Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich reported 166 stocks worth $427K in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are GOOG (7.9%), AAPL (7.3%) and GOOGL (5.2%). Compared with Q1 2026, the fund added to USMV, UNH and SCCO, trimmed EEMV, HD and CSCO and sold out of AZN, LVMUY and ABBNY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $34K | 7.9% | 95K | No change | 8 of 8 | |
| 2 |  AAPL Apple Inc | $31K | 7.3% | 107K | No change | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $22K | 5.2% | 62K | No change | 8 of 8 | |
| 4 |  USMV Ishares TR | $22K | 5.1% | 227K | +8,670 (+4%) | 8 of 8 | |
| 5 |  MU Micron Technology Inc | $18K | 4.3% | 16K | No change | 8 of 8 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $17K | 3.9% | 35K | No change | 8 of 8 | |
| 7 |  EEMV Ishares Msci Emerging Markets Min Vol Factor ETF | $16K | 3.9% | 219K | −3,494 (−2%) | 8 of 8 | |
| 8 |  EFAV Ishares TR | $16K | 3.8% | 186K | No change | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $10K | 2.3% | 26K | No change | 8 of 8 | |
| 10 |  V Visa Inc | $8K | 1.9% | 24K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AZN Astrazeneca PLC Ord | $2K | 9,047 |
 LVMUY Lvmh Moet Hennessy Lou Vuitton ADR | $2K | 15K |
 ABBNY Abb Ltd | $1K | 18K |
 NTTYY Nippon Tel & Tel Corp ADR | $1K | 44K |
 KMTUY Komatsu Spon Adr Each Rep 1 Ord Npv Shs | $690 | 18K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Lester Murray Antman dba SimplyRich 13F FAQ
What does Lester Murray Antman dba SimplyRich own?
Lester Murray Antman dba SimplyRich reported 166 stocks worth $427K in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are GOOG (7.9%), AAPL (7.3%) and GOOGL (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Lester Murray Antman dba SimplyRich buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 54 added to, 26 trimmed and 73 sold out. It sold all of AZN, LVMUY and ABBNY.
When will Lester Murray Antman dba SimplyRich file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lester Murray Antman dba SimplyRich's portfolio worth?
The Q2 2026 filing reports $427K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.