Lester Murray Antman dba SimplyRich

Q2 2026 13F-HR Holdings

Location
Carlsbad, CA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$427,065
Net value change ($000)
+36,138 (9.2%)
New positions
6
Sold out positions
73
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 12,982 241.7%
GOOGL 6,327 23.1%
TSM 4,861 41.3%
GOOGL 4,309 24.3%
AAPL 3,807 14.0%
UNH 2,332 57.1%
EEMV 2,083 14.5%
USMV 1,647 8.1%
LRCX 1,588 229.5%
NVO 1,549 49.7%
Top Reduces (Value $000, Stocks/ETFs)
AZN -1,784 -100.0%
LVMUY -1,616 -100.0%
ABLZF -1,454 -100.0%
NTTYY -1,087 -100.0%
EFAV -693 -4.1%
KMTUY -690 -100.0%
SWVXX -683 -100.0%
ALIZY -669 -100.0%
HLN -658 -100.0%
RDY -637 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type