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Portfolio (Quarterly) Guide ↗

Lester Murray Antman dba SimplyRich

· CIK 0001725888
13F Portfolio $427M AUM 216 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 166 New
Page 5 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RKT ROCKET COS INC Financial Services 84,447.0 $1.3M 0.31% NEW $15.75 -11.0%
82 NKE NIKE INC Consumer Cyclical 36,182.0 $1.3M 0.31% NEW $36.26 +6.3%
83 GRMN GARMIN LTD Technology 5,479.0 $1.3M 0.30% NEW $237.45 +21.5%
84 BTI BRITISH AMERN TOB PLC Consumer Defensive 19,727.0 $1.3M 0.30% NEW $64.58 -10.8%
85 SLF SUN LIFE FINANCIAL INC. Financial Services 12,427.0 $1.2M 0.29% NEW $98.25 -19.3%
86 CMCSA COMCAST CORP NEW Communication Services 49,170.0 $1.2M 0.28% NEW $24.55 +10.1%
87 MDLZ MONDELEZ INTL INC Consumer Defensive 14,942.0 $1.2M 0.28% NEW $78.64 -19.9%
88 RWO SPDR INDEX SHS FDS 23,237.0 $1.2M 0.27% NEW $49.71 +2.0%
89 RZV INVESCO EXCHANGE TRADED FD T 7,558.0 $1.1M 0.26% NEW $148.98 +0.6%
90 VIG VANGUARD SPECIALIZED FUNDS 99,591.0 $1.1M 0.26% NEW $11.20 +2080.8%
91 EMR EMERSON ELEC CO Industrials 35,806.0 $1.1M 0.26% NEW $30.39 +417.1%
92 ANGLOGOLD ASHANTI PLC 13,222.0 $1.1M 0.25% NEW $80.85
93 PEP PEPSICO INC Consumer Defensive 6,285.0 $1.1M 0.25% NEW $168.02 -15.3%
94 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 9,398.0 $1.0M 0.24% NEW $110.34 +11.7%
95 ESLT ELBIT SYS LTD Industrials 1,351.0 $1.0M 0.24% NEW $758.70 -5.4%
96 ACN ACCENTURE PLC IRELAND Technology 8,088.0 $1.0M 0.24% NEW $124.38 +46.3%
97 DELL DELL TECHNOLOGIES INC Technology 2,239.0 $966K 0.23% NEW $431.44 +7.0%
98 AMERICA MOVIL SAB DE CV 36,367.0 $945K 0.22% NEW $25.99
99 CAH CARDINAL HEALTH INC Healthcare 3,700.0 $878K 0.21% NEW $237.30 +0.3%
100 ASX ASE TECHNOLOGY HLDG CO LTD Technology 17,749.0 $800K 0.19% NEW $45.07 -17.6%
Page 5 of 9  ·  166 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 11.6%
Communication Services 10.5%
Healthcare 10.5%
Industrials 9.6%
Consumer Cyclical 9.1%
Consumer Defensive 5.8%
Energy 3.3%
Basic Materials 3.3%
Utilities 1.4%