2026 Q2 Portfolio Activity
In 2026 Q2, Lester Murray Antman dba SimplyRich maintained a portfolio of 239 distinct positions. The most significant new addition was AERCAP HOLDINGS NV, now representing 0.11% of the total fund value. They heavily accumulated shares in LAM RESEARCH CORP, increasing the position by 2064.7%.
Position History
hover any row below to update
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Total Positions
239
Quarter
2026 Q2
Top Holding
GOOG (7.9%)
Top 10 Concentration
45.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 239
Lester Murray Antman dba SimplyRich Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOG
ALPHABET INC
|
Communication Services | 7.89% | 7.00% |
#1
Prev: #1
|
5.7 |
—
|
-28 | -0.0% |
P
S
|
95,308 | $33,675 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AAPL
APPLE INC
|
Technology | 7.26% | 6.96% |
#2
Prev: #2
|
4.9 |
—
|
-27 | -0.0% |
P
S
|
107,218 | $31,024 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.16% | 4.54% |
#3
1
Prev: #4
|
4.1 |
—
|
no change | no change |
P
S
|
61,722 | $22,057 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
USMV
ISHARES TR
|
ETF | 5.12% | 5.17% |
#4
1
Prev: #3
|
3.0 |
—
|
8,670 | 4.0% |
P
S
|
226,613 | $21,859 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 4.30% | 1.37% |
#5
7
Prev: #12
|
3.2 |
—
|
no change | no change |
P
S
|
15,900 | $18,353 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.89% | 3.01% |
#6
1
Prev: #7
|
2.6 |
—
|
no change | no change |
P
S
|
34,816 | $16,627 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
EEMV
ISHARES INC
|
ETF | 3.86% | 3.68% |
#7
1
Prev: #6
|
2.0 |
—
|
-3,494 | -1.6% |
P
S
|
218,941 | $16,481 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
EFAV
ISHARES TR
|
ETF | 3.82% | 4.35% |
#8
3
Prev: #5
|
2.0 |
—
|
-127 | -0.1% |
P
S
|
186,185 | $16,330 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.25% | 2.44% |
#9
1
Prev: #8
|
1.4 |
—
|
-17 | -0.1% |
P
S
|
25,800 | $9,623 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
V
VISA INC
|
Financial Services | 1.89% | 1.82% |
#10
1
Prev: #9
|
1.8 |
—
|
no change | no change |
P
S
|
23,551 | $8,080 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.50% | 1.05% |
#11
5
Prev: #16
|
1.1 |
—
|
342 | 2.3% |
P
S
|
15,443 | $6,418 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.38% | 1.42% |
#12
1
Prev: #11
|
1.1 |
—
|
-227 | -1.3% |
P
S
|
16,711 | $5,893 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.30% | 1.28% |
#13
1
Prev: #14
|
1.5 |
—
|
no change | no change |
P
S
|
26,084 | $5,550 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 1.23% | 1.32% |
#14
1
Prev: #13
|
1.0 |
—
|
283 | 0.9% |
P
S
|
30,164 | $5,256 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.21% | 1.45% |
#15
5
Prev: #10
|
1.0 |
—
|
-44 | -0.1% |
P
S
|
45,683 | $5,174 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 1.09% | 0.80% |
#16
7
Prev: #23
|
2.4 |
—
|
12,536 | 14.8% |
P
S
|
97,277 | $4,663 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.96% | 0.69% |
#17
9
Prev: #26
|
0.9 |
—
|
-129 | -0.4% |
P
S
|
34,849 | $4,093 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.92% | 1.15% |
#18
3
Prev: #15
|
0.9 |
—
|
2 | 0.0% |
P
S
|
5,194 | $3,924 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.85% | 0.62% |
#19
11
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
1,830 | $3,640 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.85% | 0.89% |
#20
2
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
7,259 | $3,632 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.83% | 0.95% |
#21
4
Prev: #17
|
0.8 |
—
|
145 | 0.6% |
P
S
|
23,503 | $3,560 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.80% | 0.85% |
#22
2
Prev: #20
|
0.8 |
—
|
-88 | -0.7% |
P
S
|
12,379 | $3,412 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
REET
ISHARES TR
|
ETF | 0.77% | 0.82% |
#23
2
Prev: #21
|
0.8 |
—
|
-9,759 | -7.6% |
P
S
|
118,328 | $3,268 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.76% | 0.81% |
#24
2
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
8,999 | $3,258 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.68% | 0.86% |
#25
6
Prev: #19
|
0.8 |
—
|
-40 | -0.4% |
P
S
|
10,764 | $2,909 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.66% | 0.59% |
#26
7
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
7,471 | $2,822 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.65% | 0.69% |
#27
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
17,763 | $2,783 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.65% | 0.70% |
#28
4
Prev: #24
|
0.8 |
—
|
306 | 2.2% |
P
S
|
14,522 | $2,755 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.62% | 0.66% |
#29
1
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
5,162 | $2,651 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.59% | 0.48% |
#30
18
Prev: #48
|
3.2 |
—
|
643,745 | 20593.3% |
P
S
|
646,871 | $2,540 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.59% | 0.57% |
#31
6
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
10,646 | $2,537 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IX
ORIX CORP
|
Financial Services | 0.59% | 0.49% |
#32
14
Prev: #46
|
2.2 |
—
|
3,215 | 5.1% |
P
S
|
66,449 | $2,527 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
RBA
RB GLOBAL INC
|
Industrials | 0.59% | 0.53% |
#33
10
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
21,603 | $2,515 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.59% | 0.54% |
#34
8
Prev: #42
|
3.2 |
—
|
18,946 | 617.7% |
P
S
|
22,013 | $2,513 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
TM
TOYOTA MOTOR CO...
|
Consumer Cyclical | 0.58% | 0.48% |
#35
12
Prev: #47
|
3.2 |
—
|
6,335 | 69.1% |
P
S
|
15,503 | $2,490 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.57% | 0.37% |
#36
29
Prev: #65
|
3.2 |
—
|
6,558 | 327900.0% |
P
S
|
6,560 | $2,417 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.56% | 0.46% |
#37
15
Prev: #52
|
0.7 |
—
|
148 | 2.4% |
P
S
|
6,229 | $2,408 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
RELX
RELX PLC
|
Industrials | 0.55% | 0.63% |
#38
9
Prev: #29
|
0.7 |
—
|
268 | 0.4% |
P
S
|
74,441 | $2,357 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.55% | 0.34% |
#39
29
Prev: #68
|
3.2 |
—
|
67,686 | 448.8% |
P
S
|
82,768 | $2,354 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CB
CHUBB LIMITED
|
Financial Services | 0.54% | 0.57% |
#40
4
Prev: #36
|
0.7 |
—
|
-87 | -1.3% |
P
S
|
6,775 | $2,308 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.53% | 0.18% |
#41
69
Prev: #110
|
3.2 |
—
|
66,896 | 2064.7% |
P
S
|
70,136 | $2,280 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SHEL
SHELL PLC
|
Energy | 0.53% | 0.70% |
#42
17
Prev: #25
|
1.2 |
—
|
no change | no change |
P
S
|
29,281 | $2,270 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.52% | 0.30% |
#43
31
Prev: #74
|
3.2 |
—
|
48,825 | 993.2% |
P
S
|
53,741 | $2,223 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.52% | 0.54% |
#44
5
Prev: #39
|
0.7 |
—
|
-32 | -0.2% |
P
S
|
18,327 | $2,201 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.51% | 0.26% |
#45
40
Prev: #85
|
3.2 |
—
|
37,302 | 734.4% |
P
S
|
42,381 | $2,166 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
EBAY
EBAY INC.
|
Consumer Cyclical | 0.50% | 0.45% |
#46
8
Prev: #54
|
1.2 |
—
|
no change | no change |
P
S
|
19,220 | $2,147 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BVN
COMPANIA DE MIN...
|
Basic Materials | 0.50% | 0.41% |
#47
11
Prev: #58
|
3.2 |
—
|
37,723 | 83.8% |
P
S
|
82,735 | $2,131 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.50% | 0.36% |
#48
19
Prev: #67
|
1.2 |
—
|
no change | no change |
P
S
|
1,996 | $2,125 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
HSBC
HSBC HLDGS PLC
|
Financial Services | 0.48% | 0.26% |
#49
35
Prev: #84
|
3.2 |
—
|
36,238 | 289.8% |
P
S
|
48,742 | $2,033 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.48% | 0.44% |
#50
5
Prev: #55
|
1.2 |
—
|
no change | no change |
P
S
|
8,255 | $2,032 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 |
Showing 1-50 of 239 holdings