Lester Murray Antman dba SimplyRich
CIK 1725888
13F filing for Q2 2026・No. 4,319
- Holdings
- US$427.07M
- Quarter change
- +US$36.14M
- Entries
- 216
- Net bought (estimate)
- −US$14.63M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 73
- Cut 36
- Added 52
- Corporate actions 0
- Unchanged 72
Largest holdings
166 stocks worth US$427.07M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Cut | 95,308 | US$33.68M | 7.89% |
| AAPLAppleCOM | Cut | 107,218 | US$31.02M | 7.26% |
| GOOGLAlphabetCAP STK CL A | Unchanged | 61,722 | US$22.06M | 5.16% |
| ISHARES TRMSCI USA MIN VOL | Added | 226,613 | US$21.86M | 5.12% |
| MUMicronCOM | Unchanged | 15,900 | US$18.35M | 4.30% |
| TSMTSMC ADRSPONSORED ADS | Unchanged | 34,816 | US$16.63M | 3.89% |
| ISHARES INCMSCI EMERG MRKT | Cut | 218,941 | US$16.48M | 3.86% |
| ISHARES TRMSCI EAFE MIN VL | Cut | 186,185 | US$16.33M | 3.82% |
| MSFTMicrosoftCOM | Cut | 25,800 | US$9.62M | 2.25% |
| VVISA INCCOM CL A | Unchanged | 23,551 | US$8.08M | 1.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.