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Livermore
Livermore
ZHEN

Lester Murray Antman dba SimplyRich

SEC CIK
0001725888
Latest filing
Jul 31, 2026

The latest 13F from Lester Murray Antman dba SimplyRich covers Q2 2026 (filed Jul 31, 2026): 166 long positions worth $427.1M. The top 10 holdings make up 45.5% of the portfolio, and the largest is Alphabet Inc. (GOOG) at 7.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$2.13M
Added
55
Est. +$37.0M
Reduced
32
Est. −$1.45M
Sold out
73
Est. −$32.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGAlphabet Inc.
    7.9%$33.7MHistory
  2. AAPLApple Inc.
    7.3%$31.0MHistory
  3. GOOGLAlphabet Inc.
    5.2%$22.1MHistory
  4. iShares MSCI USA Min Vol Factor ETF46429B697
    5.1%$21.9M
  5. MUMicron Technology Inc
    4.3%$18.4MHistory

Share of portfolio

Top 5 holdings and the other 161 positions, by share of portfolio value

  1. GOOG7.9%
  2. AAPL7.3%
  3. GOOGL5.2%
  4. iShares MSCI USA Min Vol Factor ETF5.1%
  5. MU4.3%
  6. Other 161 positions70.3%

Biggest buys

New and added positions, by estimated amount bought

  1. LMTLockheed Martin Corp
    +$2.53MAddedHistory
  2. BRK.ABerkshire Hathaway Inc
    +$2.42MAddedHistory
  3. LRCXLam Research Corp
    +$2.17MAddedHistory
  4. NOCNorthrop Grumman Corp
    +$2.16MAddedHistory
  5. IBMInternational Business Machines Corp
    +$2.02MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. UNHUnitedHealth Group Inc
    +0.46 pp1.0% → 1.5%History
  2. LRCXLam Research Corp
    +0.36 pp0.2% → 0.5%History
  3. NVONovo Nordisk A S
    +0.30 pp0.8% → 1.1%History
  4. ADPAutomatic Data Processing Inc
    +0.24 pp0.3% → 0.5%History
  5. CVSCVS Health Corp
    +0.22 pp0.2% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AZNAstraZeneca PLC
    −$1.78MSold outHistory
  2. LVMH Moet Hennessy Louis Vuitt502441306
    −$1.62MSold out
  3. ABBNYABB Ltd
    −$1.45MSold outHistory
  4. NTTYYNippon Telegraph & Telephone Corp
    −$1.09MSold outHistory
  5. Komatsu Ltd500458401
    −$690.0KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares MSCI Eafe Min Vol Factor ETF46429B689
    −0.53 pp4.4% → 3.8%
  2. AZNAstraZeneca PLC
    −0.46 pp0.5% → 0.0%History
  3. LVMH Moet Hennessy Louis Vuitt502441306
    −0.41 pp0.4% → 0.0%
  4. ABBNYABB Ltd
    −0.37 pp0.4% → 0.0%History
  5. NTTYYNippon Telegraph & Telephone Corp
    −0.28 pp0.3% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$427.1M
+$36.1M (+9.2%) vs. prior quarter
Positions
166
−67 vs. prior quarter
Top 10 concentration
45.5%
Top 10 as share of value
Turnover
8.3%
Q2 2026, one quarter
Average holding period
18.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $427.1M (Q2 2026)

Q1 2021: $251.8MQ2 2021: $217.6MQ3 2021: $274.8MQ4 2021: $301.2MQ1 2022: $285.9MQ2 2022: $240.9MQ3 2022: $222.1MQ4 2022: $251.3MQ1 2023: $266.0MQ2 2023: $280.5MQ3 2023: $206.2MQ4 2023: $290.8MQ1 2024: $309.5MQ2 2024: $316.0MQ3 2024: $358.7MQ4 2024: $350.4MQ1 2025: $345.6MQ2 2025: $358.9MQ3 2025: $370.6MQ4 2025: $382.4MQ1 2026: $390.9MQ2 2026: $427.1M
Q1 2021Q2 2026
13F filings of Lester Murray Antman dba SimplyRich by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026166$427.1MGOOGAAPLGOOGLvs. Q1 2026SEC
Q1 2026May 1, 2026233$390.9MGOOGAAPLiShares MSCI USA Min Vol Factor ETFvs. Q4 2025SEC
Q4 2025Jan 23, 2026199$382.4MGOOGAAPLiShares MSCI USA Min Vol Factor ETFvs. Q3 2025SEC
Q3 2025Oct 10, 2025200$370.6MAAPLGOOGiShares MSCI USA Min Vol Factor ETFvs. Q2 2025SEC
Q2 2025Jul 24, 2025214$358.9MAAPLiShares MSCI USA Min Vol Factor ETFGOOGvs. Q1 2025SEC
Q1 2025May 9, 2025214$345.6MAAPLiShares MSCI USA Min Vol Factor ETFiShares MSCI Eafe Min Vol Factor ETFvs. Q4 2024SEC
Q4 2024Jan 29, 2025216$350.4MAAPLGOOGiShares MSCI USA Min Vol Factor ETFvs. Q3 2024SEC
Q3 2024Oct 18, 2024221$358.7MAAPLiShares MSCI USA Min Vol Factor ETFGOOGvs. Q2 2024SEC
Q2 2024Jul 26, 2024178$316.0MAAPLGOOGiShares MSCI USA Min Vol Factor ETFvs. Q1 2024SEC
Q1 2024May 3, 2024179$309.5MAAPLiShares MSCI USA Min Vol Factor ETFGOOGvs. Q4 2023SEC
Q4 2023Jan 26, 2024173$290.8MAAPLiShares MSCI USA Min Vol Factor ETFGOOGvs. Q3 2023SEC
Q3 2023Oct 20, 2023145$206.2MAAPLGOOGMSFTvs. Q2 2023SEC
Q2 2023Aug 4, 2023174$280.5MAAPLiShares MSCI USA Min Vol Factor ETFiShares Incvs. Q1 2023SEC
Q1 2023May 5, 2023174$266.0MAAPLiShares MSCI USA Min Vol Factor ETFiShares Incvs. Q4 2022SEC
Q4 2022Jan 30, 2023170$251.3MAAPLiShares MSCI USA Min Vol Factor ETFiShares Incvs. Q3 2022SEC
Q3 2022Nov 1, 2022153$222.1MAAPLiShares MSCI USA Min Vol Factor ETFiShares Incvs. Q2 2022SEC
Q2 2022Jul 22, 2022159$240.9MAAPLiShares MSCI USA Min Vol Factor ETFiShares Incvs. Q1 2022SEC
Q1 2022May 4, 2022170$285.9MAAPLGOOGiShares MSCI USA Min Vol Factor ETFvs. Q4 2021SEC
Q4 2021Jan 7, 2022171$301.2MAAPLGOOGiShares MSCI USA Min Vol Factor ETFvs. Q3 2021SEC
Q3 2021Oct 4, 2021174$274.8MAAPLGOOGiShares MSCI USA Min Vol Factor ETFvs. Q2 2021SEC
Q2 2021Jul 9, 2021161$217.6MAAPLGOOGGOOGLvs. Q1 2021SEC
Q1 2021May 5, 2021170$251.8MAAPLiShares InciShares MSCI USA Min Vol Factor ETF–SEC