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
$43B
$592,000 0.16% of portfolio
66,049
Q3 2025 Added 4.4%
$37.8B
$605,000 0.16% of portfolio
25,923
Q3 2025 Reduced 0.28%
$20.6B
$575,000 0.16% of portfolio
1,128
Q3 2025 Added 9.94%
$96.6B
$579,000 0.16% of portfolio
11,493
Q3 2025 Reduced 0.51%
$52.9B
$605,000 0.16% of portfolio
11,137
Q3 2025 Reduced 0.21%
$122B
$584,000 0.16% of portfolio
11,018
Q3 2025 Reduced 0.08%
$13.8B
$591,000 0.16% of portfolio
12,054
Q3 2025 Reduced 0.62%
$71.6B
$610,000 0.16% of portfolio
1,711
Q2 2021 New
$168B
$605,000 0.16% of portfolio
13,770
Q3 2025 Reduced 0.05%
$51.9B
$580,000 0.16% of portfolio
3,700
Q3 2022 New
$1.19B
$594,000 0.16% of portfolio
24,315
Q4 2024 Added 205.31%
$9.44B
$576,000 0.16% of portfolio
40,718
Q3 2025 Reduced 15.13%
$70.6B
$579,000 0.16% of portfolio
135
Q4 2024 Added 6.3%
$17.5B
$526,000 0.14% of portfolio
21,142
Q3 2025 Added 10.15%
$52B
$505,000 0.14% of portfolio
2,152
Q3 2025 Reduced 0.14%
$33.4B
$524,000 0.14% of portfolio
5,314
Q3 2025 Reduced 0.19%
$219B
$508,000 0.14% of portfolio
6,059
Q3 2024 Added 0.1%
$21.2B
$529,000 0.14% of portfolio
72,836
Q3 2025 Reduced 0.15%
$43.5B
$469,000 0.13% of portfolio
4,201
Q2 2024 New
$23.9B
$489,000 0.13% of portfolio
-
Q1 2024 New
$173B
$490,000 0.13% of portfolio
8,224
Q3 2025 Added 9.1%
$141B
$474,000 0.13% of portfolio
1,038
Q3 2025 Reduced 0.1%
$34.6B
$482,000 0.13% of portfolio
8,032
Q3 2025 Added 0.83%
$42.5B
$470,000 0.13% of portfolio
32,123
Q3 2025 Reduced 1.22%
$112B
$435,000 0.12% of portfolio
6,590
Q3 2025 New
$173B
$430,000 0.12% of portfolio
4,510
Q2 2023 Reduced 0.68%
$43.4B
$436,000 0.12% of portfolio
3,400
Q3 2022 Reduced 0.47%
$6.1B
$430,000 0.12% of portfolio
3,990
Q3 2025 Reduced 0.37%
$15.6B
$400,000 0.11% of portfolio
2,100
Q3 2025 Reduced 0.14%
$3.51B
$405,000 0.11% of portfolio
14,087
Q3 2025 Reduced 1.41%
$33.1B
$393,000 0.11% of portfolio
2,247
Q2 2025 Reduced 4.18%
$157B
$417,000 0.11% of portfolio
12,431
Q1 2025 Reduced 2.03%
$2.24B
$390,000 0.11% of portfolio
27,963
Q3 2025 Reduced 0.15%
$104B
$418,000 0.11% of portfolio
6,328
Q3 2025 Reduced 0.22%
$42B
$423,000 0.11% of portfolio
4,726
Q2 2025 Reduced 11.78%
$238B
$393,000 0.11% of portfolio
2,427
Q1 2024 Reduced 0.16%
$95.1B
$410,000 0.11% of portfolio
1,203
Q1 2021 New
$83.9B
$366,000 0.1% of portfolio
28,968
Q3 2025 New
$172B
$370,000 0.1% of portfolio
2,805
Q2 2025 Reduced 36.54%
$38.1B
$379,000 0.1% of portfolio
4,607
Q1 2022 Reduced 0.67%
$12.6B
$324,000 0.09% of portfolio
5,670
Q3 2025 Added 2.37%
-
$327,000 0.09% of portfolio
27,731
Q3 2025 Reduced 0.29%
$31.9B
$340,000 0.09% of portfolio
29,373
Q3 2025 Reduced 0.25%
$55.2B
$345,000 0.09% of portfolio
31,817
Q3 2025 New
$3.14B
$321,000 0.09% of portfolio
34,206
Q2 2025 Reduced 0.61%
$1.72B
$334,000 0.09% of portfolio
45,415
Q3 2025 Reduced 0.19%
$36.4B
$347,000 0.09% of portfolio
4,663
Q3 2025 Reduced 11.48%
$38.7B
$317,000 0.09% of portfolio
2,239
Q3 2025 Reduced 0.36%
$7.98B
$338,000 0.09% of portfolio
15,665
Q3 2025 Added 29.14%

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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