$206 Thousand is the total value of Lester Murray Antman dba SimplyRich's 145 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INCcap stk cl a | $8,084 | +9.3% | 61,780 | 0.0% | 3.92% | +48.7% | |
| V | VISA INC | $5,438 | -3.2% | 23,645 | 0.0% | 2.64% | +31.8% | |
| HD | HOME DEPOT INC | $5,080 | -2.7% | 16,814 | 0.0% | 2.46% | +32.3% | |
| CI | THE CIGNA GROUP | $3,587 | +2.0% | 12,540 | 0.0% | 1.74% | +38.8% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,064 | -13.9% | 35,260 | 0.0% | 1.49% | +17.1% | |
| GIB | CGI INCcl a sub vtg | $2,904 | -6.6% | 29,488 | 0.0% | 1.41% | +27.2% | |
| ANTM | ELEVANCE HEALTH INC | $2,625 | -2.0% | 6,030 | 0.0% | 1.27% | +33.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,498 | +2.7% | 7,133 | 0.0% | 1.21% | +39.8% | |
| ACN | ACCENTURE PLC IRELAND | $2,483 | -0.5% | 8,088 | 0.0% | 1.20% | +35.3% | |
| AMGN | AMGEN INC | $2,465 | +21.1% | 9,173 | 0.0% | 1.20% | +64.7% | |
| NKE | NIKE INCcl b | $2,459 | -13.4% | 25,721 | 0.0% | 1.19% | +17.9% | |
| WMT | WALMART INC | $2,336 | +1.7% | 14,609 | 0.0% | 1.13% | +38.3% | |
| SCCO | SOUTHERN COPPER CORP | $2,081 | +4.9% | 27,644 | 0.0% | 1.01% | +42.7% | |
| TJX | TJX COS INC NEW | $2,076 | +4.8% | 23,358 | 0.0% | 1.01% | +42.6% | |
| MA | MASTERCARD INCORPORATEDcl a | $2,043 | +0.6% | 5,162 | 0.0% | 0.99% | +36.9% | |
| CSCO | CISCO SYS INC | $1,704 | +3.9% | 31,710 | 0.0% | 0.83% | +41.4% | |
| TM | TOYOTA MOTOR CORPads | $1,665 | +11.8% | 9,267 | 0.0% | 0.81% | +52.2% | |
| FDX | FEDEX CORP | $1,654 | +6.8% | 6,246 | 0.0% | 0.80% | +45.3% | |
| NVS | NOVARTIS AGsponsored adr | $1,637 | +0.9% | 16,077 | 0.0% | 0.79% | +37.4% | |
| PCAR | PACCAR INC | $1,609 | +1.6% | 18,935 | 0.0% | 0.78% | +38.3% | |
| RACE | FERRARI N V | $1,608 | -9.2% | 5,443 | 0.0% | 0.78% | +23.6% | |
| AMZN | AMAZON COM INC | $1,433 | -2.5% | 11,280 | 0.0% | 0.70% | +32.6% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,329 | -2.7% | 12,085 | 0.0% | 0.64% | +32.4% | |
| MSI | MOTOROLA SOLUTIONS INC | $1,325 | -7.1% | 4,869 | 0.0% | 0.64% | +26.3% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $1,293 | +3.2% | 13,654 | 0.0% | 0.63% | +40.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,258 | +9.5% | 5,232 | 0.0% | 0.61% | +48.8% | |
| AZN | ASTRAZENECA PLCsponsored adr | $1,146 | -5.4% | 16,930 | 0.0% | 0.56% | +28.7% | |
| ASML | ASML HOLDING N V | $1,120 | -18.8% | 1,903 | 0.0% | 0.54% | +10.4% | |
| PYPL | PAYPAL HLDGS INC | $1,106 | -12.4% | 18,920 | 0.0% | 0.54% | +19.1% | |
| MMC | MARSH & MCLENNAN COS INC | $1,087 | +1.2% | 5,715 | 0.0% | 0.53% | +37.6% | |
| MU | MICRON TECHNOLOGY INC | $1,081 | +7.8% | 15,900 | 0.0% | 0.52% | +46.4% | |
| FISV | FISERV INC | $1,067 | -10.5% | 9,450 | 0.0% | 0.52% | +21.9% | |
| AFL | AFLAC INC | $1,068 | +10.0% | 13,922 | 0.0% | 0.52% | +49.7% | |
| IMO | IMPERIAL OIL LTD | $1,064 | +20.5% | 17,266 | 0.0% | 0.52% | +63.8% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,061 | -4.6% | 7,560 | 0.0% | 0.52% | +30.1% | |
| PNC | PNC FINL SVCS GROUP INC | $1,013 | -2.5% | 8,255 | 0.0% | 0.49% | +32.7% | |
| MDLZ | MONDELEZ INTL INCcl a | $1,004 | -4.8% | 14,476 | 0.0% | 0.49% | +29.5% | |
| ITW | ILLINOIS TOOL WKS INC | $982 | -8.0% | 4,267 | 0.0% | 0.48% | +25.3% | |
| DIS | DISNEY WALT CO | $973 | -9.2% | 12,006 | 0.0% | 0.47% | +23.6% | |
| SAP | SAP SEspon adr | $953 | -5.5% | 7,375 | 0.0% | 0.46% | +28.7% | |
| ATVI | ACTIVISION BLIZZARD INC | $939 | +11.0% | 10,036 | 0.0% | 0.46% | +50.7% | |
| PEP | PEPSICO INC | $913 | -8.5% | 5,391 | 0.0% | 0.44% | +24.4% | |
| KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $900 | -5.9% | 11,478 | 0.0% | 0.44% | +28.2% | |
| THOMSON REUTERS CORP. | $865 | -9.3% | 7,074 | 0.0% | 0.42% | +23.5% | ||
| EBAY | EBAY INC. | $847 | -1.3% | 19,220 | 0.0% | 0.41% | +34.3% | |
| UNP | UNION PAC CORP | $806 | -0.5% | 3,959 | 0.0% | 0.39% | +35.3% | |
| INTC | INTEL CORP | $779 | +6.3% | 21,932 | 0.0% | 0.38% | +44.8% | |
| CVS | CVS HEALTH CORP | $745 | +0.9% | 10,679 | 0.0% | 0.36% | +37.3% | |
| RSG | REPUBLIC SVCS INC | $743 | -6.9% | 5,215 | 0.0% | 0.36% | +26.3% | |
| BROOKFIELD CORPcl a ltd vt sh | $737 | -7.1% | 23,569 | 0.0% | 0.36% | +26.1% | ||
| JCI | JOHNSON CTLS INTL PLC | $670 | -21.9% | 12,603 | 0.0% | 0.32% | +6.2% | |
| ABB | ABB LTDsponsored adr | $643 | -9.3% | 18,073 | 0.0% | 0.31% | +23.3% | |
| AVGO | BROADCOM INC | $624 | -4.3% | 752 | 0.0% | 0.30% | +30.6% | |
| TGT | TARGET CORP | $592 | -16.1% | 5,357 | 0.0% | 0.29% | +13.9% | |
| IX | ORIX CORPsponsored adr | $589 | +3.0% | 6,279 | 0.0% | 0.29% | +40.2% | |
| EBR | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $578 | -11.6% | 79,119 | 0.0% | 0.28% | +20.2% | |
| INFY | INFOSYS LTDsponsored adr | $561 | +6.5% | 32,820 | 0.0% | 0.27% | +44.7% | |
| AON | AON PLC | $554 | -6.1% | 1,711 | 0.0% | 0.27% | +28.1% | |
| CAT | CATERPILLAR INC | $544 | +10.8% | 1,996 | 0.0% | 0.26% | +50.9% | |
| MRK | MERCK & CO INC | $516 | -10.9% | 5,021 | 0.0% | 0.25% | +21.4% | |
| APTV | APTIV PLC | $503 | -3.3% | 5,103 | 0.0% | 0.24% | +31.9% | |
| DHI | D R HORTON INC | $493 | -11.8% | 4,595 | 0.0% | 0.24% | +20.1% | |
| EMR | EMERSON ELEC CO | $483 | +6.9% | 5,008 | 0.0% | 0.23% | +45.3% | |
| ORCL | ORACLE CORP | $435 | -11.0% | 4,113 | 0.0% | 0.21% | +21.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $426 | +4.7% | 3,043 | 0.0% | 0.21% | +42.8% | |
| COOP | MR COOPER GROUP INC | $419 | +5.8% | 7,832 | 0.0% | 0.20% | +44.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $382 | -0.3% | 84,683 | 0.0% | 0.18% | +35.0% | |
| A | AGILENT TECHNOLOGIES INC | $380 | -6.9% | 3,400 | 0.0% | 0.18% | +26.9% | |
| CHT | CHUNGHWA TELECOM CO LTDspon adr new11 | $339 | -3.7% | 9,459 | 0.0% | 0.16% | +31.2% | |
| CAH | CARDINAL HEALTH INC | $321 | -8.0% | 3,700 | 0.0% | 0.16% | +25.8% | |
| FB | META PLATFORMS INCcl a | $317 | +4.6% | 1,059 | 0.0% | 0.15% | +42.6% | |
| SYY | SYSCO CORP | $304 | -10.9% | 4,607 | 0.0% | 0.15% | +20.5% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $292 | -13.1% | 1,879 | 0.0% | 0.14% | +18.3% | |
| COF | CAPITAL ONE FINL CORP | $285 | -11.2% | 2,939 | 0.0% | 0.14% | +21.1% | |
| AZO | AUTOZONE INC | $276 | +1.8% | 109 | 0.0% | 0.13% | +38.1% | |
| TEL | TE CONNECTIVITY LTD | $271 | -12.0% | 2,200 | 0.0% | 0.13% | +19.1% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $269 | -2.9% | 532 | 0.0% | 0.13% | +31.3% | |
| GD | GENERAL DYNAMICS CORP | $265 | +2.7% | 1,203 | 0.0% | 0.13% | +40.2% | |
| PSA | PUBLIC STORAGE | $262 | -9.7% | 995 | 0.0% | 0.13% | +23.3% | |
| OTEX | OPEN TEXT CORP | $260 | -15.6% | 7,418 | 0.0% | 0.13% | +14.5% | |
| BIDU | BAIDU INCspon adr rep a | $255 | -1.5% | 1,899 | 0.0% | 0.12% | +34.8% | |
| SCHW | SCHWAB CHARLES CORP | $247 | -3.1% | 4,510 | 0.0% | 0.12% | +31.9% | |
| EXPD | EXPEDITORS INTL WASH INC | $233 | -5.3% | 2,037 | 0.0% | 0.11% | +28.4% | |
| ORLY | OREILLY AUTOMOTIVE INC | $229 | -4.6% | 252 | 0.0% | 0.11% | +29.1% | |
| FMX | FOMENTO ECONOMICO MEXICANO Sspon adr units | $227 | -1.7% | 2,088 | 0.0% | 0.11% | +34.1% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $224 | -21.1% | 1,700 | 0.0% | 0.11% | +7.9% | |
| PM | PHILIP MORRIS INTL INC | $225 | -5.1% | 2,431 | 0.0% | 0.11% | +29.8% | |
| SLF | SUN LIFE FINANCIAL INC. | $218 | -6.4% | 4,481 | 0.0% | 0.11% | +27.7% | |
| MGA | MAGNA INTL INC | $203 | -5.1% | 3,800 | 0.0% | 0.10% | +28.9% | |
| LRCX | LAM RESEARCH CORP | $203 | -2.4% | 324 | 0.0% | 0.10% | +32.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 24 | Q3 2023 | 9.2% |
| UNITEDHEALTH GROUP INC COM | 24 | Q3 2023 | 3.7% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 4.0% |
| VISA INC COM CL A | 24 | Q3 2023 | 3.1% |
| HOME DEPOT INC COM | 24 | Q3 2023 | 2.7% |
| NOVO NORDISK A/S ADR SPONSORED | 24 | Q3 2023 | 3.8% |
| LAUDER ESTEE COS INC | 24 | Q3 2023 | 2.1% |
| NIKE INC COM CL B | 24 | Q3 2023 | 1.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 24 | Q3 2023 | 1.9% |
| PAYPAL HOLDINGS INC COM | 24 | Q3 2023 | 2.5% |
View Lester Murray Antman dba SimplyRich's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-07 |
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.