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Lester Murray Antman dba SimplyRich

CIK
1725888
City
CARLSBAD
State / Country
CA

Top Portfolio Positions

196 positions · $284,171,326 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in NMR

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $695,471 88,146
2025-12-31 $629,912 75,079
2025-09-30 $529,517 72,836
2025-06-30 $479,958 72,942
2025-03-31 $650,221 105,727
2024-12-31 $454,173 78,441
2024-09-30 $436,157 83,555
2024-06-30 $423,858 73,332
2024-03-31 $459,530 71,578
2021-06-30 $58,835 11,559