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Lester Murray Antman dba SimplyRich

Q4 2024 Holdings

Filed 2025-01-29 | 216 holdings | $71.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Siriusxm Hldgs Inc Class Equity(SIRI)COM829933100$2069,0640.0%
Verisk Analytics Inc Class A(VRSK)COM92345Y106$2097610.0%
Companhia de Saneament Fsponsored ADR 1 ADR Reps 1 ORD SHS(SAJA)ADR20441A102$21014,6860.0%
Dodge & COX Global Stock IMFC256206202$21015,3320.0%
Gold Fields LTD New Fsponsored ADR 1 ADR Reps 1 ORD SHS(EDG)ADR38059T106$21115,9920.0%
Descartes SYS Group in F(DSGX)FGC249906108$2241,9750.0%
Omnicom Group Inc(OMC)COM681919106$2252,6160.0%
ZTO Express Cayman Inc Fsponsored ADR 1 ADR Reps 1 ORD SHS(ZTO)ADR98980A105$22511,5180.0%
AIR Prods & Chems Inc(APD)COM009158106$2257790.0%
LAM Resh Corp Class Equity(LRCX)COM512807306$2343,2400.0%
Wheaton Precious Metal F(WPM)FGC962879102$2364,2010.0%
FOX Corp Class B(FOX)COM35137L204$2535,5390.0%
PDD Holdings Inc Funsponsored ADR 1 ADR Reps 4 ORD SHS(PDD)ADR722304102$2532,6100.0%
Intel Corp(INTC)COM458140100$25412,6890.0%
CF Inds Hldgs Inc(CF)COM125269100$2563,0010.0%
Thermo Fisher Scientific(TMO)COM883556102$2584970.0%
Takeda Pharmaceutical Fsponsored ADR 1 ADR Reps 0.5 ORD SHS(TAK)ADR874060205$26019,6720.0%
Snap on Inc(SNA)COM833034101$2617700.0%
Fidelity Blue Chip GrowthMFC316389303$2621,1560.0%
Spdr Gold Shares ETF(GLD)UIE78463V107$2631,0890.0%
Packaging Corp Amer(PKG)COM695156109$2641,1740.0%
Chevron Corp New(CVX)COM166764100$2651,8320.0%
Booking Hldgs Inc(BKNG)COM09857L108$273550.0%
British Amern TOB PLC Funsponsored ADR 1 ADR Reps 1 ORD SHS(BMTA)ADR110448107$2757,5840.0%
Tractor Supply Co(TSCO)COM892356106$2795,2650.0%
First Horizon Corp(FHN)COM320517105$28714,2540.0%
Schwab Total Stock Market IndexMFS808509756$2882,9070.0%
Philip Morris Intl Inc(PM)COM718172109$2922,4270.0%
Kellanova(KEL)COM487836108$2943,6430.0%
Vodafone Group PLC New Fsponsored ADR 1 ADR Reps 10 ORD SHS(VOD)ADR92857W308$29534,7680.0%
Basf SE Fsponsored ADR 1 ADR REP 0.25 ORD SHS(BASFY)ADR055262505$29627,2000.0%
O Reilly Automotive Inc(ORLY)COM67103H107$2982520.0%
Public Storage REIT(PSA)RET74460D109$3001,0030.0%
Invesco DB Precious Metals Fund(DBP)UIE46140H502$3035,0000.0%
AT&T Inc(T)COM00206R102$30513,4140.0%
Finvolution Group Fsponsored ADR 1 ADR Reps 5 ORD SHS(FINV)ADR31810T101$30745,3070.0%
Aptiv PLC New F(APTV)FGOG3265R107$3085,1030.0%
Fidelity Total Market Index(FSKAX)MFC315911693$3101,9220.0%
TE Connectivity PLC F(TEL)FGOG87052109$3142,2000.0%
General Dynamics Corp(GD)COM369550108$3161,2030.0%
Quest Diagnostics Inc(DGX)COM74834L100$3172,1030.0%
Fortinet Inc(FTNT)COM34959E109$3203,3900.0%
New Oriental ED & Tech Fsponsored ADR 1 ADR Reps 10 ORD SHS(N1UA)ADR647581206$3225,0230.0%
Suzano S A Fsponsored ADR 1 ADR Reps 1 ORD SHS(SUZ)ADR86959K105$32532,1610.0%
Anglogold Ashanti PLC F(AU)FGOG0378L100$32614,1380.0%
Verizon Communications I(VZ)COM92343V104$3308,2680.0%
Altria Group Inc(MO)COM02209S103$3316,3370.0%
Charles Schwab Corp(SCHW)COM808513105$3334,5100.0%
Ishares S&P Small Cap 600 ETF(IJS)UIE464287879$3363,1020.0%
Dell Technologies Inc Class C(DELL)COM24703L202$3372,9330.0%
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