Lester Murray Antman dba SimplyRich

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Lester Murray Antman dba SimplyRich reported 179 stock positions worth $309.5 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by iShares MSCI USA Min Vol Fac (USMV, 5.1%) and Alphabet Class C (GOOG, 4.9%). Compared with Q4 2023, it opened 12 new positions, sold out of 6, added to 59 and reduced 23. The biggest buy was Toyota Motor Corp. -Spon ADR (TM, shares +0%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
CARLSBAD, CA
CIK
0001725888
Portfolio Value
$309.5M (Q1 2024)
SEC Filing
0001792704-24-000012 ↗ filed May 3, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $309.5M $309.5M Q1 2024 Q2 2024: $316.0M Q2 2024 Q3 2024: $358.7M Q3 2024 Q4 2024: $350.4M Q4 2024 Q1 2025: $345.6M Q1 2025 Q2 2025: $358.9M Q2 2025 Q3 2025: $370.6M Q3 2025 Q4 2025: $382.4M Q4 2025 Q1 2026: $390.9M Q1 2026 Q2 2026: $427.1M Q2 2026

Holdings 179 stocks · $309.5M
AAPL Apple Inc. 6.11% 110,246 $18.9M Reduce -0.3%
USMV iShares MSCI USA Min Vol Fac 5.12% 189,537 $15.8M Reduce -0.0%
GOOG Alphabet Inc. Class C 4.91% 99,768 $15.2M Reduce -0.1%
EEMV iShares MSCI Emg MKT Min Vol 4.52% 247,449 $14.0M Add +1.5%
EFAV iShares MSCI Eafe Min Vol Fa 4.33% 189,183 $13.4M Add +0.6%
NVO Novo-Nordisk A/S-Spons ADR 3.59% 86,528 $11.1M No change
MSFT Microsoft Corp. 3.58% 26,299 $11.1M Reduce -0.4%
GOOGL Alphabet Inc. Class A 3.01% 61,780 $9.3M No change
UNH Unitedhealth Group Inc. 2.43% 15,198 $7.5M Add +0.1%
REET iShares Global REIT ETF 2.38% 310,925 $7.4M Reduce -3.9%
V Visa Inc. Class A 2.13% 23,645 $6.6M No change
HD Home Depot Inc. 2.09% 16,845 $6.5M Add +0.1%
TSM Taiwan Semiconductor-SP ADR 1.55% 35,260 $4.8M No change
CI The Cigna Group 1.47% 12,540 $4.6M No change
RSP Invesco S&P 500 Equal Weight 1.42% 26,011 $4.4M No change
RELX Relx PLC - Spon ADR 1.07% 76,694 $3.3M Add +1.3%
GIB Cgi Inc. 1.07% 29,858 $3.3M Add +1.2%
ELV Elevance Health Inc. 1.01% 6,056 $3.1M Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.97% 7,132 $3.0M No change
SCCO Southern Copper Corp. 0.95% 27,644 $2.9M No change
MCD McDonald's Corp. 0.94% 10,321 $2.9M Add +0.2%
ACN Accenture PLC Class A 0.91% 8,088 $2.8M No change
MCK McKesson Corp. 0.87% 5,007 $2.7M Add +0.3%
WMT Walmart Inc. 0.86% 44,052 $2.7M Add +0.3%
AMGN Amgen Inc. 0.84% 9,173 $2.6M No change
MA Mastercard Inc. Class A 0.80% 5,162 $2.5M No change
NKE Nike Inc. Class B 0.78% 25,721 $2.4M No change
VIPS Vipshop Holdings Ltd. - ADR 0.77% 144,386 $2.4M Add +0.3%
RACE Ferrari NV 0.77% 5,443 $2.4M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.77% 23,358 $2.4M No change
TM Toyota Motor Corp. -Spon ADR 0.76% 9,371 $2.4M Add +0.4%
PCAR Paccar Inc. 0.76% 19,007 $2.4M Add +0.4%
CMCSA Comcast Corp. Class A 0.75% 53,276 $2.3M Reduce -0.1%
CNI Canadian Natl Railway Co. 0.73% 17,148 $2.3M Add +0.3%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.69% 13,800 $2.1M Reduce -1.8%
AMZN Amazon.com Inc. 0.66% 11,280 $2.0M No change
MU Micron Technology Inc. 0.61% 15,900 $1.9M No change
ASML ASML Holding NV-NY Reg SHS 0.60% 1,903 $1.8M No change
CB Chubb Ltd. 0.59% 7,023 $1.8M Add +1.1%
FDX FedEx Corp. 0.58% 6,246 $1.8M No change
SHEL Shell PLC-ADR 0.58% 26,743 $1.8M Add +0.6%
MSI Motorola Solutions Inc. 0.56% 4,869 $1.7M No change
ICE Intercontinental Exchange Inc. 0.54% 12,085 $1.7M No change
CME Cme Group Inc. 0.53% 7,617 $1.6M Add +0.1%
UL Unilever PLC 0.53% 32,669 $1.6M Add +1.5%
RBA RB Global Inc. 0.52% 21,230 $1.6M Reduce -0.1%
CSCO Cisco Systems Inc. 0.52% 32,376 $1.6M Add +0.4%
ACWV iShares MSCI Global Min Vol 0.52% 15,199 $1.6M Add +5.6%
NVS Novartis AG-Sponsored ADR 0.50% 16,143 $1.6M Add +0.4%
FISV Fiserv Inc. 0.49% 9,418 $1.5M No change
NOC Northrop Grumman Corp. 0.47% 3,067 $1.5M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.47% 11,973 $1.5M Reduce -0.2%
SAP Sap SE-Sponsored ADR 0.46% 7,375 $1.4M No change
RTX RTX Corp. 0.46% 14,605 $1.4M No change
LYB Lyondellbasell Indu Class A 0.45% 13,654 $1.4M No change
COST Costco Wholesale Corp. 0.44% 1,863 $1.4M Add +0.5%
PNC PNC Financial Services Group 0.43% 8,255 $1.3M No change
VNQ Vanguard Real Estate ETF 0.43% 15,344 $1.3M Reduce -1.4%
ADP Automatic Data Processing 0.43% 5,283 $1.3M Add +1.0%
PYPL PayPal Holdings Inc. 0.41% 18,920 $1.3M No change
LMT Lockheed Martin Corp. 0.40% 2,743 $1.2M Add +0.5%
HMC Honda Motor Co. Ltd.-Spons ADR 0.39% 32,433 $1.2M No change
AFL Aflac Inc. 0.39% 14,002 $1.2M Add +0.6%
IMO Imperial Oil Ltd. 0.39% 17,266 $1.2M No change
MRSH Marsh & McLennan Cos 0.38% 5,774 $1.2M Add +1.0%
AZN Astrazeneca PLC-Spons ADR 0.37% 16,930 $1.1M No change
ITW Illinois Tool Works 0.37% 4,267 $1.1M No change
NGG National Grid PLC-SP ADR 0.36% 16,504 $1.1M Add +0.5%
PG The Procter & Gamble Co. 0.36% 6,920 $1.1M Reduce -0.6%
TTWO Take-Two Interactive Softwre 0.36% 7,560 $1.1M No change
KOF Coca-Cola Femsa Sab-SP ADR 0.36% 11,478 $1.1M No change
TRI Thomson Reuters Corp. 0.36% 7,074 $1.1M No change
TGS Transportador Gas-ADR SP B 0.33% 67,925 $1.0M No change
MDLZ Mondelez International Inc. Class A 0.33% 14,574 $1.0M Add +0.7%
EBAY eBay Inc. 0.33% 19,220 $1.0M No change
RSG Republic Services Inc. 0.32% 5,215 $999K No change
AVGO Broadcom Inc. 0.32% 752 $997K No change
RWO State Street SPDR Dow Jones 0.32% 23,237 $996K No change
BN Brookfield Corp. 0.32% 23,569 $987K No change
INTC Intel Corp. 0.32% 22,321 $986K Add +0.6%
UNP Union Pacific Corp. 0.31% 3,959 $974K No change
TGT Target Corp. 0.31% 5,357 $950K No change
PEP Pepsico Inc. 0.30% 5,391 $944K No change
RZV Invesco S&P Smallcap 600 Pur 0.30% 8,686 $934K No change
WIT Wipro Ltd.-ADR 0.29% 157,861 $908K Add +0.8%
SRE Sempra 0.29% 12,406 $892K Add +0.8%
CVS CVS Health Corp. 0.28% 10,992 $877K Add +0.8%
LIN Linde PLC 0.27% 1,793 $833K Add +1.0%
JCI Johnson Controls Internation 0.27% 12,603 $824K No change
KO The Coca-Cola Co. 0.26% 12,902 $790K Add +0.9%
DHI D.R. Horton Inc. 0.24% 4,595 $757K No change
TTE Totalenergies SE -Spon ADR 0.24% 10,819 $745K Add +4.2%
CAT Caterpillar Inc. 0.24% 1,996 $732K No change
IX Orix - Sponsored ADR filed as ORIX CORP 0.22% 6,279 $692K No change
SONY Sony Group Corp. - SP ADR 0.22% 7,812 $670K Reduce -4.1%
MRK Merck & Co. Inc. 0.21% 5,021 $663K No change
INFY Infosys Ltd.-SP ADR 0.20% 35,311 $634K Add +1.0%
LOGI Logitech International-Reg 0.20% 7,074 $633K Add +1.0%
CHKP Check Point Software Tech 0.20% 3,853 $632K No change
WTW Willis Towers Watson PLC 0.20% 2,235 $615K No change
COOP Mr Cooper Group Inc. 0.20% 7,832 $611K No change
AXIAY Axia Energia-ADR filed as CENTRAIS ELETRICAS BRASILEIR 0.20% 72,834 $609K No change
WPS iShares International Develo 0.20% 21,338 $606K Reduce -0.2%
WM Waste Management Inc. 0.19% 2,811 $600K Add +1.3%
CMBT CMB Tech NV filed as EURONAV NV 0.19% 36,051 $600K Reduce -0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 3,119 $596K Add +1.2%
AON Aon PLC Class A 0.18% 1,711 $571K No change
EMR Emerson Electric Co. 0.18% 5,008 $569K No change
VIG Vanguard Dividend Apprec ETF 0.18% 3,102 $567K No change
TELFY Telefonica SA-Spon ADR 0.17% 118,476 $523K Add +0.8%
DLS Wisdomtree Intl S/C DVD Fund 0.17% 7,995 $522K No change
ORCL Oracle Corp. 0.17% 4,113 $517K No change
META Meta Platforms Inc. Class A 0.17% 1,059 $515K No change
SHY iShares 1-3 Year Treasury Bo 0.16% 6,140 $503K Reduce -1.0%
AMCR Amcor PLC 0.16% 52,667 $501K Add +1.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 952 $498K No change
A Agilent Technologies Inc. 0.16% 3,400 $495K No change
NTR Nutrien Ltd. 0.16% 8,867 $482K Add +88.7%
NMR Nomura Holdings Inc.-Spon ADR 0.15% 71,578 $460K New
RDY Dr. Reddy's Laboratories-ADR 0.14% 5,994 $440K Add +1.5%
COF Capital One Financial Corp. 0.14% 2,939 $438K No change
DEO Diageo PLC-Sponsored ADR 0.14% 2,860 $426K Add +15.3%
ALC Alcon Inc. filed as ALCON AG 0.14% 5,082 $424K Add +1.5%
CAH Cardinal Health Inc. 0.13% 3,700 $415K No change
PSO Pearson PLC-Sponsored ADR 0.13% 31,440 $414K Add +8.6%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.13% 5,103 $407K No change
AMX America Movil Sab DE CV 0.13% 21,720 $406K Reduce -0.1%
VOO Vanguard S&P 500 ETF 0.13% 811 $390K No change
HLN Haleon PLC-ADR 0.12% 44,218 $376K Add +1.8%
NTES Netease Inc.-ADR 0.12% 3,612 $374K Add +2.1%
SYY Sysco Corp. 0.12% 4,607 $374K No change
CHT Chunghwa Telecom LT-Spon ADR 0.12% 9,459 $371K No change
GRMN Garmin Ltd. 0.12% 2,477 $369K Add +2.0%
RCI Rogers Communications Inc. Class B 0.12% 8,741 $359K Add +0.4%
CRH CRH PLC 0.11% 4,084 $353K New
TAK Takeda Pharmaceutic-SP ADR 0.11% 25,245 $351K New
AZO AutoZone Inc. 0.11% 111 $350K Add +1.8%
IJS iShares S&P Small-Cap 600 Va 0.11% 3,334 $343K No change
TSEM Tower Semiconductor Ltd. 0.11% 10,218 $342K New
GD General Dynamics Corp. 0.11% 1,203 $340K No change
BTI British American Tob-SP ADR 0.11% 10,984 $336K Add +58.8%
NICE Nice Ltd. - Spon ADR 0.11% 1,269 $331K New
SCHW Schwab (charles) Corp. 0.11% 4,510 $327K No change
TEL Te Connectivity Ltd. 0.10% 2,200 $320K No change
LRCX Lam Research Corp. 0.10% 324 $315K No change
VZ Verizon Communications Inc. 0.10% 7,456 $313K Reduce -0.6%
FNDX Schwab Fndmntl US LRG Co. ETF 0.10% 4,520 $305K No change
ADM Archer-Daniels-Midland Co. 0.10% 4,762 $300K Reduce -81.9%
JANX Janux Therapeutics Inc. 0.10% 7,964 $300K New
PSA Public Storage 0.10% 1,026 $298K Add +2.3%
SIRI Sirius XM Holdings Inc. 0.10% 75,740 $294K Reduce -10.6%
TMO Thermo Fisher Scientific Inc. 0.09% 498 $290K No change
CVX Chevron Corp. 0.09% 1,832 $289K New
BNTX Biontech SE-ADR 0.09% 3,112 $288K Add +30.1%
ORLY O'reilly Automotive Inc. 0.09% 252 $285K No change
OTEX Open Text Corp. 0.09% 7,307 $284K Reduce -1.3%
GFI Gold Fields Ltd.-Spons ADR 0.09% 17,407 $277K Reduce -0.1%
FMX Fomento Economico Mex-SP ADR 0.09% 2,088 $273K No change
HOLI Hollysys Automation Technolo 0.09% 10,500 $269K Add +6.9%
DBP Invesco DB Precious Metals F 0.09% 5,000 $268K No change
KEYS Keysight Technologies Inc. 0.09% 1,700 $266K No change
TCOM Trip.com Group Ltd.-ADR 0.09% 6,001 $264K Add +2.9%
RIO Rio Tinto PLC-Spon ADR 0.09% 4,126 $263K Reduce -4.7%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.08% 6,507 $257K Add +5.7%
DELL Dell Technologies -C 0.08% 2,239 $256K New
BAM Brookfield Asset Mgmt-A 0.08% 5,889 $248K No change
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.08% 14,686 $248K No change
EXPD Expeditors Intl Wash Inc. 0.08% 2,034 $248K No change
SLF Sun Life Financial Inc. 0.08% 4,474 $245K No change
VLO Valero Energy Corp. 0.08% 1,435 $245K New
UPS United Parcel Service Class B 0.08% 1,614 $240K No change
TXN Texas Instruments Inc. 0.07% 1,298 $227K Add +3.3%
GLD SPDR Gold Shares 0.07% 1,089 $225K No change
PKG Packaging Corp. of America 0.07% 1,176 $224K New
PM Philip Morris International 0.07% 2,427 $223K Reduce -0.2%
DHR Danaher Corp. 0.07% 879 $220K Add +1.6%
SIMO Silicon Motion Technol-ADR 0.07% 2,857 $220K New
LSXMK Liberty Media Corp.-Liber-New 0.07% 7,124 $212K New
MGA Magna International Inc. 0.07% 3,800 $208K No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -0.3% 6.11% −1.21
ADM Archer-Daniels-Midland Co. Reduce -81.9% 0.10% −0.56
REET iShares Global REIT ETF Reduce -3.9% 2.38% −0.31
ABBNY Abb Ltd.-Spon ADR Sold out 0.00% −0.28
VALE Vale SA-SP ADR Sold out 0.00% −0.18
ABEV Ambev SA-ADR Sold out 0.00% −0.07
BIDU Baidu Inc. - Spon ADR Sold out 0.00% −0.07
WPM Wheaton Precious Metals Corp. Sold out 0.00% −0.07
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.07
SIRI Sirius XM Holdings Inc. Reduce -10.6% 0.10% −0.06
CMCSA Comcast Corp. Class A Reduce -0.1% 0.75% −0.06
SONY Sony Group Corp. - SP ADR Reduce -4.1% 0.22% −0.05
VNQ Vanguard Real Estate ETF Reduce -1.4% 0.43% −0.04
RIO Rio Tinto PLC-Spon ADR Reduce -4.7% 0.09% −0.03
CMBT CMB Tech NV Reduce -0.6% 0.19% −0.03
EL Estee Lauder Companies Class A Reduce -1.8% 0.69% −0.02
OTEX Open Text Corp. Reduce -1.3% 0.09% −0.02
WPS iShares International Develo Reduce -0.2% 0.20% −0.01
SHY iShares 1-3 Year Treasury Bo Reduce -1.0% 0.16% −0.01
AMX America Movil Sab DE CV Reduce -0.1% 0.13% −0.01
PM Philip Morris International Reduce -0.2% 0.07% −0.01
GFI Gold Fields Ltd.-Spons ADR Reduce -0.1% 0.09% +0.00
VZ Verizon Communications Inc. Reduce -0.6% 0.10% +0.00
PG The Procter & Gamble Co. Reduce -0.6% 0.36% +0.01
USMV iShares MSCI USA Min Vol Fac Reduce -0.0% 5.12% +0.03
RBA RB Global Inc. Reduce -0.1% 0.52% +0.03
GOOG Alphabet Inc. Class C Reduce -0.1% 4.91% +0.07
DIS The Walt Disney Co. Reduce -0.2% 0.47% +0.10
MSFT Microsoft Corp. Reduce -0.4% 3.58% +0.16

Portfolio Buys Q4 2023 → Q1 2024
TM Toyota Motor Corp. -Spon ADR Add +0.4% 0.76% +0.17
NMR Nomura Holdings Inc.-Spon ADR New 0.15% +0.15
PCAR Paccar Inc. Add +0.4% 0.76% +0.13
CRH CRH PLC New 0.11% +0.11
TAK Takeda Pharmaceutic-SP ADR New 0.11% +0.11
TSEM Tower Semiconductor Ltd. New 0.11% +0.11
NICE Nice Ltd. - Spon ADR New 0.11% +0.11
JANX Janux Therapeutics Inc. New 0.10% +0.10
CVX Chevron Corp. New 0.09% +0.09
DELL Dell Technologies -C New 0.08% +0.08
HD Home Depot Inc. Add +0.1% 2.09% +0.08
VLO Valero Energy Corp. New 0.08% +0.08
MCK McKesson Corp. Add +0.3% 0.87% +0.07
PKG Packaging Corp. of America New 0.07% +0.07
SIMO Silicon Motion Technol-ADR New 0.07% +0.07
LSXMK Liberty Media Corp.-Liber-New New 0.07% +0.07
NTR Nutrien Ltd. Add +88.7% 0.16% +0.06
WMT Walmart Inc. Add +0.3% 0.86% +0.06
CB Chubb Ltd. Add +1.1% 0.59% +0.05
RELX Relx PLC - Spon ADR Add +1.3% 1.07% +0.04
BTI British American Tob-SP ADR Add +58.8% 0.11% +0.04
ELV Elevance Health Inc. Add +0.2% 1.01% +0.04
WM Waste Management Inc. Add +1.3% 0.19% +0.02
COST Costco Wholesale Corp. Add +0.5% 0.44% +0.02
ACWV iShares MSCI Global Min Vol Add +5.6% 0.52% +0.02
IBM Intl Business Machines Corp. Add +1.2% 0.19% +0.02
LIN Linde PLC Add +1.0% 0.27% +0.02
AZO AutoZone Inc. Add +1.8% 0.11% +0.02
DEO Diageo PLC-Sponsored ADR Add +15.3% 0.14% +0.01
TCOM Trip.com Group Ltd.-ADR Add +2.9% 0.09% +0.01
MRSH Marsh & McLennan Cos Add +1.0% 0.38% +0.01
GRMN Garmin Ltd. Add +2.0% 0.12% +0.01
TELFY Telefonica SA-Spon ADR Add +0.8% 0.17% +0.01
PSO Pearson PLC-Sponsored ADR Add +8.6% 0.13% +0.01
NTES Netease Inc.-ADR Add +2.1% 0.12% +0.01
ADP Automatic Data Processing Add +1.0% 0.43% +0.01
BNTX Biontech SE-ADR Add +30.1% 0.09% +0.01
ALC Alcon Inc. Add +1.5% 0.14% +0.00
DHR Danaher Corp. Add +1.6% 0.07% +0.00
RDY Dr. Reddy's Laboratories-ADR Add +1.5% 0.14% +0.00
TTE Totalenergies SE -Spon ADR Add +4.2% 0.24% +0.00
TXN Texas Instruments Inc. Add +3.3% 0.07% −0.00
HLN Haleon PLC-ADR Add +1.8% 0.12% −0.00
HOLI Hollysys Automation Technolo Add +6.9% 0.09% −0.00
HSBC HSBC Holdings PLC-Spons ADR Add +5.7% 0.08% −0.00
KO The Coca-Cola Co. Add +0.9% 0.26% −0.00
AFL Aflac Inc. Add +0.6% 0.39% −0.01
UL Unilever PLC Add +1.5% 0.53% −0.01
WIT Wipro Ltd.-ADR Add +0.8% 0.29% −0.01
CNI Canadian Natl Railway Co. Add +0.3% 0.73% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$427.1MGOOG, AAPL, GOOGL, USMV, MU
Q1 2026 233$390.9MGOOG, AAPL, USMV, GOOGL, EFAV
Q4 2025 199$382.4MGOOG, AAPL, USMV, GOOGL, EFAV
Q3 2025 200$370.6MAAPL, GOOG, USMV, EFAV, GOOGL
Q2 2025 214$358.9MAAPL, USMV, GOOG, EFAV, EEMV
Q1 2025 214$345.6MAAPL, USMV, EFAV, GOOG, EEMV
Q4 2024 216$350.4MAAPL, GOOG, USMV, EEMV, EFAV
Q3 2024 221$358.7MAAPL, USMV, GOOG, EEMV, EFAV
Q2 2024 178$316.0MAAPL, GOOG, USMV, EEMV, EFAV
Q1 2024 179$309.5MAAPL, USMV, GOOG, EEMV, EFAV