2026 Q3 Portfolio Activity
In 2026 Q3, Lester Murray Antman dba SimplyRich maintained a portfolio of 225 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 0.37% of the total fund value. They heavily accumulated shares in META PLATFORMS INC, increasing the position by 58.0%. The fund also reduced its exposure to LAM RESEARCH CORP by 95.4%.
Position History
hover any row below to update
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Total Positions
225
Quarter
2026 Q3
Top Holding
AAPL (8.1%)
Top 10 Concentration
46.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 225
Lester Murray Antman dba SimplyRich Full Holdings List — 2026 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 8.12% | 7.26% |
#1
1
Prev: #2
|
5.7 |
—
|
-2,940 | -2.7% |
P
S
|
104,278 | $34,726,660 |
$93.71
+277.5%
|
2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | ||
|
GOOG
ALPHABET INC
|
Communication Services | 7.54% | 7.89% |
#2
1
Prev: #1
|
5.0 |
—
|
-666 | -0.7% |
P
S
|
94,642 | $32,248,315 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
USMV
ISHARES TR
|
ETF | 5.19% | 5.12% |
#3
1
Prev: #4
|
3.6 |
—
|
1,424 | 0.6% |
P
S
|
228,037 | $22,219,944 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.96% | 5.16% |
#4
1
Prev: #3
|
3.0 |
—
|
-91 | -0.1% |
P
S
|
61,631 | $21,205,994 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
EFAV
ISHARES TR
|
ETF | 3.97% | 3.82% |
#5
3
Prev: #8
|
2.6 |
—
|
15 | 0.0% |
P
S
|
186,200 | $16,966,596 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 3.96% | 4.30% |
#6
1
Prev: #5
|
2.6 |
—
|
no change | no change |
P
S
|
15,900 | $16,935,249 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
EEMV
ISHARES INC
|
ETF | 3.63% | 3.86% |
#7
Prev: #7
|
2.0 |
—
|
-9,214 | -4.2% |
P
S
|
209,727 | $15,530,345 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.63% | 3.89% |
#8
2
Prev: #6
|
2.0 |
—
|
-781 | -2.2% |
P
S
|
34,035 | $15,526,427 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.03% | 2.25% |
#9
Prev: #9
|
1.7 |
—
|
-494 | -1.9% |
P
S
|
25,306 | $12,979,447 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
V
VISA INC
|
Financial Services | 1.96% | 1.89% |
#10
Prev: #10
|
1.3 |
—
|
-233 | -1.0% |
P
S
|
23,318 | $8,378,857 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 1.41% | 1.23% |
#11
3
Prev: #14
|
1.1 |
—
|
-491 | -1.6% |
P
S
|
29,673 | $6,012,937 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.31% | 1.50% |
#12
1
Prev: #11
|
1.0 |
—
|
-196 | -1.3% |
P
S
|
15,247 | $5,596,869 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.27% | 1.30% |
#13
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
26,084 | $5,426,142 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.10% | 1.38% |
#14
2
Prev: #12
|
0.9 |
—
|
-160 | -1.0% |
P
S
|
16,551 | $4,708,594 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.08% | 1.21% |
#15
Prev: #15
|
0.9 |
—
|
-1,112 | -2.4% |
P
S
|
44,571 | $4,631,818 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.04% | 0.92% |
#16
2
Prev: #18
|
0.9 |
—
|
34 | 0.7% |
P
S
|
5,228 | $4,463,719 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.88% | 0.76% |
#17
7
Prev: #24
|
0.9 |
—
|
-46 | -0.5% |
P
S
|
8,953 | $3,773,779 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.87% | 0.96% |
#18
1
Prev: #17
|
0.8 |
—
|
-396 | -1.1% |
P
S
|
34,453 | $3,708,176 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 0.86% | 1.09% |
#19
3
Prev: #16
|
0.8 |
—
|
-552 | -0.6% |
P
S
|
96,725 | $3,666,845 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.82% | 0.85% |
#20
Prev: #20
|
0.8 |
—
|
-186 | -2.6% |
P
S
|
7,073 | $3,522,000 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.79% | 0.80% |
#21
1
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
12,379 | $3,364,984 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.78% | 0.85% |
#22
3
Prev: #19
|
1.3 |
—
|
no change | no change |
P
S
|
1,830 | $3,315,356 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.72% | 0.83% |
#23
2
Prev: #21
|
0.8 |
—
|
-145 | -0.6% |
P
S
|
23,358 | $3,090,497 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
REET
ISHARES TR
|
ETF | 0.67% | 0.77% |
#24
1
Prev: #23
|
0.8 |
—
|
-6,369 | -5.4% |
P
S
|
111,959 | $2,886,303 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.67% | 0.62% |
#25
4
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
5,162 | $2,846,688 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
SHEL
SHELL PLC
|
Energy | 0.65% | 0.53% |
#26
16
Prev: #42
|
0.8 |
—
|
93 | 0.3% |
P
S
|
29,374 | $2,791,999 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.63% | 0.65% |
#27
1
Prev: #28
|
0.8 |
—
|
1 | 0.0% |
P
S
|
14,523 | $2,696,195 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.62% | 0.59% |
#28
3
Prev: #31
|
0.7 |
—
|
13 | 0.1% |
P
S
|
10,659 | $2,655,690 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
RELX
RELX PLC
|
Industrials | 0.62% | 0.55% |
#29
9
Prev: #38
|
2.2 |
—
|
5,375 | 7.2% |
P
S
|
79,816 | $2,648,295 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.59% | 0.65% |
#30
3
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
17,763 | $2,532,471 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
IX
ORIX CORP
|
Financial Services | 0.58% | 0.59% |
#31
1
Prev: #32
|
0.7 |
—
|
-1,009 | -1.5% |
P
S
|
65,440 | $2,467,742 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.57% | 0.56% |
#32
5
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
6,229 | $2,421,960 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.54% | 0.66% |
#33
7
Prev: #26
|
0.7 |
—
|
-835 | -11.2% |
P
S
|
6,636 | $2,330,497 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.53% | 0.68% |
#34
9
Prev: #25
|
0.7 |
—
|
-952 | -8.8% |
P
S
|
9,812 | $2,265,983 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
CB
CHUBB LIMITED
|
Financial Services | 0.52% | 0.54% |
#35
5
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
6,775 | $2,203,569 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.51% | 0.47% |
#36
15
Prev: #51
|
1.2 |
—
|
no change | no change |
P
S
|
4,845 | $2,160,725 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
GIB
CGI INC
|
Technology | 0.50% | 0.46% |
#37
18
Prev: #55
|
0.7 |
—
|
861 | 2.8% |
P
S
|
31,215 | $2,123,556 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.49% | 0.42% |
#38
32
Prev: #70
|
0.7 |
—
|
-217 | -2.7% |
P
S
|
7,930 | $2,077,501 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 0.48% | 0.46% |
#39
17
Prev: #56
|
2.2 |
—
|
944 | 5.8% |
P
S
|
17,338 | $2,061,488 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
EBAY
EBAY INC.
|
Consumer Cyclical | 0.48% | 0.50% |
#40
6
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
19,220 | $2,038,281 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
RACE
FERRARI N V
|
Consumer Cyclical | 0.47% | 0.46% |
#41
13
Prev: #54
|
0.7 |
—
|
-127 | -2.4% |
P
S
|
5,166 | $2,029,463 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ACWV
ISHARES INC
|
ETF | 0.47% | 0.46% |
#42
11
Prev: #53
|
0.7 |
—
|
-2 | -0.0% |
P
S
|
16,457 | $2,019,850 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.47% | 0.52% |
#43
1
Prev: #44
|
0.7 |
—
|
-150 | -0.8% |
P
S
|
18,177 | $1,996,016 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
IMO
IMPERIAL OIL LT...
|
Energy | 0.44% | 0.45% |
#44
15
Prev: #59
|
0.7 |
—
|
-1,786 | -10.4% |
P
S
|
15,380 | $1,892,509 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 0.44% | 0.43% |
#45
23
Prev: #68
|
0.7 |
—
|
-19 | -0.2% |
P
S
|
12,584 | $1,870,612 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
UL
UNILEVER PLC
|
Consumer Defensive | 0.43% | 0.43% |
#46
21
Prev: #67
|
0.7 |
—
|
-73 | -0.2% |
P
S
|
30,573 | $1,856,698 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.43% | 0.48% |
#47
3
Prev: #50
|
1.2 |
—
|
no change | no change |
P
S
|
8,255 | $1,834,756 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.43% | 0.45% |
#48
10
Prev: #58
|
0.7 |
—
|
-156 | -0.9% |
P
S
|
16,312 | $1,823,355 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.42% | 0.45% |
#49
12
Prev: #61
|
0.7 |
—
|
-72 | -3.5% |
P
S
|
1,970 | $1,793,370 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.41% | 0.34% |
#50
28
Prev: #78
|
0.7 |
—
|
-445 | -3.7% |
P
S
|
11,450 | $1,740,744 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 |
Showing 1-50 of 225 holdings