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Latest Lester Murray Antman dba SimplyRich Stock Portfolio

$390Million | No. of Holdings #233

Lester Murray Antman dba SimplyRich Performance

2026 Q1-1.51%
YTD-1.51%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 01 May, 2026
$390Million
  as of May 01, 2026

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.

  • Others
  • Technology
  • Communication Services
  • Utilities
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Basic Materials
  • Energy
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.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
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.

  • S&P 500
  • Others
  • RUSSELL 2000
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.

$390.93MTotal Value
240Positions
01 May, 2026Last Reported
Current holdings of Current Stock Holdings of Lester Murray Antman dba SimplyRich, last reported on 01 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ABEV
Ambev S A Fsponsored Adr 1 Adr Reps 1 Ord Shs

Ambev S A Fsponsored Adr 1 Adr Reps 1 Ord Shs

ABEV
Lester Murray Antman dba SimplyRich's holding in Ambev S A Fsponsored Adr 1 Adr Reps 1 Ord Shs over time
0.06%75,000
$219.0K
0.06%
new position
ACWF
Ishares Global Reit Etf

Ishares Global Reit Etf

ACWF
Lester Murray Antman dba SimplyRich's holding in Ishares Global Reit Etf over time
0.82%128,087
$3.22M
0.82%
decreased 8.64 percentreduced
ACWV
Ishares Msci Emerging Markets Min Vol Factor Etf

Ishares Msci Emerging Markets Min Vol Factor Etf

ACWV
Lester Murray Antman dba SimplyRich's holding in Ishares Msci Emerging Markets Min Vol Factor Etf over time
3.68%222,435
$14.40M
3.68%
decreased 1.75 percentreduced
ACWV
Ishares Msci Global Min Vol Factor Etf

Ishares Msci Global Min Vol Factor Etf

ACWV
Lester Murray Antman dba SimplyRich's holding in Ishares Msci Global Min Vol Factor Etf over time
0.5%16,421
$1.96M
0.5%
increased 1.96 percentadded
AEG
Aegon Ltd Adr Adr Fsponsored Adr 1 Adr Reps 1 Ord Shs

Aegon Ltd Adr Adr Fsponsored Adr 1 Adr Reps 1 Ord Shs

AEG
Lester Murray Antman dba SimplyRich's holding in Aegon Ltd Adr Adr Fsponsored Adr 1 Adr Reps 1 Ord Shs over time
0.1%56,361
$409.0K
0.1%
decreased 49.26 percentreduced
AGZD
Wisdomtree Internationalsmallcap Dividend Fund

Wisdomtree Internationalsmallcap Dividend Fund

AGZD
Lester Murray Antman dba SimplyRich's holding in Wisdomtree Internationalsmallcap Dividend Fund over time
0.16%7,896
$643.0K
0.16%
unchanged 0 percentunchanged
ALC
Alcon Inc F

Alcon Inc F

ALC
Lester Murray Antman dba SimplyRich's holding in Alcon Inc F over time
0.09%4,577
$344.0K
0.09%
decreased 1.32 percentreduced
AMX
America Movil S A B De Fsponsored Adr 1 Adr Reps 20 Ord Shs

America Movil S A B De Fsponsored Adr 1 Adr Reps 20 Ord Shs

AMX
Lester Murray Antman dba SimplyRich's holding in America Movil S A B De Fsponsored Adr 1 Adr Reps 20 Ord Shs over time
0.21%31,933
$813.0K
0.21%
increased 173.73 percentadded