Lester Murray Antman dba SimplyRich — 13F Holdings & Portfolio
CIK 1725888 · latest 13F-HR filed 2026-08-03
Lester Murray Antman dba SimplyRich manages $427.1K in 13F-reported U.S. long-equity assets across 216 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (7.89%), AAPL (7.26%), GOOGL (5.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 73, added to 90, and trimmed 40.
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.
CARLSBAD, CA 92008
$427.1K
Long-equity book
216
Distinct positions
2026-06-30
Filed 2026-08-03
+6 / −73 / ↑90 / ↓40
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$13.0K +241.7%
- ALPHABET INC$6.3K +23.1%
- TAIWAN SEMICONDUCTOR MFG LTD$4.9K +41.3%
- ALPHABET INC$4.3K +24.3%
- APPLE INC$3.8K +14.0%
Top Trims
- CME GROUP INC-$611 -25.4%
- ACCENTURE PLC IRELAND-$597 -37.2%
- MCKESSON CORP-$568 -12.6%
- WALMART INC-$508 -8.9%
- SHELL PLC-$453 -16.6%
New Positions
- AERCAP HOLDINGS NV$486
- KASPI KZ JSC$430
- ANHEUSER BUSCH INBEV SA/NV$424
- OTIS WORLDWIDE CORP$316
- CONOCOPHILLIPS$250
Exited Positions
- ASTRAZENECA PLC F$1.8K
- LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 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
- KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS$690
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 | GOOG | 02079K107 | $33.7K | 7.89% | 95,308 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $31.0K | 7.26% | 107,218 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $22.1K | 5.16% | 61,722 | SH |
| 4 | ISHARES TR | USMV | 46429B697 | $21.9K | 5.12% | 226,613 | SH |
| 5 | MICRON TECHNOLOGY INC | MU | 595112103 | $18.4K | 4.30% | 15,900 | SH |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $16.6K | 3.89% | 34,816 | SH |
| 7 | ISHARES INC | EEMV | 464286533 | $16.5K | 3.86% | 218,941 | SH |
| 8 | ISHARES TR | EFAV | 46429B689 | $16.3K | 3.82% | 186,185 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $9.6K | 2.25% | 25,800 | SH |
| 10 | VISA INC | V | 92826C839 | $8.1K | 1.89% | 23,551 | SH |
| 11 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $6.4K | 1.50% | 15,443 | SH |
| 12 | HOME DEPOT INC | HD | 437076102 | $5.9K | 1.38% | 16,711 | SH |
| 13 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $5.5K | 1.30% | 26,084 | SH |
| 14 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $5.3K | 1.23% | 30,164 | SH |
| 15 | WALMART INC | WMT | 931142103 | $5.2K | 1.21% | 45,683 | SH |
| 16 | NOVO-NORDISK A S | NVO | 670100205 | $4.7K | 1.09% | 97,277 | SH |
| 17 | CISCO SYS INC | CSCO | 17275R102 | $4.1K | 0.96% | 34,849 | SH |
| 18 | MCKESSON CORP | MCK | 58155Q103 | $3.9K | 0.92% | 5,194 | SH |
| 19 | ASML HOLDING N V | ASML | N07059210 | $3.6K | 0.85% | 1,830 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.6K | 0.85% | 7,259 | SH |
| 21 | TJX COS INC NEW | TJX | 872540109 | $3.6K | 0.83% | 23,503 | SH |
| 22 | THE CIGNA GROUP | CI | 125523100 | $3.4K | 0.80% | 12,379 | SH |
| 23 | ISHARES TR | REET | 46434V647 | $3.3K | 0.77% | 118,328 | SH |
| 24 | AMGEN INC | AMGN | 031162100 | $3.3K | 0.76% | 8,999 | SH |
| 25 | MCDONALDS CORP | MCD | 580135101 | $2.9K | 0.68% | 10,764 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $2.8K | 0.66% | 7,471 | SH |
| 27 | NOVARTIS AG | NVS | 66987V109 | $2.8K | 0.65% | 17,763 | SH |
| 28 | RTX CORPORATION | RTX | 75513E101 | $2.8K | 0.65% | 14,522 | SH |
| 29 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.7K | 0.62% | 5,162 | SH |
| 30 | AMAZON COM INC | AMZN | 023135106 | $2.5K | 0.59% | 10,646 | SH |
| 31 | ORIX CORP | IX | 686330101 | $2.5K | 0.59% | 66,449 | SH |
| 32 | RB GLOBAL INC | RBA | 74935Q107 | $2.5K | 0.59% | 21,603 | SH |
| 33 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $2.4K | 0.56% | 6,229 | SH |
| 34 | RELX PLC | RELX | 759530108 | $2.4K | 0.55% | 74,441 | SH |
| 35 | CHUBB LIMITED | CB | H1467J104 | $2.3K | 0.54% | 6,775 | SH |
| 36 | SHELL PLC | SHEL | 780259305 | $2.3K | 0.53% | 29,281 | SH |
| 37 | PACCAR INC | PCAR | 693718108 | $2.2K | 0.52% | 18,327 | SH |
| 38 | EBAY INC. | EBAY | 278642103 | $2.1K | 0.50% | 19,220 | SH |
| 39 | CATERPILLAR INC | CAT | 149123101 | $2.1K | 0.50% | 1,996 | SH |
| 40 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $2.0K | 0.48% | 8,255 | SH |
| 41 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $2.0K | 0.47% | 4,845 | SH |
| 42 | TRANSPORTADORA DE GAS SUR | TGS | 893870204 | $2.0K | 0.47% | 67,415 | SH |
| 43 | ISHARES INC | ACWV | 464286525 | $2.0K | 0.46% | 16,459 | SH |
| 44 | FERRARI N V | RACE | N3167Y103 | $2.0K | 0.46% | 5,293 | SH |
| 45 | CGI INC | GIB | 12532H104 | $2.0K | 0.46% | 30,354 | SH |
| 46 | CANADIAN NATL RY CO | CNI | 136375102 | $2.0K | 0.46% | 16,394 | SH |
| 47 | AFLAC INC | AFL | 001055102 | $1.9K | 0.45% | 16,468 | SH |
| 48 | IMPERIAL OIL LTD | IMO | 453038408 | $1.9K | 0.45% | 17,166 | SH |
| 49 | COSTCO WHSL CORP NEW | COST | 22160K105 | $1.9K | 0.45% | 2,042 | SH |
| 50 | FEDEX CORP | FDX | 31428X106 | $1.9K | 0.45% | 6,100 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-03 | $427.1K | 216 | 0001725888-26-000003 |
| 2026-03-31 | 2026-05-01 | $390.9K | 233 | 0001725888-26-000002 |
| 2025-12-31 | 2026-01-23 | $382.4K | 199 | 0001725888-26-000001 |