Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2009 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 27 | Q2 2024 | 9.2% |
MICROSOFT CORP COM | 27 | Q2 2024 | 4.0% |
UNITEDHEALTH GROUP INC COM | 27 | Q2 2024 | 3.7% |
VISA INC COM CL A | 27 | Q2 2024 | 3.1% |
HOME DEPOT INC COM | 27 | Q2 2024 | 2.7% |
NOVO NORDISK A/S ADR SPONSORED | 27 | Q2 2024 | 3.9% |
LAUDER ESTEE COS INC | 27 | Q2 2024 | 2.1% |
NIKE INC COM CL B | 27 | Q2 2024 | 1.9% |
TAIWAN SEMICONDUCTOR MFG LTD | 27 | Q2 2024 | 1.9% |
COMCAST CORP NEW | 27 | Q2 2024 | 1.8% |
View Lester Murray Antman dba SimplyRich's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-19 |
13F-HR | 2024-07-26 |
13F-HR | 2024-05-03 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-20 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-05 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-22 |
View Lester Murray Antman dba SimplyRich's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.