Lester Murray Antman dba SimplyRich
Filing Date
Global Rank
#3,187
/ 8,232
▲ 222
Top Industry
Consumer Electronics
9.8%
3Y Alpha vs SPY
-5.7%
Period ended 2 months ago
Filed May 1, 2026 · 44d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+52.6%
SPY
+76.3%
Annualised alpha
-5.7%
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
25.8%
−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% | $13,553,218 |
| 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 | $5,141,324 | |
| 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 | 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 | |
| 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 | 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. | ||||
31 positions ·
$79,641,762 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 107,245 | $27,217,708 | 34.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 34,816 | $11,766,067 | 14.77% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,817 | $9,556,678 | 12.00% | |
| MU |
Micron Technology Inc
Technology
|
Held | 15,900 | $5,371,656 | 6.74% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 34,978 | $2,713,943 | 3.41% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,830 | $2,417,118 | 3.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 7,471 | $2,312,349 | 2.90% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 4,845 | $2,102,584 | 2.64% | |
| GIB |
Cgi Inc
Technology
|
Reduced | 28,633 | $2,093,072 | 2.63% | |
| ACN |
Accenture plc
Technology
|
Held | 8,088 | $1,603,769 | 2.01% | |
| SAP |
Sap SE
Technology
|
Held | 7,375 | $1,262,673 | 1.59% | |
| GRMN |
Garmin Ltd
Technology
|
Reduced | 5,256 | $1,219,444 | 1.53% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,916 | $1,191,589 | 1.50% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 5,079 | $1,031,951 | 1.30% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 3,240 | $692,258 | 0.87% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 2,247 | $634,485 | 0.80% | |
| LOGI |
Logitech International S.A.
Technology
|
Reduced | 6,728 | $613,055 | 0.77% | |
| ORCL |
Oracle Corp
Technology
|
Held | 4,113 | $605,063 | 0.76% | |
| SONY |
Sony Group Corp
Technology
|
Reduced | 28,667 | $593,406 | 0.75% | |
| INTC |
Intel Corp
Technology
|
Held | 12,431 | $548,580 | 0.69% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Reduced | 3,260 | $465,691 | 0.58% | |
| TEL |
TE Connectivity plc
Technology
|
Held | 2,200 | $459,844 | 0.58% | |
| INFY |
Infosys Ltd
Technology
|
Reduced | 32,747 | $442,411 | 0.56% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
Reduced | 2,501 | $438,875 | 0.55% | |
| ERIC |
Ericsson Lm Telephone Co
Technology
|
NEW | 37,617 | $423,943 | 0.53% | |
| ASX |
ASE Technology Holding Co., Ltd.
Technology
|
Held | 17,749 | $384,798 | 0.48% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 2,239 | $367,487 | 0.46% | |
| NOK |
Nokia Corp
Technology
|
Added | 42,586 | $342,391 | 0.43% | |
| FSLY |
Fastly, Inc.
Technology
|
NEW | 10,733 | $311,900 | 0.39% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,297 | $251,799 | 0.32% | |
| WIT |
Wipro Ltd
Technology
|
Reduced | 96,781 | $205,175 | 0.26% |