Lester Murray Antman Dba Simplyrich Holdings & Portfolio - 13F Filings Analysis - Stocknear

Lester Murray Antman Dba Simplyrich

CIK Number: 0001725888

358.87M
Market Value
202
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
239.69
-0.04% 108.55K -0.09% 24.11M 42.51 6.98% Share
2 USMV iShares MSCI US...
94.01
-0.21% 211.91K +12.56% 19.85M 79.82 5.74% Share
3 EFAV iShares MSCI EA...
85.41
+0.56% 203.49K +0.76% 15.86M 69.5 4.59% Share
4 GOOG Alphabet Inc.
235.17
+1.08% 99.18K -0.05% 15.49M 54.96 4.48% Share
5 EEMV iShares MSCI Em...
63.04
+0.51% 257.47K -1.02% 15.02M 55.75 4.35% Share
6 MSFT Microsoft Corpo...
495.00
-2.55% 26.26K -0.05% 9.86M 85.96 2.85% Share
7 GOOGL Alphabet Inc.
235.00
+1.16% 61.75K 0.00% 9.55M 55.05 2.76% Share
8 V Visa Inc.
343.12
-2.24% 23.55K 0.00% 8.25M 115.39 2.39% Share
9 UNH UnitedHealth Gr...
315.40
+1.62% 15.17K 0.00% 7.94M 224.49 2.30% Share
10 HD The Home Depot,...
419.00
+1.78% 17.07K -0.17% 6.26M 193.4 1.81% Share
11 NVO Novo Nordisk A/...
55.20
-1.67% 86.61K +0.61% 6.01M 28.01 1.74% Share
12 TSM Taiwan Semicond...
243.44
+3.50% 34.9K 0.00% 5.79M 41.83 1.68% Share
13 RSP Invesco S&P 500...
188.42
+0.11% 26.08K +0.19% 4.52M 157.86 1.31% Share
14 REET iShares Global ...
25.59
+0.95% 176.52K -31.69% 4.28M 24.18 1.24% Share
15 CI The Cigna Group
305.37
+0.44% 12.5K 0.00% 4.11M 237.09 1.19% Share
16 RELX RELX Plc
47.06
+0.57% 81K -0.01% 4.08M 24.27 1.18% Share
17 WMT Walmart Inc.
100.52
-0.41% 45.79K +0.00% 4.02M 35.26 1.16% Share
18 BRK-B Berkshire Hatha...
499.86
-1.39% 7.28K 0.00% 3.88M 222.17 1.12% Share
19 MCK McKesson Corpor...
687.11
-0.63% 5.19K 0.00% 3.49M 149.84 1.01% Share
20 MCD McDonald's Corp...
314.46
-0.8% 10.86K -0.39% 3.39M 183.03 0.98% Share
21 GIB CGI Inc.
96.70
+1.48% 29.54K -2.83% 2.95M 91.76 0.85% Share
22 TJX The TJX Compani...
139.20
-1.29% 23.36K 0.00% 2.85M 38.29 0.82% Share
23 AMGN Amgen Inc.
283.64
+1.26% 9.1K 0.00% 2.83M 188.07 0.82% Share
24 MA Mastercard Inco...
584.12
-1.93% 5.16K 0.00% 2.83M 266.97 0.82% Share
25 ELV Elevance Health...
313.59
+1.80% 6.34K +1.47% 2.76M 296.31 0.80% Share
26 SCCO Southern Copper...
102.99
+2.15% 28.37K +0.68% 2.65M 36.76 0.77% Share
27 ACN Accenture plc
254.97
+0.80% 8.09K 0.00% 2.52M 186.87 0.73% Share
28 VIPS Vipshop Holding...
17.16
+1.15% 151.17K +0.01% 2.37M 12.77 0.69% Share
29 RACE Ferrari N.V.
488.82
-1.29% 5.32K +0.02% 2.28M 217.38 0.66% Share
30 MSI Motorola Soluti...
478.94
+0.07% 5.16K -1.26% 2.26M 184.96 0.65% Share
31 CSCO Cisco Systems, ...
66.90
-1.6% 35.2K +0.06% 2.17M 40.63 0.63% Share
32 CME CME Group Inc.
261.94
-2.05% 8.17K 0.00% 2.17M 203.19 0.63% Share
33 SHEL Shell plc
71.59
-1% 29.41K +10.73% 2.15M 54.72 0.62% Share
34 AMZN Amazon.com, Inc...
232.33
-1.42% 11.28K 0.00% 2.15M 96.11 0.62% Share
35 CB Chubb Limited
277.23
-0.95% 6.95K 0.00% 2.1M 160.44 0.61% Share
36 RBA RB Global, Inc.
115.04
-0.85% 20.84K 0.00% 2.09M 60 0.60% Share
37 FI Fiserv, Inc.
135.00
-0.87% 9.42K 0.00% 2.08M 92.51 0.60% Share
38 ICE Intercontinenta...
174.25
-0.15% 11.89K 0.00% 2.05M 71.25 0.59% Share
39 COST Costco Wholesal...
963.48
+0.79% 2.13K +0.14% 2.01M 390.94 0.58% Share
40 NVS Novartis AG
129.75
+1.04% 17.78K +11.86% 1.98M 80.47 0.57% Share
41 SAP Sap Se
269.13
-1.05% 7.38K 0.00% 1.98M 139.99 0.57% Share
42 PCAR PACCAR Inc
99.05
+0.86% 19.61K -1.01% 1.91M 52.82 0.55% Share
43 RTX RTX Corporation
157.55
-0.71% 14.22K 0.00% 1.88M 61.72 0.54% Share
44 ADP Automatic Data ...
295.97
-1.73% 6.15K 0.00% 1.88M 183.47 0.54% Share
45 UL Unilever PLC
64.27
-1.14% 31.53K -9.28% 1.88M 58.04 0.54% Share
46 AFL Aflac Incorpora...
106.90
-1.52% 16.69K +0.77% 1.86M 56.45 0.54% Share
47 LVMUY LVMH Moët Henne...
116.01
-0.49% 14.8K 0.00% 1.83M 153.61 0.53% Share
48 ACWV iShares MSCI Gl...
119.73
+0.13% 15.67K +4.02% 1.82M 101.23 0.53% Share
49 CMCSA Comcast Corpora...
33.91
-0.12% 49.28K -5.27% 1.82M 40.06 0.53% Share
50 CNI Canadian Nation...
96.58
-0.17% 18.63K +1.01% 1.81M 88.39 0.53% Share
51 TM Toyota Motor Co...
199.62
+1.00% 9.73K +0.01% 1.72M 131.73 0.50% Share
52 TGS Transportadora ...
26.39
-0.6% 64.52K 0.00% 1.71M 8.9 0.49% Share
53 BRK-A Berkshire Hatha...
749551.00
-1.35% 2 +100.00% 1.6M 798441.5 0.46% Share
54 NKE NIKE, Inc.
73.90
-1.92% 24.84K -1.74% 1.58M 63.99 0.46% Share
55 NOC Northrop Grumma...
580.62
+0.15% 3.07K 0.00% 1.57M 318.91 0.45% Share
56 TTWO Take-Two Intera...
239.68
-0.4% 7.56K 0.00% 1.57M 122.53 0.45% Share
57 MMC Marsh & McLenna...
203.79
-1.13% 6.24K 0.00% 1.52M 114.23 0.44% Share
58 FDX FedEx Corporati...
227.69
+1.07% 6.25K 0.00% 1.52M 162.97 0.44% Share
59 PNC The PNC Financi...
204.48
-1.39% 8.26K 0.00% 1.45M 139.8 0.42% Share
60 LMT Lockheed Martin...
463.91
+1.55% 3.15K +15.64% 1.41M 398.27 0.41% Share
61 VNQ Vanguard Real E...
92.45
+1.11% 15.34K 0.00% 1.39M 88.36 0.40% Share
62 MU Micron Technolo...
131.37
+5.76% 15.9K 0.00% 1.38M 41.12 0.40% Share
63 EBAY eBay Inc.
92.66
-0.4% 19.22K 0.00% 1.3M 37.74 0.38% Share
64 RSG Republic Servic...
229.69
-1.78% 5.21K 0.00% 1.26M 86.62 0.37% Share
65 ASML ASML Holding N....
781.70
+3.75% 1.9K 0.00% 1.26M 237.29 0.36% Share
66 AVGO Broadcom Inc.
334.89
+9.41% 7.49K 0.00% 1.25M 36.72 0.36% Share
67 AZN AstraZeneca PLC
81.70
-0.1% 17.03K +0.61% 1.25M 41.5 0.36% Share
68 IMO Imperial Oil Li...
87.29
-0.21% 17.27K 0.00% 1.25M 16.05 0.36% Share
69 BN Brookfield Corp...
66.55
-0.02% 23.57K 0.00% 1.24M 31.46 0.36% Share
70 PYPL PayPal Holdings...
68.26
-0.29% 18.92K 0.00% 1.23M 73.64 0.36% Share
71 IBM International B...
248.64
+0.59% 4.94K +0.02% 1.23M 159.82 0.36% Share
72 TRI Thomson Reuters...
174.64
-2.31% 7.07K 0.00% 1.22M 134.94 0.35% Share
73 GRMN Garmin Ltd.
237.40
-0.11% 5.4K +0.02% 1.17M 132.33 0.34% Share
74 PG The Procter & G...
160.06
+0.55% 6.85K -0.77% 1.17M 111.31 0.34% Share
75 MDLZ Mondelez Intern...
61.74
+1.38% 16.63K +10.39% 1.13M 48.61 0.33% Share
76 ITW Illinois Tool W...
266.22
+0.21% 4.27K 0.00% 1.06M 151.73 0.31% Share
77 NTTYY NTT, Inc.
26.97
+0.56% 43.83K -13.43% 1.06M 25.62 0.31% Share
78 DIS The Walt Disney...
117.95
-0.72% 10.61K -9.75% 1.05M 108.19 0.30% Share
79 LIN Linde plc
469.52
-0.61% 2.21K +1.52% 1.03M 397.73 0.30% Share
80 RWO SPDR Dow Jones ...
45.67
+0.95% 23.24K 0.00% 1.01M 43.71 0.29% Share
81 JCI Johnson Control...
106.24
-0.79% 12.6K 0.00% 1.01M 34.14 0.29% Share
82 WIT Wipro Limited
2.73
-0.18% 325.6K -11.57% 996K 2.55 0.29% Share
83 KOF Coca-Cola FEMSA...
83.41
-0.06% 10.77K 0.00% 982K 54.84 0.28% Share
84 COOP Mr. Cooper Grou...
213.11
+5.18% 7.83K 0.00% 936K 31.03 0.27% Share
85 INFY Infosys Limited
16.38
-1.3% 51.11K -18.12% 932K 16.5 0.27% Share
86 UNP Union Pacific C...
220.09
-1.33% 3.94K -0.58% 929K 172.02 0.27% Share
87 NGG National Grid p...
70.11
+1.72% 14K -11.82% 918K 61.58 0.27% Share
88 KO The Coca-Cola C...
67.98
-0.39% 12.57K -1.21% 899K 50.04 0.26% Share
89 SRE Sempra
81.07
-1.28% 12.51K -9.16% 892K 66.84 0.26% Share
90 LYB LyondellBasell ...
55.08
+1.44% 12.25K 0.00% 862K 110.32 0.25% Share
91 RZV Invesco S&P Sma...
119.53
+0.57% 8.62K +0.08% 852K 107.27 0.25% Share
92 CHKP Check Point Sof...
193.09
+1.22% 3.61K +0.11% 822K 126.52 0.24% Share
93 LOGI Logitech Intern...
107.25
+0.69% 9.54K 0.00% 805K 71.17 0.23% Share
94 PEP PepsiCo, Inc.
146.39
-0.34% 5.28K 0.00% 791K 131.87 0.23% Share
95 PSO Pearson plc
14.17
-0.77% 47.98K +0.03% 768K 12.27 0.22% Share
96 SONY Sony Group Corp...
27.56
-1.01% 29.07K +0.03% 738K 19.81 0.21% Share
97 WM Waste Managemen...
220.07
-2.17% 3.18K +0.03% 735K 145.35 0.21% Share
98 HSBC HSBC Holdings p...
65.60
+0.80% 12.34K +0.03% 708K 42.5 0.20% Share
99 WTW Willis Towers W...
329.27
-0.17% 2.08K 0.00% 703K 200.94 0.20% Share
100 CVS CVS Health Corp...
73.76
+0.09% 10.32K +27.91% 698K 70.93 0.20% Share
101 AON Aon plc
370.45
-0.81% 1.71K 0.00% 682K 238.76 0.20% Share
102 CAT Caterpillar Inc...
423.12
+0.69% 2K 0.00% 658K 215.71 0.19% Share
103 IX ORIX Corporatio...
26.23
+0.50% 31.45K +406.41% 656K 29.11 0.19% Share
104 JANX Janux Therapeut...
23.98
+0.17% 24.32K 0.00% 656K 48.35 0.19% Share
105 ATAT Atour Lifestyle...
39.04
+0.36% 23.03K -1.15% 652K 26.04 0.19% Share
106 NMR Nomura Holdings...
7.20
+0.49% 105.73K +34.79% 650K 6.05 0.19% Share
107 HLN Haleon plc
9.78
-0.61% 62.53K 0.00% 643K 8.89 0.19% Share
108 QFIN Qfin Holdings, ...
28.77
-0.45% 14.29K 0.00% 641K 30.27 0.19% Share
109 T AT&T Inc.
29.61
+0.08% 22.46K +67.41% 635K 24.57 0.18% Share
110 BIDU Baidu, Inc.
101.96
+3.82% 6.75K +24.87% 621K 93.16 0.18% Share
111 BRDCY Bridgestone Cor...
23.52
+1.62% 30.8K 0.00% 618K 19.26 0.18% Share
112 META Meta Platforms,...
752.45
+0.51% 1.06K 0.00% 610K 211.94 0.18% Share
113 ALIZY Allianz SE
41.24
+0.09% 15.93K 0.00% 609K 32.85 0.18% Share
114 VIG Vanguard Divide...
211.97
+0.09% 3.1K 0.00% 601K 170.4 0.17% Share
115 DHI D.R. Horton, In...
181.80
+2.89% 4.59K 0.00% 584K 55.45 0.17% Share
116 CHT Chunghwa Teleco...
44.18
+0.43% 14.9K +0.04% 584K 37.56 0.17% Share
117 ORCL Oracle Corporat...
232.80
+4.39% 4.11K 0.00% 575K 58.01 0.17% Share
118 BABA Alibaba Group H...
135.61
+3.58% 4.27K +0.35% 564K 98.71 0.16% Share
119 TGT Target Corporat...
93.19
+0.52% 5.36K 0.00% 559K 92.77 0.16% Share
120 EMR Emerson Electri...
132.56
-0.41% 5.01K 0.00% 549K 66.71 0.16% Share
121 AMCR Amcor plc
8.29
-0.6% 56.48K -1.7% 547K 9.83 0.16% Share
122 TTE TotalEnergies S...
61.01
-0.87% 8.4K +19.89% 543K 60.81 0.16% Share
123 MRK Merck & Co., In...
84.70
+0.78% 6.06K 0.00% 543K 88.84 0.16% Share
124 VZ Verizon Communi...
44.38
+0.45% 11.78K +42.49% 534K 51.73 0.15% Share
125 RIO Rio Tinto Group
63.98
+2.43% 8.9K -0.27% 534K 72.41 0.15% Share
126 TRP TC Energy Corpo...
51.87
+0.89% 11.2K 0.00% 528K 43.33 0.15% Share
127 COF Capital One Fin...
221.57
-2.1% 2.94K 0.00% 526K 71.86 0.15% Share
128 PDD PDD Holdings In...
124.68
+0.65% 4.42K +69.35% 523K 105.74 0.15% Share
129 DLS WisdomTree Inte...
79.21
+0.79% 7.9K +0.46% 521K 63.89 0.15% Share
130 FMX Fomento Económi...
85.33
-0.14% 5.32K +1.08% 519K 101.17 0.15% Share
131 EBR Centrais Elétri...
8.46
+2.23% 72.83K 0.00% 517K 8.65 0.15% Share
132 TEF Telefónica, S.A...
5.34
+1.04% 110.77K 0.00% 516K 3.71 0.15% Share
133 ENB Enbridge Inc.
48.27
+0.24% 11.63K +31.47% 515K 41.58 0.15% Share
134 TAK Takeda Pharmace...
15.41
+0.78% 34.67K +76.25% 515K 14.5 0.15% Share
135 AZO AutoZone, Inc.
4216.74
-0.38% 135 0.00% 514K 1979.68 0.15% Share
136 KMTUY Komatsu Ltd.
34.73
+1.82% 17.6K 0.00% 511K 27.71 0.15% Share
137 CAH Cardinal Health...
149.47
+0.09% 3.7K 0.00% 509K 66.68 0.15% Share
138 AU AngloGold Ashan...
59.77
+3.14% 13.53K -4.31% 502K 25.11 0.15% Share
139 ALC Alcon Inc.
80.18
+1.61% 5.27K 0.00% 500K 73.03 0.14% Share
140 LNG Cheniere Energy...
235.69
-0.54% 2.15K +0.75% 498K 192.48 0.14% Share
141 NTES NetEase, Inc.
134.27
+0.85% 4.84K +0.04% 498K 89.16 0.14% Share
142 DE Deere & Company
473.10
-0.38% 1.04K +1.46% 487K 418.58 0.14% Share
143 SHY iShares 1-3 Yea...
82.92
+0.14% 5.85K -2.47% 484K 82.04 0.14% Share
144 IQ iQIYI, Inc.
2.71
+0.37% 198.04K -39.83% 447K 2.01 0.13% Share
145 SLF Sun Life Financ...
57.72
-0.16% 7.71K 0.00% 441K 51.3 0.13% Share
146 FINV FinVolution Gro...
7.92
+1.74% 45.5K +0.43% 438K 6.24 0.13% Share
147 TXN Texas Instrumen...
187.93
+0.34% 2.33K -10.49% 418K 187.59 0.12% Share
148 A Agilent Technol...
128.79
+0.24% 3.4K 0.00% 397K 91.45 0.11% Share
149 TCOM Trip.com Group ...
72.79
-0.27% 6.18K 0.00% 393K 39.84 0.11% Share
150 SPY SPDR S&P 500 ET...
647.21
-0.29% 694 0.00% 388K 475.31 0.11% Share