Lester Murray Antman Dba Simplyrich Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Lester Murray Antman Dba Simplyrich disclosed 165 stock positions valued at approximately $427.06M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 165
- Portfolio Value
- $427.06M
Holdings by Sector
Lester Murray Antman Dba Simplyrich Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 7.89% | 95,308 | -28 | -0.03% | $33,675,000 |
| APPLE INC | AAPL | Technology | 7.26% | 107,218 | -27 | -0.03% | $31,024,000 |
| ALPHABET INC | GOOGL | Communication Services | 5.16% | 61,722 | - | - | $22,057,000 |
| ISHARES TR | USMV | Other | 5.12% | 226,613 | +8,670 | +3.98% | $21,859,000 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.30% | 15,900 | - | - | $18,353,000 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 3.89% | 34,816 | - | - | $16,627,000 |
| ISHARES INC | EEMV | Other | 3.86% | 218,941 | -3,494 | -1.57% | $16,481,000 |
| ISHARES TR | EFAV | Other | 3.82% | 186,185 | -127 | -0.07% | $16,330,000 |
| MICROSOFT CORP | MSFT | Technology | 2.25% | 25,800 | -17 | -0.07% | $9,623,000 |
| VISA INC | V | Financial Services | 1.89% | 23,551 | - | - | $8,080,000 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.50% | 15,443 | +342 | +2.26% | $6,418,000 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.38% | 16,711 | -227 | -1.34% | $5,893,000 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.30% | 26,084 | - | - | $5,550,000 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 1.23% | 30,164 | +283 | +0.95% | $5,256,000 |
| WALMART INC | WMT | Consumer Defensive | 1.21% | 45,683 | -44 | -0.10% | $5,174,000 |
| NOVO-NORDISK A S | NVO | Healthcare | 1.09% | 97,277 | +12,536 | +14.79% | $4,663,000 |
| CISCO SYS INC | CSCO | Technology | 0.96% | 34,849 | -129 | -0.37% | $4,093,000 |
| MCKESSON CORP | MCK | Healthcare | 0.92% | 5,194 | +2 | +0.04% | $3,924,000 |
| ASML HOLDING N V | ASML | Other | 0.85% | 1,830 | - | - | $3,640,000 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.85% | 7,259 | - | - | $3,632,000 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.83% | 23,503 | +145 | +0.62% | $3,560,000 |
| THE CIGNA GROUP | CI | Healthcare | 0.80% | 12,379 | -88 | -0.71% | $3,412,000 |
| ISHARES TR | REET | Other | 0.77% | 118,328 | -9,759 | -7.62% | $3,268,000 |
| AMGEN INC | AMGN | Healthcare | 0.76% | 8,999 | - | - | $3,258,000 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.68% | 10,764 | -40 | -0.37% | $2,909,000 |
| BROADCOM INC | AVGO | Technology | 0.66% | 7,471 | - | - | $2,822,000 |
| NOVARTIS AG | NVS | Healthcare | 0.65% | 17,763 | - | - | $2,783,000 |
| RTX CORPORATION | RTX | Industrials | 0.65% | 14,522 | +306 | +2.15% | $2,755,000 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.62% | 5,162 | - | - | $2,651,000 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.59% | 646,871 | +643,745 | +20593.25% | $2,540,000 |
Showing 30 of 165 holdings in the latest reporting period.