Lester Murray Antman dba SimplyRich

Q3 2025 13F-HR Holdings

Location
Carlsbad, CA
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
200
Total value ($000)
$370,612
Net value change ($000)
+11,747 (3.3%)
New positions
9
Sold out positions
27
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 6,508 37.0%
AAPL 5,341 24.0%
GOOGL 4,129 37.9%
TSM 1,842 23.3%
MU 701 35.8%
VIPS 684 31.1%
SCCO 673 23.2%
HD 658 10.5%
UNH 501 10.6%
TJX 492 17.1%
Top Reduces (Value $000, Stocks/ETFs)
NVO -1,682 -26.4%
LVMUY -1,554 -100.0%
NTTYY -1,167 -100.0%
ABLZF -1,078 -100.0%
EEMV -1,000 -6.3%
EFAV -976 -5.7%
ALIZY -645 -100.0%
BRDCY -627 -100.0%
SWVXX -627 -100.0%
BABA -596 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type