§ 13F · FUND PROFILE
Lester Murray Antman dba SimplyRich.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $358.9B (13F)Positions · 214Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 96K | $30.1B | 7.9% | −3% |
| 2 | AAPL | APPLE INC | 107K | $29.2B | 7.6% | −1% |
| 3 | USMV | ISHARES TR | 221K | $20.8B | 5.4% | +5% |
| 4 | GOOGL | ALPHABET INC | 62K | $19.3B | 5.1% | ±0% |
| 5 | EFAV | ISHARES TR | 191K | $16.5B | 4.3% | ±0% |
| 6 | EEMV | ISHARES INC | 226K | $14.5B | 3.8% | −3% |
| 7 | MSFT | MICROSOFT CORP | 26K | $12.5B | 3.3% | ±0% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 35K | $10.6B | 2.8% | ±0% |
| 9 | V | VISA INC | 24K | $8.3B | 2.2% | ±0% |
| 10 | HD | HOME DEPOT INC | 17K | $5.9B | 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 $358.9 trillion in assets. The fund runs a broad portfolio of 214 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed