Lester Murray Antman dba SimplyRich — 13F Holdings & Portfolio
CIK 1725888 · latest 13F-HR filed 2026-05-01
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$390.9K
Long-equity book
Holdings
233
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+41 / −7 / ↑79 / ↓65
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS$1.2K +11.2%
- SOUTHERN COPPER CORP$879 +20.6%
- MICRON TECHNOLOGY INC$833 +18.4%
- IMPERIAL OIL LTD F$764 +51.6%
- WALMART INC$581 +11.4%
Top Trims
- MICROSOFT CORP-$2.9K -23.5%
- ALPHABET INC CLASS CLASS C-$2.7K -9.0%
- APPLE INC-$2.0K -6.8%
- ALPHABET INC CLASS CLASS A-$1.6K -8.1%
- NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS-$1.3K -29.0%
New Positions
- ASTRAZENECA PLC F$1.8K
- LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS$1.6K
- UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1.6K
- ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1.5K
- NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS$1.1K
Exited Positions
- ASTRAZENECA PLC$1.7K
- TENCENT MUSIC ENTMT GROUP$497
- TRACTOR SUPPLY CO$334
- QIFU TECHNOLOGY INC$211
- MOODYS CORP$204
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC CLASS CLASS C | GOOG | 02079K107 | $27.3K | 7.00% | 95,336 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $27.2K | 6.96% | 107,245 | SH |
| 3 | ISHARES MSCI USA MIN VOLFACTOR ETF | USMV | 46429B697 | $20.2K | 5.17% | 217,943 | SH |
| 4 | ALPHABET INC CLASS CLASS A | GOOGL | 02079K305 | $17.7K | 4.54% | 61,722 | SH |
| 5 | ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | 46429B689 | $17.0K | 4.35% | 186,312 | SH |
| 6 | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | EEMV | 464286533 | $14.4K | 3.68% | 222,435 | SH |
| 7 | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | 874039100 | $11.8K | 3.01% | 34,816 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $9.6K | 2.44% | 25,817 | SH |
| 9 | VISA INC CLASS CLASS A | V | 92826C839 | $7.1K | 1.82% | 23,551 | SH |
| 10 | WALMART INC | WMT | 931142103 | $5.7K | 1.45% | 45,727 | SH |
| 11 | HOME DEPOT INC | HD | 437076102 | $5.6K | 1.42% | 16,938 | SH |
| 12 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.4K | 1.37% | 15,900 | SH |
| 13 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $5.1K | 1.32% | 29,881 | SH |
| 14 | INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | 46137V357 | $5.0K | 1.28% | 26,084 | SH |
| 15 | MCKESSON CORP | MCK | 58155Q103 | $4.5K | 1.15% | 5,192 | SH |
| 16 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $4.1K | 1.05% | 15,101 | SH |
| 17 | TJX COS INC NEW | TJX | 872540109 | $3.7K | 0.95% | 23,358 | SH |
| 18 | BERKSHIRE HATHAWAY CLASS B | BRK.B | 084670702 | $3.5K | 0.89% | 7,259 | SH |
| 19 | MCDONALDS CORP | MCD | 580135101 | $3.4K | 0.86% | 10,804 | SH |
| 20 | THE CIGNA GROUP | CI | 125523100 | $3.3K | 0.85% | 12,467 | SH |
| 21 | ISHARES GLOBAL REIT ETF | REET | 46434V647 | $3.2K | 0.82% | 128,087 | SH |
| 22 | AMGEN INC | AMGN | 031162100 | $3.2K | 0.81% | 8,999 | SH |
| 23 | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | NVO | 670100205 | $3.1K | 0.80% | 84,741 | SH |
| 24 | RTX CORP | RTX | 75513E101 | $2.7K | 0.70% | 14,216 | SH |
| 25 | SHELL PLC FTENDER OFFER EXP: | SHEL | 780259305 | $2.7K | 0.70% | 29,281 | SH |
| 26 | CISCO SYS INC | CSCO | 17275R102 | $2.7K | 0.69% | 34,978 | SH |
| 27 | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | NVS | 66987V109 | $2.7K | 0.69% | 17,763 | SH |
| 28 | MASTERCARD INC CLASS CLASS A | MA | 57636Q104 | $2.6K | 0.66% | 5,162 | SH |
| 29 | RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | RELX | 759530108 | $2.5K | 0.63% | 74,173 | SH |
| 30 | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | N07059210 | $2.4K | 0.62% | 1,830 | SH |
| 31 | CME GROUP INC CLASS CLASS A | CME | 12572Q105 | $2.4K | 0.62% | 8,161 | SH |
| 32 | TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS | TGS | 893870204 | $2.3K | 0.60% | 67,415 | SH |
| 33 | BROADCOM INC | AVGO | 11135F101 | $2.3K | 0.59% | 7,471 | SH |
| 34 | VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | VIPS | 92763W103 | $2.3K | 0.58% | 143,879 | SH |
| 35 | IMPERIAL OIL LTD F | IMO | 453038408 | $2.2K | 0.57% | 17,166 | SH |
| 36 | CHUBB LTD F | CB | H1467J104 | $2.2K | 0.57% | 6,862 | SH |
| 37 | AMAZON.COM INC | AMZN | 023135106 | $2.2K | 0.57% | 10,646 | SH |
| 38 | FEDEX CORP | FDX | 31428X106 | $2.2K | 0.56% | 6,100 | SH |
| 39 | PACCAR INC | PCAR | 693718108 | $2.1K | 0.54% | 18,359 | SH |
| 40 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $2.1K | 0.54% | 4,845 | SH |
| 41 | CGI INC FCLASS CLASS A | GIB | 12532H104 | $2.1K | 0.54% | 28,633 | SH |
| 42 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $2.1K | 0.54% | 3,067 | SH |
| 43 | RB GLOBAL INC F | RBA | 74935Q107 | $2.1K | 0.53% | 21,603 | SH |
| 44 | COSTCO WHSL CORP NEW | COST | 22160K105 | $2.0K | 0.52% | 2,047 | SH |
| 45 | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | 464286525 | $2.0K | 0.50% | 16,421 | SH |
| 46 | ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | IX | 686330101 | $1.9K | 0.49% | 63,234 | SH |
| 47 | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | TM | 892331307 | $1.9K | 0.48% | 9,168 | SH |
| 48 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.9K | 0.48% | 3,126 | SH |
| 49 | INTERCONTINENTAL EXCHANG | ICE | 45866F104 | $1.9K | 0.48% | 11,895 | SH |
| 50 | AFLAC INC | AFL | 001055102 | $1.8K | 0.46% | 16,468 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $390.9K | 233 | 0001725888-26-000002 |
| 2025-12-31 | 2026-01-23 | $382.4K | 199 | 0001725888-26-000001 |