Lester Murray Antman dba SimplyRich 13F Holdings · Q2 2026
Lester Murray Antman dba SimplyRich reported 166 securities worth $427.06M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOG (7.89%), AAPL (7.26%), GOOGL (5.16%). Among its top 25 positions this quarter: 6 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $33.7M | 7.89% | 95,308 | Trimmed |
| 2 | AAPL | APPLE INC | $31.0M | 7.26% | 107,218 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $22.1M | 5.16% | 61,722 | Hold |
| 4 | USMV | ISHARES TR | $21.9M | 5.12% | 226,613 | Added |
| 5 | MU | MICRON TECHNOLOGY INC | $18.4M | 4.30% | 15,900 | Hold |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $16.6M | 3.89% | 34,816 | Hold |
| 7 | EEMV | ISHARES INC | $16.5M | 3.86% | 218,941 | Trimmed |
| 8 | EFAV | ISHARES TR | $16.3M | 3.82% | 186,185 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $9.6M | 2.25% | 25,800 | Trimmed |
| 10 | V | VISA INC | $8.1M | 1.89% | 23,551 | Hold |
| 11 | UNH | UNITEDHEALTH GROUP INC | $6.4M | 1.50% | 15,443 | Added |
| 12 | HD | HOME DEPOT INC | $5.9M | 1.38% | 16,711 | Trimmed |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $5.5M | 1.30% | 26,084 | Hold |
| 14 | SCCO | SOUTHERN COPPER CORP | $5.3M | 1.23% | 30,164 | Added |
| 15 | WMT | WALMART INC | $5.2M | 1.21% | 45,683 | Trimmed |
| 16 | NVO | NOVO-NORDISK A S | $4.7M | 1.09% | 97,277 | Added |
| 17 | CSCO | CISCO SYS INC | $4.1M | 0.96% | 34,849 | Trimmed |
| 18 | MCK | MCKESSON CORP | $3.9M | 0.92% | 5,194 | Added |
| 19 | ASML | ASML HOLDING N V | $3.6M | 0.85% | 1,830 | Hold |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.6M | 0.85% | 7,259 | Hold |
| 21 | TJX | TJX COS INC NEW | $3.6M | 0.83% | 23,503 | Added |
| 22 | CI | THE CIGNA GROUP | $3.4M | 0.80% | 12,379 | Trimmed |
| 23 | REET | ISHARES TR | $3.3M | 0.77% | 118,328 | Trimmed |
| 24 | AMGN | AMGEN INC | $3.3M | 0.76% | 8,999 | Hold |
| 25 | MCD | MCDONALDS CORP | $2.9M | 0.68% | 10,764 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR