CIK: 0001725888
Total reported value
$390.9M
Reporting period: 2026-03-31 · Number of holdings: 233
Lester Murray Antman dba SimplyRich disclosed 233 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $390.9M and a quarterly turnover rate of 17.3%.
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Lester Murray Antman dba SimplyRich's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 233 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 2.08), 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.
Trim GOOG
-0.5% -$2.7M
Trim MSFT
-0.1% -$2.9M
Trim AAPL
-0.1% -$2.0M
Trim GOOGL
0.0% -$1.6M
Trim NVO
-1.7% -$1.3M
Trim V
-0.0% -$1.1M
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.00% | -0.86% | -0.50% | |
| 2 | AAPL | Apple INC | Stock-Tech | 6.96% | -0.67% | -0.13% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.17% | -0.26% | -1.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.54% | -0.51% | — | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 4.35% | +0.05% | -2.38% | |
| 6 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 3.68% | — | -1.75% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.01% | +0.24% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.83% | -0.09% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | -0.34% | -0.00% | |
| 10 | WMT | Walmart INC | Stock-Consumer Staples | 1.45% | +0.12% | -0.14% | |
| 11 | HD | Home Depot INC | Stock-Consumer Disc | 1.42% | — | -0.78% | |
| 12 | MU | Micron Technology INC | Stock-Tech | 1.37% | +0.18% | — | |
| 13 | SCCO | Southern Copper CORP | Stock-Materials | 1.32% | +0.21% | +0.58% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.28% | — | — | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 1.15% | — | -0.02% | |
| 16 | UNH | Unitedhealth Group INC | Stock-Healthcare | 1.05% | -0.26% | -0.66% | |
| 17 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.95% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | — | -0.25% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | — | -0.18% | |
| 20 | CI | THE Cigna Group | Stock-Healthcare | 0.85% | — | -0.30% | |
| 21 | REET | Ishares Global Reit ETF | ETF-Other | 0.82% | — | -8.64% | |
| 22 | AMGN | Amgen INC | Stock-Healthcare | 0.81% | — | — | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.80% | -0.35% | -1.75% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.70% | — | — | |
| 25 | SHEL | Shell Plc-adr | Stock-Energy | 0.70% | +0.14% | -0.27% | |
| 26 | CSCO | Cisco Systems INC | Stock-Tech | 0.69% | — | -0.51% | |
| 27 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.69% | — | -0.04% | |
| 28 | MA | Mastercard INC - A | Stock-Financials | 0.66% | -0.11% | — | |
| 29 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.63% | -0.17% | -2.36% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.62% | +0.11% | — | |
| 31 | CME | Cme Group INC | Stock-Financials | 0.62% | — | +0.15% | |
| 32 | TGS | Transportador Gas-adr Sp B | Stock-Other | 0.60% | — | +3.09% | |
| 33 | AVGO | Broadcom INC | Stock-Tech | 0.59% | — | — | |
| 34 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 0.58% | — | -2.60% | |
| 35 | IMO | Imperial Oil LTD | Stock-Energy | 0.57% | +0.18% | — | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.57% | — | -0.46% | |
| 37 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.57% | — | — | |
| 38 | FDX | Fedex CORP | Stock-Industrials | 0.56% | +0.10% | — | |
| 39 | PCAR | Paccar INC | Stock-Industrials | 0.54% | — | +2.20% | |
| 40 | MSI | Motorola Solutions INC | Stock-Tech | 0.54% | — | — | |
| 41 | GIB | Cgi INC | Stock-Tech | 0.54% | -0.17% | -2.81% | |
| 42 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.54% | — | — | |
| 43 | RBA | Rb Global INC | Stock-Industrials | 0.53% | — | -0.03% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | — | -1.49% | |
| 45 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.50% | — | +1.96% | |
| 46 | IX | Orix - Sponsored Adr | Stock-Other | 0.49% | — | -0.14% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | — | -0.95% | |
| 48 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.48% | — | -0.43% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.48% | — | — | |
| 50 | AFL | Aflac INC | Stock-Financials | 0.46% | — | -0.90% |
Performance for Q3 2026
+3.5%
Performance Last 4 Quarters
+33.6%
Based on 66% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 233 | $390.9M | 17 | |
| 2025-12-31 | 199 | $382.4M | 13 | |
| 2025-09-30 | 200 | $370.6M | 22 | |
| 2025-06-30 | 214 | $358.9M | 0 | |
| 2025-03-31 | 214 | $345.6M | 100 | |
| 2024-12-31 | 216 | $350.4M | 0 | |
| 2024-09-30 | 221 | $358.7M | 0 | |
| 2024-06-30 | 178 | $316.0M | 0 | |
| 2024-03-31 | 179 | $309.5M | 0 | |
| 2023-12-31 | 173 | $290.8M | 0 | |
| 2023-09-30 | 145 | $206.2M | 0 | |
| 2023-06-30 | 174 | $280.5M | 0 | |
| 2023-03-31 | 174 | $266.0M | 0 | |
| 2022-12-31 | 170 | $251.3M | 0 | |
| 2022-09-30 | 153 | $222.1M | 0 | |
| 2022-06-30 | 159 | $240.9M | 0 | |
| 2022-03-31 | 170 | $285.9M | 0 | |
| 2021-12-31 | 171 | $301.2M | 0 | |
| 2021-09-30 | 174 | $274.8M | 0 | |
| 2021-06-30 | 161 | $217.6M | 100 | |
| 2021-03-31 | 170 | $251.8M | 14 | |
| 2020-12-31 | 156 | $223.7M | 15 | |
| 2020-09-30 | 149 | $199.5M | 12 | |
| 2020-06-30 | 138 | $181.8M | 22 | |
| 2020-03-31 | 123 | $150.0M | 30 | |
| 2019-12-31 | 155 | $199.0M | 12 | |
| 2019-09-30 | 150 | $183.1M | 17 | |
| 2019-06-30 | 155 | $181.0M | 53 | |
| 2019-03-31 | 75 | $122.9M | 29 | |
| 2018-12-31 | 74 | $108.8M | 53 | |
| 2018-09-30 | 159 | $183.3M | 10 | |
| 2018-06-30 | 160 | $174.2M | 11 | |
| 2018-03-31 | 172 | $179.1M | 17 | |
| 2017-12-31 | 162 | $178.9M | — |
Lester Murray Antman dba SimplyRich's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Lvmh Moet Hennessy-unsp Adr (LVMUY); New buy: Unilever Plc-sponsored Adr (UL); New buy: Abb Ltd-spon Adr (ABBNY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 2 | SCCO | Southern Copper CORP | +0.2% | +0.58% | Add |
| 3 | MU | Micron Technology INC | +0.2% | — | Unchanged |
| 4 | IMO | Imperial Oil LTD | +0.2% | — | Unchanged |
| 5 | AMX | America Movil Sab De Cv | +0.2% | +173.73% | Add |
| 6 | SHEL | Shell Plc-adr | +0.1% | -0.27% | Trim |
| 7 | WMT | Walmart INC | +0.1% | -0.14% | Trim |
| 8 | LYB | LyondellBasell Industries N.V. | +0.1% | +0.68% | Add |
| 9 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 10 | FDX | Fedex CORP | +0.1% | — | Unchanged |
| 11 | ESLT | Elbit Systems Ltd. | +0.1% | — | Unchanged |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | -2.38% | Trim |
| 13 | INFY | Infosys Ltd-sp Adr | -0.1% | -29.51% | Trim |
| 14 | MA | Mastercard INC - A | -0.1% | — | Unchanged |
| 15 | AEG | Aegon Ltd-ny Reg Shr | -0.1% | -49.26% | Trim |
| 16 | RKT | Rocket Cos Inc-class A | -0.1% | — | Unchanged |
| 17 | TTWO | Take-two Interactive Softwre | -0.1% | — | Unchanged |
| 18 | ADP | Automatic Data Processing | -0.1% | -15.42% | Trim |
| 19 | SAP | Sap Se-sponsored Adr | -0.2% | — | Unchanged |
| 20 | ACN | Accenture plc | -0.2% | — | Unchanged |
| 21 | WIT | Wipro Ltd-adr | -0.2% | -67.88% | Trim |
| 22 | GIB | Cgi INC | -0.2% | -2.81% | Trim |
| 23 | RELX | Relx PLC - Spon Adr | -0.2% | -2.36% | Trim |
| 24 | UNH | Unitedhealth Group INC | -0.3% | -0.66% | Trim |
| 25 | USMV | Ishares Msci USA Min Vol Fac | -0.3% | -1.26% | Trim |
| 26 | V | Visa Inc-class A Shares | -0.3% | -0.00% | Trim |
| 27 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -1.75% | Trim |
| 28 | GOOGL | Alphabet Inc-cl A | -0.5% | — | Unchanged |
| 29 | AAPL | Apple INC | -0.7% | -0.13% | Trim |
| 30 | MSFT | Microsoft CORP | -0.8% | -0.09% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | -0.9% | -0.50% | Trim |
| 32 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 33 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 34 | LVMUY | Lvmh Moet Hennessy-unsp Adr | — | NEW | New buy |
| 35 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 36 | ABBNY | Abb Ltd-spon Adr | — | NEW | New buy |
| 37 | NTTYY | Ntt INC - Adr | — | NEW | New buy |
| 38 | TTE | Totalenergies Se | — | NEW | New buy |
| 39 | KMTUY | Komatsu LTD -spons Adr | — | NEW | New buy |
| 40 | SWVXX | Schwa Prime Adv Money Fd-inv | — | NEW | New buy |
| 41 | ALIZY | Allianz Se - Unsp Adr | — | NEW | New buy |
| 42 | BRDCY | Bridgestone Corp-unspons Adr | — | NEW | New buy |
| 43 | VTSAX | Vanguard Ttl Stk Mkt-adm | — | NEW | New buy |
| 44 | FIPDX | Fidelity Infl Pr Bnd-ins Prm | — | NEW | New buy |
| 45 | DODGX | Dodge & Cox Stock-i | — | NEW | New buy |
| 46 | TME | Tencent Music Entertainm-adr | — | EXIT | Sold out |
| 47 | VTWAX | Vanguard Ttl Wrl Stk Ind-adm | — | NEW | New buy |
| 48 | ERIC | Ericsson (lm) Tel-sp Adr | — | NEW | New buy |
| 49 | BASFY | Basf Se-spon Adr | — | NEW | New buy |
| 50 | ✓ | International Equity Index Pool | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-23 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-24 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-29 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-18 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-26 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-26 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-20 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-04 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-05 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-30 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-01 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-22 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-04 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-07 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-04 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-09 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-05 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-01 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-03 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-06 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-06 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-27 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-01 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-05 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-07 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-24 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-02 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-01 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | Amendment | View on EDGAR |
| 2017-12-31 | 2018-02-05 | Amendment | View on EDGAR |
| 2017-12-31 | 2018-01-31 | 13F-HR | View on EDGAR |
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