Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of Sept. 30, 2023

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 145 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.2 $19M 111k 171.21
Alphabet Cap Stk Cl C (GOOG) 6.4 $13M 100k 131.84
Microsoft Corporation (MSFT) 4.0 $8.3M 26k 315.74
Alphabet Cap Stk Cl A (GOOGL) 3.9 $8.1M 62k 130.85
Novo-nordisk A S Adr (NVO) 3.8 $7.9M 87k 90.93
UnitedHealth (UNH) 3.7 $7.7M 15k 504.19
Visa Com Cl A (V) 2.6 $5.4M 24k 229.99
Home Depot (HD) 2.5 $5.1M 17k 302.13
Cigna Corp (CI) 1.7 $3.6M 13k 286.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.5 $3.1M 35k 86.90
Cgi Cl A Sub Vtg (GIB) 1.4 $2.9M 30k 98.48
McDonald's Corporation (MCD) 1.3 $2.7M 10k 263.35
Anthem (ELV) 1.3 $2.6M 6.0k 435.32
Relx Sponsored Adr (RELX) 1.2 $2.5M 76k 33.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.5M 7.1k 350.20
Accenture Plc Ireland Shs Class A (ACN) 1.2 $2.5M 8.1k 307.00
Amgen (AMGN) 1.2 $2.5M 9.2k 268.72
Nike CL B (NKE) 1.2 $2.5M 26k 95.60
Comcast Corp Cl A (CMCSA) 1.1 $2.4M 53k 44.33
Wal-Mart Stores (WMT) 1.1 $2.3M 15k 159.90
Vipshop Holdings Sponsored Ads A (VIPS) 1.1 $2.3M 145k 16.00
McKesson Corporation (MCK) 1.1 $2.2M 5.0k 434.70
Lauder Estee Cos Cl A (EL) 1.0 $2.1M 15k 144.49
Southern Copper Corporation (SCCO) 1.0 $2.1M 28k 75.28
TJX Companies (TJX) 1.0 $2.1M 23k 88.88
Mastercard Incorporated Cl A (MA) 1.0 $2.0M 5.2k 395.78
Archer Daniels Midland Company (ADM) 1.0 $2.0M 26k 75.42
Canadian Natl Ry (CNI) 1.0 $2.0M 18k 108.31
Shell Spon Ads (SHEL) 0.8 $1.7M 27k 64.36
Cisco Systems (CSCO) 0.8 $1.7M 32k 53.74
Toyota Motor Corp Ads (TM) 0.8 $1.7M 9.3k 179.67
FedEx Corporation (FDX) 0.8 $1.7M 6.2k 264.81
Novartis Sponsored Adr (NVS) 0.8 $1.6M 16k 101.82
Unilever Spon Adr New (UL) 0.8 $1.6M 33k 49.39
Paccar (PCAR) 0.8 $1.6M 19k 84.97
Ferrari Nv Ord (RACE) 0.8 $1.6M 5.4k 295.43
Cme (CME) 0.7 $1.5M 7.6k 200.21
Amazon (AMZN) 0.7 $1.4M 11k 127.04
Chubb (CB) 0.7 $1.4M 6.8k 208.11
Northrop Grumman Corporation (NOC) 0.7 $1.3M 3.1k 440.17
Intercontinental Exchange (ICE) 0.6 $1.3M 12k 109.97
Rb Global (RBA) 0.6 $1.3M 21k 62.46
Motorola Solutions Com New (MSI) 0.6 $1.3M 4.9k 272.13
Lyondellbasell Industries N Shs - A - (LYB) 0.6 $1.3M 14k 94.70
Automatic Data Processing (ADP) 0.6 $1.3M 5.2k 240.44
Astrazeneca Sponsored Adr (AZN) 0.6 $1.1M 17k 67.69
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.1M 1.9k 588.54
Lockheed Martin Corporation (LMT) 0.5 $1.1M 2.7k 408.67
Paypal Holdings (PYPL) 0.5 $1.1M 19k 58.46
Marsh & McLennan Companies (MMC) 0.5 $1.1M 5.7k 190.20
Micron Technology (MU) 0.5 $1.1M 16k 67.99
Honda Motor Amern Shs (HMC) 0.5 $1.1M 32k 33.61
AFLAC Incorporated (AFL) 0.5 $1.1M 14k 76.71
Fiserv (FI) 0.5 $1.1M 9.5k 112.91
Imperial Oil Com New (IMO) 0.5 $1.1M 17k 61.62
Take-Two Interactive Software (TTWO) 0.5 $1.1M 7.6k 140.34
Raytheon Technologies Corp (RTX) 0.5 $1.1M 15k 71.96
Costco Wholesale Corporation (COST) 0.5 $1.0M 1.8k 564.91
Procter & Gamble Company (PG) 0.5 $1.0M 7.0k 145.75
PNC Financial Services (PNC) 0.5 $1.0M 8.3k 122.71
Mondelez Intl Cl A (MDLZ) 0.5 $1.0M 15k 69.36
National Grid Sponsored Adr Ne (NGG) 0.5 $998k 17k 60.58
Illinois Tool Works (ITW) 0.5 $982k 4.3k 230.14
Walt Disney Company (DIS) 0.5 $973k 12k 81.04
Sap Se Spon Adr (SAP) 0.5 $953k 7.4k 129.22
Activision Blizzard 0.5 $939k 10k 93.56
Pepsi (PEP) 0.4 $913k 5.4k 169.36
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.4 $900k 12k 78.41
Sempra Energy (SRE) 0.4 $875k 13k 68.02
Thomson Reuters Corp. (TRI) 0.4 $865k 7.1k 122.28
eBay (EBAY) 0.4 $847k 19k 44.07
Transportadora De Gas Sur Sponsored Ads B (TGS) 0.4 $840k 83k 10.17
Union Pacific Corporation (UNP) 0.4 $806k 4.0k 203.59
Intel Corporation (INTC) 0.4 $779k 22k 35.52
Coca-Cola Company (KO) 0.4 $746k 13k 55.96
CVS Caremark Corporation (CVS) 0.4 $745k 11k 69.76
Republic Services (RSG) 0.4 $743k 5.2k 142.47
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $737k 24k 31.27
Wipro Spon Adr 1 Sh (WIT) 0.4 $734k 152k 4.84
Totalenergies Se Sponsored Ads (TTE) 0.3 $682k 10k 65.71
Johnson Ctls Intl SHS (JCI) 0.3 $670k 13k 53.16
Abb Sponsored Adr (ABBNY) 0.3 $643k 18k 35.58
Broadcom (AVGO) 0.3 $624k 752.00 829.79
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.3 $612k 10k 59.64
Euronav Nv SHS (CMBT) 0.3 $595k 36k 16.41
Target Corporation (TGT) 0.3 $592k 5.4k 110.51
Orix Corp Sponsored Adr (IX) 0.3 $589k 6.3k 93.80
Centrais Eletricas Brasileir Sponsored Adr (EBR) 0.3 $578k 79k 7.31
Infosys Sponsored Adr (INFY) 0.3 $561k 33k 17.09
Aon Shs Cl A (AON) 0.3 $554k 1.7k 323.79
Willis Towers Watson SHS (WTW) 0.3 $552k 2.6k 208.70
Caterpillar (CAT) 0.3 $544k 2.0k 272.55
Check Point Software Tech Lt Ord (CHKP) 0.3 $520k 3.9k 133.20
Merck & Co (MRK) 0.3 $516k 5.0k 102.77
Aptiv SHS (APTV) 0.2 $503k 5.1k 98.57
D.R. Horton (DHI) 0.2 $493k 4.6k 107.29
Emerson Electric (EMR) 0.2 $483k 5.0k 96.45
Logitech Intl S A SHS (LOGI) 0.2 $482k 7.0k 68.85
Telefonica S A Sponsored Adr (TEF) 0.2 $478k 118k 4.07
Oracle Corporation (ORCL) 0.2 $435k 4.1k 105.76
International Business Machines (IBM) 0.2 $426k 3.0k 139.99
Waste Management (WM) 0.2 $422k 2.8k 152.18
Mr Cooper Group (COOP) 0.2 $419k 7.8k 53.50
Linde SHS (LIN) 0.2 $394k 1.1k 371.70
Alcon Ord Shs (ALC) 0.2 $388k 5.0k 76.95
Sirius Xm Holdings 0.2 $382k 85k 4.51
Agilent Technologies Inc C ommon (A) 0.2 $380k 3.4k 111.76
Diageo Spon Adr New (DEO) 0.2 $377k 2.5k 149.07
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.2 $376k 22k 17.30
Rogers Communications CL B (RCI) 0.2 $371k 9.7k 38.38
Netease Sponsored Ads (NTES) 0.2 $354k 3.5k 100.08
Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $339k 9.5k 35.84
West Fraser Timb (WFG) 0.2 $336k 4.6k 72.37
Rentokil Initial Sponsored Adr (RTO) 0.2 $331k 9.0k 36.95
Cardinal Health (CAH) 0.2 $321k 3.7k 86.76
Meta Platforms Cl A (META) 0.2 $317k 1.1k 299.34
Pearson Sponsored Adr (PSO) 0.1 $304k 29k 10.51
SYSCO Corporation (SYY) 0.1 $304k 4.6k 65.99
United Parcel Service CL B (UPS) 0.1 $292k 1.9k 155.40
Capital One Financial (COF) 0.1 $285k 2.9k 96.97
AutoZone (AZO) 0.1 $276k 109.00 2532.11
Te Connectivity SHS 0.1 $271k 2.2k 123.18
Thermo Fisher Scientific (TMO) 0.1 $269k 532.00 505.64
Nice Sponsored Adr (NICE) 0.1 $266k 1.6k 169.53
General Dynamics Corporation (GD) 0.1 $265k 1.2k 220.28
Public Storage (PSA) 0.1 $262k 995.00 263.32
Open Text Corp (OTEX) 0.1 $260k 7.4k 35.05
Garmin SHS (GRMN) 0.1 $255k 2.4k 105.11
Baidu Spon Adr Rep A (BIDU) 0.1 $255k 1.9k 134.28
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $250k 16k 15.44
Charles Schwab Corporation (SCHW) 0.1 $247k 4.5k 54.77
HSBC HLDGS Spon Adr New (HSBC) 0.1 $239k 6.1k 39.44
Expeditors International of Washington (EXPD) 0.1 $233k 2.0k 114.38
Verizon Communications (VZ) 0.1 $233k 7.2k 32.36
O'reilly Automotive (ORLY) 0.1 $229k 252.00 908.73
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $227k 2.1k 108.72
Philip Morris International (PM) 0.1 $225k 2.4k 92.55
Keysight Technologies (KEYS) 0.1 $224k 1.7k 131.76
Sun Life Financial (SLF) 0.1 $218k 4.5k 48.65
Vale S A Sponsored Ads (VALE) 0.1 $209k 16k 13.35
Fastly Cl A (FSLY) 0.1 $205k 11k 19.10
Danaher Corporation (DHR) 0.1 $205k 830.00 246.99
Magna Intl Inc cl a (MGA) 0.1 $203k 3.8k 53.42
Lam Research Corporation 0.1 $203k 324.00 626.54
Valero Energy Corporation (VLO) 0.1 $203k 1.4k 141.46