← Back to Discover

Lester Murray Antman dba SimplyRich

Period ended Sep 30, 2026 · Latest filing Nov 6, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $427,757,533

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE INC · COM · 037833100 · shares: $34,726,660
  2. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $32,248,315
  3. ISHARES TR · MSCI USA MIN ETF · 46429B697 · shares: $22,219,944
  4. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $21,205,994
  5. ISHARES TR · MSCI EAFE MIN VL · 46429B689 · shares: $16,966,596
  6. MICRON TECHNOLOGY INC · COM · 595112103 · shares: $16,935,249
  7. ISHARES INC · MSCI EMERG MRKT · 464286533 · shares: $15,530,345
  8. TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $15,526,427
  9. MICROSOFT CORP · COM · 594918104 · shares: $12,979,447
  10. VISA INC · COM CL A · 92826C839 · shares: $8,378,857

Reported holdings

223 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
EMERSON ELEC COCOM291011104 — 5,008 shares $776,741
PETROLEO BRASILEIRO S ASPONSORED ADR71654V408 — 36,980 shares $771,773
BRITISH AMERN TOB PLCSPONSORED ADR110448107 — 14,024 shares $762,906
MONDELEZ INTL INCCL A609207105 — 13,139 shares $759,697
CHUNGHWA TELECOM CO LTDSPON ADR NEW1117133Q502 — 16,131 shares $733,638
GOLD FIELDS LTDSPONSORED ADR38059T106 — 20,230 shares $730,708
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844 — 3,102 shares $723,728
TARGET CORPCOM87612E106 — 4,581 shares $717,797
NETEASE COM INCSPONSORED ADS64110W102 — 5,896 shares $714,359
NIKE INCCL B654106103 — 19,779 shares $700,177
DEERE & COCOM244199105 — 1,026 shares $689,010
LYONDELLBASELL INDUSTRIES NVSHS - A -N53745100 — 11,976 shares $688,261
RIO TINTO PLCSPONSORED ADR767204100 — 7,256 shares $683,298
AMERICA MOVIL SAB DE CVSPON ADS RP CL B02390A101 — 31,933 shares $676,660
LINDE PLCSHSG54950103 — 1,417 shares $672,579
ATOUR LIFESTYLE HLDGS LTDSPONSORED ADS04965M106 — 20,602 shares $672,037
CAPITAL ONE FINL CORPCOM14040H105 — 3,375 shares $651,611
FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS344419106 — 5,400 shares $640,224
SONY GROUP CORPSPONSORED ADR835699307 — 27,092 shares $637,475
WASTE MGMT INC DELCOM94106L109 — 3,117 shares $635,619
TC ENERGY CORPCOM87807B107 — 10,982 shares $634,540
D R HORTON INCCOM23331A109 — 4,595 shares $627,907
LOGITECH INTL S ASHSH50430232 — 6,190 shares $625,128
PEPSICO INCCOM713448108 — 4,918 shares $623,209
WISDOMTREE TRINTL SMCAP DIV97717W760 — 7,110 shares $619,975
CMB.TECH NVSHSB38564108 — 32,632 shares $617,724
TOWER SEMICONDUCTOR LTDSHS NEWM87915274 — 2,643 shares $601,097
AGILENT TECHNOLOGIES INCCOM00846U101 — 3,400 shares $585,854
MANULIFE FINL CORPCOM56501R106 — 13,746 shares $585,442
CHENIERE ENERGY INCCOM NEW16411R208 — 2,173 shares $584,602
HALEON PLCSPON ADS405552100 — 63,827 shares $574,443
PEARSON PLCSPONSORED ADR705015105 — 35,278 shares $566,212
TAKEDA PHARMACEUTICAL CO LTDSPONSORED ADS874060205 — 30,604 shares $556,687
VALERO ENERGY CORPCOM91913Y100 — 1,435 shares $556,220
SUNCOR ENERGY INC NEWCOM867224107 — 8,180 shares $555,177
COMPANHIA DE SANEAMENTO BASISPONSORED ADR20441A102 — 102,760 shares $545,656
WILLIS TOWERS WATSON PLC LTDSHSG96629103 — 1,891 shares $545,043
INFOSYS LTDSPONSORED ADR456788108 — 49,901 shares $536,935
ENBRIDGE INCCOM29250N105 — 11,475 shares $533,473
PETROLEO BRASILEIRO S ASP ADR NON VTG71654V101 — 28,035 shares $532,385
ANHEUSER BUSCH INBEV SA NVSPONSORED ADR03524A108 — 7,217 shares $530,233
STATE STR SPDR S&P 500 ETF TTR UNIT78462F103 — 694 shares $529,265
KASPI KZ JSCSPONSORED ADS48581R205 — 5,446 shares $512,251
CANADIAN NAT RES LTD MED TERCOM136385101 — 10,667 shares $502,096
QUEST DIAGNOSTICS INCCOM74834L100 — 2,111 shares $492,011
OREILLY AUTOMOTIVE INCCOM67103H107 — 5,723 shares $488,801
AEGON LTDAMER REG 1 CERT0076CA104 — 56,361 shares $486,395
AERCAP HOLDINGS NVSHSN00985106 — 3,368 shares $483,375
TENARIS S ASPONSORED ADS88031M109 — 8,724 shares $481,390
INVESCO DB MULTI-SECTOR COMMPRECIOUS METAL46140H502 — 5,000 shares $477,679
BAIDU INCSPON ADR REP A056752108 — 5,498 shares $477,611
AON PLCSHS CL AG0403H108 — 1,711 shares $473,553
VODAFONE GROUP PLCSPONSORED ADR92857W308 — 29,263 shares $472,597
FRESENIUS MEDICAL CARE AGSPONSORED ADR358029106 — 20,814 shares $465,817
BARRICK MNG CORPCOM SHS06849F108 — 11,449 shares $465,631
TE CONNECTIVITY PLCORD SHSG87052109 — 2,200 shares $464,376
PHILIP MORRIS INTL INCCOM718172109 — 2,427 shares $463,120
ORACLE CORPCOM68389X105 — 3,333 shares $457,621
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102 — 4,246 shares $456,615
SK TELECOM CO LTDSPONSORED ADR78440P306 — 12,780 shares $446,150
NUTRIEN LTDCOM67077M108 — 6,337 shares $445,174
CHARLES SCHWAB CORP (THE)COM808513105 — 4,510 shares $440,807
VALE S ASPONSORED ADS91912E105 — 32,477 shares $435,517
NOKIA CORPSPONSORED ADR654902204 — 42,586 shares $431,822
CONOCOPHILLIPSCOM20825C104 — 3,441 shares $430,641
TEVA PHARMACEUTICAL INDS LTDSHSM8769Q102 — 10,846 shares $429,502
JANUX THERAPEUTICS INCCOM47103J105 — 24,315 shares $420,163
ALTRIA GROUP INCCOM02209S103 — 6,199 shares $417,441
SPDR GOLD TRGOLD SHS78463V107 — 1,089 shares $414,735
GENERAL DYNAMICS CORPCOM369550108 — 1,203 shares $399,191
ISHARES TRSP SMCP600VL ETF464287879 — 3,102 shares $397,366
MARATHON PETE CORPCOM56585A102 — 984 shares $389,093
CHEVRON CORPORATIONCOM166764100 — 1,867 shares $381,260
FORTINET INCCOM34959E109 — 2,123 shares $379,507
VERIZON COMMUNICATIONS INCCOM92343V104 — 7,945 shares $364,437
SYSCO CORPCOM871829107 — 4,607 shares $359,162
VERISK ANALYTICS INCCOM92345Y106 — 2,135 shares $358,360
ONEOK INC NEWCOM30609A109 — 4,111 shares $350,545
CRH PLCORDG25508105 — 4,084 shares $338,155
TELEFONAKTIEBOLAGET LM ERICSADR B SEK 10294821608 — 36,624 shares $335,110
AT&T INCCOM00206R102 — 13,572 shares $331,157
FEDEX FGHT HLDG CO INCCOMMON STOCK314352105 — 3,024 shares $330,765
ISHARES TR1 3 YR TREAS BD464287457 — 4,060 shares $329,672
US BANCORPCOM NEW902973304 — 5,704 shares $329,463
ARCHER DANIELS MIDLAND COCOM039483102 — 4,126 shares $327,522
VEEVA SYS INCCL A COM922475108 — 1,132 shares $323,129
KOREA ELEC PWR CORPSPONSORED ADR500631106 — 29,148 shares $319,462
EAST WEST BANCORP INCCOM27579R104 — 2,539 shares $314,658
WHEATON PRECIOUS METALS CORPCOM962879102 — 2,313 shares $309,294
AUTOZONE INCCOM053332102 — 105 shares $297,152
BUNGE GLOBAL SACOM SHSH11356104 — 2,777 shares $297,000
FOX CORPCL B COM35137L204 — 5,235 shares $294,731
OTIS WORLDWIDE CORPCOM68902V107 — 4,491 shares $288,861
FIRST HORIZON CORPORATIONCOM320517105 — 12,472 shares $287,105
BAKER HUGHES COMPANYCL A05722G100 — 5,190 shares $284,931
TORONTO DOMINION BK ONTCOM NEW891160509 — 2,400 shares $282,072
SNAP ON INCCOM833034101 — 769 shares $279,416
BROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS113004105 — 6,245 shares $278,402
EXPEDITORS INTL WASH INCCOM302130109 — 1,484 shares $274,006
ALLEGION PLCORD SHSG0176J109 — 1,768 shares $271,865