# Lester Murray Antman dba SimplyRich

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1725888. Source: https://holderbook.com/funds/1725888-lester-murray-antman-dba-simplyrich/

- Reported value: $427.1M
- Positions: 166
- Weight of the ten largest: 45.5%
- Filed: 2026-08-03

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $33.7M | 95,308 | 7.9% | 29 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $31.0M | 107,218 | 7.3% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $22.1M | 61,722 | 5.2% | 29 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $21.9M | 226,613 | 5.1% | 11 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $18.4M | 15,900 | 4.3% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $16.6M | 34,816 | 3.9% | 31 |
| ISHARES INC | [EEMV](https://holderbook.com/stocks/EEMV/) | $16.5M | 218,941 | 3.9% | 11 |
| ISHARES TR | [EFAV](https://holderbook.com/stocks/EFAV/) | $16.3M | 186,185 | 3.8% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.6M | 25,800 | 2.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $8.1M | 23,551 | 1.9% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $6.4M | 15,443 | 1.5% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.9M | 16,711 | 1.4% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $5.5M | 26,084 | 1.3% | 11 |
| SOUTHERN COPPER CORP | [SCCO](https://holderbook.com/stocks/SCCO/) | $5.3M | 30,164 | 1.2% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $5.2M | 45,683 | 1.2% | 31 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $4.7M | 97,277 | 1.1% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $4.1M | 34,849 | 1.0% | 31 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $3.9M | 5,194 | 0.9% | 29 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $3.6M | 1,830 | 0.9% | 29 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.6M | 7,259 | 0.9% | 29 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.6M | 23,503 | 0.8% | 31 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $3.4M | 12,379 | 0.8% | 21 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $3.3M | 118,328 | 0.8% | 11 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $3.3M | 8,999 | 0.8% | 29 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.9M | 10,764 | 0.7% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.8M | 7,471 | 0.7% | 25 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $2.8M | 17,763 | 0.7% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.8M | 14,522 | 0.6% | 25 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $2.7M | 5,162 | 0.6% | 29 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $2.5M | 646,871 | 0.6% | 29 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.5M | 10,646 | 0.6% | 29 |
| ORIX CORP | [IX](https://holderbook.com/stocks/IX/) | $2.5M | 66,449 | 0.6% | 25 |
| RB GLOBAL INC | [RBA](https://holderbook.com/stocks/RBA/) | $2.5M | 21,603 | 0.6% | 13 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $2.5M | 22,013 | 0.6% | 29 |
| TOYOTA MOTOR CORP | [TM](https://holderbook.com/stocks/TM/) | $2.5M | 15,503 | 0.6% | 29 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.4M | 6,560 | 0.6% | 6 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $2.4M | 6,229 | 0.6% | 29 |
| RELX PLC | [RELX](https://holderbook.com/stocks/RELX/) | $2.4M | 74,441 | 0.6% | 31 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $2.4M | 82,768 | 0.6% | 11 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $2.3M | 6,775 | 0.5% | 29 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $2.3M | 70,136 | 0.5% | 7 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $2.3M | 29,281 | 0.5% | 18 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.2M | 53,741 | 0.5% | 29 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $2.2M | 18,327 | 0.5% | 29 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.2M | 42,381 | 0.5% | 29 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $2.1M | 19,220 | 0.5% | 31 |
| COMPANIA DE MINAS BUENAVENTU | [BVN](https://holderbook.com/stocks/BVN/) | $2.1M | 82,735 | 0.5% | 5 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.1M | 1,996 | 0.5% | 23 |
| HSBC HLDGS PLC | [HSBC](https://holderbook.com/stocks/HSBC/) | $2.0M | 48,742 | 0.5% | 13 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $2.0M | 8,255 | 0.5% | 29 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $2.0M | 4,845 | 0.5% | 29 |
| TRANSPORTADORA DE GAS DEL SU | [TGS](https://holderbook.com/stocks/TGS/) | $2.0M | 67,415 | 0.5% | 16 |
| ISHARES INC | [ACWV](https://holderbook.com/stocks/ACWV/) | $2.0M | 16,459 | 0.5% | 11 |
| FERRARI N V | [RACE](https://holderbook.com/stocks/RACE/) | $2.0M | 5,293 | 0.5% | 15 |
| CGI INC | [GIB](https://holderbook.com/stocks/GIB/) | $2.0M | 30,354 | 0.5% | 21 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $2.0M | 16,394 | 0.5% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $1.9M | 50,324 | 0.5% | 29 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $1.9M | 16,468 | 0.5% | 25 |
| IMPERIAL OIL LTD | [IMO](https://holderbook.com/stocks/IMO/) | $1.9M | 17,166 | 0.5% | 25 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.9M | 2,042 | 0.4% | 29 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $1.9M | 6,100 | 0.4% | 29 |
| NATIONAL GRID PLC | [NGG](https://holderbook.com/stocks/NGG/) | $1.9M | 62,150 | 0.4% | 29 |
| VIPSHOP HLDGS LTD | [VIPS](https://holderbook.com/stocks/VIPS/) | $1.9M | 143,872 | 0.4% | 18 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $1.9M | 17,093 | 0.4% | 29 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $1.9M | 7,560 | 0.4% | 17 |
| COCA-COLA FEMSA SAB DE CV | [KOF](https://holderbook.com/stocks/KOF/) | $1.9M | 33,619 | 0.4% | 19 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $1.8M | 30,646 | 0.4% | 2 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $1.8M | 12,603 | 0.4% | 25 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $1.8M | 38,891 | 0.4% | 29 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $1.8M | 8,147 | 0.4% | 29 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $1.8M | 20,144 | 0.4% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.7M | 7,811 | 0.4% | 29 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.7M | 12,431 | 0.4% | 31 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $1.7M | 16,468 | 0.4% | 29 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.7M | 19,959 | 0.4% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.6M | 20,857 | 0.4% | 31 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $1.5M | 35,351 | 0.4% | 15 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $1.5M | 11,895 | 0.3% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.4M | 11,746 | 0.3% | 29 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $1.4M | 5,777 | 0.3% | 29 |
| ROCKET COS INC | [RKT](https://holderbook.com/stocks/RKT/) | $1.3M | 84,447 | 0.3% | 3 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $1.3M | 36,182 | 0.3% | 31 |
| GARMIN LTD | [GRMN](https://holderbook.com/stocks/GRMN/) | $1.3M | 5,479 | 0.3% | 15 |
| BRITISH AMERN TOB PLC | [BTI](https://holderbook.com/stocks/BTI/) | $1.3M | 19,727 | 0.3% | 11 |
| SUN LIFE FINANCIAL INC. | [SLF](https://holderbook.com/stocks/SLF/) | $1.2M | 12,427 | 0.3% | 15 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $1.2M | 49,170 | 0.3% | 31 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $1.2M | 14,942 | 0.3% | 31 |
| SPDR INDEX SHS FDS | [RWO](https://holderbook.com/stocks/RWO/) | $1.2M | 23,237 | 0.3% | 11 |
| INVESCO EXCHANGE TRADED FD T | [RZV](https://holderbook.com/stocks/RZV/) | $1.1M | 7,558 | 0.3% | 11 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.1M | 99,591 | 0.3% | 11 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $1.1M | 35,806 | 0.3% | 29 |
| ANGLOGOLD ASHANTI PLC | [AU](https://holderbook.com/stocks/AU/) | $1.1M | 13,222 | 0.3% | 9 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.1M | 6,285 | 0.2% | 29 |
| FOMENTO ECONOMICO MEXICANO S | [FMX](https://holderbook.com/stocks/FMX/) | $1.0M | 9,398 | 0.2% | 13 |
| ELBIT SYS LTD | [ESLT](https://holderbook.com/stocks/ESLT/) | $1.0M | 1,351 | 0.2% | 5 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $1.0M | 8,088 | 0.2% | 29 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $966.0K | 2,239 | 0.2% | 10 |
| AMERICA MOVIL SAB DE CV | [AMX](https://holderbook.com/stocks/AMX/) | $945.0K | 36,367 | 0.2% | 5 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $878.0K | 3,700 | 0.2% | 16 |
| ASE TECHNOLOGY HLDG CO LTD | [ASX](https://holderbook.com/stocks/ASX/) | $800.0K | 17,749 | 0.2% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.7% | +14.8% | -3.1% | 99% |
| Q1 2026 | -1.8% | -4.6% | +2.9% | 100% |
| Q4 2025 | +4.2% | +2.4% | +1.8% | 100% |
| Q3 2025 | +7.2% | +7.8% | -0.6% | 99% |
| Q2 2025 | +4.0% | +10.5% | -6.4% | 99% |
| Q1 2025 | -1.1% | -4.6% | +3.5% | 99% |
| Q4 2024 | -2.5% | +2.1% | -4.6% | 100% |
| Q3 2024 | +5.4% | +5.4% | -0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $427.1M | 166 |
| Q1 2026 | $390.9M | 233 |
| Q4 2025 | $382.4M | 199 |
| Q3 2025 | $370.6M | 200 |
| Q2 2025 | $358.9M | 214 |
| Q1 2025 | $345.6M | 214 |
| Q4 2024 | $350.4M | 216 |
| Q3 2024 | $358.7M | 221 |
| Q2 2024 | $316.0M | 178 |
| Q1 2024 | $309.5M | 179 |
| Q4 2023 | $290.8M | 173 |
| Q3 2023 | $206.2M | 145 |