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Lester Murray Antman Dba Simplyrich - Q2 2025 13F Filings

LE

Lester Murray Antman Dba Simplyrich

CIK: 0001725888
Address: California Carlsbad 2601 Jefferson Street #407
$358.86 M
Portfolio Value
214
Assets Held
Reporting Period: Q2 2025
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q2 2025)

View Full Portfolio Analysis

Top Sells

Q2 2025

Asset Allocation

Stocks/ETFs
+3.85%
$354.72 M 98.85%
Options
$0 0.00%
Debt
$0 0.00%
Other
+2.78%
$4.14 M 1.15%

Sector Allocation (Stocks)

Lester Murray Antman Dba Simplyrich Q2 2025 Filing Summary

Lester Murray Antman Dba Simplyrich filed its 13F report for Q2 2025 on July 24, 2025. The portfolio totaled 358.86 M reflecting a +3.84% change from the prior quarter, spanning 214 assets. The top 10 holdings comprised 39.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 10 complete exits.

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FAQs for Lester Murray Antman Dba Simplyrich’s Q2 2025 Filing

Lester Murray Antman Dba Simplyrich submitted their Form 13F-HR for the Q2 2025 period on 07/24/2025. This was the only submission for the quarter.

In the Q2 2025 filing, Lester Murray Antman Dba Simplyrich reported a managed portfolio value of 358.86 M, consisting of 214 individual positions.

This page displays the raw filing documents. To see which stocks Lester Murray Antman Dba Simplyrich bought or sold during Q2 2025, please visit Lester Murray Antman Dba Simplyrich's Portfolio Analysis page.