Lester Murray Antman dba SimplyRich

CIK 0001725888 · Q1 2026

13F Equity AUM

$391K

-99.9% QoQ

Positions

233

+34 QoQ

AUM Rank

#12,126

Top 97%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,713 · Top 45%

vs S&P -4.7%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 28.0%Top 10: 40.4%Top 20: 51.6%

GOOG7.0%

AAPL7.0%

USMV5.2%

GOOGL4.5%

EFAV4.3%

EEMV3.7%

TSM3.0%

MSFT2.4%

V1.8%

WMT1.4%

Others (223)59.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services27.9%

Technology20.1%

Communication Services14.8%

Healthcare8.1%

Industrials7.5%

Consumer Cyclical7.2%

Consumer Defensive4.4%

Energy4.1%

Other5.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 233Median: 0.17%Avg: 0.43%

0–0.5%

188(33.0%)

0.5–1%

29(19.0%)

1–3%

9(13.3%)

3–5%

4(15.6%)

5%+

3(19.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 212Unique: 21vs 20 funds

2.9%Low

233

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

4.4%

5.1%

4.2%

6.8%

4.8%

VANGUARD CAPITAL MANAGEMENT LLC

4.6%

GEODE CAPITAL MANAGEMENT, LLC

4.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New41Increased30Decreased81Exited7

New Positions

AZN0.5%

+9K

LVMUY0.4%

+15K

UL0.4%

+28K

ABJA0.4%

+18K

NTTYY0.3%

+44K

TTE0.2%

+8K

KMTUY0.2%

+18K

SWVXX0.2%

+684K

ALIZY0.2%

+16K

BRDCY0.2%

+62K

Increased

AMX0.2%

+20K(+174%)

NMR0.2%

+13K(+17%)

T0.2%

+3K(+15%)

RDY0.2%

+3K(+8%)

CMCSA0.4%

+3K(+6%)

TGS0.6%

+2K(+3%)

SKM0.1%

+632(+5%)

NOK0.1%

+561(+1%)

SUZ0.1%

+454(+2%)

PCAR0.5%

+396(+2%)

Decreased

WIT0.1%

-204,569(-68%)

AEG0.1%

-54,725(-49%)

INFY0.1%

-13,706(-30%)

REET0.8%

-12,117(-9%)

EFAV4.3%

-4,543(-2%)

EEMV3.7%

-3,968(-2%)

VIPS0.6%

-3,840(-3%)

USMV5.2%

-2,771(-1%)

PSO0.1%

-2,548(-7%)

CLV0.1%

-2,462(-29%)

Exited

-18,063

-28,394

-6,686

-10,999

-6,733

-2,340

-400

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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