greeksoup/ stock research
Stock research / United States / Funds / Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich

CIK 1725888 · latest 13F filed 6 November 2026 · Read the filing on EDGAR

Lester Murray Antman dba SimplyRich reported 223 US-listed holdings worth $427.8 million in its 13F for the quarter ended 30 September 2026, filed 6 November 2026. Its largest: Apple Inc. (8.1%), Alphabet Inc. (7.5%) and iShares Edge MSCI Min Vol USA ETF (5.2%). Against the quarter before, it opened 59 positions, added to 25, trimmed 87 and sold out of 2.

Reported holdings$427.8M+0.2% on Q2 2026
Positions223+57 on Q2 2026
The largest ten46.0%of its reported holdings
Latest 13FQ3 2026filed 6 November 2026
Where the money is
Added toHeldTrimmed
AAPL8.1%GOOG7.5%USMV5.2%GOOGL5.0%EFAV4.0%MU4.0%EEMV3.6%TSM3.6%MSFT3.0%V2.0%SCCO1.4%UNH1.3%209 more48.9%

The 14 largest of its 223 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $358.7 million in 221 positions$359MQ3 24Q4 2024: $350.4 million in 216 positions$350MQ4 24Q1 2025: $345.6 million in 214 positions$346MQ1 25Q2 2025: $358.9 million in 214 positions$359MQ2 25Q3 2025: $370.6 million in 200 positions$371MQ3 25Q4 2025: $382.4 million in 199 positions$382MQ4 25Q1 2026: $390.9 million in 233 positions$391MQ1 26Q2 2026: $427.1 million in 166 positions$427MQ2 26Q3 2026: $427.8 million in 223 positions$428MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +22.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +22.6%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 59Added 25Held 52Trimmed 87Sold out 2
Opened: 59Added: 25Held: 52Trimmed: 87Sold out: 2

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 59

  1. AstraZeneca PLC AZN$1.6 million
  2. Thomson Reuters Corporation TRI$824,580
  3. Target Corp. TGT$717,797
  4. Deere & Co. DE$689,010
  5. Rio Tinto plc RIO$683,298
  6. Sony Group Corporation SONY$637,475
  7. Haleon plc HLN$574,443
  8. Pearson PLC PSO$566,212

and 51 more in the table below

Added to 25

  1. Meta Platforms, Inc. META+614 shares · +58%
  2. Comcast Corp. CMCSA+10,873 shares · +22%
  3. Manulife Financial Corporation MFC+4,641 shares · +51%
  4. Nutrien Ltd. NTR+2,778 shares · +78%
  5. RELX PLC RELX+5,375 shares · +7%
  6. Tenaris S A TS+2,968 shares · +52%
  7. Anheuser-Busch InBev SA/NV BUD+2,061 shares · +40%
  8. iShares Edge MSCI Min Vol USA ETF USMV+1,424 shares · +1%

and 17 more in the table below

Trimmed 87

  1. Berkshire Hathaway Inc. Del-6,558 shares · -100%
  2. Lockheed Martin Corp. LMT-643,755 shares · -100%
  3. Vanguard Specialized Funds VIG-96,489 shares · -97%
  4. Lam Research Corp. LRCX-66,896 shares · -95%
  5. Illinois Tool Works Inc. ITW-44,989 shares · -89%
  6. International Business Machines Corp. IBM-49,046 shares · -91%
  7. Automatic Data Processing Inc. ADP-35,846 shares · -85%
  8. Northrop Grumman Corp. NOC-19,074 shares · -87%

and 79 more in the table below

Sold out of 2

  1. Centrais Eletricas Brasileir AXIAY$741,000 last quarter
  2. ZTO Express (Cayman) Inc. ZTO$248,000 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL104.3K$34.7 million8.12%-2.9K
Alphabet Inc. GOOG94.6K$32.2 million7.54%-666
iShares Edge MSCI Min Vol USA ETF USMV228.0K$22.2 million5.19%+1.4K
Alphabet Inc. GOOGL61.6K$21.2 million4.96%-91
iShares Trust EFAV186.2K$17.0 million3.97%+15
Micron Technology Inc. MU15.9K$16.9 million3.96%no change
iShares Edge MSCI Min Vol Emerg Mkts ETF EEMV209.7K$15.5 million3.63%-9.2K
Taiwan Semiconductor Manufacturing Company Limited TSM34.0K$15.5 million3.63%-781
Microsoft Corp. MSFT25.3K$13.0 million3.03%-494
Visa Inc. V23.3K$8.4 million1.96%-233
Southern Copper Corp. SCCO29.7K$6.0 million1.41%-491
UnitedHealth Group Inc. UNH15.2K$5.6 million1.31%-196
Invesco Exchange Traded FD T RSP26.1K$5.4 million1.27%no change
Home Depot, Inc. HD16.6K$4.7 million1.10%-160
Walmart Inc. WMT44.6K$4.6 million1.08%-1.1K
McKesson Corp. MCK5.2K$4.5 million1.04%+34
Amgen Inc. AMGN9.0K$3.8 million0.88%-46
Cisco Systems, Inc. CSCO34.5K$3.7 million0.87%-396
Novo Nordisk A/S NVO96.7K$3.7 million0.86%-552
Berkshire Hathaway Inc. Class B BRKB7.1K$3.5 million0.82%-186
Cigna Group CI12.4K$3.4 million0.79%no change
ASML Holding N.V. ASML1.8K$3.3 million0.78%no change
TJX Companies Inc. TJX23.4K$3.1 million0.72%-145
iShares Trust REET112.0K$2.9 million0.67%-6.4K
Mastercard Inc. MA5.2K$2.8 million0.67%no change
Shell plc SHEL29.4K$2.8 million0.65%+93
RTX Corp. RTX14.5K$2.7 million0.63%+1
Amazon.com Inc. AMZN10.7K$2.7 million0.62%+13
RELX PLC RELX79.8K$2.6 million0.62%+5.4K
Novartis AG NVS17.8K$2.5 million0.59%no change
ORIX Corporation IX65.4K$2.5 million0.58%-1.0K
Elevance Health, Inc. ELV6.2K$2.4 million0.57%no change
Broadcom Inc. AVGO6.6K$2.3 million0.54%-835
McDonald's Corp. MCD9.8K$2.3 million0.53%-952
Chubb Ltd. CB6.8K$2.2 million0.52%no change
Motorola Solutions, Inc. MSI4.8K$2.2 million0.51%no change
Cgi Inc. GIB31.2K$2.1 million0.50%+861
CME Group Inc. CME7.9K$2.1 million0.49%-217
Canadian Natl Ry Co. CNI17.3K$2.1 million0.48%+944
Ebay Inc. EBAY19.2K$2.0 million0.48%no change
Ferrari N.V. RACE5.2K$2.0 million0.47%-127
iShares ETFs ACWV16.5K$2.0 million0.47%-2
Paccar Inc. PCAR18.2K$2.0 million0.47%-150
Imperial Oil Ltd. IMO15.4K$1.9 million0.44%-1.8K
Johnson Controls International plc JCI12.6K$1.9 million0.44%-19
Unilever plc UL30.6K$1.9 million0.43%-73
PNC Financial Services Group, Inc. PNC8.3K$1.8 million0.43%no change
Aflac Inc. AFL16.3K$1.8 million0.43%-156
Costco Wholesale Corp. COST2.0K$1.8 million0.42%-72
Intercontinental Exchange, Inc. ICE11.4K$1.7 million0.41%-445
FedEx Corp. FDX6.0K$1.7 million0.40%-50
Vipshop Hldgs Ltd VIPS137.7K$1.7 million0.40%-6.2K
Toyota Motor Corp. TM9.4K$1.7 million0.40%-6.1K
Automatic Data Processing Inc. ADP6.5K$1.7 million0.39%-35.8K
Transportadora De Gas Sur TGS64.6K$1.7 million0.39%-2.8K
RB Global Inc. RBA20.3K$1.7 million0.39%-1.3K
Lockheed Martin Corp. LMT3.1K$1.6 million0.37%-643.8K
AstraZeneca PLC AZN9.8K$1.6 million0.37%new
Garmin Ltd. GRMN5.5K$1.6 million0.37%no change
Take-Two Interactive Software, Inc. TTWO7.6K$1.6 million0.37%no change
SAP SE SAP7.4K$1.5 million0.36%-9.7K
Berkshire Hathaway Inc. Del2$1.5 million0.35%-6.6K
Caterpillar Inc. CAT1.8K$1.5 million0.35%-164
Accenture plc ACN8.0K$1.5 million0.34%-66
Intel Corp. INTC12.2K$1.5 million0.34%-200
Northrop Grumman Corp. NOC2.9K$1.4 million0.33%-19.1K
Illinois Tool Works Inc. ITW5.3K$1.4 million0.32%-45.0K
Vanguard Real Estate ETF VNQ15.1K$1.4 million0.32%-67.7K
Compania De Minas Buenaventu BVN41.7K$1.3 million0.31%-41.0K
Coca-Cola Femsa Sab De CV KOF12.1K$1.3 million0.31%-21.5K
Comcast Corp. CMCSA60.0K$1.3 million0.31%+10.9K
HSBC Holdings plc HSBC13.0K$1.3 million0.30%-35.7K
Brookfield Corporation BN35.4K$1.3 million0.30%no change
Anglogold Ashanti PLC AU13.0K$1.2 million0.28%-250
Meta Platforms, Inc. META1.7K$1.2 million0.28%+614
Dell Technologies Inc. DELL2.2K$1.2 million0.27%-66
Republic Services, Inc. RSG5.2K$1.1 million0.26%-33.7K
Coca-Cola Co. KO12.7K$1.1 million0.25%-7.3K
Walt Disney Co. DIS10.4K$1.1 million0.25%-10.5K
SPDR Index SHS FDS RWO23.2K$1.1 million0.25%no change
Lam Research Corp. LRCX3.2K$1.1 million0.25%-66.9K
Invesco Exchange Traded FD T RZV7.6K$1.0 million0.25%no change
National Grid plc NGG13.8K$1.0 million0.24%-48.3K
Union Pacific Corp. UNP3.8K$1.0 million0.24%-4.0K
International Business Machines Corp. IBM4.7K$1.0 million0.24%-49.0K
Rocket Companies, Inc. RKT84.4K$971,9850.23%no change
Procter & Gamble Co. PG6.5K$951,1480.22%-5.2K
Marsh & McLennan Companies, Inc. MRSH5.5K$944,9910.22%-242
Elbit Sys Ltd ESLT1.4K$921,3960.22%no change
PayPal Holdings, Inc. PYPL17.3K$907,1930.21%no change
TotalEnergies SE TTE10.4K$892,1930.21%+1.3K
CVS Health Corp. CVS10.3K$882,9500.21%-9.8K
Merck & Co., Inc. MRK6.1K$882,9040.21%+17
Sempra SRE11.2K$876,1140.20%-5.2K
Nomura Holdings Inc. NMR88.1K$862,0680.20%no change
Thomson Reuters Corporation TRI8.5K$824,5800.19%new
Cardinal Health Inc. CAH3.7K$823,2500.19%no change
Sun Life Financial Inc. SLF10.5K$819,0750.19%-1.9K
Keysight Technologies, Inc. KEYS2.2K$817,9980.19%no change
ASE Technology Holding Co., Ltd. ASX17.7K$789,1210.18%no change
Emerson Electric Co. EMR5.0K$776,7410.18%-30.8K
Petróleo Brasileiro S.A. (Petrobras) PBR37.0K$771,7730.18%+2.6K
British American Tobacco p.l.c. BTI14.0K$762,9060.18%-5.7K
Mondelez International, Inc. MDLZ13.1K$759,6970.18%-1.8K
Chunghwa Telecom Co. Ltd. CHT16.1K$733,6380.17%+1.2K
Gold Fields Ltd GFI20.2K$730,7080.17%-605
Vanguard Specialized Funds VIG3.1K$723,7280.17%-96.5K
Target Corp. TGT4.6K$717,7970.17%new
NetEase, Inc. NTES5.9K$714,3590.17%-35
Nike, Inc. NKE19.8K$700,1770.16%-16.4K
Deere & Co. DE1.0K$689,0100.16%new
LyondellBasell Industries N.V. LYB12.0K$688,2610.16%no change
Rio Tinto plc RIO7.3K$683,2980.16%new
America Movil Sab De CV AMX31.9K$676,6600.16%-4.4K
Linde plc LIN1.4K$672,5790.16%-76
Atour Lifestyle Hldgs Ltd ATAT20.6K$672,0370.16%no change
Capital One Financial Corp. COF3.4K$651,6110.15%no change
Fomento Economico Mexicano S FMX5.4K$640,2240.15%-4.0K
Sony Group Corporation SONY27.1K$637,4750.15%new
Waste Management Inc. WM3.1K$635,6190.15%-4
TC Energy Corporation TRP11.0K$634,5400.15%no change
D.R. Horton, Inc. DHI4.6K$627,9070.15%no change
Logitech International S.A. LOGI6.2K$625,1280.15%-538
PepsiCo Inc. PEP4.9K$623,2090.15%-1.4K
Wisdomtree Trust DLS7.1K$619,9750.14%no change
Euronav NV CMBT32.6K$617,7240.14%-534
Tower Semiconductor Ltd TSEM2.6K$601,0970.14%+142
Agilent Technologies, Inc. A3.4K$585,8540.14%no change
Manulife Financial Corporation MFC13.7K$585,4420.14%+4.6K
Cheniere Energy, Inc. LNG2.2K$584,6020.14%+73
Haleon plc HLN63.8K$574,4430.13%new
Pearson PLC PSO35.3K$566,2120.13%new
Takeda Pharmaceutical Company Limited TAK30.6K$556,6870.13%new
Valero Energy Corp. VLO1.4K$556,2200.13%no change
Suncor Energy Inc. SU8.2K$555,1770.13%new
Companhia De Saneamento Basico Do Estado De Sao Paulo - Sabesp SBS102.8K$545,6560.13%-3.3K
Willis Towers Watson plc WTW1.9K$545,0430.13%-82
Infosys Limited INFY49.9K$536,9350.13%new
Enbridge Inc. ENB11.5K$533,4730.12%-18
Petroleo Brasileiro SA Petro PBRA28.0K$532,3850.12%no change
Anheuser-Busch InBev SA/NV BUD7.2K$530,2330.12%+2.1K
SPDR S&P 500 SPY694$529,2650.12%no change
Kaspi KZ JSC KSPI5.4K$512,2510.12%+476
Canadian Natural Resources Limited CNQ10.7K$502,0960.12%new
Quest Diagnostics Inc. DGX2.1K$492,0110.12%no change
O'Reilly Automotive, Inc. ORLY5.7K$488,8010.11%-1.2K
Aegon Ltd AEG56.4K$486,3950.11%no change
AerCap Holdings N.V. AER3.4K$483,3750.11%+29
Tenaris S A TS8.7K$481,3900.11%+3.0K
Invesco DB Multi-Sector Comm DBP5.0K$477,6790.11%no change
Baidu, Inc. BIDU5.5K$477,6110.11%new
Aon plc AON1.7K$473,5530.11%-340
Vodafone Group Public Limited Company VOD29.3K$472,5970.11%no change
Fresenius Medical Care AG FMS20.8K$465,8170.11%new
Barrick Mining Corp B11.4K$465,6310.11%no change
TE Connectivity plc TEL2.2K$464,3760.11%no change
Philip Morris International Inc. PM2.4K$463,1200.11%new
Oracle Corp. ORCL3.3K$457,6210.11%-30
Alibaba Group Holding Limited BABA4.2K$456,6150.11%-14
SK Telecom Co Ltd SKM12.8K$446,1500.10%no change
Nutrien Ltd. NTR6.3K$445,1740.10%+2.8K
Charles Schwab Corp. SCHW4.5K$440,8070.10%new
Vale S.A. VALE32.5K$435,5170.10%new
Nokia Corporation NOK42.6K$431,8220.10%new
ConocoPhillips COP3.4K$430,6410.10%+1.0K
Teva Pharmaceutical Industries Ltd. TEVA10.8K$429,5020.10%new
Janux Therapeutics, Inc. JANX24.3K$420,1630.10%no change
Altria Group, Inc. MO6.2K$417,4410.10%no change
SPDR Gold Trust GLD1.1K$414,7350.10%no change
General Dynamics Corp. GD1.2K$399,1910.09%new
iShares Trust IJS3.1K$397,3660.09%new
Marathon Petroleum Corp. MPC984$389,0930.09%no change
Chevron Corp. CVX1.9K$381,2600.09%new
Fortinet, Inc. FTNT2.1K$379,5070.09%new
Verizon Communications Inc. VZ7.9K$364,4370.09%-678
Sysco Corp. SYY4.6K$359,1620.08%new
Verisk Analytics, Inc. VRSK2.1K$358,3600.08%new
ONEOK Inc. OKE4.1K$350,5450.08%new
CRH Public Ltd. Co. CRH4.1K$338,1550.08%no change
Telefonaktiebolaget LM Ericsson ERIC36.6K$335,1100.08%new
AT&T Inc. T13.6K$331,1570.08%-8.5K
Fedex Fght Hldg Co. Inc. Common Stock FDXF3.0K$330,7650.08%new
iShares Trust SHY4.1K$329,6720.08%new
U.S. Bancorp USB5.7K$329,4630.08%new
Archer-Daniels-Midland Co. ADM4.1K$327,5220.08%new
Veeva Systems Inc. VEEV1.1K$323,1290.08%new
Korea Elec Power KEP29.1K$319,4620.07%new
East West Bancorp Inc. EWBC2.5K$314,6580.07%new
Wheaton Precious Metals Corp. WPM2.3K$309,2940.07%new
Autozone Inc. AZO105$297,1520.07%new
Bunge Global SA BG2.8K$297,0000.07%new
Fox Corp. FOX5.2K$294,7310.07%+74
Otis Worldwide Corp. OTIS4.5K$288,8610.07%+65
First Horizon Corp. FHN12.5K$287,1050.07%new
Baker Hughes Co. BKR5.2K$284,9310.07%no change
Toronto-Dominion Bank TD2.4K$282,0720.07%new
Snap-on Inc. SNA769$279,4160.07%new
Brookfield Asset Management Ltd. BAM6.2K$278,4020.07%new
Expeditors International of Washington Inc. EXPD1.5K$274,0060.06%new
Allegion plc ALLE1.8K$271,8650.06%new
GoDaddy Inc. GDDY2.8K$266,0910.06%new
Public Storage PSA940$265,8700.06%-59
Intuit Inc. INTU952$262,4760.06%new
BioNTech SE BNTX2.7K$261,9700.06%no change
Packaging Corp. of America PKG1.1K$260,6690.06%new
Thermo Fisher Scientific Inc. TMO379$255,8440.06%new
Trip.com Group Limited TCOM6.5K$255,8310.06%+724
Royal Bank of Canada RY1.3K$253,0110.06%new
Fastly, Inc. FSLY9.7K$249,3580.06%new
Fastenal Co. FAST5.0K$246,2140.06%new
Alcon AG ALC3.8K$243,4600.06%-81
Check Point Software Technologies Ltd. CHKP1.9K$242,9670.06%-44
Citizens Financial Group Inc. CFG3.8K$240,8220.06%new
Koninklijke Philips N.V. PHG9.8K$239,8290.06%new
Cummins Inc. CMI459$237,1060.06%new
Sirius XM Holdings Inc. SIRI8.7K$224,1730.05%new
Booking Holdings Inc. BKNG1.4K$224,0010.05%no change
Beigene, Ltd ONC606$221,7600.05%new
Ambev S.A. ABEV75.0K$219,0000.05%no change
Corebridge Financial, Inc. CRBG6.4K$210,9080.05%new
Woodside Energy Group Ltd. WDS9.2K$204,2740.05%new
SLB Limited SLB4.1K$200,5800.05%new
Diageo plc DEO2.3K$200,3040.05%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.