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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19B
$771,000 0.21% of portfolio
7,034
Q3 2025 Added 2.34%
Linde PLC
-
$765,000 0.21% of portfolio
-
Q3 2025 Reduced 0.06%
$197B
$732,000 0.2% of portfolio
5,217
Q3 2025 Reduced 1.21%
$31.8B
$725,000 0.2% of portfolio
17,297
Q3 2025 Added 1.41%
$68.4B
$739,000 0.2% of portfolio
45,422
Q3 2025 Added 26.65%
$90.9B
$748,000 0.2% of portfolio
4,926
Q3 2025 Reduced 0.14%
$24B
$745,000 0.2% of portfolio
3,604
Q3 2025 Reduced 2.07%
$24B
$696,000 0.19% of portfolio
70,179
Q2 2025 Reduced 3.65%
$82.4B
$701,000 0.19% of portfolio
3,175
Q3 2025 Reduced 0.09%
$34.9B
$696,000 0.19% of portfolio
2,015
Q2 2025 Reduced 3.22%
$84.7B
$717,000 0.19% of portfolio
3,375
Q2 2025 Added 14.83%
$81.4B
$656,000 0.18% of portfolio
5,008
Q1 2020 Reduced 4.21%
$0
$669,000 0.18% of portfolio
3,102
Q4 2023 New
$32.7B
$649,000 0.18% of portfolio
14,885
Q3 2025 Reduced 0.11%
$0
$627,000 0.17% of portfolio
7,896
Q1 2025 Added 0.46%
$174B
$633,000 0.17% of portfolio
22,428
Q3 2025 Reduced 0.12%
$38.2B
$605,000 0.16% of portfolio
25,923
Q3 2025 Reduced 0.28%
$21B
$575,000 0.16% of portfolio
1,128
Q3 2025 Added 9.94%
$93.9B
$579,000 0.16% of portfolio
11,493
Q3 2025 Reduced 0.51%
$50.4B
$605,000 0.16% of portfolio
11,137
Q3 2025 Reduced 0.21%
$119B
$584,000 0.16% of portfolio
11,018
Q3 2025 Reduced 0.08%
$14.5B
$591,000 0.16% of portfolio
12,054
Q3 2025 Reduced 0.62%
$71.2B
$610,000 0.16% of portfolio
1,711
Q2 2021 New
$165B
$605,000 0.16% of portfolio
13,770
Q3 2025 Reduced 0.05%
$51.2B
$580,000 0.16% of portfolio
3,700
Q3 2022 New
$1.14B
$594,000 0.16% of portfolio
24,315
Q4 2024 Added 205.31%
$9.86B
$576,000 0.16% of portfolio
40,718
Q3 2025 Reduced 15.13%
$69.8B
$579,000 0.16% of portfolio
135
Q4 2024 Added 6.3%
$16.9B
$526,000 0.14% of portfolio
21,142
Q3 2025 Added 10.15%
$51.6B
$505,000 0.14% of portfolio
2,152
Q3 2025 Reduced 0.14%
$33B
$524,000 0.14% of portfolio
5,314
Q3 2025 Reduced 0.19%
$24.4B
$506,000 0.14% of portfolio
99,635
Q3 2025 Reduced 0.07%
$212B
$508,000 0.14% of portfolio
6,059
Q3 2024 Added 0.1%
$21B
$529,000 0.14% of portfolio
72,836
Q3 2025 Reduced 0.15%
$42.6B
$469,000 0.13% of portfolio
4,201
Q2 2024 New
$23.9B
$489,000 0.13% of portfolio
-
Q1 2024 New
Te Connectivity PLC
-
$482,000 0.13% of portfolio
-
Q3 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%
$36B
$482,000 0.13% of portfolio
8,032
Q3 2025 Added 0.83%
$42.2B
$470,000 0.13% of portfolio
32,123
Q3 2025 Reduced 1.22%
$0
$473,000 0.13% of portfolio
5,707
Q3 2025 Reduced 2.09%
Lam Research Corp
-
$433,000 0.12% of portfolio
-
Q4 2024 New
$110B
$435,000 0.12% of portfolio
6,590
Q3 2025 New
$171B
$430,000 0.12% of portfolio
4,510
Q2 2023 Reduced 0.68%
$43.2B
$436,000 0.12% of portfolio
3,400
Q3 2022 Reduced 0.47%
$5.89B
$430,000 0.12% of portfolio
3,990
Q3 2025 Reduced 0.37%
$209M
$444,000 0.12% of portfolio
5,000
Q4 2023 New
$0
$462,000 0.12% of portfolio
694
Q3 2024 Reduced 27.1%

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