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
AAPL
Apple Inc.
Technology
107,245 $27,217,708 9.70%
GOOGL
Alphabet Inc.
Communication Services
61,722 $17,748,778 6.32%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
34,816 $11,766,067 4.19%
MSFT
Microsoft Corp
Technology
25,817 $9,556,678 3.40%
V
Visa Inc.
Financial Services
23,551 $7,118,054 2.54%
WMT
Walmart Inc.
Consumer Defensive
45,727 $5,682,951 2.02%
HD
Home Depot, Inc.
Consumer Cyclical
16,938 $5,570,738 1.98%
MU
Micron Technology Inc
Technology
15,900 $5,371,656 1.91%
SCCO
Southern Copper Corp/
Basic Materials
29,881 $5,141,324 1.83%
MCK
Mckesson Corp
Healthcare
5,192 $4,492,949 1.60%

Holdings in DBP

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Report Date Value (USD) Shares
2026-03-31 $550,200 5,000