Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $382 Million
  • Q4 2025

Lester Murray Antman Dba Simply Rich has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $382 Million distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $30.1M, Apple Inc. with a value of $29.2M, Ishares Msci Usa Min Vol Facto with a value of $20.8M, Alphabet Inc. with a value of $19.3M, and Ishares Msci Eafe Min Vol Fact with a value of $16.5M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $371M to 382M.

Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.

Portfolio value $382 Million
Technology: $82 Million
ETFs: $69.1 Million
Communication Services: $63.1 Million
Financial Services: $38 Million
Healthcare: $32.6 Million
Consumer Cyclical: $28.9 Million
Industrials: $22.4 Million
Consumer Defensive: $14.5 Million
Other: $21.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$30.1 Million 7.86% of portfolio
95,815
Q4 2025 Reduced 3.14%
$4.3T
$29.2 Million 7.63% of portfolio
107,389
Q4 2025 Reduced 0.84%
$1.65T
$19.3 Million 5.05% of portfolio
61,722
Q4 2025 Reduced 0.04%
$3.78T
$12.5 Million 3.27% of portfolio
25,839
Q4 2025 Reduced 0.07%
$1.46T
$10.6 Million 2.77% of portfolio
34,816
Q4 2025 Reduced 0.23%
$533B
$8.26 Million 2.16% of portfolio
23,552
Q4 2024 Reduced 0.08%
$367B
$5.87 Million 1.54% of portfolio
17,071
Q4 2025 Added 0.01%
$279B
$5.1 Million 1.33% of portfolio
45,791
Q4 2025 Added 0.01%
$300B
$5.02 Million 1.31% of portfolio
15,201
Q4 2025 Added 0.62%
$268B
$4.54 Million 1.19% of portfolio
15,900
Q1 2020 Reduced 8.62%
$109B
$4.39 Million 1.15% of portfolio
86,247
Q4 2025 Added 1.92%
$121B
$4.26 Million 1.11% of portfolio
5,193
Q4 2025 Added 0.04%
$101B
$4.26 Million 1.11% of portfolio
29,710
Q4 2025 Added 0.98%
$662B
$3.66 Million 0.96% of portfolio
7,277
Q3 2025 Reduced 0.01%
$170B
$3.59 Million 0.94% of portfolio
23,358
Q2 2022 Reduced 0.15%
$82.8B
$3.44 Million 0.9% of portfolio
12,504
Q2 2024 Reduced 0.29%
$79.2B
$3.07 Million 0.8% of portfolio
75,967
Q4 2025 Reduced 6.2%
$183B
$2.95 Million 0.77% of portfolio
8,999
Q3 2025 Reduced 0.31%
$512B
$2.95 Million 0.77% of portfolio
5,162
Q3 2022 Reduced 0.21%
$18.4B
$2.72 Million 0.71% of portfolio
29,462
Q4 2025 Added 1.9%
$319B
$2.71 Million 0.71% of portfolio
35,159
Q4 2025 Added 0.01%
$139B
$2.59 Million 0.68% of portfolio
7,471
Q4 2025 Reduced 0.2%
$258B
$2.61 Million 0.68% of portfolio
14,216
Q2 2024 Reduced 2.66%
$12.3B
$2.61 Million 0.68% of portfolio
147,719
Q4 2025 Added 0.66%
$2.39T
$2.46 Million 0.64% of portfolio
10,646
Q4 2025 Reduced 5.62%
$283B
$2.45 Million 0.64% of portfolio
17,770
Q3 2025 Reduced 0.03%
$100B
$2.23 Million 0.58% of portfolio
8,149
Q4 2025 Reduced 0.26%
$152B
$2.17 Million 0.57% of portfolio
8,088
Q4 2020 Reduced 0.61%
$270B
$2.16 Million 0.56% of portfolio
29,359
Q4 2025 Added 0.02%
$123B
$2.15 Million 0.56% of portfolio
6,894
Q4 2025 Reduced 0.69%
$78.2B
$2.11 Million 0.55% of portfolio
6,029
Q3 2025 Reduced 2.14%
$4.59B
$2.03 Million 0.53% of portfolio
65,396
Q4 2025 Added 1.4%
$272B
$1.97 Million 0.52% of portfolio
9,208
Q4 2025 Reduced 0.38%
$39.1B
$1.94 Million 0.51% of portfolio
7,560
Q2 2022 New
$405B
$1.96 Million 0.51% of portfolio
1,830
Q4 2025 Reduced 3.84%
$76.2B
$1.97 Million 0.51% of portfolio
5,319
Q3 2025 Reduced 0.3%
$33.2B
$1.97 Million 0.51% of portfolio
17,963
Q4 2025 Added 0.02%
$84.9B
$1.93 Million 0.5% of portfolio
11,895
Q2 2024 Reduced 1.57%
$63.4B
$1.86 Million 0.49% of portfolio
4,845
Q4 2025 Reduced 0.51%
$6.2B
$1.85 Million 0.48% of portfolio
63,321
Q4 2025 Added 36.82%
$72.3B
$1.83 Million 0.48% of portfolio
16,617
Q4 2025 Added 0.9%
$279B
$1.79 Million 0.47% of portfolio
7,375
Q3 2022 Reduced 5.14%
$404B
$1.79 Million 0.47% of portfolio
2,078
Q4 2025 Reduced 2.26%
$68.9B
$1.76 Million 0.46% of portfolio
6,100
Q2 2025 Reduced 2.34%
$86.7B
$1.75 Million 0.46% of portfolio
3,067
Q3 2023 Reduced 0.2%
$74.3B
$1.72 Million 0.45% of portfolio
8,255
Q1 2020 Reduced 2.47%
$46.1B
$1.67 Million 0.44% of portfolio
19,220
Q1 2020 Reduced 1.54%
$277B
$1.66 Million 0.43% of portfolio
18,063
Q4 2025 Added 0.9%
$2.27B
$1.63 Million 0.43% of portfolio
84,447
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $382 Million
  • Prior Value $371 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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