StockDriftsStockDriftsTop 50 Lester Murray Antman dba SimplyRich Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 7.89% | 95.3K | $33.7M | -0.03%(-28) | $52.01(+558.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.26% | 107.2K | $31.0M | -0.03%(-27) | $42.16(+624.27%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.16% | 61.7K | $22.1M | +0.00%(+0) | $52.31(+559.04%) | 2026-06-30 | |
| USMV | ISHARES TR | 5.12% | 226.6K | $21.9M | +3.98%(+8.67K) | $64.34(+56.56%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.3% | 15.9K | $18.4M | +0.00%(+0) | $46.63(+2076.26%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.89% | 34.8K | $16.6M | +0.00%(+0) | $43.67(+877.61%) | 2026-06-30 | |
| EEMV | ISHARES INC | 3.86% | 218.9K | $16.5M | -1.57%(-3.49K) | $62.18(+20.50%) | 2026-06-30 | |
| EFAV | ISHARES TR | 3.82% | 186.2K | $16.3M | -0.07%(-127) | $72.21(+29.70%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.25% | 25.8K | $9.6M | -0.07%(-17) | $88.78(+447.51%) | 2026-06-30 | |
| V | VISA INC | 1.89% | 23.6K | $8.1M | +0.00%(+0) | $50.07(+622.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.72% | +67.33% | +10.37% | +63.78% |
| Top 20 Holdings Unweighted | +16.88% | +59.68% | +9.42% | +56.87% |
Lester Murray Antman dba SimplyRich reports $427.06M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (7.9%), AAPL (7.3%) and GOOGL (5.2%). The top 20 holdings account for 56.73% of reported assets. Its disclosed equity book has returned +67.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lester Murray Antman dba SimplyRich’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1725888). View Lester Murray Antman dba SimplyRich’s 13F filings on SEC