Lester Murray Antman dba SimplyRich

Est. AUM

$390.9M

13F long equity, this entity only

Positions

233

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC CLASS CLASS C	GOOG	$27.3M	95336	7.00%	SOLE
2	APPLE INC	AAPL	$27.2M	107245	6.96%	SOLE
3	ISHARES MSCI USA MIN VOLFACTOR ETF	USMV	$20.2M	217943	5.17%	SOLE
4	ALPHABET INC CLASS CLASS A	GOOGL	$17.7M	61722	4.54%	SOLE
5	ISHARES MSCI EAFE MIN VOL FACTOR ETF	EFAV	$17.0M	186312	4.35%	SOLE
6	ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	EEMV	$14.4M	222435	3.68%	SOLE
7	TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS	TSM	$11.8M	34816	3.01%	SOLE
8	MICROSOFT CORP	MSFT	$9.6M	25817	2.44%	SOLE
9	VISA INC CLASS CLASS A	V	$7.1M	23551	1.82%	SOLE
10	WALMART INC	WMT	$5.7M	45727	1.45%	SOLE
11	HOME DEPOT INC	HD	$5.6M	16938	1.42%	SOLE
12	MICRON TECHNOLOGY INC	MU	$5.4M	15900	1.37%	SOLE
13	SOUTHERN COPPER CORP	SCCO	$5.1M	29881	1.32%	SOLE
14	INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	$5.0M	26084	1.28%	SOLE
15	MCKESSON CORP	MCK	$4.5M	5192	1.15%	SOLE
16	UNITEDHEALTH GROUP INC	UNH	$4.1M	15101	1.05%	SOLE
17	TJX COS INC NEW	TJX	$3.7M	23358	0.95%	SOLE
18	BERKSHIRE HATHAWAY CLASS B	BRKB	$3.5M	7259	0.89%	SOLE
19	MCDONALDS CORP	MCD	$3.4M	10804	0.86%	SOLE
20	THE CIGNA GROUP	CI	$3.3M	12467	0.85%	SOLE
21	ISHARES GLOBAL REIT ETF	REET	$3.2M	128087	0.82%	SOLE
22	AMGEN INC	AMGN	$3.2M	8999	0.81%	SOLE
23	NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS	NVO	$3.1M	84741	0.80%	SOLE
24	RTX CORP	RTX	$2.7M	14216	0.70%	SOLE
25	SHELL PLC FTENDER OFFER EXP:	SHEL	$2.7M	29281	0.70%	SOLE
26	CISCO SYS INC	CSCO	$2.7M	34978	0.69%	SOLE
27	NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS	NVS	$2.7M	17763	0.69%	SOLE
28	MASTERCARD INC CLASS CLASS A	MA	$2.6M	5162	0.66%	SOLE
29	RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS	RELX	$2.5M	74173	0.63%	SOLE
30	ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS	ASML	$2.4M	1830	0.62%	SOLE
31	CME GROUP INC CLASS CLASS A	CME	$2.4M	8161	0.62%	SOLE
32	TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS	TGS	$2.3M	67415	0.60%	SOLE
33	BROADCOM INC	AVGO	$2.3M	7471	0.59%	SOLE
34	VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS	VIPS	$2.3M	143879	0.58%	SOLE
35	IMPERIAL OIL LTD F	IMO	$2.2M	17166	0.57%	SOLE
36	CHUBB LTD F	CB	$2.2M	6862	0.57%	SOLE
37	AMAZON.COM INC	AMZN	$2.2M	10646	0.57%	SOLE
38	FEDEX CORP	FDX	$2.2M	6100	0.56%	SOLE
39	PACCAR INC	PCAR	$2.1M	18359	0.54%	SOLE
40	MOTOROLA SOLUTIONS INC	MSI	$2.1M	4845	0.54%	SOLE
41	CGI INC FCLASS CLASS A	GIB	$2.1M	28633	0.54%	SOLE
42	NORTHROP GRUMMAN CORP	NOC	$2.1M	3067	0.54%	SOLE
43	RB GLOBAL INC F	RBA	$2.1M	21603	0.53%	SOLE
44	COSTCO WHSL CORP NEW	COST	$2.0M	2047	0.52%	SOLE
45	ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	ACWV	$2.0M	16421	0.50%	SOLE
46	ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS	IX	$1.9M	63234	0.49%	SOLE
47	TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS	TM	$1.9M	9168	0.48%	SOLE
48	LOCKHEED MARTIN CORP	LMT	$1.9M	3126	0.48%	SOLE
49	INTERCONTINENTAL EXCHANG	ICE	$1.9M	11895	0.48%	SOLE
50	AFLAC INC	AFL	$1.8M	16468	0.46%	SOLE

1–50 of 233

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.