AI Portfolio Summary
In 2026 Q1, Lester Murray Antman dba SimplyRich maintained a portfolio of 240 distinct positions. They heavily accumulated shares in SOUTHERN COPPER CORP, increasing their position by 0.6%. The fund also reduced its exposure to ISHARES GLOBAL REIT by 8.6%.
Total Positions
240
Quarter
2026 Q1
Top Holding
GOOG (7.0%)
Top 10 Concentration
40.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 240
| 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 | 7.00% | 7.86% |
#1
Prev: #1
|
5.3 | -479 | -0.5% |
P
S
|
95,336 | $27,348 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
APPLE INC
|
Technology | 6.96% | 7.63% |
#2
Prev: #2
|
4.8 | -144 | -0.1% |
P
S
|
107,245 | $27,217 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
USMV
ISHARES MSCI US...
|
ETF | 5.17% | 5.43% |
#3
Prev: #3
|
3.6 | -2,771 | -1.3% |
P
S
|
217,943 | $20,212 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
ALPHABET INC ...
|
Communication Services | 4.54% | 5.05% |
#4
Prev: #4
|
3.3 | no change | no change |
P
S
|
61,722 | $17,748 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
EFAV
ISHARES MSCI EA...
|
ETF | 4.35% | 4.30% |
#5
Prev: #5
|
2.7 | -4,543 | -2.4% |
P
S
|
186,312 | $17,023 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
EEMV
ISHARES MSCI EM...
|
ETF | 3.68% | 3.79% |
#6
Prev: #6
|
2.0 | -3,968 | -1.8% |
P
S
|
222,435 | $14,398 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.01% | 2.77% |
#7
1
Prev: #8
|
2.2 | no change | no change |
P
S
|
34,816 | $11,766 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.44% | 3.27% |
#8
1
Prev: #7
|
1.5 | -22 | -0.1% |
P
S
|
25,817 | $9,556 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
V
VISA INC ...
|
Financial Services | 1.82% | 2.16% |
#9
Prev: #9
|
1.2 | -1 | -0.0% |
P
S
|
23,551 | $7,118 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.45% | 1.33% |
#10
1
Prev: #11
|
1.1 | -64 | -0.1% |
P
S
|
45,727 | $5,682 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.42% | 1.54% |
#11
1
Prev: #10
|
1.1 | -133 | -0.8% |
P
S
|
16,938 | $5,570 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.37% | 1.19% |
#12
2
Prev: #14
|
1.5 | no change | no change |
P
S
|
15,900 | $5,371 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 1.32% | 1.11% |
#13
3
Prev: #16
|
1.0 | 171 | 0.6% |
P
S
|
29,881 | $5,141 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
RSP
INVESCO S&P 500...
|
ETF | 1.28% | 1.31% |
#14
1
Prev: #13
|
1.5 | no change | no change |
P
S
|
26,084 | $5,006 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.15% | 1.11% |
#15
2
Prev: #17
|
1.0 | -1 | -0.0% |
P
S
|
5,192 | $4,492 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.05% | 1.31% |
#16
4
Prev: #12
|
0.9 | -100 | -0.7% |
P
S
|
15,101 | $4,086 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.95% | 0.94% |
#17
2
Prev: #19
|
1.4 | no change | no change |
P
S
|
23,358 | $3,730 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.89% | 0.96% |
#18
Prev: #18
|
0.9 | -18 | -0.2% |
P
S
|
7,259 | $3,478 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.86% | 0.86% |
#19
3
Prev: #22
|
0.8 | -19 | -0.2% |
P
S
|
10,804 | $3,357 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.85% | 0.90% |
#20
1
Prev: #21
|
0.8 | -37 | -0.3% |
P
S
|
12,467 | $3,325 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
REET
ISHARES GLOBAL ...
|
ETF | 0.82% | 0.91% |
#21
1
Prev: #20
|
0.8 | -12,117 | -8.6% |
P
S
|
128,087 | $3,221 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.81% | 0.77% |
#22
3
Prev: #25
|
1.3 | no change | no change |
P
S
|
8,999 | $3,166 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 0.80% | 1.15% |
#23
8
Prev: #15
|
0.8 | -1,506 | -1.7% |
P
S
|
84,741 | $3,114 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
RTX
RTX CORP
|
Industrials | 0.70% | 0.68% |
#24
5
Prev: #29
|
1.3 | no change | no change |
P
S
|
14,216 | $2,742 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SHEL
SHELL PLC ...
|
Energy | 0.70% | 0.56% |
#25
11
Prev: #36
|
0.8 | -78 | -0.3% |
P
S
|
29,281 | $2,723 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NVS
NOVARTIS AG ...
|
Healthcare | 0.69% | 0.64% |
#27
5
Prev: #32
|
0.8 | -7 | -0.0% |
P
S
|
17,763 | $2,713 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.69% | 0.71% |
#26
1
Prev: #27
|
0.8 | -181 | -0.5% |
P
S
|
34,978 | $2,713 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MA
MASTERCARD INC ...
|
Financial Services | 0.66% | 0.77% |
#28
4
Prev: #24
|
1.3 | no change | no change |
P
S
|
5,162 | $2,579 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
RELX
RELX PLC ...
|
Industrials | 0.63% | 0.80% |
#29
6
Prev: #23
|
0.8 | -1,794 | -2.4% |
P
S
|
74,173 | $2,458 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ASML
ASML HLDG N V ...
|
Technology | 0.62% | 0.51% |
#30
13
Prev: #43
|
1.2 | no change | no change |
P
S
|
1,830 | $2,417 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CME
CME GROUP INC ...
|
Financial Services | 0.62% | 0.58% |
#31
2
Prev: #33
|
0.7 | 12 | 0.1% |
P
S
|
8,161 | $2,410 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TGS
TRANSPORTADORA ...
|
Energy | 0.60% | 0.53% |
#32
7
Prev: #39
|
0.7 | 2,019 | 3.1% |
P
S
|
67,415 | $2,333 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.59% | 0.68% |
#33
3
Prev: #30
|
1.2 | no change | no change |
P
S
|
7,471 | $2,312 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VIPS
VIPSHOP HLDGS L...
|
Consumer Cyclical | 0.58% | 0.68% |
#34
6
Prev: #28
|
0.7 | -3,840 | -2.6% |
P
S
|
143,879 | $2,261 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IMO
IMPERIAL OIL LT...
|
Energy | 0.57% | 0.39% |
#35
30
Prev: #65
|
1.2 | no change | no change |
P
S
|
17,166 | $2,245 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CB
CHUBB LTD ...
|
Financial Services | 0.57% | 0.56% |
#36
1
Prev: #37
|
0.7 | -32 | -0.5% |
P
S
|
6,862 | $2,236 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 0.57% | 0.64% |
#37
6
Prev: #31
|
1.2 | no change | no change |
P
S
|
10,646 | $2,217 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
FDX
FEDEX CORP
|
Industrials | 0.56% | 0.46% |
#38
14
Prev: #52
|
1.2 | no change | no change |
P
S
|
6,100 | $2,172 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.54% | 0.51% |
#39
2
Prev: #41
|
0.7 | 396 | 2.2% |
P
S
|
18,359 | $2,120 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.54% | 0.49% |
#40
7
Prev: #47
|
1.2 | no change | no change |
P
S
|
4,845 | $2,102 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GIB
CGI INC ...
|
Technology | 0.54% | 0.71% |
#41
15
Prev: #26
|
0.7 | -829 | -2.8% |
P
S
|
28,633 | $2,093 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.54% | 0.46% |
#42
11
Prev: #53
|
1.2 | no change | no change |
P
S
|
3,067 | $2,092 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
RBA
RB GLOBAL INC ...
|
Industrials | 0.53% | 0.58% |
#43
9
Prev: #34
|
0.7 | -7 | -0.0% |
P
S
|
21,603 | $2,070 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.52% | 0.47% |
#44
6
Prev: #50
|
0.7 | -31 | -1.5% |
P
S
|
2,047 | $2,039 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ACWV
ISHARES MSCI GL...
|
ETF | 0.50% | 0.50% |
#45
1
Prev: #46
|
0.7 | 315 | 2.0% |
P
S
|
16,421 | $1,962 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IX
ORIX CORP ...
|
Financial Services | 0.49% | 0.48% |
#46
2
Prev: #48
|
0.7 | -87 | -0.1% |
P
S
|
63,234 | $1,896 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.48% | 0.40% |
#47
15
Prev: #62
|
0.7 | -30 | -1.0% |
P
S
|
3,126 | $1,889 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TM
TOYOTA MTR CORP...
|
Consumer Cyclical | 0.48% | 0.52% |
#48
8
Prev: #40
|
0.7 | -40 | -0.4% |
P
S
|
9,168 | $1,889 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.48% | 0.50% |
#49
4
Prev: #45
|
1.2 | no change | no change |
P
S
|
11,895 | $1,870 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.46% | 0.48% |
#50
1
Prev: #49
|
0.7 | -149 | -0.9% |
P
S
|
16,468 | $1,806 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-50 of 240 holdings