Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of June 30, 2025

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 214 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.2 $22M 108k 205.17
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 5.7 $21M 219k 93.87
Alphabet Inc Class C cs (GOOG) 4.9 $18M 99k 177.39
Ishares Msci Eaf Min Volfct Etf Uie (EFAV) 4.8 $17M 204k 84.06
Ishs Msci Emerg Mrkt Minvol Fct Etf Uie (EEMV) 4.4 $16M 253k 62.80
Microsoft Corporation (MSFT) 3.6 $13M 26k 497.38
Alphabet Inc Class A cs (GOOGL) 3.0 $11M 62k 176.22
Visa (V) 2.3 $8.4M 24k 355.04
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 2.2 $7.9M 35k 226.48
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 1.8 $6.4M 92k 69.01
Home Depot (HD) 1.7 $6.3M 17k 366.59
Invesco S&p 500 Equal Weight Etf Uie (RSP) 1.3 $4.7M 26k 181.72
UnitedHealth (UNH) 1.3 $4.7M 15k 311.96
Wal-Mart Stores (WMT) 1.2 $4.5M 46k 97.77
Relx Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RELX) 1.2 $4.4M 81k 54.33
Ishares Global Reit Etf Uie (REET) 1.2 $4.2M 169k 24.70
Cigna Corp (CI) 1.2 $4.1M 13k 330.53
McKesson Corporation (MCK) 1.1 $3.8M 5.2k 732.61
Berkshire Hathaway (BRK.B) 1.0 $3.5M 7.3k 485.71
McDonald's Corporation (MCD) 0.9 $3.2M 11k 292.09
Cgi Inc Fclass A FGC (GIB) 0.9 $3.1M 30k 104.80
MasterCard Incorporated (MA) 0.8 $2.9M 5.2k 561.80
Southern Copper Corporation (SCCO) 0.8 $2.9M 29k 101.16
TJX Companies (TJX) 0.8 $2.9M 23k 123.47
Ferrari N V New F Fgo (RACE) 0.7 $2.6M 5.3k 490.72
Amgen (AMGN) 0.7 $2.5M 9.0k 279.16
Amazon (AMZN) 0.7 $2.5M 11k 219.33
Cisco Systems (CSCO) 0.7 $2.4M 35k 69.36
Accenture Plc Ireland Fclass A Fgo (ACN) 0.7 $2.4M 8.1k 298.84
Anthem (ELV) 0.7 $2.4M 6.2k 388.90
Cme (CME) 0.6 $2.3M 8.2k 275.58
Sap Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (SAP) 0.6 $2.2M 7.4k 304.00
Rb Global Inc F FGC (RBA) 0.6 $2.2M 21k 106.15
Vipshop Hldgs Ltd Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (VIPS) 0.6 $2.2M 146k 15.05
Intercontinental Exchange (ICE) 0.6 $2.2M 12k 183.44
Motorola Solutions (MSI) 0.6 $2.2M 5.2k 420.37
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVS) 0.6 $2.2M 18k 121.01
Costco Wholesale Corporation (COST) 0.6 $2.1M 2.1k 989.66
Raytheon Technologies Corp (RTX) 0.6 $2.1M 14k 145.96
Shell Plc Ftender Offer Exp: Adr (SHEL) 0.6 $2.1M 29k 70.41
Broadcom (AVGO) 0.6 $2.1M 7.5k 275.58
Chubb Ltd F Fgo (CB) 0.6 $2.0M 6.9k 289.68
Micron Technology (MU) 0.5 $2.0M 16k 123.21
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.5 $1.9M 32k 61.15
Automatic Data Processing (ADP) 0.5 $1.9M 6.2k 308.36
Ishares Msci Global Min Vol Fct Etf Uie (ACWV) 0.5 $1.9M 16k 118.55
Comcast Corporation (CMCSA) 0.5 $1.9M 52k 35.68
Canadian Natl Ry Co F FGC (CNI) 0.5 $1.9M 18k 104.00
Take-Two Interactive Software (TTWO) 0.5 $1.8M 7.6k 242.72
AFLAC Incorporated (AFL) 0.5 $1.8M 17k 105.43
Nike (NKE) 0.5 $1.8M 25k 71.02
Paccar (PCAR) 0.5 $1.7M 18k 95.01
Transportadora De Gas Fsponsored Adr 1 Adr Reps 5 Ord Adr (TGS) 0.5 $1.7M 65k 25.90
Fiserv (FI) 0.5 $1.6M 9.4k 172.33
Toyota Mtr Corp Fsponsored Adr 1 Adr Reps 10 Ord Adr (TM) 0.4 $1.6M 9.2k 172.16
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (LVMUY) 0.4 $1.6M 15k 105.00
PNC Financial Services (PNC) 0.4 $1.5M 8.3k 186.31
Northrop Grumman Corporation (NOC) 0.4 $1.5M 3.1k 499.84
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML) 0.4 $1.5M 1.9k 801.37
Lockheed Martin Corporation (LMT) 0.4 $1.5M 3.2k 462.91
Brookfield Corp Fclass A FGC (BN) 0.4 $1.5M 24k 61.82
Berkshire Hathaway (BRK.A) 0.4 $1.5M 2.00 728500.00
International Business Machines (IBM) 0.4 $1.5M 4.9k 294.62
eBay (EBAY) 0.4 $1.4M 19k 74.45
Thomson Reuters Corp F FGC (TRI) 0.4 $1.4M 7.1k 201.02
FedEx Corporation (FDX) 0.4 $1.4M 6.1k 227.21
Imperial Oil Ltd F FGC (IMO) 0.4 $1.4M 17k 79.46
Vanguard Real Estate Etf Uie (VNQ) 0.4 $1.4M 15k 89.03
Paypal Holdings (PYPL) 0.4 $1.4M 18k 74.31
Johnson Controls Int F Fgo (JCI) 0.4 $1.3M 13k 105.61
Walt Disney Company (DIS) 0.4 $1.3M 11k 123.97
Republic Services (RSG) 0.4 $1.3M 5.2k 246.60
Marsh & McLennan Companies (MMC) 0.4 $1.3M 5.9k 218.53
Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (AZN) 0.3 $1.2M 18k 69.87
Nippon Teleg & Tel Cor Fsponsored Adr 1 Adr Reps 25 Ord Adr (NTTYY) 0.3 $1.2M 44k 26.76
Mr Cooper Group 0.3 $1.1M 7.7k 149.15
Mondelez Int (MDLZ) 0.3 $1.1M 17k 67.39
Garmin Ltd F Fgo (GRMN) 0.3 $1.1M 5.3k 208.65
Procter & Gamble Company (PG) 0.3 $1.1M 6.9k 159.18
Abb Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (ABBNY) 0.3 $1.1M 18k 59.65
Illinois Tool Works (ITW) 0.3 $1.1M 4.3k 247.25
Coca-cola Femsa S A Eq Fsponsored Adr 1 Adr Reps 10 Ord Adr (KOF) 0.3 $1.0M 11k 96.70
Orix Corp Fsponsored Adr 1 Adr Reps 1 Ord Adr (IX) 0.3 $1.0M 46k 22.50
Spdr Dow Jones Glob Realest Etf Uie (RWO) 0.3 $1.0M 23k 44.11
Ntnl Grid Plc Adr Fsponsored Adr 1 Adr Reps 5 Ord Adr (NGG) 0.3 $960k 13k 74.39
Wipro Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (WIT) 0.3 $915k 303k 3.02
Oracle Corporation (ORCL) 0.3 $899k 4.1k 218.58
Invsc Sp Smallcap 600 Pure Value Etf Uie (RZV) 0.2 $897k 8.6k 104.70
Union Pacific Corporation (UNP) 0.2 $897k 3.9k 229.94
Coca-Cola Company (KO) 0.2 $889k 13k 70.75
Sempra Energy (SRE) 0.2 $864k 11k 75.72
Check Point Software T F Fgo (CHKP) 0.2 $814k 3.7k 221.20
Facebook Inc cl a (META) 0.2 $781k 1.1k 737.49
Caterpillar (CAT) 0.2 $774k 2.0k 387.78
Sony Group Corp Fsponsored Adr 1 Adr Reps 1 Ord Adr (SONY) 0.2 $756k 29k 26.01
Linde Plc F Fgo (LIN) 0.2 $756k 1.6k 468.98
Hsbc Hldgs Plc Fsponsored Adr 1 Adr Reps 5 Ord Adr (HSBC) 0.2 $749k 12k 60.72
Waste Management (WM) 0.2 $727k 3.2k 228.76
Compania De Minas Buen Fsponsored Adr 1 Adr Reps 1 Ord Adr (BVN) 0.2 $724k 44k 16.42
Capital One Financial (COF) 0.2 $718k 3.4k 212.74
Pearson Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (PSO) 0.2 $716k 48k 14.92
CVS Caremark Corporation (CVS) 0.2 $711k 10k 68.92
Atour Lifestyle Hldgs Funsponsored Adr 1 Adr Reps 3 Ord Adr (ATAT) 0.2 $703k 22k 32.50
Lyondellbasell Industr Fclass A Fgo (LYB) 0.2 $701k 12k 57.80
Pepsi (PEP) 0.2 $697k 5.3k 131.98
Chunghwa Telecom Co Lt Fsponsored Adr 1 Adr Reps 10 Ord Adr (CHT) 0.2 $694k 15k 46.57
Emerson Electric (EMR) 0.2 $667k 5.0k 133.19
Infosys Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (INFY) 0.2 $664k 36k 18.51
Netease Inc Fsponsored Adr 1 Adr Reps 5 Ord Adr (NTES) 0.2 $663k 4.9k 134.40
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN) 0.2 $656k 63k 10.37
At&t (T) 0.2 $649k 23k 28.90
Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Adr (ALIZY) 0.2 $645k 16k 40.49
Vanguard Dividend Appreciation Etf Uie (VIG) 0.2 $634k 3.1k 204.38
Bridgestone Corp Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (BRDCY) 0.2 $627k 31k 20.36
Schwab Prime Advantage Money Investor MMN (SWVXX) 0.2 $627k 628k 1.00
Cardinal Health (CAH) 0.2 $621k 3.7k 167.84
Qifu Technology Inc Funsponsored Adr 1 Adr Reps 2 Ord Adr (QFIN) 0.2 $619k 14k 43.32
Logitech Interntnl S F Fgo (LOGI) 0.2 $619k 6.9k 90.06
Willis Towers Watson P F Fgo (WTW) 0.2 $617k 2.0k 306.20
Anglogold Ashanti Plc F Fgo (AU) 0.2 $617k 14k 45.57
Aon Plc Fclass A Fgo (AON) 0.2 $610k 1.7k 356.52
Verizon Communications (VZ) 0.2 $596k 14k 43.26
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Adr (BABA) 0.2 $596k 5.3k 113.33
Wisdomtree Intl Smallcp Dividend Etf Uie (DLS) 0.2 $593k 7.9k 75.10
D.R. Horton (DHI) 0.2 $592k 4.6k 128.84
Fidelity Inflation-prot Bd Index MFB (FIPDX) 0.2 $591k 64k 9.28
Dodge & Cox Stock I MFC 0.2 $583k 2.2k 270.91
Komatsu Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (KMTUY) 0.2 $580k 18k 32.95
Vanguard Total Stock Mkt Idx Adm MFC (VTSAX) 0.2 $570k 3.9k 147.90
Janux Therapeutics (JANX) 0.2 $561k 24k 23.07
Fomento Economico Mexi Fsponsored Adr 1 Adr Reps 10 Ord Adr (FMX) 0.2 $548k 5.3k 102.93
Tc Energy Corp F FGC (TRP) 0.2 $544k 11k 48.75
Sun Life Finl Inc F FGC (SLF) 0.1 $529k 8.0k 66.41
Deere & Company (DE) 0.1 $528k 1.0k 508.18
Cheniere Energy (LNG) 0.1 $524k 2.2k 243.16
Enbridge Inc F FGC (ENB) 0.1 $523k 12k 45.27
Eletrobras Adr Adr Fsponsored Adr 1 Adr Reps 1 Ord Adr (EBR) 0.1 $521k 70k 7.42
British Amern Tob Plc Funsponsored Adr 1 Adr Reps 1 Ord Adr (BTI) 0.1 $521k 11k 47.25
Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (TEF) 0.1 $521k 100k 5.23
Tencent Music Entmt Gr F Adr (TME) 0.1 $506k 26k 19.46
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (TAK) 0.1 $502k 33k 15.44
AutoZone (AZO) 0.1 $501k 135.00 3711.11
Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord Adr (BIDU) 0.1 $482k 5.6k 85.72
Ishares 1-3 Year Treasrybond Etf Uie (SHY) 0.1 $482k 5.8k 82.69
Nomura Hldgs Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (NMR) 0.1 $479k 73k 6.57
Amcor Plc F Fgo (AMCR) 0.1 $479k 52k 9.18
Merck & Co (MRK) 0.1 $479k 6.1k 79.06
Target Corporation (TGT) 0.1 $466k 4.7k 98.60
Alcon Inc F Fgo (ALC) 0.1 $465k 5.3k 88.27
Totalenergies Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (TTE) 0.1 $462k 7.5k 61.29
Elbit Systems Ltd F Fgo (ESLT) 0.1 $461k 1.0k 449.32
Philip Morris International (PM) 0.1 $442k 2.4k 182.12
Finvolution Group Fsponsored Adr 1 Adr Reps 5 Ord Adr (FINV) 0.1 $431k 46k 9.47
Spdr S&p 500 Etf Uie (SPY) 0.1 $428k 694.00 616.71
Companhia De Saneament Fsponsored Adr 1 Adr Reps 1 Ord Adr (SBS) 0.1 $421k 19k 21.93
Dr Reddys Labs Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (RDY) 0.1 $420k 28k 15.00
Vanguard Total World Stock Index Admiral MFC (VTWAX) 0.1 $420k 9.2k 45.46
Charles Schwab Corporation (SCHW) 0.1 $411k 4.5k 91.13
Gold Fields Ltd New Fsponsored Adr 1 Adr Reps 1 Ord Adr (GFI) 0.1 $403k 17k 23.63
Agilent Technologies Inc C ommon (A) 0.1 $401k 3.4k 117.94
Quest Diagnostics Incorporated (DGX) 0.1 $377k 2.1k 179.27
Wheaton Precious Metal F FGC (WPM) 0.1 $377k 4.2k 89.74
Invesco Db Precious Metals Fund Uie (DBP) 0.1 $375k 5.0k 75.00
Crh Public Limited Co F Fgo (CRH) 0.1 $374k 4.1k 91.58
Te Connectivity Plc F Fgo (TEL) 0.1 $371k 2.2k 168.64
Altria (MO) 0.1 $371k 6.3k 58.50
Keysight Technologies (KEYS) 0.1 $368k 2.2k 163.77
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (TCOM) 0.1 $362k 6.2k 58.55
O'reilly Automotive (ORLY) 0.1 $360k 4.0k 89.89
Fortinet (FTNT) 0.1 $358k 3.4k 105.54
General Dynamics Corporation (GD) 0.1 $350k 1.2k 290.94
SYSCO Corporation (SYY) 0.1 $348k 4.6k 75.54
Brookfield Asset Mgmt Fclass A FGC (BAM) 0.1 $345k 6.3k 55.12
Basf Se Fsponsored Adr 1 Adr Rep 0.25 Ord Adr (BASFY) 0.1 $334k 27k 12.28
Spdr Gold Shares Etf Uie (GLD) 0.1 $331k 1.1k 303.95
Fidelity Total Market Index MFC (FSKAX) 0.1 $327k 1.9k 170.14
Petroleo Brasileiro Sa Fsponsored Adr 1 Adr Reps 2 Ord Adr (PBR.A) 0.1 $320k 28k 11.51
Booking Holdings (BKNG) 0.1 $318k 55.00 5781.82
Texas Instruments Incorporated (TXN) 0.1 $318k 1.5k 207.57
Lam Research (LRCX) 0.1 $315k 3.2k 97.22
Vodafone Group Plc New Fsponsored Adr 1 Adr Reps 10 Ord Adr (VOD) 0.1 $313k 29k 10.63
Cmb Tech Nv F Fgo (CMBT) 0.1 $308k 34k 9.00
Ishares S&p Small Cap 600 Etf Uie (IJS) 0.1 $308k 3.1k 99.29
Schwab Total Stock Market Index MFS (SWTSX) 0.1 $304k 2.9k 104.58
Biontech Se Funsponsored Adr 1 Adr Reps 1 Ord Adr (BNTX) 0.1 $302k 2.8k 106.45
Public Storage Reit Ret (PSA) 0.1 $294k 1.0k 293.12
Pdd Holdings Inc Adr Funsponsored Adr 1 Adr Reps 4 Ord Adr (PDD) 0.1 $293k 2.8k 104.46
Kellogg Company (K) 0.1 $289k 3.6k 79.33
Fox Corporation (FOX) 0.1 $285k 5.5k 51.45
Sk Telecom Co Ltd Fsponsored Adr 0.555555555556 Ord Adr (SKM) 0.1 $283k 12k 23.33
First Horizon National Corporation (FHN) 0.1 $280k 13k 21.19
Intel Corporation (INTC) 0.1 $278k 12k 22.36
Dell Technologies (DELL) 0.1 $275k 2.2k 122.39
Fidelity Blue Chip Growth MFC (FBGRX) 0.1 $273k 1.2k 236.16
Ball Corporation (BALL) 0.1 $266k 4.8k 55.89
Aegon Ltd Adr Adr Fsponsored Adr 1 Adr Reps 1 Ord Adr (AEG) 0.1 $263k 36k 7.24
Chevron Corporation (CVX) 0.1 $262k 1.8k 143.01
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Adr (DEO) 0.1 $247k 2.5k 100.61
Barrick Mng Corp F FGC (B) 0.1 $246k 12k 20.77
Tractor Supply Company (TSCO) 0.1 $246k 4.7k 52.56
Dodge & Cox Global Stock I MFC 0.1 $241k 15k 15.72
Corebridge Finl (CRBG) 0.1 $239k 6.7k 35.44
Verisk Analytics (VRSK) 0.1 $237k 761.00 311.43
Anheuser Busch Inbev S Fsponsored Adr 1 Adr Reps 1 Ord Adr (BUD) 0.1 $233k 3.4k 68.59
CF Industries Holdings (CF) 0.1 $226k 2.5k 91.94
Packaging Corporation of America (PKG) 0.1 $221k 1.2k 188.25
Snap-on Incorporated (SNA) 0.1 $218k 703.00 310.10
Vici Pptys Inc Reit Ret (VICI) 0.1 $216k 6.6k 32.50
America Movil S A B De Fsponsored Adr 1 Adr Reps 20 Ord Adr (AMX) 0.1 $209k 12k 17.92
Sirius XM Holdings (SIRI) 0.1 $208k 9.1k 22.95
Suzano S A Adr Fsponsored Adr 1 Adr Reps 1 Ord Adr (SUZ) 0.1 $204k 22k 9.38
Vanguard Global Minimum Volatility Admr MFC (VMNVX) 0.1 $204k 6.1k 33.27
Ke Hldgs Inc Sponsored Fsponsored Adr 1 Adr Reps 3 Ord Adr (BEKE) 0.1 $200k 11k 17.70
Moody's Corporation (MCO) 0.1 $200k 400.00 500.00