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
$19.9B
$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%
$198B
$732,000 0.2% of portfolio
5,217
Q3 2025 Reduced 1.21%
$33.9B
$725,000 0.2% of portfolio
17,297
Q3 2025 Added 1.41%
$68.8B
$739,000 0.2% of portfolio
45,422
Q3 2025 Added 26.65%
$92.7B
$748,000 0.2% of portfolio
4,926
Q3 2025 Reduced 0.14%
$24.4B
$745,000 0.2% of portfolio
3,604
Q3 2025 Reduced 2.07%
$24.2B
$696,000 0.19% of portfolio
70,179
Q2 2025 Reduced 3.65%
$80.8B
$701,000 0.19% of portfolio
3,175
Q3 2025 Reduced 0.09%
$33.9B
$696,000 0.19% of portfolio
2,015
Q2 2025 Reduced 3.22%
$85.1B
$717,000 0.19% of portfolio
3,375
Q2 2025 Added 14.83%
$82.8B
$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
$33B
$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%
$175B
$633,000 0.17% of portfolio
22,428
Q3 2025 Reduced 0.12%
$39.2B
$605,000 0.16% of portfolio
25,923
Q3 2025 Reduced 0.28%
$21.3B
$575,000 0.16% of portfolio
1,128
Q3 2025 Added 9.94%
$94.4B
$579,000 0.16% of portfolio
11,493
Q3 2025 Reduced 0.51%
$50.7B
$605,000 0.16% of portfolio
11,137
Q3 2025 Reduced 0.21%
$118B
$584,000 0.16% of portfolio
11,018
Q3 2025 Reduced 0.08%
$15.1B
$591,000 0.16% of portfolio
12,054
Q3 2025 Reduced 0.62%
$70.3B
$610,000 0.16% of portfolio
1,711
Q2 2021 New
$166B
$605,000 0.16% of portfolio
13,770
Q3 2025 Reduced 0.05%
$49.8B
$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%
$9.9B
$576,000 0.16% of portfolio
40,718
Q3 2025 Reduced 15.13%
$67.9B
$579,000 0.16% of portfolio
135
Q4 2024 Added 6.3%
$17B
$526,000 0.14% of portfolio
21,142
Q3 2025 Added 10.15%
$52.4B
$505,000 0.14% of portfolio
2,152
Q3 2025 Reduced 0.14%
$33.7B
$524,000 0.14% of portfolio
5,314
Q3 2025 Reduced 0.19%
$28.2B
$506,000 0.14% of portfolio
99,635
Q3 2025 Reduced 0.07%
$209B
$508,000 0.14% of portfolio
6,059
Q3 2024 Added 0.1%
$21.4B
$529,000 0.14% of portfolio
72,836
Q3 2025 Reduced 0.15%
$43.9B
$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%
$139B
$474,000 0.13% of portfolio
1,038
Q3 2025 Reduced 0.1%
$35.8B
$482,000 0.13% of portfolio
8,032
Q3 2025 Added 0.83%
$41.7B
$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
$114B
$435,000 0.12% of portfolio
6,590
Q3 2025 New
$169B
$430,000 0.12% of portfolio
4,510
Q2 2023 Reduced 0.68%
$42.8B
$436,000 0.12% of portfolio
3,400
Q3 2022 Reduced 0.47%
$5.76B
$430,000 0.12% of portfolio
3,990
Q3 2025 Reduced 0.37%
$210M
$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
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