Lester Murray Antman dba SimplyRich
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 65.7%; sector active share 14.3% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
166 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.3% | $105,172,859 |
| Unclassified | 17.5% | $69,938,223 |
| Communication Services | 16.2% | $64,670,553 |
| Financial Services | 9.5% | $37,999,916 |
| Healthcare | 7.9% | $31,807,287 |
| Industrials | 7.0% | $27,865,187 |
| Consumer Cyclical | 6.6% | $26,309,783 |
| Consumer Defensive | 4.0% | $16,206,752 |
| Energy | 2.9% | $11,675,659 |
| Basic Materials | 1.4% | $5,575,449 |
| Utilities | 0.7% | $2,823,396 |
| Real Estate | 0.1% | $317,991 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LMT | Lockheed Martin Corp | +643,745 | 646,871 | $1,587,412 | |
| VIG | Vanguard Specialized Funds | +96,489 | 99,591 | $734,377 | |
| SBS | Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp | +84,912 | 106,105 | $613,286 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +67,686 | 82,768 | $1,455,257 | |
| 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 | +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 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | +8,670 | 226,613 | $21,859,089 | |
| 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-A | Berkshire Hathaway Inc | +6,558 | 6,560 | $1,498,620 | |
| TM | Toyota Motor Corp | +6,335 | 15,503 | $1,549,395 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| REET | iShares Global REIT ETF | −9,759 | 118,328 | $3,268,219 | |
| T | At&T Inc. | −3,555 | 22,107 | $457,614 | |
| EEMV | iShares MSCI Emerging Markets Min Vol Factor ETF | −3,494 | 218,941 | $16,481,878 | |
| CMCSA | Comcast Corp | −3,185 | 49,170 | $1,207,123 | |
| CHKP | Check Point Software Technologies Ltd | −1,323 | 1,937 | $254,579 | |
| RZV | Victory Portfolios II | −805 | 7,558 | $1,126,595 | |
| DLS | WisdomTree International SmallCap Dividend Fund | −786 | 7,110 | $595,746 | |
| ORCL | Oracle Corp | −750 | 3,363 | $492,847 | |
| ALC | Alcon Inc | −736 | 3,841 | $257,731 | |
| FOX | 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 | |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | −127 | 186,185 | $16,330,286 | |
| 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 | |
| GOOG | Alphabet Inc. | −28 | 95,308 | $33,675,175 | |
| AAPL | Apple Inc. | −27 | 107,218 | $31,024,600 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| 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 | 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 9,047 | $1,784,249 | |
| ABBNY | Abb Ltd | 18,073 | $1,440,418 | |
| NTTYY | Nippon Telegraph & Telephone Corp | 43,611 | $1,087,658 | |
| HLN | Haleon plc | 65,763 | $658,287 | |
| 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 | 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 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | 5,155 | $425,648 | |
| 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 | |
| PM | Philip Morris International Inc. | 2,427 | $401,280 | |
| SU | Suncor Energy Inc | 5,997 | $396,461 | |
| CVX | Chevron Corp | 1,832 | $379,040 | |
| IJS | iShares S&P Small-Cap 600 Value ETF | 3,102 | $367,431 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 95,308 | $33,675,175 | 8.41% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 107,218 | $31,024,600 | 7.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 61,722 | $22,057,591 | 5.51% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Added | 226,613 | $21,859,089 | 5.46% | |
| MU |
Micron Technology Inc
Technology
|
Held | 15,900 | $18,353,211 | 4.58% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 34,816 | $16,627,077 | 4.15% | |
| EEMV |
iShares MSCI Emerging Markets Min Vol Factor ETF
|
Reduced | 218,941 | $16,481,878 | 4.12% | |
| EFAV |
iShares MSCI EAFE Min Vol Factor ETF
|
Reduced | 186,185 | $16,330,286 | 4.08% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,800 | $9,623,916 | 2.40% | |
| V |
Visa Inc.
Financial Services
|
Held | 23,551 | $8,080,112 | 2.02% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 15,443 | $6,418,574 | 1.60% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 16,711 | $5,893,635 | 1.47% | |
| RSP |
Victory Portfolios II
|
Held | 26,084 | $5,549,892 | 1.39% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 45,683 | $5,174,056 | 1.29% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Added | 97,277 | $4,663,459 | 1.16% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 34,849 | $4,093,363 | 1.02% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 5,194 | $3,924,586 | 0.98% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,830 | $3,640,675 | 0.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 7,259 | $3,632,331 | 0.91% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 23,503 | $3,560,704 | 0.89% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 12,379 | $3,412,642 | 0.85% | |
| REET |
iShares Global REIT ETF
|
Reduced | 118,328 | $3,268,219 | 0.82% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 8,999 | $3,258,717 | 0.81% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 10,764 | $2,909,616 | 0.73% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 7,471 | $2,822,170 | 0.70% | |
| NVS |
Novartis AG
Healthcare
|
Held | 17,763 | $2,783,817 | 0.70% | |
| RTX |
RTX Corp
Industrials
|
Added | 14,522 | $2,755,259 | 0.69% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 5,162 | $2,651,203 | 0.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 10,646 | $2,537,367 | 0.63% | |
| IX |
Orix Corp
Financial Services
|
Added | 66,449 | $2,527,719 | 0.63% | |
| RBA |
Rb Global Inc.
Industrials
|
Held | 21,603 | $2,515,669 | 0.63% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 6,229 | $2,408,941 | 0.60% | |
| RELX |
Relx PLC
Industrials
|
Added | 74,441 | $2,357,546 | 0.59% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 6,775 | $2,308,513 | 0.58% | |
| SHEL |
Shell plc
Energy
|
Held | 29,281 | $2,270,448 | 0.57% | |
| PCAR |
Paccar Inc
Industrials
|
Reduced | 18,327 | $2,201,439 | 0.55% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Held | 19,220 | $2,147,835 | 0.54% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,996 | $2,125,540 | 0.53% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 8,255 | $2,032,546 | 0.51% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 4,845 | $2,012,080 | 0.50% | |
| TGS |
Gas Transporter Of The South Inc
Energy
|
Held | 67,415 | $2,004,247 | 0.50% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Added | 5,293 | $1,970,530 | 0.49% | |
| GIB |
Cgi Inc
Technology
|
Added | 30,354 | $1,959,957 | 0.49% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 16,394 | $1,954,820 | 0.49% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 16,468 | $1,930,873 | 0.48% | |
| IMO |
Imperial Oil Ltd
Energy
|
Held | 17,166 | $1,922,935 | 0.48% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 2,042 | $1,910,229 | 0.48% | |
| FDX |
Fedex Corp
Industrials
|
Held | 6,100 | $1,910,093 | 0.48% | |
| VIPS |
Vipshop Holdings Ltd
Consumer Cyclical
|
Reduced | 143,872 | $1,907,742 | 0.48% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Held | 7,560 | $1,889,848 | 0.47% |
Showing the top 50 of 166 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.