Lester Murray Antman dba SimplyRich
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Lester Murray Antman dba SimplyRich reported 221 stock positions worth $358.7 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by iShares MSCI USA Min Vol Fac (USMV, 4.8%) and Alphabet Class C (GOOG, 4.6%). Compared with Q2 2024, it opened 51 new positions, sold out of 8, added to 64 and reduced 34. The biggest buy was a new position in LVMH Moet Hennessy-Unsp ADR (LVMUY) and the biggest sale Alphabet Class C (GOOG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001725888
- Portfolio Value
- $358.7M (Q3 2024)
- SEC Filing
- 0001792704-24-000019 ↗ filed Oct 18, 2024
Holdings Value
Holdings 221 stocks · $358.7M
| AAPL Apple Inc. | 7.15% | 110,006 | $25.6M | Reduce -0.2% |
| USMV iShares MSCI USA Min Vol Fac | 4.83% | 189,595 | $17.3M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 4.64% | 99,658 | $16.7M | Reduce -0.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 4.39% | 250,878 | $15.7M | Add +0.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 4.20% | 196,340 | $15.1M | Add +0.7% |
| MSFT Microsoft Corp. | 3.15% | 26,299 | $11.3M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 2.86% | 86,194 | $10.3M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 2.86% | 61,780 | $10.2M | No change |
| UNH Unitedhealth Group Inc. | 2.49% | 15,305 | $8.9M | Add +0.7% |
| REET iShares Global REIT ETF | 2.09% | 281,334 | $7.5M | Reduce -6.3% |
| HD Home Depot Inc. | 1.93% | 17,071 | $6.9M | Add +1.3% |
| V Visa Inc. Class A | 1.81% | 23,572 | $6.5M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.69% | 34,927 | $6.1M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 1.30% | 26,044 | $4.7M | Add +0.1% |
| CI The Cigna Group | 1.21% | 12,504 | $4.3M | No change |
| RELX Relx PLC - Spon ADR | 1.06% | 80,488 | $3.8M | Add +5.1% |
| WMT Walmart Inc. | 1.02% | 45,520 | $3.7M | Add +2.9% |
| GIB Cgi Inc. | 0.96% | 30,047 | $3.5M | Add +2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 7,231 | $3.3M | Add +2.0% |
| MCD McDonald's Corp. | 0.92% | 10,855 | $3.3M | Add +6.3% |
| ELV Elevance Health Inc. | 0.92% | 6,336 | $3.3M | Add +3.7% |
| SCCO Southern Copper Corp. | 0.90% | 28,015 | $3.2M | Add +0.3% |
| AMGN Amgen Inc. | 0.82% | 9,095 | $2.9M | No change |
| ACN Accenture PLC Class A | 0.80% | 8,088 | $2.9M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.77% | 23,358 | $2.7M | No change |
| MA Mastercard Inc. Class A | 0.71% | 5,162 | $2.5M | No change |
| MCK McKesson Corp. | 0.71% | 5,138 | $2.5M | Add +2.2% |
| RACE Ferrari NV | 0.70% | 5,319 | $2.5M | Reduce -2.3% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.66% | 149,633 | $2.4M | Add +4.0% |
| MSI Motorola Solutions Inc. | 0.64% | 5,143 | $2.3M | Add +3.6% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.63% | 14,800 | $2.3M | New |
| NKE Nike Inc. Class B | 0.62% | 25,280 | $2.2M | Reduce -0.6% |
| UL Unilever PLC | 0.62% | 34,361 | $2.2M | Add +10.4% |
| CMCSA Comcast Corp. Class A | 0.62% | 53,276 | $2.2M | No change |
| AMZN Amazon.com Inc. | 0.59% | 11,280 | $2.1M | No change |
| CNI Canadian Natl Railway Co. | 0.57% | 17,581 | $2.1M | Add +2.4% |
| CB Chubb Ltd. | 0.56% | 6,956 | $2.0M | Reduce -1.5% |
| NVS Novartis AG-Sponsored ADR | 0.54% | 16,904 | $1.9M | Add +12.3% |
| PCAR Paccar Inc. | 0.54% | 19,604 | $1.9M | Add +2.8% |
| SHEL Shell PLC-ADR | 0.53% | 28,994 | $1.9M | Add +7.8% |
| ICE Intercontinental Exchange Inc. | 0.53% | 11,895 | $1.9M | No change |
| COST Costco Wholesale Corp. | 0.52% | 2,099 | $1.9M | Add +11.8% |
| CSCO Cisco Systems Inc. | 0.51% | 34,516 | $1.8M | Add +5.9% |
| LMT Lockheed Martin Corp. | 0.51% | 3,132 | $1.8M | Add +13.3% |
| AFL Aflac Inc. | 0.51% | 16,343 | $1.8M | Add +15.7% |
| CME Cme Group Inc. | 0.50% | 8,066 | $1.8M | Add +5.2% |
| RTX RTX Corp. | 0.48% | 14,216 | $1.7M | No change |
| ACWV iShares MSCI Global Min Vol | 0.48% | 15,008 | $1.7M | Add +0.0% |
| TM Toyota Motor Corp. -Spon ADR | 0.48% | 9,590 | $1.7M | Add +2.2% |
| FDX FedEx Corp. | 0.48% | 6,246 | $1.7M | No change |
| FISV Fiserv Inc. | 0.47% | 9,418 | $1.7M | No change |
| SAP Sap SE-Sponsored ADR | 0.47% | 7,375 | $1.7M | No change |
| ADP Automatic Data Processing | 0.47% | 6,077 | $1.7M | Add +14.1% |
| RBA RB Global Inc. | 0.47% | 20,839 | $1.7M | Reduce -1.8% |
| MU Micron Technology Inc. | 0.46% | 15,900 | $1.6M | No change |
| NOC Northrop Grumman Corp. | 0.45% | 3,067 | $1.6M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.44% | 1,903 | $1.6M | No change |
| PNC PNC Financial Services Group | 0.43% | 8,255 | $1.5M | No change |
| VNQ Vanguard Real Estate ETF | 0.42% | 15,344 | $1.5M | No change |
| PYPL PayPal Holdings Inc. | 0.41% | 18,920 | $1.5M | No change |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.39% | 200 | $1.4M | New |
| MRSH Marsh & McLennan Cos | 0.38% | 6,140 | $1.4M | Add +5.4% |
| INFY Infosys Ltd.-SP ADR | 0.38% | 61,352 | $1.4M | Add +76.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.37% | 16,930 | $1.3M | No change |
| LYB Lyondellbasell Indu Class A | 0.36% | 13,654 | $1.3M | No change |
| AVGO Broadcom Inc. | 0.36% | 7,520 | $1.3M | No change |
| NTTYY NTT Inc. - ADR filed as NIPPON TEL & TEL CORP ADR | 0.36% | 50,632 | $1.3M | New |
| BN Brookfield Corp. | 0.35% | 23,569 | $1.3M | No change |
| EBAY eBay Inc. | 0.35% | 19,220 | $1.3M | No change |
| IMO Imperial Oil Ltd. | 0.34% | 17,266 | $1.2M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.34% | 12,129 | $1.2M | Reduce -6.1% |
| TRI Thomson Reuters Corp. | 0.34% | 7,074 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.33% | 6,907 | $1.2M | No change |
| TGS Transportador Gas-ADR SP B | 0.33% | 64,518 | $1.2M | Reduce -5.8% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 15,945 | $1.2M | Add +8.3% |
| TTWO Take-Two Interactive Softwre | 0.32% | 7,560 | $1.2M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 11,810 | $1.1M | Reduce -0.3% |
| SRE Sempra | 0.32% | 13,520 | $1.1M | Add +7.7% |
| NGG National Grid PLC-SP ADR | 0.31% | 16,206 | $1.1M | Add +21.7% |
| ITW Illinois Tool Works | 0.31% | 4,267 | $1.1M | No change |
| RWO State Street SPDR Dow Jones | 0.31% | 23,237 | $1.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 4,833 | $1.1M | Add +26.6% |
| WIT Wipro Ltd.-ADR | 0.29% | 162,769 | $1.1M | Add +3.8% |
| RSG Republic Services Inc. | 0.29% | 5,215 | $1.0M | No change |
| ABBNY Abb Ltd.-Spon ADR | 0.29% | 18,073 | $1.0M | New |
| LIN Linde PLC | 0.28% | 2,140 | $1.0M | Add +18.8% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.27% | 31,069 | $985K | Reduce -4.1% |
| JCI Johnson Controls Internation | 0.27% | 12,603 | $978K | No change |
| UNP Union Pacific Corp. | 0.27% | 3,959 | $975K | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.27% | 10,765 | $955K | Reduce -6.2% |
| RZV Invesco S&P Smallcap 600 Pur | 0.26% | 8,615 | $942K | Reduce -0.8% |
| SWVXX Schwa Prime Adv Money FD-Inv filed as SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES | 0.26% | 940,052 | $940K | New |
| GRMN Garmin Ltd. | 0.26% | 5,251 | $924K | Add +7.0% |
| KO The Coca-Cola Co. | 0.26% | 12,736 | $915K | Reduce -2.6% |
| PEP Pepsico Inc. | 0.25% | 5,281 | $898K | No change |
| TTE Totalenergies SE -Spon ADR | 0.25% | 13,714 | $886K | Add +25.4% |
| DHI D.R. Horton Inc. | 0.24% | 4,595 | $876K | No change |
| TGT Target Corp. | 0.23% | 5,357 | $834K | No change |
| CAT Caterpillar Inc. | 0.22% | 1,996 | $780K | No change |
| AMCR Amcor PLC | 0.21% | 65,317 | $740K | Add +12.8% |
Portfolio Sells Q2 2024 → Q3 2024
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 4.64% | −1.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.4% | 2.86% | −1.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.9% | 1.69% | −0.25 |
| AAPL Apple Inc. | Reduce -0.2% | 7.15% | −0.20 |
| WPS iShares International Develo | Sold out | 0.00% | −0.18 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.15 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.13 |
| INTC Intel Corp. | Reduce -40.5% | 0.08% | −0.13 |
| REET iShares Global REIT ETF | Reduce -6.3% | 2.09% | −0.12 |
| EL Estee Lauder Companies Class A | Reduce -6.1% | 0.34% | −0.10 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Sold out | 0.00% | −0.10 |
| TGS Transportador Gas-ADR SP B | Reduce -5.8% | 0.33% | −0.08 |
| SIMO Silicon Motion Technol-ADR | Sold out | 0.00% | −0.07 |
| LOGI Logitech International-Reg | Reduce -10.5% | 0.19% | −0.07 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.07 |
| HOLI Hollysys Automation Technolo | Sold out | 0.00% | −0.07 |
| ASX Ase Technology Holding -ADR | Sold out | 0.00% | −0.06 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Reduce -4.1% | 0.27% | −0.06 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.32% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -27.1% | 0.11% | −0.05 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -6.2% | 0.27% | −0.05 |
| RBA RB Global Inc. | Reduce -1.8% | 0.47% | −0.04 |
| NTES Netease Inc.-ADR | Reduce -29.3% | 0.06% | −0.04 |
| CMBT CMB Tech NV | Reduce -4.3% | 0.16% | −0.03 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -29.3% | 0.10% | −0.03 |
| AMX America Movil Sab DE CV | Reduce -3.2% | 0.10% | −0.02 |
| GPC Genuine Parts Co. | Reduce -8.8% | 0.08% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.5% | 0.14% | −0.02 |
| EXPD Expeditors Intl Wash Inc. | Reduce -14.3% | 0.06% | −0.02 |
| WTW Willis Towers Watson PLC | Reduce -6.8% | 0.17% | −0.01 |
| AU Anglogold Ashanti PLC | Reduce -5.2% | 0.10% | −0.01 |
| CB Chubb Ltd. | Reduce -1.5% | 0.56% | −0.01 |
| OTEX Open Text Corp. | Reduce -12.7% | 0.06% | −0.01 |
| RZV Invesco S&P Smallcap 600 Pur | Reduce -0.8% | 0.26% | −0.01 |
| RGA Reinsurance Group of America | Reduce -1.5% | 0.11% | −0.01 |
| KO The Coca-Cola Co. | Reduce -2.6% | 0.26% | −0.01 |
| TELFY Telefonica SA-Spon ADR | Reduce -6.1% | 0.15% | −0.01 |
| RACE Ferrari NV | Reduce -2.3% | 0.70% | −0.01 |
| CHKP Check Point Software Tech | Reduce -5.4% | 0.19% | −0.01 |
| BTI British American Tob-SP ADR | Reduce -9.9% | 0.08% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -5.9% | 0.08% | +0.00 |
| NKE Nike Inc. Class B | Reduce -0.6% | 0.62% | +0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| LVMUY LVMH Moet Hennessy-Unsp ADR | New | 0.63% | +0.63 |
| BRK.A 1/100 Berkshire HTWY A Class A | New | 0.39% | +0.39 |
| NTTYY NTT Inc. - ADR | New | 0.36% | +0.36 |
| ABBNY Abb Ltd.-Spon ADR | New | 0.29% | +0.29 |
| SWVXX Schwa Prime Adv Money FD-Inv | New | 0.26% | +0.26 |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm | New | 0.18% | +0.18 |
| INFY Infosys Ltd.-SP ADR | Add +76.5% | 0.38% | +0.18 |
| FIPDX Fidelity Infl PR BND-Ins PRM | New | 0.17% | +0.17 |
| BRDCY Bridgestone Corp.-Unspons ADR | New | 0.17% | +0.17 |
| DODGX Dodge & Cox Stock-I | New | 0.16% | +0.16 |
| ATAT Atour Lifestyle Holdings-ADR | New | 0.15% | +0.15 |
| TRP TC Energy Corp. | New | 0.15% | +0.15 |
| ALIZY Allianz SE - Unsp ADR | New | 0.15% | +0.15 |
| KMTUY Komatsu Ltd. -Spons ADR | New | 0.14% | +0.14 |
| SONY Sony Group Corp. - SP ADR | New | 0.11% | +0.11 |
| QFIN Qfin Holdings Inc.-ADR | New | 0.11% | +0.11 |
| AFL Aflac Inc. | Add +15.7% | 0.51% | +0.11 |
| DE Deere & Co. | New | 0.11% | +0.11 |
| VTWAX Vanguard TTL WRL STK Ind-Adm | New | 0.11% | +0.11 |
| RIO Rio Tinto PLC-Spon ADR | Add +125.8% | 0.20% | +0.11 |
| FN Fabrinet | New | 0.10% | +0.10 |
| LMT Lockheed Martin Corp. | Add +13.3% | 0.51% | +0.10 |
| BASFY Basf SE-Spon ADR | New | 0.10% | +0.10 |
| FCNCA First Citizens Bcshs Class A | New | 0.10% | +0.10 |
| MCD McDonald's Corp. | Add +6.3% | 0.92% | +0.10 |
| ENB Enbridge Inc. | New | 0.09% | +0.09 |
| HD Home Depot Inc. | Add +1.3% | 1.93% | +0.09 |
| RCI Rogers Communications Inc. Class B | New | 0.09% | +0.09 |
| IBM Intl Business Machines Corp. | Add +26.6% | 0.30% | +0.09 |
| BNTX Biontech SE-ADR | New | 0.09% | +0.09 |
| FSKAX Fidelity TTL MKT Indx | New | 0.08% | +0.08 |
| DGX Quest Diagnostics Inc. | New | 0.08% | +0.08 |
| MO Altria Group Inc. | New | 0.08% | +0.08 |
| BABA Alibaba Group Holding-SP ADR | New | 0.08% | +0.08 |
| UL Unilever PLC | Add +10.4% | 0.62% | +0.08 |
| SUZ Suzano SA - Spon ADR | New | 0.08% | +0.08 |
| TAK Takeda Pharmaceutic-SP ADR | New | 0.08% | +0.08 |
| TSCO Tractor Supply Company | New | 0.08% | +0.08 |
| OMC Omnicom Group | New | 0.08% | +0.08 |
| SWTSX Schwab Tot STK MRKT Indx | New | 0.08% | +0.08 |
| VALE Vale SA-SP ADR | New | 0.08% | +0.08 |
| WMT Walmart Inc. | Add +2.9% | 1.02% | +0.08 |
| B Barrick Gold Corp. | Add +84.9% | 0.16% | +0.08 |
| K Kellanova | New | 0.08% | +0.08 |
| T AT&T Inc. | New | 0.08% | +0.08 |
| NGG National Grid PLC-SP ADR | Add +21.7% | 0.31% | +0.08 |
| ORANY Orange-Spon ADR | New | 0.08% | +0.08 |
| DODWX Dodge & Cox Global Stock-I | New | 0.07% | +0.07 |
| FINV Finvolution Group-ADR | New | 0.07% | +0.07 |
| ZTO Zto Express Cayman Inc.-ADR | New | 0.07% | +0.07 |
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 |