Lester Murray Antman dba SimplyRich

Q1 2026 13F-HR Holdings

Location
Carlsbad, CA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$390,927
Net value change ($000)
+8,539 (2.2%)
New positions
41
Sold out positions
7
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AZN 1,784 NEW
LVMUY 1,616 NEW
UL 1,599 NEW
ABLZF 1,454 NEW
TSM 1,186 11.2%
NTTYY 1,087 NEW
SCCO 879 20.6%
MU 833 18.4%
IMO 764 51.6%
TOTALENERGIES SE 731 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,940 -23.5%
GOOGL -2,718 -9.0%
AAPL -1,977 -6.8%
AZN -1,660 -100.0%
GOOGL -1,570 -8.1%
NVO -1,274 -29.0%
V -1,141 -13.8%
UNH -932 -18.6%
WIT -650 -76.0%
GIB -626 -23.0%
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