Lester Murray Antman Dba Simplyrich Portfolio Stock Holdings
Lester Murray Antman Dba Simplyrich disclosed 166 stock positions valued at approximately $427,065 in its latest SEC 13F filing. The largest holdings include ALPHABET INC, APPLE INC, and ALPHABET INC. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 166
- Portfolio Value
- $427.1K
Holdings by Sector
Lester Murray Antman Dba Simplyrich Portfolio Holdings in Q2 2026
162 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 7.89% | 95,308 | -28 | -0.03% | $33,675 |
| APPLE INC | AAPL | Technology | 7.26% | 107,218 | -27 | -0.03% | $31,024 |
| ALPHABET INC | GOOGL | Communication Services | 5.16% | 61,722 | - | - | $22,057 |
| ISHARES TR | USMV | Other | 5.12% | 226,613 | +8,670 | +3.98% | $21,859 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.30% | 15,900 | - | - | $18,353 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 3.89% | 34,816 | - | - | $16,627 |
| ISHARES INC | EEMV | Other | 3.86% | 218,941 | -3,494 | -1.57% | $16,481 |
| ISHARES TR | EFAV | Other | 3.82% | 186,185 | -127 | -0.07% | $16,330 |
| MICROSOFT CORP | MSFT | Technology | 2.25% | 25,800 | -17 | -0.07% | $9,623 |
| VISA INC | V | Financial Services | 1.89% | 23,551 | - | - | $8,080 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.50% | 15,443 | +342 | +2.26% | $6,418 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.38% | 16,711 | -227 | -1.34% | $5,893 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.30% | 26,084 | - | - | $5,550 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 1.23% | 30,164 | +283 | +0.95% | $5,256 |
| WALMART INC | WMT | Consumer Defensive | 1.21% | 45,683 | -44 | -0.10% | $5,174 |
| NOVO-NORDISK A S | NVO | Healthcare | 1.09% | 97,277 | +12,536 | +14.79% | $4,663 |
| CISCO SYS INC | CSCO | Technology | 0.96% | 34,849 | -129 | -0.37% | $4,093 |
| MCKESSON CORP | MCK | Healthcare | 0.92% | 5,194 | +2 | +0.04% | $3,924 |
| ASML HOLDING N V | ASML | Other | 0.85% | 1,830 | - | - | $3,640 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.85% | 7,259 | - | - | $3,632 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.83% | 23,503 | +145 | +0.62% | $3,560 |
| THE CIGNA GROUP | CI | Healthcare | 0.80% | 12,379 | -88 | -0.71% | $3,412 |
| ISHARES TR | REET | Other | 0.77% | 118,328 | -9,759 | -7.62% | $3,268 |
| AMGEN INC | AMGN | Healthcare | 0.76% | 8,999 | - | - | $3,258 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.68% | 10,764 | -40 | -0.37% | $2,909 |
| BROADCOM INC | AVGO | Technology | 0.66% | 7,471 | - | - | $2,822 |
| NOVARTIS AG | NVS | Healthcare | 0.65% | 17,763 | - | - | $2,783 |
| RTX CORPORATION | RTX | Industrials | 0.65% | 14,522 | +306 | +2.15% | $2,755 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.62% | 5,162 | - | - | $2,651 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.59% | 646,871 | +643,745 | +20593.25% | $2,540 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.59% | 10,646 | - | - | $2,537 |
| ORIX CORP | IX | Financial Services | 0.59% | 66,449 | +3,215 | +5.08% | $2,527 |
| RB GLOBAL INC | RBA | Industrials | 0.59% | 21,603 | - | - | $2,515 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.59% | 22,013 | +18,946 | +617.74% | $2,513 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.58% | 15,503 | +6,335 | +69.10% | $2,490 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.57% | 6,560 | +6,558 | +327900.00% | $2,417 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.56% | 6,229 | +148 | +2.43% | $2,408 |
| RELX PLC | RELX | Industrials | 0.55% | 74,441 | +268 | +0.36% | $2,357 |
| VANGUARD INDEX FDS | VNQ | Other | 0.55% | 82,768 | +67,686 | +448.79% | $2,354 |
| CHUBB LIMITED | CB | Financial Services | 0.54% | 6,775 | -87 | -1.27% | $2,308 |
| LAM RESEARCH CORP | LRCX | Other | 0.53% | 70,136 | +66,896 | +2064.69% | $2,280 |
| SHELL PLC | SHEL | Energy | 0.53% | 29,281 | - | - | $2,270 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.52% | 53,741 | +48,825 | +993.19% | $2,223 |
| PACCAR INC | PCAR | Industrials | 0.52% | 18,327 | -32 | -0.17% | $2,201 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.51% | 42,381 | +37,302 | +734.44% | $2,166 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.50% | 19,220 | - | - | $2,147 |
| COMPANIA DE MINAS BUENAVENTU | BVN | Basic Materials | 0.50% | 82,735 | +37,723 | +83.81% | $2,131 |
| CATERPILLAR INC | CAT | Industrials | 0.50% | 1,996 | - | - | $2,125 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.48% | 48,742 | +36,238 | +289.81% | $2,033 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.48% | 8,255 | - | - | $2,032 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.47% | 4,845 | - | - | $2,012 |
| TRANSPORTADORA DE GAS SUR | TGS | Energy | 0.47% | 67,415 | - | - | $2,004 |
| ISHARES INC | ACWV | Other | 0.46% | 16,459 | +38 | +0.23% | $1,978 |
| FERRARI N V | RACE | Other | 0.46% | 5,293 | +58 | +1.11% | $1,970 |
| CGI INC | GIB | Technology | 0.46% | 30,354 | +1,721 | +6.01% | $1,959 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.46% | 16,394 | - | - | $1,954 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.45% | 50,324 | +46,057 | +1079.38% | $1,938 |
| AFLAC INC | AFL | Financial Services | 0.45% | 16,468 | - | - | $1,930 |
| IMPERIAL OIL LTD | IMO | Energy | 0.45% | 17,166 | - | - | $1,922 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.45% | 2,042 | -5 | -0.24% | $1,910 |
| FEDEX CORP | FDX | Industrials | 0.45% | 6,100 | - | - | $1,910 |
| NATIONAL GRID PLC | NGG | Utilities | 0.45% | 62,150 | +48,340 | +350.04% | $1,909 |
| VIPSHOP HLDGS LTD | VIPS | Consumer Cyclical | 0.45% | 143,872 | -7 | -0.00% | $1,907 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 0.44% | 7,560 | - | - | $1,889 |
| SAP SE | SAP | Technology | 0.44% | 17,093 | +9,718 | +131.77% | $1,889 |
| COCA-COLA FEMSA SAB DE CV | KOF | Consumer Defensive | 0.43% | 33,619 | +23,029 | +217.46% | $1,853 |
| JOHNSON CTLS INTL PLC | JCI | Industrials | 0.43% | 12,603 | - | - | $1,841 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.43% | 38,891 | +33,676 | +645.75% | $1,825 |
| CME GROUP INC | CME | Financial Services | 0.42% | 8,147 | -14 | -0.17% | $1,799 |
| CVS HEALTH CORP | CVS | Healthcare | 0.41% | 20,144 | +9,840 | +95.50% | $1,758 |
| UNION PAC CORP | UNP | Industrials | 0.41% | 7,811 | +3,910 | +100.23% | $1,739 |
| INTEL CORP | INTC | Technology | 0.41% | 12,431 | - | - | $1,735 |
| SEMPRA | SRE | Utilities | 0.40% | 16,468 | +5,027 | +43.94% | $1,715 |
| COCA COLA CO | KO | Consumer Defensive | 0.39% | 19,959 | +7,335 | +58.10% | $1,662 |
| DISNEY WALT CO | DIS | Communication Services | 0.39% | 20,857 | +10,290 | +97.38% | $1,645 |
| BROOKFIELD CORP | BN | Financial Services | 0.35% | 35,351 | - | - | $1,505 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.34% | 11,895 | - | - | $1,464 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.33% | 11,746 | +4,899 | +71.55% | $1,391 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.32% | 5,777 | +124 | +2.19% | $1,356 |
| ROCKET COS INC | RKT | Financial Services | 0.31% | 84,447 | - | - | $1,330 |
| NIKE INC | NKE | Consumer Cyclical | 0.31% | 36,182 | +11,608 | +47.24% | $1,312 |
| GARMIN LTD | GRMN | Other | 0.30% | 5,479 | +223 | +4.24% | $1,301 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 0.30% | 19,727 | +6,912 | +53.94% | $1,274 |
| SUN LIFE FINANCIAL INC. | SLF | Financial Services | 0.29% | 12,427 | +1,922 | +18.30% | $1,221 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.28% | 49,170 | -3,185 | -6.08% | $1,207 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.28% | 14,942 | +1,562 | +11.67% | $1,175 |
| SPDR INDEX SHS FDS | RWO | Other | 0.27% | 23,237 | - | - | $1,155 |
| INVESCO EXCHANGE TRADED FD T | RZV | Other | 0.26% | 7,558 | -805 | -9.63% | $1,126 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.26% | 99,591 | +96,489 | +3110.54% | $1,115 |
| EMERSON ELEC CO | EMR | Industrials | 0.25% | 35,806 | +30,798 | +614.98% | $1,088 |
| ANGLOGOLD ASHANTI PLC | AU | Other | 0.25% | 13,222 | - | - | $1,069 |
| PEPSICO INC | PEP | Consumer Defensive | 0.25% | 6,285 | +1,109 | +21.43% | $1,056 |
| FOMENTO ECONOMICO MEXICANO S | FMX | Consumer Defensive | 0.24% | 9,398 | +3,991 | +73.81% | $1,037 |
| ELBIT SYS LTD | M3760D101 | Other | 0.24% | 1,351 | - | - | $1,025 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.24% | 8,088 | - | - | $1,006 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.23% | 2,239 | - | - | $966 |
| AMERICA MOVIL SAB DE CV | AMX | Communication Services | 0.22% | 36,367 | +4,434 | +13.89% | $945 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.21% | 3,700 | - | - | $878 |
| ASE TECHNOLOGY HLDG CO LTD | ASX | Technology | 0.19% | 17,749 | - | - | $800 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.18% | 2,247 | - | - | $786 |