Latest Lester Murray Antman dba SimplyRich Stock Portfolio
$427Million | No. of Holdings #166
Lester Murray Antman dba SimplyRich Performance
2026 Q2-85.66%
YTD-85.88%
2025+14.47%
About Lester Murray Antman dba SimplyRich and 13F Hedge Fund Stock Holdings
On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lester Murray Antman dba SimplyRich reported an equity portfolio of $427.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Lester Murray Antman dba SimplyRich are GOOG, AAPL, GOOG. The fund has invested 7.9% of it's portfolio in ALPHABET INC and 7.3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off ASTRAZENECA PLC F, HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS (HLN) and DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS (RDY) stocks. They significantly reduced their stock positions in CHECK POINT SOFTWARE TECH LT (CHKP), ORACLE CORP (ORCL) and ALCON AG (ALC). Lester Murray Antman dba SimplyRich opened new stock positions in AERCAP HOLDINGS NV (AER), KASPI KZ JSC and ANHEUSER BUSCH INBEV SA/NV (BUD). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, LOCKHEED MARTIN CORP (LMT) and VANGUARD SPECIALIZED FUNDS (VIG).
Lester Murray Antman dba SimplyRich Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$427Million
as of Aug 03, 2026Lester 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 -85.66% in the last quarter. In trailing 12 months, it's portfolio return was -84.26%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| aercap holdings nv | 486,000 |
| kaspi kz jsc | 430,000 |
| anheuser busch inbev sa/nv | 424,000 |
| otis worldwide corp | 316,000 |
| conocophillips | 250,000 |
| nutrien ltd | 224,000 |
New stocks bought by Lester Murray Antman dba SimplyRich
Additions
| Ticker | % Inc. |
|---|---|
| berkshire hathaway inc del | 327,900 |
| lockheed martin corp | 20,593 |
| vanguard specialized funds | 3,110 |
| lam research corp | 2,064 |
| illinois tool wks inc | 1,079 |
| international business machs | 993 |
| automatic data processing in | 734 |
| republic svcs inc | 645 |
Additions to existing portfolio by Lester Murray Antman dba SimplyRich
Reductions
| Ticker | % Reduced |
|---|---|
| check point software tech lt | -40.58 |
| oracle corp | -18.23 |
| alcon ag | -16.08 |
| at&t inc | -13.85 |
| wisdomtree tr | -9.95 |
| invesco exchange traded fd t | -9.63 |
| ishares tr | -7.62 |
| comcast corp new | -6.08 |
Lester Murray Antman dba SimplyRich reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab prime advantage money investor | -683,000 |
| telefonica s a fsponsored adr 1 adr reps 1 ord shs | -423,000 |
| wipro ltd fsponsored adr 1 adr reps 1 ord shs | -205,000 |
| haleon plc fsponsored adr 1 adr reps 2 ord shs | -658,000 |
| fidelity inflation-prot bd index | -582,000 |
| bridgestone corp fsponsored adr 1 adr reps 0.5 ord shs | -635,000 |
| dr reddys labs ltd fsponsored adr 1 adr reps 1 ord shs | -637,000 |
| ntt inc fsponsored adr 1 adr reps 25 ord shs | -1,087,000 |
Lester Murray Antman dba SimplyRich got rid off the above stocks
Sector Distribution
Lester Murray Antman dba SimplyRich has about 28.3% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
- Utilities
- Industrials
- Financial Services
- Healthcare
- Consumer Cyclical
- Consumer Defensive
- Basic Materials
| Sector | % |
|---|---|
| Others | 28.3 |
| Technology | 19 |
| Communication Services | 14.3 |
| Utilities | 9.3 |
| Industrials | 6.6 |
| Financial Services | 6 |
| Healthcare | 5.6 |
| Consumer Cyclical | 5.3 |
| Consumer Defensive | 3 |
| Basic Materials | 1.6 |
Market Cap. Distribution
Lester Murray Antman dba SimplyRich has about 70.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- UNALLOCATED
- LARGE-CAP
| Category | % |
|---|---|
| MEGA-CAP | 50 |
| UNALLOCATED | 29.3 |
| LARGE-CAP | 20.1 |
Stocks belong to which Index?
About 67.2% of the stocks held by Lester Murray Antman dba SimplyRich either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 58.2 |
| Others | 32.8 |
| RUSSELL 2000 | 9 |
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 166 stocks in it's portfolio. About 45.5% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Lester Murray Antman dba SimplyRich last quarter.
$427.06MTotal Value
239Positions
03 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Agilent Technologies Inc Lester Murray Antman dba SimplyRich's holding in Agilent Technologies Inc over time | 0.11% | 3,400 | $451.0K 0.11% | 0%unchanged 0 percentunchanged | |
| 7.26% | 107,218 | $31.02M 7.26% | 0.03%decreased 0.03 percentreduced | ||
 ABEV Ambev SaAmbev SaABEV | 0.06% | 75,000 | $235.0K 0.06% | 0%unchanged 0 percentunchanged | |
 Accenture Plc Ireland Lester Murray Antman dba SimplyRich's holding in Accenture Plc Ireland over time | 0.24% | 8,088 | $1.01M 0.24% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares TrIshares TrACWF | 0.76% | 118,328 | $3.27M 0.76% | 7.62%decreased 7.62 percentreduced | |
 ACWV Ishares IncIshares IncACWV | 3.86% | 218,941 | $16.48M 3.86% | 1.57%decreased 1.57 percentreduced | |
ACWV Ishares IncIshares IncACWV | 0.46% | 16,459 | $1.98M 0.46% | 0.23%increased 0.23 percentadded | |
 Archer-Daniels Midland C Lester Murray Antman dba SimplyRich's holding in Archer-Daniels Midland C over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Automatic Data Processing In Lester Murray Antman dba SimplyRich's holding in Automatic Data Processing In over time | 0.51% | 42,381 | $2.17M 0.51% | 734.44%increased 734.44 percentadded | |
 AEG Aegon LtdAegon LtdAEG | 0.11% | 56,361 | $475.0K 0.11% | 0%unchanged 0 percentunchanged | |
 AER Aercap Holdings NvAercap Holdings NvAER | 0.11% | 3,339 | $486.0K 0.11% | Newnew position | |
| 0.45% | 16,468 | $1.93M 0.45% | 0%unchanged 0 percentunchanged | ||
 AGZD Wisdomtree TrWisdomtree TrAGZD | 0.14% | 7,110 | $595.0K 0.14% | 9.95%decreased 9.95 percentreduced | |
 ALC Alcon AgAlcon AgALC | 0.06% | 3,841 | $257.0K 0.06% | 16.08%decreased 16.08 percentreduced | |
| 0.76% | 8,999 | $3.26M 0.76% | 0%unchanged 0 percentunchanged | ||
 Ishares Tr Ishares TrAMPS Lester Murray Antman dba SimplyRich's holding in Ishares Tr over time | 5.12% | 226,613 | $21.86M 5.12% | 3.98%increased 3.98 percentadded | |
Ishares Tr Ishares TrAMPS Lester Murray Antman dba SimplyRich's holding in Ishares Tr over time | 3.82% | 186,185 | $16.33M 3.82% | 0.07%decreased 0.07 percentreduced | |
 AMX America Movil Sab De CvAmerica Movil Sab De CvAMX | 0.22% | 36,367 | $945.0K 0.22% | 13.89%increased 13.89 percentadded | |
 Amazon Com Inc Amazon Com IncAMZN Lester Murray Antman dba SimplyRich's holding in Amazon Com Inc over time | 0.59% | 10,646 | $2.54M 0.59% | 0%unchanged 0 percentunchanged | |
 Elevance Health Inc Formerly Lester Murray Antman dba SimplyRich's holding in Elevance Health Inc Formerly over time | 0.56% | 6,229 | $2.41M 0.56% | 2.43%increased 2.43 percentadded | |
