Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $371 Million
  • Q3 2025

Lester Murray Antman Dba Simply Rich has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $371 Million distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.6M, Alphabet Inc. with a value of $24.1M, Ishares Msci Usa Min Vol Facto with a value of $20M, Ishares Msci Eafe Min Vol Fact with a value of $16.1M, and Alphabet Inc. with a value of $15M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $359M to 371M.

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

Portfolio value $371 Million
Technology: $79.2 Million
ETFs: $68.5 Million
Communication Services: $54.9 Million
Financial Services: $36.6 Million
Healthcare: $31.5 Million
Consumer Cyclical: $31.3 Million
Industrials: $21.2 Million
Consumer Defensive: $16.4 Million
Other: $20.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.34T
$27.6 Million 7.44% of portfolio
108,295
Q3 2025 Reduced 0.07%
$1.74T
$24.1 Million 6.5% of portfolio
98,920
Q3 2025 Reduced 0.2%
$1.66T
$15 Million 4.05% of portfolio
61,747
Q4 2024 Reduced 0.05%
$3.71T
$13.4 Million 3.61% of portfolio
25,856
Q3 2025 Reduced 1.27%
$1.5T
$9.75 Million 2.63% of portfolio
34,895
Q4 2024 Reduced 0.09%
$551B
$8.04 Million 2.17% of portfolio
23,552
Q4 2024 Reduced 0.08%
$378B
$6.92 Million 1.87% of portfolio
17,070
Q3 2025 Reduced 0.01%
$301B
$5.22 Million 1.41% of portfolio
15,108
Q3 2025 Reduced 0.04%
$105B
$4.7 Million 1.27% of portfolio
84,621
Q3 2025 Reduced 8.42%
$276B
$4.72 Million 1.27% of portfolio
45,785
Q3 2025 Reduced 0.02%
$123B
$4.01 Million 1.08% of portfolio
5,191
Q4 2024 Added 1.03%
$83.2B
$3.87 Million 1.04% of portfolio
80,986
Q3 2025 Reduced 0.02%
$635B
$3.66 Million 0.99% of portfolio
7,277
Q3 2025 Reduced 0.01%
$78.2B
$3.6 Million 0.97% of portfolio
12,504
Q2 2024 Reduced 0.29%
$106B
$3.57 Million 0.96% of portfolio
29,422
Q3 2025 Added 2.74%
$167B
$3.38 Million 0.91% of portfolio
23,358
Q2 2022 Reduced 0.15%
$528B
$2.94 Million 0.79% of portfolio
5,162
Q3 2022 Reduced 0.21%
$11.6B
$2.88 Million 0.78% of portfolio
146,753
Q3 2025 Added 0.47%
$259B
$2.66 Million 0.72% of portfolio
15,900
Q1 2020 Reduced 8.62%
$17.9B
$2.58 Million 0.7% of portfolio
28,912
Q3 2025 Reduced 2.1%
$74.1B
$2.58 Million 0.7% of portfolio
5,319
Q3 2025 Reduced 0.3%
$169B
$2.54 Million 0.69% of portfolio
8,999
Q3 2025 Reduced 0.31%
$2.48T
$2.48 Million 0.67% of portfolio
11,280
Q2 2022 Added 1,900.0%
$144B
$2.47 Million 0.67% of portfolio
7,486
Q4 2024 Reduced 0.45%
$292B
$2.41 Million 0.65% of portfolio
35,155
Q3 2025 Reduced 0.03%
$257B
$2.38 Million 0.64% of portfolio
14,216
Q2 2024 Reduced 2.66%
$272B
$2.28 Million 0.61% of portfolio
17,770
Q3 2025 Reduced 0.03%
$97.6B
$2.21 Million 0.6% of portfolio
8,170
Q3 2025 Reduced 0.02%
$64.9B
$2.23 Million 0.6% of portfolio
4,870
Q3 2025 Reduced 5.53%
$266B
$2.1 Million 0.57% of portfolio
29,354
Q3 2025 Added 0.03%
$82.4B
$2 Million 0.54% of portfolio
11,895
Q2 2024 Reduced 1.57%
$152B
$1.99 Million 0.54% of portfolio
8,088
Q4 2020 Reduced 0.61%
$409B
$1.97 Million 0.53% of portfolio
2,126
Q3 2025 Reduced 0.05%
$297B
$1.97 Million 0.53% of portfolio
7,375
Q3 2022 Reduced 5.14%
$42B
$1.95 Million 0.53% of portfolio
7,560
Q2 2022 New
$117B
$1.96 Million 0.53% of portfolio
6,942
Q3 2025 Reduced 0.1%
$76.3B
$1.95 Million 0.53% of portfolio
6,029
Q3 2025 Reduced 2.14%
$154B
$1.92 Million 0.52% of portfolio
32,322
Q3 2025 Added 2.51%
$88B
$1.87 Million 0.5% of portfolio
3,067
Q3 2023 Reduced 0.2%
$409B
$1.84 Million 0.5% of portfolio
1,903
Q4 2022 Reduced 6.12%
$71.8B
$1.84 Million 0.5% of portfolio
16,468
Q3 2025 Reduced 1.35%
$105B
$1.81 Million 0.49% of portfolio
6,150
Q3 2025 Reduced 0.03%
$278B
$1.77 Million 0.48% of portfolio
9,243
Q3 2025 Reduced 0.04%
$34.2B
$1.77 Million 0.48% of portfolio
17,960
Q3 2025 Reduced 0.03%
$78B
$1.72 Million 0.47% of portfolio
24,736
Q3 2025 Reduced 0.02%
$44.4B
$1.75 Million 0.47% of portfolio
19,220
Q1 2020 Reduced 1.54%
$73.9B
$1.66 Million 0.45% of portfolio
8,255
Q1 2020 Reduced 2.47%
$14.9B
$1.62 Million 0.44% of portfolio
7,677
Q2 2025 Reduced 1.98%
$120B
$1.65 Million 0.44% of portfolio
52,464
Q3 2025 Added 0.2%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $371 Million
  • Prior Value $359 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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