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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) |
|---|---|---|---|---|---|
| GODADDY INC | CL A | 380237107 | — | 2,786 shares | $266,091 |
| PUBLIC STORAGE | COM | 74460D109 | — | 940 shares | $265,870 |
| INTUIT | COM | 461202103 | — | 952 shares | $262,476 |
| BIONTECH SE | SPONSORED ADS | 09075V102 | — | 2,665 shares | $261,970 |
| PACKAGING CORP AMER | COM | 695156109 | — | 1,137 shares | $260,669 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 379 shares | $255,844 |
| TRIP COM GROUP LTD | ADS | 89677Q107 | — | 6,543 shares | $255,831 |
| ROYAL BK CDA | COM | 780087102 | — | 1,287 shares | $253,011 |
| FASTLY INC | CL A | 31188V100 | — | 9,714 shares | $249,358 |
| FASTENAL CO | COM | 311900104 | — | 4,971 shares | $246,214 |
| ALCON AG | ORD SHS | H01301128 | — | 3,760 shares | $243,460 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | — | 1,893 shares | $242,967 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 3,777 shares | $240,822 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 | — | 9,817 shares | $239,829 |
| CUMMINS INC | COM | 231021106 | — | 459 shares | $237,106 |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 | — | 8,662 shares | $224,173 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 1,375 shares | $224,001 |
| BEONE MEDICINES LTD | SPONSORED ADS | 07725L102 | — | 606 shares | $221,760 |
| AMBEV SA | SPONSORED ADR | 02319V103 | — | 75,000 shares | $219,000 |
| COREBRIDGE FINL INC | COM | 21871X109 | — | 6,368 shares | $210,908 |
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 980228308 | — | 9,214 shares | $204,274 |
| SLB LIMITED | COM STK | 806857108 | — | 4,117 shares | $200,580 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 2,340 shares | $200,304 |