Latest Lester Murray Antman dba SimplyRich Stock Portfolio
Lester Murray Antman dba SimplyRich Performance:
2025 Q3: 6.55%YTD: 7.85%2024: 9.62%
Performance for 2025 Q3 is 6.55%, and YTD is 7.85%, and 2024 is 9.62%.
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 $370.6 Millions as of 30 Sep, 2025.
The top stock holdings of Lester Murray Antman dba SimplyRich are AAPL, GOOG, AMPS. The fund has invested 7.4% of it's portfolio in APPLE INC and 6.5% of portfolio in ALPHABET INC.
The fund managers got completely rid off LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS, VANGUARD TOTAL STOCK MKT IDX ADM (VB) and AMCOR PLC F (AMCR) stocks. They significantly reduced their stock positions in ALIBABA GROUP HLDG LTD (BABA), PEARSON PLC and ISHARES TR (ACWF). Lester Murray Antman dba SimplyRich opened new stock positions in RIO TINTO PLC, PETROLEO BRASILEIRO SA PETRO (PBR) and VALE S A (VALE). The fund showed a lot of confidence in some stocks as they added substantially to TRIP COM GROUP LTD (TCOM), AEGON LTD (AEG) and SK TELECOM CO LTD (SKM).
The top stock holdings of Lester Murray Antman dba SimplyRich are AAPL, GOOG, AMPS. The fund has invested 7.4% of it's portfolio in APPLE INC and 6.5% of portfolio in ALPHABET INC.
The fund managers got completely rid off LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS, VANGUARD TOTAL STOCK MKT IDX ADM (VB) and AMCOR PLC F (AMCR) stocks. They significantly reduced their stock positions in ALIBABA GROUP HLDG LTD (BABA), PEARSON PLC and ISHARES TR (ACWF). Lester Murray Antman dba SimplyRich opened new stock positions in RIO TINTO PLC, PETROLEO BRASILEIRO SA PETRO (PBR) and VALE S A (VALE). The fund showed a lot of confidence in some stocks as they added substantially to TRIP COM GROUP LTD (TCOM), AEGON LTD (AEG) and SK TELECOM CO LTD (SKM).
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 6.55% in the last quarter. In trailing 12 months, it's portfolio return was 7.78%.
New Buys
| Ticker | $ Bought |
|---|---|
| centrais eletricas brasileir | 696,000 |
| rio tinto plc | 435,000 |
| petroleo brasileiro sa petro | 366,000 |
| vale s a | 345,000 |
| valero energy corp | 244,000 |
| idexx labs inc | 232,000 |
| thermo fisher scientific inc | 232,000 |
| p t telekomunikasi indonesia | 221,000 |
New stocks bought by Lester Murray Antman dba SimplyRich
Additions
| Ticker | % Inc. |
|---|---|
| trip com group ltd | 68.45 |
| aegon ltd | 36.15 |
| sk telecom co ltd | 29.14 |
| infosys ltd | 26.65 |
| companhia de saneamento basi | 10.15 |
| elbit sys ltd | 9.94 |
| totalenergies se | 9.1 |
| national grid plc | 6.62 |
Additions to existing portfolio by Lester Murray Antman dba SimplyRich
Reductions
| Ticker | % Reduced |
|---|---|
| alibaba group hldg ltd | -19.00 |
| pearson plc | -15.13 |
| ishares tr | -14.66 |
| alcon ag | -11.48 |
| canadian natl ry co | -8.91 |
| novo-nordisk a s | -8.42 |
| ishares inc | -7.79 |
| ishares tr | -6.56 |
Lester Murray Antman dba SimplyRich reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab prime advantage money investor | -627,000 |
| fidelity inflation-prot bd index | -591,000 |
| amcor plc f | -479,000 |
| nippon teleg & tel cor fsponsored adr 1 adr reps 25 ord shs | -1,167,000 |
| bridgestone corp fsponsored adr 1 adr reps 0.5 ord shs | -627,000 |
| basf se fsponsored adr 1 adr rep 0.25 ord shs | -334,000 |
| abb ltd fsponsored adr 1 adr reps 1 ord shs | -1,078,000 |
| komatsu ltd fsponsored adr 1 adr reps 1 ord shs | -580,000 |
Lester Murray Antman dba SimplyRich got rid off the above stocks
Sector Distribution
Lester Murray Antman dba SimplyRich has about 31.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.2 |
| Technology | 16 |
| Communication Services | 12.1 |
| Utilities | 10.1 |
| Financial Services | 7.5 |
| Consumer Cyclical | 6 |
| Industrials | 5.8 |
| Healthcare | 5.7 |
| Consumer Defensive | 3.3 |
| Basic Materials | 1.5 |
Market Cap. Distribution
Lester Murray Antman dba SimplyRich has about 58.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 33.4 |
| UNALLOCATED | 31.3 |
| LARGE-CAP | 24.9 |
| SMALL-CAP | 9.8 |
Stocks belong to which Index?
About 66.5% of the stocks held by Lester Murray Antman dba SimplyRich either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 56.1 |
| Others | 33.6 |
| RUSSELL 2000 | 10.4 |
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 42.1% of the portfolio is in top 10 stocks. CI 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: 10 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.12 | 3,400 | 436,000 | unchanged | 0.00 | ||
| AAPL | apple inc | 7.44 | 108,295 | 27,575,000 | reduced | -0.07 | ||
| ACN | accenture plc ireland | 0.54 | 8,088 | 1,994,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 1.00 | 144,586 | 3,695,000 | reduced | -14.66 | ||
| ACWV | ishares inc | 4.02 | 233,666 | 14,914,000 | reduced | -7.79 | ||
| ACWV | ishares inc | 0.52 | 15,986 | 1,917,000 | added | 0.01 | ||
| ADP | automatic data processing in | 0.49 | 6,150 | 1,805,000 | reduced | -0.03 | ||
| AEG | aegon ltd | 0.11 | 49,482 | 395,000 | added | 36.15 | ||
| AFL | aflac inc | 0.50 | 16,468 | 1,839,000 | reduced | -1.35 | ||
| AGZD | wisdomtree tr | 0.17 | 7,896 | 627,000 | unchanged | 0.00 | ||
| AMCR | amcor plc f | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMGN | amgen inc | 0.69 | 8,999 | 2,539,000 | reduced | -0.31 | ||
| AMPS | ishares tr | 5.41 | 210,695 | 20,045,000 | reduced | -3.78 | ||
| AMPS | ishares tr | 4.35 | 190,104 | 16,126,000 | reduced | -6.56 | ||
| AMX | america movil sab de cv | 0.07 | 11,666 | 244,000 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.67 | 11,280 | 2,476,000 | unchanged | 0.00 | ||
| AON | aon plc | 0.16 | 1,711 | 610,000 | unchanged | 0.00 | ||
| ATAT | atour lifestyle hldgs ltd | 0.22 | 21,612 | 812,000 | reduced | -0.1 | ||
| AVGO | broadcom inc | 0.67 | 7,486 | 2,469,000 | unchanged | 0.00 | ||
| AZO | autozone inc | 0.16 | 135 | 579,000 | unchanged | 0.00 | ||