Latest Lester Murray Antman dba SimplyRich Stock Portfolio

Lester Murray Antman dba SimplyRich Performance:

2025 Q4: 3.91%YTD: 13.53%2024: 10.21%

Performance for 2025 Q4 is 3.91%, and YTD is 13.53%, and 2024 is 10.21%.

About Lester Murray Antman dba SimplyRich and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Lester Murray Antman dba SimplyRich reported an equity portfolio of $382.4 Millions as of 31 Dec, 2025.

The top stock holdings of Lester Murray Antman dba SimplyRich are GOOG, AAPL, AMPS. The fund has invested 7.9% of it's portfolio in ALPHABET INC and 7.6% of portfolio in APPLE INC.

The fund managers got completely rid off UNILEVER PLC, MR COOPER GROUP INC (COOP) and FINVOLUTION GROUP (FINV) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS INC (VZ), LINDE PLC (LIN) and SK TELECOM CO LTD (SKM). Lester Murray Antman dba SimplyRich opened new stock positions in ROCKET COS INC (RKT), CENTRAIS ELETRICAS BRASILEIR (EBR) and TOWER SEMICONDUCTOR LTD (TSEM). The fund showed a lot of confidence in some stocks as they added substantially to AEGON LTD (AEG), DR REDDYS LABS LTD (RDY) and BROOKFIELD CORP.

Lester Murray Antman dba SimplyRich Annual Return Estimates Vs S&P 500

Our best estimate is that Lester Murray Antman dba SimplyRich made a return of 3.91% in the last quarter. In trailing 12 months, it's portfolio return was 13.53%.

Performance
S&P 500

New Buys

Ticker	$ Bought
rocket cos inc	1,634,000
centrais eletricas brasileir	642,000
tower semiconductor ltd	301,000
ase technology hldg co ltd	285,000
nokia corp	271,000
archer daniels midland co	233,000
expeditors intl wash inc	229,000
toronto dominion bk ont	226,000

New stocks bought by Lester Murray Antman dba SimplyRich

Additions

Ticker	% Inc.
aegon ltd	124
dr reddys labs ltd	53.01
brookfield corp	49.99
tractor supply co	39.64
orix corp	36.82
sun life financial inc.	30.79
elbit sys ltd	19.77
petroleo brasileiro sa petro	17.7

Additions to existing portfolio by Lester Murray Antman dba SimplyRich

Reductions

Ticker	% Reduced
verizon communications inc	-40.04
linde plc	-27.25
sk telecom co ltd	-22.45
qifu technology inc	-21.92
trip com group ltd	-18.73
texas instrs inc	-15.06
mondelez intl inc	-14.01
check point software tech lt	-6.33

Lester Murray Antman dba SimplyRich reduced stake in above stock

Sold off

Ticker	$ Sold
finvolution group	-334,000
unilever plc	-1,916,000
p t telekomunikasi indonesia	-221,000
ke hldgs inc	-214,000
fiserv inc	-1,206,000
siriusxm holdings inc	-210,000
totalenergies se	-490,000
mr cooper group inc	-1,618,000

Lester Murray Antman dba SimplyRich got rid off the above stocks

Sector Distribution

Lester Murray Antman dba SimplyRich has about 29.9% of it's holdings in Others sector.

Sector	%
Others	29.9
Technology	16.1
Communication Services	14.2
Utilities	10
Financial Services	7.3
Industrials	5.8
Healthcare	5.7
Consumer Cyclical	5.4
Consumer Defensive	3.1
Basic Materials	1.5

Market Cap. Distribution

Lester Murray Antman dba SimplyRich has about 59.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	34.9
UNALLOCATED	30.1
LARGE-CAP	24.7
SMALL-CAP	9.7

Stocks belong to which Index?

About 67.1% of the stocks held by Lester Murray Antman dba SimplyRich either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	57.3
Others	32.8
RUSSELL 2000	9.8

Top 5 Winners (%)		%
MU	micron technology inc	70.6 %
TGS	transportadora de gas sur	47.4 %
	barrick mng corp	33.2 %
CAH	cardinal health inc	31.0 %
GOOG	alphabet inc	28.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	6.8 M
GOOG	alphabet inc	4.3 M
MU	micron technology inc	1.9 M
AAPL	apple inc	1.9 M
TSM	taiwan semiconductor mfg ltd	0.9 M

Top 5 Losers (%)		%
JANX	janux therapeutics inc	-43.6 %
ORCL	oracle corp	-30.7 %
QFIN	qifu technology inc	-29.6 %
	brookfield corp	-29.2 %
TME	tencent music entmt group	-24.2 %

Top 5 Losers ($)		$
HD	home depot inc	-1.0 M
MSFT	microsoft corp	-0.9 M
	brookfield corp	-0.7 M
	ferrari n v	-0.6 M
	relx plc	-0.6 M

Lester Murray Antman dba SimplyRich Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich has 199 stocks in it's portfolio. About 43.8% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Lester Murray Antman dba SimplyRich last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.12	3,400	462,000	unchanged	0.00

AAPL	apple inc	7.64	107,389	29,194,000	reduced	-0.84

ACN	accenture plc ireland	0.57	8,088	2,170,000	unchanged	0.00

ACWF	ishares tr	0.92	140,204	3,498,000	reduced	-3.03

ACWV	ishares inc	3.79	226,403	14,498,000	reduced	-3.11

ACWV	ishares inc	0.50	16,106	1,912,000	added	0.75

ADM	archer daniels midland co	0.06	4,066	233,000	new

ADP	automatic data processing in	0.40	6,005	1,544,000	reduced	-2.36

AEG	aegon ltd	0.22	111,086	856,000	added	124

AFL	aflac inc	0.48	16,617	1,832,000	added	0.9

AGZD	wisdomtree tr	0.17	7,896	639,000	unchanged	0.00

AMGN	amgen inc	0.77	8,999	2,945,000	unchanged	0.00

AMPS	ishares tr	5.43	220,714	20,782,000	added	4.76

AMPS	ishares tr	4.30	190,855	16,461,000	added	0.4

AMX	america movil sab de cv	0.06	11,666	241,000	unchanged	0.00

AMZN	amazon com inc	0.64	10,646	2,457,000	reduced	-5.62

AON	aon plc	0.16	1,711	603,000	unchanged	0.00

ASX	ase technology hldg co ltd	0.07	17,749	285,000	new

ATAT	atour lifestyle hldgs ltd	0.22	20,933	824,000	reduced	-3.14

AVGO	broadcom inc	0.68	7,471	2,585,000	reduced	-0.2