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 ($20.78K).
The chart below shows the top 10 valuable assets, and the table below shows the top 199 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lester Murray Antman dba SimplyRich - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |