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
$367B
$596,000 0.17% of portfolio
5,259
Q2 2025 Added 23.25%
$76.9B
$610,000 0.17% of portfolio
1,711
Q2 2021 New
$35.2B
$617,000 0.17% of portfolio
2,015
Q2 2025 Reduced 3.22%
$16.7B
$619,000 0.17% of portfolio
6,873
Q2 2025 Reduced 27.95%
$4.6B
$619,000 0.17% of portfolio
14,288
Q4 2024 Added 5.68%
$39.2B
$621,000 0.17% of portfolio
3,700
Q3 2022 New
$31.3B
$627,000 0.17% of portfolio
30,800
Q3 2024 New
$952M
$561,000 0.16% of portfolio
24,315
Q4 2024 Added 205.31%
$31.9B
$580,000 0.16% of portfolio
17,600
Q3 2024 New
$59.2B
$592,000 0.16% of portfolio
4,595
Q2 2020 New
$18.9B
$521,000 0.15% of portfolio
70,179
Q2 2025 Reduced 3.65%
$31B
$521,000 0.15% of portfolio
99,707
Q2 2025 Reduced 9.99%
$124B
$521,000 0.15% of portfolio
11,027
Q2 2025 Added 41.88%
$97.8B
$523,000 0.15% of portfolio
11,552
Q2 2025 Reduced 0.63%
$60.2B
$524,000 0.15% of portfolio
2,155
Q1 2025 Added 0.75%
$144B
$528,000 0.15% of portfolio
1,039
Q1 2025 Added 1.46%
$52.3B
$544,000 0.15% of portfolio
11,160
Q2 2025 Reduced 0.38%
$31.1B
$548,000 0.15% of portfolio
5,324
Q1 2025 Added 1.08%
$79.3B
$501,000 0.14% of portfolio
135
Q4 2024 Added 6.3%
$47.1B
$502,000 0.14% of portfolio
32,520
Q2 2025 Reduced 6.2%
$41.6B
$506,000 0.14% of portfolio
25,996
Q2 2025 Reduced 2.06%
$21.1B
$461,000 0.13% of portfolio
1,026
Q2 2025 New
$173B
$462,000 0.13% of portfolio
7,538
Q2 2025 Reduced 10.22%
$38.4B
$465,000 0.13% of portfolio
5,268
Q4 2024 Reduced 10.32%
$42.5B
$466,000 0.13% of portfolio
4,726
Q2 2025 Reduced 11.78%
$12.5B
$479,000 0.13% of portfolio
52,188
Q2 2025 Reduced 7.59%
$217B
$479,000 0.13% of portfolio
6,059
Q3 2024 Added 0.1%
$21.5B
$479,000 0.13% of portfolio
72,942
Q2 2025 Reduced 31.01%
$33.3B
$482,000 0.13% of portfolio
5,623
Q2 2025 Reduced 16.73%
$2.34B
$420,000 0.12% of portfolio
28,004
Q2 2025 Reduced 1.58%
$15.1B
$421,000 0.12% of portfolio
19,194
Q2 2025 Added 30.7%
$2.34B
$431,000 0.12% of portfolio
45,503
Q1 2025 Added 0.43%
$259B
$442,000 0.12% of portfolio
2,427
Q1 2024 Reduced 0.16%
$45.9B
$377,000 0.11% of portfolio
4,201
Q2 2024 New
$15.6B
$377,000 0.11% of portfolio
2,103
Q4 2024 Added 7.35%
$37.1B
$401,000 0.11% of portfolio
3,400
Q3 2022 Reduced 0.47%
$30.7B
$403,000 0.11% of portfolio
17,056
Q2 2025 Added 6.65%
$175B
$411,000 0.11% of portfolio
4,510
Q2 2023 Reduced 0.68%
$40.8B
$348,000 0.1% of portfolio
4,607
Q1 2022 Reduced 0.67%
$89.1B
$350,000 0.1% of portfolio
1,203
Q1 2021 New
$60.7B
$358,000 0.1% of portfolio
3,392
Q1 2025 Added 0.06%
$6.48B
$360,000 0.1% of portfolio
4,005
Q2 2025 Added 1,452.33%
$45.9B
$362,000 0.1% of portfolio
6,183
Q3 2024 Reduced 29.29%
$29.3B
$368,000 0.1% of portfolio
2,247
Q2 2025 Reduced 4.18%
$120B
$371,000 0.1% of portfolio
6,342
Q1 2025 Added 0.08%
$23.9B
$374,000 0.1% of portfolio
-
Q1 2024 New
$32.3B
$313,000 0.09% of portfolio
29,448
Q1 2025 Reduced 15.3%
$3.14B
$308,000 0.09% of portfolio
34,206
Q2 2025 Reduced 0.61%
$177B
$318,000 0.09% of portfolio
1,532
Q2 2025 Reduced 34.22%

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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