Lester Murray Antman Dba Simplyrich Portfolio Stock Holdings
According to the SEC 13F filed on November 6, 2026, Lester Murray Antman Dba Simplyrich disclosed 219 stock positions valued at approximately $427.76M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, ALPHABET INC, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 219
- Portfolio Value
- $427.76M
Holdings by Sector
Lester Murray Antman Dba Simplyrich Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 8.12% | 104,278 | -2,940 | -2.74% | $34,726,660 |
| ALPHABET INC | GOOG | Communication Services | 7.54% | 94,642 | -666 | -0.70% | $32,248,315 |
| ISHARES TR | USMV | Other | 5.19% | 228,037 | +1,424 | +0.63% | $22,219,944 |
| ALPHABET INC | GOOGL | Communication Services | 4.96% | 61,631 | -91 | -0.15% | $21,205,994 |
| ISHARES TR | EFAV | Other | 3.97% | 186,200 | +15 | +0.01% | $16,966,596 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.96% | 15,900 | - | - | $16,935,249 |
| ISHARES INC | EEMV | Other | 3.63% | 209,727 | -9,214 | -4.21% | $15,530,345 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.63% | 34,035 | -781 | -2.24% | $15,526,427 |
| MICROSOFT CORP | MSFT | Technology | 3.03% | 25,306 | -494 | -1.91% | $12,979,447 |
| VISA INC | V | Financial Services | 1.96% | 23,318 | -233 | -0.99% | $8,378,857 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 1.41% | 29,673 | -491 | -1.63% | $6,012,937 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.31% | 15,247 | -196 | -1.27% | $5,596,869 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.27% | 26,084 | - | - | $5,426,142 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.10% | 16,551 | -160 | -0.96% | $4,708,594 |
| WALMART INC | WMT | Consumer Defensive | 1.08% | 44,571 | -1,112 | -2.43% | $4,631,818 |
| MCKESSON CORP | MCK | Healthcare | 1.04% | 5,228 | +34 | +0.65% | $4,463,719 |
| AMGEN INC | AMGN | Healthcare | 0.88% | 8,953 | -46 | -0.51% | $3,773,779 |
| CISCO SYS INC | CSCO | Technology | 0.87% | 34,453 | -396 | -1.14% | $3,708,176 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.86% | 96,725 | -552 | -0.57% | $3,666,845 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.82% | 7,073 | -186 | -2.56% | $3,522,000 |
| THE CIGNA GROUP | CI | Healthcare | 0.79% | 12,379 | - | - | $3,364,984 |
| ASML HLDG NV | ASML | Technology | 0.78% | 1,830 | - | - | $3,315,356 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.72% | 23,358 | -145 | -0.62% | $3,090,497 |
| ISHARES TR | REET | Other | 0.67% | 111,959 | -6,369 | -5.38% | $2,886,303 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.67% | 5,162 | - | - | $2,846,688 |
| SHELL PLC | SHEL | Energy | 0.65% | 29,374 | +93 | +0.32% | $2,791,999 |
| RTX CORPORATION | RTX | Industrials | 0.63% | 14,523 | +1 | +0.01% | $2,696,195 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.62% | 10,659 | +13 | +0.12% | $2,655,690 |
| RELX PLC | RELX | Industrials | 0.62% | 79,816 | +5,375 | +7.22% | $2,648,295 |
| NOVARTIS AG | NVS | Healthcare | 0.59% | 17,763 | - | - | $2,532,471 |
Showing 30 of 219 holdings in the latest reporting period.