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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $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 $427.1M Q2 2026

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
KEYS Keysight Technologies Inc. 0.18% 2,247 $786K No change
MRK Merck & Co. Inc. 0.18% 6,059 $778K No change
LIN Linde PLC 0.18% 1,493 $774K No change
NMR Nomura Holdings Inc.-Spon ADR 0.18% 88,146 $773K No change
NTES Netease Inc.-ADR 0.18% 5,931 $759K Add +20.4%
DHI D.R. Horton Inc. 0.18% 4,595 $748K No change
PYPL PayPal Holdings Inc. 0.17% 17,270 $745K No change
AXIAY Axia Energia-ADR 0.17% 70,179 $741K No change
TRP TC Energy Corp. 0.17% 10,982 $727K Reduce -0.8%
TTE Totalenergies SE 0.17% 9,161 $712K Add +14.0%
GFI Gold Fields Ltd.-Spons ADR 0.16% 20,835 $699K Add +20.4%
WM Waste Management Inc. 0.16% 3,121 $695K Reduce -0.5%
AON Aon PLC Class A 0.16% 2,051 $680K Add +19.9%
COF Capital One Financial Corp. 0.16% 3,375 $677K No change
CHT Chunghwa Telecom LT-Spon ADR 0.15% 14,885 $658K No change
ATAT Atour Lifestyle Holdings-ADR 0.15% 20,602 $655K Reduce -0.3%
TSEM Tower Semiconductor Ltd. 0.15% 2,501 $651K No change
ORLY O'reilly Automotive Inc. 0.15% 6,924 $637K Add +73.5%
LOGI Logitech International-Reg 0.15% 6,728 $632K No change
LYB Lyondellbasell Indu Class A 0.15% 11,976 $630K No change
ENB Enbridge Inc. 0.15% 11,493 $623K No change
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.14% 106,105 $613K Add +0.1%
META Meta Platforms Inc. Class A 0.14% 1,059 $596K No change
DLS Wisdomtree Intl S/C DVD Fund 0.14% 7,110 $595K Reduce -9.9%
PBR Petroleo Brasileiro-Spon ADR 0.13% 34,376 $555K Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 694 $518K No change
WTW Willis Towers Watson PLC 0.12% 1,973 $515K No change
LNG Cheniere Energy Inc. 0.12% 2,100 $501K Add +2.5%
ORCL Oracle Corp. 0.12% 3,363 $492K Reduce -18.2%
AER Aercap Holdings NV 0.11% 3,339 $486K New
AEG Aegon Ltd.-NY Reg SHR 0.11% 56,361 $475K No change
CMBT CMB Tech NV 0.11% 33,166 $463K No change
DBP Invesco DB Precious Metals F 0.11% 5,000 $462K No change
T AT&T Inc. 0.11% 22,107 $457K Reduce -13.8%
A Agilent Technologies Inc. 0.11% 3,400 $451K No change
DGX Quest Diagnostics Inc. 0.10% 2,111 $447K No change
MO Altria Group Inc. 0.10% 6,199 $446K No change
TEL Te Connectivity PLC 0.10% 2,200 $443K No change
CRH CRH PLC 0.10% 4,084 $436K No change
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 0.10% 4,970 $430K New
BUD Anheuser-Busch Inbev-SPN ADR 0.10% 5,156 $424K New
B Barrick Mining Corp. 0.10% 11,449 $420K No change
SKM SK Telecom Co. Ltd.-Spon ADR 0.10% 12,780 $411K No change
PBR.A Petroleo Brasil-SP Pref ADR 0.10% 28,035 $410K No change
BABA Alibaba Group Holding-SP ADR 0.10% 4,260 $408K No change
GLD SPDR Gold Shares 0.09% 1,089 $401K No change
VOD Vodafone Group PLC-SP ADR 0.09% 29,263 $387K Reduce -0.1%
JANX Janux Therapeutics Inc. 0.09% 24,315 $373K No change
VLO Valero Energy Corp. 0.09% 1,435 $373K No change
MFC Manulife Financial Corp. 0.09% 9,105 $368K Reduce -0.6%
VZ Verizon Communications Inc. 0.09% 8,623 $365K No change
TS Tenaris SA-ADR 0.07% 5,756 $319K Add +2.8%
PSA Public Storage 0.07% 999 $317K No change
OTIS Otis Worldwide Corp. 0.07% 4,426 $316K New
BKR Baker Hughes Co. 0.07% 5,190 $288K Add +0.1%
ALC Alcon Inc. filed as ALCON AG 0.06% 3,841 $257K Reduce -16.1%
CHKP Check Point Software Tech 0.06% 1,937 $254K Reduce -40.6%
MPC Marathon Petroleum Corp. 0.06% 984 $251K No change
COP Conocophillips 0.06% 2,405 $250K New
ZTO Zto Express Cayman Inc.-ADR 0.06% 11,121 $248K Reduce -0.2%
BNTX Biontech SE-ADR 0.06% 2,665 $247K Reduce -0.3%
BKNG Booking Holdings Inc. 0.06% 1,375 $245K No change
FOX Fox Corp. Class B 0.06% 5,161 $241K Reduce -4.8%
ABEV Ambev SA-ADR 0.06% 75,000 $235K No change
TCOM Trip.com Group Ltd.-ADR 0.05% 5,819 $231K Reduce -3.0%
NTR Nutrien Ltd. 0.05% 3,559 $224K New

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

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