Lester Murray Antman Dba Simplyrich
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$391K
Q ending 2026-03-31
Prior quarter
$382K
Q ending 2025-12-31
Change
+2.2% QoQ · +13.1% YoY
Positions
233
reported holdings
Largest positions
Top 100 of 233 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc Class | GOOG | Shares | $27K | 95K |
| Apple Inc | AAPL | Shares | $27K | 107K |
| Ishares Msci Usa Min Volfactor Etf | USMV | Shares | $20K | 218K |
| Alphabet Inc Class | GOOGL | Shares | $18K | 62K |
| Ishares Msci Eafe Min Vol Factor | EFAV | Shares | $17K | 186K |
| Ishares Msci Emerging Markets Mi | EEMV | Shares | $14K | 222K |
| Taiwan Semiconductor M Fsponsored | TSM | Shares | $12K | 35K |
| Microsoft Corp | MSFT | Shares | $10K | 26K |
| Visa Inc Class | V | Shares | $7K | 24K |
| Walmart Inc | WMT | Shares | $6K | 46K |
| Home Depot Inc | HD | Shares | $6K | 17K |
| Micron Technology Inc | MU | Shares | $5K | 16K |
| Southern Copper Corp | SCCO | Shares | $5K | 30K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $5K | 26K |
| Mckesson Corp | MCK | Shares | $4K | 5K |
| Unitedhealth Group Inc | UNH | Shares | $4K | 15K |
| Tjx Cos Inc New | TJX | Shares | $4K | 23K |
| Berkshire Hathaway Class | BRK/B | Shares | $3K | 7K |
| Mcdonalds Corp | MCD | Shares | $3K | 11K |
| The Cigna Group | CI | Shares | $3K | 12K |
| Ishares Global Reit Etf | REET | Shares | $3K | 128K |
| Amgen Inc | AMGN | Shares | $3K | 9K |
| Novo-Nordisk A S Fsponsored | NVO | Shares | $3K | 85K |
| Rtx Corp | RTX | Shares | $3K | 14K |
| Shell Plc Ftender Off | SHEL | Shares | $3K | 29K |
| Cisco Sys Inc | CSCO | Shares | $3K | 35K |
| Novartis Ag Fsponsored | NVS | Shares | $3K | 18K |
| Mastercard Inc Class | MA | Shares | $3K | 5K |
| Relx Plc Fsponsored | RELX | Shares | $2K | 74K |
| Asml Hldg N V Fsponsored | Shares | $2K | 2K | |
| Cme Group Inc Class | CME | Shares | $2K | 8K |
| Transportadora De Gas Fsponsored | TGS | Shares | $2K | 67K |
| Broadcom Inc | AVGO | Shares | $2K | 7K |
| Vipshop Hldgs Ltd Fsponsored | VIPS | Shares | $2K | 144K |
| Imperial Oil Ltd F | IMO | Shares | $2K | 17K |
| Chubb Ltd F | Shares | $2K | 7K | |
| Amazon.Com Inc | AMZN | Shares | $2K | 11K |
| Fedex Corp | FDX | Shares | $2K | 6K |
| Paccar Inc | PCAR | Shares | $2K | 18K |
| Motorola Solutions Inc | MSI | Shares | $2K | 5K |
| Cgi Inc Fclass | GIB | Shares | $2K | 29K |
| Northrop Grumman Corp | NOC | Shares | $2K | 3K |
| Rb Global Inc F | RBA | Shares | $2K | 22K |
| Costco Whsl Corp New | COST | Shares | $2K | 2K |
| Ishares Msci Global Min Vol Factor | ACWV | Shares | $2K | 16K |
| Orix Corp Fsponsored | IX | Shares | $2K | 63K |
| Toyota Mtr Corp Fsponsored | TM | Shares | $2K | 9K |
| Lockheed Martin Corp | LMT | Shares | $2K | 3K |
| Intercontinental Exchang | ICE | Shares | $2K | 12K |
| Aflac Inc | AFL | Shares | $2K | 16K |
| Astrazeneca Plc F | Shares | $2K | 9K | |
| Elevance Health Inc | ELV | Shares | $2K | 6K |
| Ferrari N V New F | Shares | $2K | 5K | |
| Ebay Inc | EBAY | Shares | $2K | 19K |
| Pnc Finl Services | PNC | Shares | $2K | 8K |
| Canadian Natl Ry Co F | CNI | Shares | $2K | 16K |
| Johnson Controls Int F | Shares | $2K | 13K | |
| Compania De Minas Buen Fsponsored | BVN | Shares | $2K | 45K |
| Lvmh Moet Hennessy Lou Fsponsored | LVMUY | Shares | $2K | 15K |
| Accenture Plc Ireland Fclass | Shares | $2K | 8K | |
| Unilever Plc Fsponsored | UL | Shares | $2K | 28K |
| Comcast Corp New Class | CMCSA | Shares | $2K | 52K |
| Take-Two Interactive Sof | TTWO | Shares | $1K | 8K |
| Abb Ltd Fsponsored | ABBNY | Shares | $1K | 18K |
| Berkshire Hathaway Inc Dclass | BRK/A | Shares | $1K | 2 |
| Brookfield Corp Fclass | BN | Shares | $1K | 35K |
| Caterpillar Inc | CAT | Shares | $1K | 2K |
| Vanguard Real Estate Index Fund | VNQ | Shares | $1K | 15K |
| Nike Inc Class | NKE | Shares | $1K | 25K |
| Anglogold Ashanti Plc F | Shares | $1K | 13K | |
| Sap Se Fsponsored | SAP | Shares | $1K | 7K |
| Garmin Ltd F | Shares | $1K | 5K | |
| Rocket Companies Cla A Class | RKT | Shares | $1K | 84K |
| Ibm Corp | IBM | Shares | $1K | 5K |
| Ntnl Grid Plc Adr Fsponsored | NGG | Shares | $1K | 14K |
| Elbit Systems Ltd F | Shares | $1K | 1K | |
| Republic Svcs Inc | RSG | Shares | $1K | 5K |
| Sempra | SRE | Shares | $1K | 11K |
| Illinois Tool Wks Inc | ITW | Shares | $1K | 4K |
| Ntt Inc Fsponsored | NTTYY | Shares | $1K | 44K |
| State Street Spdr Dow Jones Glob | RWO | Shares | $1K | 23K |
| Invesco S&P Smallcap 600Pure Value | RZV | Shares | $1K | 8K |
| Coca-Cola Femsa S A Eq Fsponsored | KOF | Shares | $1K | 11K |
| Automatic Data Processin | ADP | Shares | $1K | 5K |
| Hsbc Hldgs Plc Fsponsored | HSBC | Shares | $1K | 13K |
| Disney Walt Co | DIS | Shares | $1K | 11K |
| Procter & Gamble Co | PG | Shares | $988 | 7K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $980 | 6K |
| Lyondellbasell Industr Fclass | Shares | $964 | 12K | |
| The Coca-Cola Co | KO | Shares | $960 | 13K |
| Union Pac Corp | UNP | Shares | $946 | 4K |
| America Movil S A B De Fsponsored | AMX | Shares | $813 | 32K |
| Pepsico Inc | PEP | Shares | $803 | 5K |
| Axia Energia Adr Fsponsored | AXIA | Shares | $791 | 70K |
| Gold Fields Ltd New Fsponsored | GFI | Shares | $785 | 17K |
| Cardinal Health Inc | CAH | Shares | $781 | 4K |
| Paypal Hldgs Inc | PYPL | Shares | $781 | 17K |
| Mondelez Intl Inc Class | MDLZ | Shares | $771 | 13K |
| Atour Lifestyle Hldgs Funsponsore | ATAT | Shares | $760 | 21K |
| British Amern Tob Plc Funsponsore | BTI | Shares | $749 | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.