Institutional Manager · CIK 0001725888
Lester Murray Antman dba SimplyRich
CARLSBAD, CA · File #028-18236
Latest AUM
$382,388
Positions
199
Top-10 Concentration
59.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025199 pos · $382,388
- 13F HOLDINGS REPORTQ/E Sep 2025200 pos · $370,612
- 13F HOLDINGS REPORTQ/E Jun 2025214 pos · $358,865
- 13F HOLDINGS REPORTQ/E Mar 2025214 pos · $345,592
- 13F HOLDINGS REPORTQ/E Dec 2024216 pos · $350,375
- 13F HOLDINGS REPORTQ/E Sep 2024221 pos · $358,706
- 13F HOLDINGS REPORTQ/E Jun 2024178 pos · $315,957
- 13F HOLDINGS REPORTQ/E Mar 2024179 pos · $309,497
- 13F HOLDINGS REPORTQ/E Dec 2023145 pos · $206,170
- 13F HOLDINGS REPORTQ/E Sep 2023174 pos · $280,479
- 13F HOLDINGS REPORTQ/E Jun 2023174 pos · $266,040
- 13F HOLDINGS REPORTQ/E Mar 2023170 pos · $251,295
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 95,815 | $30,066 | 10.71% |
| 2 | APPLE INC | AAPL | 107,389 | $29,194 | 10.40% |
| 3 | ISHARES TR | 46429B697 | 220,714 | $20,782 | 7.40% |
| 4 | ALPHABET INC | GOOG | 61,722 | $19,318 | 6.88% |
| 5 | ISHARES TR | 46429B689 | 190,855 | $16,461 | 5.86% |
| 6 | ISHARES INC | 464286533 | 226,403 | $14,498 | 5.16% |
| 7 | MICROSOFT CORP | MSFT | 25,839 | $12,496 | 4.45% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 34,816 | $10,580 | 3.77% |
| 9 | VISA INC | V | 23,552 | $8,259 | 2.94% |
| 10 | HOME DEPOT INC | HD | 17,071 | $5,874 | 2.09% |
| 11 | WALMART INC | WMT | 45,791 | $5,101 | 1.82% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 15,201 | $5,018 | 1.79% |
| 13 | INVESCO EXCHANGE TRADED FD T | IVZ | 26,084 | $4,996 | 1.78% |
| 14 | MICRON TECHNOLOGY INC | MU | 15,900 | $4,538 | 1.62% |
| 15 | NOVO-NORDISK A S | NONOF | 86,247 | $4,388 | 1.56% |
| 16 | SOUTHERN COPPER CORP | SCCO | 29,710 | $4,262 | 1.52% |
| 17 | MCKESSON CORP | MCK | 5,193 | $4,259 | 1.52% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,277 | $3,657 | 1.30% |
| 19 | TJX COS INC NEW | 872540109 | 23,358 | $3,588 | 1.28% |
| 20 | ISHARES TR | 46434V647 | 140,204 | $3,498 | 1.25% |