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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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