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
101Bridgestone Corp 61,600635 $
102Keysight Technologies Inc 2,247634 $
103DR Horton Inc 4,595630 $
104Chunghwa Telecom Co Ltd 14,885628 $
105Rio Tinto PLC 6,721627 $
106Capital One Financial Corp 3,375615 $
107Baidu Inc 5,501612 $
108Meta Platforms Inc 1,059605 $
109Oracle Corp 4,113605 $
110Fomento Economico Mexicano SAB de CV 5,407600 $
111Sony Group Corp 28,667593 $
112Fidelity Salem Street Trust 63,688582 $
113Cheniere Energy Inc 2,049581 $
114Deere & Co 1,025577 $
115Target Corp 4,726572 $
116Takeda Pharmaceutical Co Ltd 30,702568 $
117NetEase Inc 4,926551 $
118Invesco DB Precious Metals Fun 5,000550 $
119Intel Corp 12,431548 $
120Alibaba Group Holding Ltd 4,260534 $
121Dodge & Cox Stock Fund 32,704526 $
122Petroleo Brasileiro SA - Petrobras 28,035525 $
123AutoZone Inc 150506 $
124Vale SA 31,852506 $
125Pearson PLC 35,692468 $
126SPDR Gold Shares 1,089468 $
127State Street SPDR S&P 500 ETF Trust 694451 $
128Infosys Ltd 32,747442 $
129Vodafone Group PLC 29,297440 $
130Verizon Communications Inc 8,623432 $
131iShares Trust 5,155425 $
132Telefonaktiebolaget LM Ericsson 37,617423 $
133Charles Schwab Corp/The 4,510423 $
134Telefonica SA 97,559423 $
135BASF SE 27,200417 $
136Quest Diagnostics Inc 2,111413 $
137General Dynamics Corp 1,203412 $
138Aegon Ltd 56,361409 $
139Altria Group, Inc. 6,199409 $
140Philip Morris International Inc. 2,427401 $
141Agilent Technologies Inc 3,400387 $
142ASE Technology Holding Co Ltd 17,749384 $
143Chevron Corp 1,832379 $
144SK Telecom Co Ltd 12,780374 $
145O'Reilly Automotive Inc 3,990368 $
146Dell Technologies Inc 2,239367 $
147iShares Trust 3,102367 $
148Valero Energy Corp 1,435354 $
149Fidelity Concord Street Trust 1,922344 $
150Nokia Oyj 42,586342 $
151Janux Therapeutics Inc 24,315337 $
152Sysco Corp 4,607328 $
153Tenaris SA 5,600325 $
154Baker Hughes Co 5,185316 $
155Fastly Inc 10,733311 $
156Zoetis Inc 2,631311 $
157Archer-Daniels-Midland Co 4,126299 $
158Trip.com Group Ltd 6,002298 $
159Verisk Analytics Inc 1,556295 $
160Fox Corp 5,420287 $
161PDD Holdings Inc 2,805286 $
162First Horizon Corp 12,530285 $
163ZTO Express Cayman Inc 11,140280 $
164Snap-on Inc 769279 $
165Public Storage 999270 $
166Cummins Inc 474255 $
167Texas Instruments Inc 1,297251 $
168Sandoz Group AG 3,208250 $
169Packaging Corp of America 1,137241 $
170Marathon Petroleum Corp 984240 $
171BioNTech SE 2,674237 $
172Thermo Fisher Scientific Inc 479235 $
173Booking Holdings Inc 55231 $
174Fastenal Co 4,971230 $
175Rentokil Initial PLC 7,316230 $
176Suzano SA 22,179222 $
177Woodside Energy Group Ltd 9,214220 $
178Ambev SA 75,000219 $
179Expeditors International of Washington Inc 1,484212 $
180Johnson & Johnson 861210 $
181CF Industries Holdings Inc 1,612209 $
182Kubota Corp 2,600207 $
183Wipro Ltd 96,781205 $
184IDEXX Laboratories Inc 364204 $
185Axia Energia 18,442201 $
186Gilead Sciences Inc 1,444201 $