account_balance

Investment manager · 13F filer · SEC CIK 1725888

Lester Murray Antman dba SimplyRich

Reported value$428Mas of Sep 30, 2026
Positions223 59 new, 2 sold out
Top 10 weight46.0%AAPL alone is 8%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 8.1% Trimmed −3%GOOG Alphabet Inc. 7.5% Held
USMV iShares Tr 5.2% Held
GOOGL Alphabet Inc. 5.0% Held
EFAV iShares Tr 4.0% Held
MU Micron Technology Inc 4.0% Held
EEMV iShares Inc 3.6% Trimmed −4%
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.6% Trimmed −2%MSFT Microsoft Corp 3.0% HeldV Visa Inc. 2.0% HeldSCCO Southern Copper Corp 1.4% HeldUNH UnitedHealth Group Inc 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • Berkshire Hathaway Inc −100%
  • LMT −100%
  • LRCX −95%
  • IBM −91%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist