Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $346 Million
  • Q1 2025

Lester Murray Antman Dba Simply Rich has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $346 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 $24.1M, Ishares Msci Usa Min Vol Facto with a value of $19.8M, Ishares Msci Eafe Min Vol Fact with a value of $15.9M, Alphabet Inc. with a value of $15.5M, and Ishares Msci Emerging Markets with a value of $15M.

Examining the 13F form we can see an decrease of $4.78M in the current position value, from $350M to 346M.

Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.

Portfolio value $346 Million
ETFs: $67.6 Million
Technology: $66.5 Million
Communication Services: $40.8 Million
Financial Services: $37 Million
Healthcare: $36.1 Million
Consumer Cyclical: $30.6 Million
Industrials: $21.4 Million
Consumer Defensive: $16.2 Million
Other: $17.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$250B
$1.72 Million 0.5% of portfolio
9,734
Q1 2025 Added 0.01%
$4.62B
$1.71 Million 0.49% of portfolio
64,518
Q3 2024 Reduced 5.79%
$77.8B
$1.58 Million 0.46% of portfolio
24,840
Q1 2025 Reduced 1.74%
$453B
$1.6 Million 0.46% of portfolio
2
Q1 2025 New
$73.2B
$1.57 Million 0.45% of portfolio
3,067
Q3 2023 Reduced 0.2%
$38B
$1.57 Million 0.45% of portfolio
7,560
Q2 2022 New
$114B
$1.52 Million 0.44% of portfolio
6,242
Q4 2024 Added 1.66%
$56.5B
$1.52 Million 0.44% of portfolio
6,246
Q2 2019 New
$70.3B
$1.45 Million 0.42% of portfolio
8,255
Q1 2020 Reduced 2.47%
$123B
$1.41 Million 0.41% of portfolio
3,150
Q1 2025 Added 15.64%
$105B
$1.38 Million 0.4% of portfolio
15,900
Q1 2020 Reduced 8.62%
$0
$1.39 Million 0.4% of portfolio
15,344
Q1 2024 Reduced 1.41%
$39.8B
$1.3 Million 0.38% of portfolio
19,220
Q1 2020 Reduced 1.54%
$80.3B
$1.26 Million 0.37% of portfolio
5,215
Q2 2019 New
$233B
$1.23 Million 0.36% of portfolio
4,942
Q1 2025 Added 0.02%
$82.6B
$1.23 Million 0.36% of portfolio
18,920
Q1 2022 Reduced 0.02%
$43.9B
$1.25 Million 0.36% of portfolio
17,266
Q4 2020 Reduced 23.32%
$218B
$1.25 Million 0.36% of portfolio
17,033
Q1 2025 Added 0.61%
$97B
$1.25 Million 0.36% of portfolio
7,486
Q4 2024 Reduced 0.45%
$297B
$1.26 Million 0.36% of portfolio
1,903
Q4 2022 Reduced 6.12%
Thomson Reuters Corp F
-
$1.22 Million 0.35% of portfolio
-
Q2 2023 New
$38.7B
$1.17 Million 0.34% of portfolio
5,402
Q1 2025 Added 0.02%
$397B
$1.17 Million 0.34% of portfolio
6,854
Q1 2025 Reduced 0.77%
$91.3B
$1.13 Million 0.33% of portfolio
16,631
Q1 2025 Added 10.39%
$92.4B
$1.06 Million 0.31% of portfolio
43,832
Q1 2025 Reduced 13.43%
$74.9B
$1.06 Million 0.31% of portfolio
4,267
Q1 2022 Reduced 0.19%
$203B
$1.05 Million 0.3% of portfolio
10,610
Q1 2025 Reduced 9.75%
Linde PLC F
-
$1.03 Million 0.3% of portfolio
-
Q1 2025 Added 1.52%
$15.6B
$996,000 0.29% of portfolio
325,598
Q1 2025 Reduced 11.57%
$69.9B
$1.01 Million 0.29% of portfolio
12,603
Q2 2020 New
$0
$1.01 Million 0.29% of portfolio
23,237
Q4 2023 New
$20.2B
$982,000 0.28% of portfolio
10,765
Q3 2024 Reduced 6.21%
$53.2B
$918,000 0.27% of portfolio
13,997
Q1 2025 Reduced 11.82%
$137B
$929,000 0.27% of portfolio
3,936
Q1 2025 Reduced 0.58%
$77B
$932,000 0.27% of portfolio
51,112
Q1 2025 Reduced 18.12%
$9.25B
$936,000 0.27% of portfolio
7,832
Q4 2020 New
$0
$942,000 0.27% of portfolio
18,073
Q3 2024 New
$308B
$899,000 0.26% of portfolio
12,566
Q1 2025 Reduced 1.21%
$24.4B
$892,000 0.26% of portfolio
12,511
Q1 2025 Reduced 9.16%
$18.6B
$862,000 0.25% of portfolio
12,254
Q4 2024 Reduced 10.25%
$0
$852,000 0.25% of portfolio
8,622
Q1 2025 Added 0.08%
$28.1B
$822,000 0.24% of portfolio
3,608
Q1 2025 Added 0.11%
$180B
$791,000 0.23% of portfolio
5,281
Q2 2024 Reduced 2.04%
$13.7B
$805,000 0.23% of portfolio
9,539
Q4 2024 Added 23.21%
$11.7B
$768,000 0.22% of portfolio
47,975
Q1 2025 Added 0.03%
$32.6B
$738,000 0.21% of portfolio
29,067
Q1 2025 Added 0.03%
$97.3B
$735,000 0.21% of portfolio
3,178
Q1 2025 Added 0.03%
$74.7B
$682,000 0.2% of portfolio
1,711
Q2 2021 New
$82B
$698,000 0.2% of portfolio
10,316
Q1 2025 Added 27.91%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $346 Million
  • Prior Value $350 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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