Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of Dec. 31, 2025

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 199 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 7.9 $30M 96k 313.79
Apple (AAPL) 7.6 $29M 107k 271.85
Ishares Tr Msci Usa Min Vol (USMV) 5.4 $21M 221k 94.16
Alphabet Cap Stk Cl A (GOOGL) 5.1 $19M 62k 312.98
Ishares Tr Msci Eafe Min Vl (EFAV) 4.3 $17M 191k 86.25
Ishares Msci Emerg Mrkt (EEMV) 3.8 $15M 226k 64.04
Microsoft Corporation (MSFT) 3.3 $13M 26k 483.61
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.8 $11M 35k 303.88
Visa Com Cl A (V) 2.2 $8.3M 24k 350.67
Home Depot (HD) 1.5 $5.9M 17k 344.09
Wal-Mart Stores (WMT) 1.3 $5.1M 46k 111.40
UnitedHealth (UNH) 1.3 $5.0M 15k 330.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $5.0M 26k 191.53
Micron Technology (MU) 1.2 $4.5M 16k 285.41
Novo-nordisk A S Adr (NVO) 1.1 $4.4M 86k 50.88
Southern Copper Corporation (SCCO) 1.1 $4.3M 30k 143.45
McKesson Corporation (MCK) 1.1 $4.3M 5.2k 820.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.7M 7.3k 502.54
TJX Companies (TJX) 0.9 $3.6M 23k 153.61
Ishares Tr Global Reit Etf (REET) 0.9 $3.5M 140k 24.95
Cigna Corp (CI) 0.9 $3.4M 13k 275.19
McDonald's Corporation (MCD) 0.9 $3.3M 11k 305.55
Relx Sponsored Adr (RELX) 0.8 $3.1M 76k 40.41
Mastercard Incorporated Cl A (MA) 0.8 $2.9M 5.2k 570.71
Amgen (AMGN) 0.8 $2.9M 9.0k 327.26
Cgi Cl A Sub Vtg (GIB) 0.7 $2.7M 30k 92.29
Cisco Systems (CSCO) 0.7 $2.7M 35k 77.02
Vipshop Hldgs Sponsored Ads A (VIPS) 0.7 $2.6M 148k 17.69
Raytheon Technologies Corp (RTX) 0.7 $2.6M 14k 183.38
Broadcom (AVGO) 0.7 $2.6M 7.5k 346.00
Amazon (AMZN) 0.6 $2.5M 11k 230.79
Novartis Sponsored Adr (NVS) 0.6 $2.4M 18k 137.82
Cme (CME) 0.6 $2.2M 8.1k 273.04
Rb Global (RBA) 0.6 $2.2M 22k 102.87
Accenture Plc Ireland Shs Class A (ACN) 0.6 $2.2M 8.1k 268.30
Shell Spon Ads (SHEL) 0.6 $2.2M 29k 73.47
Chubb (CB) 0.6 $2.2M 6.9k 312.01
Anthem (ELV) 0.6 $2.1M 6.0k 350.47
Transportadora De Gas Sur Sponsored Ads B (TGS) 0.5 $2.0M 65k 31.09
Toyota Motor Corp Ads (TM) 0.5 $2.0M 9.2k 214.05
Paccar (PCAR) 0.5 $2.0M 18k 109.50
Ferrari Nv Ord (RACE) 0.5 $2.0M 5.3k 369.43
Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.0M 1.8k 1069.40
Take-Two Interactive Software (TTWO) 0.5 $1.9M 7.6k 255.95
Intercontinental Exchange (ICE) 0.5 $1.9M 12k 161.92
Ishares Msci Gbl Min Vol (ACWV) 0.5 $1.9M 16k 118.71
Motorola Solutions Com New (MSI) 0.5 $1.9M 4.8k 383.28
Orix Corp Sponsored Adr (IX) 0.5 $1.8M 63k 29.22
AFLAC Incorporated (AFL) 0.5 $1.8M 17k 110.25
Sap Se Spon Adr (SAP) 0.5 $1.8M 7.4k 242.85
Costco Wholesale Corporation (COST) 0.5 $1.8M 2.1k 861.89
FedEx Corporation (FDX) 0.5 $1.8M 6.1k 288.85
Northrop Grumman Corporation (NOC) 0.5 $1.7M 3.1k 569.94
PNC Financial Services (PNC) 0.5 $1.7M 8.3k 208.72
eBay (EBAY) 0.4 $1.7M 19k 87.10
Astrazeneca Sponsored Adr (AZN) 0.4 $1.7M 18k 91.90
Rocket Cos Com Cl A (RKT) 0.4 $1.6M 84k 19.35
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $1.6M 35k 45.88
Canadian Natl Ry (CNI) 0.4 $1.6M 16k 98.80
Nike CL B (NKE) 0.4 $1.6M 25k 63.69
Automatic Data Processing (ADP) 0.4 $1.5M 6.0k 257.12
Lockheed Martin Corporation (LMT) 0.4 $1.5M 3.2k 483.52
Johnson Ctls Intl SHS (JCI) 0.4 $1.5M 13k 119.73
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754500.00
Imperial Oil Com New (IMO) 0.4 $1.5M 17k 86.28
Comcast Corp Cl A (CMCSA) 0.4 $1.5M 49k 29.89
International Business Machines (IBM) 0.4 $1.5M 4.9k 296.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.3M 15k 88.45
Compania De Minas Buenaventu Sponsored Adr (BVN) 0.3 $1.3M 46k 27.82
Walt Disney Company (DIS) 0.3 $1.2M 11k 113.75
Anglogold Ashanti Com Shs (AU) 0.3 $1.2M 14k 85.22
Caterpillar (CAT) 0.3 $1.1M 2.0k 572.65
Republic Services (RSG) 0.3 $1.1M 5.2k 211.89
Garmin SHS (GRMN) 0.3 $1.1M 5.3k 202.74
Paypal Holdings (PYPL) 0.3 $1.1M 18k 58.36
Marsh & McLennan Companies (MMC) 0.3 $1.1M 5.7k 185.44
National Grid Sponsored Adr Ne (NGG) 0.3 $1.1M 14k 77.31
Illinois Tool Works (ITW) 0.3 $1.0M 4.3k 246.07
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $1.0M 23k 45.01
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.3 $1.0M 11k 94.66
Sempra Energy (SRE) 0.3 $1.0M 12k 88.29
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.3 $1.0M 8.5k 118.88
Procter & Gamble Company (PG) 0.3 $982k 6.9k 143.27
HSBC HLDGS Spon Adr New (HSBC) 0.3 $979k 12k 78.67
Thomson Reuters Corp. (TRI) 0.2 $925k 7.0k 131.80
Union Pacific Corporation (UNP) 0.2 $902k 3.9k 231.22
Coca-Cola Company (KO) 0.2 $872k 13k 69.86
Aegon Amer Reg 1 Cert (AEG) 0.2 $856k 111k 7.71
Wipro Spon Adr 1 Sh (WIT) 0.2 $855k 301k 2.84
Infosys Sponsored Adr (INFY) 0.2 $827k 47k 17.80
Atour Lifestyle Hldgs Sponsored Ads (ATAT) 0.2 $824k 21k 39.36
Capital One Financial (COF) 0.2 $817k 3.4k 242.07
CVS Caremark Corporation (CVS) 0.2 $817k 10k 79.29
Oracle Corporation (ORCL) 0.2 $801k 4.1k 194.75
Elbit Sys Ord (ESLT) 0.2 $780k 1.4k 577.35
Sony Group Corp Sponsored Adr (SONY) 0.2 $761k 30k 25.60
Cardinal Health (CAH) 0.2 $760k 3.7k 205.41
Mondelez Intl Cl A (MDLZ) 0.2 $756k 14k 53.79
Gold Fields Sponsored Adr (GFI) 0.2 $755k 17k 43.63
Pepsi (PEP) 0.2 $742k 5.2k 143.35
Baidu Spon Adr Rep A (BIDU) 0.2 $733k 5.6k 130.54
British Amern Tob Sponsored Adr (BTI) 0.2 $731k 13k 56.59
Logitech Intl S A SHS (LOGI) 0.2 $704k 7.0k 100.09
Meta Platforms Cl A (META) 0.2 $699k 1.1k 660.06
Waste Management (WM) 0.2 $697k 3.2k 219.46
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $681k 3.1k 219.54
Netease Sponsored Ads (NTES) 0.2 $678k 4.9k 137.58
Haleon Spon Ads (HLN) 0.2 $670k 66k 10.10
Emerson Electric (EMR) 0.2 $664k 5.0k 132.59
Willis Towers Watson SHS (WTW) 0.2 $662k 2.0k 328.54
D.R. Horton (DHI) 0.2 $661k 4.6k 143.85
Sun Life Financial (SLF) 0.2 $655k 11k 62.35
Centrais Eletricas Brasileir Sponsored Adr (EBR) 0.2 $642k 70k 9.15
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $639k 7.9k 80.93
Merck & Co (MRK) 0.2 $637k 6.1k 105.13
Nomura Hldgs Sponsored Adr (NMR) 0.2 $629k 75k 8.38
Check Point Software Tech Lt Ord (CHKP) 0.2 $626k 3.4k 185.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $624k 4.3k 146.41
Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $620k 15k 41.65
Tc Energy Corp (TRP) 0.2 $608k 11k 54.93
Trip Com Group Ads (TCOM) 0.2 $608k 8.5k 71.83
Aon Shs Cl A (AON) 0.2 $603k 1.7k 352.43
Dr Reddys Labs Adr (RDY) 0.2 $600k 43k 14.02
At&t (T) 0.1 $555k 22k 24.81
Lam Research Corp Com New (LRCX) 0.1 $554k 3.2k 170.99
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $552k 5.5k 100.97
Enbridge (ENB) 0.1 $549k 12k 47.77
Rio Tinto Sponsored Adr (RIO) 0.1 $543k 6.8k 79.96
Pearson Sponsored Adr (PSO) 0.1 $536k 38k 14.02
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.1 $517k 22k 23.85
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $515k 12k 43.30
Barrick Mng Corp Com Shs (B) 0.1 $514k 12k 43.54
Invesco Db Multi-sector Comm Precious Metal (DBP) 0.1 $514k 5.0k 102.80
CRH Ord (CRH) 0.1 $509k 4.1k 124.63
Te Connectivity Ord Shs (TEL) 0.1 $500k 2.2k 227.27
Linde SHS (LIN) 0.1 $499k 1.2k 425.77
Tencent Music Entmt Group Spon Ads (TME) 0.1 $497k 28k 17.50
Wheaton Precious Metals Corp (WPM) 0.1 $493k 4.2k 117.35
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $485k 31k 15.58
Deere & Company (DE) 0.1 $483k 1.0k 465.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $473k 694.00 681.56
Agilent Technologies Inc C ommon (A) 0.1 $462k 3.4k 135.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $462k 5.6k 82.75
Target Corporation (TGT) 0.1 $461k 4.7k 97.55
Intel Corporation (INTC) 0.1 $458k 12k 36.84
AutoZone (AZO) 0.1 $457k 135.00 3385.19
Keysight Technologies (KEYS) 0.1 $456k 2.2k 202.94
Charles Schwab Corporation (SCHW) 0.1 $450k 4.5k 99.78
Spdr Gold Tr Gold Shs (GLD) 0.1 $431k 1.1k 395.78
Vale S A Sponsored Ads (VALE) 0.1 $414k 32k 13.00
General Dynamics Corporation (GD) 0.1 $405k 1.2k 336.66
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $404k 34k 11.85
Telefonica S A Sponsored Adr (TEF) 0.1 $402k 99k 4.05
Cheniere Energy Com New (LNG) 0.1 $399k 2.1k 193.97
Philip Morris International (PM) 0.1 $389k 2.4k 160.28
Vodafone Group Sponsored Adr (VOD) 0.1 $388k 29k 13.21
Fox Corp Cl B Com (FOX) 0.1 $368k 5.7k 64.80
Alcon Ord Shs (ALC) 0.1 $365k 4.6k 78.70
O'reilly Automotive (ORLY) 0.1 $363k 4.0k 90.98
Altria (MO) 0.1 $358k 6.2k 57.57
Quest Diagnostics Incorporated (DGX) 0.1 $358k 2.1k 173.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $352k 3.1k 113.48
SYSCO Corporation (SYY) 0.1 $339k 4.6k 73.58
Verizon Communications (VZ) 0.1 $336k 8.3k 40.70
Janux Therapeutics (JANX) 0.1 $335k 24k 13.78
Tractor Supply Company (TSCO) 0.1 $334k 6.7k 49.96
Cmb.tech Nv SHS (CMBT) 0.1 $330k 34k 9.65
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $327k 6.3k 52.25
Pdd Holdings Sponsored Ads (PDD) 0.1 $318k 2.8k 113.37
First Horizon National Corporation (FHN) 0.1 $315k 13k 23.87
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) 0.1 $312k 28k 11.25
Tower Semiconductor Shs New (TSEM) 0.1 $301k 2.6k 117.35
Booking Holdings (BKNG) 0.1 $294k 55.00 5345.45
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $285k 18k 16.06
Dell Technologies CL C (DELL) 0.1 $281k 2.2k 125.50
Chevron Corporation (CVX) 0.1 $279k 1.8k 152.29
Thermo Fisher Scientific (TMO) 0.1 $277k 479.00 578.29
Nokia Corp Sponsored Adr (NOK) 0.1 $271k 42k 6.45
Biontech Se Sponsored Ads (BNTX) 0.1 $269k 2.8k 94.95
Suncor Energy (SU) 0.1 $262k 5.9k 44.26
Public Storage (PSA) 0.1 $259k 1.0k 259.00
Sk Telecom Sponsored Adr (SKM) 0.1 $249k 12k 20.50
IDEXX Laboratories (IDXX) 0.1 $246k 364.00 675.82
Snap-on Incorporated (SNA) 0.1 $242k 704.00 343.75
Packaging Corporation of America (PKG) 0.1 $242k 1.2k 205.96
Cummins (CMI) 0.1 $241k 474.00 508.44
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $241k 12k 20.66
Archer Daniels Midland Company (ADM) 0.1 $233k 4.1k 57.30
Valero Energy Corporation (VLO) 0.1 $233k 1.4k 162.37
Expeditors International of Washington (EXPD) 0.1 $229k 1.5k 148.70
Toronto Dominion Bk Ont Com New (TD) 0.1 $226k 2.4k 94.17
Texas Instruments Incorporated (TXN) 0.1 $225k 1.3k 173.48
Rbc Cad (RY) 0.1 $219k 1.3k 170.16
Qifu Technology American Dep (QFIN) 0.1 $211k 11k 19.18
Rentokil Initial Sponsored Adr (RTO) 0.1 $211k 7.2k 29.35
Moody's Corporation (MCO) 0.1 $204k 400.00 510.00
Corebridge Finl (CRBG) 0.1 $203k 6.7k 30.15
Suzano S A Spon Ads (SUZ) 0.1 $202k 22k 9.30
Diageo Spon Adr New (DEO) 0.1 $201k 2.3k 85.90