13FBOX
Lester Murray Antman dba SimplyRich · 13F Holdings
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Lester Murray Antman dba SimplyRich

No.4847 Data as of 2026Q2
Latest AUM (Q2 2026)
$404.3M
QoQ Change Q1 2026
+$14.0M+3.6%
Holdings
233
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
233
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAlphabet Inc Class CGOOG
6.76%7.01%$27.3M95,336$27.3M95,33600.00%Unchanged
APPLE INCAAPL
6.73%6.97%$27.2M107,245$27.2M107,24500.00%Unchanged
IISHARES TRUSMV
5%5.18%$20.2M217,943$20.2M217,94300.00%Unchanged
MICRON TECHNOLOGY INCMU
4.54%1.38%$18.3M15,900$5.4M15,90000.00%Unchanged
ALPHABET INCGOOGL
4.39%4.55%$17.7M61,722$17.7M61,72200.00%Unchanged
IISHARES TREFAV
4.21%4.36%$17.0M186,312$17.0M186,31200.00%Unchanged
IISHARES INCEEMV
3.56%3.69%$14.4M222,435$14.4M222,43500.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
2.91%3.01%$11.8M34,816$11.8M34,81600.00%Unchanged
MICROSOFT CORPMSFT
2.36%2.45%$9.6M25,817$9.6M25,81700.00%Unchanged
VISA INCV
1.76%1.82%$7.1M23,551$7.1M23,55100.00%Unchanged
WALMART INCWMT
1.41%1.46%$5.7M45,727$5.7M45,72700.00%Unchanged
HOME DEPOT INCHD
1.38%1.43%$5.6M16,938$5.6M16,93800.00%Unchanged
SOUTHERN COPPER CORPSCCO
1.27%1.32%$5.1M29,881$5.1M29,88100.00%Unchanged
IINVESCO EXCHANGE TRADED FD TRSP
1.24%1.28%$5.0M26,084$5.0M26,08400.00%Unchanged
MCKESSON CORP COMMCK
1.11%1.15%$4.5M5,192$4.5M5,19200.00%Unchanged
UNITEDHEALTH GROUP INCUNH
1.01%1.05%$4.1M15,101$4.1M15,10100.00%Unchanged
TJX COS INC NEWTJX
0.92%0.96%$3.7M23,358$3.7M23,35800.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.86%0.89%$3.5M7,259$3.5M7,25900.00%Unchanged
MCDONALDS CORPMCD
0.83%0.86%$3.4M10,804$3.4M10,80400.00%Unchanged
CCIGNA GROUPLIBD
0.82%0.85%$3.3M12,467$3.3M12,46700.00%Unchanged
IISHARES TRREET
0.8%0.83%$3.2M128,087$3.2M128,08700.00%Unchanged
AMGEN INC COMAMGN
0.78%0.81%$3.2M8,999$3.2M8,99900.00%Unchanged
NOVO-NORDISK A SNVO
0.77%0.8%$3.1M84,741$3.1M84,74100.00%Unchanged
RTX CORPORATIONRTX
0.68%0.7%$2.7M14,216$2.7M14,21600.00%Unchanged
SHELL PLCSHEL
0.67%0.7%$2.7M29,281$2.7M29,28100.00%Unchanged
CISCO SYS INCCSCO
0.67%0.7%$2.7M34,978$2.7M34,97800.00%Unchanged
NOVARTIS AGNVS
0.67%0.7%$2.7M17,763$2.7M17,76300.00%Unchanged
MASTERCARD INCORPORATEDMA
0.64%0.66%$2.6M5,162$2.6M5,16200.00%Unchanged
RELX PLC SPONSORED ADRRELX
0.61%0.63%$2.5M74,173$2.5M74,17300.00%Unchanged
ASML HLDG NVASML
0.6%0.62%$2.4M1,830$2.4M1,83000.00%Unchanged
CME GROUP INCCME
0.6%0.62%$2.4M8,161$2.4M8,16100.00%Unchanged
TTRANSPORTADORA DE GAS SURTGS
0.58%0.6%$2.3M67,415$2.3M67,41500.00%Unchanged
BROADCOM INCAVGO
0.57%0.59%$2.3M7,471$2.3M7,47100.00%Unchanged
VIPSHOP HOLDINGS LTDVIPS
0.56%0.58%$2.3M143,879$2.3M143,87900.00%Unchanged
IIMPERIAL OIL LTDIMO
0.56%0.58%$2.2M17,166$2.2M17,16600.00%Unchanged
CHUBB LIMITEDCB
0.55%0.57%$2.2M6,862$2.2M6,86200.00%Unchanged
AMAZON COM INCAMZN
0.55%0.57%$2.2M10,646$2.2M10,64600.00%Unchanged
FEDEX CORPFDX
0.54%0.56%$2.2M6,100$2.2M6,10000.00%Unchanged
PACCAR INCPCAR
0.52%0.54%$2.1M18,359$2.1M18,35900.00%Unchanged
MOTOROLA SOLUTIONS INCMSI
0.52%0.54%$2.1M4,845$2.1M4,84500.00%Unchanged
CCGI INCGIB
0.52%0.54%$2.1M28,633$2.1M28,63300.00%Unchanged
NORTHROP GRUMMAN CORP COMNOC
0.52%0.54%$2.1M3,067$2.1M3,06700.00%Unchanged
RRB GLOBAL INCRBA
0.51%0.53%$2.1M21,603$2.1M21,60300.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
0.5%0.52%$2.0M2,047$2.0M2,04700.00%Unchanged
IISHARES TRIEI
0.49%0.5%$2.0M16,421$2.0M16,42100.00%Unchanged
OORIX CORP SPONSORED ADRIX
0.47%0.49%$1.9M63,234$1.9M63,23400.00%Unchanged
LOCKHEED MARTIN CORPLMT
0.47%0.48%$1.9M3,126$1.9M3,12600.00%Unchanged
TOYOTA MOTOR CORP ADSTM
0.47%0.48%$1.9M9,168$1.9M9,16800.00%Unchanged
INTERCONTINENTAL EXCHANGE INC COMICE
0.46%0.48%$1.9M11,895$1.9M11,89500.00%Unchanged
AFLAC INC COMAFL
0.45%0.46%$1.8M16,468$1.8M16,46800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow