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
$55.6B
$1.57 Million 0.42% of portfolio
17,266
Q4 2020 Reduced 23.32%
$64.1B
$1.54 Million 0.42% of portfolio
16,343
Q3 2025 Reduced 8.91%
$444B
$1.51 Million 0.41% of portfolio
2
Q1 2025 New
$123B
$1.53 Million 0.41% of portfolio
3,074
Q3 2025 Reduced 3.79%
$67.4B
$1.44 Million 0.39% of portfolio
6,100
Q2 2025 Reduced 2.34%
$280B
$1.39 Million 0.38% of portfolio
4,939
Q3 2025 Reduced 0.06%
$4.4B
$1.36 Million 0.37% of portfolio
64,494
Q3 2025 Reduced 0.04%
$84.2B
$1.39 Million 0.37% of portfolio
12,603
Q2 2020 New
$260B
$1.37 Million 0.37% of portfolio
17,901
Q3 2025 Added 0.22%
$39.1B
$1.31 Million 0.35% of portfolio
5,336
Q3 2025 Reduced 0.06%
$79.5B
$1.21 Million 0.33% of portfolio
9,358
Q3 2025 Reduced 0.64%
$76.6B
$1.23 Million 0.33% of portfolio
18,370
Q2 2025 Reduced 2.91%
$201B
$1.21 Million 0.33% of portfolio
10,567
Q2 2025 Reduced 0.41%
$5.92B
$1.21 Million 0.33% of portfolio
46,281
Q3 2025 Added 1.41%
$64.5B
$1.2 Million 0.32% of portfolio
5,215
Q2 2019 New
$657B
$1.16 Million 0.31% of portfolio
4,113
Q2 2019 New
$75B
$1.11 Million 0.3% of portfolio
4,267
Q1 2022 Reduced 0.19%
$5.51B
$1.09 Million 0.29% of portfolio
44,927
Q3 2025 Added 1.86%
$29.2B
$1.04 Million 0.28% of portfolio
11,572
Q3 2025 Added 1.42%
$77B
$1.02 Million 0.28% of portfolio
16,344
Q3 2025 Reduced 3.12%
$346B
$1.05 Million 0.28% of portfolio
6,854
Q1 2025 Reduced 0.77%
$55.8B
$999,000 0.27% of portfolio
13,759
Q3 2025 Added 6.62%
$301B
$952,000 0.26% of portfolio
1,996
Q4 2022 Reduced 3.11%
$134B
$922,000 0.25% of portfolio
3,901
Q2 2025 Reduced 0.89%
$18.6B
$894,000 0.24% of portfolio
10,765
Q3 2024 Reduced 6.21%
$288B
$874,000 0.24% of portfolio
12,322
Q3 2025 Reduced 0.11%
$35B
$855,000 0.23% of portfolio
29,715
Q3 2025 Added 2.23%
$299B
$833,000 0.22% of portfolio
12,561
Q3 2025 Reduced 0.04%
-
$812,000 0.22% of portfolio
-
Q3 2025 Reduced 0.1%
$444B
$761,000 0.21% of portfolio
4,260
Q3 2025 Reduced 19.0%
$44.9B
$783,000 0.21% of portfolio
10,415
Q3 2025 Added 68.45%
$43.9B
$776,000 0.21% of portfolio
5,895
Q3 2025 Added 4.84%
$1.43T
$777,000 0.21% of portfolio
1,059
Q1 2023 New
$14.3B
$796,000 0.21% of portfolio
302,890
Q3 2025 Reduced 0.06%
$103B
$776,000 0.21% of portfolio
10,304
Q3 2025 Reduced 0.12%
$50.5B
$778,000 0.21% of portfolio
4,595
Q2 2020 New
$19.3B
$771,000 0.21% of portfolio
7,034
Q3 2025 Added 2.34%
$195B
$732,000 0.2% of portfolio
5,217
Q3 2025 Reduced 1.21%
$33.6B
$725,000 0.2% of portfolio
17,297
Q3 2025 Added 1.41%
$67.9B
$739,000 0.2% of portfolio
45,422
Q3 2025 Added 26.65%
$91.5B
$748,000 0.2% of portfolio
4,926
Q3 2025 Reduced 0.14%
$24.6B
$745,000 0.2% of portfolio
3,604
Q3 2025 Reduced 2.07%
$25.1B
$696,000 0.19% of portfolio
70,179
Q2 2025 Reduced 3.65%
$81.9B
$701,000 0.19% of portfolio
3,175
Q3 2025 Reduced 0.09%
$35.1B
$696,000 0.19% of portfolio
2,015
Q2 2025 Reduced 3.22%
$83.2B
$717,000 0.19% of portfolio
3,375
Q2 2025 Added 14.83%
$77.8B
$656,000 0.18% of portfolio
5,008
Q1 2020 Reduced 4.21%
$32.5B
$649,000 0.18% of portfolio
14,885
Q3 2025 Reduced 0.11%
$176B
$633,000 0.17% of portfolio
22,428
Q3 2025 Reduced 0.12%

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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