Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q2 2025

Lester Murray Antman Dba Simply Rich has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 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 $22.2M, Ishares Msci Usa Min Vol Facto with a value of $20.6M, Alphabet Inc. with a value of $17.6M, Ishares Msci Eafe Min Vol Fact with a value of $17.1M, and Ishares Msci Emerging Markets with a value of $15.9M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $346M to 359M.

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

Portfolio value $359 Million
Technology: $71.5 Million
ETFs: $70.8 Million
Communication Services: $45.5 Million
Financial Services: $37.3 Million
Healthcare: $32.8 Million
Consumer Cyclical: $30.8 Million
Industrials: $22.1 Million
Consumer Defensive: $16.8 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.5B
$716,000 0.2% of portfolio
47,975
Q1 2025 Added 0.03%
$87.2B
$718,000 0.2% of portfolio
3,375
Q2 2025 Added 14.83%
$4.86B
$724,000 0.2% of portfolio
44,105
Q2 2025 New
$92.9B
$727,000 0.2% of portfolio
3,178
Q1 2025 Added 0.03%
$70.5B
$664,000 0.19% of portfolio
35,865
Q2 2025 Reduced 29.83%
$78.1B
$667,000 0.19% of portfolio
5,008
Q1 2020 Reduced 4.21%
$33.8B
$694,000 0.19% of portfolio
14,902
Q1 2025 Added 0.04%
$205B
$697,000 0.19% of portfolio
5,281
Q2 2024 Reduced 2.04%
$0
$634,000 0.18% of portfolio
3,102
Q4 2023 New
$173B
$645,000 0.18% of portfolio
15,929
Q3 2024 New
$209B
$649,000 0.18% of portfolio
22,456
Q1 2025 Added 67.41%
$45.2B
$656,000 0.18% of portfolio
63,266
Q2 2025 Added 1.17%
$89.4B
$663,000 0.18% of portfolio
4,933
Q2 2025 Added 1.92%
$0
$593,000 0.17% of portfolio
7,896
Q1 2025 Added 0.46%
$186B
$596,000 0.17% of portfolio
13,777
Q2 2025 Added 16.94%
$357B
$596,000 0.17% of portfolio
5,259
Q2 2025 Added 23.25%
Anglogold Ashanti PLC F
-
$617,000 0.17% of portfolio
-
Q2 2025 Added 0.09%
$35.4B
$617,000 0.17% of portfolio
2,015
Q2 2025 Reduced 3.22%
$16.7B
$619,000 0.17% of portfolio
6,873
Q2 2025 Reduced 27.95%
$4.52B
$619,000 0.17% of portfolio
14,288
Q4 2024 Added 5.68%
$39B
$621,000 0.17% of portfolio
3,700
Q3 2022 New
$31.1B
$627,000 0.17% of portfolio
30,800
Q3 2024 New
Schwab Prime Advantage Money Investor
-
$627,000 0.17% of portfolio
-
Q2 2025 Added 17.94%
$947M
$561,000 0.16% of portfolio
24,315
Q4 2024 Added 205.31%
Vanguard Total Stock Mkt Idx Adm
-
$570,000 0.16% of portfolio
-
Q1 2025 Reduced 18.79%
$32.1B
$580,000 0.16% of portfolio
17,600
Q3 2024 New
Dodge & Cox Stock I
-
$583,000 0.16% of portfolio
-
Q3 2024 New
Fidelity Inflation Prot Bd Index
-
$591,000 0.16% of portfolio
-
Q3 2024 New
$58.9B
$592,000 0.16% of portfolio
4,595
Q2 2020 New
$19B
$521,000 0.15% of portfolio
70,179
Q2 2025 Reduced 3.65%
$30.9B
$521,000 0.15% of portfolio
99,707
Q2 2025 Reduced 9.99%
$128B
$521,000 0.15% of portfolio
11,027
Q2 2025 Added 41.88%
$97.9B
$523,000 0.15% of portfolio
11,552
Q2 2025 Reduced 0.63%
$60.4B
$524,000 0.15% of portfolio
2,155
Q1 2025 Added 0.75%
$144B
$528,000 0.15% of portfolio
1,039
Q1 2025 Added 1.46%
$34.2B
$529,000 0.15% of portfolio
7,966
Q2 2025 Added 3.27%
$52.7B
$544,000 0.15% of portfolio
11,160
Q2 2025 Reduced 0.38%
$31B
$548,000 0.15% of portfolio
5,324
Q1 2025 Added 1.08%
$79.7B
$501,000 0.14% of portfolio
135
Q4 2024 Added 6.3%
$46.6B
$502,000 0.14% of portfolio
32,520
Q2 2025 Reduced 6.2%
$41.6B
$506,000 0.14% of portfolio
25,996
Q2 2025 Reduced 2.06%
$21.3B
$461,000 0.13% of portfolio
1,026
Q2 2025 New
$173B
$462,000 0.13% of portfolio
7,538
Q2 2025 Reduced 10.22%
$39.1B
$465,000 0.13% of portfolio
5,268
Q4 2024 Reduced 10.32%
$44.2B
$466,000 0.13% of portfolio
4,726
Q2 2025 Reduced 11.78%
$12.9B
$479,000 0.13% of portfolio
52,188
Q2 2025 Reduced 7.59%
$213B
$479,000 0.13% of portfolio
6,059
Q3 2024 Added 0.1%
$21.6B
$479,000 0.13% of portfolio
72,942
Q2 2025 Reduced 31.01%
$32.9B
$482,000 0.13% of portfolio
5,623
Q2 2025 Reduced 16.73%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $359 Million
  • Prior Value $346 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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