The Analysis of Lester Murray Antman dba SimplyRich's Holdings
Currently, Lester Murray Antman dba SimplyRich holds 199 types of securities in its portfolio with a total value $382.4K. In the most recent quarter, they have increased their positions in RKT (+84.4K shares, valued at $1.6K), USMV (+10.0K shares, valued at $943.3695098634432), BN (+11.8K shares, valued at $540.5901954683037); decreased their positions in N/A (-3.1K shares, valued at $974.3247925690133), EEMV (-7.3K shares, valued at $465.0953123412675), AAPL (-906 shares, valued at $246.29863393829905); initiated new positions in RKT (+84.4K shares, valued at $1.6K), TSEM (+2.6K shares, valued at $301), ASX (+17.7K shares, valued at $285). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC95.8K shares-3.14%2025-12-312026-01-23
AAPL APPLE INC107.4K shares-0.84%2025-12-312026-01-23 USMV ISHARES TR220.7K shares4.76%2025-12-312026-01-23 ALPHABET INC ALPHABET INC61.7K shares-0.04%2025-12-312026-01-23 EFAV ISHARES TR190.9K shares0.40%2025-12-312026-01-23 EEMV ISHARES INC226.4K shares-3.11%2025-12-312026-01-23 MSFT MICROSOFT CORP25.8K shares-0.07%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD34.8K shares-0.23%2025-12-312026-01-23 V VISA INC23.6K shares0.00%2025-12-312026-01-23 HD HOME DEPOT INC17.1K shares0.01%2025-12-312026-01-23 WMT WALMART INC45.8K shares0.01%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC15.2K shares0.62%2025-12-312026-01-23 MU MICRON TECHNOLOGY INC15.9K shares0.00%2025-12-312026-01-23 NVO NOVO-NORDISK A S86.2K shares1.92%2025-12-312026-01-23 SCCO SOUTHERN COPPER CORP29.7K shares0.98%2025-12-312026-01-23 MCK MCKESSON CORP5.2K shares0.04%2025-12-312026-01-23 TJX TJX COS INC NEW23.4K shares0.00%2025-12-312026-01-23 REET ISHARES TR140.2K shares-3.03%2025-12-312026-01-23 MCD MCDONALDS CORP10.8K shares-0.15%2025-12-312026-01-23 RELX RELX PLC76.0K shares-6.20%2025-12-312026-01-23 MA MASTERCARD INCORPORATED5.2K shares0.00%2025-12-312026-01-23 AMGN AMGEN INC9.0K shares0.00%2025-12-312026-01-23 GIB CGI INC29.5K shares1.90%2025-12-312026-01-23 CSCO CISCO SYS INC35.2K shares0.01%2025-12-312026-01-23 VIPS VIPSHOP HLDGS LTD147.7K shares0.66%2025-12-312026-01-23 RTX RTX CORPORATION14.2K shares0.00%2025-12-312026-01-23 BROADCOM INC BROADCOM INC7.5K shares-0.20%2025-12-312026-01-23 AMZN AMAZON COM INC10.6K shares-5.62%2025-12-312026-01-23 NVS NOVARTIS AG17.8K shares0.00%2025-12-312026-01-23 CME CME GROUP INC8.1K shares-0.26%2025-12-312026-01-23 SHEL SHELL PLC29.4K shares0.02%2025-12-312026-01-23 CB CHUBB LIMITED6.9K shares-0.69%2025-12-312026-01-23 ELV ELEVANCE HEALTH INC6.0K shares0.00%2025-12-312026-01-23 TGS TRANSPORTADORA DE GAS SUR65.4K shares1.40%2025-12-312026-01-23 TM TOYOTA MOTOR CORP9.2K shares-0.38%2025-12-312026-01-23 PCAR PACCAR INC18.0K shares0.02%2025-12-312026-01-23 RACE FERRARI N V5.3K shares0.00%2025-12-312026-01-23 ASML ASML HOLDING N V1.8K shares-3.84%2025-12-312026-01-23 TTWO TAKE-TWO INTERACTIVE SOFTWAR7.6K shares0.00%2025-12-312026-01-23 ICE INTERCONTINENTAL EXCHANGE IN11.9K shares0.00%2025-12-312026-01-23 ACWV ISHARES INC16.1K shares0.75%2025-12-312026-01-23 MSI MOTOROLA SOLUTIONS INC4.8K shares-0.51%2025-12-312026-01-23 IX ORIX CORP63.3K shares36.82%2025-12-312026-01-23 AFL AFLAC INC16.6K shares0.90%2025-12-312026-01-23 SAP SAP SE7.4K shares0.00%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW2.1K shares-2.26%2025-12-312026-01-23 FDX FEDEX CORP6.1K shares0.00%2025-12-312026-01-23 NOC NORTHROP GRUMMAN CORP3.1K shares0.00%2025-12-312026-01-23 PNC PNC FINL SVCS GROUP INC8.3K shares0.00%2025-12-312026-01-23 EBAY EBAY INC.19.2K shares0.00%2025-12-312026-01-23 AZN ASTRAZENECA PLC18.1K shares0.90%2025-12-312026-01-23 RKT ROCKET COS INC84.4K sharesnew addition2025-12-312026-01-23 BN BROOKFIELD CORP35.4K shares49.99%2025-12-312026-01-23 CNI CANADIAN NATL RY CO16.2K shares-0.91%2025-12-312026-01-23 NKE NIKE INC24.6K shares-0.65%2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING IN6.0K shares-2.36%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP3.2K shares2.67%2025-12-312026-01-23 JCI JOHNSON CTLS INTL PLC12.6K shares0.00%2025-12-312026-01-23 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-23 IMO IMPERIAL OIL LTD17.2K shares-0.58%2025-12-312026-01-23 CMCSA COMCAST CORP NEW49.3K shares-6.05%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS4.9K shares0.02%2025-12-312026-01-23 VNQ VANGUARD INDEX FDS15.1K shares0.00%2025-12-312026-01-23 BVN COMPANIA DE MINAS BUENAVENTU45.7K shares1.78%2025-12-312026-01-23 DIS DISNEY WALT CO10.6K shares0.00%2025-12-312026-01-23 CAT CATERPILLAR INC2.0K shares0.00%2025-12-312026-01-23 RSG REPUBLIC SVCS INC5.2K shares0.00%2025-12-312026-01-23 GRMN GARMIN LTD5.3K shares-0.07%2025-12-312026-01-23 PYPL PAYPAL HLDGS INC18.4K shares0.00%2025-12-312026-01-23 MMC MARSH & MCLENNAN COS INC5.7K shares-0.03%2025-12-312026-01-23 ITW ILLINOIS TOOL WKS INC4.3K shares0.00%2025-12-312026-01-23 RWO SPDR INDEX SHS FDS23.2K shares0.00%2025-12-312026-01-23 KOF COCA-COLA FEMSA SAB DE CV10.8K shares0.00%2025-12-312026-01-23 SRE SEMPRA11.5K shares-0.55%2025-12-312026-01-23 RZV INVESCO EXCHANGE TRADED FD T8.5K shares-0.54%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO6.9K shares0.00%2025-12-312026-01-23 HSBC HSBC HLDGS PLC12.4K shares1.00%2025-12-312026-01-23 UNP UNION PAC CORP3.9K shares0.00%2025-12-312026-01-23 KO COCA COLA CO12.5K shares-0.62%2025-12-312026-01-23 AEGON LTD AEGON LTD111.1K shares124.50%2025-12-312026-01-23 WIT WIPRO LTD301.4K shares-0.51%2025-12-312026-01-23 INFY INFOSYS LTD46.5K shares2.27%2025-12-312026-01-23 ATAT ATOUR LIFESTYLE HLDGS LTD20.9K shares-3.14%2025-12-312026-01-23 CVS CVS HEALTH CORP10.3K shares0.00%2025-12-312026-01-23 COF CAPITAL ONE FINL CORP3.4K shares0.00%2025-12-312026-01-23 ORCL ORACLE CORP4.1K shares0.00%2025-12-312026-01-23 ESLT ELBIT SYS LTD1.4K shares19.77%2025-12-312026-01-23 SONY SONY GROUP CORP29.7K shares0.04%2025-12-312026-01-23 CAH CARDINAL HEALTH INC3.7K shares0.00%2025-12-312026-01-23 MDLZ MONDELEZ INTL INC14.1K shares-14.01%2025-12-312026-01-23 GFI GOLD FIELDS LTD17.3K shares0.05%2025-12-312026-01-23 PEP PEPSICO INC5.2K shares-0.79%2025-12-312026-01-23 BIDU BAIDU INC5.6K shares-4.75%2025-12-312026-01-23 BTI BRITISH AMERN TOB PLC12.9K shares17.24%2025-12-312026-01-23 LOGI LOGITECH INTL S A7.0K shares0.00%2025-12-312026-01-23 META META PLATFORMS INC1.1K shares0.00%2025-12-312026-01-23 WM WASTE MGMT INC DEL3.2K shares0.03%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.00%2025-12-312026-01-23 NTES NETEASE INC4.9K shares0.04%2025-12-312026-01-23 HLN HALEON PLC66.4K shares0.46%2025-12-312026-01-23 EMR EMERSON ELEC CO5.0K shares0.00%2025-12-312026-01-23 WTW WILLIS TOWERS WATSON PLC LTD2.0K shares0.00%2025-12-312026-01-23 DHI D R HORTON INC4.6K shares0.00%2025-12-312026-01-23 SLF SUN LIFE FINANCIAL INC.10.5K shares30.79%2025-12-312026-01-23 EBR CENTRAIS ELETRICAS BRASILEIR70.2K shares0.00%2025-12-312026-01-23 DLS WISDOMTREE TR7.9K shares0.00%2025-12-312026-01-23 NMR NOMURA HLDGS INC75.1K shares3.08%2025-12-312026-01-23 CHKP CHECK POINT SOFTWARE TECH LT3.4K shares-6.33%2025-12-312026-01-23 BABA ALIBABA GROUP HLDG LTD4.3K shares0.05%2025-12-312026-01-23 CHT CHUNGHWA TELECOM CO LTD14.9K shares0.00%2025-12-312026-01-23 TCOM TRIP COM GROUP LTD8.5K shares-18.73%2025-12-312026-01-23 TRP TC ENERGY CORP11.1K shares-0.61%2025-12-312026-01-23 AON PLC AON PLC1.7K shares0.00%2025-12-312026-01-23 RDY DR REDDYS LABS LTD42.8K shares53.01%2025-12-312026-01-23 T AT&T INC22.4K shares-0.27%2025-12-312026-01-23 FMX FOMENTO ECONOMICO MEXICANO S5.5K shares2.88%2025-12-312026-01-23 ENB ENBRIDGE INC11.5K shares0.00%2025-12-312026-01-23 RIO RIO TINTO PLC6.8K shares3.05%2025-12-312026-01-23 PSO PEARSON PLC38.2K shares-6.09%2025-12-312026-01-23 SBS COMPANHIA DE SANEAMENTO BASI21.7K shares2.54%2025-12-312026-01-23 LYB LYONDELLBASELL INDUSTRIES N11.9K shares-1.32%2025-12-312026-01-23 DBP INVESCO DB MULTI-SECTOR COMM5.0K shares0.00%2025-12-312026-01-23 CRH PLC CRH PLC4.1K shares0.00%2025-12-312026-01-23 LINDE PLC LINDE PLC1.2K shares-27.25%2025-12-312026-01-23 TME TENCENT MUSIC ENTMT GROUP28.4K shares9.53%2025-12-312026-01-23 WPM WHEATON PRECIOUS METALS CORP4.2K shares0.00%2025-12-312026-01-23 TAK TAKEDA PHARMACEUTICAL CO LTD31.1K shares-3.06%2025-12-312026-01-23 DE DEERE & CO1.0K shares0.00%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR694 shares0.00%2025-12-312026-01-23 SHY ISHARES TR5.6K shares-2.17%2025-12-312026-01-23 A AGILENT TECHNOLOGIES INC3.4K shares0.00%2025-12-312026-01-23 TGT TARGET CORP4.7K shares0.00%2025-12-312026-01-23 INTC INTEL CORP12.4K shares0.00%2025-12-312026-01-23 AZO AUTOZONE INC135 shares0.00%2025-12-312026-01-23 KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares0.00%2025-12-312026-01-23 SCHW SCHWAB CHARLES CORP4.5K shares0.00%2025-12-312026-01-23 GLD SPDR GOLD TR1.1K shares0.00%2025-12-312026-01-23 VALE VALE S A31.8K shares0.09%2025-12-312026-01-23 PBR PETROLEO BRASILEIRO SA PETRO34.1K shares17.70%2025-12-312026-01-23 TEF TELEFONICA S A99.3K shares-0.30%2025-12-312026-01-23 LNG CHENIERE ENERGY INC2.1K shares-4.41%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC2.4K shares0.00%2025-12-312026-01-23 FOX FOX CORP5.7K shares0.16%2025-12-312026-01-23 ALC ALCON AG4.6K shares-0.54%2025-12-312026-01-23 ORLY OREILLY AUTOMOTIVE INC4.0K shares0.00%2025-12-312026-01-23 DGX QUEST DIAGNOSTICS INC2.1K shares-1.62%2025-12-312026-01-23 MO ALTRIA GROUP INC6.2K shares-1.74%2025-12-312026-01-23 IJS ISHARES TR3.1K shares0.00%2025-12-312026-01-23 SYY SYSCO CORP4.6K shares0.00%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC8.3K shares-40.04%2025-12-312026-01-23 JANX JANUX THERAPEUTICS INC24.3K shares0.00%2025-12-312026-01-23 TSCO TRACTOR SUPPLY CO6.7K shares39.64%2025-12-312026-01-23 GOGL CMB.TECH NV34.2K shares0.00%2025-12-312026-01-23 PDD PDD HOLDINGS INC2.8K shares0.00%2025-12-312026-01-23 FHN FIRST HORIZON CORPORATION13.2K shares0.12%2025-12-312026-01-23 PBR.A PETROLEO BRASILEIRO SA PETRO27.7K shares0.00%2025-12-312026-01-23 TSEM TOWER SEMICONDUCTOR LTD2.6K sharesnew addition2025-12-312026-01-23 BKNG BOOKING HOLDINGS INC55 shares0.00%2025-12-312026-01-23 ASX ASE TECHNOLOGY HLDG CO LTD17.7K sharesnew addition2025-12-312026-01-23 DELL DELL TECHNOLOGIES INC2.2K shares0.00%2025-12-312026-01-23 CVX CHEVRON CORP NEW1.8K shares0.00%2025-12-312026-01-23 TMO THERMO FISHER SCIENTIFIC INC479 shares0.00%2025-12-312026-01-23 NOK NOKIA CORP42.0K sharesnew addition2025-12-312026-01-23 BNTX BIONTECH SE2.8K shares0.00%2025-12-312026-01-23 SU SUNCOR ENERGY INC NEW5.9K shares17.23%2025-12-312026-01-23 PSA PUBLIC STORAGE OPER CO1.0K shares-0.20%2025-12-312026-01-23 SKM SK TELECOM CO LTD12.1K shares-22.45%2025-12-312026-01-23 IDXX IDEXX LABS INC364 shares0.00%2025-12-312026-01-23 SNA SNAP ON INC704 shares0.28%2025-12-312026-01-23 PKG PACKAGING CORP AMER1.2K shares0.09%2025-12-312026-01-23 CMI CUMMINS INC474 shares0.00%2025-12-312026-01-23 VLO VALERO ENERGY CORP1.4K shares0.00%2025-12-312026-01-23 ADM ARCHER DANIELS MIDLAND CO4.1K sharesnew addition2025-12-312026-01-23 EXPD EXPEDITORS INTL WASH INC1.5K sharesnew addition2025-12-312026-01-23 TD TORONTO DOMINION BK ONT2.4K sharesnew addition2025-12-312026-01-23 TXN TEXAS INSTRS INC1.3K shares-15.06%2025-12-312026-01-23 RY ROYAL BK CDA1.3K sharesnew addition2025-12-312026-01-23 RTO RENTOKIL INITIAL PLC7.2K sharesnew addition2025-12-312026-01-23 QFIN QIFU TECHNOLOGY INC11.0K shares-21.92%2025-12-312026-01-23 MCO MOODYS CORP400 sharesnew addition2025-12-312026-01-23 CRBG COREBRIDGE FINL INC6.7K shares0.00%2025-12-312026-01-23 SUZ SUZANO S A21.7K shares-0.14%2025-12-312026-01-23 DEO DIAGEO PLC2.3K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available