Titelia

Holdings of Lester Murray Antman dba SimplyRich

186 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.9 % of the equity sleeve

Sector breakdown

  • Technology 19.7 %
  • Communication 14.9 %
  • Health care 8.0 %
  • Financials 7.6 %
  • Funds 7.0 %
  • Consumer discretionary 7.0 %
  • Industrials 6.7 %
  • Consumer staples 4.5 %
  • Energy 1.5 %
  • Materials 0.7 %
  • Utilities 0.6 %
  • Unattributed 21.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 84.8 %
  • TW 3.5 %
  • GB 2.5 %
  • JP 2.0 %
  • BR 1.1 %
  • DK 0.9 %
  • DE 0.7 %
  • MX 0.7 %
  • NL 0.7 %
  • CH 0.5 %
  • PE 0.5 %
  • FR 0.5 %
  • Other countries 1.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US133298.5K $84.76 %
2TW212.2K $3.45 %
3GB88.9K $2.53 %
4JP77K $1.98 %
5BR83.8K $1.09 %
6DK13.1K $0.88 %
7DE42.6K $0.73 %
8MX32.4K $0.69 %
9NL12.4K $0.69 %
10CH21.7K $0.48 %
11PE11.6K $0.46 %
12FR11.6K $0.46 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 95,33627.3K $
2Apple Inc 107,24527.2K $
3iShares MSCI USA Min Vol Factor ETF 217,94320.2K $
4Alphabet Inc 61,72217.7K $
5iShares MSCI EAFE Min Vol Factor ETF 186,31217K $
6iShares MSCI Emerging Markets Min Vol Factor ETF 222,43514.4K $
7Taiwan Semiconductor Manufacturing Co Ltd 34,81611.8K $
8Microsoft Corp 25,8179.6K $
9Visa Inc 23,5517.1K $
10Walmart Inc 45,7275.7K $
11Home Depot Inc/The 16,9385.6K $
12Micron Technology Inc 15,9005.4K $
13Southern Copper Corp 29,8815.1K $
14Invesco S&P 500 Equal Weight ETF 26,0845K $
15McKesson Corp 5,1924.5K $
16UnitedHealth Group Inc 15,1014.1K $
17TJX Cos Inc/The 23,3583.7K $
18Berkshire Hathaway Inc 7,2593.5K $
19McDonald's Corp. 10,8043.4K $
20Cigna Group/The 12,4673.3K $
21iShares Trust 128,0873.2K $
22Amgen Inc 8,9993.2K $
23Novo Nordisk A/S 84,7413.1K $
24RTX Corp 14,2162.7K $
25Shell PLC 29,2812.7K $
26Cisco Systems, Inc. 34,9782.7K $
27Novartis AG 17,7632.7K $
28Mastercard Inc 5,1622.6K $
29RELX PLC 74,1732.5K $
30ASML Holding NV 1,8302.4K $
31CME Group Inc 8,1612.4K $
32Transportadora de Gas del Sur SA 67,4152.3K $
33Broadcom Inc 7,4712.3K $
34Vipshop Holdings Ltd 143,8792.3K $
35Amazon.com Inc 10,6462.2K $
36FedEx Corp 6,1002.2K $
37PACCAR Inc 18,3592.1K $
38Motorola Solutions Inc 4,8452.1K $
39Northrop Grumman Corp 3,0672.1K $
40Costco Wholesale Corp 2,0472K $
41iShares MSCI Global Min Vol Factor ETF 16,4212K $
42ORIX Corp 63,2341.9K $
43Lockheed Martin Corp 3,1261.9K $
44Toyota Motor Corp 9,1681.9K $
45Intercontinental Exchange Inc 11,8951.9K $
46Aflac Inc 16,4681.8K $
47Elevance Health Inc 6,0811.8K $
48eBay Inc 19,2201.7K $
49PNC Financial Services Group Inc/The 8,2551.7K $
50Cia de Minas Buenaventura SAA 45,0121.6K $
51LVMH Moet Hennessy Louis Vuitton SE 14,8001.6K $
52Unilever PLC 28,0721.6K $
53Comcast Corp 52,3551.5K $
54Take-Two Interactive Software Inc 7,5601.5K $
55ABB Ltd 18,0731.5K $
56Berkshire Hathaway Inc 21.4K $
57Caterpillar Inc 1,9961.4K $
58Vanguard Real Estate ETF 15,0821.3K $
59NIKE Inc 24,5741.3K $
60SAP SE 7,3751.3K $
61Rocket Cos Inc 84,4471.2K $
62International Business Machines Corp. 4,9161.2K $
63National Grid PLC 13,8101.2K $
64Republic Services Inc 5,2151.1K $
65Sempra 11,4411.1K $
66Illinois Tool Works Inc 4,2671.1K $
67NTT Inc 43,6111.1K $
68State Street SPDR Dow Jones Global Real Estate ETF 23,2371.1K $
69Coca-Cola Femsa SAB de CV 10,5901K $
70Automatic Data Processing Inc 5,0791K $
71HSBC Holdings PLC 12,5041K $
72Walt Disney Co/The 10,5671K $
73Procter & Gamble Co/The 6,847988 $
74Marsh & McLennan Cos Inc 5,653980 $
75Coca-Cola Co/The 12,624960 $
76Union Pacific Corp 3,901946 $
77America Movil SAB de CV 31,933813 $
78PepsiCo Inc 5,176803 $
79Axia Energia 70,179791 $
80Gold Fields Ltd 17,305785 $
81Cardinal Health, Inc. 3,700781 $
82PayPal Holdings Inc 17,270781 $
83Mondelez International Inc 13,380771 $
84Atour Lifestyle Holdings Ltd 20,653760 $
85British American Tobacco PLC 12,815749 $
86AT&T Inc 25,662743 $
87CVS Health Corp 10,304740 $
88Merck & Co Inc 6,059728 $
89Waste Management Inc 3,137720 $
90Petroleo Brasileiro SA - Petrobras 34,373713 $
91Nomura Holdings Inc 88,146695 $
92Lam Research Corp 3,240692 $
93Komatsu Ltd 17,600690 $
94Allianz SE 15,929669 $
95VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,102667 $
96Haleon PLC 65,763658 $
97Emerson Electric Co. 5,008656 $
98Cia de Saneamento Basico do Estado de Sao Paulo SABESP 21,193646 $
99WisdomTree International SmallCap Dividend Fund 7,896643 $
100Dr Reddy's Laboratories Ltd 46,059637 $