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
$15.6B
$400,000 0.11% of portfolio
2,100
Q3 2025 Reduced 0.14%
$3.65B
$405,000 0.11% of portfolio
14,087
Q3 2025 Reduced 1.41%
$32B
$393,000 0.11% of portfolio
2,247
Q2 2025 Reduced 4.18%
$152B
$417,000 0.11% of portfolio
12,431
Q1 2025 Reduced 2.03%
Aegon LTD
-
$395,000 0.11% of portfolio
-
Q3 2025 Added 36.15%
$2.24B
$390,000 0.11% of portfolio
27,963
Q3 2025 Reduced 0.15%
$103B
$418,000 0.11% of portfolio
6,328
Q3 2025 Reduced 0.22%
$41.4B
$423,000 0.11% of portfolio
4,726
Q2 2025 Reduced 11.78%
$229B
$393,000 0.11% of portfolio
2,427
Q1 2024 Reduced 0.16%
$94.3B
$410,000 0.11% of portfolio
1,203
Q1 2021 New
$77.2B
$366,000 0.1% of portfolio
28,968
Q3 2025 New
Brookfield Asset Managmt LTD
-
$356,000 0.1% of portfolio
-
Q3 2025 Reduced 0.02%
$169B
$370,000 0.1% of portfolio
2,805
Q2 2025 Reduced 36.54%
Barrick Mng Corp
-
$386,000 0.1% of portfolio
-
Q3 2025 Reduced 0.31%
$125B
$387,000 0.1% of portfolio
1,089
Q4 2023 New
$37B
$379,000 0.1% of portfolio
4,607
Q1 2022 Reduced 0.67%
-
$327,000 0.09% of portfolio
27,731
Q3 2025 Reduced 0.29%
$30.9B
$340,000 0.09% of portfolio
29,373
Q3 2025 Reduced 0.25%
$54.2B
$345,000 0.09% of portfolio
31,817
Q3 2025 New
$3.14B
$321,000 0.09% of portfolio
34,206
Q2 2025 Reduced 0.61%
$0
$343,000 0.09% of portfolio
3,102
Q2 2024 Reduced 6.96%
$1.76B
$334,000 0.09% of portfolio
45,415
Q3 2025 Reduced 0.19%
$36.4B
$347,000 0.09% of portfolio
4,663
Q3 2025 Reduced 11.48%
$40.1B
$317,000 0.09% of portfolio
2,239
Q3 2025 Reduced 0.36%
$7.83B
$338,000 0.09% of portfolio
15,665
Q3 2025 Added 29.14%
$48.5B
$289,000 0.08% of portfolio
1,002
Q3 2025 Reduced 0.1%
$11.4B
$298,000 0.08% of portfolio
13,182
Q3 2025 Reduced 0.23%
$28.3B
$298,000 0.08% of portfolio
3,639
Q3 2025 Reduced 0.11%
$177B
$280,000 0.08% of portfolio
1,527
Q3 2025 Reduced 0.33%
$198B
$296,000 0.08% of portfolio
55
Q2 2024 New
$300B
$284,000 0.08% of portfolio
1,832
Q1 2024 New
$25.4B
$279,000 0.08% of portfolio
2,833
Q3 2025 Reduced 0.14%
America Movil Sab De Cv
-
$244,000 0.07% of portfolio
-
Q2 2025 New
$18.5B
$255,000 0.07% of portfolio
1,174
Q2 2024 Reduced 0.17%
$65.2B
$244,000 0.07% of portfolio
1,435
Q3 2025 New
$18B
$243,000 0.07% of portfolio
702
Q3 2025 Reduced 0.14%
$5.89B
$272,000 0.07% of portfolio
4,788
Q3 2025 Added 2.31%
Siriusxm Holdings Inc
-
$210,000 0.06% of portfolio
-
Q3 2024 New
$221B
$232,000 0.06% of portfolio
479
Q3 2025 New
$20.3B
$221,000 0.06% of portfolio
11,776
Q3 2025 New
$60.1B
$232,000 0.06% of portfolio
364
Q3 2025 New
$53B
$223,000 0.06% of portfolio
2,340
Q3 2025 Reduced 4.68%
$11.9B
$204,000 0.06% of portfolio
21,755
Q2 2025 Reduced 37.74%
$16.8B
$209,000 0.06% of portfolio
2,333
Q3 2025 Reduced 5.09%
$20.3B
$214,000 0.06% of portfolio
11,270
Q3 2025 Reduced 0.28%
$20.2B
$215,000 0.06% of portfolio
6,733
Q3 2025 Reduced 0.16%
$53.9B
$211,000 0.06% of portfolio
5,050
Q3 2025 New
$29.1B
$216,000 0.06% of portfolio
6,627
Q3 2025 Reduced 0.29%
$60.4B
$200,000 0.05% of portfolio
474
Q3 2025 New

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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