Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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Sponsored
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Sponsored
Sponsored
GOOG
-0.03%ALPHABET INC
Shares95.3K
Event2026-06-30
Filed2026-08-03
AAPL
-0.03%APPLE INC
Shares107.2K
Event2026-06-30
Filed2026-08-03
GOOGL
0.00%ALPHABET INC
Shares61.7K
Event2026-06-30
Filed2026-08-03
USMV
3.98%ISHARES TR
Shares226.6K
Event2026-06-30
Filed2026-08-03
MU
0.00%MICRON TECHNOLOGY INC
Shares15.9K
Event2026-06-30
Filed2026-08-03
TSM
0.00%TAIWAN SEMICONDUCTOR MFG LTD
Shares34.8K
Event2026-06-30
Filed2026-08-03
EEMV
-1.57%ISHARES INC
Shares218.9K
Event2026-06-30
Filed2026-08-03
EFAV
-0.07%ISHARES TR
Shares186.2K
Event2026-06-30
Filed2026-08-03
MSFT
-0.07%MICROSOFT CORP
Shares25.8K
Event2026-06-30
Filed2026-08-03
VISA INC
0.00%VISA INC
Shares23.6K
Event2026-06-30
Filed2026-08-03
UNITEDHEALTH GROUP INC
2.26%UNITEDHEALTH GROUP INC
Shares15.4K
Event2026-06-30
Filed2026-08-03
HD
-1.34%HOME DEPOT INC
Shares16.7K
Event2026-06-30
Filed2026-08-03
RSP
0.00%INVESCO EXCHANGE TRADED FD T
Shares26.1K
Event2026-06-30
Filed2026-08-03
SCCO
0.95%SOUTHERN COPPER CORP
Shares30.2K
Event2026-06-30
Filed2026-08-03
WMT
-0.10%WALMART INC
Shares45.7K
Event2026-06-30
Filed2026-08-03
NVO
14.79%NOVO-NORDISK A S
Shares97.3K
Event2026-06-30
Filed2026-08-03
CISCO SYS INC
-0.37%CISCO SYS INC
Shares34.8K
Event2026-06-30
Filed2026-08-03
MCK
0.04%MCKESSON CORP
Shares5.2K
Event2026-06-30
Filed2026-08-03
ASML
0.00%ASML HOLDING N V
Shares1.8K
Event2026-06-30
Filed2026-08-03
BRK.B
0.00%BERKSHIRE HATHAWAY INC DEL
Shares7.3K
Event2026-06-30
Filed2026-08-03
TJX
0.62%TJX COS INC NEW
Shares23.5K
Event2026-06-30
Filed2026-08-03
CI
-0.71%THE CIGNA GROUP
Shares12.4K
Event2026-06-30
Filed2026-08-03
REET
-7.62%ISHARES TR
Shares118.3K
Event2026-06-30
Filed2026-08-03
AMGN
0.00%AMGEN INC
Shares9.0K
Event2026-06-30
Filed2026-08-03
MCD
-0.37%MCDONALDS CORP
Shares10.8K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
0.00%BROADCOM INC
Shares7.5K
Event2026-06-30
Filed2026-08-03
NVS
0.00%NOVARTIS AG
Shares17.8K
Event2026-06-30
Filed2026-08-03
RTX CORPORATION
2.15%RTX CORPORATION
Shares14.5K
Event2026-06-30
Filed2026-08-03
MASTERCARD INCORPORATED
0.00%MASTERCARD INCORPORATED
Shares5.2K
Event2026-06-30
Filed2026-08-03
LMT
20593.25%LOCKHEED MARTIN CORP
Shares646.9K
Event2026-06-30
Filed2026-08-03
AMZN
0.00%AMAZON COM INC
Shares10.6K
Event2026-06-30
Filed2026-08-03
IX
5.08%ORIX CORP
Shares66.4K
Event2026-06-30
Filed2026-08-03
RBA
0.00%RB GLOBAL INC
Shares21.6K
Event2026-06-30
Filed2026-08-03
NOC
617.74%NORTHROP GRUMMAN CORP
Shares22.0K
Event2026-06-30
Filed2026-08-03
TM
69.10%TOYOTA MOTOR CORP
Shares15.5K
Event2026-06-30
Filed2026-08-03
BRK.A
327900.00%BERKSHIRE HATHAWAY INC DEL
Shares6.6K
Event2026-06-30
Filed2026-08-03
ELV
2.43%ELEVANCE HEALTH INC FORMERLY
Shares6.2K
Event2026-06-30
Filed2026-08-03
RELX
0.36%RELX PLC
Shares74.4K
Event2026-06-30
Filed2026-08-03
VNQ
448.79%VANGUARD INDEX FDS
Shares82.8K
Event2026-06-30
Filed2026-08-03
CHUBB LIMITED
-1.27%CHUBB LIMITED
Shares6.8K
Event2026-06-30
Filed2026-08-03
LRCX
2064.69%LAM RESEARCH CORP
Shares70.1K
Event2026-06-30
Filed2026-08-03
SHEL
0.00%SHELL PLC
Shares29.3K
Event2026-06-30
Filed2026-08-03
IBM
993.19%INTERNATIONAL BUSINESS MACHS
Shares53.7K
Event2026-06-30
Filed2026-08-03
PCAR
-0.17%PACCAR INC
Shares18.3K
Event2026-06-30
Filed2026-08-03
ADP
734.44%AUTOMATIC DATA PROCESSING IN
Shares42.4K
Event2026-06-30
Filed2026-08-03
EBAY
0.00%EBAY INC.
Shares19.2K
Event2026-06-30
Filed2026-08-03
BVN
83.81%COMPANIA DE MINAS BUENAVENTU
Shares82.7K
Event2026-06-30
Filed2026-08-03
CAT
0.00%CATERPILLAR INC
Shares2.0K
Event2026-06-30
Filed2026-08-03
HSBC
289.81%HSBC HLDGS PLC
Shares48.7K
Event2026-06-30
Filed2026-08-03
PNC
0.00%PNC FINL SVCS GROUP INC
Shares8.3K
Event2026-06-30
Filed2026-08-03
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares4.8K
Event2026-06-30
Filed2026-08-03
TGS
0.00%TRANSPORTADORA DE GAS SUR
Shares67.4K
Event2026-06-30
Filed2026-08-03
ACWV
0.23%ISHARES INC
Shares16.5K
Event2026-06-30
Filed2026-08-03
RACE
1.11%FERRARI N V
Shares5.3K
Event2026-06-30
Filed2026-08-03
GIB
6.01%CGI INC
Shares30.4K
Event2026-06-30
Filed2026-08-03
CNI
0.00%CANADIAN NATL RY CO
Shares16.4K
Event2026-06-30
Filed2026-08-03
ITW
1079.38%ILLINOIS TOOL WKS INC
Shares50.3K
Event2026-06-30
Filed2026-08-03
AFL
0.00%AFLAC INC
Shares16.5K
Event2026-06-30
Filed2026-08-03
IMO
0.00%IMPERIAL OIL LTD
Shares17.2K
Event2026-06-30
Filed2026-08-03
COSTCO WHSL CORP NEW
-0.24%COSTCO WHSL CORP NEW
Shares2.0K
Event2026-06-30
Filed2026-08-03
FDX
0.00%FEDEX CORP
Shares6.1K
Event2026-06-30
Filed2026-08-03
NGG
350.04%NATIONAL GRID PLC
Shares62.1K
Event2026-06-30
Filed2026-08-03
VIPS
-0.00%VIPSHOP HLDGS LTD
Shares143.9K
Event2026-06-30
Filed2026-08-03
SAP
131.77%SAP SE
Shares17.1K
Event2026-06-30
Filed2026-08-03
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWAR
Shares7.6K
Event2026-06-30
Filed2026-08-03
KOF
217.46%COCA-COLA FEMSA SAB DE CV
Shares33.6K
Event2026-06-30
Filed2026-08-03
UL
9.17%UNILEVER PLC
Shares30.6K
Event2026-06-30
Filed2026-08-03
JOHNSON CTLS INTL PLC
0.00%JOHNSON CTLS INTL PLC
Shares12.6K
Event2026-06-30
Filed2026-08-03
RSG
645.75%REPUBLIC SVCS INC
Shares38.9K
Event2026-06-30
Filed2026-08-03
CME
-0.17%CME GROUP INC
Shares8.1K
Event2026-06-30
Filed2026-08-03
CVS
95.50%CVS HEALTH CORP
Shares20.1K
Event2026-06-30
Filed2026-08-03
UNP
100.23%UNION PAC CORP
Shares7.8K
Event2026-06-30
Filed2026-08-03
INTC
0.00%INTEL CORP
Shares12.4K
Event2026-06-30
Filed2026-08-03
SRE
43.94%SEMPRA
Shares16.5K
Event2026-06-30
Filed2026-08-03
KO
58.10%COCA COLA CO
Shares20.0K
Event2026-06-30
Filed2026-08-03
DIS
97.38%DISNEY WALT CO
Shares20.9K
Event2026-06-30
Filed2026-08-03
BN
0.00%BROOKFIELD CORP
Shares35.4K
Event2026-06-30
Filed2026-08-03
ICE
0.00%INTERCONTINENTAL EXCHANGE IN
Shares11.9K
Event2026-06-30
Filed2026-08-03
PG
71.55%PROCTER AND GAMBLE CO
Shares11.7K
Event2026-06-30
Filed2026-08-03
MMC
2.19%MARSH & MCLENNAN COS INC
Shares5.8K
Event2026-06-30
Filed2026-08-03
RKT
0.00%ROCKET COS INC
Shares84.4K
Event2026-06-30
Filed2026-08-03
NKE
47.24%NIKE INC
Shares36.2K
Event2026-06-30
Filed2026-08-03
GRMN
4.24%GARMIN LTD
Shares5.5K
Event2026-06-30
Filed2026-08-03
BTI
53.94%BRITISH AMERN TOB PLC
Shares19.7K
Event2026-06-30
Filed2026-08-03
SLF
18.30%SUN LIFE FINANCIAL INC.
Shares12.4K
Event2026-06-30
Filed2026-08-03
CMCSA
-6.08%COMCAST CORP NEW
Shares49.2K
Event2026-06-30
Filed2026-08-03
MDLZ
11.67%MONDELEZ INTL INC
Shares14.9K
Event2026-06-30
Filed2026-08-03
RWO
0.00%SPDR INDEX SHS FDS
Shares23.2K
Event2026-06-30
Filed2026-08-03
RZV
-9.63%INVESCO EXCHANGE TRADED FD T
Shares7.6K
Event2026-06-30
Filed2026-08-03
VIG
3110.54%VANGUARD SPECIALIZED FUNDS
Shares99.6K
Event2026-06-30
Filed2026-08-03
EMR
614.98%EMERSON ELEC CO
Shares35.8K
Event2026-06-30
Filed2026-08-03
ANGLOGOLD ASHANTI PLC
0.00%ANGLOGOLD ASHANTI PLC
Shares13.2K
Event2026-06-30
Filed2026-08-03
PEP
21.43%PEPSICO INC
Shares6.3K
Event2026-06-30
Filed2026-08-03
FMX
73.81%FOMENTO ECONOMICO MEXICANO S
Shares9.4K
Event2026-06-30
Filed2026-08-03
ESLT
0.00%ELBIT SYS LTD
Shares1.4K
Event2026-06-30
Filed2026-08-03
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares8.1K
Event2026-06-30
Filed2026-08-03
DELL
0.00%DELL TECHNOLOGIES INC
Shares2.2K
Event2026-06-30
Filed2026-08-03
AMX
13.89%AMERICA MOVIL SAB DE CV
Shares36.4K
Event2026-06-30
Filed2026-08-03
CAH
0.00%CARDINAL HEALTH INC
Shares3.7K
Event2026-06-30
Filed2026-08-03
ASE TECHNOLOGY HLDG CO LTD
0.00%ASE TECHNOLOGY HLDG CO LTD
Shares17.7K
Event2026-06-30
Filed2026-08-03
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC
Shares2.2K
Event2026-06-30
Filed2026-08-03
MRK
0.00%MERCK & CO INC
Shares6.1K
Event2026-06-30
Filed2026-08-03
LIN
0.00%LINDE PLC
Shares1.5K
Event2026-06-30
Filed2026-08-03
NMR
0.00%NOMURA HLDGS INC
Shares88.1K
Event2026-06-30
Filed2026-08-03
NTES
20.40%NETEASE INC
Shares5.9K
Event2026-06-30
Filed2026-08-03
DHI
0.00%D R HORTON INC
Shares4.6K
Event2026-06-30
Filed2026-08-03
PYPL
0.00%PAYPAL HLDGS INC
Shares17.3K
Event2026-06-30
Filed2026-08-03
EBR
0.00%CENTRAIS ELET BRAS SA
Shares70.2K
Event2026-06-30
Filed2026-08-03
TC ENERGY CORP
-0.77%TC ENERGY CORP
Shares11.0K
Event2026-06-30
Filed2026-08-03
TTE
14.01%TOTALENERGIES SE
Shares9.2K
Event2026-06-30
Filed2026-08-03
GFI
20.40%GOLD FIELDS LTD
Shares20.8K
Event2026-06-30
Filed2026-08-03
WASTE MGMT INC DEL
-0.51%WASTE MGMT INC DEL
Shares3.1K
Event2026-06-30
Filed2026-08-03
AON
19.87%AON PLC
Shares2.1K
Event2026-06-30
Filed2026-08-03
COF
0.00%CAPITAL ONE FINL CORP
Shares3.4K
Event2026-06-30
Filed2026-08-03
CHT
0.00%CHUNGHWA TELECOM CO LTD
Shares14.9K
Event2026-06-30
Filed2026-08-03
ATAT
-0.25%ATOUR LIFESTYLE HLDGS LTD
Shares20.6K
Event2026-06-30
Filed2026-08-03
TSEM
0.00%TOWER SEMICONDUCTOR LTD
Shares2.5K
Event2026-06-30
Filed2026-08-03
ORLY
73.53%OREILLY AUTOMOTIVE INC
Shares6.9K
Event2026-06-30
Filed2026-08-03
LOGI
0.00%LOGITECH INTL S A
Shares6.7K
Event2026-06-30
Filed2026-08-03
LYB
0.00%LYONDELLBASELL INDUSTRIES N
Shares12.0K
Event2026-06-30
Filed2026-08-03
ENB
0.00%ENBRIDGE INC
Shares11.5K
Event2026-06-30
Filed2026-08-03
SBS
400.66%COMPANHIA DE SANEAMENTO BASI
Shares106.1K
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
0.00%META PLATFORMS INC
Shares1.1K
Event2026-06-30
Filed2026-08-03
DLS
-9.95%WISDOMTREE TR
Shares7.1K
Event2026-06-30
Filed2026-08-03
PBR
0.01%PETROLEO BRASILEIRO SA PETRO
Shares34.4K
Event2026-06-30
Filed2026-08-03
SPDR S&P 500 ETF TR
0.00%SPDR S&P 500 ETF TR
Shares694
Event2026-06-30
Filed2026-08-03
WTW
0.00%WILLIS TOWERS WATSON PLC LTD
Shares2.0K
Event2026-06-30
Filed2026-08-03
LNG
2.49%CHENIERE ENERGY INC
Shares2.1K
Event2026-06-30
Filed2026-08-03
ORACLE CORP
-18.23%ORACLE CORP
Shares3.4K
Event2026-06-30
Filed2026-08-03
AER
NewAERCAP HOLDINGS NV
Shares3.3K
Event2026-06-30
Filed2026-08-03
AEGON LTD
0.00%AEGON LTD
Shares56.4K
Event2026-06-30
Filed2026-08-03
GOGL
0.00%CMB.TECH NV
Shares33.2K
Event2026-06-30
Filed2026-08-03
DBP
0.00%INVESCO DB MULTI-SECTOR COMM
Shares5.0K
Event2026-06-30
Filed2026-08-03
T
-13.85%AT&T INC
Shares22.1K
Event2026-06-30
Filed2026-08-03
AGILENT TECHNOLOGIES INC
0.00%AGILENT TECHNOLOGIES INC
Shares3.4K
Event2026-06-30
Filed2026-08-03
DGX
0.00%QUEST DIAGNOSTICS INC
Shares2.1K
Event2026-06-30
Filed2026-08-03
MO
0.00%ALTRIA GROUP INC
Shares6.2K
Event2026-06-30
Filed2026-08-03
TEL
0.00%TE CONNECTIVITY PLC
Shares2.2K
Event2026-06-30
Filed2026-08-03
CRH
0.00%CRH PLC
Shares4.1K
Event2026-06-30
Filed2026-08-03
KSPI
NewKASPI KZ JSC
Shares5.0K
Event2026-06-30
Filed2026-08-03
BUD
NewANHEUSER BUSCH INBEV SA/NV
Shares5.2K
Event2026-06-30
Filed2026-08-03
B
0.00%BARRICK MNG CORP
Shares11.4K
Event2026-06-30
Filed2026-08-03
SKM
0.00%SK TELECOM CO LTD
Shares12.8K
Event2026-06-30
Filed2026-08-03
PBR.A
0.00%PETROLEO BRASILEIRO SA PETRO
Shares28.0K
Event2026-06-30
Filed2026-08-03
ALIBABA GROUP HLDG LTD
0.00%ALIBABA GROUP HLDG LTD
Shares4.3K
Event2026-06-30
Filed2026-08-03
GLD
0.00%SPDR GOLD TR
Shares1.1K
Event2026-06-30
Filed2026-08-03
VOD
-0.12%VODAFONE GROUP PLC NEW
Shares29.3K
Event2026-06-30
Filed2026-08-03
JANX
0.00%JANUX THERAPEUTICS INC
Shares24.3K
Event2026-06-30
Filed2026-08-03
VLO
0.00%VALERO ENERGY CORP
Shares1.4K
Event2026-06-30
Filed2026-08-03
MFC
-0.58%MANULIFE FINL CORP
Shares9.1K
Event2026-06-30
Filed2026-08-03
VZ
0.00%VERIZON COMMUNICATIONS INC
Shares8.6K
Event2026-06-30
Filed2026-08-03
TS
2.79%TENARIS S A
Shares5.8K
Event2026-06-30
Filed2026-08-03
PSA
0.00%PUBLIC STORAGE OPER CO
Shares999
Event2026-06-30
Filed2026-08-03
OTIS
NewOTIS WORLDWIDE CORP
Shares4.4K
Event2026-06-30
Filed2026-08-03
BKR
0.10%BAKER HUGHES COMPANY
Shares5.2K
Event2026-06-30
Filed2026-08-03
ALC
-16.08%ALCON AG
Shares3.8K
Event2026-06-30
Filed2026-08-03
CHKP
-40.58%CHECK POINT SOFTWARE TECH LT
Shares1.9K
Event2026-06-30
Filed2026-08-03
MPC
0.00%MARATHON PETE CORP
Shares984
Event2026-06-30
Filed2026-08-03
COP
NewCONOCOPHILLIPS
Shares2.4K
Event2026-06-30
Filed2026-08-03
ZTO
-0.17%ZTO EXPRESS CAYMAN INC
Shares11.1K
Event2026-06-30
Filed2026-08-03
BNTX
-0.34%BIONTECH SE
Shares2.7K
Event2026-06-30
Filed2026-08-03
BKNG
2400.00%BOOKING HOLDINGS INC
Shares1.4K
Event2026-06-30
Filed2026-08-03
FOX
-4.78%FOX CORP
Shares5.2K
Event2026-06-30
Filed2026-08-03
ABEV
0.00%AMBEV SA
Shares75.0K
Event2026-06-30
Filed2026-08-03
TRIP COM GROUP LTD
-3.05%TRIP COM GROUP LTD
Shares5.8K
Event2026-06-30
Filed2026-08-03
NTR
NewNUTRIEN LTD
Shares3.6K
Event2026-06-30
Filed2026-08-03
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available