Lester Murray Antman dba SimplyRich

Q3 2026 13F-HR Holdings

Location
Carlsbad, CA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
223
Total value ($000)
$427,758
Net value change ($000)
+693 (0.2%)
New positions
59
Sold out positions
2
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 3,703 11.9%
MSFT 3,356 34.9%
AZN 1,578 NEW
THOMSON REUTERS CORP 825 NEW
SCCO 757 14.4%
TGT 718 NEW
DE 689 NEW
RIO 683 NEW
SONY 637 NEW
EFAV 637 3.9%
Top Reduces (Value $000, Stocks/ETFs)
GOOG -1,427 -4.2%
MU -1,418 -7.7%
LRCX -1,216 -53.3%
IBM -1,190 -53.5%
HD -1,184 -20.1%
TSM -1,101 -6.6%
NOC -1,092 -43.5%
VNQ -1,002 -42.6%
NVO -996 -21.4%
LMT -953 -37.5%
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