Lester Murray Antman dba SimplyRich reported 206 positions worth $352.01M for the quarter ended Sep 30, 2026, up 0.3% on the prior quarter. It opened 56 new positions, added to 23, trimmed 83 and exited 2. Its largest holding is Apple Inc. at 9.9% 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 | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AZN Astrazeneca Plc | +9,773 | – | $1.58M | 0.448% |
| TRI Thomson Reuters Corp | +8,472 | – | $824.58K | 0.234% |
| TGT Target Corp | +4,581 | – | $717.80K | 0.204% |
| DE Deere & Co | +1,026 | – | $689.01K | 0.196% |
| RIO Rio Tinto Plc | +7,256 | – | $683.30K | 0.194% |
| SONY Sony Group Corp | +27.1K | – | $637.48K | 0.181% |
| HLN Haleon plc | +63.8K | – | $574.44K | 0.163% |
| PSO Pearson Plc | +35.3K | – | $566.21K | 0.161% |
| TAK Takeda Pharmaceutical Co Ltd | +30.6K | – | $556.69K | 0.158% |
| SU Suncor Energy Inc | +8,180 | – | $555.18K | 0.158% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | -6,558 | -100.0% | $4.90B | 0.424% |
| LMT Lockheed Martin Corp | -643.8K | -99.5% | $327.83M | 0.451% |
| LRCX Lam Research Corp | -66.9K | -95.4% | $21.98M | 0.302% |
| ITW Illinois Tool Works Inc | -45.0K | -89.4% | $11.57M | 0.39% |
| IBM International Business Machines Corp | -49.0K | -91.3% | $10.79M | 0.293% |
| ADP Automatic Data Processing Inc | -35.8K | -84.6% | $9.25M | 0.479% |
| NOC Northrop Grumman Corp | -19.1K | -86.6% | $9.22M | 0.404% |
| RSG Republic Services, Inc. | -33.7K | -86.6% | $7.07M | 0.311% |
| EMR Emerson Electric Co | -30.8K | -86.0% | $4.78M | 0.221% |
| NGG National Grid Plc | -48.3K | -77.8% | $3.67M | 0.297% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AZN Astrazeneca Plc | +9,773 | $1.58M | 0.448% |
| TRI Thomson Reuters Corp | +8,472 | $824.58K | 0.234% |
| TGT Target Corp | +4,581 | $717.80K | 0.204% |
| DE Deere & Co | +1,026 | $689.01K | 0.196% |
| RIO Rio Tinto Plc | +7,256 | $683.30K | 0.194% |
| SONY Sony Group Corp | +27.1K | $637.48K | 0.181% |
| HLN Haleon plc | +63.8K | $574.44K | 0.163% |
| PSO Pearson Plc | +35.3K | $566.21K | 0.161% |
| TAK Takeda Pharmaceutical Co Ltd | +30.6K | $556.69K | 0.158% |
| SU Suncor Energy Inc | +8,180 | $555.18K | 0.158% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 104.3K | $34.73M | 9.87% | -2,940 | -2.7% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 94.6K | $32.25M | 9.16% | -666 | -0.7% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 61.6K | $21.21M | 6.02% | -91 | -0.1% | Reduced | 0% |
| 4 | MU Micron Technology Inc | Technology | 15.9K | $16.94M | 4.81% | 0 | 0.0% | Unchanged | 0% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 34.0K | $15.53M | 4.41% | -781 | -2.2% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 25.3K | $12.98M | 3.69% | -494 | -1.9% | Reduced | 0% |
| 7 | V Visa Inc. | Financial Services | 23.3K | $8.38M | 2.38% | -233 | -1.0% | Reduced | 0% |
| 8 | SCCO Southern Copper Corp/ | Basic Materials | 29.7K | $6.01M | 1.71% | -491 | -1.6% | Reduced | 0% |
| 9 | UNH Unitedhealth Group Inc | Healthcare | 15.2K | $5.60M | 1.59% | -196 | -1.3% | Reduced | 0% |
| 10 | HD Home Depot, Inc. | Consumer Discretionary | 16.6K | $4.71M | 1.34% | -160 | -1.0% | Reduced | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 44.6K | $4.63M | 1.32% | -1,112 | -2.4% | Reduced | 0% |
| 12 | MCK Mckesson Corp | Healthcare | 5,228 | $4.46M | 1.27% | +34 | +0.7% | Added | 0% |
| 13 | AMGN Amgen Inc | Healthcare | 8,953 | $3.77M | 1.07% | -46 | -0.5% | Reduced | 0% |
| 14 | CSCO Cisco Systems, Inc. | Technology | 34.5K | $3.71M | 1.05% | -396 | -1.1% | Reduced | 0% |
| 15 | NVO Novo Nordisk A S | Healthcare | 96.7K | $3.67M | 1.04% | -552 | -0.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Lester Murray Antman dba SimplyRich.
As of its Q3 2026 13F filing, Lester Murray Antman dba SimplyRich’s five largest positions were Apple Inc. (AAPL) at 9.9%, Alphabet Inc. (GOOG) at 9.2%, Alphabet Inc. (GOOGL) at 6.0%, Micron Technology Inc (MU) at 4.8%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 4.4% of the reported portfolio.
Lester Murray Antman dba SimplyRich reported a 13F portfolio worth $352.01M across 206 positions for Q3 2026. That is up 0.3% from the previous quarter.
Its largest purchases by value were Astrazeneca Plc ($1.58M), Thomson Reuters Corp ($824.58K), Target Corp ($717.80K). It opened 56 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($4.90B), Lockheed Martin Corp ($327.83M), Lam Research Corp ($21.98M). It exited 2 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.