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Latest Lester Murray Antman dba SimplyRich Stock Portfolio

Lester Murray Antman dba SimplyRich Performance:
2026 Q1: -1.51%YTD: -1.51%2025: 14.47%
Performance for 2026 Q1 is -1.51%, and YTD is -1.51%, and 2025 is 14.47%.

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

On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lester Murray Antman dba SimplyRich reported an equity portfolio of $390.9 Millions as of 31 Mar, 2026.

The top stock holdings of Lester Murray Antman dba SimplyRich are GOOG, AAPL, AMPS. The fund has invested 7% of it's portfolio in ALPHABET INC CLASS CLASS C and 7% of portfolio in APPLE INC.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), TENCENT MUSIC ENTMT GROUP (TME) and TRACTOR SUPPLY CO (TSCO) stocks. They significantly reduced their stock positions in WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS (WIT), AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS (AEG) and INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS (INFY). Lester Murray Antman dba SimplyRich opened new stock positions in ASTRAZENECA PLC F, UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS (UL) and VANGUARD TOTAL STOCK MKT IDX ADM (VB). The fund showed a lot of confidence in some stocks as they added substantially to AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS (AMX), LINDE PLC F (LIN) and NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS (NMR).

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 -1.51% in the last quarter. In trailing 12 months, it's portfolio return was 14.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc f1,784,000
lvmh moet hennessy lou fsponsored adr 1 adr reps 0.2 ord shs1,616,000
unilever plc fsponsored adr 1 adr reps 1 ord shs1,599,000
abb ltd fsponsored adr 1 adr reps 1 ord shs1,454,000
ntt inc fsponsored adr 1 adr reps 25 ord shs1,087,000
totalenergies f731,000
komatsu ltd fsponsored adr 1 adr reps 1 ord shs690,000
schwab prime advantage money investor683,000
New stocks bought by Lester Murray Antman dba SimplyRich

Additions

Ticker% Inc.
america movil s a b de fsponsored adr 1 adr reps 20 ord shs173
linde plc f27.39
nomura hldgs inc fsponsored adr 1 adr reps 1 ord shs17.4
at&t inc14.73
autozone inc11.11
snap on inc9.23
dr reddys labs ltd fsponsored adr 1 adr reps 1 ord shs7.65
comcast corp new class a6.22
Additions to existing portfolio by Lester Murray Antman dba SimplyRich

Reductions

Ticker% Reduced
wipro ltd fsponsored adr 1 adr reps 1 ord shs-67.88
aegon ltd adr adr fsponsored adr 1 adr reps 1 ord shs-49.26
infosys ltd fsponsored adr 1 adr reps 1 ord shs-29.51
trip com group ltd fsponsored adr 1 adr reps 1 ord shs-29.09
automatic data processin-15.42
ishares global reit etf-8.64
ishares 1-3 year treasury bond etf-7.67
thomson reuters corp fexchange offer exp: 04/27/26-7.27
Lester Murray Antman dba SimplyRich reduced stake in above stock

Sold off

Ticker$ Sold
tencent music entmt group-497,000
astrazeneca plc-1,660,000
qifu technology inc-211,000
corebridge finl inc-203,000
tractor supply co-334,000
diageo plc-201,000
moodys corp-204,000
Lester Murray Antman dba SimplyRich got rid off the above stocks

Sector Distribution

Lester Murray Antman dba SimplyRich has about 33.2% of it's holdings in Others sector.

Sector%
Others33.2
Technology14.7
Communication Services12.7
Utilities9.8
Financial Services6.4
Industrials6.1
Healthcare5.5
Consumer Cyclical5.1
Consumer Defensive3.4
Basic Materials1.8
Energy1.3

Market Cap. Distribution

Lester Murray Antman dba SimplyRich has about 56.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP35.6
UNALLOCATED33.2
LARGE-CAP21.1
MID-CAP9.6

Stocks belong to which Index?

About 63.4% of the stocks held by Lester Murray Antman dba SimplyRich either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50053.7
Others36.6
RUSSELL 20009.7
Top 5 Winners (%)%
LYB
lyondellbasell industr fclass a
85.4 %
PBR
petroleo brasileiro sa fsponsored adr 1 adr reps 2 ord shs
74.5 %
PBR
petroleo brasileiro sa fsponsored adr 1 adr reps 2 ord shs
65.8 %
VLO
valero energy corp new
51.9 %
IMO
imperial oil ltd f
51.6 %
Top 5 Winners ($)$
TSM
taiwan semiconductor m fsponsored adr 1 adr reps 5 ord shs
1.2 M
AMPS
ishares msci eafe min vol factor etf
1.0 M
SCCO
southern copper corp
0.9 M
MU
micron technology inc
0.8 M
IMO
imperial oil ltd f
0.8 M
Top 5 Losers (%)%
TRI
thomson reuters corp fexchange offer exp: 04/27/26
-30.6 %
SAP
sap se fsponsored adr 1 adr reps 1 ord shs
-29.5 %
NVO
novo-nordisk a s fsponsored adr 1 adr reps 1 ord shs
-27.5 %
TCOM
trip com group ltd fsponsored adr 1 adr reps 1 ord shs
-26.4 %
RKT
rocket companies cla a class a
-26.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.9 M
GOOG
alphabet inc class class c
-2.6 M
AAPL
apple inc
-1.9 M
GOOG
alphabet inc class class a
-1.6 M
NVO
novo-nordisk a s fsponsored adr 1 adr reps 1 ord shs
-1.2 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 233 stocks in it's portfolio. About 40.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Lester Murray Antman dba SimplyRich last quarter.

Last Reported on: 01 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions