Lester Murray Antman dba SimplyRich

CIK

1725888

Location

CARLSBAD, CA

Portfolio Value

Micro $31,462,965

Diversification

Diversified

Filing Date

Global Rank

#3,499 / 8,578 ▲ 93

Top Industry

Consumer Electronics 9.8%

3Y Alpha vs SPY

-6.3%

Period ended 3 months ago

Filed May 1, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.4%

SPY

+77.5%

Annualised alpha

-6.3%

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, 2025

Top 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	Positions
Technology	28.0%	$79,641,762	31
Financial Services	12.6%	$35,779,468	26
Healthcare	11.1%	$31,462,965	24
Industrials	10.8%	$30,819,123	27
Communication Services	10.0%	$28,523,527	15
Consumer Cyclical	9.7%	$27,704,941	18
Consumer Defensive	6.1%	$17,459,469	16
Energy	4.8%	$13,767,860	18
Basic Materials	4.8%	$13,553,218	13
Utilities	1.3%	$3,718,264	4
Unclassified	0.5%	$1,470,120	3
Real Estate	0.1%	$270,609	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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	$5,141,324
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
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
AZN	Astrazeneca PLC	9,047	$1,784,249
UL	Unilever PLC	28,072	$1,599,261
ABBNY	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
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.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $31,462,965 total · Healthcare only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GILD	Gilead Sciences, Inc. Healthcare	NEW	1,444	NEW	$201,250	NEW	0.64%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	364	0	$204,527	−16.9%	0.65%
JNJ	Johnson & Johnson Healthcare	NEW	861	NEW	$210,462	NEW	0.67%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	479	0	$235,442	−15.2%	0.75%
BNTX	BioNTech SE Healthcare	Reduced	2,674	-159	$237,665	−11.9%	0.76%
ZTS	Zoetis Inc. Healthcare	NEW	2,631	NEW	$311,010	NEW	0.99%
JANX	Janux Therapeutics, Inc. Healthcare	Held	24,315	0	$337,978	+0.7%	1.07%
ALC	Alcon Inc Healthcare	Reduced	4,577	-61	$344,876	−5.6%	1.10%
A	Agilent Technologies, Inc. Healthcare	Held	3,400	0	$387,532	−16.2%	1.23%
DGX	Quest Diagnostics Inc Healthcare	Added	2,111	+45	$413,713	+15.4%	1.31%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Reduced	30,702	-437	$568,601	+17.1%	1.81%
RDY	Dr Reddys Laboratories Ltd Healthcare	Added	46,059	+3,274	$637,917	+6.2%	2.03%
HLN	Haleon plc Healthcare	Reduced	65,763	-588	$658,287	−1.9%	2.09%
MRK	Merck & Co., Inc. Healthcare	Held	6,059	0	$728,837	+14.3%	2.32%
CVS	CVS HEALTH Corp Healthcare	Held	10,304	0	$740,033	−9.5%	2.35%
CAH	Cardinal Health Inc Healthcare	Held	3,700	0	$781,847	+2.8%	2.48%
ELV	Elevance Health, Inc. Healthcare	Added	6,081	+52	$1,780,212	−15.8%	5.66%
AZN	Astrazeneca PLC Healthcare	NEW	9,047	NEW	$1,784,249	NEW	5.67%
NVS	Novartis AG Healthcare	Reduced	17,763	-7	$2,713,298	+10.7%	8.62%
NVO	Novo Nordisk A S Healthcare	Reduced	84,741	-1,506	$3,114,231	−29.0%	9.90%
AMGN	Amgen Inc Healthcare	Held	8,999	0	$3,166,298	+7.5%	10.06%
CI	Cigna Group Healthcare	Reduced	12,467	-37	$3,325,572	−3.4%	10.57%
UNH	Unitedhealth Group Inc Healthcare	Reduced	15,101	-100	$4,086,179	−18.6%	12.99%
MCK	Mckesson Corp Healthcare	Reduced	5,192	-1	$4,492,949	+5.5%	14.28%