Lester Murray Antman dba SimplyRich
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Lester Murray Antman dba SimplyRich reported 166 stock positions worth $427.1 million. Its top holding was Alphabet Class C (GOOG) at 7.9% of the portfolio, followed by Apple (AAPL, 7.3%) and Alphabet Class A (GOOGL, 5.2%). Compared with Q1 2026, it opened 6 new positions, sold out of 73, added to 56 and reduced 32. The biggest buy was Unitedhealth (UNH, shares +2%) and the biggest sale iShares MSCI Eafe Min Vol Fa (EFAV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001725888
- Portfolio Value
- $427.1M (Q2 2026)
- SEC Filing
- 0001725888-26-000003 ↗ filed Aug 3, 2026
Holdings Value
Holdings 166 stocks · $427.1M
| GOOG Alphabet Inc. Class C | 7.89% | 95,308 | $33.7M | Reduce -0.0% |
| AAPL Apple Inc. | 7.26% | 107,218 | $31.0M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 5.16% | 61,722 | $22.1M | No change |
| USMV iShares MSCI USA Min Vol Fac | 5.12% | 226,613 | $21.9M | Add +4.0% |
| MU Micron Technology Inc. | 4.30% | 15,900 | $18.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 3.89% | 34,816 | $16.6M | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 3.86% | 218,941 | $16.5M | Reduce -1.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 3.82% | 186,185 | $16.3M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.25% | 25,800 | $9.6M | Reduce -0.1% |
| V Visa Inc. Class A | 1.89% | 23,551 | $8.1M | No change |
| UNH Unitedhealth Group Inc. | 1.50% | 15,443 | $6.4M | Add +2.3% |
| HD Home Depot Inc. | 1.38% | 16,711 | $5.9M | Reduce -1.3% |
| RSP Invesco S&P 500 Equal Weight | 1.30% | 26,084 | $5.5M | No change |
| SCCO Southern Copper Corp. | 1.23% | 30,164 | $5.3M | Add +0.9% |
| WMT Walmart Inc. | 1.21% | 45,683 | $5.2M | Reduce -0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.09% | 97,277 | $4.7M | Add +14.8% |
| CSCO Cisco Systems Inc. | 0.96% | 34,849 | $4.1M | Reduce -0.4% |
| MCK McKesson Corp. | 0.92% | 5,194 | $3.9M | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.85% | 1,830 | $3.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 7,259 | $3.6M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.83% | 23,503 | $3.6M | Add +0.6% |
| CI The Cigna Group | 0.80% | 12,379 | $3.4M | Reduce -0.7% |
| REET iShares Global REIT ETF | 0.77% | 118,328 | $3.3M | Reduce -7.6% |
| AMGN Amgen Inc. | 0.76% | 8,999 | $3.3M | No change |
| MCD McDonald's Corp. | 0.68% | 10,764 | $2.9M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.66% | 7,471 | $2.8M | No change |
| NVS Novartis AG-Sponsored ADR | 0.65% | 17,763 | $2.8M | No change |
| RTX RTX Corp. | 0.65% | 14,522 | $2.8M | Add +2.1% |
| MA Mastercard Inc. Class A | 0.62% | 5,162 | $2.7M | No change |
| LMT Lockheed Martin Corp. | 0.59% | 646,871 | $2.5M | Add +20593.3% |
| AMZN Amazon.com Inc. | 0.59% | 10,646 | $2.5M | No change |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.59% | 66,449 | $2.5M | Add +5.1% |
| RBA RB Global Inc. | 0.59% | 21,603 | $2.5M | No change |
| NOC Northrop Grumman Corp. | 0.59% | 22,013 | $2.5M | Add +617.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.58% | 15,503 | $2.5M | Add +69.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.57% | 6,560 | $2.4M | Add +327900.0% |
| ELV Elevance Health Inc. | 0.56% | 6,229 | $2.4M | Add +2.4% |
| RELX Relx PLC - Spon ADR | 0.55% | 74,441 | $2.4M | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 0.55% | 82,768 | $2.4M | Add +448.8% |
| CB Chubb Ltd. | 0.54% | 6,775 | $2.3M | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.53% | 70,136 | $2.3M | Add +2064.7% |
| SHEL Shell PLC-ADR | 0.53% | 29,281 | $2.3M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 53,741 | $2.2M | Add +993.2% |
| PCAR Paccar Inc. | 0.52% | 18,327 | $2.2M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.51% | 42,381 | $2.2M | Add +734.4% |
| EBAY eBay Inc. | 0.50% | 19,220 | $2.1M | No change |
| BVN Cia DE Minas Buenaventur-ADR filed as COMPANIA DE MINAS BUENAVENTU | 0.50% | 82,735 | $2.1M | Add +83.8% |
| CAT Caterpillar Inc. | 0.50% | 1,996 | $2.1M | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.48% | 48,742 | $2.0M | Add +289.8% |
| PNC PNC Financial Services Group | 0.48% | 8,255 | $2.0M | No change |
| MSI Motorola Solutions Inc. | 0.47% | 4,845 | $2.0M | No change |
| TGS Transportador Gas-ADR SP B | 0.47% | 67,415 | $2.0M | No change |
| ACWV iShares MSCI Global Min Vol | 0.46% | 16,459 | $2.0M | Add +0.2% |
| RACE Ferrari NV | 0.46% | 5,293 | $2.0M | Add +1.1% |
| GIB Cgi Inc. | 0.46% | 30,354 | $2.0M | Add +6.0% |
| CNI Canadian Natl Railway Co. | 0.46% | 16,394 | $2.0M | No change |
| ITW Illinois Tool Works | 0.45% | 50,324 | $1.9M | Add +1079.4% |
| AFL Aflac Inc. | 0.45% | 16,468 | $1.9M | No change |
| IMO Imperial Oil Ltd. | 0.45% | 17,166 | $1.9M | No change |
| COST Costco Wholesale Corp. | 0.45% | 2,042 | $1.9M | Reduce -0.2% |
| FDX FedEx Corp. | 0.45% | 6,100 | $1.9M | No change |
| NGG National Grid PLC-SP ADR | 0.45% | 62,150 | $1.9M | Add +350.0% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.45% | 143,872 | $1.9M | Reduce 0.0% |
| SAP Sap SE-Sponsored ADR | 0.44% | 17,093 | $1.9M | Add +131.8% |
| TTWO Take-Two Interactive Softwre | 0.44% | 7,560 | $1.9M | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.43% | 33,619 | $1.9M | Add +217.5% |
| UL Unilever PLC-Sponsored ADR | 0.43% | 30,646 | $1.8M | Add +9.2% |
| JCI Johnson Controls Internation | 0.43% | 12,603 | $1.8M | No change |
| RSG Republic Services Inc. | 0.43% | 38,891 | $1.8M | Add +645.8% |
| CME Cme Group Inc. | 0.42% | 8,147 | $1.8M | Reduce -0.2% |
| CVS CVS Health Corp. | 0.41% | 20,144 | $1.8M | Add +95.5% |
| UNP Union Pacific Corp. | 0.41% | 7,811 | $1.7M | Add +100.2% |
| INTC Intel Corp. | 0.41% | 12,431 | $1.7M | No change |
| SRE Sempra | 0.40% | 16,468 | $1.7M | Add +43.9% |
| KO The Coca-Cola Co. | 0.39% | 19,959 | $1.7M | Add +58.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 20,857 | $1.6M | Add +97.4% |
| BN Brookfield Corp. | 0.35% | 35,351 | $1.5M | No change |
| ICE Intercontinental Exchange Inc. | 0.34% | 11,895 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.33% | 11,746 | $1.4M | Add +71.5% |
| MRSH Marsh & McLennan Cos | 0.32% | 5,777 | $1.4M | Add +2.2% |
| RKT Rocket Cos Inc. Class A | 0.31% | 84,447 | $1.3M | No change |
| NKE Nike Inc. Class B | 0.31% | 36,182 | $1.3M | Add +47.2% |
| GRMN Garmin Ltd. | 0.30% | 5,479 | $1.3M | Add +4.2% |
| BTI British American Tob-SP ADR | 0.30% | 19,727 | $1.3M | Add +53.9% |
| SLF Sun Life Financial Inc. | 0.29% | 12,427 | $1.2M | Add +18.3% |
| CMCSA Comcast Corp. Class A | 0.28% | 49,170 | $1.2M | Reduce -6.1% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 14,942 | $1.2M | Add +11.7% |
| RWO State Street SPDR Dow Jones | 0.27% | 23,237 | $1.2M | No change |
| RZV Invesco S&P Smallcap 600 Pur | 0.26% | 7,558 | $1.1M | Reduce -9.6% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 99,591 | $1.1M | Add +3110.5% |
| EMR Emerson Electric Co. | 0.25% | 35,806 | $1.1M | Add +615.0% |
| AU Anglogold Ashanti PLC | 0.25% | 13,222 | $1.1M | No change |
| PEP Pepsico Inc. | 0.25% | 6,285 | $1.1M | Add +21.4% |
| FMX Fomento Economico Mex-SP ADR | 0.24% | 9,398 | $1.0M | Add +73.8% |
| ESLT Elbit Systems Ltd. | 0.24% | 1,351 | $1.0M | No change |
| ACN Accenture PLC Class A | 0.24% | 8,088 | $1.0M | No change |
| DELL Dell Technologies -C | 0.23% | 2,239 | $966K | No change |
| AMX America Movil Sab DE CV | 0.22% | 36,367 | $945K | Add +13.9% |
| CAH Cardinal Health Inc. | 0.21% | 3,700 | $878K | No change |
| ASX Ase Technology Holding -ADR | 0.19% | 17,749 | $800K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -0.1% | 3.82% | −0.53 |
| AZN Astrazeneca PLC | Sold out | 0.00% | −0.46 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Sold out | 0.00% | −0.41 |
| ABBNY Abb Ltd.-Spon ADR | Sold out | 0.00% | −0.37 |
| NTTYY NTT Inc. - ADR | Sold out | 0.00% | −0.28 |
| WMT Walmart Inc. | Reduce -0.1% | 1.21% | −0.24 |
| CME Cme Group Inc. | Reduce -0.2% | 0.42% | −0.20 |
| MSFT Microsoft Corp. | Reduce -0.1% | 2.25% | −0.19 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.68% | −0.18 |
| KMTUY Komatsu Ltd. -Spons ADR | Sold out | 0.00% | −0.18 |
| SWVXX Schwa Prime Adv Money FD-Inv | Sold out | 0.00% | −0.17 |
| ALIZY Allianz SE - Unsp ADR | Sold out | 0.00% | −0.17 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.17 |
| RDY Dr. Reddy's Laboratories-ADR | Sold out | 0.00% | −0.16 |
| BRDCY Bridgestone Corp.-Unspons ADR | Sold out | 0.00% | −0.16 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.16 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.16 |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm | Sold out | 0.00% | −0.15 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.15 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.15 |
| FIPDX Fidelity Infl PR BND-Ins PRM | Sold out | 0.00% | −0.15 |
| DE Deere & Co. | Sold out | 0.00% | −0.15 |
| TGT Target Corp. | Sold out | 0.00% | −0.15 |
| TAK Takeda Pharmaceutic-SP ADR | Sold out | 0.00% | −0.15 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.14 |
| DODGX Dodge & Cox Stock-I | Sold out | 0.00% | −0.13 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce 0.0% | 0.45% | −0.13 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.13 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.13 |
| PSO Pearson PLC-Sponsored ADR | Sold out | 0.00% | −0.12 |
| VTWAX Vanguard TTL WRL STK Ind-Adm | Sold out | 0.00% | −0.12 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.11 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.11 |
| ERIC Ericsson (lm) Tel-SP ADR | Sold out | 0.00% | −0.11 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.11 |
| TELFY Telefonica SA-Spon ADR | Sold out | 0.00% | −0.11 |
| BASFY Basf SE-Spon ADR | Sold out | 0.00% | −0.11 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.11 |
| PM Philip Morris International | Sold out | 0.00% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -6.1% | 0.28% | −0.10 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.10 |
| International Equity Index Pool | Sold out | 0.00% | −0.10 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.10 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.09 |
| Total Market Equity Index Pool | Sold out | 0.00% | −0.09 |
| FSKAX Fidelity TTL MKT Indx | Sold out | 0.00% | −0.09 |
| NOK Nokia Corp.-Spon ADR | Sold out | 0.00% | −0.09 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.08 |
| T AT&T Inc. | Reduce -13.8% | 0.11% | −0.08 |
| SWTSX Schwab Tot STK MRKT Indx | Sold out | 0.00% | −0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| UNH Unitedhealth Group Inc. | Add +2.3% | 1.50% | +0.46 |
| LRCX Lam Research Corp. | Add +2064.7% | 0.53% | +0.36 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +14.8% | 1.09% | +0.30 |
| ADP Automatic Data Processing | Add +734.4% | 0.51% | +0.24 |
| CVS CVS Health Corp. | Add +95.5% | 0.41% | +0.22 |
| IBM Intl Business Machines Corp. | Add +993.2% | 0.52% | +0.22 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +289.8% | 0.48% | +0.21 |
| VNQ Vanguard Real Estate ETF | Add +448.8% | 0.55% | +0.21 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +327900.0% | 0.57% | +0.20 |
| ITW Illinois Tool Works | Add +1079.4% | 0.45% | +0.17 |
| KOF Coca-Cola Femsa Sab-SP ADR | Add +217.5% | 0.43% | +0.17 |
| UNP Union Pacific Corp. | Add +100.2% | 0.41% | +0.17 |
| NGG National Grid PLC-SP ADR | Add +350.0% | 0.45% | +0.15 |
| KO The Coca-Cola Co. | Add +58.1% | 0.39% | +0.14 |
| RSG Republic Services Inc. | Add +645.8% | 0.43% | +0.14 |
| DIS The Walt Disney Co. | Add +97.4% | 0.39% | +0.12 |
| SAP Sap SE-Sponsored ADR | Add +131.8% | 0.44% | +0.12 |
| SLF Sun Life Financial Inc. | Add +18.3% | 0.29% | +0.12 |
| SRE Sempra | Add +43.9% | 0.40% | +0.12 |
| AER Aercap Holdings NV | New | 0.11% | +0.11 |
| LMT Lockheed Martin Corp. | Add +20593.3% | 0.59% | +0.11 |
| ELV Elevance Health Inc. | Add +2.4% | 0.56% | +0.11 |
| BTI British American Tob-SP ADR | Add +53.9% | 0.30% | +0.11 |
| IX Orix - Sponsored ADR | Add +5.1% | 0.59% | +0.11 |
| KSPI JSC Kaspi.kz ADR | New | 0.10% | +0.10 |
| TM Toyota Motor Corp. -Spon ADR | Add +69.1% | 0.58% | +0.10 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.10% | +0.10 |
| VIG Vanguard Dividend Apprec ETF | Add +3110.5% | 0.26% | +0.09 |
| FMX Fomento Economico Mex-SP ADR | Add +73.8% | 0.24% | +0.09 |
| EMR Emerson Electric Co. | Add +615.0% | 0.25% | +0.09 |
| BVN Cia DE Minas Buenaventur-ADR | Add +83.8% | 0.50% | +0.08 |
| MDLZ Mondelez International Inc. Class A | Add +11.7% | 0.28% | +0.08 |
| OTIS Otis Worldwide Corp. | New | 0.07% | +0.07 |
| PG The Procter & Gamble Co. | Add +71.5% | 0.33% | +0.07 |
| MRSH Marsh & McLennan Cos | Add +2.2% | 0.32% | +0.07 |
| COP Conocophillips | New | 0.06% | +0.06 |
| ORLY O'reilly Automotive Inc. | Add +73.5% | 0.15% | +0.06 |
| NOC Northrop Grumman Corp. | Add +617.7% | 0.59% | +0.05 |
| NTR Nutrien Ltd. | New | 0.05% | +0.05 |
| PEP Pepsico Inc. | Add +21.4% | 0.25% | +0.04 |
| NTES Netease Inc.-ADR | Add +20.4% | 0.18% | +0.04 |
| UL Unilever PLC-Sponsored ADR | Add +9.2% | 0.43% | +0.02 |
| AON Aon PLC Class A | Add +19.9% | 0.16% | +0.02 |
| AMX America Movil Sab DE CV | Add +13.9% | 0.22% | +0.01 |
| RACE Ferrari NV | Add +1.1% | 0.46% | +0.01 |
| GRMN Garmin Ltd. | Add +4.2% | 0.30% | −0.01 |
| TS Tenaris SA-ADR | Add +2.8% | 0.07% | −0.01 |
| BKR Baker Hughes Co. | Add +0.1% | 0.07% | −0.01 |
| TTE Totalenergies SE | Add +14.0% | 0.17% | −0.02 |
| SBS Cia Saneamento Basico DE-ADR | Add +0.1% | 0.14% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $427.1M | GOOG, AAPL, GOOGL, USMV, MU |
| Q1 2026 | 233 | $390.9M | GOOG, AAPL, USMV, GOOGL, EFAV |
| Q4 2025 | 199 | $382.4M | GOOG, AAPL, USMV, GOOGL, EFAV |
| Q3 2025 | 200 | $370.6M | AAPL, GOOG, USMV, EFAV, GOOGL |
| Q2 2025 | 214 | $358.9M | AAPL, USMV, GOOG, EFAV, EEMV |
| Q1 2025 | 214 | $345.6M | AAPL, USMV, EFAV, GOOG, EEMV |
| Q4 2024 | 216 | $350.4M | AAPL, GOOG, USMV, EEMV, EFAV |
| Q3 2024 | 221 | $358.7M | AAPL, USMV, GOOG, EEMV, EFAV |
| Q2 2024 | 178 | $316.0M | AAPL, GOOG, USMV, EEMV, EFAV |
| Q1 2024 | 179 | $309.5M | AAPL, USMV, GOOG, EEMV, EFAV |