Institutional Fund
Lester Murray Antman Dba Simplyrich
Carlsbad, CACIK 17258885 filings on record
Portfolio Value
$390.9K
Q1 2026
Holdings
233
Reported positions
New Buys
41
Opened this quarter
QoQ Change
+2.2%
from $382.4K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc7.0%
- Apple Inc7.0%
- Ishares Tr5.2%
- Alphabet Inc4.5%
- Ishares Tr4.4%
- Ishares Inc3.7%
- Other68.3%
Portfolio Holdings
233 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 95.3K | $27.3K | 7.0% | −479 | Reduced |
| 2 | Apple Inc | 107.2K | $27.2K | 7.0% | −144 | Reduced |
| 3 | Ishares Tr | 217.9K | $20.2K | 5.2% | −2.8K | Reduced |
| 4 | Alphabet Inc | 61.7K | $17.7K | 4.5% | 0 | Held |
| 5 | Ishares Tr | 186.3K | $17.0K | 4.4% | −4.5K | Reduced |
| 6 | Ishares Inc | 222.4K | $14.4K | 3.7% | −4.0K | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 34.8K | $11.8K | 3.0% | 0 | Held |
| 8 | Microsoft Corp | 25.8K | $9.6K | 2.4% | −22 | Reduced |
| 9 | Visa Inc | 23.6K | $7.1K | 1.8% | −1 | Reduced |
| 10 | Walmart Inc | 45.7K | $5.7K | 1.5% | −64 | Reduced |
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