Lester Murray Antman dba SimplyRich
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Lester Murray Antman dba SimplyRich reported 233 stock positions worth $390.9 million. Its top holding was Alphabet Class C (GOOG) at 7.0% of the portfolio, followed by Apple (AAPL, 7.0%) and iShares MSCI USA Min Vol Fac (USMV, 5.2%). Compared with Q4 2025, it opened 40 new positions, sold out of 6, added to 31 and reduced 81. The biggest buy was a new position in LVMH Moet Hennessy-Unsp ADR (LVMUY) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001725888
- Portfolio Value
- $390.9M (Q1 2026)
- SEC Filing
- 0001725888-26-000002 ↗ filed May 1, 2026
Holdings Value
Holdings 233 stocks · $390.9M
| GOOG Alphabet Inc. Class C | 7.00% | 95,336 | $27.3M | Reduce -0.5% |
| AAPL Apple Inc. | 6.96% | 107,245 | $27.2M | Reduce -0.1% |
| USMV iShares MSCI USA Min Vol Fac | 5.17% | 217,943 | $20.2M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 4.54% | 61,722 | $17.7M | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 4.35% | 186,312 | $17.0M | Reduce -2.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 3.68% | 222,435 | $14.4M | Reduce -1.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.01% | 34,816 | $11.8M | No change |
| MSFT Microsoft Corp. | 2.44% | 25,817 | $9.6M | Reduce -0.1% |
| V Visa Inc. Class A | 1.82% | 23,551 | $7.1M | Reduce 0.0% |
| WMT Walmart Inc. | 1.45% | 45,727 | $5.7M | Reduce -0.1% |
| HD Home Depot Inc. | 1.42% | 16,938 | $5.6M | Reduce -0.8% |
| MU Micron Technology Inc. | 1.37% | 15,900 | $5.4M | No change |
| SCCO Southern Copper Corp. | 1.32% | 29,881 | $5.1M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 1.28% | 26,084 | $5.0M | No change |
| MCK McKesson Corp. | 1.15% | 5,192 | $4.5M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 1.05% | 15,101 | $4.1M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 23,358 | $3.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 7,259 | $3.5M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.86% | 10,804 | $3.4M | Reduce -0.2% |
| CI The Cigna Group | 0.85% | 12,467 | $3.3M | Reduce -0.3% |
| REET iShares Global REIT ETF | 0.82% | 128,087 | $3.2M | Reduce -8.6% |
| AMGN Amgen Inc. | 0.81% | 8,999 | $3.2M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.80% | 84,741 | $3.1M | Reduce -1.8% |
| RTX RTX Corp. | 0.70% | 14,216 | $2.7M | No change |
| SHEL Shell PLC-ADR | 0.70% | 29,281 | $2.7M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.69% | 34,978 | $2.7M | Reduce -0.5% |
| NVS Novartis AG-Sponsored ADR | 0.69% | 17,763 | $2.7M | Reduce -0.0% |
| MA Mastercard Inc. Class A | 0.66% | 5,162 | $2.6M | No change |
| RELX Relx PLC - Spon ADR | 0.63% | 74,173 | $2.5M | Reduce -2.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.62% | 1,830 | $2.4M | No change |
| CME Cme Group Inc. | 0.62% | 8,161 | $2.4M | Add +0.1% |
| TGS Transportador Gas-ADR SP B | 0.60% | 67,415 | $2.3M | Add +3.1% |
| AVGO Broadcom Inc. | 0.59% | 7,471 | $2.3M | No change |
| VIPS Vipshop Holdings Ltd. - ADR | 0.58% | 143,879 | $2.3M | Reduce -2.6% |
| IMO Imperial Oil Ltd. | 0.57% | 17,166 | $2.2M | No change |
| CB Chubb Ltd. | 0.57% | 6,862 | $2.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.57% | 10,646 | $2.2M | No change |
| FDX FedEx Corp. | 0.56% | 6,100 | $2.2M | No change |
| PCAR Paccar Inc. | 0.54% | 18,359 | $2.1M | Add +2.2% |
| MSI Motorola Solutions Inc. | 0.54% | 4,845 | $2.1M | No change |
| GIB Cgi Inc. | 0.54% | 28,633 | $2.1M | Reduce -2.8% |
| NOC Northrop Grumman Corp. | 0.54% | 3,067 | $2.1M | No change |
| RBA RB Global Inc. | 0.53% | 21,603 | $2.1M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.52% | 2,047 | $2.0M | Reduce -1.5% |
| ACWV iShares MSCI Global Min Vol | 0.50% | 16,421 | $2.0M | Add +2.0% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.48% | 63,234 | $1.9M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.48% | 3,126 | $1.9M | Reduce -0.9% |
| TM Toyota Motor Corp. -Spon ADR | 0.48% | 9,168 | $1.9M | Reduce -0.4% |
| ICE Intercontinental Exchange Inc. | 0.48% | 11,895 | $1.9M | No change |
| AFL Aflac Inc. | 0.46% | 16,468 | $1.8M | Reduce -0.9% |
| AZN Astrazeneca PLC | 0.46% | 9,047 | $1.8M | Add +0.2% |
| ELV Elevance Health Inc. | 0.46% | 6,081 | $1.8M | Add +0.9% |
| RACE Ferrari NV | 0.45% | 5,235 | $1.8M | Reduce -1.6% |
| EBAY eBay Inc. | 0.45% | 19,220 | $1.7M | No change |
| PNC PNC Financial Services Group | 0.44% | 8,255 | $1.7M | No change |
| CNI Canadian Natl Railway Co. | 0.43% | 16,394 | $1.7M | Add +1.2% |
| JCI Johnson Controls Internation | 0.42% | 12,603 | $1.6M | No change |
| BVN Cia DE Minas Buenaventur-ADR filed as COMPANIA DE MINAS BUENAVENTU | 0.41% | 45,012 | $1.6M | Reduce -1.6% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.41% | 14,800 | $1.6M | New |
| ACN Accenture PLC Class A | 0.41% | 8,088 | $1.6M | No change |
| UL Unilever PLC-Sponsored ADR | 0.41% | 28,072 | $1.6M | New |
| CMCSA Comcast Corp. Class A | 0.38% | 52,355 | $1.5M | Add +6.2% |
| TTWO Take-Two Interactive Softwre | 0.38% | 7,560 | $1.5M | No change |
| ABBNY Abb Ltd.-Spon ADR | 0.37% | 18,073 | $1.5M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 2 | $1.4M | No change |
| BN Brookfield Corp. | 0.37% | 35,351 | $1.4M | No change |
| CAT Caterpillar Inc. | 0.36% | 1,996 | $1.4M | No change |
| VNQ Vanguard Real Estate ETF | 0.34% | 15,082 | $1.3M | No change |
| NKE Nike Inc. Class B | 0.33% | 24,574 | $1.3M | No change |
| AU Anglogold Ashanti PLC | 0.33% | 13,222 | $1.3M | Reduce -2.3% |
| SAP Sap SE-Sponsored ADR | 0.32% | 7,375 | $1.3M | No change |
| GRMN Garmin Ltd. | 0.31% | 5,256 | $1.2M | Reduce -1.4% |
| RKT Rocket Cos Inc. Class A | 0.31% | 84,447 | $1.2M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 4,916 | $1.2M | Reduce -0.5% |
| NGG National Grid PLC-SP ADR | 0.30% | 13,810 | $1.2M | Add +0.3% |
| ESLT Elbit Systems Ltd. | 0.29% | 1,351 | $1.1M | No change |
| RSG Republic Services Inc. | 0.29% | 5,215 | $1.1M | No change |
| SRE Sempra | 0.28% | 11,441 | $1.1M | Reduce -0.6% |
| ITW Illinois Tool Works | 0.28% | 4,267 | $1.1M | No change |
| NTTYY NTT Inc. - ADR | 0.28% | 43,611 | $1.1M | New |
| RWO State Street SPDR Dow Jones | 0.27% | 23,237 | $1.1M | No change |
| RZV Invesco S&P Smallcap 600 Pur | 0.27% | 8,363 | $1.0M | Reduce -1.9% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.26% | 10,590 | $1.0M | Reduce -1.6% |
| ADP Automatic Data Processing | 0.26% | 5,079 | $1.0M | Reduce -15.4% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.26% | 12,504 | $1.0M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 10,567 | $1.0M | No change |
| PG The Procter & Gamble Co. | 0.25% | 6,847 | $988K | Reduce -0.1% |
| MRSH Marsh & McLennan Cos | 0.25% | 5,653 | $980K | Reduce -1.6% |
| LYB Lyondellbasell Indu Class A | 0.25% | 11,976 | $964K | Add +0.7% |
| KO The Coca-Cola Co. | 0.25% | 12,624 | $960K | Add +1.1% |
| UNP Union Pacific Corp. | 0.24% | 3,901 | $946K | No change |
| AMX America Movil Sab DE CV | 0.21% | 31,933 | $813K | Add +173.7% |
| PEP Pepsico Inc. | 0.21% | 5,176 | $803K | No change |
| AXIAY Axia Energia-ADR filed as CENTRAIS ELET BRAS SA | 0.20% | 70,179 | $791K | No change |
| GFI Gold Fields Ltd.-Spons ADR | 0.20% | 17,305 | $785K | No change |
| CAH Cardinal Health Inc. | 0.20% | 3,700 | $781K | No change |
| PYPL PayPal Holdings Inc. | 0.20% | 17,270 | $781K | Reduce -6.0% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 13,380 | $771K | Reduce -4.8% |
| ATAT Atour Lifestyle Holdings-ADR | 0.19% | 20,653 | $760K | Reduce -1.3% |
| BTI British American Tob-SP ADR | 0.19% | 12,815 | $749K | Reduce -0.8% |
Portfolio Sells Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 7.00% | −0.87 |
| MSFT Microsoft Corp. | Reduce -0.1% | 2.44% | −0.82 |
| AAPL Apple Inc. | Reduce -0.1% | 6.96% | −0.67 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.8% | 0.80% | −0.35 |
| V Visa Inc. Class A | Reduce 0.0% | 1.82% | −0.34 |
| UNH Unitedhealth Group Inc. | Reduce -0.7% | 1.05% | −0.27 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.3% | 5.17% | −0.26 |
| GIB Cgi Inc. | Reduce -2.8% | 0.54% | −0.18 |
| RELX Relx PLC - Spon ADR | Reduce -2.4% | 0.63% | −0.17 |
| WIT Wipro Ltd.-ADR | Reduce -67.9% | 0.05% | −0.17 |
| ADP Automatic Data Processing | Reduce -15.4% | 0.26% | −0.14 |
| TME Tencent Music Entertainm-ADR | Sold out | 0.00% | −0.13 |
| AEG Aegon Ltd.-NY Reg SHR | Reduce -49.3% | 0.10% | −0.12 |
| HD Home Depot Inc. | Reduce -0.8% | 1.42% | −0.11 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -1.8% | 3.68% | −0.11 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -2.6% | 0.58% | −0.10 |
| INFY Infosys Ltd.-SP ADR | Reduce -29.5% | 0.11% | −0.10 |
| TRI Thomson Reuters Corp. | Reduce -7.3% | 0.15% | −0.09 |
| REET iShares Global REIT ETF | Reduce -8.6% | 0.82% | −0.09 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.09 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -29.1% | 0.08% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -6.0% | 0.20% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 0.30% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.89% | −0.07 |
| RACE Ferrari NV | Reduce -1.6% | 0.45% | −0.06 |
| QFIN Qfin Holdings Inc.-ADR | Sold out | 0.00% | −0.06 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.05 |
| CRBG Corebridge Financial Inc. | Sold out | 0.00% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.05 |
| RBA RB Global Inc. | Reduce -0.0% | 0.53% | −0.05 |
| CI The Cigna Group | Reduce -0.3% | 0.85% | −0.05 |
| SONY Sony Group Corp. - SP ADR | Reduce -3.6% | 0.15% | −0.05 |
| CHKP Check Point Software Tech | Reduce -3.4% | 0.12% | −0.04 |
| NTES Netease Inc.-ADR | Reduce -0.0% | 0.14% | −0.04 |
| BIDU Baidu Inc. - Spon ADR | Reduce -2.0% | 0.16% | −0.04 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -0.4% | 0.48% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -1.6% | 0.25% | −0.03 |
| LOGI Logitech International-Reg | Reduce -4.3% | 0.16% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.1% | 0.14% | −0.03 |
| WTW Willis Towers Watson PLC | Reduce -2.1% | 0.15% | −0.03 |
| FOX Fox Corp. Class B | Reduce -4.6% | 0.07% | −0.02 |
| ATAT Atour Lifestyle Holdings-ADR | Reduce -1.3% | 0.19% | −0.02 |
| PSO Pearson PLC-Sponsored ADR | Reduce -6.7% | 0.12% | −0.02 |
| AFL Aflac Inc. | Reduce -0.9% | 0.46% | −0.02 |
| B Barrick Mining Corp. | Reduce -3.0% | 0.12% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.1% | 0.07% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.69% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -7.7% | 0.11% | −0.01 |
| BNTX Biontech SE-ADR | Reduce -5.6% | 0.06% | −0.01 |
| FHN First Horizon Corp. | Reduce -5.1% | 0.07% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| LVMUY LVMH Moet Hennessy-Unsp ADR | New | 0.41% | +0.41 |
| UL Unilever PLC-Sponsored ADR | New | 0.41% | +0.41 |
| ABBNY Abb Ltd.-Spon ADR | New | 0.37% | +0.37 |
| NTTYY NTT Inc. - ADR | New | 0.28% | +0.28 |
| SCCO Southern Copper Corp. | Add +0.6% | 1.32% | +0.20 |
| TTE Totalenergies SE | New | 0.19% | +0.19 |
| KMTUY Komatsu Ltd. -Spons ADR | New | 0.18% | +0.18 |
| SWVXX Schwa Prime Adv Money FD-Inv | New | 0.17% | +0.17 |
| ALIZY Allianz SE - Unsp ADR | New | 0.17% | +0.17 |
| BRDCY Bridgestone Corp.-Unspons ADR | New | 0.16% | +0.16 |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm | New | 0.15% | +0.15 |
| FIPDX Fidelity Infl PR BND-Ins PRM | New | 0.15% | +0.15 |
| AMX America Movil Sab DE CV | Add +173.7% | 0.21% | +0.14 |
| DODGX Dodge & Cox Stock-I | New | 0.13% | +0.13 |
| VTWAX Vanguard TTL WRL STK Ind-Adm | New | 0.12% | +0.12 |
| LYB Lyondellbasell Indu Class A | Add +0.7% | 0.25% | +0.11 |
| ERIC Ericsson (lm) Tel-SP ADR | New | 0.11% | +0.11 |
| BASFY Basf SE-Spon ADR | New | 0.11% | +0.11 |
| International Equity Index Pool | New | 0.10% | +0.10 |
| Total Market Equity Index Pool | New | 0.09% | +0.09 |
| FSKAX Fidelity TTL MKT Indx | New | 0.09% | +0.09 |
| TS Tenaris SA-ADR | New | 0.08% | +0.08 |
| SWTSX Schwab Tot STK MRKT Indx | New | 0.08% | +0.08 |
| BKR Baker Hughes Co. | New | 0.08% | +0.08 |
| MFC Manulife Financial Corp. | New | 0.08% | +0.08 |
| FSLY Fastly Inc. Class A | New | 0.08% | +0.08 |
| ZTS Zoetis Inc. | New | 0.08% | +0.08 |
| PBR Petroleo Brasileiro-Spon ADR | Add +0.8% | 0.18% | +0.08 |
| VRSK Verisk Analytics Inc. | New | 0.08% | +0.08 |
| FBGRX Fidelity Blue Chip Growth | New | 0.07% | +0.07 |
| ZTO Zto Express Cayman Inc.-ADR | New | 0.07% | +0.07 |
| CNQ Canadian Natural Resources | New | 0.07% | +0.07 |
| TGS Transportador Gas-ADR SP B | Add +3.1% | 0.60% | +0.07 |
| SDZNY Sandoz Group AG-ADR | New | 0.06% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.06% | +0.06 |
| DODWX Dodge & Cox Global Stock-I | New | 0.06% | +0.06 |
| FAST Fastenal Co. | New | 0.06% | +0.06 |
| LIN Linde PLC | Add +27.4% | 0.19% | +0.06 |
| WDS Woodside Energy Group-ADR | New | 0.06% | +0.06 |
| ABEV Ambev SA-ADR | New | 0.06% | +0.06 |
| SLB SLB Ltd. | New | 0.05% | +0.05 |
| JNJ Johnson & Johnson | New | 0.05% | +0.05 |
| CF CF Industries Holdings Inc. | New | 0.05% | +0.05 |
| KUBTY Kubota Corp.-Spons ADR | New | 0.05% | +0.05 |
| PBR.A Petroleo Brasil-SP Pref ADR | Add +1.1% | 0.13% | +0.05 |
| AXICY Axia Energia-ADR Pref C | New | 0.05% | +0.05 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| T AT&T Inc. | Add +14.7% | 0.19% | +0.04 |
| CME Cme Group Inc. | Add +0.1% | 0.62% | +0.03 |
| SU Suncor Energy Inc. | Add +1.3% | 0.10% | +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 |