Lester Murray Antman dba SimplyRich

Q4 2025 13F-HR Holdings

Location
Carlsbad, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
199
Total value ($000)
$382,388
Net value change ($000)
+11,776 (3.2%)
New positions
14
Sold out positions
11
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 5,975 24.8%
GOOGL 4,308 28.7%
MU 1,878 70.6%
RKT 1,634 NEW
AAPL 1,619 5.9%
TSM 835 8.6%
USMV 737 3.7%
SCCO 692 19.4%
TGS 677 49.9%
IX 642 53.1%
Top Reduces (Value $000, Stocks/ETFs)
Unilever PLC -1,916 -100.0%
COOP -1,618 -100.0%
FISV -1,206 -100.0%
HD -1,042 -15.1%
MSFT -896 -6.7%
RELX -797 -20.6%
RACE -615 -23.8%
TTE -490 -100.0%
EEMV -416 -2.8%
MSI -370 -16.6%
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