Lester Murray Antman dba SimplyRich
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Lester Murray Antman dba SimplyRich reported 178 stock positions worth $316.0 million. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Alphabet Class C (GOOG, 5.8%) and iShares MSCI USA Min Vol Fac (USMV, 5.0%). Compared with Q1 2024, it opened 9 new positions, sold out of 10, added to 48 and reduced 41. The biggest buy was Garmin (GRMN, shares +98%) and the biggest sale Estee Lauder Companies Class A (EL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001725888
- Portfolio Value
- $316.0M (Q2 2024)
- SEC Filing
- 0001906967-24-000007 ↗ filed Jul 26, 2024
Holdings Value
Holdings 178 stocks · $316.0M
| AAPL Apple Inc. | 7.35% | 110,246 | $23.2M | No change |
| GOOG Alphabet Inc. Class C | 5.79% | 99,712 | $18.3M | Reduce -0.1% |
| USMV iShares MSCI USA Min Vol Fac | 5.02% | 188,898 | $15.9M | Reduce -0.3% |
| EEMV iShares MSCI Emg MKT Min Vol | 4.51% | 248,989 | $14.2M | Add +0.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 4.28% | 194,972 | $13.5M | Add +3.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.91% | 86,524 | $12.3M | Reduce 0.0% |
| MSFT Microsoft Corp. | 3.72% | 26,299 | $11.8M | No change |
| GOOGL Alphabet Inc. Class A | 3.56% | 61,780 | $11.3M | No change |
| UNH Unitedhealth Group Inc. | 2.45% | 15,199 | $7.7M | Add +0.0% |
| REET iShares Global REIT ETF | 2.21% | 300,217 | $7.0M | Reduce -3.4% |
| V Visa Inc. Class A | 1.96% | 23,572 | $6.2M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.94% | 35,260 | $6.1M | No change |
| HD Home Depot Inc. | 1.84% | 16,853 | $5.8M | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 1.35% | 26,011 | $4.3M | No change |
| CI The Cigna Group | 1.31% | 12,504 | $4.1M | Reduce -0.3% |
| RELX Relx PLC - Spon ADR | 1.11% | 76,613 | $3.5M | Reduce -0.1% |
| ELV Elevance Health Inc. | 1.05% | 6,112 | $3.3M | Add +0.9% |
| SCCO Southern Copper Corp. | 0.95% | 27,920 | $3.0M | Add +1.0% |
| WMT Walmart Inc. | 0.95% | 44,233 | $3.0M | Add +0.4% |
| MCK McKesson Corp. | 0.93% | 5,026 | $2.9M | Add +0.4% |
| GIB Cgi Inc. | 0.93% | 29,372 | $2.9M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 7,087 | $2.9M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.90% | 9,095 | $2.8M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.82% | 10,209 | $2.6M | Reduce -1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.81% | 23,358 | $2.6M | No change |
| ACN Accenture PLC Class A | 0.78% | 8,088 | $2.5M | No change |
| MA Mastercard Inc. Class A | 0.72% | 5,162 | $2.3M | No change |
| RACE Ferrari NV | 0.70% | 5,443 | $2.2M | No change |
| AMZN Amazon.com Inc. | 0.69% | 11,280 | $2.2M | No change |
| MU Micron Technology Inc. | 0.66% | 15,900 | $2.1M | No change |
| CMCSA Comcast Corp. Class A | 0.66% | 53,276 | $2.1M | No change |
| CNI Canadian Natl Railway Co. | 0.64% | 17,171 | $2.0M | Add +0.1% |
| PCAR Paccar Inc. | 0.62% | 19,067 | $2.0M | Add +0.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.62% | 1,903 | $1.9M | No change |
| SHEL Shell PLC-ADR | 0.61% | 26,901 | $1.9M | Add +0.6% |
| TM Toyota Motor Corp. -Spon ADR | 0.61% | 9,387 | $1.9M | Add +0.2% |
| MSI Motorola Solutions Inc. | 0.61% | 4,966 | $1.9M | Add +2.0% |
| NKE Nike Inc. Class B | 0.61% | 25,432 | $1.9M | Reduce -1.1% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.59% | 143,878 | $1.9M | Reduce -0.3% |
| FDX FedEx Corp. | 0.59% | 6,246 | $1.9M | No change |
| CB Chubb Ltd. | 0.57% | 7,065 | $1.8M | Add +0.6% |
| UL Unilever PLC | 0.54% | 31,121 | $1.7M | Reduce -4.7% |
| ICE Intercontinental Exchange Inc. | 0.52% | 11,895 | $1.6M | Reduce -1.6% |
| RBA RB Global Inc. | 0.51% | 21,214 | $1.6M | Reduce -0.1% |
| NVS Novartis AG-Sponsored ADR | 0.51% | 15,054 | $1.6M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 0.50% | 1,877 | $1.6M | Add +0.8% |
| ACWV iShares MSCI Global Min Vol | 0.50% | 15,006 | $1.6M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.49% | 32,597 | $1.5M | Add +0.7% |
| CME Cme Group Inc. | 0.48% | 7,667 | $1.5M | Add +0.7% |
| SAP Sap SE-Sponsored ADR | 0.47% | 7,375 | $1.5M | No change |
| RTX RTX Corp. | 0.45% | 14,216 | $1.4M | Reduce -2.7% |
| FISV Fiserv Inc. | 0.44% | 9,418 | $1.4M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.43% | 12,916 | $1.4M | Reduce -6.4% |
| NOC Northrop Grumman Corp. | 0.42% | 3,067 | $1.3M | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.42% | 16,930 | $1.3M | No change |
| LYB Lyondellbasell Indu Class A | 0.41% | 13,654 | $1.3M | No change |
| TGS Transportador Gas-ADR SP B | 0.41% | 68,485 | $1.3M | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.41% | 2,765 | $1.3M | Add +0.8% |
| VNQ Vanguard Real Estate ETF | 0.41% | 15,344 | $1.3M | No change |
| PNC PNC Financial Services Group | 0.41% | 8,255 | $1.3M | No change |
| ADP Automatic Data Processing | 0.40% | 5,328 | $1.3M | Add +0.8% |
| AFL Aflac Inc. | 0.40% | 14,130 | $1.3M | Add +0.9% |
| MRSH Marsh & McLennan Cos | 0.39% | 5,827 | $1.2M | Add +0.9% |
| AVGO Broadcom Inc. | 0.38% | 752 | $1.2M | No change |
| TRI Thomson Reuters Corp. | 0.38% | 7,074 | $1.2M | No change |
| IMO Imperial Oil Ltd. | 0.37% | 17,266 | $1.2M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 11,848 | $1.2M | Reduce -1.0% |
| TTWO Take-Two Interactive Softwre | 0.37% | 7,560 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.36% | 6,907 | $1.1M | Reduce -0.2% |
| PYPL PayPal Holdings Inc. | 0.35% | 18,920 | $1.1M | No change |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.33% | 32,388 | $1.0M | Reduce -0.1% |
| EBAY eBay Inc. | 0.33% | 19,220 | $1.0M | No change |
| RSG Republic Services Inc. | 0.32% | 5,215 | $1.0M | No change |
| ITW Illinois Tool Works | 0.32% | 4,267 | $1.0M | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.31% | 11,478 | $985K | No change |
| BN Brookfield Corp. | 0.31% | 23,569 | $979K | No change |
| RWO State Street SPDR Dow Jones | 0.31% | 23,237 | $965K | No change |
| MDLZ Mondelez International Inc. Class A | 0.30% | 14,727 | $963K | Add +1.1% |
| WIT Wipro Ltd.-ADR | 0.30% | 156,817 | $956K | Reduce -0.7% |
| SRE Sempra | 0.30% | 12,558 | $955K | Add +1.2% |
| UNP Union Pacific Corp. | 0.28% | 3,959 | $895K | No change |
| PEP Pepsico Inc. | 0.28% | 5,281 | $870K | Reduce -2.0% |
| RZV Invesco S&P Smallcap 600 Pur | 0.27% | 8,685 | $861K | Reduce -0.0% |
| LOGI Logitech International-Reg | 0.27% | 8,650 | $838K | Add +22.3% |
| JCI Johnson Controls Internation | 0.26% | 12,603 | $837K | No change |
| KO The Coca-Cola Co. | 0.26% | 13,079 | $832K | Add +1.4% |
| GRMN Garmin Ltd. | 0.25% | 4,906 | $799K | Add +98.1% |
| TGT Target Corp. | 0.25% | 5,357 | $793K | No change |
| LIN Linde PLC | 0.25% | 1,801 | $790K | Add +0.5% |
| NGG National Grid PLC-SP ADR | 0.24% | 13,321 | $756K | Reduce -19.3% |
| MRK Merck & Co. Inc. | 0.24% | 6,053 | $749K | Add +20.6% |
| TTE Totalenergies SE -Spon ADR | 0.23% | 10,935 | $729K | Add +1.1% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.22% | 6,279 | $698K | No change |
| CAT Caterpillar Inc. | 0.21% | 1,996 | $664K | No change |
| INTC Intel Corp. | 0.21% | 21,342 | $660K | Reduce -4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 3,817 | $660K | Add +22.4% |
| DHI D.R. Horton Inc. | 0.20% | 4,595 | $647K | No change |
| INFY Infosys Ltd.-SP ADR | 0.20% | 34,769 | $647K | Reduce -1.5% |
| COOP Mr Cooper Group Inc. | 0.20% | 7,832 | $636K | No change |
| CHKP Check Point Software Tech | 0.20% | 3,809 | $628K | Reduce -1.1% |
Portfolio Sells Q1 2024 → Q2 2024
| EL Estee Lauder Companies Class A | Reduce -6.4% | 0.43% | −0.25 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.22 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -0.3% | 0.59% | −0.18 |
| NKE Nike Inc. Class B | Reduce -1.1% | 0.61% | −0.17 |
| V Visa Inc. Class A | Reduce -0.3% | 1.96% | −0.17 |
| REET iShares Global REIT ETF | Reduce -3.4% | 2.21% | −0.17 |
| CI The Cigna Group | Reduce -0.3% | 1.31% | −0.16 |
| GIB Cgi Inc. | Reduce -1.6% | 0.93% | −0.14 |
| NGG National Grid PLC-SP ADR | Reduce -19.3% | 0.24% | −0.12 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.82% | −0.12 |
| RCI Rogers Communications Inc. Class B | Sold out | 0.00% | −0.12 |
| TAK Takeda Pharmaceutic-SP ADR | Sold out | 0.00% | −0.11 |
| TSEM Tower Semiconductor Ltd. | Sold out | 0.00% | −0.11 |
| INTC Intel Corp. | Reduce -4.4% | 0.21% | −0.11 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.11 |
| DIS The Walt Disney Co. | Reduce -1.0% | 0.37% | −0.10 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.3% | 5.02% | −0.10 |
| CVS CVS Health Corp. | Reduce -8.7% | 0.19% | −0.10 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.10 |
| BNTX Biontech SE-ADR | Sold out | 0.00% | −0.09 |
| SBS Cia Saneamento Basico DE-ADR | Sold out | 0.00% | −0.08 |
| LSXMK Liberty Media Corp.-Liber-New | Sold out | 0.00% | −0.07 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.07 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Reduce -0.1% | 0.33% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.91% | −0.06 |
| PEP Pepsico Inc. | Reduce -2.0% | 0.28% | −0.03 |
| RZV Invesco S&P Smallcap 600 Pur | Reduce -0.0% | 0.27% | −0.03 |
| BTI British American Tob-SP ADR | Reduce -23.3% | 0.08% | −0.03 |
| NTES Netease Inc.-ADR | Reduce -10.6% | 0.10% | −0.02 |
| OTEX Open Text Corp. | Reduce -1.4% | 0.07% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -1.6% | 0.52% | −0.02 |
| ACWV iShares MSCI Global Min Vol | Reduce -1.3% | 0.50% | −0.02 |
| HOLI Hollysys Automation Technolo | Reduce -6.5% | 0.07% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -7.0% | 0.10% | −0.02 |
| TELFY Telefonica SA-Spon ADR | Reduce -0.5% | 0.16% | −0.01 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -2.2% | 0.16% | −0.01 |
| RBA RB Global Inc. | Reduce -0.1% | 0.51% | −0.01 |
| RTX RTX Corp. | Reduce -2.7% | 0.45% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.0% | 0.16% | −0.01 |
| CHKP Check Point Software Tech | Reduce -1.1% | 0.20% | −0.01 |
| PSA Public Storage | Reduce -2.2% | 0.09% | −0.01 |
| PKG Packaging Corp. of America | Reduce -0.2% | 0.07% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.36% | −0.00 |
| INFY Infosys Ltd.-SP ADR | Reduce -1.5% | 0.20% | −0.00 |
| NVS Novartis AG-Sponsored ADR | Reduce -6.8% | 0.51% | +0.00 |
| WIT Wipro Ltd.-ADR | Reduce -0.7% | 0.30% | +0.01 |
| UL Unilever PLC | Reduce -4.7% | 0.54% | +0.01 |
| RELX Relx PLC - Spon ADR | Reduce -0.1% | 1.11% | +0.04 |
| AMGN Amgen Inc. | Reduce -0.8% | 0.90% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce 0.0% | 3.91% | +0.32 |
Portfolio Buys Q1 2024 → Q2 2024
| GRMN Garmin Ltd. | Add +98.1% | 0.25% | +0.13 |
| RGA Reinsurance Group of America | New | 0.12% | +0.12 |
| AU Anglogold Ashanti PLC | New | 0.12% | +0.12 |
| GPC Genuine Parts Co. | New | 0.10% | +0.10 |
| EG Everest Group Ltd. | New | 0.09% | +0.09 |
| WMT Walmart Inc. | Add +0.4% | 0.95% | +0.09 |
| B Barrick Gold Corp. | New | 0.08% | +0.08 |
| TGS Transportador Gas-ADR SP B | Add +0.8% | 0.41% | +0.08 |
| WPM Wheaton Precious Metals Corp. | New | 0.07% | +0.07 |
| BKNG Booking Holdings Inc. | New | 0.07% | +0.07 |
| ASX Ase Technology Holding -ADR | New | 0.06% | +0.06 |
| VRSK Verisk Analytics Inc. | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.8% | 0.50% | +0.06 |
| LOGI Logitech International-Reg | Add +22.3% | 0.27% | +0.06 |
| MCK McKesson Corp. | Add +0.4% | 0.93% | +0.06 |
| MSI Motorola Solutions Inc. | Add +2.0% | 0.61% | +0.05 |
| TCOM Trip.com Group Ltd.-ADR | Add +45.7% | 0.13% | +0.04 |
| SHEL Shell PLC-ADR | Add +0.6% | 0.61% | +0.04 |
| ELV Elevance Health Inc. | Add +0.9% | 1.05% | +0.03 |
| MRK Merck & Co. Inc. | Add +20.6% | 0.24% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.0% | 2.45% | +0.02 |
| AMCR Amcor PLC | Add +10.0% | 0.18% | +0.02 |
| IBM Intl Business Machines Corp. | Add +22.4% | 0.21% | +0.02 |
| SRE Sempra | Add +1.2% | 0.30% | +0.01 |
| AFL Aflac Inc. | Add +0.9% | 0.40% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +3.3% | 0.09% | +0.01 |
| KO The Coca-Cola Co. | Add +1.4% | 0.26% | +0.01 |
| ALC Alcon Inc. | Add +1.2% | 0.14% | +0.01 |
| RDY Dr. Reddy's Laboratories-ADR | Add +3.1% | 0.15% | +0.01 |
| RIO Rio Tinto PLC-Spon ADR | Add +6.5% | 0.09% | +0.01 |
| VZ Verizon Communications Inc. | Add +10.9% | 0.11% | +0.01 |
| LMT Lockheed Martin Corp. | Add +0.8% | 0.41% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +0.9% | 0.39% | +0.00 |
| DHR Danaher Corp. | Add +4.9% | 0.07% | +0.00 |
| SCCO Southern Copper Corp. | Add +1.0% | 0.95% | +0.00 |
| ADM Archer-Daniels-Midland Co. | Add +6.0% | 0.10% | −0.00 |
| BAM Brookfield Asset Mgmt-A | Add +12.9% | 0.08% | −0.00 |
| WM Waste Management Inc. | Add +1.8% | 0.19% | −0.00 |
| HLN Haleon PLC-ADR | Add +2.9% | 0.12% | −0.00 |
| AZO AutoZone Inc. | Add +4.5% | 0.11% | −0.00 |
| PSO Pearson PLC-Sponsored ADR | Add +2.5% | 0.13% | −0.01 |
| NTR Nutrien Ltd. | Add +2.3% | 0.15% | −0.01 |
| TTE Totalenergies SE -Spon ADR | Add +1.1% | 0.23% | −0.01 |
| NMR Nomura Holdings Inc.-Spon ADR | Add +2.5% | 0.13% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +0.6% | 4.51% | −0.02 |
| CB Chubb Ltd. | Add +0.6% | 0.57% | −0.02 |
| LIN Linde PLC | Add +0.5% | 0.25% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Add +1.4% | 0.12% | −0.02 |
| ADP Automatic Data Processing | Add +0.8% | 0.40% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Add +1.1% | 0.30% | −0.03 |
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 |