 2026 65.763 $658 6,3%
ALIZY 30 Sep. 2025 15.929 $645 Tidak lagi dilacak
RDY 30 Juni 2026 46.059 $637 -16,6%
BRDCY 30 Juni 2026 61.600 $635 Tidak lagi dilacak
BRDCY 30 Sep. 2025 30.800 $627 Tidak lagi dilacak
RIO 30 Juni 2026 6.721 $627 10,3%
BIDU 30 Juni 2026 5.501 $612 -18,4%
SONY 30 Juni 2026 28.667 $593 18,6%
TRI 30 Juni 2026 6.508 $585 29,1%
KMTUY 30 Sep. 2025 17.600 $580 Tidak lagi dilacak
DE 30 Juni 2026 1.025 $577 -1,7%
TGT 30 Juni 2026 4.726 $572 24,4%
TAK 30 Juni 2026 30.702 $568 13,1%
WPM 30 Juni 2026 4.201 $550 38,3%
RIO 30 Juni 2025 8.899 $534 79,5%
AZO 30 Juni 2026 150 $506 -7,5%
VALE 30 Juni 2026 31.852 $506 -3,6%
TME 31 Maret 2026 28.394 $497 -4,1%
TTE 31 Des. 2025 8.224 $490 38,9%
RGA 31 Maret 2025 2.257 $482 23,8%
AMCR 30 Sep. 2025 52.188 $479 17,7%
PSO 30 Juni 2026 35.692 $468 1,6%
FN 31 Maret 2025 2.108 $463 125,5%
IQ 30 Juni 2025 198.041 $447 -39,5%
INFY 30 Juni 2026 32.747 $442 13,0%
SHY 30 Juni 2026 5.155 $425
ERIC 30 Juni 2026 37.617 $423 -8,8%
SCHW 30 Juni 2026 4.510 $423 20,5%
TELFY 30 Juni 2026 97.559 $423 Tidak lagi dilacak
BASFY 30 Juni 2026 27.200 $417 Tidak lagi dilacak
GD 30 Juni 2026 1.203 $412 9,5%
UPS 31 Maret 2025 3.238 $408 -6,1%
PM 30 Juni 2026 2.427 $401 4,9%
SU 30 Juni 2026 5.997 $396 27,1%
CVX 30 Juni 2026 1.832 $379 24,6%
IJS 30 Juni 2026 3.102 $367 Tidak lagi dilacak
FTNT 30 Sep. 2025 3.392 $358 77,7%
NOK 30 Juni 2026 42.586 $342 -23,0%
BASFY 30 Sep. 2025 27.200 $334 Tidak lagi dilacak
FINV 31 Des. 2025 45.415 $334 -14,9%
TSCO 31 Maret 2026 6.686 $334 -23,0%
SYY 30 Juni 2026 4.607 $328 0,6%
EDU 31 Maret 2025 5.023 $322 16,6%
FSLY 30 Juni 2026 10.733 $311 28,3%
ZTS 30 Juni 2026 2.631 $311 6,6%
APTV 30 Juni 2025 5.103 $303 -30,0%
ADM 30 Juni 2026 4.126 $299 8,1%
K 31 Des. 2025 3.639 $298 Tidak lagi dilacak
VRSK 30 Juni 2026 1.556 $295 3,7%
PDD 30 Juni 2026 2.805 $286 16,3%
FHN 30 Juni 2026 12.530 $285 -3,2%
SNA 30 Juni 2026 769 $279 -2,0%
BAM 30 Juni 2026 6.254 $277 16,1%
ADM 30 Juni 2025 5.727 $274 56,5%
EG 30 Juni 2025 755 $274 8,7%
BALL 30 Sep. 2025 4.759 $266 25,4%
CNQ 30 Juni 2026 5.362 $261 29,7%
CF 31 Maret 2025 3.001 $256 63,4%
CMI 30 Juni 2026 474 $255 -16,0%
TXN 30 Juni 2026 1.297 $251 -11,1%
SDZNY 30 Juni 2026 3.208 $250 Tidak lagi dilacak
TMO 30 Juni 2025 497 $247 53,0%
APD 30 Juni 2025 833 $245 7,7%
PKG 30 Juni 2026 1.137 $241 5,3%
VRSK 30 Sep. 2025 761 $237 -26,0%
TMO 30 Juni 2026 479 $235 23,8%
BUD 30 Sep. 2025 3.397 $233 30,7%
FAST 30 Juni 2026 4.971 $230 6,1%
GOLD 30 Juni 2025 11.843 $230 110,5%
RTO 30 Juni 2026 7.316 $230 -17,4%
VALE 30 Juni 2025 22.719 $226 49,4%
OMC 31 Maret 2025 2.616 $225 4,1%
DSGX 31 Maret 2025 1.975 $224 -24,0%
ZTO 30 Juni 2025 11.308 $224 21,5%
TD 30 Juni 2026 2.400 $223 -2,3%
SUZ 30 Juni 2026 22.179 $222 11,6%
TLK 31 Des. 2025 11.776 $221 -29,1%
WDS 30 Juni 2026 9.214 $220 26,0%
VICI 31 Des. 2025 6.627 $216 -5,7%
BEKE 31 Des. 2025 11.270 $214 8,9%
EXPD 30 Juni 2026 1.484 $212 15,8%
QFIN 31 Maret 2026 10.999 $211 -11,2%
SLB 30 Juni 2026 4.117 $211 15,7%
JNJ 30 Juni 2026 861 $210 5,2%
SIRI 31 Des. 2025 9.064 $210 44,2%
CF 30 Juni 2026 1.612 $209 17,9%
CF 31 Des. 2025 2.333 $209 65,1%
EXPD 30 Juni 2025 1.743 $209 65,1%
RY 30 Juni 2026 1.287 $208 0,3%
DHR 31 Maret 2025 903 $207 4,4%
KUBTY 30 Juni 2026 2.600 $207 Tidak lagi dilacak
WIT 30 Juni 2026 96.781 $205 -16,4%
IDXX 30 Juni 2026 364 $204 3,8%
MCO 31 Maret 2026 400 $204 14,5%
CRBG 31 Maret 2026 6.733 $203 34,0%
AXIAPRC 30 Juni 2026 18.442 $201 Tidak lagi dilacak
DEO 31 Maret 2026 2.340 $201 25,3%
GILD 30 Juni 2026 1.444 $201 14,6%
MCO 30 Sep. 2025 400 $200 4,9%