LM
Lester Murray Antman dba SimplyRich 13F Holdings Tracker (Q2 2026)
Lester Murray Antman dba SimplyRichCIK: 0001725888
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$427.1M
Reporting period: 2026-06-30 · Number of holdings: 216
Lester Murray Antman dba SimplyRich disclosed 216 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $427.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 10.86
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 54.44
- Diversification
- 100
- Sizing Uniformity
- 81.22
Lester Murray Antman dba SimplyRich's disclosed holdings carry a Herfindahl concentration index of 0.027 — mathematically equivalent to about 37 equally-sized positions, well below its 216 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.88), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
0.0% $13.0M
Add GOOG
-0.0% $6.3M
Add TSM
0.0% $4.9M
Add GOOGL
0.0% $4.3M
Trim EFAV
-0.1% -$693.0K
Sold out AZN
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 166 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.89% | +0.89% | -0.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.26% | +0.30% | -0.03% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.16% | +0.62% | — | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.12% | -0.05% | +3.98% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 4.30% | +2.93% | — | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.89% | +0.88% | — | |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 3.86% | +0.18% | -1.57% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.82% | -0.53% | -0.07% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.19% | -0.07% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.89% | +0.07% | — | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.50% | +0.45% | +2.26% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.38% | -0.04% | -1.34% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.30% | +0.02% | — | |
| 14 | SCCO | Southern Copper CORP | Stock-Materials | 1.23% | -0.09% | +0.95% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.24% | -0.10% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.09% | +0.29% | +14.79% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.27% | -0.37% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 0.92% | -0.23% | +0.04% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 0.85% | +0.23% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.04% | — | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | -0.12% | +0.62% | |
| 22 | CI | THE Cigna Group | Stock-Healthcare | 0.80% | -0.05% | -0.71% | |
| 23 | REET | Ishares Global Reit ETF | ETF-Other | 0.77% | -0.05% | -7.62% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.05% | — | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.18% | -0.37% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.07% | — | |
| 27 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.65% | -0.04% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.65% | -0.05% | +2.15% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.04% | — | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | +0.11% | +20593.25% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.02% | — | |
| 32 | IX | Orix - Sponsored Adr | Stock-Other | 0.59% | +0.11% | +5.08% | |
| 33 | RBA | Rb Global Inc | Stock-Industrials | 0.59% | +0.06% | — | |
| 34 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.59% | +0.05% | +617.74% | |
| 35 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.58% | +0.10% | +69.10% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | +0.20% | +327900.00% | |
| 37 | ELV | Elevance Health Inc | Stock-Healthcare | 0.56% | +0.10% | +2.43% | |
| 38 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.55% | -0.08% | +0.36% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | +0.21% | +448.79% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.54% | -0.03% | -1.27% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | +0.35% | +2064.69% | |
| 42 | SHEL | Shell Plc-adr | Stock-Energy | 0.53% | -0.17% | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | +0.22% | +993.19% | |
| 44 | PCAR | Paccar Inc | Stock-Industrials | 0.52% | -0.02% | -0.17% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | +0.25% | +734.44% | |
| 46 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.50% | +0.05% | — | |
| 47 | BVN | Cia De Minas Buenaventur-adr | Stock-Other | 0.50% | +0.09% | +83.81% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.14% | — | |
| 49 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.48% | +0.22% | +289.81% | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.48% | +0.04% | — |
1–50 of 166
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+24.5%
- Stdev
- +10.9%
- Beta
- +0.76
- Alpha
- +1.5%
- Max Drawdown
- -6.3%
- Annualized Perf
- +17.4%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.1
- Stutzer
- +0.45
- Treynor
- +0.22
- Sterling
- +1.19
- Calmar
- +2.76
- Information Ratio
- -0.58
- Tracking Error
- +5.6%
- Stdev Down
- +5.4%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +29.6%
- Worst 12 Months
- +4.6%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.54
- Stdev Sectors
- +9.1%
- Skewness
- -0.05
- Kurtosis
- +0.46
- Upside Potential
- +4.68
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 216 | $427.1M | 0 | ||
| 2026 Q1 | 233 | $390.9M | 17 | ||
| 2025 Q4 | 199 | $382.4M | 13 | ||
| 2025 Q3 | 200 | $370.6M | 22 | ||
| 2025 Q2 | 214 | $358.9M | 0 | ||
| 2025 Q1 | 214 | $345.6M | 100 | ||
| 2024 Q4 | 216 | $350.4M | 0 | ||
| 2024 Q3 | 221 | $358.7M | 0 | ||
| 2024 Q2 | 178 | $316.0M | 0 | ||
| 2024 Q1 | 179 | $309.5M | 0 | ||
| 2023 Q4 | 173 | $290.8M | 0 | ||
| 2023 Q3 | 145 | $206.2M | 0 | ||
| 2023 Q2 | 174 | $280.5M | 0 | ||
| 2023 Q1 | 174 | $266.0M | 0 | ||
| 2022 Q4 | 170 | $251.3M | 0 | ||
| 2022 Q3 | 153 | $222.1M | 0 | ||
| 2022 Q2 | 159 | $240.9M | 0 | ||
| 2022 Q1 | 170 | $285.9M | 0 | ||
| 2021 Q4 | 171 | $301.2M | 0 | ||
| 2021 Q3 | 174 | $274.8M | 0 | ||
| 2021 Q2 | 161 | $217.6M | 100 | ||
| 2021 Q1 | 170 | $251.8M | 14 | ||
| 2020 Q4 | 156 | $223.7M | 15 | ||
| 2020 Q3 | 149 | $199.5M | 12 | ||
| 2020 Q2 | 138 | $181.8M | 22 | ||
| 2020 Q1 | 123 | $150.0M | 30 | ||
| 2019 Q4 | 155 | $199.0M | 12 | ||
| 2019 Q3 | 150 | $183.1M | 17 | ||
| 2019 Q2 | 155 | $181.0M | 53 | ||
| 2019 Q1 | 75 | $122.9M | 29 | ||
| 2018 Q4 | 74 | $108.8M | 53 | ||
| 2018 Q3 | 159 | $183.3M | 10 | ||
| 2018 Q2 | 160 | $174.2M | 11 | ||
| 2018 Q1 | 172 | $179.1M | 17 | ||
| 2017 Q4 | 162 | $178.9M | — |
Holding changes this quarter
Lester Murray Antman dba SimplyRich's most significant position changes for 2026-06-30: Sold out: AstraZeneca PLC (AZN); Sold out: Lvmh Moet Hennessy-unsp Adr (LVMUY); Sold out: Abb Ltd-spon Adr (ABBNY); Sold out: Ntt Inc - Adr (NTTYY); Sold out: Komatsu LTD -spons Adr (KMTUY).
Showing top 200 changes by size (of 239 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +2.9% | — | Unchanged |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -0.03% | Trim |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | — | Unchanged |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | — | Unchanged |
| 5 | UNH | Unitedhealth Group Inc | +0.5% | +2.26% | Add |
| 6 | LRCX | Lam Research CORP | +0.4% | +2064.69% | Add |
| 7 | AAPL | Apple Inc | +0.3% | -0.03% | Trim |
| 8 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +14.79% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.3% | -0.37% | Trim |
| 10 | INTC | Intel CORP | +0.3% | — | Unchanged |
| 11 | ADP | Automatic Data Processing | +0.3% | +734.44% | Add |
| 12 | ASML | ASML Holding N.V. | +0.2% | — | Unchanged |
| 13 | IBM | Intl Business Machines CORP | +0.2% | +993.19% | Add |
| 14 | CVS | Cvs Health CORP | +0.2% | +95.50% | Add |
| 15 | HSBC | Hsbc Holdings Plc-spons Adr | +0.2% | +289.81% | Add |
| 16 | VNQ | Vanguard Real Estate ETF | +0.2% | +448.79% | Add |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +327900.00% | Add |
| 18 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.2% | -1.57% | Trim |
| 19 | ITW | Illinois Tool Works | +0.2% | +1079.38% | Add |
| 20 | KOF | Coca-cola Femsa Sab-sp Adr | +0.2% | +217.46% | Add |
| 21 | UNP | Union Pacific CORP | +0.2% | +100.23% | Add |
| 22 | NGG | National Grid Plc-sp Adr | +0.2% | +350.04% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 24 | KO | Coca-cola Co/the | +0.1% | +58.10% | Add |
| 25 | RSG | Republic Services Inc | +0.1% | +645.75% | Add |
| 26 | DELL | Dell Technologies -c | +0.1% | — | Unchanged |
| 27 | DIS | Walt Disney Co/the | +0.1% | +97.38% | Add |
| 28 | SAP | Sap Se-sponsored Adr | +0.1% | +131.77% | Add |
| 29 | SRE | Sempra | +0.1% | +43.94% | Add |
| 30 | SLF | Sun Life Financial Inc | +0.1% | +18.30% | Add |
| 31 | LMT | Lockheed Martin CORP | +0.1% | +20593.25% | Add |
| 32 | IX | Orix - Sponsored Adr | +0.1% | +5.08% | Add |
| 33 | BTI | British American Tob-sp Adr | +0.1% | +53.94% | Add |
| 34 | AER | AerCap Holdings N.V. | +0.1% | NEW | New buy |
| 35 | ELV | Elevance Health Inc | +0.1% | +2.43% | Add |
| 36 | TM | Toyota Motor CORP -spon Adr | +0.1% | +69.10% | Add |
| 37 | KSPI | Jsc Kaspi.kz Adr | +0.1% | NEW | New buy |
| 38 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | NEW | New buy |
| 39 | BVN | Cia De Minas Buenaventur-adr | +0.1% | +83.81% | Add |
| 40 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +3110.54% | Add |
| 41 | FMX | Fomento Economico Mex-sp Adr | +0.1% | +73.81% | Add |
| 42 | ASX | Ase Technology Holding -adr | +0.1% | — | Unchanged |
| 43 | EMR | Emerson Electric Co | +0.1% | +614.98% | Add |
| 44 | MDLZ | Mondelez International Inc-a | +0.1% | +11.67% | Add |
| 45 | PG | Procter & Gamble Co/the | +0.1% | +71.55% | Add |
| 46 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 47 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 48 | MRSH | Marsh & Mclennan Cos | +0.1% | +2.19% | Add |
| 49 | OTIS | Otis Worldwide CORP | +0.1% | NEW | New buy |
| 50 | RBA | Rb Global Inc | +0.1% | — | Unchanged |
1–50 of 200
Filing History
FAQ
What is Lester Murray Antman dba SimplyRich and what type of investor is it?
Lester Murray Antman dba SimplyRich is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $427.1M, spread across 216 disclosed positions.
What are Lester Murray Antman dba SimplyRich's largest equity positions?
Based on the latest 13F filing, Lester Murray Antman dba SimplyRich's top holdings by market value are:
1. Alphabet Inc-cl C (GOOG) — $33.7M (7.9%)
2. Apple Inc (AAPL) — $31.0M (7.3%)
3. Alphabet Inc-cl A (GOOGL) — $22.1M (5.2%)
4. Ishares Msci USA Min Vol Fac (USMV) — $21.9M (5.1%)
5. Micron Technology Inc (MU) — $18.4M (4.3%)
What changes did Lester Murray Antman dba SimplyRich make in its most recent portfolio filing?
In the latest reported quarter, Lester Murray Antman dba SimplyRich made 151 notable position adjustments: 6 new positions were initiated, 49 existing holdings were added to, 23 positions were partially reduced, and 73 were completely exited. The largest of these moves: Sold out: AstraZeneca PLC (AZN); Sold out: Lvmh Moet Hennessy-unsp Adr (LVMUY); Sold out: Abb Ltd-spon Adr (ABBNY); Sold out: Ntt Inc - Adr (NTTYY); Sold out: Komatsu LTD -spons Adr (KMTUY)
What sectors does Lester Murray Antman dba SimplyRich focus on?
Lester Murray Antman dba SimplyRich is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 32.7%
• Communication Services: 19.2%
• Health Care: 10.1%
• Financials: 9.3%
• Industrials: 9.1%
• Consumer Discretionary: 8.2%
Investment Profile
Lester Murray Antman dba SimplyRich returned an annualized 17.4% over the trailing 36 months — outperforming the S&P 500 by 1.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.76 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 32.7% of the portfolio concentrated in Information Technology.
It has added to its MU position over the past two quarters (+$13.8M, now $18.4M), while trimming ACN over the same stretch (-$1.2M, still holding $1.0M).
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Developer Access
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