Lester Murray Antman dba SimplyRich - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Lester Murray Antman dba SimplyRich held in its portfolio 199 assets valued at $382,388 (i.e. $382.39K).

The most valuable assets in the portfolio included: ALPHABET INC ($30.07K), APPLE INC ($29.19K), and ISHARES TR ($20.78K).

The chart below shows the top 10 valuable assets, and the table below shows the top 199 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Lester Murray Antman dba SimplyRich Portfolio
ALPHABET INC
APPLE INC
ISHARES TR
ALPHABET INC
ISHARES TR
ISHARES INC
MICROSOFT CORP
TAIWAN SEMICONDUCTOR MFG LTD
VISA INC
HOME DEPOT INC
Lester Murray Antman dba SimplyRich - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
ALPHABET INC 95815 30066 CAP STK CL C
APPLE INC 107389 29194 COM
ISHARES TR 220714 20782 MSCI USA MIN VOL
ALPHABET INC 61722 19318 CAP STK CL A
ISHARES TR 190855 16461 MSCI EAFE MIN VL
ISHARES INC 226403 14498 MSCI EMERG MRKT
MICROSOFT CORP 25839 12496 COM
TAIWAN SEMICONDUCTOR MFG LTD 34816 10580 SPONSORED ADS
VISA INC 23552 8259 COM CL A
HOME DEPOT INC 17071 5874 COM
WALMART INC 45791 5101 COM
UNITEDHEALTH GROUP INC 15201 5018 COM
INVESCO EXCHANGE TRADED FD T 26084 4996 S&P500 EQL WGT
MICRON TECHNOLOGY INC 15900 4538 COM
NOVO-NORDISK A S 86247 4388 ADR
SOUTHERN COPPER CORP 29710 4262 COM
MCKESSON CORP 5193 4259 COM
BERKSHIRE HATHAWAY INC DEL 7277 3657 CL B NEW
TJX COS INC NEW 23358 3588 COM
ISHARES TR 140204 3498 GLOBAL REIT ETF
THE CIGNA GROUP 12504 3441 COM
MCDONALDS CORP 10823 3307 COM
RELX PLC 75967 3070 SPONSORED ADR
MASTERCARD INCORPORATED 5162 2946 CL A
AMGEN INC 8999 2945 COM
CGI INC 29462 2719 CL A SUB VTG
CISCO SYS INC 35159 2708 COM
VIPSHOP HLDGS LTD 147719 2613 SPONSORED ADS A
RTX CORPORATION 14216 2607 COM
BROADCOM INC 7471 2585 COM
AMAZON COM INC 10646 2457 COM
NOVARTIS AG 17770 2449 SPONSORED ADR
CME GROUP INC 8149 2225 COM
RB GLOBAL INC 21610 2223 COM
ACCENTURE PLC IRELAND 8088 2170 SHS CLASS A
SHELL PLC 29359 2157 SPON ADS
CHUBB LIMITED 6894 2151 COM
ELEVANCE HEALTH INC 6029 2113 COM
TRANSPORTADORA DE GAS SUR 65396 2033 SPONSORED ADS B
TOYOTA MOTOR CORP 9208 1971 ADS
PACCAR INC 17963 1967 COM
FERRARI N V 5319 1965 COM
ASML HOLDING N V 1830 1957 N Y REGISTRY SHS
TAKE-TWO INTERACTIVE SOFTWAR 7560 1935 COM
INTERCONTINENTAL EXCHANGE IN 11895 1926 COM
ISHARES INC 16106 1912 MSCI GBL MIN VOL
MOTOROLA SOLUTIONS INC 4845 1857 COM NEW
ORIX CORP 63321 1850 SPONSORED ADR
AFLAC INC 16617 1832 COM
COSTCO WHSL CORP NEW 2078 1791 COM
SAP SE 7375 1791 SPON ADR
FEDEX CORP 6100 1762 COM
NORTHROP GRUMMAN CORP 3067 1748 COM
PNC FINL SVCS GROUP INC 8255 1723 COM
EBAY INC. 19220 1674 COM
ASTRAZENECA PLC 18063 1660 SPONSORED ADR
ROCKET COS INC 84447 1634 COM CL A
BROOKFIELD CORP 35351 1622 CL A LTD VT SH
CANADIAN NATL RY CO 16194 1600 COM
NIKE INC 24574 1565 CL B
AUTOMATIC DATA PROCESSING IN 6005 1544 COM
LOCKHEED MARTIN CORP 3156 1526 COM
BERKSHIRE HATHAWAY INC DEL 2 1509 CL A
JOHNSON CTLS INTL PLC 12603 1509 SHS
IMPERIAL OIL LTD 17166 1481 COM NEW
COMCAST CORP NEW 49289 1473 CL A
INTERNATIONAL BUSINESS MACHS 4940 1463 COM
VANGUARD INDEX FDS 15082 1334 REAL ESTATE ETF
COMPANIA DE MINAS BUENAVENTU 45728 1272 SPONSORED ADR
DISNEY WALT CO 10567 1202 COM
ANGLOGOLD ASHANTI PLC 13529 1153 COM SHS
CATERPILLAR INC 1996 1143 COM
REPUBLIC SVCS INC 5215 1105 COM
GARMIN LTD 5332 1081 SHS
PAYPAL HLDGS INC 18370 1072 COM
MARSH & MCLENNAN COS INC 5743 1065 COM
NATIONAL GRID PLC 13763 1064 SPONSORED ADR NE
ILLINOIS TOOL WKS INC 4267 1050 COM
SPDR INDEX SHS FDS 23237 1046 DJ GLB RL ES ETF
COCA-COLA FEMSA SAB DE CV 10765 1019 SPONS ADS REP
SEMPRA 11508 1016 COM
INVESCO EXCHANGE TRADED FD T 8521 1013 S&P SML600 VAL
PROCTER AND GAMBLE CO 6854 982 COM
HSBC HLDGS PLC 12445 979 SPON ADR NEW
THOMSON REUTERS CORP 7018 925 COM
UNION PAC CORP 3901 902 COM
COCA COLA CO 12483 872 COM
AEGON LTD 111086 856 AMER REG 1 CERT
WIPRO LTD 301350 855 SPON ADR 1 SH
INFOSYS LTD 46453 827 SPONSORED ADR
ATOUR LIFESTYLE HLDGS LTD 20933 824 SPONSORED ADS
CVS HEALTH CORP 10304 817 COM
CAPITAL ONE FINL CORP 3375 817 COM
ORACLE CORP 4113 801 COM
ELBIT SYS LTD 1351 780 ORD
SONY GROUP CORP 29727 761 SPONSORED ADR
CARDINAL HEALTH INC 3700 760 COM
MONDELEZ INTL INC 14055 756 CL A
GOLD FIELDS LTD 17305 755 SPONSORED ADR
PEPSICO INC 5176 742 COM
BAIDU INC 5615 733 SPON ADR REP A
BRITISH AMERN TOB PLC 12918 731 SPONSORED ADR
LOGITECH INTL S A 7034 704 SHS
META PLATFORMS INC 1059 699 CL A
WASTE MGMT INC DEL 3176 697 COM
VANGUARD SPECIALIZED FUNDS 3102 681 DIV APP ETF
NETEASE INC 4928 678 SPONSORED ADS
HALEON PLC 66351 670 SPON ADS
EMERSON ELEC CO 5008 664 COM
WILLIS TOWERS WATSON PLC LTD 2015 662 SHS
D R HORTON INC 4595 661 COM
SUN LIFE FINANCIAL INC. 10505 655 COM
CENTRAIS ELETRICAS BRASILEIR 70179 642 SPONSORED ADR
WISDOMTREE TR 7896 639 INTL SMCAP DIV
MERCK & CO INC 6059 637 COM
NOMURA HLDGS INC 75079 629 SPONSORED ADR
CHECK POINT SOFTWARE TECH LT 3376 626 ORD
ALIBABA GROUP HLDG LTD 4262 624 SPONSORED ADS
CHUNGHWA TELECOM CO LTD 14885 620 SPON ADR NEW11
TRIP COM GROUP LTD 8464 608 ADS
TC ENERGY CORP 11069 608 COM
AON PLC 1711 603 SHS CL A
DR REDDYS LABS LTD 42785 600 ADR
AT&T INC 22367 555 COM
LAM RESEARCH CORP 3240 554 COM NEW
FOMENTO ECONOMICO MEXICANO S 5467 552 SPON ADR UNITS
ENBRIDGE INC 11493 549 COM
RIO TINTO PLC 6791 543 SPONSORED ADR
PEARSON PLC 38240 536 SPONSORED ADR
COMPANHIA DE SANEAMENTO BASI 21678 517 SPONSORED ADR
LYONDELLBASELL INDUSTRIES N 11895 515 SHS - A -
BARRICK MNG CORP 11806 514 COM SHS
INVESCO DB MULTI-SECTOR COMM 5000 514 PRECIOUS METAL
CRH PLC 4084 509 ORD
TE CONNECTIVITY PLC 2200 500 ORD SHS
LINDE PLC 1172 499 SHS
TENCENT MUSIC ENTMT GROUP 28394 497 SPON ADS
WHEATON PRECIOUS METALS CORP 4201 493 COM
TAKEDA PHARMACEUTICAL CO LTD 31139 485 SPONSORED ADS
DEERE & CO 1038 483 COM
SPDR S&P 500 ETF TR 694 473 TR UNIT
AGILENT TECHNOLOGIES INC 3400 462 COM
ISHARES TR 5583 462 1 3 YR TREAS BD
TARGET CORP 4726 461 COM
INTEL CORP 12431 458 COM
AUTOZONE INC 135 457 COM
KEYSIGHT TECHNOLOGIES INC 2247 456 COM
SCHWAB CHARLES CORP 4510 450 COM
SPDR GOLD TR 1089 431 GOLD SHS
VALE S A 31846 414 SPONSORED ADS
GENERAL DYNAMICS CORP 1203 405 COM
PETROLEO BRASILEIRO SA PETRO 34094 404 SPONSORED ADR
TELEFONICA S A 99339 402 SPONSORED ADR
CHENIERE ENERGY INC 2057 399 COM NEW
PHILIP MORRIS INTL INC 2427 389 COM
VODAFONE GROUP PLC NEW 29373 388 SPONSORED ADR
FOX CORP 5679 368 CL B COM
ALCON AG 4638 365 ORD SHS
OREILLY AUTOMOTIVE INC 3990 363 COM
ALTRIA GROUP INC 6218 358 COM
QUEST DIAGNOSTICS INC 2066 358 COM
ISHARES TR 3102 352 SP SMCP600VL ETF
SYSCO CORP 4607 339 COM
VERIZON COMMUNICATIONS INC 8256 336 COM
JANUX THERAPEUTICS INC 24315 335 COM
TRACTOR SUPPLY CO 6686 334 COM
CMB.TECH NV 34206 330 SHS
BROOKFIELD ASSET MANAGMT LTD 6258 327 CL A LMT VTG SHS
PDD HOLDINGS INC 2805 318 SPONSORED ADS
FIRST HORIZON CORPORATION 13198 315 COM
PETROLEO BRASILEIRO SA PETRO 27731 312 SP ADR NON VTG
TOWER SEMICONDUCTOR LTD 2565 301 SHS NEW
BOOKING HOLDINGS INC 55 294 COM
ASE TECHNOLOGY HLDG CO LTD 17749 285 SPONSORED ADS
DELL TECHNOLOGIES INC 2239 281 CL C
CHEVRON CORP NEW 1832 279 COM
THERMO FISHER SCIENTIFIC INC 479 277 COM
NOKIA CORP 42025 271 SPONSORED ADR
BIONTECH SE 2833 269 SPONSORED ADS
SUNCOR ENERGY INC NEW 5920 262 COM
PUBLIC STORAGE OPER CO 1000 259 COM
SK TELECOM CO LTD 12148 249 SPONSORED ADR
IDEXX LABS INC 364 246 COM
SNAP ON INC 704 242 COM
PACKAGING CORP AMER 1175 242 COM
CUMMINS INC 474 241 COM
AMERICA MOVIL SAB DE CV 11666 241 SPON ADS RP CL B
ARCHER DANIELS MIDLAND CO 4066 233 COM
VALERO ENERGY CORP 1435 233 COM
EXPEDITORS INTL WASH INC 1540 229 COM
TORONTO DOMINION BK ONT 2400 226 COM NEW
TEXAS INSTRS INC 1297 225 COM
ROYAL BK CDA 1287 219 COM
RENTOKIL INITIAL PLC 7188 211 SPONSORED ADR
QIFU TECHNOLOGY INC 10999 211 AMERICAN DEP
MOODYS CORP 400 204 COM
COREBRIDGE FINL INC 6733 203 COM
SUZANO S A 21725 202 SPON ADS
DIAGEO PLC 2340 201 SPON ADR NEW