Lester Murray Antman dba SimplyRich as of June 30, 2026
Portfolio Holdings for Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich holds 166 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 85.0 | $4.9B | 6.6k | 748500.00 | |
| Lockheed Martin Corporation (LMT) | 5.7 | $330M | 647k | 509.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $34M | 95k | 353.33 | |
| Apple (AAPL) | 0.5 | $31M | 107k | 289.35 | |
| Lam Research Corp Com New (LRCX) | 0.5 | $30M | 70k | 433.02 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $24M | 100k | 236.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $22M | 62k | 357.36 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $22M | 227k | 96.46 | |
| Micron Technology (MU) | 0.3 | $18M | 16k | 1154.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $17M | 35k | 477.57 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $17M | 219k | 75.28 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $16M | 186k | 87.71 | |
| International Business Machines (IBM) | 0.3 | $15M | 54k | 281.17 | |
| Illinois Tool Works (ITW) | 0.2 | $14M | 50k | 270.45 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $11M | 22k | 509.29 | |
| Microsoft Corporation (MSFT) | 0.2 | $9.6M | 26k | 372.98 | |
| Automatic Data Processing (ADP) | 0.2 | $9.5M | 42k | 223.94 | |
| Republic Services (RSG) | 0.1 | $8.3M | 39k | 213.04 | |
| Visa Com Cl A (V) | 0.1 | $8.1M | 24k | 343.09 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $8.0M | 83k | 96.41 | |
| UnitedHealth (UNH) | 0.1 | $6.4M | 15k | 415.59 | |
| Home Depot (HD) | 0.1 | $5.9M | 17k | 352.64 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.5M | 26k | 212.77 | |
| Southern Copper Corporation (SCCO) | 0.1 | $5.3M | 30k | 174.25 | |
| Wal-Mart Stores (WMT) | 0.1 | $5.2M | 46k | 113.26 | |
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $5.1M | 62k | 82.80 | |
| Emerson Electric (EMR) | 0.1 | $5.1M | 36k | 142.97 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.7M | 97k | 47.94 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $4.6M | 49k | 95.09 | |
| Cisco Systems (CSCO) | 0.1 | $4.1M | 35k | 117.45 | |
| McKesson Corporation (MCK) | 0.1 | $3.9M | 5.2k | 755.49 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.6M | 1.8k | 1989.07 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $3.6M | 7.3k | 500.34 | |
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $3.6M | 34k | 106.20 | |
| TJX Companies (TJX) | 0.1 | $3.6M | 24k | 151.47 | |
| Cigna Corp (CI) | 0.1 | $3.4M | 12k | 275.63 | |
| Ishares Tr Global Reit Etf (REET) | 0.1 | $3.3M | 118k | 27.62 | |
| Amgen (AMGN) | 0.1 | $3.3M | 9.0k | 362.04 | |
| McDonald's Corporation (MCD) | 0.1 | $2.9M | 11k | 270.25 | |
| Broadcom (AVGO) | 0.0 | $2.8M | 7.5k | 377.73 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $2.8M | 18k | 156.67 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $2.8M | 15k | 189.71 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $2.7M | 5.2k | 513.56 | |
| Sap Se Spon Adr (SAP) | 0.0 | $2.6M | 17k | 154.03 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $2.6M | 16k | 168.37 | |
| Amazon (AMZN) | 0.0 | $2.5M | 11k | 238.31 | |
| Orix Corp Sponsored Adr (IX) | 0.0 | $2.5M | 66k | 38.03 | |
| Rb Global (RBA) | 0.0 | $2.5M | 22k | 116.42 | |
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.0 | $2.4M | 83k | 29.28 | |
| Anthem (ELV) | 0.0 | $2.4M | 6.2k | 386.58 | |
| Relx Sponsored Adr (RELX) | 0.0 | $2.4M | 74k | 31.66 | |
| Chubb (CB) | 0.0 | $2.3M | 6.8k | 340.66 | |
| Shell Spon Ads (SHEL) | 0.0 | $2.3M | 29k | 77.52 | |
| Paccar (PCAR) | 0.0 | $2.2M | 18k | 120.10 | |
| eBay (EBAY) | 0.0 | $2.1M | 19k | 111.71 | |
| Caterpillar (CAT) | 0.0 | $2.1M | 2.0k | 1064.63 | |
| Union Pacific Corporation (UNP) | 0.0 | $2.1M | 7.8k | 271.98 | |
| CVS Caremark Corporation (CVS) | 0.0 | $2.1M | 20k | 103.36 | |
| PNC Financial Services (PNC) | 0.0 | $2.0M | 8.3k | 246.15 | |
| Motorola Solutions Com New (MSI) | 0.0 | $2.0M | 4.8k | 415.27 | |
| Walt Disney Company (DIS) | 0.0 | $2.0M | 21k | 96.24 | |
| Transportadora De Gas Sur Sponsored Ads B (TGS) | 0.0 | $2.0M | 67k | 29.73 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $2.0M | 17k | 120.18 | |
| Ferrari Nv Ord (RACE) | 0.0 | $2.0M | 5.3k | 372.19 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $2.0M | 30k | 64.54 | |
| Canadian Natl Ry (CNI) | 0.0 | $2.0M | 16k | 119.19 | |
| AFLAC Incorporated (AFL) | 0.0 | $1.9M | 17k | 117.20 | |
| Imperial Oil Com New (IMO) | 0.0 | $1.9M | 17k | 111.97 | |
| FedEx Corporation (FDX) | 0.0 | $1.9M | 6.1k | 313.11 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.9M | 2.0k | 935.36 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.0 | $1.9M | 144k | 13.25 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $1.9M | 7.6k | 249.87 | |
| Unilever Spon Adr New (UL) | 0.0 | $1.8M | 31k | 60.11 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.8M | 13k | 146.08 | |
| Cme (CME) | 0.0 | $1.8M | 8.1k | 220.82 | |
| Intel Corporation (INTC) | 0.0 | $1.7M | 12k | 139.57 | |
| Procter & Gamble Company (PG) | 0.0 | $1.7M | 12k | 146.56 | |
| Coca-Cola Company (KO) | 0.0 | $1.6M | 20k | 81.19 | |
| Sempra Energy (SRE) | 0.0 | $1.5M | 17k | 92.65 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.5M | 35k | 42.57 | |
| Nike CL B (NKE) | 0.0 | $1.5M | 36k | 41.02 | |
| Intercontinental Exchange (ICE) | 0.0 | $1.5M | 12k | 123.08 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $1.3M | 84k | 15.75 | |
| Garmin SHS (GRMN) | 0.0 | $1.3M | 5.5k | 237.45 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $1.2M | 20k | 61.76 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.2M | 49k | 24.55 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $1.2M | 9.4k | 127.78 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $1.2M | 23k | 49.71 | |
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.0 | $1.1M | 7.6k | 148.98 | |
| Anglogold Ashanti Com Shs (AU) | 0.0 | $1.1M | 13k | 80.85 | |
| Elbit Sys Ord (ESLT) | 0.0 | $1.0M | 1.4k | 758.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.0M | 8.1k | 124.38 | |
| Sun Life Financial (SLF) | 0.0 | $974k | 12k | 78.34 | |
| Dell Technologies CL C (DELL) | 0.0 | $966k | 2.2k | 431.44 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $963k | 5.8k | 166.64 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $945k | 36k | 25.99 | |
| Cardinal Health (CAH) | 0.0 | $878k | 3.7k | 237.30 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $864k | 15k | 57.82 | |
| Pepsi (PEP) | 0.0 | $850k | 6.3k | 135.31 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $800k | 18k | 45.07 | |
| Keysight Technologies (KEYS) | 0.0 | $786k | 2.2k | 349.80 | |
| Merck & Co (MRK) | 0.0 | $778k | 6.1k | 128.40 | |
| Linde SHS (LIN) | 0.0 | $774k | 1.5k | 518.42 | |
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $773k | 88k | 8.77 | |
| Netease Sponsored Ads (NTES) | 0.0 | $759k | 5.9k | 127.97 | |
| D.R. Horton (DHI) | 0.0 | $748k | 4.6k | 162.79 | |
| Paypal Holdings (PYPL) | 0.0 | $745k | 17k | 43.14 | |
| Centrais Elet Bras Sa Sponsored Adr (AXIA) | 0.0 | $741k | 70k | 10.56 | |
| Tc Energy Corp (TRP) | 0.0 | $727k | 11k | 66.20 | |
| Totalenergies Se Act (TTE) | 0.0 | $712k | 9.2k | 77.72 | |
| Gold Fields Sponsored Adr (GFI) | 0.0 | $699k | 21k | 33.55 | |
| Waste Management (WM) | 0.0 | $695k | 3.1k | 222.69 | |
| Aon Shs Cl A (AON) | 0.0 | $680k | 2.1k | 331.55 | |
| Capital One Financial (COF) | 0.0 | $677k | 3.4k | 200.59 | |
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $658k | 15k | 44.21 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.0 | $655k | 21k | 31.79 | |
| Tower Semiconductor Shs New (TSEM) | 0.0 | $651k | 2.5k | 260.30 | |
| O'reilly Automotive (ORLY) | 0.0 | $637k | 6.9k | 92.00 | |
| Logitech Intl S A SHS (LOGI) | 0.0 | $632k | 6.7k | 93.94 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $630k | 12k | 52.61 | |
| Enbridge (ENB) | 0.0 | $623k | 12k | 54.21 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $613k | 106k | 5.78 | |
| Meta Platforms Cl A (META) | 0.0 | $596k | 1.1k | 562.80 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $595k | 7.1k | 83.69 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $555k | 34k | 16.14 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $518k | 694.00 | 746.40 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $515k | 2.0k | 261.02 | |
| Cheniere Energy Com New (LNG) | 0.0 | $501k | 2.1k | 238.57 | |
| Oracle Corporation (ORCL) | 0.0 | $492k | 3.4k | 146.30 | |
| Aercap Holdings Nv SHS (AER) | 0.0 | $486k | 3.3k | 145.55 | |
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $475k | 56k | 8.43 | |
| Cmb.tech Nv SHS (CMBT) | 0.0 | $463k | 33k | 13.96 | |
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.0 | $462k | 5.0k | 92.40 | |
| At&t (T) | 0.0 | $457k | 22k | 20.67 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $451k | 3.4k | 132.65 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $447k | 2.1k | 211.75 | |
| Altria (MO) | 0.0 | $446k | 6.2k | 71.95 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $443k | 2.2k | 201.36 | |
| CRH Ord (CRH) | 0.0 | $436k | 4.1k | 106.76 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $430k | 5.0k | 86.52 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $424k | 5.2k | 82.23 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $420k | 11k | 36.68 | |
| Sk Telecom Sponsored Adr (SKM) | 0.0 | $411k | 13k | 32.16 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.0 | $410k | 28k | 14.62 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $408k | 4.3k | 95.77 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $401k | 1.1k | 368.23 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $387k | 29k | 13.22 | |
| Valero Energy Corporation (VLO) | 0.0 | $373k | 1.4k | 259.93 | |
| Janux Therapeutics (JANX) | 0.0 | $373k | 24k | 15.34 | |
| Manulife Finl Corp (MFC) | 0.0 | $368k | 9.1k | 40.42 | |
| Verizon Communications (VZ) | 0.0 | $365k | 8.6k | 42.33 | |
| Tenaris S A Sponsored Ads (TS) | 0.0 | $319k | 5.8k | 55.42 | |
| Public Storage (PSA) | 0.0 | $317k | 999.00 | 317.32 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $316k | 4.4k | 71.40 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $288k | 5.2k | 55.49 | |
| Alcon Ord Shs (ALC) | 0.0 | $257k | 3.8k | 66.91 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $254k | 1.9k | 131.13 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $251k | 984.00 | 255.08 | |
| ConocoPhillips (COP) | 0.0 | $250k | 2.4k | 103.95 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.0 | $248k | 11k | 22.30 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $247k | 2.7k | 92.68 | |
| Booking Holdings (BKNG) | 0.0 | $245k | 1.4k | 178.18 | |
| Fox Corp Cl B Com (FOX) | 0.0 | $241k | 5.2k | 46.70 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $235k | 75k | 3.13 | |
| Trip Com Group Ads (TCOM) | 0.0 | $231k | 5.8k | 39.70 | |
| Nutrien (NTR) | 0.0 | $224k | 3.6k | 62.94 |
