Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lester Murray Antman dba SimplyRich (CIK 1725888) reported $390.9M across 232 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($27.3M, 7.00%), AAPL ($27.2M, 6.96%), USMV ($20.2M, 5.17%), GOOGL ($17.7M, 4.54%), EFAV ($17.0M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CLASS CLASS C | $27.3M | 7.00% | 95,336 | Trimmed |
| 2 | AAPL | APPLE INC | $27.2M | 6.96% | 107,245 | Trimmed |
| 3 | USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $20.2M | 5.17% | 217,943 | Trimmed |
| 4 | GOOGL | ALPHABET INC CLASS CLASS A | $17.7M | 4.54% | 61,722 | Hold |
| 5 | EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $17.0M | 4.35% | 186,312 | Trimmed |
| 6 | EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $14.4M | 3.68% | 222,435 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $11.8M | 3.01% | 34,816 | Hold |
| 8 | MSFT | MICROSOFT CORP | $9.6M | 2.44% | 25,817 | Trimmed |
| 9 | V | VISA INC CLASS CLASS A | $7.1M | 1.82% | 23,551 | Trimmed |
| 10 | WMT | WALMART INC | $5.7M | 1.45% | 45,727 | Trimmed |
| 11 | HD | HOME DEPOT INC | $5.6M | 1.42% | 16,938 | Trimmed |
| 12 | MU | MICRON TECHNOLOGY INC | $5.4M | 1.37% | 15,900 | Hold |
| 13 | SCCO | SOUTHERN COPPER CORP | $5.1M | 1.32% | 29,881 | Added |
| 14 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $5.0M | 1.28% | 26,084 | Hold |
| 15 | MCK | MCKESSON CORP | $4.5M | 1.15% | 5,192 | Trimmed |
| 16 | UNH | UNITEDHEALTH GROUP INC | $4.1M | 1.05% | 15,101 | Trimmed |
| 17 | TJX | TJX COS INC NEW | $3.7M | 0.95% | 23,358 | Hold |
| 18 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $3.5M | 0.89% | 7,259 | Trimmed |
| 19 | MCD | MCDONALDS CORP | $3.4M | 0.86% | 10,804 | Trimmed |
| 20 | CI | THE CIGNA GROUP | $3.3M | 0.85% | 12,467 | Trimmed |
| 21 | REET | ISHARES GLOBAL REIT ETF | $3.2M | 0.82% | 128,087 | Trimmed |
| 22 | AMGN | AMGEN INC | $3.2M | 0.81% | 8,999 | Hold |
| 23 | NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.1M | 0.80% | 84,741 | Trimmed |
| 24 | SHEL | SHELL PLC FTENDER OFFER EXP: | $2.7M | 0.70% | 29,281 | Trimmed |
| 25 | RTX | RTX CORP | $2.7M | 0.70% | 14,216 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31