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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 PSO

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Shares Held

Position Value (USD)

11 quarters on record
Report Date Value (USD) Shares
2026-03-31 $468,635 35,692
2025-12-31 $536,889 38,240
2025-09-30 $576,566 40,718
2025-06-30 $716,266 47,975
2025-03-31 $768,079 47,975
2024-12-31 $773,115 47,960
2024-09-30 $505,034 37,217
2024-06-30 $402,342 32,239
2024-03-31 $413,750 31,440
2023-12-31 $355,684 28,941
2023-09-30 $304,743 28,913