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Lester Murray Antman dba SimplyRich
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $427,757,533
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $34,726,660
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $32,248,315
- ISHARES TR · MSCI USA MIN ETF · 46429B697 · shares: $22,219,944
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $21,205,994
- ISHARES TR · MSCI EAFE MIN VL · 46429B689 · shares: $16,966,596
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $16,935,249
- ISHARES INC · MSCI EMERG MRKT · 464286533 · shares: $15,530,345
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $15,526,427
- MICROSOFT CORP · COM · 594918104 · shares: $12,979,447
- VISA INC · COM CL A · 92826C839 · shares: $8,378,857
Reported holdings
223 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 104,278 shares | $34,726,660 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 94,642 shares | $32,248,315 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 228,037 shares | $22,219,944 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 61,631 shares | $21,205,994 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 186,200 shares | $16,966,596 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 15,900 shares | $16,935,249 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 | — | 209,727 shares | $15,530,345 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 34,035 shares | $15,526,427 |
| MICROSOFT CORP | COM | 594918104 | — | 25,306 shares | $12,979,447 |
| VISA INC | COM CL A | 92826C839 | — | 23,318 shares | $8,378,857 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 29,673 shares | $6,012,937 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 15,247 shares | $5,596,869 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 26,084 shares | $5,426,142 |
| HOME DEPOT INC | COM | 437076102 | — | 16,551 shares | $4,708,594 |
| WALMART INC | COM | 931142103 | — | 44,571 shares | $4,631,818 |
| MCKESSON CORP | COM | 58155Q103 | — | 5,228 shares | $4,463,719 |
| AMGEN INC | COM | 031162100 | — | 8,953 shares | $3,773,779 |
| CISCO SYS INC | COM | 17275R102 | — | 34,453 shares | $3,708,176 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 96,725 shares | $3,666,845 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 7,073 shares | $3,522,000 |
| THE CIGNA GROUP | COM | 125523100 | — | 12,379 shares | $3,364,984 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 1,830 shares | $3,315,356 |
| TJX COS INC NEW | COM | 872540109 | — | 23,358 shares | $3,090,497 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | — | 111,959 shares | $2,886,303 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 5,162 shares | $2,846,688 |
| SHELL PLC | SPON ADS | 780259305 | — | 29,374 shares | $2,791,999 |
| RTX CORPORATION | COM | 75513E101 | — | 14,523 shares | $2,696,195 |
| AMAZON COM INC | COM | 023135106 | — | 10,659 shares | $2,655,690 |
| RELX PLC | SPONSORED ADR | 759530108 | — | 79,816 shares | $2,648,295 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 17,763 shares | $2,532,471 |
| ORIX CORP | SPONSORED ADR | 686330101 | — | 65,440 shares | $2,467,742 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 6,229 shares | $2,421,960 |
| BROADCOM INC | COM | 11135F101 | — | 6,636 shares | $2,330,497 |
| MCDONALDS CORP | COM | 580135101 | — | 9,812 shares | $2,265,983 |
| CHUBB LIMITED | COM | H1467J104 | — | 6,775 shares | $2,203,569 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 4,845 shares | $2,160,725 |
| CGI INC | CL A SUB VTG | 12532H104 | — | 31,215 shares | $2,123,556 |
| CME GROUP INC | COM | 12572Q105 | — | 7,930 shares | $2,077,501 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 17,338 shares | $2,061,488 |
| EBAY INC. | COM | 278642103 | — | 19,220 shares | $2,038,281 |
| FERRARI N V | COM | N3167Y103 | — | 5,166 shares | $2,029,463 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 | — | 16,457 shares | $2,019,850 |
| PACCAR INC | COM | 693718108 | — | 18,177 shares | $1,996,016 |
| IMPERIAL OIL LTD | COM NEW | 453038408 | — | 15,380 shares | $1,892,509 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 12,584 shares | $1,870,612 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 30,573 shares | $1,856,698 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 8,255 shares | $1,834,756 |
| AFLAC INC | COM | 001055102 | — | 16,312 shares | $1,823,355 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,970 shares | $1,793,370 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 11,450 shares | $1,740,744 |
| FEDEX CORP | COM | 31428X106 | — | 6,050 shares | $1,724,795 |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | — | 137,679 shares | $1,722,364 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 9,406 shares | $1,722,239 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 6,535 shares | $1,686,422 |
| TRANSPORTADORA DE GAS DEL SU | SPONSORED ADS B | 893870204 | — | 64,567 shares | $1,675,514 |
| RB GLOBAL INC | COM | 74935Q107 | — | 20,315 shares | $1,653,438 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 3,116 shares | $1,586,823 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 9,773 shares | $1,578,046 |
| GARMIN LTD | SHS | H2906T109 | — | 5,479 shares | $1,571,596 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 7,560 shares | $1,568,700 |
| SAP SE | SPON ADR | 803054204 | — | 7,375 shares | $1,537,540 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 2 shares | $1,494,010 |
| CATERPILLAR INC | COM | 149123101 | — | 1,832 shares | $1,485,367 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 8,022 shares | $1,470,994 |
| INTEL CORP | COM | 458140100 | — | 12,231 shares | $1,470,533 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 2,939 shares | $1,420,948 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 5,335 shares | $1,372,589 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 15,082 shares | $1,351,800 |
| COMPANIA DE MINAS BUENAVENTU | SPONSORED ADR | 204448104 | — | 41,703 shares | $1,316,981 |
| COCA-COLA FEMSA SAB DE CV | SPONS ADS REP | 191241108 | — | 12,133 shares | $1,310,849 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 60,043 shares | $1,306,536 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | — | 13,007 shares | $1,291,725 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 35,351 shares | $1,288,897 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 12,972 shares | $1,218,719 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,673 shares | $1,213,226 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 2,173 shares | $1,168,965 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 5,215 shares | $1,094,472 |
| COCA COLA CO | COM | 191216100 | — | 12,663 shares | $1,090,031 |
| DISNEY WALT CO | COM | 254687106 | — | 10,352 shares | $1,085,925 |
| SPDR INDEX SHS FDS | ST DOW GLOBA ETF | 78463X749 | — | 23,237 shares | $1,078,197 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 3,240 shares | $1,064,372 |
| INVESCO EXCHANGE TRADED FD T | S&P SML600 VAL | 46137V167 | — | 7,558 shares | $1,048,915 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 | — | 13,806 shares | $1,046,771 |
| UNION PAC CORP | COM | 907818108 | — | 3,844 shares | $1,046,068 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,695 shares | $1,032,571 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 84,447 shares | $971,985 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 6,547 shares | $951,148 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 5,535 shares | $944,991 |
| ELBIT SYS LTD | ORD | M3760D101 | — | 1,351 shares | $921,396 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 17,270 shares | $907,193 |
| TOTALENERGIES SE | ACT | F92124100 | — | 10,435 shares | $892,193 |
| CVS HEALTH CORP | COM | 126650100 | — | 10,304 shares | $882,950 |
| MERCK & CO INC | COM | 58933Y105 | — | 6,076 shares | $882,904 |
| SEMPRA | COM | 816851109 | — | 11,238 shares | $876,114 |
| NOMURA HLDGS INC | SPONSORED ADR | 65535H208 | — | 88,146 shares | $862,068 |
| THOMSON REUTERS CORP | COM | 884903881 | — | 8,472 shares | $824,580 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 3,700 shares | $823,250 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 | — | 10,505 shares | $819,075 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 2,247 shares | $817,998 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 17,749 shares | $789,121 |