SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Lester Murray Antman dba SimplyRich

CIK 0001725888 · 2601 JEFFERSON STREET #407, CARLSBAD, CA, 92008 · 866-589-0430

Reported Value
$346M
Q1 2025
Positions
214
Filings on Record
30
2019–present window
Filed
May 9, 2025
original filing

Summary

Lester Murray Antman Dba Simplyrich reported $346M in U.S.-listed holdings across 214 positions for Q1 2025.

Its largest position, GOOG, represents 7.2% of the portfolio.

Compared with Q4 2024, the fund opened 8 new positions and exited 10.

Portfolio Metrics

Turnover
+6.8%
vs prior filed quarter
Top-10 Concentration
+40.0%
share of reported value
Largest Position
+7.2%
Alphabet
New / Exited
8 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $109MQ4 ’18Q1 ’19: $123MQ2 ’19: $181MQ3 ’19: $183MQ4 ’19: $199MQ4 ’19Q1 ’20: $150MQ2 ’20: $182MQ3 ’20: $199MQ4 ’20: $224MQ4 ’20Q1 ’21: $252MQ2 ’21: $218MQ3 ’21: $275MQ4 ’21: $301MQ4 ’21Q1 ’22: $286MQ2 ’22: $241MQ3 ’22: $222MQ1 ’23: $266MQ1 ’23Q2 ’23: $280MQ3 ’23: $206MQ4 ’23: $291MQ1 ’24: $309MQ1 ’24Q2 ’24: $316MQ3 ’24: $359MQ4 ’24: $350MQ1 ’25: $346MQ1 ’25Q2 ’25: $359MQ3 ’25: $371MQ4 ’25: $382MQ1 ’26: $391MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 62.5%ETP: 19.6%ADR: 15.9%Open-End Fund: 1.1%Other: 0.8%REIT: 0.1%
  • Common Stock · 62.5% · $216M
  • ETP · 19.6% · $68M
  • ADR · 15.9% · $55M
  • Open-End Fund · 1.1% · $4M
  • Other · 0.8% · $3M
  • REIT · 0.1% · $516,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRK/ABERKSHIRE HATHAWAY INC DCLASS ANEW+22+$2M$2M
TMETENCENT MUSIC ENTMT GR FSPONSORED ADR 1 ADR REPS 2 ORD SHSNEW+26.5K26.5K+$382,000$382,000
BEKEKE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHSNEW+11.6K11.6K+$233,000$233,000
ABXBARRICK GOLD CORP FNEW+11.8K11.8K+$230,000$230,000
VALEVALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHSNEW+22.7K22.7K+$226,000$226,000
VICIVICI PPTYS INC REITNEW+6.6K6.6K+$216,000$216,000
EXPDEXPEDITORS INTL WASH INCCLASS ANEW+1.7K1.7K+$209,000$209,000
VMNVXVANGUARD GLOBAL MINIMUM VOLATILITY ADMRNEW+6.1K6.1K+$200,000$200,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

213 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1GOOGALPHABET INC CLASS CCOM7.25%$25M160.9K
2AAPLAPPLE INChistory →COM6.98%$24M108.6K
3USMVISHARES MSCI USA MIN VOLFCTR ETFhistory →UIE5.74%$20M211.9K
4EFAVISHARES MSCI EAF MIN VOLFCT ETFhistory →UIE4.59%$16M203.5K
5EEMVISHS MSCI EMERG MRKT MINVOL FCT ETFhistory →UIE4.35%$15M257.5K
6MSFTMICROSOFT CORPhistory →COM2.85%$10M26.3K
7VVISA INC CLASS Ahistory →COM2.39%$8M23.6K
8UNHUNITEDHEALTH GROUP INChistory →COM2.30%$8M15.2K
9HDHOME DEPOT INChistory →COM1.81%$6M17.1K
10NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHShistory →ADR1.74%$6M86.6K
11TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHShistory →ADR1.68%$6M34.9K
12RSPINVESCO S&P 500 EQUAL WEIGHT ETFhistory →UIE1.31%$5M26.1K
13REETISHS TRUST-GLO.R ETFhistory →UIE1.24%$4M176.5K
14CITHE CIGNA GROUPhistory →COM1.19%$4M12.5K
15RELXRELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHShistory →ADR1.18%$4M81.0K
16WMTWALMART INChistory →COM1.16%$4M45.8K
17BRK/BBERKSHIRE HATHAWAY CLASS Bhistory →COM1.12%$4M7.3K
18MCKMCKESSON CORPhistory →COM1.01%$3M5.2K
19MCDMCDONALDS CORPCOM0.98%$3M10.9K
20GIBCGI INC FCLASS AFGC0.85%$3M29.5K
21TJXTJX COS INC NEWCOM0.82%$3M23.4K
22AMGNAMGEN INCCOM0.82%$3M9.1K
23MAMASTERCARD INC CLASS ACOM0.82%$3M5.2K
24ELVELEVANCE HEALTH INCCOM0.80%$3M6.3K
25SCCOSOUTHERN COPPER CORPCOM0.77%$3M28.4K
26ACNACCENTURE PLC IRELAND FCLASS AFGO0.73%$3M8.1K
27VIPSVIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSADR0.69%$2M151.2K
28RACEFERRARI N V NEW FFGO0.66%$2M5.3K
29MSIMOTOROLA SOLUTIONS INCCOM0.65%$2M5.2K
30CSCOCISCO SYS INCCOM0.63%$2M35.2K
31CMECME GROUP INC CLASS ACOM0.63%$2M8.2K
32SHELSHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSADR0.62%$2M29.4K
33AMZNAMAZON.COM INCCOM0.62%$2M11.3K
34CBCHUBB LTD FFGO0.61%$2M6.9K
35RBARB GLOBAL INC FFGC0.60%$2M20.8K
36FISVFISERV INCCOM0.60%$2M9.4K
37ICEINTERCONTINENTAL EXCHANGCOM0.59%$2M11.9K
38COSTCOSTCO WHSL CORP NEWCOM0.58%$2M2.1K
39NVSNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.57%$2M17.8K
40SAPSAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.57%$2M7.4K
41PCARPACCAR INCCOM0.55%$2M19.6K
42RTXRTX CORPCOM0.54%$2M14.2K
43ADPAUTOMATIC DATA PROCESSINCOM0.54%$2M6.2K
44UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.54%$2M31.5K
45AFLAFLAC INCCOM0.54%$2M16.7K
46LVMUYLVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSADR0.53%$2M14.8K
47ACWVISHARES MSCI GLOBAL MIN VOL FCT ETFUIE0.53%$2M15.7K
48CMCSACOMCAST CORP NEW CLASS ACOM0.53%$2M49.3K
49CNICANADIAN NATL RY CO FFGC0.53%$2M18.6K
50TMTOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHSADR0.50%$2M9.7K
51TGSTRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHSADR0.49%$2M64.5K
52BRK/ABERKSHIRE HATHAWAY INC DCLASS ACOM0.46%$2M2
53NKENIKE INC CLASS BCOM0.46%$2M24.8K
54NOCNORTHROP GRUMMAN CORPCOM0.45%$2M3.1K
55TTWOTAKE-TWO INTERACTIVE SOFCOM0.45%$2M7.6K
56MRSHMARSH & MCLENNAN COS INCCOM0.44%$2M6.2K
57FDXFEDEX CORPCOM0.44%$2M6.2K
58PNCPNC FINL SERVICESCOM0.42%$1M8.3K
59LMTLOCKHEED MARTIN CORPCOM0.41%$1M3.1K
60VNQVANGUARD REAL ESTATE ETFUIE0.40%$1M15.3K
61MUMICRON TECHNOLOGY INCCOM0.40%$1M15.9K
62EBAYEBAY INCCOM0.38%$1M19.2K
63RSGREPUBLIC SVCS INCCOM0.37%$1M5.2K
64ASMLFASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.36%$1M1.9K
65AVGOBROADCOM INCCOM0.36%$1M7.5K
66AZNNASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSADR0.36%$1M17.0K
67IMOIMPERIAL OIL LTD FFGC0.36%$1M17.3K
68BNBROOKFIELD CORP FCLASS AFGC0.36%$1M23.6K
69PYPLPAYPAL HLDGS INCCOM0.36%$1M18.9K
70IBMIBM CORPCOM0.36%$1M4.9K
71TRITHOMSON REUTERS CORP FFGC0.35%$1M7.1K
72GRMNGARMIN LTD FFGO0.34%$1M5.4K
73PGPROCTER & GAMBLE COCOM0.34%$1M6.9K
74MDLZMONDELEZ INTL INC CLASS ACOM0.33%$1M16.6K
75ITWILLINOIS TOOL WKS INCCOM0.31%$1M4.3K
76NTTYYNIPPON TELEG & TEL COR FSPONSORED ADR 1 ADR REPS 25 ORD SHSADR0.31%$1M43.8K
77DISDISNEY WALT COCOM0.30%$1M10.6K
78LINLINDE PLC FFGO0.30%$1M2.2K
79RWOSPDR DOW JONES GLOB REALEST ETFUIE0.29%$1M23.2K
80JCIJOHNSON CONTROLS INT FFGO0.29%$1M12.6K
81WITWIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.29%$996,000325.6K
82KOFCOCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHSADR0.28%$982,00010.8K
83ABBNYABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.27%$942,00018.1K
84MR COOPER GROUP INCCOM0.27%$936,0007.8K
85INFYINFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.27%$932,00051.1K
86UNPUNION PAC CORPCOM0.27%$929,0003.9K
87NGGNTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHSADR0.27%$918,00014.0K
88KOTHE COCA-COLA COCOM0.26%$899,00012.6K
89SRESEMPRACOM0.26%$892,00012.5K
90LYBLYONDELLBASELL INDUSTR FCLASS AFGO0.25%$862,00012.3K
91INVSC SP SMALLCAP 600 PURE VALUE ETFUIE0.25%$852,0008.6K
92CHKPCHECK POINT SOFTWARE T FFGO0.24%$822,0003.6K
93LOGILOGITECH INTERNTNL S FFGO0.23%$805,0009.5K
94PEPPEPSICO INCCOM0.23%$791,0005.3K
95PSOPEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.22%$768,00048.0K
96SONYSONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHSADR0.21%$738,00029.1K
97WMWASTE MGMT INC DELCOM0.21%$735,0003.2K
98HSBCHSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHSADR0.20%$708,00012.3K
99WTWWILLIS TOWERS WATSON P FFGO0.20%$703,0002.1K
100CVSCVS HEALTH CORPCOM0.20%$698,00010.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$391M233May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$382M199Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$371M200Oct 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$359M214Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$346M214May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$350M216Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$359M221Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$316M178Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$309M179May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$291M173Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$206M145Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$280M174Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$266M174May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review170Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$222M153Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$241M159Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$286M170May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$301M171Jan 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$275M174Oct 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$218M161Jul 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$252M170May 5, 202113F-HRchanges · EDGAR ↗
Q4 2020$224M156Feb 1, 202113F-HRchanges · EDGAR ↗
Q3 2020$199M149Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$182M138Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$150M123May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$199M155Jan 27, 202013F-HRchanges · EDGAR ↗
Q3 2019$183M150Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$181M155Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$123M75May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$109M74Feb 7, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.