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Lester Murray Antman dba SimplyRich

CIK
1725888
City
CARLSBAD
State / Country
CA

Top Portfolio Positions

195 positions · $280,692,814 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CHT

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $628,742 14,885
2025-12-31 $620,853 14,885
2025-09-30 $649,283 14,885
2025-06-30 $694,582 14,902
2025-03-31 $584,307 14,902
2024-12-31 $560,834 14,896
2024-09-30 $559,188 14,096
2024-06-30 $365,211 9,459
2024-03-31 $370,225 9,459
2023-12-31 $369,563 9,459
2023-09-30 $339,956 9,459
2023-06-30 $352,726 9,459
2023-03-31 $369,846 9,459
2022-12-31 $346,104 9,459
2022-09-30 $336,078 9,459
2022-06-30 $390,183 9,459
2022-03-31 $420,452 9,459
2021-12-31 $399,264 9,459
2021-09-30 $371,644 9,459
2021-06-30 $384,602 9,459
2021-03-31 $370,225 9,459
2020-12-31 $365,306 9,459
2020-09-30 $342,699 9,459
2020-06-30 $372,400 9,459
2020-03-31 $336,456 9,459