Lester Murray Antman dba SimplyRich reported 153 positions worth $354.00M for the quarter ended Jun 30, 2026, up 13.1% on the prior quarter. It opened 6 new positions, added to 52, trimmed 27 and exited 52. Its largest holding is Alphabet Inc. at 9.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| LMT Lockheed Martin Corp | +643.7K +20,593.3% | $2.53M | 0.718% |
| BRK-A Berkshire Hathaway Inc | +6,558 +327,900.0% | $2.42M | 0.683% |
| LRCX Lam Research Corp | +66.9K +2,064.7% | $2.17M | 0.644% |
| NOC Northrop Grumman Corp | +18.9K +617.7% | $2.16M | 0.71% |
| IBM International Business Machines Corp | +48.8K +993.2% | $2.02M | 0.628% |
| ADP Automatic Data Processing Inc | +37.3K +734.4% | $1.91M | 0.612% |
| ITW Illinois Tool Works Inc | +46.1K +1,079.4% | $1.77M | 0.547% |
| RSG Republic Services, Inc. | +33.7K +645.8% | $1.58M | 0.516% |
| HSBC Hsbc Holdings Plc | +36.2K +289.8% | $1.51M | 0.574% |
| NGG National Grid Plc | +48.3K +350.0% | $1.48M | 0.539% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| AZN Astrazeneca Plc | -9,047 -100.0% | $1.78M | Exited |
| ABBNY Abb Ltd | -18.1K -100.0% | $1.45M | Exited |
| NTTYY Nippon Telegraph & Telephone Corp | -43.6K -100.0% | $1.09M | Exited |
| HLN Haleon plc | -65.8K -100.0% | $658.00K | Exited |
| RDY Dr Reddys Laboratories Ltd | -46.1K -100.0% | $637.00K | Exited |
| RIO Rio Tinto Plc | -6,721 -100.0% | $627.00K | Exited |
| BIDU Baidu, Inc. | -5,501 -100.0% | $612.00K | Exited |
| SONY Sony Group Corp | -28.7K -100.0% | $593.00K | Exited |
| TRI Thomson Reuters Corp | -6,508 -100.0% | $585.00K | Exited |
| DE Deere & Co | -1,025 -100.0% | $577.00K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AER AerCap Holdings N.V. | +3,339 | $486.00K | 0.137% |
| KSPI Joint Stock Co Kaspi.kz | +4,970 | $430.00K | 0.121% |
| BUD Anheuser-Busch InBev SA | +5,156 | $424.00K | 0.12% |
| OTIS Otis Worldwide Corp | +4,426 | $316.00K | 0.089% |
| COP Conocophillips | +2,405 | $250.00K | 0.071% |
| NTR Nutrien Ltd. | +3,559 | $224.00K | 0.063% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AZN Astrazeneca Plc | -9,047 | $1.78M | 0.57% |
| ABBNY Abb Ltd | -18.1K | $1.45M | 0.465% |
| NTTYY Nippon Telegraph & Telephone Corp | -43.6K | $1.09M | 0.347% |
| HLN Haleon plc | -65.8K | $658.00K | 0.21% |
| RDY Dr Reddys Laboratories Ltd | -46.1K | $637.00K | 0.204% |
| RIO Rio Tinto Plc | -6,721 | $627.00K | 0.2% |
| BIDU Baidu, Inc. | -5,501 | $612.00K | 0.196% |
| SONY Sony Group Corp | -28.7K | $593.00K | 0.19% |
| TRI Thomson Reuters Corp | -6,508 | $585.00K | 0.187% |
| DE Deere & Co | -1,025 | $577.00K | 0.184% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 95.3K | $33.68M | 9.51% | -28 | 0.0% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 107.2K | $31.02M | 8.76% | -27 | 0.0% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 61.7K | $22.06M | 6.23% | 0 | 0.0% | Unchanged | 0% |
| 4 | MU Micron Technology Inc | Technology | 15.9K | $18.35M | 5.18% | 0 | 0.0% | Unchanged | 0% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 34.8K | $16.63M | 4.7% | 0 | 0.0% | Unchanged | 0% |
| 6 | MSFT Microsoft Corp | Technology | 25.8K | $9.62M | 2.72% | -17 | -0.1% | Reduced | 0% |
| 7 | V Visa Inc. | Financial Services | 23.6K | $8.08M | 2.28% | 0 | 0.0% | Unchanged | 0% |
| 8 | UNH Unitedhealth Group Inc | Healthcare | 15.4K | $6.42M | 1.81% | +342 | +2.3% | Added | 0% |
| 9 | HD Home Depot, Inc. | Consumer Discretionary | 16.7K | $5.89M | 1.66% | -227 | -1.3% | Reduced | 0% |
| 10 | SCCO Southern Copper Corp/ | Basic Materials | 30.2K | $5.26M | 1.48% | +283 | +0.9% | Added | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 45.7K | $5.17M | 1.46% | -44 | -0.1% | Reduced | 0% |
| 12 | NVO Novo Nordisk A S | Healthcare | 97.3K | $4.66M | 1.32% | +12.5K | +14.8% | Added | 0% |
| 13 | CSCO Cisco Systems, Inc. | Technology | 34.8K | $4.09M | 1.16% | -129 | -0.4% | Reduced | 0% |
| 14 | MCK Mckesson Corp | Healthcare | 5,194 | $3.92M | 1.11% | +2 | +0.0% | Added | 0% |
| 15 | ASML Asml Holding Nv | Technology | 1,830 | $3.64M | 1.03% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Lester Murray Antman dba SimplyRich.
As of its Q2 2026 13F filing, Lester Murray Antman dba SimplyRich’s five largest positions were Alphabet Inc. (GOOG) at 9.5%, Apple Inc. (AAPL) at 8.8%, Alphabet Inc. (GOOGL) at 6.2%, Micron Technology Inc (MU) at 5.2%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 4.7% of the reported portfolio.
Lester Murray Antman dba SimplyRich reported a 13F portfolio worth $354.00M across 153 positions for Q2 2026. That is up 13.1% from the previous quarter.
Its largest purchases by value were Lockheed Martin Corp ($2.53M), Berkshire Hathaway Inc ($2.42M), Lam Research Corp ($2.17M). It opened 6 new positions.
Its largest sales by value were Astrazeneca Plc ($1.78M), Abb Ltd ($1.45M), Nippon Telegraph & Telephone Corp ($1.09M). It exited 52 positions entirely.
From the Form 13F-HR reports Lester Murray Antman dba SimplyRich files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.