Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2025)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Lester Murray Antman Dba Simplyrich has $358.87 thousand in total holdings as of December 31, 2024.
Lester Murray Antman Dba Simplyrich owns shares of 214 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 1.71% of the portfolio was purchased this quarter.
About 1.87% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 214 new stocks and bought additional shares in 24 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 60 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple: $22,234
iShares MSCI USA Min Vol Factor ETF: $20,555
Alphabet: $17,583
iShares MSCI EAFE Min Vol Factor ETF: $17,102
iShares MSCI Emerging Markets Min Vol Factor ETF: $15,914

Largest New Holdings this Quarter

204448104 - Buenaventura Mining: $724 Holding
M3760D101 - Elbit Systems: $461 Holding
71654V101 - Petroleo Brasileiro S.A.- Petrobras: $320 Holding
78440P306 - SK Telecom: $283 Holding
058498106 - Ball: $266 Holding

Largest Purchases this Quarter

Buenaventura Mining: 44,105 shares (about $724.00)
iShares MSCI USA Min Vol Factor ETF: 7,060 shares (about $662.72)
Elbit Systems: 1,026 shares (about $461.00)
Novo Nordisk A/S: 5,797 shares (about $400.07)
O'Reilly Automotive: 3,747 shares (about $336.81)

Largest Sales this Quarter

American Noble Gas: 15,247 shares (about $282.28)
LINDE PLC F: 594 shares (about $278.58)
iShares MSCI Emerging Markets Min Vol Factor ETF: 4,067 shares (about $255.41)
Logitech International: 2,666 shares (about $240.11)
Nomura: 32,785 shares (about $215.29)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$22,234	$38 ▼	-0.2%	108,370	6.2%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$20,555	$663 ▲	3.3%	218,975	5.7%	ETF
GOOG Alphabet	$17,583	$10 ▼	-0.1%	99,122	4.9%	Computer and Technology
EFAV iShares MSCI EAFE Min Vol Factor ETF	$17,102	$3 ▼	0.0%	203,456	4.8%	ETF
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$15,914	$255 ▼	-1.6%	253,407	4.4%	ETF
MSFT Microsoft	$13,026	$36 ▼	-0.3%	26,189	3.6%	Computer and Technology
GOOGL Alphabet	$10,881		0.0%	61,747	3.0%	Computer and Technology
V Visa	$8,362		0.0%	23,552	2.3%	Business Services
TSM Taiwan Semiconductor Manufacturing	$7,903		0.0%	34,895	2.2%	Computer and Technology
NVO Novo Nordisk A/S	$6,377	$400 ▲	6.7%	92,403	1.8%	Medical
HD Home Depot	$6,258		0.0%	17,071	1.7%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$4,740		0.0%	26,084	1.3%	ETF
UNH UnitedHealth Group	$4,715	$17 ▼	-0.4%	15,114	1.3%	Medical
WMT Walmart	$4,477		0.0%	45,792	1.2%	Retail/Wholesale
RELX Relx	$4,401		0.0%	81,000	1.2%	Computer and Technology
REET iShares Global REIT ETF	$4,184	$175 ▼	-4.0%	169,422	1.2%	ETF
CI Cigna Group	$4,133		0.0%	12,504	1.2%	Medical
MCK McKesson	$3,803		0.0%	5,191	1.1%	Medical
BRK.B Berkshire Hathaway	$3,535		0.0%	7,278	1.0%	Finance
MCD McDonald's	$3,170	$1 ▼	0.0%	10,853	0.9%	Retail/Wholesale
GIB CGI Group	$3,095	$1 ▼	0.0%	29,532	0.9%	Computer and Technology
MA Mastercard	$2,900		0.0%	5,162	0.8%	Business Services
SCCO Southern Copper	$2,897	$27 ▲	1.0%	28,637	0.8%	Basic Materials
TJX TJX Companies	$2,884		0.0%	23,358	0.8%	Retail/Wholesale
RACE Ferrari	$2,618	$7 ▲	0.3%	5,335	0.7%	Auto/Tires/Trucks
AMGN Amgen	$2,520	$19 ▼	-0.7%	9,027	0.7%	Medical
AMZN Amazon.com	$2,474		0.0%	11,280	0.7%	Retail/Wholesale
CSCO Cisco Systems	$2,439	$2 ▼	-0.1%	35,166	0.7%	Computer and Technology
ACN Accenture	$2,417		0.0%	8,088	0.7%	Computer and Technology
ELV Elevance Health	$2,396	$70 ▼	-2.8%	6,161	0.7%	Medical
CME CME Group	$2,252		0.0%	8,172	0.6%	Finance
SAP SAP	$2,242		0.0%	7,375	0.6%	Computer and Technology
RBA RB Global	$2,212		0.0%	20,839	0.6%	Business Services
VIPS Vipshop	$2,198	$77 ▼	-3.4%	146,068	0.6%	Computer and Technology
ICE Intercontinental Exchange	$2,182		0.0%	11,895	0.6%	Finance
MSI Motorola Solutions	$2,167		0.0%	5,155	0.6%	Computer and Technology
NVS Novartis	$2,151		0.0%	17,776	0.6%	Medical
COST Costco Wholesale	$2,105		0.0%	2,127	0.6%	Retail/Wholesale
RTX RTX	$2,075		0.0%	14,216	0.6%	Aerospace
SHEL Shell	$2,066	$5 ▼	-0.2%	29,344	0.6%	Energy
AVGO Broadcom	$2,063		0.0%	7,486	0.6%	Computer and Technology
CB Chubb	$2,013		0.0%	6,949	0.6%	Finance
MU Micron Technology	$1,959		0.0%	15,900	0.5%	Computer and Technology
UL Unilever	$1,928		0.0%	31,531	0.5%	Consumer Staples
ADP Automatic Data Processing	$1,897		0.0%	6,152	0.5%	Computer and Technology
ACWV iShares MSCI Global Min Vol Factor ETF	$1,895	$37 ▲	2.0%	15,985	0.5%	ETF
CMCSA Comcast	$1,868	$110 ▲	6.3%	52,358	0.5%	Consumer Discretionary
CNI Canadian National Railway	$1,866	$72 ▼	-3.7%	17,942	0.5%	Transportation
TTWO Take-Two Interactive Software	$1,835		0.0%	7,560	0.5%	Consumer Discretionary
AFL Aflac	$1,760		0.0%	16,693	0.5%	Finance
NKE NIKE	$1,757	$7 ▼	-0.4%	24,740	0.5%	Consumer Discretionary
PCAR PACCAR	$1,707	$156 ▼	-8.4%	17,966	0.5%	Auto/Tires/Trucks
TGS Transportadora De Gas Sa Ord B	$1,671		0.0%	64,518	0.5%	Energy
FI Fiserv	$1,623		0.0%	9,418	0.5%	Business Services
TM Toyota Motor	$1,592	$84 ▼	-5.0%	9,247	0.4%	Auto/Tires/Trucks
LVMUY LVMH-Moet Hennessy Louis Vuitton	$1,554		0.0%	14,800	0.4%	Consumer Discretionary
PNC The PNC Financial Services Group	$1,538		0.0%	8,255	0.4%	Finance
NOC Northrop Grumman	$1,533		0.0%	3,067	0.4%	Aerospace
ASML ASML	$1,525		0.0%	1,903	0.4%	Computer and Technology
LMT Lockheed Martin	$1,479	$21 ▲	1.4%	3,195	0.4%	Aerospace
BRK.A Berkshire Hathaway	$1,457		0.0%	2	0.4%	Finance
BN Brookfield	$1,457		0.0%	23,569	0.4%	Finance
IBM International Business Machines	$1,456		0.0%	4,942	0.4%	Computer and Technology
EBAY eBay	$1,431		0.0%	19,220	0.4%	Retail/Wholesale
TRI Thomson Reuters	$1,422		0.0%	7,074	0.4%	Business Services
FDX FedEx	$1,386	$33 ▼	-2.3%	6,100	0.4%	Transportation
IMO Imperial Oil	$1,372		0.0%	17,266	0.4%	Energy
VNQ Vanguard Real Estate ETF	$1,366		0.0%	15,344	0.4%	ETF
PYPL PayPal	$1,365	$41 ▼	-2.9%	18,370	0.4%	Business Services
JCI Johnson Controls International	$1,331		0.0%	12,603	0.4%	Construction
DIS Walt Disney	$1,310	$5 ▼	-0.4%	10,567	0.4%	Consumer Discretionary
RSG Republic Services	$1,286		0.0%	5,215	0.4%	Business Services
MMC Marsh & McLennan Companies	$1,283	$81 ▼	-5.9%	5,871	0.4%	Finance
AZN AstraZeneca	$1,248	$58 ▲	4.9%	17,862	0.3%	Medical
NTTYY NTT	$1,167	$6 ▼	-0.5%	43,611	0.3%	Utilities
COOP MR. COOPER GROUP	$1,145	$23 ▼	-2.0%	7,677	0.3%	Finance
MDLZ Mondelez International	$1,137	$16 ▲	1.4%	16,871	0.3%	Consumer Staples
GRMN Garmin	$1,114	$13 ▼	-1.2%	5,339	0.3%	Computer and Technology
PG Procter & Gamble	$1,091		0.0%	6,854	0.3%	Consumer Staples
ABBNY ABB	$1,078		0.0%	18,073	0.3%	Industrials
ITW Illinois Tool Works	$1,055		0.0%	4,267	0.3%	Industrials
KOF Coca Cola Femsa	$1,041		0.0%	10,765	0.3%	Consumer Staples
IX Orix Corp Ads	$1,027	$319 ▲	45.1%	45,636	0.3%	Finance
RWO SPDR Dow Jones Global Real Estate ETF	$1,025		0.0%	23,237	0.3%	ETF
NGG National Grid Transco	$960	$81 ▼	-7.8%	12,905	0.3%	Utilities
WIT Wipro	$915	$68 ▼	-6.9%	303,074	0.3%	Computer and Technology
ORCL Oracle	$899		0.0%	4,113	0.3%	Computer and Technology
RZV Invesco S&P SmallCap 600 Pure Value ETF	$897	$6 ▼	-0.6%	8,567	0.2%	ETF
UNP Union Pacific	$897	$8 ▼	-0.9%	3,901	0.2%	Transportation
KO CocaCola	$889		0.0%	12,566	0.2%	Consumer Staples
SRE Sempra Energy	$864	$83 ▼	-8.8%	11,410	0.2%	Utilities
CHKP Check Point Software Technologies	$814	$16 ▲	2.0%	3,680	0.2%	Computer and Technology
META Meta Platforms	$781		0.0%	1,059	0.2%	Computer and Technology
CAT Caterpillar	$774		0.0%	1,996	0.2%	Industrials
LINDE PLC F	$756	$279 ▼	-26.9%	1,612	0.2%	FGO
SONY Sony	$756		0.0%	29,067	0.2%	Consumer Discretionary
HSBC HSBC	$749		0.0%	12,336	0.2%	Finance
WM Waste Management	$727		0.0%	3,178	0.2%	Business Services
BVN Buenaventura Mining	$724	$724 ▲	New Holding	44,105	0.2%	Basic Materials
COF Capital One Financial	$718	$93 ▲	14.8%	3,375	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2025)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2025)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLester Murray Antman Dba Simplyrich

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools