Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q2 2025

Lester Murray Antman Dba Simply Rich has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 Million distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.2M, Ishares Msci Usa Min Vol Facto with a value of $20.6M, Alphabet Inc. with a value of $17.6M, Ishares Msci Eafe Min Vol Fact with a value of $17.1M, and Ishares Msci Emerging Markets with a value of $15.9M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $346M to 359M.

Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
Technology: $71.5 Million
ETFs: $70.8 Million
Communication Services: $45.5 Million
Financial Services: $37.3 Million
Healthcare: $32.8 Million
Consumer Cyclical: $30.8 Million
Industrials: $22.1 Million
Consumer Defensive: $16.8 Million
Other: $17.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.73T
$22.2 Million 6.2% of portfolio
108,370
Q2 2025 Reduced 0.17%
$1.3T
$17.6 Million 4.9% of portfolio
99,122
Q2 2025 Reduced 0.06%
$3.78T
$13 Million 3.63% of portfolio
26,189
Q2 2025 Reduced 0.28%
$1.27T
$10.9 Million 3.03% of portfolio
61,747
Q4 2024 Reduced 0.05%
$575B
$8.36 Million 2.33% of portfolio
23,552
Q4 2024 Reduced 0.08%
$1.2T
$7.9 Million 2.2% of portfolio
34,895
Q4 2024 Reduced 0.09%
$127B
$6.38 Million 1.78% of portfolio
92,403
Q2 2025 Added 6.69%
$416B
$6.26 Million 1.74% of portfolio
17,071
Q1 2025 Reduced 0.17%
$290B
$4.72 Million 1.31% of portfolio
15,114
Q2 2025 Reduced 0.36%
$263B
$4.48 Million 1.25% of portfolio
45,792
Q1 2025 Added 0.0%
$89.4B
$4.4 Million 1.23% of portfolio
81,000
Q1 2025 Reduced 0.01%
$91.8B
$4.13 Million 1.15% of portfolio
12,504
Q2 2024 Reduced 0.29%
$98.7B
$3.8 Million 1.06% of portfolio
5,191
Q4 2024 Added 1.03%
$654B
$3.54 Million 0.99% of portfolio
7,278
Q4 2024 Added 0.65%
$231B
$3.17 Million 0.88% of portfolio
10,853
Q2 2025 Reduced 0.04%
$20.6B
$3.1 Million 0.86% of portfolio
29,532
Q2 2025 Reduced 0.02%
$74.3B
$2.9 Million 0.81% of portfolio
28,637
Q2 2025 Added 0.95%
$159B
$2.88 Million 0.8% of portfolio
23,358
Q2 2022 Reduced 0.15%
$87.2B
$2.62 Million 0.73% of portfolio
5,335
Q2 2025 Added 0.28%
$154B
$2.52 Million 0.7% of portfolio
9,027
Q2 2025 Reduced 0.75%
$2.33T
$2.47 Million 0.69% of portfolio
11,280
Q2 2022 Added 1,900.0%
$284B
$2.44 Million 0.68% of portfolio
35,166
Q2 2025 Reduced 0.08%
$164B
$2.42 Million 0.67% of portfolio
8,088
Q4 2020 Reduced 0.61%
$76.5B
$2.4 Million 0.67% of portfolio
6,161
Q2 2025 Reduced 2.84%
$95.8B
$2.25 Million 0.63% of portfolio
8,172
Q4 2024 Added 1.31%
$318B
$2.24 Million 0.62% of portfolio
7,375
Q3 2022 Reduced 5.14%
$98.6B
$2.18 Million 0.61% of portfolio
11,895
Q2 2024 Reduced 1.57%
$10.6B
$2.2 Million 0.61% of portfolio
146,068
Q2 2025 Reduced 3.38%
$78.8B
$2.17 Million 0.6% of portfolio
5,155
Q1 2025 Reduced 1.26%
$272B
$2.15 Million 0.6% of portfolio
17,776
Q1 2025 Added 11.86%
$418B
$2.11 Million 0.59% of portfolio
2,127
Q1 2025 Added 0.14%
$233B
$2.08 Million 0.58% of portfolio
14,216
Q2 2024 Reduced 2.66%
$263B
$2.07 Million 0.58% of portfolio
29,344
Q2 2025 Reduced 0.24%
$120B
$2.06 Million 0.57% of portfolio
7,486
Q4 2024 Reduced 0.45%
$114B
$2.01 Million 0.56% of portfolio
6,949
Q4 2024 Reduced 0.1%
$129B
$1.96 Million 0.55% of portfolio
15,900
Q1 2020 Reduced 8.62%
$160B
$1.93 Million 0.54% of portfolio
31,531
Q1 2025 Reduced 9.28%
$126B
$1.9 Million 0.53% of portfolio
6,152
Q4 2024 Added 1.23%
$65.6B
$1.87 Million 0.52% of portfolio
17,942
Q2 2025 Reduced 3.71%
$150B
$1.87 Million 0.52% of portfolio
52,358
Q2 2025 Added 6.25%
$38.8B
$1.84 Million 0.51% of portfolio
7,560
Q2 2022 New
$67.5B
$1.76 Million 0.49% of portfolio
16,693
Q1 2025 Added 0.77%
$97.5B
$1.76 Million 0.49% of portfolio
24,740
Q2 2025 Reduced 0.4%
$34.8B
$1.71 Million 0.48% of portfolio
17,966
Q2 2025 Reduced 8.37%
$4.09B
$1.67 Million 0.47% of portfolio
64,518
Q3 2024 Reduced 5.79%
$79.5B
$1.62 Million 0.45% of portfolio
9,418
Q4 2023 Reduced 0.34%
$266B
$1.59 Million 0.44% of portfolio
9,247
Q2 2025 Reduced 5.0%
$296B
$1.55 Million 0.43% of portfolio
14,800
Q3 2024 New
$83.8B
$1.54 Million 0.43% of portfolio
8,255
Q1 2020 Reduced 2.47%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $359 Million
  • Prior Value $346 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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