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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.32T
$27.6 Million 7.44% of portfolio
108,295
Q3 2025 Reduced 0.07%
$1.73T
$24.1 Million 6.5% of portfolio
98,920
Q3 2025 Reduced 0.2%
$1.68T
$15 Million 4.05% of portfolio
61,747
Q4 2024 Reduced 0.05%
$3.85T
$13.4 Million 3.61% of portfolio
25,856
Q3 2025 Reduced 1.27%
$1.58T
$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%
$387B
$6.92 Million 1.87% of portfolio
17,070
Q3 2025 Reduced 0.01%
$312B
$5.22 Million 1.41% of portfolio
15,108
Q3 2025 Reduced 0.04%
$276B
$4.72 Million 1.27% of portfolio
45,785
Q3 2025 Reduced 0.02%
$621B
$3.66 Million 0.99% of portfolio
7,277
Q3 2025 Reduced 0.01%
$218B
$3.29 Million 0.89% of portfolio
10,839
Q3 2025 Reduced 0.13%
$519B
$2.94 Million 0.79% of portfolio
5,162
Q3 2022 Reduced 0.21%
$255B
$2.66 Million 0.72% of portfolio
15,900
Q1 2020 Reduced 8.62%
$2.59T
$2.48 Million 0.67% of portfolio
11,280
Q2 2022 Added 1,900.0%
$306B
$2.41 Million 0.65% of portfolio
35,155
Q3 2025 Reduced 0.03%
$260B
$2.38 Million 0.64% of portfolio
14,216
Q2 2024 Reduced 2.66%
$267B
$2.1 Million 0.57% of portfolio
29,354
Q3 2025 Added 0.03%
$411B
$1.97 Million 0.53% of portfolio
2,126
Q3 2025 Reduced 0.05%
$309B
$1.97 Million 0.53% of portfolio
7,375
Q3 2022 Reduced 5.14%
$424B
$1.84 Million 0.5% of portfolio
1,903
Q4 2022 Reduced 6.12%
$282B
$1.77 Million 0.48% of portfolio
9,243
Q3 2025 Reduced 0.04%
$427B
$1.51 Million 0.41% of portfolio
2
Q1 2025 New
$273B
$1.39 Million 0.38% of portfolio
4,939
Q3 2025 Reduced 0.06%
$253B
$1.37 Million 0.37% of portfolio
17,901
Q3 2025 Added 0.22%
$204B
$1.21 Million 0.33% of portfolio
10,567
Q2 2025 Reduced 0.41%
$695B
$1.16 Million 0.31% of portfolio
4,113
Q2 2019 New
$351B
$1.05 Million 0.28% of portfolio
6,854
Q1 2025 Reduced 0.77%
$301B
$952,000 0.26% of portfolio
1,996
Q4 2022 Reduced 3.11%
$281B
$874,000 0.24% of portfolio
12,322
Q3 2025 Reduced 0.11%
$294B
$833,000 0.22% of portfolio
12,561
Q3 2025 Reduced 0.04%
$444B
$761,000 0.21% of portfolio
4,260
Q3 2025 Reduced 19.0%
$1.46T
$777,000 0.21% of portfolio
1,059
Q1 2023 New
$209B
$508,000 0.14% of portfolio
6,059
Q3 2024 Added 0.1%
$224B
$393,000 0.11% of portfolio
2,427
Q1 2024 Reduced 0.16%
$302B
$284,000 0.08% of portfolio
1,832
Q1 2024 New
$221B
$232,000 0.06% of portfolio
479
Q3 2025 New

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
Track This Portfolio

Track Lester Murray Antman Dba Simply Rich Portfolio

Follow Lester Murray Antman Dba Simply Rich and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lester Murray Antman Dba Simply Rich, based on Form 13F filings with the SEC.

News

Stay updated on Lester Murray Antman Dba Simply Rich with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email