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
$90.7B
$1.53 Million 0.43% of portfolio
3,067
Q3 2023 Reduced 0.2%
$288B
$1.53 Million 0.42% of portfolio
1,903
Q4 2022 Reduced 6.12%
$216B
$1.46 Million 0.41% of portfolio
4,942
Q1 2025 Added 0.02%
$451B
$1.46 Million 0.41% of portfolio
2
Q1 2025 New
$119B
$1.48 Million 0.41% of portfolio
3,195
Q2 2025 Added 1.43%
$49.4B
$1.43 Million 0.4% of portfolio
19,220
Q1 2020 Reduced 1.54%
$58.3B
$1.39 Million 0.39% of portfolio
6,100
Q2 2025 Reduced 2.34%
$80.1B
$1.37 Million 0.38% of portfolio
18,370
Q2 2025 Reduced 2.91%
$54.6B
$1.37 Million 0.38% of portfolio
17,266
Q4 2020 Reduced 23.32%
$73B
$1.33 Million 0.37% of portfolio
12,603
Q2 2020 New
$216B
$1.31 Million 0.37% of portfolio
10,567
Q2 2025 Reduced 0.41%
$73.7B
$1.29 Million 0.36% of portfolio
5,215
Q2 2019 New
$102B
$1.28 Million 0.36% of portfolio
5,871
Q2 2025 Reduced 5.94%
$249B
$1.25 Million 0.35% of portfolio
17,862
Q2 2025 Added 4.87%
$92.4B
$1.17 Million 0.33% of portfolio
43,611
Q2 2025 Reduced 0.5%
$84.7B
$1.14 Million 0.32% of portfolio
16,871
Q2 2025 Added 1.44%
$44.9B
$1.11 Million 0.31% of portfolio
5,339
Q2 2025 Reduced 1.17%
$374B
$1.09 Million 0.3% of portfolio
6,854
Q1 2025 Reduced 0.77%
$0
$1.08 Million 0.3% of portfolio
18,073
Q3 2024 New
$6.19B
$1.03 Million 0.29% of portfolio
45,636
Q2 2025 Added 45.12%
$17.7B
$1.04 Million 0.29% of portfolio
10,765
Q3 2024 Reduced 6.21%
$80.6B
$1.06 Million 0.29% of portfolio
4,267
Q1 2022 Reduced 0.19%
$49.8B
$960,000 0.27% of portfolio
12,905
Q2 2025 Reduced 7.8%
$299B
$889,000 0.25% of portfolio
12,566
Q1 2025 Reduced 1.21%
$136B
$897,000 0.25% of portfolio
3,901
Q2 2025 Reduced 0.89%
$607B
$899,000 0.25% of portfolio
4,113
Q2 2019 New
$15.1B
$915,000 0.25% of portfolio
303,074
Q2 2025 Reduced 6.92%
$26.1B
$864,000 0.24% of portfolio
11,410
Q2 2025 Reduced 8.8%
$23.8B
$814,000 0.23% of portfolio
3,680
Q2 2025 Added 2.0%
$1.65T
$781,000 0.22% of portfolio
1,059
Q1 2023 New
$220B
$774,000 0.22% of portfolio
1,996
Q4 2022 Reduced 3.11%
$256B
$749,000 0.21% of portfolio
12,336
Q1 2025 Added 0.03%
$33.4B
$756,000 0.21% of portfolio
29,067
Q1 2025 Added 0.03%
$18.2B
$701,000 0.2% of portfolio
12,129
Q2 2025 Reduced 1.02%
-
$703,000 0.2% of portfolio
-
Q2 2025 Reduced 6.06%
$97.3B
$711,000 0.2% of portfolio
10,316
Q1 2025 Added 27.91%
$10.5B
$716,000 0.2% of portfolio
47,975
Q1 2025 Added 0.03%
$85.7B
$718,000 0.2% of portfolio
3,375
Q2 2025 Added 14.83%
$4.99B
$724,000 0.2% of portfolio
44,105
Q2 2025 New
$92.7B
$727,000 0.2% of portfolio
3,178
Q1 2025 Added 0.03%
$70.8B
$664,000 0.19% of portfolio
35,865
Q2 2025 Reduced 29.83%
$77.7B
$667,000 0.19% of portfolio
5,008
Q1 2020 Reduced 4.21%
$33.8B
$694,000 0.19% of portfolio
14,902
Q1 2025 Added 0.04%
$207B
$697,000 0.19% of portfolio
5,281
Q2 2024 Reduced 2.04%
$169B
$645,000 0.18% of portfolio
15,929
Q3 2024 New
$207B
$649,000 0.18% of portfolio
22,456
Q1 2025 Added 67.41%
$45.1B
$656,000 0.18% of portfolio
63,266
Q2 2025 Added 1.17%
$89.1B
$663,000 0.18% of portfolio
4,933
Q2 2025 Added 1.92%
$184B
$596,000 0.17% of portfolio
13,777
Q2 2025 Added 16.94%

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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