Lester Murray Antman dba SimplyRich
Filing Date
Global Rank
#3,511
/ 8,622
▲ 118
· as of Mar 2026
Top Industry
Consumer Electronics
9.8%
3Y Alpha vs SPY
-5.1%
Period ended 4 months ago
Filed May 1, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+51.4%
SPY
+67.9%
Annualised alpha
-4.0%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
196 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.6%
−0.8 pts
Top 5
25.8%
−2.6 pts
Top 10
35.1%
−2.3 pts
HHI
221
Diversified−33
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $79,641,762 |
| Financial Services | 12.6% | $35,779,468 |
| Healthcare | 11.1% | $31,462,965 |
| Industrials | 10.8% | $30,819,123 |
| Communication Services | 10.0% | $28,523,527 |
| Consumer Cyclical | 9.7% | $27,704,941 |
| Consumer Defensive | 6.1% | $17,459,469 |
| Energy | 4.8% | $13,767,860 |
| Basic Materials | 4.8% | $13,553,217 |
| Utilities | 1.3% | $3,718,264 |
| Unclassified | 0.5% | $1,470,120 |
| Real Estate | 0.1% | $270,609 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMX | America Movil Sab De Cv/ | +20,267 | 31,933 | $813,652 | |
| NMR | Nomura Holdings Inc | +13,067 | 88,146 | $695,471 | |
| T | At&T Inc. | +3,295 | 25,662 | $743,941 | |
| RDY | Dr Reddys Laboratories Ltd | +3,274 | 46,059 | $637,917 | |
| CMCSA | Comcast Corp | +3,066 | 52,355 | $1,503,112 | |
| TGS | Gas Transporter Of The South Inc | +2,019 | 67,415 | $2,333,233 | |
| SKM | Sk Telecom Co Ltd | +632 | 12,780 | $374,326 | |
| NOK | Nokia Corp | +561 | 42,586 | $342,391 | |
| SUZ | Suzano S.A. | +454 | 22,179 | $222,011 | |
| PCAR | Paccar Inc | +396 | 18,359 | $2,120,464 | |
| VZ | Verizon Communications Inc | +367 | 8,623 | $432,874 | |
| LIN | Linde PLC | +321 | 1,493 | $740,169 | |
| PBR | Petrobras - Petroleo Brasileiro SA | +279 | 34,373 | $713,239 | |
| CNI | Canadian National Railway Co | +200 | 16,394 | $1,684,811 | |
| SCCO | Southern Copper Corp/ | +171 | 29,881 | $5,141,323 | |
| KO | Coca Cola Co | +141 | 12,624 | $960,055 | |
| RTO | Rentokil Initial PLC /Fi | +128 | 7,316 | $230,307 | |
| LYB | LyondellBasell Industries N.V. | +81 | 11,976 | $964,786 | |
| SU | Suncor Energy Inc | +77 | 5,997 | $396,461 | |
| SNA | Snap-on Inc | +65 | 769 | $279,316 | |
| ADM | Archer-Daniels-Midland Co | +60 | 4,126 | $299,918 | |
| HSBC | Hsbc Holdings PLC | +59 | 12,504 | $1,031,454 | |
| ELV | Elevance Health, Inc. | +52 | 6,081 | $1,780,212 | |
| NGG | National Grid PLC | +47 | 13,810 | $1,168,326 | |
| DGX | Quest Diagnostics Inc | +45 | 2,111 | $413,713 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WIT | Wipro Ltd | −204,569 | 96,781 | $205,175 | |
| AEG | Aegon Ltd. | −54,725 | 56,361 | $409,180 | |
| INFY | Infosys Ltd | −13,706 | 32,747 | $442,411 | |
| VIPS | Vipshop Holdings Ltd | −3,840 | 143,879 | $2,261,777 | |
| PSO | Pearson PLC | −2,548 | 35,692 | $468,635 | |
| TCOM | Trip.com Group Ltd | −2,462 | 6,002 | $298,839 | |
| RELX | Relx PLC | −1,794 | 74,173 | $2,458,834 | |
| NVO | Novo Nordisk A S | −1,506 | 84,741 | $3,114,231 | |
| PYPL | PayPal Holdings, Inc. | −1,100 | 17,270 | $781,122 | |
| SONY | Sony Group Corp | −1,060 | 28,667 | $593,406 | |
| CMBT | Cmb.Tech NV | −1,040 | 33,166 | $419,549 | |
| ADP | Automatic Data Processing Inc | −926 | 5,079 | $1,031,951 | |
| GIB | Cgi Inc | −829 | 28,633 | $2,093,072 | |
| BVN | Buenaventura Mining Co Inc | −716 | 45,012 | $1,622,232 | |
| MDLZ | Mondelez International, Inc. | −675 | 13,380 | $771,223 | |
| FHN | First Horizon Corp | −668 | 12,530 | $285,182 | |
| HLN | Haleon plc | −588 | 65,763 | $658,287 | |
| TRI | Thomson Reuters Corp /Can/ | −510 | 6,508 | $585,589 | |
| SBS | Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp | −485 | 21,193 | $646,598 | |
| TAK | Takeda Pharmaceutical Co Ltd | −437 | 30,702 | $568,601 | |
| B | Barrick Mining Corp | −357 | 11,449 | $467,004 | |
| AU | AngloGold Ashanti PLC | −307 | 13,222 | $1,287,293 | |
| LOGI | Logitech International S.A. | −306 | 6,728 | $613,055 | |
| ATAT | Atour Lifestyle Holdings Ltd | −280 | 20,653 | $760,236 | |
| CSCO | Cisco Systems, Inc. | −181 | 34,978 | $2,713,943 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 9,047 | $1,784,249 | |
| UL | Unilever PLC | 28,072 | $1,599,261 | |
| ABLZF | Abb Ltd | 18,073 | $1,440,418 | |
| NTTYY | Nippon Telegraph & Telephone Corp | 43,611 | $1,087,658 | |
| TTE | TotalEnergies SE | 8,035 | $731,024 | |
| ERIC | Ericsson Lm Telephone Co | 37,617 | $423,943 | |
| TS | Tenaris SA | 5,600 | $325,808 | |
| BKR | Baker Hughes Co | 5,185 | $316,544 | |
| MFC | Manulife Financial Corp | 9,158 | $315,401 | |
| FSLY | Fastly, Inc. | 10,733 | $311,900 | |
| ZTS | Zoetis Inc. | 2,631 | $311,010 | |
| VRSK | Verisk Analytics, Inc. | 1,556 | $295,251 | |
| ZTO | ZTO Express (Cayman) Inc. | 11,140 | $280,393 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | 5,362 | $261,290 | |
| MPC | Marathon Petroleum Corp | 984 | $240,273 | |
| FAST | Fastenal Co | 4,971 | $230,654 | |
| WDS | Woodside Energy Group Ltd | 9,214 | $220,030 | |
| ABEV | Ambev S.A. | 75,000 | $219,000 | |
| SLB | Slb Limited/Nv | 4,117 | $211,572 | |
| JNJ | Johnson & Johnson | 861 | $210,462 | |
| CF | CF Industries Holdings, Inc. | 1,612 | $209,302 | |
| GILD | Gilead Sciences, Inc. | 1,444 | $201,250 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TME | Tencent Music Entertainment Group | 28,394 | $497,746 | |
| TSCO | Tractor Supply Co /De/ | 6,686 | $334,366 | |
| QFIN | Qfin Holdings, Inc. | 10,999 | $211,950 | |
| MCO | Moodys Corp /De/ | 400 | $204,340 | |
| CRBG | Corebridge Financial, Inc. | 6,733 | $203,134 | |
| DEO | Diageo PLC | 2,340 | $201,871 | |
| No positions match the current search. | ||||
196 tracked positions ·
$284,171,325 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 196 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 107,245 | $27,217,708 | 9.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 61,722 | $17,748,778 | 6.25% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 34,816 | $11,766,067 | 4.14% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,817 | $9,556,678 | 3.36% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 23,551 | $7,118,054 | 2.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 45,727 | $5,682,951 | 2.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 16,938 | $5,570,738 | 1.96% | |
| MU |
Micron Technology Inc
Technology
|
Held | 15,900 | $5,371,656 | 1.89% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 29,881 | $5,141,323 | 1.81% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 5,192 | $4,492,949 | 1.58% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 15,101 | $4,086,179 | 1.44% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 23,358 | $3,730,272 | 1.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,259 | $3,478,512 | 1.22% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 10,804 | $3,357,775 | 1.18% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 12,467 | $3,325,572 | 1.17% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 8,999 | $3,166,298 | 1.11% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 84,741 | $3,114,231 | 1.10% | |
| RTX |
RTX Corp
Industrials
|
Held | 14,216 | $2,742,266 | 0.97% | |
| SHEL |
Shell plc
Energy
|
Reduced | 29,281 | $2,723,133 | 0.96% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 34,978 | $2,713,943 | 0.96% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 17,763 | $2,713,298 | 0.95% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 5,162 | $2,579,244 | 0.91% | |
| RELX |
Relx PLC
Industrials
|
Reduced | 74,173 | $2,458,834 | 0.87% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,830 | $2,417,118 | 0.85% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 8,161 | $2,410,351 | 0.85% | |
| TGS |
Gas Transporter Of The South Inc
Energy
|
Added | 67,415 | $2,333,233 | 0.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 7,471 | $2,312,349 | 0.81% | |
| VIPS |
Vipshop Holdings Ltd
Consumer Cyclical
|
Reduced | 143,879 | $2,261,777 | 0.80% | |
| IMO |
Imperial Oil Ltd
Energy
|
Held | 17,166 | $2,245,656 | 0.79% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 6,862 | $2,236,531 | 0.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 10,646 | $2,217,242 | 0.78% | |
| FDX |
Fedex Corp
Industrials
|
Held | 6,100 | $2,172,698 | 0.76% | |
| PCAR |
Paccar Inc
Industrials
|
Added | 18,359 | $2,120,464 | 0.75% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 4,845 | $2,102,584 | 0.74% | |
| GIB |
Cgi Inc
Technology
|
Reduced | 28,633 | $2,093,072 | 0.74% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 3,067 | $2,092,430 | 0.74% | |
| RBA |
Rb Global Inc.
Industrials
|
Reduced | 21,603 | $2,070,647 | 0.73% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,047 | $2,039,692 | 0.72% | |
| IX |
Orix Corp
Financial Services
|
Reduced | 63,234 | $1,896,387 | 0.67% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
Reduced | 9,168 | $1,889,433 | 0.66% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 3,126 | $1,889,323 | 0.66% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Held | 11,895 | $1,870,845 | 0.66% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 16,468 | $1,806,704 | 0.64% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 9,047 | $1,784,249 | 0.63% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 6,081 | $1,780,212 | 0.63% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Reduced | 5,235 | $1,771,785 | 0.62% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Held | 19,220 | $1,749,404 | 0.62% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 8,255 | $1,717,782 | 0.60% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 16,394 | $1,684,811 | 0.59% | |
| JCI |
Johnson Controls International plc
Industrials
|
Held | 12,603 | $1,650,362 | 0.58% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.