Lester Murray Antman dba SimplyRich
•CIK: 1725888•Filing: Q4 2025
**Lester Murray Antman dba SimplyRich** manages $382M across a diversified portfolio of 199 positions. The strategy exhibits a significant overweighting toward mega-cap technology names, evidenced by top holdings including GOOG ($30.1M) and AAPL ($29.2M). Further concentration is visible in core tech and global indices, with notable allocations to USMV ($20.8M), GOOGL ($19.3M), and MSFT ($12.5M). The portfolio maintains a clear tilt toward established, market-leading technology and global equity exposure.
Total AUM
$382.4M
QoQ Performance
+3.2%
Positions
190
Top 10 Concentration
43.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
AAPL
USMV
GOOGL
GOOG7.9%
AAPL7.6%
USMV5.4%
GOOGL5.1%
EFAV4.3%
EEMV3.8%
MSFT3.3%
TSM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.9%
Technology26.9%
Financial5.8%
Consumer5.3%
Healthcare3.4%
Industrial2.6%
Communication0.8%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW10 new positions
↑50 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023