13F-HR filed by Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-03, with 166 holding rows worth $427,065,000.
- Accession
- 0001725888-26-000003
- Filer
- CIK 1725888
- Filed
- 2026-08-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 216 entries on the cover page, a total value of $427,065,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $427,065,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-18236. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 95,308 | $33,675,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 107,218 | $31,024,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 61,722 | $22,057,000 | thousands, detected and multiplied | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 226,613 | $21,859,000 | thousands, detected and multiplied | |
| Micron Technology,Inc. | 595112103 | COM | 15,900 | $18,353,000 | thousands, detected and multiplied | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 34,816 | $16,627,000 | thousands, detected and multiplied | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 218,941 | $16,481,000 | thousands, detected and multiplied | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 186,185 | $16,330,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 25,800 | $9,623,000 | thousands, detected and multiplied | |
| Visa Inc | 92826C839 | COM | 23,551 | $8,080,000 | thousands, detected and multiplied | |
| UnitedHealth Group Inc | 91324P102 | COM | 15,443 | $6,418,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 16,711 | $5,893,000 | thousands, detected and multiplied | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 26,084 | $5,550,000 | thousands, detected and multiplied | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 30,164 | $5,256,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 45,683 | $5,174,000 | thousands, detected and multiplied | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 97,277 | $4,663,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 34,849 | $4,093,000 | thousands, detected and multiplied | |
| MCKESSON CORP COM | 58155Q103 | Stock | 5,194 | $3,924,000 | thousands, detected and multiplied | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,830 | $3,640,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,259 | $3,632,000 | thousands, detected and multiplied | |
| TJX Companies Inc | 872540109 | COM | 23,503 | $3,560,000 | thousands, detected and multiplied | |
| Cigna Corporation | 125523100 | COM | 12,379 | $3,412,000 | thousands, detected and multiplied | |
| iShares Global REIT ETF | 46434V647 | SHS | 118,328 | $3,268,000 | thousands, detected and multiplied | |
| Amgen Inc. | 031162100 | COM | 8,999 | $3,258,000 | thousands, detected and multiplied | |
| McDonalds Corporation | 580135101 | COM | 10,764 | $2,909,000 | thousands, detected and multiplied | |
| Broadcom Inc. | 11135F101 | COM | 7,471 | $2,822,000 | thousands, detected and multiplied | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 17,763 | $2,783,000 | thousands, detected and multiplied | |
| Raytheon Technologies Corporation | 75513E101 | COM | 14,522 | $2,755,000 | thousands, detected and multiplied | |
| MasterCard, Inc | 57636Q104 | COM | 5,162 | $2,651,000 | thousands, detected and multiplied | |
| Lockheed Martin Corporation | 539830109 | COM | 646,871 | $2,540,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 10,646 | $2,537,000 | thousands, detected and multiplied | |
| ORIX CORP SPONSORED ADR | 686330101 | ADR | 66,449 | $2,527,000 | thousands, detected and multiplied | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 21,603 | $2,515,000 | thousands, detected and multiplied | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 22,013 | $2,513,000 | thousands, detected and multiplied | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 15,503 | $2,490,000 | thousands, detected and multiplied | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 6,560 | $2,417,000 | thousands, detected and multiplied | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| Elevance Health, Inc. | 036752103 | COM | 6,229 | $2,408,000 | thousands, detected and multiplied | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 74,441 | $2,357,000 | thousands, detected and multiplied | |
| Vanguard Real Estate | 922908553 | SHS | 82,768 | $2,354,000 | thousands, detected and multiplied | |
| Chubb Limited | H1467J104 | COM | 6,775 | $2,308,000 | thousands, detected and multiplied | |
| Lam Research Corporation | 512807306 | COM | 70,136 | $2,280,000 | thousands, detected and multiplied | |
| SHELL PLC SPON ADS | 780259305 | ADR | 29,281 | $2,270,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 53,741 | $2,223,000 | thousands, detected and multiplied | |
| PACCAR INC COM | 693718108 | Stock | 18,327 | $2,201,000 | thousands, detected and multiplied | |
| Automatic Data Processing,Inc. | 053015103 | COM | 42,381 | $2,166,000 | thousands, detected and multiplied | |
| EBAY INC. COM | 278642103 | Stock | 19,220 | $2,147,000 | thousands, detected and multiplied | |
| COMPANIA DE MINAS BUENAVENTU | 204448104 | SPONSORED ADR | 82,735 | $2,131,000 | thousands, detected and multiplied | |
| Caterpillar Inc. | 149123101 | COM | 1,996 | $2,125,000 | thousands, detected and multiplied | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 48,742 | $2,033,000 | thousands, detected and multiplied | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 8,255 | $2,032,000 | thousands, detected and multiplied | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 4,845 | $2,012,000 | thousands, detected and multiplied | |
| TRANSPORTADORA DE GAS SUR | 893870204 | SPONSORED ADS B | 67,415 | $2,004,000 | thousands, detected and multiplied | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 16,459 | $1,978,000 | thousands, detected and multiplied | |
| FERRARI N V | N3167Y103 | COM | 5,293 | $1,970,000 | thousands, detected and multiplied | |
| CGI INC CL A SUB VTG | 12532H104 | Stock | 30,354 | $1,959,000 | thousands, detected and multiplied | |
| CANADIANNATLRYCOF | 136375102 | STOK | 16,394 | $1,954,000 | thousands, detected and multiplied | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 50,324 | $1,938,000 | thousands, detected and multiplied | |
| AFLAC INC COM | 001055102 | Stock | 16,468 | $1,930,000 | thousands, detected and multiplied | |
| IMPERIAL OIL LTD COM NEW | 453038408 | Stock | 17,166 | $1,922,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,042 | $1,910,000 | thousands, detected and multiplied | |
| FEDEX CORP COM | 31428X106 | Stock | 6,100 | $1,910,000 | thousands, detected and multiplied | |
| NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS | 636274409 | STOK | 62,150 | $1,909,000 | thousands, detected and multiplied | |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 92763W103 | ADR | 143,872 | $1,907,000 | thousands, detected and multiplied | |
| SAP SE SPON ADR | 803054204 | ADR | 17,093 | $1,889,000 | thousands, detected and multiplied | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 7,560 | $1,889,000 | thousands, detected and multiplied | |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | 191241108 | ADR | 33,619 | $1,853,000 | thousands, detected and multiplied | |
| UNILEVER PLC SPON ADR NEW | 904767803 | ADR | 30,646 | $1,842,000 | thousands, detected and multiplied | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 12,603 | $1,841,000 | thousands, detected and multiplied | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 38,891 | $1,825,000 | thousands, detected and multiplied | |
| CME Group Inc. Class A | 12572Q105 | COM | 8,147 | $1,799,000 | thousands, detected and multiplied | |
| CVS Health Corporation | 126650100 | COM | 20,144 | $1,758,000 | thousands, detected and multiplied | |
| Union Pacific Corporation | 907818108 | COM | 7,811 | $1,739,000 | thousands, detected and multiplied | |
| Intel Corp | 458140100 | COM | 12,431 | $1,735,000 | thousands, detected and multiplied | |
| SEMPRA COM | 816851109 | Stock | 16,468 | $1,715,000 | thousands, detected and multiplied | |
| Coca-Cola Company | 191216100 | COM | 19,959 | $1,662,000 | thousands, detected and multiplied | |
| Walt Disney Co | 254687106 | COM | 20,857 | $1,645,000 | thousands, detected and multiplied | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 35,351 | $1,505,000 | thousands, detected and multiplied | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 11,895 | $1,464,000 | thousands, detected and multiplied | |
| Procter & Gamble Co | 742718109 | COM | 11,746 | $1,391,000 | thousands, detected and multiplied | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 5,777 | $1,356,000 | thousands, detected and multiplied | |
| ROCKET COS INC | 77311W101 | COM CL A | 84,447 | $1,330,000 | thousands, detected and multiplied | |
| NIKE,Inc. Class B | 654106103 | COM | 36,182 | $1,312,000 | thousands, detected and multiplied | |
| GARMIN LTD SHS | H2906T109 | Stock | 5,479 | $1,301,000 | thousands, detected and multiplied | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 19,727 | $1,274,000 | thousands, detected and multiplied | |
| SUN LIFE FINANCIAL INC. COM | 866796105 | Stock | 12,427 | $1,221,000 | thousands, detected and multiplied | |
| Comcast Corp | 20030N101 | COM | 49,170 | $1,207,000 | thousands, detected and multiplied | |
| Mondelez International,Inc. Class A | 609207105 | COM | 14,942 | $1,175,000 | thousands, detected and multiplied | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 23,237 | $1,155,000 | thousands, detected and multiplied | |
| INVESCO S&P SMALLCAP 600PURE VALUE ETF | 46137V167 | ETF | 7,558 | $1,126,000 | thousands, detected and multiplied | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 99,591 | $1,115,000 | thousands, detected and multiplied | |
| EMERSON ELEC CO COM | 291011104 | Stock | 35,806 | $1,088,000 | thousands, detected and multiplied | |
| ANGLOGOLD ASHANTI PLC | G0378L100 | COM SHS | 13,222 | $1,069,000 | thousands, detected and multiplied | |
| PepsiCo,Inc. | 713448108 | COM | 6,285 | $1,056,000 | thousands, detected and multiplied | |
| FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | 344419106 | ADR | 9,398 | $1,037,000 | thousands, detected and multiplied | |
| ELBIT SYS LTD ORD | M3760D101 | Stock | 1,351 | $1,025,000 | thousands, detected and multiplied | |
| Accenture Plc Class A | G1151C101 | COM | 8,088 | $1,006,000 | thousands, detected and multiplied | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 2,239 | $966,000 | thousands, detected and multiplied | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | 02390A101 | ADR | 36,367 | $945,000 | thousands, detected and multiplied | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 3,700 | $878,000 | thousands, detected and multiplied | |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | 00215W100 | ADR | 17,749 | $800,000 | thousands, detected and multiplied | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 2,247 | $786,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,059 | $778,000 | thousands, detected and multiplied | |
| Linde plc | G54950103 | COM | 1,493 | $774,000 | thousands, detected and multiplied | |
| NOMURA HLDGS INC SPONSORED ADR | 65535H208 | ADR | 88,146 | $773,000 | thousands, detected and multiplied | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 5,931 | $759,000 | thousands, detected and multiplied | |
| D R HORTON INC COM | 23331A109 | Stock | 4,595 | $748,000 | thousands, detected and multiplied | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 17,270 | $745,000 | thousands, detected and multiplied | |
| AXIA ENERGIA SA | 15234Q207 | SPONSORED ADR | 70,179 | $741,000 | thousands, detected and multiplied | |
| TC ENERGY CORP | 87807B107 | COM | 10,982 | $727,000 | thousands, detected and multiplied | |
| TOTALENERGIES SE ACT | F92124100 | Stock | 9,161 | $712,000 | thousands, detected and multiplied | |
| GOLD FIELDS LTD SPONSORED ADR | 38059T106 | ADR | 20,835 | $699,000 | thousands, detected and multiplied | |
| Waste Management, Inc. | 94106L109 | COM | 3,121 | $695,000 | thousands, detected and multiplied | |
| AON PLC SHS CL A | G0403H108 | Stock | 2,051 | $680,000 | thousands, detected and multiplied | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 3,375 | $677,000 | thousands, detected and multiplied | |
| CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 17133Q502 | ADR | 14,885 | $658,000 | thousands, detected and multiplied | |
| Atour Lifestyle Holding | 04965M106 | COM | 20,602 | $655,000 | thousands, detected and multiplied | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 2,501 | $651,000 | thousands, detected and multiplied | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 6,924 | $637,000 | thousands, detected and multiplied | |
| LOGITECH INTL S A SHS | H50430232 | Stock | 6,728 | $632,000 | thousands, detected and multiplied | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 11,976 | $630,000 | thousands, detected and multiplied | |
| ENBRIDGE INC COM | 29250N105 | Stock | 11,493 | $623,000 | thousands, detected and multiplied | |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | 20441A102 | ADR | 106,105 | $613,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,059 | $596,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 7,110 | $595,000 | thousands, detected and multiplied | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 34,376 | $555,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 694 | $518,000 | thousands, detected and multiplied | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 1,973 | $515,000 | thousands, detected and multiplied | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 2,100 | $501,000 | thousands, detected and multiplied | |
| Oracle Corporation | 68389X105 | COM | 3,363 | $492,000 | thousands, detected and multiplied | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 3,339 | $486,000 | thousands, detected and multiplied | |
| AEGON LTD AMER REG 1 CERT | 0076CA104 | ADR | 56,361 | $475,000 | thousands, detected and multiplied | |
| CMB.TECH NV SHS | B38564108 | Stock | 33,166 | $463,000 | thousands, detected and multiplied | |
| INVESCO DB PRECIOUS METALS FUND | 46140H502 | ETF | 5,000 | $462,000 | thousands, detected and multiplied | |
| AT&T Inc | 00206R102 | COM | 22,107 | $457,000 | thousands, detected and multiplied | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 3,400 | $451,000 | thousands, detected and multiplied | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 2,111 | $447,000 | thousands, detected and multiplied | |
| Altria Group Inc | 02209S103 | COM | 6,199 | $446,000 | thousands, detected and multiplied | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 2,200 | $443,000 | thousands, detected and multiplied | |
| CRH PLC ORD | G25508105 | Stock | 4,084 | $436,000 | thousands, detected and multiplied | |
| KASPI KZ JSC | 48581R205 | SPONSORED ADS | 4,970 | $430,000 | thousands, detected and multiplied | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 5,156 | $424,000 | thousands, detected and multiplied | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 11,449 | $420,000 | thousands, detected and multiplied | |
| SK TELECOM CO LTD SPONSORED ADR | 78440P306 | ADR | 12,780 | $411,000 | thousands, detected and multiplied | |
| PETROLEO BRASILEIRO S A | 71654V101 | SP ADR NON VTG | 28,035 | $410,000 | thousands, detected and multiplied | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 4,260 | $408,000 | thousands, detected and multiplied | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,089 | $401,000 | thousands, detected and multiplied | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 29,263 | $387,000 | thousands, detected and multiplied | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,435 | $373,000 | thousands, detected and multiplied | |
| JANUX THERAPEUTICS INC | 47103J105 | COM | 24,315 | $373,000 | thousands, detected and multiplied | |
| MANULIFE FINL CORP | 56501R106 | COM | 9,105 | $368,000 | thousands, detected and multiplied | |
| Verizon Communications Inc | 92343V104 | COM | 8,623 | $365,000 | thousands, detected and multiplied | |
| TENARIS S A SPONSORED ADS | 88031M109 | ADR | 5,756 | $319,000 | thousands, detected and multiplied | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 999 | $317,000 | thousands, detected and multiplied | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 4,426 | $316,000 | thousands, detected and multiplied | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 5,190 | $288,000 | thousands, detected and multiplied | |
| ALCON AG ORD SHS | H01301128 | Stock | 3,841 | $257,000 | thousands, detected and multiplied | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 1,937 | $254,000 | thousands, detected and multiplied | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 984 | $251,000 | thousands, detected and multiplied | |
| ConocoPhillips | 20825C104 | COM | 2,405 | $250,000 | thousands, detected and multiplied | |
| ZTO EXPRESS CAYMAN INC | 98980A105 | SPONSORED ADS A | 11,121 | $248,000 | thousands, detected and multiplied | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 2,665 | $247,000 | thousands, detected and multiplied | |
| Booking Holdings Inc. | 09857L108 | COM | 1,375 | $245,000 | thousands, detected and multiplied | |
| FOX CORP | 35137L204 | CL B COM | 5,161 | $241,000 | thousands, detected and multiplied | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 75,000 | $235,000 | thousands, detected and multiplied | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 5,819 | $231,000 | thousands, detected and multiplied | |
| NUTRIEN LTD COM | 67077M108 | Stock | 3,559 | $224,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001725888-26-000003 | this filing | 2026-08-03 | acceptance time not in the bulk data set |