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
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | UNILEVER PLC | 904767704 | -32,322 | -$1,916 | $0 |
| NEW | ROCKET COS INC | 77311W101 | +84,447 | +$1,634 | $0 |
| EXITED | MR COOPER GROUP INC | 62482R107 | -7,677 | -$1,618 | $0 |
| EXITED | FISERV INC | 337738108 | -9,358 | -$1,206 | $0 |
| REDUCE | ALPHABET INC | GOOG | -3,105 | -$974 | +$6,949 |
| ADD | ISHARES TR | 46429B697 | +10,019 | +$943 | -$206 |
| ADD | BROOKFIELD CORP | 11271J107 | +11,782 | +$541 | -$535 |
| ADD | ORIX CORP | ORXCF | +17,040 | +$498 | +$144 |
| EXITED | TOTALENERGIES SE | 89151E109 | -8,224 | -$490 | $0 |
| ADD | AEGON LTD | AEFC | +61,604 | +$475 | -$14 |
Sector Allocation
Filing History
- 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
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% |