Lester Murray Antman dba SimplyRich

CIK 0001725888 · CARLSBAD, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Lester Murray Antman dba SimplyRich reported 166 positions worth $427.1K as of June 30, 2026 (13F filed August 3, 2026). Largest holding: GOOG (7.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$427.1K
2026 Q2
Positions
166
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.5%
Est. Net Flow (Q)
2026 Q2
10 / 166 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$33.7K7.89%95,308
2AAPLAPPLE INCSH$31.0K7.26%107,218
3GOOGLALPHABET INCSH$22.1K5.16%61,722
4USMVISHARES TRSH$21.9K5.12%226,613
5MUMICRON TECHNOLOGY INCSH$18.4K4.30%15,900
6TSMTAIWAN SEMICONDUCTOR MFG LTDSH$16.6K3.89%34,816
7EEMVISHARES INCSH$16.5K3.86%218,941
8EFAVISHARES TRSH$16.3K3.82%186,185
9MSFTMICROSOFT CORPSH$9.6K2.25%25,800
10VVISA INCSH$8.1K1.89%23,551

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lester Murray Antman dba SimplyRich hold as of Q2 2026?

Lester Murray Antman dba SimplyRich reported 166 positions worth $427.1K in its Q2 2026 13F filing. Largest positions: GOOG (7.9%), AAPL (7.3%), GOOGL (5.2%), USMV (5.1%) and MU (4.3%).

What did Lester Murray Antman dba SimplyRich buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lester Murray Antman dba SimplyRich sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.