The Analysis of Lester Murray Antman dba SimplyRich's Holdings & P&L


Currently, Lester Murray Antman dba SimplyRich holds 166 types of securities in its portfolio with a total value $427.1K. In the most recent quarter, they have increased their positions in LMT (+643.7K shares, valued at $2.5K), BRK.A (+6.6K shares, valued at $2.4K), LRCX (+66.9K shares, valued at $2.2K); decreased their positions in REET (-9.8K shares, valued at $269.52548847271987), EEMV (-3.5K shares, valued at $263.01430065634116), CHKP (-1.3K shares, valued at $173.4858027878162); initiated new positions in AER (+3.3K shares, valued at $486), KSPI (+5.0K shares, valued at $430), BUD (+5.2K shares, valued at $424).


1M P&L
+95.5M+1.67%
3M P&L
+213.2M+3.80%
HY P&L
+279.4M+5.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A76.2K
19.7%
2Internet Content & Information55.7K
14.4%
3Semiconductors37.4K
9.7%

Top Industries by Stock Count

1N/A16 stocks
11.0%
2Telecom Services7 stocks
4.8%
3Oil & Gas Integrated5 stocks
3.4%
Stock Holdings
GOOG
ALPHABET INC
-0.03%
Shares95.3K
Event2026-06-30
Filed2026-08-03
AAPL
APPLE INC
-0.03%
Shares107.2K
Event2026-06-30
Filed2026-08-03
GOOGL
ALPHABET INC
0.00%
Shares61.7K
Event2026-06-30
Filed2026-08-03
USMV
ISHARES TR
3.98%
Shares226.6K
Event2026-06-30
Filed2026-08-03
MU
MICRON TECHNOLOGY INC
0.00%
Shares15.9K
Event2026-06-30
Filed2026-08-03
TSM
TAIWAN SEMICONDUCTOR MFG LTD
0.00%
Shares34.8K
Event2026-06-30
Filed2026-08-03
EEMV
ISHARES INC
-1.57%
Shares218.9K
Event2026-06-30
Filed2026-08-03
EFAV
ISHARES TR
-0.07%
Shares186.2K
Event2026-06-30
Filed2026-08-03
MSFT
MICROSOFT CORP
-0.07%
Shares25.8K
Event2026-06-30
Filed2026-08-03
VISA INC
VISA INC
0.00%
Shares23.6K
Event2026-06-30
Filed2026-08-03
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
2.26%
Shares15.4K
Event2026-06-30
Filed2026-08-03
HD
HOME DEPOT INC
-1.34%
Shares16.7K
Event2026-06-30
Filed2026-08-03
RSP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares26.1K
Event2026-06-30
Filed2026-08-03
SCCO
SOUTHERN COPPER CORP
0.95%
Shares30.2K
Event2026-06-30
Filed2026-08-03
WMT
WALMART INC
-0.10%
Shares45.7K
Event2026-06-30
Filed2026-08-03
NVO
NOVO-NORDISK A S
14.79%
Shares97.3K
Event2026-06-30
Filed2026-08-03
CISCO SYS INC
CISCO SYS INC
-0.37%
Shares34.8K
Event2026-06-30
Filed2026-08-03
MCK
MCKESSON CORP
0.04%
Shares5.2K
Event2026-06-30
Filed2026-08-03
ASML
ASML HOLDING N V
0.00%
Shares1.8K
Event2026-06-30
Filed2026-08-03
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares7.3K
Event2026-06-30
Filed2026-08-03
TJX
TJX COS INC NEW
0.62%
Shares23.5K
Event2026-06-30
Filed2026-08-03
CI
THE CIGNA GROUP
-0.71%
Shares12.4K
Event2026-06-30
Filed2026-08-03
REET
ISHARES TR
-7.62%
Shares118.3K
Event2026-06-30
Filed2026-08-03
AMGN
AMGEN INC
0.00%
Shares9.0K
Event2026-06-30
Filed2026-08-03
MCD
MCDONALDS CORP
-0.37%
Shares10.8K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
BROADCOM INC
0.00%
Shares7.5K
Event2026-06-30
Filed2026-08-03
NVS
NOVARTIS AG
0.00%
Shares17.8K
Event2026-06-30
Filed2026-08-03
RTX CORPORATION
RTX CORPORATION
2.15%
Shares14.5K
Event2026-06-30
Filed2026-08-03
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.00%
Shares5.2K
Event2026-06-30
Filed2026-08-03
LMT
LOCKHEED MARTIN CORP
20593.25%
Shares646.9K
Event2026-06-30
Filed2026-08-03
AMZN
AMAZON COM INC
0.00%
Shares10.6K
Event2026-06-30
Filed2026-08-03
IX
ORIX CORP
5.08%
Shares66.4K
Event2026-06-30
Filed2026-08-03
RBA
RB GLOBAL INC
0.00%
Shares21.6K
Event2026-06-30
Filed2026-08-03
NOC
NORTHROP GRUMMAN CORP
617.74%
Shares22.0K
Event2026-06-30
Filed2026-08-03
TM
TOYOTA MOTOR CORP
69.10%
Shares15.5K
Event2026-06-30
Filed2026-08-03
BRK.A
BERKSHIRE HATHAWAY INC DEL
327900.00%
Shares6.6K
Event2026-06-30
Filed2026-08-03
ELV
ELEVANCE HEALTH INC FORMERLY
2.43%
Shares6.2K
Event2026-06-30
Filed2026-08-03
RELX
RELX PLC
0.36%
Shares74.4K
Event2026-06-30
Filed2026-08-03
VNQ
VANGUARD INDEX FDS
448.79%
Shares82.8K
Event2026-06-30
Filed2026-08-03
CHUBB LIMITED
CHUBB LIMITED
-1.27%
Shares6.8K
Event2026-06-30
Filed2026-08-03
LRCX
LAM RESEARCH CORP
2064.69%
Shares70.1K
Event2026-06-30
Filed2026-08-03
SHEL
SHELL PLC
0.00%
Shares29.3K
Event2026-06-30
Filed2026-08-03
IBM
INTERNATIONAL BUSINESS MACHS
993.19%
Shares53.7K
Event2026-06-30
Filed2026-08-03
PCAR
PACCAR INC
-0.17%
Shares18.3K
Event2026-06-30
Filed2026-08-03
ADP
AUTOMATIC DATA PROCESSING IN
734.44%
Shares42.4K
Event2026-06-30
Filed2026-08-03
EBAY
EBAY INC.
0.00%
Shares19.2K
Event2026-06-30
Filed2026-08-03
BVN
COMPANIA DE MINAS BUENAVENTU
83.81%
Shares82.7K
Event2026-06-30
Filed2026-08-03
CAT
CATERPILLAR INC
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-03
HSBC
HSBC HLDGS PLC
289.81%
Shares48.7K
Event2026-06-30
Filed2026-08-03
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares8.3K
Event2026-06-30
Filed2026-08-03
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares4.8K
Event2026-06-30
Filed2026-08-03
TGS
TRANSPORTADORA DE GAS SUR
0.00%
Shares67.4K
Event2026-06-30
Filed2026-08-03
ACWV
ISHARES INC
0.23%
Shares16.5K
Event2026-06-30
Filed2026-08-03
RACE
FERRARI N V
1.11%
Shares5.3K
Event2026-06-30
Filed2026-08-03
GIB
CGI INC
6.01%
Shares30.4K
Event2026-06-30
Filed2026-08-03
CNI
CANADIAN NATL RY CO
0.00%
Shares16.4K
Event2026-06-30
Filed2026-08-03
ITW
ILLINOIS TOOL WKS INC
1079.38%
Shares50.3K
Event2026-06-30
Filed2026-08-03
AFL
AFLAC INC
0.00%
Shares16.5K
Event2026-06-30
Filed2026-08-03
IMO
IMPERIAL OIL LTD
0.00%
Shares17.2K
Event2026-06-30
Filed2026-08-03
COSTCO WHSL CORP NEW
COSTCO WHSL CORP NEW
-0.24%
Shares2.0K
Event2026-06-30
Filed2026-08-03
FDX
FEDEX CORP
0.00%
Shares6.1K
Event2026-06-30
Filed2026-08-03
NGG
NATIONAL GRID PLC
350.04%
Shares62.1K
Event2026-06-30
Filed2026-08-03
VIPS
VIPSHOP HLDGS LTD
-0.00%
Shares143.9K
Event2026-06-30
Filed2026-08-03
SAP
SAP SE
131.77%
Shares17.1K
Event2026-06-30
Filed2026-08-03
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
0.00%
Shares7.6K
Event2026-06-30
Filed2026-08-03
KOF
COCA-COLA FEMSA SAB DE CV
217.46%
Shares33.6K
Event2026-06-30
Filed2026-08-03
UL
UNILEVER PLC
9.17%
Shares30.6K
Event2026-06-30
Filed2026-08-03
JOHNSON CTLS INTL PLC
JOHNSON CTLS INTL PLC
0.00%
Shares12.6K
Event2026-06-30
Filed2026-08-03
RSG
REPUBLIC SVCS INC
645.75%
Shares38.9K
Event2026-06-30
Filed2026-08-03
CME
CME GROUP INC
-0.17%
Shares8.1K
Event2026-06-30
Filed2026-08-03
CVS
CVS HEALTH CORP
95.50%
Shares20.1K
Event2026-06-30
Filed2026-08-03
UNP
UNION PAC CORP
100.23%
Shares7.8K
Event2026-06-30
Filed2026-08-03
INTC
INTEL CORP
0.00%
Shares12.4K
Event2026-06-30
Filed2026-08-03
SRE
SEMPRA
43.94%
Shares16.5K
Event2026-06-30
Filed2026-08-03
KO
COCA COLA CO
58.10%
Shares20.0K
Event2026-06-30
Filed2026-08-03
DIS
DISNEY WALT CO
97.38%
Shares20.9K
Event2026-06-30
Filed2026-08-03
BN
BROOKFIELD CORP
0.00%
Shares35.4K
Event2026-06-30
Filed2026-08-03
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares11.9K
Event2026-06-30
Filed2026-08-03
PG
PROCTER AND GAMBLE CO
71.55%
Shares11.7K
Event2026-06-30
Filed2026-08-03
MMC
MARSH & MCLENNAN COS INC
2.19%
Shares5.8K
Event2026-06-30
Filed2026-08-03
RKT
ROCKET COS INC
0.00%
Shares84.4K
Event2026-06-30
Filed2026-08-03
NKE
NIKE INC
47.24%
Shares36.2K
Event2026-06-30
Filed2026-08-03
GRMN
GARMIN LTD
4.24%
Shares5.5K
Event2026-06-30
Filed2026-08-03
BTI
BRITISH AMERN TOB PLC
53.94%
Shares19.7K
Event2026-06-30
Filed2026-08-03
SLF
SUN LIFE FINANCIAL INC.
18.30%
Shares12.4K
Event2026-06-30
Filed2026-08-03
CMCSA
COMCAST CORP NEW
-6.08%
Shares49.2K
Event2026-06-30
Filed2026-08-03
MDLZ
MONDELEZ INTL INC
11.67%
Shares14.9K
Event2026-06-30
Filed2026-08-03
RWO
SPDR INDEX SHS FDS
0.00%
Shares23.2K
Event2026-06-30
Filed2026-08-03
RZV
INVESCO EXCHANGE TRADED FD T
-9.63%
Shares7.6K
Event2026-06-30
Filed2026-08-03
VIG
VANGUARD SPECIALIZED FUNDS
3110.54%
Shares99.6K
Event2026-06-30
Filed2026-08-03
EMR
EMERSON ELEC CO
614.98%
Shares35.8K
Event2026-06-30
Filed2026-08-03
ANGLOGOLD ASHANTI PLC
ANGLOGOLD ASHANTI PLC
0.00%
Shares13.2K
Event2026-06-30
Filed2026-08-03
PEP
PEPSICO INC
21.43%
Shares6.3K
Event2026-06-30
Filed2026-08-03
FMX
FOMENTO ECONOMICO MEXICANO S
73.81%
Shares9.4K
Event2026-06-30
Filed2026-08-03
ESLT
ELBIT SYS LTD
0.00%
Shares1.4K
Event2026-06-30
Filed2026-08-03
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.00%
Shares8.1K
Event2026-06-30
Filed2026-08-03
DELL
DELL TECHNOLOGIES INC
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-03
AMX
AMERICA MOVIL SAB DE CV
13.89%
Shares36.4K
Event2026-06-30
Filed2026-08-03
CAH
CARDINAL HEALTH INC
0.00%
Shares3.7K
Event2026-06-30
Filed2026-08-03
ASE TECHNOLOGY HLDG CO LTD
ASE TECHNOLOGY HLDG CO LTD
0.00%
Shares17.7K
Event2026-06-30
Filed2026-08-03
KEYS
KEYSIGHT TECHNOLOGIES INC
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-03
MRK
MERCK & CO INC
0.00%
Shares6.1K
Event2026-06-30
Filed2026-08-03
LIN
LINDE PLC
0.00%
Shares1.5K
Event2026-06-30
Filed2026-08-03
NMR
NOMURA HLDGS INC
0.00%
Shares88.1K
Event2026-06-30
Filed2026-08-03
NTES
NETEASE INC
20.40%
Shares5.9K
Event2026-06-30
Filed2026-08-03
DHI
D R HORTON INC
0.00%
Shares4.6K
Event2026-06-30
Filed2026-08-03
PYPL
PAYPAL HLDGS INC
0.00%
Shares17.3K
Event2026-06-30
Filed2026-08-03
EBR
CENTRAIS ELET BRAS SA
0.00%
Shares70.2K
Event2026-06-30
Filed2026-08-03
TC ENERGY CORP
TC ENERGY CORP
-0.77%
Shares11.0K
Event2026-06-30
Filed2026-08-03
TTE
TOTALENERGIES SE
14.01%
Shares9.2K
Event2026-06-30
Filed2026-08-03
GFI
GOLD FIELDS LTD
20.40%
Shares20.8K
Event2026-06-30
Filed2026-08-03
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-0.51%
Shares3.1K
Event2026-06-30
Filed2026-08-03
AON
AON PLC
19.87%
Shares2.1K
Event2026-06-30
Filed2026-08-03
COF
CAPITAL ONE FINL CORP
0.00%
Shares3.4K
Event2026-06-30
Filed2026-08-03
CHT
CHUNGHWA TELECOM CO LTD
0.00%
Shares14.9K
Event2026-06-30
Filed2026-08-03
ATAT
ATOUR LIFESTYLE HLDGS LTD
-0.25%
Shares20.6K
Event2026-06-30
Filed2026-08-03
TSEM
TOWER SEMICONDUCTOR LTD
0.00%
Shares2.5K
Event2026-06-30
Filed2026-08-03
ORLY
OREILLY AUTOMOTIVE INC
73.53%
Shares6.9K
Event2026-06-30
Filed2026-08-03
LOGI
LOGITECH INTL S A
0.00%
Shares6.7K
Event2026-06-30
Filed2026-08-03
LYB
LYONDELLBASELL INDUSTRIES N
0.00%
Shares12.0K
Event2026-06-30
Filed2026-08-03
ENB
ENBRIDGE INC
0.00%
Shares11.5K
Event2026-06-30
Filed2026-08-03
SBS
COMPANHIA DE SANEAMENTO BASI
400.66%
Shares106.1K
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
META PLATFORMS INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-03
DLS
WISDOMTREE TR
-9.95%
Shares7.1K
Event2026-06-30
Filed2026-08-03
PBR
PETROLEO BRASILEIRO SA PETRO
0.01%
Shares34.4K
Event2026-06-30
Filed2026-08-03
SPDR S&P 500 ETF TR
SPDR S&P 500 ETF TR
0.00%
Shares694
Event2026-06-30
Filed2026-08-03
WTW
WILLIS TOWERS WATSON PLC LTD
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-03
LNG
CHENIERE ENERGY INC
2.49%
Shares2.1K
Event2026-06-30
Filed2026-08-03
ORACLE CORP
ORACLE CORP
-18.23%
Shares3.4K
Event2026-06-30
Filed2026-08-03
AER
AERCAP HOLDINGS NV
New
Shares3.3K
Event2026-06-30
Filed2026-08-03
AEGON LTD
AEGON LTD
0.00%
Shares56.4K
Event2026-06-30
Filed2026-08-03
GOGL
CMB.TECH NV
0.00%
Shares33.2K
Event2026-06-30
Filed2026-08-03
DBP
INVESCO DB MULTI-SECTOR COMM
0.00%
Shares5.0K
Event2026-06-30
Filed2026-08-03
T
AT&T INC
-13.85%
Shares22.1K
Event2026-06-30
Filed2026-08-03
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
0.00%
Shares3.4K
Event2026-06-30
Filed2026-08-03
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares2.1K
Event2026-06-30
Filed2026-08-03
MO
ALTRIA GROUP INC
0.00%
Shares6.2K
Event2026-06-30
Filed2026-08-03
TEL
TE CONNECTIVITY PLC
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-03
CRH
CRH PLC
0.00%
Shares4.1K
Event2026-06-30
Filed2026-08-03
KSPI
KASPI KZ JSC
New
Shares5.0K
Event2026-06-30
Filed2026-08-03
BUD
ANHEUSER BUSCH INBEV SA/NV
New
Shares5.2K
Event2026-06-30
Filed2026-08-03
B
BARRICK MNG CORP
0.00%
Shares11.4K
Event2026-06-30
Filed2026-08-03
SKM
SK TELECOM CO LTD
0.00%
Shares12.8K
Event2026-06-30
Filed2026-08-03
PBR.A
PETROLEO BRASILEIRO SA PETRO
0.00%
Shares28.0K
Event2026-06-30
Filed2026-08-03
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
0.00%
Shares4.3K
Event2026-06-30
Filed2026-08-03
GLD
SPDR GOLD TR
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-03
VOD
VODAFONE GROUP PLC NEW
-0.12%
Shares29.3K
Event2026-06-30
Filed2026-08-03
JANX
JANUX THERAPEUTICS INC
0.00%
Shares24.3K
Event2026-06-30
Filed2026-08-03
VLO
VALERO ENERGY CORP
0.00%
Shares1.4K
Event2026-06-30
Filed2026-08-03
MFC
MANULIFE FINL CORP
-0.58%
Shares9.1K
Event2026-06-30
Filed2026-08-03
VZ
VERIZON COMMUNICATIONS INC
0.00%
Shares8.6K
Event2026-06-30
Filed2026-08-03
TS
TENARIS S A
2.79%
Shares5.8K
Event2026-06-30
Filed2026-08-03
PSA
PUBLIC STORAGE OPER CO
0.00%
Shares999
Event2026-06-30
Filed2026-08-03
OTIS
OTIS WORLDWIDE CORP
New
Shares4.4K
Event2026-06-30
Filed2026-08-03
BKR
BAKER HUGHES COMPANY
0.10%
Shares5.2K
Event2026-06-30
Filed2026-08-03
ALC
ALCON AG
-16.08%
Shares3.8K
Event2026-06-30
Filed2026-08-03
CHKP
CHECK POINT SOFTWARE TECH LT
-40.58%
Shares1.9K
Event2026-06-30
Filed2026-08-03
MPC
MARATHON PETE CORP
0.00%
Shares984
Event2026-06-30
Filed2026-08-03
COP
CONOCOPHILLIPS
New
Shares2.4K
Event2026-06-30
Filed2026-08-03
ZTO
ZTO EXPRESS CAYMAN INC
-0.17%
Shares11.1K
Event2026-06-30
Filed2026-08-03
BNTX
BIONTECH SE
-0.34%
Shares2.7K
Event2026-06-30
Filed2026-08-03
BKNG
BOOKING HOLDINGS INC
2400.00%
Shares1.4K
Event2026-06-30
Filed2026-08-03
FOX
FOX CORP
-4.78%
Shares5.2K
Event2026-06-30
Filed2026-08-03
ABEV
AMBEV SA
0.00%
Shares75.0K
Event2026-06-30
Filed2026-08-03
TRIP COM GROUP LTD
TRIP COM GROUP LTD
-3.05%
Shares5.8K
Event2026-06-30
Filed2026-08-03
NTR
NUTRIEN LTD
New
Shares3.6K
Event2026-06-30
Filed2026-08-03

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Lester Murray Antman dba SimplyRich Institutional Holdings, Portfolio & P&L β€” TradeFomo