Lester Murray Antman dba SimplyRich
CARLSBAD, CA
$427m in 166 US stocks at the end of 30 June 2026. The top 10 are 45.5% of the money. It changed about 13.2% of the portfolio this quarter.
Value
$427m
Stocks
166
Top 10 share
45.5%
Turnover
13.2%
What changed this quarter
New
Bought for the first time this quarter.
- AerCap HoldingsAER0.1% of the fund
- Joint Stock Co Kaspi.kzKSPI0.1% of the fund
- Anheuser-Busch InBev SABUD<0.1% of the fund
- Otis WorldwideOTIS<0.1% of the fund
- ConocoPhillipsCOP<0.1% of the fund
- NutrienNTR<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRUSMV5.1% of the fund+4%
- UnitedHealth GroupUNH1.5% of the fund+2%
- Novo Nordisk A SNVO1.1% of the fund+15%
- RTXRTX0.6% of the fund+2%
- Lockheed MartinLMT0.6% of the fund+20593%
- OrixIX0.6% of the fund+5%
- Northrop GrummanNOC0.6% of the fund+618%
- Toyota MotorTM0.6% of the fund+69%
- Berkshire Hathaway INC DELBRK-A0.6% of the fund+327900%
- Elevance HealthELV0.6% of the fund+2%
- Vanguard Index FDSVNQ0.6% of the fund+449%
- Lam ResearchLRCX0.5% of the fund+2065%
- International Business MachinesIBM0.5% of the fund+993%
- Automatic Data ProcessingADP0.5% of the fund+734%
- Buenaventura MiningBVN0.5% of the fund+84%
- HSBC HoldingsHSBC0.5% of the fund+290%
- CGIGIB0.5% of the fund+6%
- Illinois Tool WorksITW0.5% of the fund+1079%
- National GridNGG0.4% of the fund+350%
- SAP SESAP0.4% of the fund+132%
- Coca-Cola Femsa SAB de CVKOF0.4% of the fund+217%
- UnileverUL0.4% of the fund+9%
- Republic ServicesRSG0.4% of the fund+646%
- CVS HealthCVS0.4% of the fund+96%
- Union PacificUNP0.4% of the fund+100%
Cut
Sold some of their stake.
- Ishares TRREET0.8% of the fund-8%
- ComcastCMCSA0.3% of the fund-6%
- Invesco Exchange Traded FD TRZV0.3% of the fund-10%
- Wisdomtree TRDLS0.1% of the fund-10%
- OracleORCL0.1% of the fund-18%
- AT&TT0.1% of the fund-14%
- AlconALC<0.1% of the fund-16%
- Check Point Software TechnologiesCHKP<0.1% of the fund-41%
- FoxFOX<0.1% of the fund-5%
- Trip COM GroupTCOM<0.1% of the fund-3%
Sold out
Sold their entire stake.
- AstrazenecaAZN-100%
- Lvmh Moet Hennessy LOU FLVMUY-100%
- ABB LTD -Spons ADRABBNY-100%
- NTTNTTYY-100%
- KomatsuKMTUY-100%
- Schwab Prime Advantage Money InvestorSWVXX-100%
- Allianz SEALIZY-100%
- HaleonHLN-100%
- DR Reddys LaboratoriesRDY-100%
- Bridgestone Corp ADRBRDCY-100%
- Rio TintoRIO-100%
- BaiduBIDU-100%
- Vanguard Total Stock MKT IDX ADMVTSAX-100%
- Sony GroupSONY-100%
- Thomson Reuters-100%
- Fidelity Inflation-Prot BD IndexFIPDX-100%
- DeereDE-100%
- TargetTGT-100%
- Takeda PharmaceuticalTAK-100%
- Wheaton Precious MetalsWPM-100%
- Dodge & COX Stock FundDODGX-100%
- AutozoneAZO-100%
- Vale S AVALE-100%
- PearsonPSO-100%
- Vanguard Total World Stock Index AdmiralVTWAX-100%
Holdings
- Ishares TRUSMV
- Share
- 5.1%
- Value
- $22m
- Shares
- 226,613
+4%
- IsharesEEMV
- Share
- 3.9%
- Value
- $16m
- Shares
- 218,941
Held
- Ishares TREFAV
- Share
- 3.8%
- Value
- $16m
- Shares
- 186,185
Held
- Invesco Exchange Traded FD TRSP
- Share
- 1.3%
- Value
- $6m
- Shares
- 26,084
Held
- Ishares TRREET
- Share
- 0.8%
- Value
- $3m
- Shares
- 118,328
-8%
- OrixIX
- Share
- 0.6%
- Value
- $3m
- Shares
- 66,449
+5%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.6%
- Value
- $2m
- Shares
- 6,560
+327900%
- RelxRELX
- Share
- 0.6%
- Value
- $2m
- Shares
- 74,441
Held
- Vanguard Index FDSVNQ
- Share
- 0.6%
- Value
- $2m
- Shares
- 82,768
+449%
- ShellSHEL
- Share
- 0.5%
- Value
- $2m
- Shares
- 29,281
Held
- IsharesACWV
- Share
- 0.5%
- Value
- $2m
- Shares
- 16,459
Held
- CGIGIB
- Share
- 0.5%
- Value
- $2m
- Shares
- 30,354
+6%
- Canadian National RailwayCNI
- Share
- 0.5%
- Value
- $2m
- Shares
- 16,394
Held
- National GridNGG
- Share
- 0.4%
- Value
- $2m
- Shares
- 62,150
+350%
- Vipshop HldgsVIPS
- Share
- 0.4%
- Value
- $2m
- Shares
- 143,872
Held
- Coca-Cola Femsa SAB de CVKOF
- Share
- 0.4%
- Value
- $2m
- Shares
- 33,619
+217%
- UnileverUL
- Share
- 0.4%
- Value
- $2m
- Shares
- 30,646
+9%
- BrookfieldBN
- Share
- 0.4%
- Value
- $2m
- Shares
- 35,351
Held
- Sun Life FinancialSLF
- Share
- 0.3%
- Value
- $1m
- Shares
- 12,427
+18%
- Spdr Index SHS FDSRWO
- Share
- 0.3%
- Value
- $1m
- Shares
- 23,237
Held
- Invesco Exchange Traded FD TRZV
- Share
- 0.3%
- Value
- $1m
- Shares
- 7,558
-10%
- Vanguard Specialized FundsVIG
- Share
- 0.3%
- Value
- $1m
- Shares
- 99,591
+3111%
- America Movil SAB de CVAMX
- Share
- 0.2%
- Value
- $945,000
- Shares
- 36,367
+14%
- ASE Technology HldgASX
- Share
- 0.2%
- Value
- $800,000
- Shares
- 17,749
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOG | 7.9% | $34m | 95,308 | Held |
| AppleAAPL | 7.3% | $31m | 107,218 | Held |
| AlphabetGOOGL | 5.2% | $22m | 61,722 | Held |
| Ishares TRUSMV | 5.1% | $22m | 226,613 | +4% |
| Micron TechnologyMU | 4.3% | $18m | 15,900 | Held |
| Taiwan Semiconductor ManufacturingTSM | 3.9% | $17m | 34,816 | Held |
| IsharesEEMV | 3.9% | $16m | 218,941 | Held |
| Ishares TREFAV | 3.8% | $16m | 186,185 | Held |
| MicrosoftMSFT | 2.3% | $10m | 25,800 | Held |
| VisaV | 1.9% | $8m | 23,551 | Held |
| UnitedHealth GroupUNH | 1.5% | $6m | 15,443 | +2% |
| Home DepotHD | 1.4% | $6m | 16,711 | Held |
| Invesco Exchange Traded FD TRSP | 1.3% | $6m | 26,084 | Held |
| Southern CopperSCCO | 1.2% | $5m | 30,164 | Held |
| WalmartWMT | 1.2% | $5m | 45,683 | Held |
| Novo Nordisk A SNVO | 1.1% | $5m | 97,277 | +15% |
| Cisco SystemsCSCO | 1.0% | $4m | 34,849 | Held |
| MckessonMCK | 0.9% | $4m | 5,194 | Held |
| ASML Holding NVASML | 0.9% | $4m | 1,830 | Held |
| Berkshire HathawayBRK-B | 0.9% | $4m | 7,259 | Held |
| TJX CompaniesTJX | 0.8% | $4m | 23,503 | Held |
| Cigna GroupCI | 0.8% | $3m | 12,379 | Held |
| Ishares TRREET | 0.8% | $3m | 118,328 | -8% |
| AmgenAMGN | 0.8% | $3m | 8,999 | Held |
| McDonald'sMCD | 0.7% | $3m | 10,764 | Held |
| BroadcomAVGO | 0.7% | $3m | 7,471 | Held |
| Novartis AGNVS | 0.7% | $3m | 17,763 | Held |
| RTXRTX | 0.6% | $3m | 14,522 | +2% |
| MastercardMA | 0.6% | $3m | 5,162 | Held |
| Lockheed MartinLMT | 0.6% | $3m | 646,871 | +20593% |
| Amazon.comAMZN | 0.6% | $3m | 10,646 | Held |
| OrixIX | 0.6% | $3m | 66,449 | +5% |
| RB GlobalRBA | 0.6% | $3m | 21,603 | Held |
| Northrop GrummanNOC | 0.6% | $3m | 22,013 | +618% |
| Toyota MotorTM | 0.6% | $2m | 15,503 | +69% |
| Berkshire Hathaway INC DELBRK-A | 0.6% | $2m | 6,560 | +327900% |
| Elevance HealthELV | 0.6% | $2m | 6,229 | +2% |
| RelxRELX | 0.6% | $2m | 74,441 | Held |
| Vanguard Index FDSVNQ | 0.6% | $2m | 82,768 | +449% |
| ChubbCB | 0.5% | $2m | 6,775 | Held |
| Lam ResearchLRCX | 0.5% | $2m | 70,136 | +2065% |
| ShellSHEL | 0.5% | $2m | 29,281 | Held |
| International Business MachinesIBM | 0.5% | $2m | 53,741 | +993% |
| PaccarPCAR | 0.5% | $2m | 18,327 | Held |
| Automatic Data ProcessingADP | 0.5% | $2m | 42,381 | +734% |
| eBayEBAY | 0.5% | $2m | 19,220 | Held |
| Buenaventura MiningBVN | 0.5% | $2m | 82,735 | +84% |
| CaterpillarCAT | 0.5% | $2m | 1,996 | Held |
| HSBC HoldingsHSBC | 0.5% | $2m | 48,742 | +290% |
| PNC Financial Services GroupPNC | 0.5% | $2m | 8,255 | Held |
| Motorola SolutionsMSI | 0.5% | $2m | 4,845 | Held |
| Gas Transporter of the SouthTGS | 0.5% | $2m | 67,415 | Held |
| IsharesACWV | 0.5% | $2m | 16,459 | Held |
| FerrariRACE | 0.5% | $2m | 5,293 | Held |
| CGIGIB | 0.5% | $2m | 30,354 | +6% |
| Canadian National RailwayCNI | 0.5% | $2m | 16,394 | Held |
| Illinois Tool WorksITW | 0.5% | $2m | 50,324 | +1079% |
| AflacAFL | 0.5% | $2m | 16,468 | Held |
| Imperial OilIMO | 0.5% | $2m | 17,166 | Held |
| Costco WholesaleCOST | 0.4% | $2m | 2,042 | Held |
| FedExFDX | 0.4% | $2m | 6,100 | Held |
| National GridNGG | 0.4% | $2m | 62,150 | +350% |
| Vipshop HldgsVIPS | 0.4% | $2m | 143,872 | Held |
| SAP SESAP | 0.4% | $2m | 17,093 | +132% |
| Take TWO Interactive SoftwareTTWO | 0.4% | $2m | 7,560 | Held |
| Coca-Cola Femsa SAB de CVKOF | 0.4% | $2m | 33,619 | +217% |
| UnileverUL | 0.4% | $2m | 30,646 | +9% |
| Johnson Controls InternationalJCI | 0.4% | $2m | 12,603 | Held |
| Republic ServicesRSG | 0.4% | $2m | 38,891 | +646% |
| CME GroupCME | 0.4% | $2m | 8,147 | Held |
| CVS HealthCVS | 0.4% | $2m | 20,144 | +96% |
| Union PacificUNP | 0.4% | $2m | 7,811 | +100% |
| IntelINTC | 0.4% | $2m | 12,431 | Held |
| SempraSRE | 0.4% | $2m | 16,468 | +44% |
| Coca-ColaKO | 0.4% | $2m | 19,959 | +58% |
| Walt DisneyDIS | 0.4% | $2m | 20,857 | +97% |
| BrookfieldBN | 0.4% | $2m | 35,351 | Held |
| Intercontinental ExchangeICE | 0.3% | $1m | 11,895 | Held |
| Procter & GamblePG | 0.3% | $1m | 11,746 | +72% |
| Marsh & McLennan CompaniesMRSH | 0.3% | $1m | 5,777 | +2% |
| Rocket CompaniesRKT | 0.3% | $1m | 84,447 | Held |
| NikeNKE | 0.3% | $1m | 36,182 | +47% |
| GarminGRMN | 0.3% | $1m | 5,479 | +4% |
| British American Tobacco p.l.c.BTI | 0.3% | $1m | 19,727 | +54% |
| Sun Life FinancialSLF | 0.3% | $1m | 12,427 | +18% |
| ComcastCMCSA | 0.3% | $1m | 49,170 | -6% |
| Mondelez InternationalMDLZ | 0.3% | $1m | 14,942 | +12% |
| Spdr Index SHS FDSRWO | 0.3% | $1m | 23,237 | Held |
| Invesco Exchange Traded FD TRZV | 0.3% | $1m | 7,558 | -10% |
| Vanguard Specialized FundsVIG | 0.3% | $1m | 99,591 | +3111% |
| Emerson ElectricEMR | 0.3% | $1m | 35,806 | +615% |
| AngloGold AshantiAU | 0.3% | $1m | 13,222 | Held |
| PepsiCoPEP | 0.2% | $1m | 6,285 | +21% |
| Mexican Economic DevelopmentFMX | 0.2% | $1m | 9,398 | +74% |
| Elbit SystemsESLT | 0.2% | $1m | 1,351 | Held |
| AccentureACN | 0.2% | $1m | 8,088 | Held |
| Dell TechnologiesDELL | 0.2% | $966,000 | 2,239 | Held |
| America Movil SAB de CVAMX | 0.2% | $945,000 | 36,367 | +14% |
| Cardinal HealthCAH | 0.2% | $878,000 | 3,700 | Held |
| ASE Technology HldgASX | 0.2% | $800,000 | 17,749 | Held |
Showing the largest 100 of 166.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 19.0% since 30 June 2025.
Where the money is
Technology23.1%
Media & telecom14.8%
Industrials8.7%
Financial services7.8%
Health care7.4%
Retail & consumer6.0%
Everyday goods3.6%
Materials2.6%
Energy1.3%
Utilities1.0%
Real estate0.4%
Other23.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.