Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of Sept. 30, 2025

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 200 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.4 $28M 108k 254.63
Alphabet Cap Stk Cl C (GOOG) 6.5 $24M 99k 243.54
Ishares Tr S&p 100 Etf (USMV) 5.4 $20M 211k 95.14
Ishares Tr S&p 100 Etf (EFAV) 4.4 $16M 190k 84.83
Alphabet Cap Stk Cl C (GOOGL) 4.1 $15M 62k 243.09
Ishares Msci Aust Etf (EEMV) 4.0 $15M 234k 63.83
Microsoft Corporation (MSFT) 3.6 $13M 26k 517.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.6 $9.7M 35k 279.27
Visa Com Cl A (V) 2.2 $8.0M 24k 341.37
Home Depot (HD) 1.9 $6.9M 17k 405.16
UnitedHealth (UNH) 1.4 $5.2M 15k 345.25
Invesco Exchange Traded Fd T Aerospace Defn (RSP) 1.3 $4.9M 26k 189.69
Wal-Mart Stores (WMT) 1.3 $4.7M 46k 103.05
Novo-nordisk A S Adr (NVO) 1.3 $4.7M 85k 55.48
McKesson Corporation (MCK) 1.1 $4.0M 5.2k 772.49
Relx Sponsored Adr (RELX) 1.0 $3.9M 81k 47.75
Ishares Tr S&p 100 Etf (REET) 1.0 $3.7M 145k 25.56
Berkshire Hathaway Inc Del Cl A (BRK.B) 1.0 $3.7M 7.3k 502.68
Cigna Corp (CI) 1.0 $3.6M 13k 288.23
Southern Copper Corporation (SCCO) 1.0 $3.6M 29k 121.34
TJX Companies (TJX) 0.9 $3.4M 23k 144.53
McDonald's Corporation (MCD) 0.9 $3.3M 11k 303.81
Mastercard Incorporated Cl A (MA) 0.8 $2.9M 5.2k 568.77
Vipshop Hldgs Sponsored Ads A (VIPS) 0.8 $2.9M 147k 19.64
Micron Technology (MU) 0.7 $2.7M 16k 167.30
Ferrari Nv Ord (RACE) 0.7 $2.6M 5.3k 485.05
Cgi Cl A Sub Vtg (GIB) 0.7 $2.6M 29k 89.10
Amgen (AMGN) 0.7 $2.5M 9.0k 282.14
Amazon (AMZN) 0.7 $2.5M 11k 219.50
Broadcom (AVGO) 0.7 $2.5M 7.5k 329.82
Cisco Systems (CSCO) 0.6 $2.4M 35k 68.41
Raytheon Technologies Corp (RTX) 0.6 $2.4M 14k 167.28
Novartis Sponsored Adr (NVS) 0.6 $2.3M 18k 128.19
Rb Global (RBA) 0.6 $2.3M 21k 108.35
Motorola Solutions Com New (MSI) 0.6 $2.2M 4.9k 457.29
Cme (CME) 0.6 $2.2M 8.2k 270.13
Shell Spon Ads (SHEL) 0.6 $2.1M 29k 71.51
Intercontinental Exchange (ICE) 0.5 $2.0M 12k 168.47
Accenture Plc Ireland Shs Class A (ACN) 0.5 $2.0M 8.1k 246.54
Sap Se Spon Adr (SAP) 0.5 $2.0M 7.4k 267.12
Costco Wholesale Corporation (COST) 0.5 $2.0M 2.1k 925.21
Chubb (CB) 0.5 $2.0M 6.9k 282.20
Take-Two Interactive Software (TTWO) 0.5 $2.0M 7.6k 258.33
Anthem (ELV) 0.5 $1.9M 6.0k 323.11
Ishares Msci Aust Etf (ACWV) 0.5 $1.9M 16k 119.92
Unilever Spon Adr New (UL) 0.5 $1.9M 32k 59.28
Northrop Grumman Corporation (NOC) 0.5 $1.9M 3.1k 609.06
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.8M 1.9k 967.95
AFLAC Incorporated (AFL) 0.5 $1.8M 17k 111.67
Automatic Data Processing (ADP) 0.5 $1.8M 6.2k 293.50
Toyota Motor Corp Ads (TM) 0.5 $1.8M 9.2k 191.06
Paccar (PCAR) 0.5 $1.8M 18k 98.27
eBay (EBAY) 0.5 $1.7M 19k 90.95
Nike CL B (NKE) 0.5 $1.7M 25k 69.70
PNC Financial Services (PNC) 0.4 $1.7M 8.3k 200.85
Comcast Corp Cl A (CMCSA) 0.4 $1.6M 53k 31.41
Mr Cooper Group 0.4 $1.6M 7.7k 210.76
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $1.6M 24k 68.56
Imperial Oil Com New (IMO) 0.4 $1.6M 17k 90.70
Canadian Natl Ry (CNI) 0.4 $1.5M 16k 94.29
Lockheed Martin Corporation (LMT) 0.4 $1.5M 3.1k 499.02
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754000.00
FedEx Corporation (FDX) 0.4 $1.4M 6.1k 235.74
International Business Machines (IBM) 0.4 $1.4M 4.9k 282.04
Johnson Ctls Intl SHS (JCI) 0.4 $1.4M 13k 109.89
Vanguard Index Fds S&p 500 Etf Shs (VNQ) 0.4 $1.4M 15k 91.37
Astrazeneca Sponsored Adr (AZN) 0.4 $1.4M 18k 76.70
Transportadora De Gas Sur Sponsored Ads B (TGS) 0.4 $1.4M 65k 21.03
Garmin SHS (GRMN) 0.4 $1.3M 5.3k 246.06
Paypal Holdings (PYPL) 0.3 $1.2M 18k 67.01
Walt Disney Company (DIS) 0.3 $1.2M 11k 114.41
Orix Corp Sponsored Adr (IX) 0.3 $1.2M 46k 26.10
Fiserv (FI) 0.3 $1.2M 9.4k 128.87
Republic Services (RSG) 0.3 $1.2M 5.2k 229.34
Marsh & McLennan Companies (MMC) 0.3 $1.2M 5.7k 201.39
Oracle Corporation (ORCL) 0.3 $1.2M 4.1k 281.06
Illinois Tool Works (ITW) 0.3 $1.1M 4.3k 260.60
Thomson Reuters Corp. (TRI) 0.3 $1.1M 7.1k 155.22
Compania De Minas Buenaventu Sponsored Adr (BVN) 0.3 $1.1M 45k 24.33
Spdr Index Shs Fds Portflo Eurp Etf (RWO) 0.3 $1.1M 23k 45.75
Procter & Gamble Company (PG) 0.3 $1.1M 6.9k 153.63
Sempra Energy (SRE) 0.3 $1.0M 12k 89.96
Mondelez Intl Cl A (MDLZ) 0.3 $1.0M 16k 62.47
Invesco Exchange Traded Fd T Aerospace Defn (RZV) 0.3 $1.0M 8.6k 118.01
National Grid Sponsored Adr Ne (NGG) 0.3 $999k 14k 72.61
Caterpillar (CAT) 0.3 $952k 2.0k 476.95
Anglogold Ashanti Com Shs (AU) 0.3 $951k 14k 70.29
Union Pacific Corporation (UNP) 0.2 $922k 3.9k 236.35
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.2 $894k 11k 83.05
HSBC HLDGS Spon Adr New (HSBC) 0.2 $874k 12k 70.93
Sony Group Corp Sponsored Adr (SONY) 0.2 $855k 30k 28.77
Coca-Cola Company (KO) 0.2 $833k 13k 66.32
Atour Lifestyle Hldgs Sponsored Ads (ATAT) 0.2 $812k 22k 37.57
Wipro Spon Adr 1 Sh (WIT) 0.2 $796k 303k 2.63
Trip Com Group Note 0.750% 6/1 (TCOM) 0.2 $783k 10k 75.18
D.R. Horton (DHI) 0.2 $778k 4.6k 169.31
Meta Platforms Cl A (META) 0.2 $777k 1.1k 733.71
CVS Caremark Corporation (CVS) 0.2 $776k 10k 75.31
Baidu Spon Adr Rep A (BIDU) 0.2 $776k 5.9k 131.64
Logitech Intl S A SHS (LOGI) 0.2 $771k 7.0k 109.61
Linde SHS (LIN) 0.2 $765k 1.6k 474.86
Alibaba Group Hldg Note 0.500% 6/0 (BABA) 0.2 $761k 4.3k 178.64
Netease Sponsored Ads (NTES) 0.2 $748k 4.9k 151.85
Check Point Software Tech Lt Ord (CHKP) 0.2 $745k 3.6k 206.71
Infosys Sponsored Adr (INFY) 0.2 $739k 45k 16.27
Pepsi (PEP) 0.2 $732k 5.2k 140.31
Gold Fields Sponsored Adr (GFI) 0.2 $725k 17k 41.91
Capital One Financial (COF) 0.2 $717k 3.4k 212.44
Waste Management (WM) 0.2 $701k 3.2k 220.79
Centrais Eletricas Brasileir Spon Adr Pfd B (EBR) 0.2 $696k 70k 9.92
Willis Towers Watson SHS (WTW) 0.2 $696k 2.0k 345.41
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $669k 3.1k 215.67
Emerson Electric (EMR) 0.2 $656k 5.0k 130.99
Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $649k 15k 43.60
At&t (T) 0.2 $633k 22k 28.22
Wisdomtree Tr Us Total Dividnd (DLS) 0.2 $627k 7.9k 79.41
Aon Shs Cl A (AON) 0.2 $610k 1.7k 356.52
Verizon Communications (VZ) 0.2 $605k 14k 43.94
Tc Energy Corp (TRP) 0.2 $605k 11k 54.32
Tencent Music Entmt Group Spon Ads (TME) 0.2 $605k 26k 23.34
Janux Therapeutics (JANX) 0.2 $594k 24k 24.43
Haleon Spon Ads (HLN) 0.2 $592k 66k 8.96
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $591k 12k 49.03
British Amern Tob Sponsored Adr (BTI) 0.2 $584k 11k 53.00
Cardinal Health (CAH) 0.2 $580k 3.7k 156.76
Enbridge (ENB) 0.2 $579k 12k 50.38
AutoZone (AZO) 0.2 $579k 135.00 4288.89
Pearson Sponsored Adr (PSO) 0.2 $576k 41k 14.15
Elbit Sys Ord (ESLT) 0.2 $575k 1.1k 509.75
Nomura Hldgs Sponsored Adr (NMR) 0.1 $529k 73k 7.26
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.1 $526k 21k 24.88
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $524k 5.3k 98.61
Merck & Co (MRK) 0.1 $508k 6.1k 83.84
Telefonica S A Sponsored Adr (TEF) 0.1 $506k 100k 5.08
Cheniere Energy Com New (LNG) 0.1 $505k 2.2k 234.67
Totalenergies Se Sponsored Ads (TTE) 0.1 $490k 8.2k 59.58
CRH Ord (CRH) 0.1 $489k 4.1k 119.74
Sun Life Financial (SLF) 0.1 $482k 8.0k 60.01
Te Connectivity Ord Shs (TEL) 0.1 $482k 2.2k 219.09
Deere & Company (DE) 0.1 $474k 1.0k 456.65
Ishares Tr S&p 100 Etf (SHY) 0.1 $473k 5.7k 82.88
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $470k 32k 14.63
Wheaton Precious Metals Corp (WPM) 0.1 $469k 4.2k 111.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $462k 694.00 665.71
Invesco Db Multi-sector Comm Agriculture Fd (DBP) 0.1 $444k 5.0k 88.80
Agilent Technologies Inc C ommon (A) 0.1 $436k 3.4k 128.24
Rio Tinto Sponsored Adr (RIO) 0.1 $435k 6.6k 66.01
Lam Research Corp Com New (LRCX) 0.1 $433k 3.2k 133.64
Charles Schwab Corporation (SCHW) 0.1 $430k 4.5k 95.34
O'reilly Automotive (ORLY) 0.1 $430k 4.0k 107.77
Target Corporation (TGT) 0.1 $423k 4.7k 89.50
Altria (MO) 0.1 $418k 6.3k 66.06
Intel Corporation (INTC) 0.1 $417k 12k 33.55
General Dynamics Corporation (GD) 0.1 $410k 1.2k 340.81
Qifu Technology American Dep (QFIN) 0.1 $405k 14k 28.75
Quest Diagnostics Incorporated (DGX) 0.1 $400k 2.1k 190.48
Aegon Amer Reg 1 Cert (AEG) 0.1 $395k 50k 7.98
Keysight Technologies (KEYS) 0.1 $393k 2.2k 174.90
Philip Morris International (PM) 0.1 $393k 2.4k 161.93
Dr Reddys Labs Adr (RDY) 0.1 $390k 28k 13.95
Spdr Gold Tr Gold Shs (GLD) 0.1 $387k 1.1k 355.37
Barrick Mng Corp Com Shs (B) 0.1 $386k 12k 32.70
SYSCO Corporation (SYY) 0.1 $379k 4.6k 82.27
Pdd Holdings Note 12/0 (PDD) 0.1 $370k 2.8k 131.91
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR) 0.1 $366k 29k 12.63
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $356k 6.3k 56.89
Alcon Ord Shs (ALC) 0.1 $347k 4.7k 74.42
Vale S A Sponsored Ads (VALE) 0.1 $345k 32k 10.84
Ishares Tr S&p 100 Etf (IJS) 0.1 $343k 3.1k 110.57
Vodafone Group Sponsored Adr (VOD) 0.1 $340k 29k 11.58
Sk Telecom Sponsored Adr (SKM) 0.1 $338k 16k 21.58
Finvolution Group Sponsored Ads (FINV) 0.1 $334k 45k 7.35
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 0.1 $327k 28k 11.79
Fox Corp Cl A Com (FOX) 0.1 $324k 5.7k 57.14
Cmb.tech Nv SHS (CMBT) 0.1 $321k 34k 9.38
Dell Technologies CL C (DELL) 0.1 $317k 2.2k 141.58
First Horizon National Corporation (FHN) 0.1 $298k 13k 22.61
Kellogg Company (K) 0.1 $298k 3.6k 81.89
Booking Holdings Note 0.750% 5/0 (BKNG) 0.1 $296k 55.00 5381.82
Public Storage (PSA) 0.1 $289k 1.0k 288.42
Chevron Corporation (CVX) 0.1 $284k 1.8k 155.02
Texas Instruments Incorporated (TXN) 0.1 $280k 1.5k 183.37
Biontech Se Sponsored Ads (BNTX) 0.1 $279k 2.8k 98.48
Tractor Supply Company (TSCO) 0.1 $272k 4.8k 56.81
Packaging Corporation of America (PKG) 0.1 $255k 1.2k 217.21
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $244k 12k 20.92
Valero Energy Corporation (VLO) 0.1 $244k 1.4k 170.03
Snap-on Incorporated (SNA) 0.1 $243k 702.00 346.15
Thermo Fisher Scientific (TMO) 0.1 $232k 479.00 484.34
IDEXX Laboratories (IDXX) 0.1 $232k 364.00 637.36
Diageo Spon Adr New (DEO) 0.1 $223k 2.3k 95.30
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.1 $221k 12k 18.77
Vici Pptys (VICI) 0.1 $216k 6.6k 32.59
Corebridge Finl (CRBG) 0.1 $215k 6.7k 31.93
Ke Hldgs Sponsored Ads (BEKE) 0.1 $214k 11k 18.99
Suncor Energy (SU) 0.1 $211k 5.1k 41.78
Siriusxm Holdings Common Stock (SIRI) 0.1 $210k 9.1k 23.17
CF Industries Holdings (CF) 0.1 $209k 2.3k 89.58
Suzano S A Spon Ads (SUZ) 0.1 $204k 22k 9.38
Cummins (CMI) 0.1 $200k 474.00 421.94