Lester Murray Antman Dba Simply Rich Portfolio Holdings by Sector
Lester Murray Antman Dba Simply Rich
- $371 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USMV EFAV EEMV RSP REET ACWV VNQ RWO 16 stocks |
$68,502
19.01% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META BIDU TME 5 stocks |
$41,259
11.45% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$28,430
7.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM MU AVGO INTC TXN 5 stocks |
$15,571
4.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL CHKP 3 stocks |
$15,293
4.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA PYPL IX COF QFIN FINV 7 stocks |
$14,871
4.13% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV CVS 4 stocks |
$11,544
3.2% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GIB ACN IBM FISV WIT INFY 6 stocks |
$8,704
2.42% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
VIPS AMZN EBAY BABA PDD 5 stocks |
$8,237
2.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$7,108
1.97% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$6,916
1.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX NOC LMT ESLT GD 5 stocks |
$6,765
1.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN NVS AZN MRK 4 stocks |
$6,698
1.86% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL IMO TGS TTE PBR CVX SU 7 stocks |
$6,372
1.77% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A SLF 3 stocks |
$5,648
1.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO JANX BNTX 3 stocks |
$5,568
1.55% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA CHT T VZ TEF VOD SKM TLK 8 stocks |
$4,940
1.37% of portfolio
|
3
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$4,632
1.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH 2 stocks |
$4,590
1.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX PSO 2 stocks |
$4,443
1.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE TM 2 stocks |
$4,346
1.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME ICE 2 stocks |
$4,211
1.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$3,570
0.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,376
0.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$3,293
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR CAT DE 3 stocks |
$3,191
0.89% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG 2 stocks |
$2,969
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO NTES 2 stocks |
$2,701
0.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI UNP 2 stocks |
$2,463
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC WTW AON 3 stocks |
$2,463
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KOF KO PEP 3 stocks |
$2,459
0.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRP ENB LNG EURN 4 stocks |
$2,010
0.56% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP 1 stocks |
$1,970
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW EMR CMI 3 stocks |
$1,968
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$1,959
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
PNC FHN 2 stocks |
$1,956
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM 2 stocks |
$1,897
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1,842
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$1,839
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$1,805
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,724
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN KEYS 2 stocks |
$1,706
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NGG EBR 2 stocks |
$1,695
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
COOP 1 stocks |
$1,618
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS FOX 2 stocks |
$1,533
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN TAK RDY 3 stocks |
$1,452
0.4% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$1,438
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
BTI MO PM 3 stocks |
$1,395
0.39% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$1,385
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
A DGX TMO IDXX 4 stocks |
$1,300
0.36% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY TSCO 3 stocks |
$1,281
0.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GFI WPM 2 stocks |
$1,194
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
BVN 1 stocks |
$1,093
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
LOGI DELL 2 stocks |
$1,088
0.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
TCOM BKNG 2 stocks |
$1,079
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$1,041
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$1,021
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
NMR SCHW 2 stocks |
$959
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
HSBC 1 stocks |
$874
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO VALE 2 stocks |
$780
0.22% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$778
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$591
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
SBS 1 stocks |
$526
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$524
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$489
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$379
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ALC 1 stocks |
$347
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K 1 stocks |
$298
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$289
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG 1 stocks |
$255
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$244
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$243
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$223
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$216
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CRBG 1 stocks |
$215
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
BEKE 1 stocks |
$214
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CF 1 stocks |
$209
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
SUZ 1 stocks |
$204
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|