Lester Murray Antman dba SimplyRich
Top Portfolio Positions
196 positions ·
$284,171,326 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
107,245 | $27,217,708 | 9.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
61,722 | $17,748,778 | 6.25% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
34,816 | $11,766,067 | 4.14% | |
| MSFT |
Microsoft Corp
Technology
|
25,817 | $9,556,678 | 3.36% | |
| V |
Visa Inc.
Financial Services
|
23,551 | $7,118,054 | 2.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
45,727 | $5,682,951 | 2.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
16,938 | $5,570,738 | 1.96% | |
| MU |
Micron Technology Inc
Technology
|
15,900 | $5,371,656 | 1.89% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
29,881 | $5,141,324 | 1.81% | |
| MCK |
Mckesson Corp
Healthcare
|
5,192 | $4,492,949 | 1.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AXIA
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $791,619 | 70,179 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $642,839 | 70,179 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $696,175 | 70,179 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $521,429 | 70,179 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $416,610 | 72,834 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $526,589 | 72,834 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $468,322 | 72,834 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $608,163 | 72,834 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $627,829 | 72,834 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $578,359 | 79,119 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $654,314 | 79,119 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $524,558 | 79,119 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $627,413 | 79,119 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $635,325 | 79,119 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $701,785 | 79,119 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $625,831 | 79,119 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $495,799 | 81,412 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $578,025 | 81,412 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $704,213 | 81,412 | Shares | Sole | 2021-07-09 | |
| 2020-03-31 | $58,975 | 12,793 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||