Lester Murray Antman dba SimplyRich
Filing Date
Global Rank
#3,495
/ 8,603
▲ 128
· as of Mar 2026
Top Industry
Consumer Electronics
9.9%
3Y Alpha vs SPY
-5.6%
Period ended 3 months ago
Filed May 1, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.0%
SPY
+76.5%
Annualised alpha
-5.4%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
196 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.6%
−0.8 pts
Top 5
25.9%
−2.6 pts
Top 10
35.2%
−2.3 pts
HHI
223
Diversified−33
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.1% | $79,641,762 |
| Financial Services | 12.6% | $35,779,468 |
| Healthcare | 11.1% | $31,462,965 |
| Industrials | 10.7% | $30,397,189 |
| Communication Services | 10.1% | $28,523,527 |
| Consumer Cyclical | 9.7% | $27,482,636 |
| Consumer Defensive | 6.2% | $17,459,469 |
| Energy | 4.9% | $13,767,860 |
| Basic Materials | 4.8% | $13,502,313 |
| Utilities | 1.1% | $3,200,985 |
| 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 | $5,090,419 | |
| 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 | $129,319 | |
| 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 positions ·
$282,958,903 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 | 9.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 61,722 | $17,748,778 | 6.27% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 34,816 | $11,766,067 | 4.16% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,817 | $9,556,678 | 3.38% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 23,551 | $7,118,054 | 2.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 45,727 | $5,682,951 | 2.01% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 16,938 | $5,570,738 | 1.97% | |
| MU |
Micron Technology Inc
Technology
|
Held | 15,900 | $5,371,656 | 1.90% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 29,881 | $5,090,419 | 1.80% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 5,192 | $4,492,949 | 1.59% | |
| 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 | 1.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,259 | $3,478,512 | 1.23% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 10,804 | $3,357,775 | 1.19% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 12,467 | $3,325,572 | 1.18% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 8,999 | $3,166,298 | 1.12% | |
| 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 | 0.96% | |
| 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 | 0.82% | |
| 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% | |
| 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 | 0.67% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 3,126 | $1,889,323 | 0.67% | |
| 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 | 0.63% | |
| FDX |
Fedex Corp
Industrials
|
Held | 6,100 | $1,750,764 | 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 | 0.61% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 16,394 | $1,684,811 | 0.60% | |
| JCI |
Johnson Controls International plc
Industrials
|
Held | 12,603 | $1,650,362 | 0.58% |