Lester Murray Antman, operating under the name SimplyRich, has filed its 13F-HR report for the quarter ending September 30, 2026. This filing is crucial as it provides insights into the company’s investment strategies and positions in the financial sector.

SimplyRich is categorized as an investment advisor, focusing on managing a diverse portfolio of assets. The company is based in Carlsbad, California, and has been actively filing reports with the SEC, with the latest submission dated November 6, 2026. The recent filing reveals a total value of approximately $427,757,533 in reported assets, showcasing a significant presence in the investment landscape.

The filing outlines major holdings in prominent companies. Notably, SimplyRich has invested heavily in tech giants such as Apple Inc., with a reported value of $34,726,660, and Alphabet Inc., amounting to $32,248,315. These investments highlight the firm's strategy to capitalize on the growth potential of leading technology firms.

Additionally, SimplyRich holds substantial shares in other influential companies, including Micron Technology and Visa Inc., among others. The filing indicates that the firm exercises sole investment discretion over its holdings, emphasizing its active management approach.

The implications of this filing extend beyond SimplyRich itself. As investment advisors like SimplyRich continue to disclose their holdings, it provides valuable insights into market trends and investor sentiment within the financial sector. The significant investments in technology suggest a bullish outlook on the sector's growth trajectory.

Looking ahead, it remains to be seen how these investments will perform in the current economic climate. The filing does not specify any upcoming actions or changes in strategy, leaving investors and analysts to speculate on the future direction of SimplyRich's portfolio.

This 13F-HR filing, accession number 0001725888-26-000005, serves as a key indicator of SimplyRich's investment philosophy and market positioning, reflecting broader trends in the investment community.