Lester Murray Antman dba SimplyRich
CIK: 0001725888SEC EDGAR →
Portfolio Value
$382.4M
Holdings
199
As of
Q4 2025
New Positions
10
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 95,815 | $30.1M | 7.86% |
| 2 | APPLE INC | 107,389 | $29.2M | 7.63% |
| 3 | ISHARES TR | 220,714 | $20.8M | 5.43% |
| 4 | ALPHABET INC | 61,722 | $19.3M | 5.05% |
| 5 | ISHARES TR | 190,855 | $16.5M | 4.30% |
| 6 | ISHARES INC | 226,403 | $14.5M | 3.79% |
| 7 | MICROSOFT CORP | 25,839 | $12.5M | 3.27% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 34,816 | $10.6M | 2.77% |
| 9 | VISA INC | 23,552 | $8.3M | 2.16% |
| 10 | HOME DEPOT INC | 17,071 | $5.9M | 1.54% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $102.2M | 26.7% |
| Technology | 30 | $81.9M | 21.4% |
| Communication Services | 15 | $61.2M | 16.0% |
| Healthcare | 19 | $29.6M | 7.8% |
| Consumer Cyclical | 18 | $28.0M | 7.3% |
| Industrials | 23 | $24.3M | 6.4% |
| Unknown | 18 | $19.4M | 5.1% |
| Consumer Defensive | 12 | $12.9M | 3.4% |
| Energy | 11 | $10.0M | 2.6% |
| Basic Materials | 10 | $9.9M | 2.6% |
| Utilities | 3 | $2.7M | 0.7% |
| Real Estate | 1 | $259K | 0.1% |