Q2 2026 13F · SEC CIK 1725888

Lester Murray Antman dba SimplyRich

Investment managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $427.1M
Reported positions: 166
Top holdings a year, 3 yrs: +16.6%
Average holding period: 5.9 yrs

Lester Murray Antman dba SimplyRich is an investment manager that reported 166 positions worth $427.1M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Alphabet Inc (GOOG, 7.9%), Apple Inc (AAPL, 7.3%), Alphabet Inc (GOOGL, 5.2%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Lester Murray Antman dba SimplyRich holdings largest 50 of 166 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lester Murray Antman dba SimplyRich 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	7.9%	7.0%	95,308	-0.0%	$33.7M
AAPLApple Inc	7.3%	7.0%	107,218	-0.0%	$31.0M
GOOGLAlphabet Inc	5.2%	4.5%	61,722	+0.0%	$22.1M
USMVIshares Msci USA Min Volfctr ETF	5.1%	5.2%	226,613	+4.0%	$21.9M
MUMicron Technology Inc	4.3%	1.4%	15,900	+0.0%	$18.4M
TSMTaiwan Semiconductor Manufac	3.9%	3.0%	34,816	+0.0%	$16.6M
EEMVIshares Inc	3.9%	3.7%	218,941	-1.6%	$16.5M
EFAVIshares Tr	3.8%	4.4%	186,185	-0.1%	$16.3M
MSFTMicrosoft Corp	2.3%	2.4%	25,800	-0.1%	$9.6M
VVisa Inc Com Cl A	1.9%	1.8%	23,551	+0.0%	$8.1M
UNHUnitedhealth Group Inc Com	1.5%	1.0%	15,443	+2.3%	$6.4M
HDHome Depot Inc Com	1.4%	1.4%	16,711	-1.3%	$5.9M
RSPInvesco S&p 500 Equal Weight ETF	1.3%	1.3%	26,084	+0.0%	$5.5M
SCCOSouthern Copper Corp	1.2%	1.3%	30,164	+0.9%	$5.3M
WMTWalmart Inc	1.2%	1.5%	45,683	-0.1%	$5.2M
NVONovo-Nordisk A S	1.1%	0.8%	97,277	+14.8%	$4.7M
CSCOCisco Sys Inc	1.0%	0.7%	34,849	-0.4%	$4.1M
MCKMckesson Corp Com	0.9%	1.1%	5,194	+0.0%	$3.9M
ASMLAsml Hldg NV	0.9%	0.6%	1,830	+0.0%	$3.6M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	7,259	+0.0%	$3.6M
TJXTjx Cos Inc New Com	0.8%	1.0%	23,503	+0.6%	$3.6M
CIThe Cigna Group	0.8%	0.9%	12,379	-0.7%	$3.4M
REETIshares Tr	0.8%	0.8%	118,328	-7.6%	$3.3M
AMGNAmgen Inc Com	0.8%	0.8%	8,999	+0.0%	$3.3M
MCDMcdonalds Corp Com	0.7%	0.9%	10,764	-0.4%	$2.9M
AVGOBroadcom Inc	0.7%	0.6%	7,471	+0.0%	$2.8M
NVSNovartis AG	0.7%	0.7%	17,763	+0.0%	$2.8M
RTXRtx Corporation Com	0.6%	0.7%	14,522	+2.2%	$2.8M
MAMastercard Inc.	0.6%	0.7%	5,162	+0.0%	$2.7M
LMTLockheed Martin Corp Com	0.6%	0.5%	646,871	+20593.3%	$2.5M
AMZNAmazon Com Inc Com	0.6%	0.6%	10,646	+0.0%	$2.5M
IXOrix Corp	0.6%	0.5%	66,449	+5.1%	$2.5M
RBARb Global Inc	0.6%	0.5%	21,603	+0.0%	$2.5M
NOCNorthrop Grumman Corp	0.6%	0.5%	22,013	+617.7%	$2.5M
TMToyota Motor Corp Ads	0.6%	0.5%	15,503	+69.1%	$2.5M
BRK-ABerkshire Hathaway Inc Del	0.6%	—	6,560	—	$2.4M
ELVElevance Health Inc Formerly	0.6%	—	6,229	—	$2.4M
RELXRelx PLC	0.6%	0.6%	74,441	+0.4%	$2.4M
VNQVanguard Real Estate ETF	0.6%	—	82,768	—	$2.4M
CBChubb Limited Com	0.5%	0.6%	6,775	-1.3%	$2.3M
LRCXLam Research Corp	0.5%	—	70,136	—	$2.3M
SHELShell PLC	0.5%	0.7%	29,281	+0.0%	$2.3M
IBMInternational Business Machs	0.5%	—	53,741	—	$2.2M
PCARPaccar Inc	0.5%	0.5%	18,327	-0.2%	$2.2M
ADPAutomatic Data Processing Inc Com	0.5%	—	42,381	—	$2.2M
EBAYEbay Inc.	0.5%	—	19,220	—	$2.1M
BVNCompania de Minas Buenaventu	0.5%	—	82,735	—	$2.1M
CATCaterpillar Inc Com	0.5%	—	1,996	—	$2.1M
HSBCHsbc Hldgs PLC	0.5%	—	48,742	—	$2.0M
PNCPnc Finl Svcs Group Inc	0.5%	—	8,255	—	$2.0M

What Lester Murray Antman dba SimplyRich bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.4% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$427.1M	166
Q1 2026	$390.9M	233
Q4 2025	$382.4M	199
Q3 2025	$370.6M	200
Q2 2025	$358.9M	214
Q1 2025	$345.6M	214
Q4 2024	$350.4M	216
Q3 2024	$358.7M	221
Q2 2024	$316.0M	178
Q1 2024	$309.5M	179
Q4 2023	$290.8M	173
Q3 2023	$206.2M	145

Questions about Lester Murray Antman dba SimplyRich's portfolio

What stocks does Lester Murray Antman dba SimplyRich own?

Lester Murray Antman dba SimplyRich's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 166 positions worth $427.1M. The largest are Alphabet Inc (GOOG) at 7.9%, Apple Inc (AAPL) at 7.3%, Alphabet Inc (GOOGL) at 5.2%, Ishares Msci USA Min Volfctr ETF (USMV) at 5.1% and Micron Technology Inc (MU) at 4.3%.

What did Lester Murray Antman dba SimplyRich buy last quarter?

In Q2 2026, Lester Murray Antman dba SimplyRich added Lockheed Martin Corp Com (LMT) (+20593.3% shares), Northrop Grumman Corp (NOC) (+617.7% shares) and Toyota Motor Corp Ads (TM) (+69.1% shares), compared with its Q1 2026 filing.

What did Lester Murray Antman dba SimplyRich sell last quarter?

In Q2 2026, Lester Murray Antman dba SimplyRich cut from its top 50 Cme Group Inc (CME), cut from its top 50 Transportadora de Gas Del Su (TGS), cut from its top 50 Vipshop Holdings Ltd (VIPS), cut from its top 50 Imperial Oil Ltd (IMO), cut from its top 50 Fedex Corp (FDX) and Ishares Tr (REET) (-7.6% shares), compared with its Q1 2026 filing.

How has Lester Murray Antman dba SimplyRich's portfolio performed?

A portfolio copying Lester Murray Antman dba SimplyRich's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.4% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is Lester Murray Antman dba SimplyRich's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lester Murray Antman dba SimplyRich's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.