§ 13F · FUND PROFILE
Lester Murray Antman dba SimplyRich.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $371K (13F)Positions · 200Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CLASS CLASS C | 95K | $27K | 7.0% | ±0% |
| 2 | AAPL | APPLE INC | 107K | $27K | 7.0% | ±0% |
| 3 | USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | 218K | $20K | 5.2% | −1% |
| 4 | GOOGL | ALPHABET INC CLASS CLASS A | 62K | $18K | 4.5% | ±0% |
| 5 | EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 186K | $17K | 4.4% | −2% |
| 6 | EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 222K | $14K | 3.7% | −2% |
| 7 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 35K | $12K | 3.0% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 26K | $10K | 2.4% | ±0% |
| 9 | V | VISA INC CLASS CLASS A | 24K | $7K | 1.8% | ±0% |
| 10 | WMT | WALMART INC | 46K | $6K | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LESTER SIGNAL
AC read
Lester Murray Antman dba SimplyRich is a Other fund managing $371 thousand in assets. The fund runs a broad portfolio of 200 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed