Lester Murray Antman Dba Simplyrich Portfolio Stock Holdings
Lester Murray Antman Dba Simplyrich disclosed 233 stock positions valued at approximately $390,927 in its latest SEC 13F filing. The largest holdings include ALPHABET INC CLASS CLASS C, APPLE INC, and ISHARES MSCI USA MIN VOLFACTOR ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 233
- Portfolio Value
- $390.9K
Holdings by Sector
Lester Murray Antman Dba Simplyrich Portfolio Holdings in Q1 2026
215 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CLASS CLASS C | GOOG | Communication Services | 7.00% | 95,336 | -479 | -0.50% | $27,348 |
| APPLE INC | AAPL | Technology | 6.96% | 107,245 | -144 | -0.13% | $27,217 |
| ISHARES MSCI USA MIN VOLFACTOR ETF | USMV | Other | 5.17% | 217,943 | -2,771 | -1.26% | $20,212 |
| ALPHABET INC CLASS CLASS A | GOOGL | Communication Services | 4.54% | 61,722 | - | - | $17,748 |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | Other | 4.35% | 186,312 | -4,543 | -2.38% | $17,023 |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | EEMV | Other | 3.68% | 222,435 | -3,968 | -1.75% | $14,398 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | Technology | 3.01% | 34,816 | - | - | $11,766 |
| MICROSOFT CORP | MSFT | Technology | 2.44% | 25,817 | -22 | -0.09% | $9,556 |
| VISA INC CLASS CLASS A | V | Financial Services | 1.82% | 23,551 | -1 | -0.00% | $7,118 |
| WALMART INC | WMT | Consumer Defensive | 1.45% | 45,727 | -64 | -0.14% | $5,682 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.42% | 16,938 | -133 | -0.78% | $5,570 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.37% | 15,900 | - | - | $5,371 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 1.32% | 29,881 | +171 | +0.58% | $5,141 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 1.28% | 26,084 | - | - | $5,006 |
| MCKESSON CORP | MCK | Healthcare | 1.15% | 5,192 | -1 | -0.02% | $4,492 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.05% | 15,101 | -100 | -0.66% | $4,086 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.95% | 23,358 | - | - | $3,730 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 0.89% | 7,259 | -18 | -0.25% | $3,478 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.86% | 10,804 | -19 | -0.18% | $3,357 |
| THE CIGNA GROUP | CI | Healthcare | 0.85% | 12,467 | -37 | -0.30% | $3,325 |
| ISHARES GLOBAL REIT ETF | REET | Other | 0.82% | 128,087 | -12,117 | -8.64% | $3,221 |
| AMGEN INC | AMGN | Healthcare | 0.81% | 8,999 | - | - | $3,166 |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | NVO | Healthcare | 0.80% | 84,741 | -1,506 | -1.75% | $3,114 |
| RTX CORP | RTX | Industrials | 0.70% | 14,216 | - | - | $2,742 |
| SHELL PLC FTENDER OFFER EXP: | SHEL | Energy | 0.70% | 29,281 | -78 | -0.27% | $2,723 |
| CISCO SYS INC | CSCO | Technology | 0.69% | 34,978 | -181 | -0.51% | $2,713 |
| NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | NVS | Healthcare | 0.69% | 17,763 | -7 | -0.04% | $2,713 |
| MASTERCARD INC CLASS CLASS A | MA | Financial Services | 0.66% | 5,162 | - | - | $2,579 |
| RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | RELX | Industrials | 0.63% | 74,173 | -1,794 | -2.36% | $2,458 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | Other | 0.62% | 1,830 | - | - | $2,417 |
| CME GROUP INC CLASS CLASS A | CME | Financial Services | 0.62% | 8,161 | +12 | +0.15% | $2,410 |
| TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS | TGS | Energy | 0.60% | 67,415 | +2,019 | +3.09% | $2,333 |
| BROADCOM INC | AVGO | Technology | 0.59% | 7,471 | - | - | $2,312 |
| VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | VIPS | Consumer Cyclical | 0.58% | 143,879 | -3,840 | -2.60% | $2,261 |
| IMPERIAL OIL LTD F | IMO | Energy | 0.57% | 17,166 | - | - | $2,245 |
| CHUBB LTD F | CB | Financial Services | 0.57% | 6,862 | -32 | -0.46% | $2,236 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 0.57% | 10,646 | - | - | $2,217 |
| FEDEX CORP | FDX | Industrials | 0.56% | 6,100 | - | - | $2,172 |
| PACCAR INC | PCAR | Industrials | 0.54% | 18,359 | +396 | +2.20% | $2,120 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.54% | 4,845 | - | - | $2,102 |
| CGI INC FCLASS CLASS A | GIB | Technology | 0.54% | 28,633 | -829 | -2.81% | $2,093 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.54% | 3,067 | - | - | $2,092 |
| RB GLOBAL INC F | RBA | Industrials | 0.53% | 21,603 | -7 | -0.03% | $2,070 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.52% | 2,047 | -31 | -1.49% | $2,039 |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | Other | 0.50% | 16,421 | +315 | +1.96% | $1,962 |
| ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | IX | Financial Services | 0.49% | 63,234 | -87 | -0.14% | $1,896 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.48% | 3,126 | -30 | -0.95% | $1,889 |
| TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | TM | Consumer Cyclical | 0.48% | 9,168 | -40 | -0.43% | $1,889 |
| INTERCONTINENTAL EXCHANG | ICE | Financial Services | 0.48% | 11,895 | - | - | $1,870 |
| AFLAC INC | AFL | Financial Services | 0.46% | 16,468 | -149 | -0.90% | $1,806 |
| ELEVANCE HEALTH INC | ELV | Healthcare | 0.46% | 6,081 | +52 | +0.86% | $1,780 |
| FERRARI N V NEW F | RACE | Other | 0.45% | 5,235 | -84 | -1.58% | $1,771 |
| EBAY INC | EBAY | Consumer Cyclical | 0.45% | 19,220 | - | - | $1,749 |
| PNC FINL SERVICES | PNC | Financial Services | 0.44% | 8,255 | - | - | $1,717 |
| CANADIAN NATL RY CO F | CNI | Industrials | 0.43% | 16,394 | +200 | +1.24% | $1,684 |
| JOHNSON CONTROLS INT F | JCI | Industrials | 0.42% | 12,603 | - | - | $1,650 |
| COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | BVN | Basic Materials | 0.41% | 45,012 | -716 | -1.57% | $1,622 |
| LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | LVMUY | Consumer Cyclical | 0.41% | 14,800 | +14,800 | +100.00% | $1,616 |
| ACCENTURE PLC IRELAND FCLASS CLASS A | ACN | Technology | 0.41% | 8,088 | - | - | $1,603 |
| COMCAST CORP NEW CLASS A | CMCSA | Communication Services | 0.38% | 52,355 | +3,066 | +6.22% | $1,503 |
| TAKE-TWO INTERACTIVE SOF | TTWO | Communication Services | 0.38% | 7,560 | - | - | $1,493 |
| ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ABBNY | Industrials | 0.37% | 18,073 | +18,073 | +100.00% | $1,454 |
| BERKSHIRE HATHAWAY INC DCLASS A | BRK-A | Financial Services | 0.37% | 2 | - | - | $1,436 |
| BROOKFIELD CORP FCLASS A | BN | Financial Services | 0.37% | 35,351 | - | - | $1,430 |
| CATERPILLAR INC | CAT | Industrials | 0.36% | 1,996 | - | - | $1,414 |
| VANGUARD REAL ESTATE INDEX FUND ETF SHARES | VNQ | Other | 0.34% | 15,082 | - | - | $1,337 |
| NIKE INC CLASS CLASS B | NKE | Consumer Cyclical | 0.33% | 24,574 | - | - | $1,297 |
| ANGLOGOLD ASHANTI PLC F | AU | Other | 0.33% | 13,222 | -307 | -2.27% | $1,287 |
| SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | SAP | Technology | 0.32% | 7,375 | - | - | $1,262 |
| GARMIN LTD F | GRMN | Other | 0.31% | 5,256 | -76 | -1.43% | $1,219 |
| ROCKET COMPANIES CLA A CLASS A | RKT | Financial Services | 0.31% | 84,447 | - | - | $1,203 |
| IBM CORP | IBM | Technology | 0.30% | 4,916 | -24 | -0.49% | $1,191 |
| NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | NGG | Utilities | 0.30% | 13,810 | +47 | +0.34% | $1,168 |
| ELBIT SYSTEMS LTD F | M3760D101 | Other | 0.29% | 1,351 | - | - | $1,147 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.29% | 5,215 | - | - | $1,142 |
| SEMPRA | SRE | Utilities | 0.28% | 11,441 | -67 | -0.58% | $1,111 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.28% | 4,267 | - | - | $1,110 |
| NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS | NTTYY | Communication Services | 0.28% | 43,611 | +43,611 | +100.00% | $1,087 |
| STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF | RWO | Other | 0.27% | 23,237 | - | - | $1,063 |
| INVESCO S&P SMALLCAP 600PURE VALUE ETF | RZV | Other | 0.27% | 8,363 | -158 | -1.85% | $1,040 |
| COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS | KOF | Consumer Defensive | 0.26% | 10,590 | -175 | -1.63% | $1,033 |
| AUTOMATIC DATA PROCESSIN | ADP | Technology | 0.26% | 5,079 | -926 | -15.42% | $1,031 |
| HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | HSBC | Financial Services | 0.26% | 12,504 | +59 | +0.47% | $1,031 |
| DISNEY WALT CO | DIS | Communication Services | 0.26% | 10,567 | - | - | $1,018 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.25% | 6,847 | -7 | -0.10% | $988 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.25% | 5,653 | -90 | -1.57% | $980 |
| LYONDELLBASELL INDUSTR FCLASS A | LYB | Other | 0.25% | 11,976 | +81 | +0.68% | $964 |
| THE COCA-COLA CO | KO | Consumer Defensive | 0.25% | 12,624 | +141 | +1.13% | $960 |
| UNION PAC CORP | UNP | Industrials | 0.24% | 3,901 | - | - | $946 |
| AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS | AMX | Communication Services | 0.21% | 31,933 | +20,267 | +173.73% | $813 |
| PEPSICO INC | PEP | Consumer Defensive | 0.21% | 5,176 | - | - | $803 |
| AXIA ENERGIA ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | EBR | Utilities | 0.20% | 70,179 | - | - | $791 |
| GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS | GFI | Basic Materials | 0.20% | 17,305 | - | - | $785 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.20% | 17,270 | -1,100 | -5.99% | $781 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.20% | 3,700 | - | - | $781 |
| MONDELEZ INTL INC CLASS A | MDLZ | Consumer Defensive | 0.20% | 13,380 | -675 | -4.80% | $771 |
| ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS | ATAT | Consumer Cyclical | 0.19% | 20,653 | -280 | -1.34% | $760 |
| BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | BTI | Consumer Defensive | 0.19% | 12,815 | -103 | -0.80% | $749 |
| AT&T INC | T | Communication Services | 0.19% | 25,662 | +3,295 | +14.73% | $743 |
| LINDE PLC F | LIN | Other | 0.19% | 1,493 | +321 | +27.39% | $740 |