Lester Murray Antman dba SimplyRich
Filing Date
Global Rank
#3,518
/ 8,700
▲ 618
Top Industry
Internet Content & Information
16.7%
Period ended 2 months ago
Filed Aug 3, 2026 · 40d
26 quarters · since Mar 2020
Portfolio Concentration
153 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
16.5%
+4.6 pts
Top 5
38.8%
+1.5 pts
Top 10
47.9%
+1.7 pts
HHI
464
Diversified+75
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.1% | $105,172,859 |
| Communication Services | 19.1% | $64,670,553 |
| Financial Services | 11.2% | $37,999,916 |
| Healthcare | 9.4% | $31,807,287 |
| Industrials | 8.2% | $27,865,187 |
| Consumer Cyclical | 7.8% | $26,309,783 |
| Consumer Defensive | 4.8% | $16,206,752 |
| Energy | 3.4% | $11,675,659 |
| Basic Materials | 3.2% | $10,831,828 |
| Utilities | 1.1% | $3,564,486 |
| Unclassified | 0.6% | $2,116,150 |
| Real Estate | 0.1% | $317,991 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LMT | Lockheed Martin Corp | +643,745 | 646,871 | $1,587,412 | |
| SBS | Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp | +84,912 | 106,105 | $613,286 | |
| VIG | Vanguard Dividend Appreciation ETF | +81,407 | 99,591 | $734,377 | |
| LRCX | Lam Research Corp | +66,896 | 70,136 | $1,404,866 | |
| IBM | International Business Machines Corp | +48,825 | 53,741 | $1,379,055 | |
| NGG | National Grid PLC | +48,340 | 62,150 | $1,148,760 | |
| ITW | Illinois Tool Works Inc | +46,057 | 50,324 | $1,154,879 | |
| BVN | Buenaventura Mining Co Inc | +37,723 | 82,735 | $1,319,214 | |
| ADP | Automatic Data Processing Inc | +37,302 | 42,381 | $1,591,276 | |
| HSBC | Hsbc Holdings PLC | +36,238 | 48,742 | $1,235,826 | |
| RSG | Republic Services, Inc. | +33,676 | 38,891 | $1,111,926 | |
| EMR | Emerson Electric Co | +30,798 | 35,806 | $717,267 | |
| KOF | Coca Cola Femsa Sab De CV | +23,029 | 33,619 | $1,126,234 | |
| NOC | Northrop Grumman Corp /De/ | +18,946 | 22,013 | $1,563,004 | |
| NVO | Novo Nordisk A S | +12,536 | 97,277 | $4,663,459 | |
| NKE | NIKE, Inc. | +11,608 | 36,182 | $905,970 | |
| DIS | Walt Disney Co | +10,290 | 20,857 | $1,017,701 | |
| CVS | CVS HEALTH Corp | +9,840 | 20,144 | $1,500,763 | |
| SAP | Sap SE | +9,718 | 17,093 | $1,137,314 | |
| KO | Coca Cola Co | +7,335 | 19,959 | $1,026,589 | |
| BTI | British American Tobacco p.l.c. | +6,912 | 19,727 | $872,453 | |
| BRK-B | Berkshire Hathaway Inc | +6,558 | 13,819 | $5,130,951 | |
| TM | Toyota Motor Corp/ | +6,335 | 15,503 | $1,549,395 | |
| SRE | Sempra | +5,027 | 16,468 | $1,061,350 | |
| PG | PROCTER & GAMBLE Co | +4,899 | 11,746 | $972,935 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −3,555 | 22,107 | $457,614 | |
| CMCSA | Comcast Corp | −3,185 | 49,170 | $1,207,123 | |
| CHKP | Check Point Software Technologies Ltd | −1,323 | 1,937 | $254,579 | |
| ORCL | Oracle Corp | −750 | 3,363 | $492,847 | |
| ALC | Alcon Inc | −736 | 3,841 | $257,731 | |
| FOXA | Fox Corp | −259 | 5,161 | $241,741 | |
| HD | Home Depot, Inc. | −227 | 16,711 | $5,893,635 | |
| TCOM | Trip.com Group Ltd | −183 | 5,819 | $231,828 | |
| CSCO | Cisco Systems, Inc. | −129 | 34,849 | $4,093,363 | |
| CI | Cigna Group | −88 | 12,379 | $3,412,642 | |
| CB | Chubb Ltd | −87 | 6,775 | $2,308,513 | |
| TRP | Tc Energy Corp | −85 | 10,982 | $727,996 | |
| MFC | Manulife Financial Corp | −53 | 9,105 | $368,843 | |
| ATAT | Atour Lifestyle Holdings Ltd | −51 | 20,602 | $655,143 | |
| WMT | Walmart Inc. | −44 | 45,683 | $5,174,056 | |
| MCD | Mcdonalds Corp | −40 | 10,764 | $2,909,616 | |
| VOD | Vodafone Group Public Ltd Co | −34 | 29,263 | $387,149 | |
| PCAR | Paccar Inc | −32 | 18,327 | $2,201,439 | |
| GOOGL | Alphabet Inc. | −28 | 157,030 | $55,732,766 | |
| AAPL | Apple Inc. | −27 | 107,218 | $31,024,600 | |
| ZTO | ZTO Express (Cayman) Inc. | −19 | 11,121 | $248,887 | |
| MSFT | Microsoft Corp | −17 | 25,800 | $9,623,916 | |
| WM | Waste Management Inc | −16 | 3,121 | $695,608 | |
| CME | Cme Group Inc. | −14 | 8,147 | $1,799,102 | |
| BNTX | BioNTech SE | −9 | 2,665 | $247,978 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AER | AerCap Holdings N.V. | 3,339 | $486,759 | |
| KSPI | Joint Stock Co Kaspi.kz | 4,970 | $430,600 | |
| BUD | Anheuser-Busch InBev SA/NV | 5,156 | $424,854 | |
| OTIS | Otis Worldwide Corp | 4,426 | $316,901 | |
| COP | Conocophillips | 2,405 | $250,023 | |
| NTR | Nutrien Ltd. | 3,559 | $224,039 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 557,020 | $43,212,300 | |
| BKF | iShares MSCI BIC ETF | 222,435 | $14,398,217 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 34,447 | $6,046,398 | |
| AZN | Astrazeneca PLC | 9,047 | $1,784,249 | |
| ABLZF | Abb Ltd | 18,073 | $1,440,418 | |
| NTTYY | Nippon Telegraph & Telephone Corp | 43,611 | $1,087,658 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | 23,237 | $1,063,557 | |
| HLN | Haleon plc | 65,763 | $658,287 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 7,896 | $643,524 | |
| RDY | Dr Reddys Laboratories Ltd | 46,059 | $637,917 | |
| RIO | Rio Tinto PLC | 6,721 | $627,002 | |
| BIDU | Baidu, Inc. | 5,501 | $612,921 | |
| SONY | Sony Group Corp | 28,667 | $593,406 | |
| TRI | Thomson Reuters Corp /Can/ | 6,508 | $585,589 | |
| DE | Deere & Co | 1,025 | $577,382 | |
| TGT | Target Corp | 4,726 | $572,791 | |
| TAK | Takeda Pharmaceutical Co Ltd | 30,702 | $568,601 | |
| WPM | Wheaton Precious Metals Corp. | 4,201 | $550,373 | |
| VALE | Vale S.A. | 31,852 | $506,765 | |
| AZO | Autozone Inc | 150 | $506,667 | |
| PSO | Pearson PLC | 35,692 | $468,635 | |
| INFY | Infosys Ltd | 32,747 | $442,411 | |
| ERIC | Ericsson Lm Telephone Co | 37,617 | $423,943 | |
| SCHW | Schwab Charles Corp | 4,510 | $423,849 | |
| GD | General Dynamics Corp | 1,203 | $412,893 | |
| No positions match the current search. | ||||
153 tracked positions ·
$338,538,451 total
· filing declares
216 positions · $427,065
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 153 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 157,030 | $55,732,766 | 16.46% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 107,218 | $31,024,600 | 9.16% | |
| MU |
Micron Technology Inc
Technology
|
Held | 15,900 | $18,353,211 | 5.42% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 34,816 | $16,627,077 | 4.91% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,800 | $9,623,916 | 2.84% | |
| V |
Visa Inc.
Financial Services
|
Held | 23,551 | $8,080,112 | 2.39% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 15,443 | $6,418,574 | 1.90% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 16,711 | $5,893,635 | 1.74% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 30,164 | $5,256,379 | 1.55% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 45,683 | $5,174,056 | 1.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 13,819 | $5,130,951 | 1.52% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Added | 97,277 | $4,663,459 | 1.38% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 34,849 | $4,093,363 | 1.21% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 5,194 | $3,924,586 | 1.16% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,830 | $3,640,675 | 1.08% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 23,503 | $3,560,704 | 1.05% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 12,379 | $3,412,642 | 1.01% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 8,999 | $3,258,717 | 0.96% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 10,764 | $2,909,616 | 0.86% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 7,471 | $2,822,170 | 0.83% | |
| NVS |
Novartis AG
Healthcare
|
Held | 17,763 | $2,783,817 | 0.82% | |
| RTX |
RTX Corp
Industrials
|
Added | 14,522 | $2,755,259 | 0.81% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 5,162 | $2,651,203 | 0.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 10,646 | $2,537,367 | 0.75% | |
| IX |
Orix Corp
Financial Services
|
Added | 66,449 | $2,527,719 | 0.75% | |
| RBA |
Rb Global Inc.
Industrials
|
Held | 21,603 | $2,515,669 | 0.74% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 6,229 | $2,408,941 | 0.71% | |
| RELX |
Relx PLC
Industrials
|
Added | 74,441 | $2,357,546 | 0.70% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 6,775 | $2,308,513 | 0.68% | |
| SHEL |
Shell plc
Energy
|
Held | 29,281 | $2,270,448 | 0.67% | |
| PCAR |
Paccar Inc
Industrials
|
Reduced | 18,327 | $2,201,439 | 0.65% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Held | 19,220 | $2,147,835 | 0.63% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,996 | $2,125,540 | 0.63% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 8,255 | $2,032,546 | 0.60% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 4,845 | $2,012,080 | 0.59% | |
| TGS |
Gas Transporter Of The South Inc
Energy
|
Held | 67,415 | $2,004,247 | 0.59% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Added | 5,293 | $1,970,530 | 0.58% | |
| GIB |
Cgi Inc
Technology
|
Added | 30,354 | $1,959,957 | 0.58% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 16,394 | $1,954,820 | 0.58% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 16,468 | $1,930,873 | 0.57% | |
| IMO |
Imperial Oil Ltd
Energy
|
Held | 17,166 | $1,922,935 | 0.57% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,042 | $1,910,229 | 0.56% | |
| FDX |
Fedex Corp
Industrials
|
Held | 6,100 | $1,910,093 | 0.56% | |
| VIPS |
Vipshop Holdings Ltd
Consumer Cyclical
|
Reduced | 143,872 | $1,907,742 | 0.56% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Held | 7,560 | $1,889,848 | 0.56% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 30,646 | $1,842,437 | 0.54% | |
| JCI |
Johnson Controls International plc
Industrials
|
Held | 12,603 | $1,841,424 | 0.54% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 8,147 | $1,799,102 | 0.53% | |
| INTC |
Intel Corp
Technology
|
Held | 12,431 | $1,735,740 | 0.51% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 42,381 | $1,591,276 | 0.47% |
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.