Lester Murray Antman dba SimplyRich

CIK 0001725888 • 6 13F filings • May 9, 2025 – Aug 3, 2026

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Filer information

Filed by: Lester Murray Antman dba SimplyRich, Filing Agent
Address: 2601 JEFFERSON STREET #407, CARLSBAD, CA, 92008
Phone: 6197955986
AUM: $382K

AUM over time

$427K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $382K199 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$2K	0.6%Prev: 0.5%	8,088 SH	Increased
AEGON LTD	AMER REG 1 CERT	$856	0.2%Prev: 0.1%	111,086 SH	Increased+61,604 SH
AFLAC INC	COM	$2K	0.5%Prev: 0.5%	16,617 SH	Decreased+149 SH
AGILENT TECHNOLOGIES INC	COM	$462	0.1%Prev: 0.1%	3,400 SH	Increased
ALCON AG	ORD SHS	$365	0.1%Prev: 0.1%	4,638 SH	Increased-25 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$624	0.2%	4,262 SH	New
ALPHABET INC	CAP STK CL A	$19K	5.1%	61,722 SH	New
ALPHABET INC	CAP STK CL C	$30K	7.9%Prev: 10.6%	95,815 SH	Decreased-64,852 SH
ALTRIA GROUP INC	COM	$358	0.1%Prev: 0.1%	6,218 SH	Decreased-110 SH
AMAZON COM INC	COM	$2K	0.6%Prev: 0.7%	10,646 SH	Decreased-634 SH
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	$241	0.1%Prev: 0.1%	11,666 SH	Decreased
AMGEN INC	COM	$3K	0.8%Prev: 0.7%	8,999 SH	Increased
ANGLOGOLD ASHANTI PLC	COM SHS	$1K	0.3%Prev: 0.3%	13,529 SH	Increased
AON PLC	SHS CL A	$603	0.2%Prev: 0.2%	1,711 SH	Decreased
APPLE INC	COM	$29K	7.6%Prev: 7.4%	107,389 SH	Increased-906 SH
ARCHER DANIELS MIDLAND CO	COM	$233	0.1%	4,066 SH	New
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$285	0.1%	17,749 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$2K	0.5%Prev: 0.5%	1,830 SH	Increased-73 SH
ASTRAZENECA PLC	SPONSORED ADR	$2K	0.4%Prev: 0.4%	18,063 SH	Increased+162 SH
AT&T INC	COM	$555	0.1%Prev: 0.2%	22,367 SH	Decreased-61 SH
ATOUR LIFESTYLE HLDGS LTD	SPONSORED ADS	$824	0.2%Prev: 0.2%	20,933 SH	Increased-679 SH
AUTOMATIC DATA PROCESSING IN	COM	$2K	0.4%Prev: 0.5%	6,005 SH	Decreased-145 SH
AUTOZONE INC	COM	$457	0.1%Prev: 0.2%	135 SH	Decreased
BAIDU INC	SPON ADR REP A	$733	0.2%Prev: 0.2%	5,615 SH	Decreased-280 SH
BARRICK MNG CORP	COM SHS	$514	0.1%Prev: 0.1%	11,806 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$2K	0.4%Prev: 1.4%	2 SH	Decreased-7,277 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4K	1.0%	7,277 SH	New
BIONTECH SE	SPONSORED ADS	$269	0.1%Prev: 0.1%	2,833 SH	Decreased
BOOKING HOLDINGS INC	COM	$294	0.1%	55 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$731	0.2%Prev: 0.2%	12,918 SH	Increased+1,900 SH
BROADCOM INC	COM	$3K	0.7%Prev: 0.7%	7,471 SH	Increased-15 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$327	0.1%Prev: 0.1%	6,258 SH	Decreased
BROOKFIELD CORP	CL A LTD VT SH	$2K	0.4%Prev: 0.4%	35,351 SH	Increased+11,782 SH
CANADIAN NATL RY CO	COM	$2K	0.4%Prev: 0.4%	16,194 SH	Increased-149 SH
CAPITAL ONE FINL CORP	COM	$817	0.2%Prev: 0.2%	3,375 SH	Increased
CARDINAL HEALTH INC	COM	$760	0.2%Prev: 0.2%	3,700 SH	Increased
CATERPILLAR INC	COM	$1K	0.3%Prev: 0.3%	1,996 SH	Increased
CENTRAIS ELETRICAS BRASILEIR	SPONSORED ADR	$642	0.2%	70,179 SH	New
CGI INC	CL A SUB VTG	$3K	0.7%Prev: 0.7%	29,462 SH	Increased+550 SH
CHECK POINT SOFTWARE TECH LT	ORD	$626	0.2%Prev: 0.2%	3,376 SH	Decreased-228 SH
CHENIERE ENERGY INC	COM NEW	$399	0.1%Prev: 0.1%	2,057 SH	Decreased-95 SH
CHEVRON CORP NEW	COM	$279	0.1%Prev: 0.1%	1,832 SH	Decreased
CHUBB LIMITED	COM	$2K	0.6%Prev: 0.5%	6,894 SH	Increased-48 SH
CHUNGHWA TELECOM CO LTD	SPON ADR NEW11	$620	0.2%Prev: 0.2%	14,885 SH	Decreased
CISCO SYS INC	COM	$3K	0.7%Prev: 0.6%	35,159 SH	Increased+4 SH
CMB.TECH NV	SHS	$330	0.1%Prev: 0.1%	34,206 SH	Increased
CME GROUP INC	COM	$2K	0.6%Prev: 0.6%	8,149 SH	Increased-21 SH
COCA COLA CO	COM	$872	0.2%Prev: 0.2%	12,483 SH	Increased-78 SH
COCA-COLA FEMSA SAB DE CV	SPONS ADS REP	$1K	0.3%Prev: 0.2%	10,765 SH	Increased
COMCAST CORP NEW	CL A	$1K	0.4%Prev: 0.4%	49,289 SH	Decreased-3,175 SH
COMPANHIA DE SANEAMENTO BASI	SPONSORED ADR	$517	0.1%Prev: 0.1%	21,678 SH	Decreased+536 SH
COMPANIA DE MINAS BUENAVENTU	SPONSORED ADR	$1K	0.3%Prev: 0.3%	45,728 SH	Increased+801 SH
COREBRIDGE FINL INC	COM	$203	0.1%Prev: 0.1%	6,733 SH	Decreased
COSTCO WHSL CORP NEW	COM	$2K	0.5%Prev: 0.5%	2,078 SH	Decreased-48 SH
CRH PLC	ORD	$509	0.1%Prev: 0.1%	4,084 SH	Increased
CUMMINS INC	COM	$241	0.1%Prev: 0.1%	474 SH	Increased
CVS HEALTH CORP	COM	$817	0.2%Prev: 0.2%	10,304 SH	Increased
D R HORTON INC	COM	$661	0.2%Prev: 0.2%	4,595 SH	Decreased
DEERE & CO	COM	$483	0.1%Prev: 0.1%	1,038 SH	Increased
DELL TECHNOLOGIES INC	CL C	$281	0.1%Prev: 0.1%	2,239 SH	Decreased
DIAGEO PLC	SPON ADR NEW	$201	0.1%Prev: 0.1%	2,340 SH	Decreased
DISNEY WALT CO	COM	$1K	0.3%Prev: 0.3%	10,567 SH	Decreased
DR REDDYS LABS LTD	ADR	$600	0.2%Prev: 0.1%	42,785 SH	Increased+14,822 SH
EBAY INC.	COM	$2K	0.4%Prev: 0.5%	19,220 SH	Decreased
ELBIT SYS LTD	ORD	$780	0.2%Prev: 0.2%	1,351 SH	Increased+223 SH
ELEVANCE HEALTH INC	COM	$2K	0.6%Prev: 0.5%	6,029 SH	Increased
EMERSON ELEC CO	COM	$664	0.2%Prev: 0.2%	5,008 SH	Increased
ENBRIDGE INC	COM	$549	0.1%Prev: 0.2%	11,493 SH	Decreased
EXPEDITORS INTL WASH INC	COM	$229	0.1%	1,540 SH	New
FEDEX CORP	COM	$2K	0.5%Prev: 0.4%	6,100 SH	Increased
FERRARI N V	COM	$2K	0.5%Prev: 0.7%	5,319 SH	Decreased
FIRST HORIZON CORPORATION	COM	$315	0.1%Prev: 0.1%	13,198 SH	Increased+16 SH
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	$552	0.1%Prev: 0.1%	5,467 SH	Increased+153 SH
FOX CORP	CL B COM	$368	0.1%	5,679 SH	New
GARMIN LTD	SHS	$1K	0.3%Prev: 0.4%	5,332 SH	Decreased-4 SH
GENERAL DYNAMICS CORP	COM	$405	0.1%Prev: 0.1%	1,203 SH	Decreased
GOLD FIELDS LTD	SPONSORED ADR	$755	0.2%Prev: 0.2%	17,305 SH	Increased+8 SH
HALEON PLC	SPON ADS	$670	0.2%Prev: 0.2%	66,351 SH	Increased+302 SH
HOME DEPOT INC	COM	$6K	1.5%Prev: 1.9%	17,071 SH	Decreased+1 SH
HSBC HLDGS PLC	SPON ADR NEW	$979	0.3%Prev: 0.2%	12,445 SH	Increased+123 SH
IDEXX LABS INC	COM	$246	0.1%Prev: 0.1%	364 SH	Increased
ILLINOIS TOOL WKS INC	COM	$1K	0.3%Prev: 0.3%	4,267 SH	Decreased
IMPERIAL OIL LTD	COM NEW	$1K	0.4%Prev: 0.4%	17,166 SH	Decreased-100 SH
INFOSYS LTD	SPONSORED ADR	$827	0.2%Prev: 0.2%	46,453 SH	Increased+1,031 SH
INTEL CORP	COM	$458	0.1%Prev: 0.1%	12,431 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$2K	0.5%Prev: 0.5%	11,895 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$1K	0.4%Prev: 0.4%	4,940 SH	Increased+1 SH
INVESCO DB MULTI-SECTOR COMM	PRECIOUS METAL	$514	0.1%	5,000 SH	New
INVESCO EXCHANGE TRADED FD T	S&P SML600 VAL	$1K	0.3%	8,521 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5K	1.3%	26,084 SH	New
ISHARES INC	MSCI EMERG MRKT	$14K	3.8%	226,403 SH	New
ISHARES INC	MSCI GBL MIN VOL	$2K	0.5%	16,106 SH	New
ISHARES TR	1 3 YR TREAS BD	$462	0.1%	5,583 SH	New
ISHARES TR	GLOBAL REIT ETF	$3K	0.9%	140,204 SH	New
ISHARES TR	MSCI EAFE MIN VL	$16K	4.3%	190,855 SH	New
ISHARES TR	MSCI USA MIN VOL	$21K	5.4%	220,714 SH	New
ISHARES TR	SP SMCP600VL ETF	$352	0.1%	3,102 SH	New
JANUX THERAPEUTICS INC	COM	$335	0.1%Prev: 0.2%	24,315 SH	Decreased
JOHNSON CTLS INTL PLC	SHS	$2K	0.4%Prev: 0.4%	12,603 SH	Increased
KEYSIGHT TECHNOLOGIES INC	COM	$456	0.1%Prev: 0.1%	2,247 SH	Increased
LAM RESEARCH CORP	COM NEW	$554	0.1%Prev: 0.1%	3,240 SH	Increased
LINDE PLC	SHS	$499	0.1%Prev: 0.2%	1,172 SH	Decreased-439 SH
LOCKHEED MARTIN CORP	COM	$2K	0.4%Prev: 0.4%	3,156 SH	Decreased+82 SH
LOGITECH INTL S A	SHS	$704	0.2%Prev: 0.2%	7,034 SH	Decreased
LYONDELLBASELL INDUSTRIES N	SHS - A -	$515	0.1%Prev: 0.2%	11,895 SH	Decreased-159 SH
MARSH & MCLENNAN COS INC	COM	$1K	0.3%Prev: 0.3%	5,743 SH	Decreased-2 SH
MASTERCARD INCORPORATED	CL A	$3K	0.8%Prev: 0.8%	5,162 SH	Increased
MCDONALDS CORP	COM	$3K	0.9%Prev: 0.9%	10,823 SH	Increased-16 SH
MCKESSON CORP	COM	$4K	1.1%Prev: 1.1%	5,193 SH	Increased+2 SH
MERCK & CO INC	COM	$637	0.2%Prev: 0.1%	6,059 SH	Increased
META PLATFORMS INC	CL A	$699	0.2%Prev: 0.2%	1,059 SH	Decreased
MICRON TECHNOLOGY INC	COM	$5K	1.2%Prev: 0.7%	15,900 SH	Increased
MICROSOFT CORP	COM	$12K	3.3%Prev: 3.6%	25,839 SH	Decreased-17 SH
MONDELEZ INTL INC	CL A	$756	0.2%Prev: 0.3%	14,055 SH	Decreased-2,289 SH
MOODYS CORP	COM	$204	0.1%	400 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$2K	0.5%Prev: 0.6%	4,845 SH	Decreased-25 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$1K	0.3%Prev: 0.3%	13,763 SH	Increased+4 SH
NETEASE INC	SPONSORED ADS	$678	0.2%Prev: 0.2%	4,928 SH	Decreased+2 SH
NIKE INC	CL B	$2K	0.4%Prev: 0.5%	24,574 SH	Decreased-162 SH
NOKIA CORP	SPONSORED ADR	$271	0.1%	42,025 SH	New
NOMURA HLDGS INC	SPONSORED ADR	$629	0.2%Prev: 0.1%	75,079 SH	Increased+2,243 SH
NORTHROP GRUMMAN CORP	COM	$2K	0.5%Prev: 0.5%	3,067 SH	Decreased
NOVARTIS AG	SPONSORED ADR	$2K	0.6%Prev: 0.6%	17,770 SH	Increased
NOVO-NORDISK A S	ADR	$4K	1.1%Prev: 1.3%	86,247 SH	Decreased+1,626 SH
ORACLE CORP	COM	$801	0.2%Prev: 0.3%	4,113 SH	Decreased
OREILLY AUTOMOTIVE INC	COM	$363	0.1%Prev: 0.1%	3,990 SH	Decreased
ORIX CORP	SPONSORED ADR	$2K	0.5%Prev: 0.3%	63,321 SH	Increased+17,040 SH
PACCAR INC	COM	$2K	0.5%Prev: 0.5%	17,963 SH	Increased+3 SH
PACKAGING CORP AMER	COM	$242	0.1%Prev: 0.1%	1,175 SH	Decreased+1 SH
PAYPAL HLDGS INC	COM	$1K	0.3%Prev: 0.3%	18,370 SH	Decreased
PDD HOLDINGS INC	SPONSORED ADS	$318	0.1%	2,805 SH	New
PEARSON PLC	SPONSORED ADR	$536	0.1%Prev: 0.2%	38,240 SH	Decreased-2,478 SH
PEPSICO INC	COM	$742	0.2%Prev: 0.2%	5,176 SH	Increased-41 SH
PETROLEO BRASILEIRO SA PETRO	SP ADR NON VTG	$312	0.1%Prev: 0.2%	27,731 SH	Decreased-28,968 SH
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	$404	0.1%	34,094 SH	New
PHILIP MORRIS INTL INC	COM	$389	0.1%Prev: 0.1%	2,427 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$2K	0.5%Prev: 0.4%	8,255 SH	Increased
PROCTER AND GAMBLE CO	COM	$982	0.3%Prev: 0.3%	6,854 SH	Decreased
PUBLIC STORAGE OPER CO	COM	$259	0.1%Prev: 0.1%	1,000 SH	Decreased-2 SH
QIFU TECHNOLOGY INC	AMERICAN DEP	$211	0.1%Prev: 0.1%	10,999 SH	Decreased-3,088 SH
QUEST DIAGNOSTICS INC	COM	$358	0.1%Prev: 0.1%	2,066 SH	Decreased-34 SH
RB GLOBAL INC	COM	$2K	0.6%Prev: 0.6%	21,610 SH	Decreased+771 SH
RELX PLC	SPONSORED ADR	$3K	0.8%Prev: 1.0%	75,967 SH	Decreased-5,019 SH
RENTOKIL INITIAL PLC	SPONSORED ADR	$211	0.1%	7,188 SH	New
REPUBLIC SVCS INC	COM	$1K	0.3%Prev: 0.3%	5,215 SH	Decreased
RIO TINTO PLC	SPONSORED ADR	$543	0.1%Prev: 0.1%	6,791 SH	Increased+201 SH
ROCKET COS INC	COM CL A	$2K	0.4%	84,447 SH	New
ROYAL BK CDA	COM	$219	0.1%	1,287 SH	New
RTX CORPORATION	COM	$3K	0.7%Prev: 0.6%	14,216 SH	Increased
SAP SE	SPON ADR	$2K	0.5%Prev: 0.5%	7,375 SH	Decreased
SCHWAB CHARLES CORP	COM	$450	0.1%Prev: 0.1%	4,510 SH	Increased
SEMPRA	COM	$1K	0.3%Prev: 0.3%	11,508 SH	Decreased-64 SH
SHELL PLC	SPON ADS	$2K	0.6%Prev: 0.6%	29,359 SH	Increased+5 SH
SK TELECOM CO LTD	SPONSORED ADR	$249	0.1%Prev: 0.1%	12,148 SH	Decreased-3,517 SH
SNAP ON INC	COM	$242	0.1%Prev: 0.1%	704 SH	Decreased+2 SH
SONY GROUP CORP	SPONSORED ADR	$761	0.2%Prev: 0.2%	29,727 SH	Decreased+12 SH
SOUTHERN COPPER CORP	COM	$4K	1.1%Prev: 1.0%	29,710 SH	Increased+288 SH
SPDR GOLD TR	GOLD SHS	$431	0.1%Prev: 0.1%	1,089 SH	Increased
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$1K	0.3%	23,237 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$473	0.1%Prev: 0.1%	694 SH	Increased
SUN LIFE FINANCIAL INC.	COM	$655	0.2%Prev: 0.1%	10,505 SH	Increased+2,473 SH
SUNCOR ENERGY INC NEW	COM	$262	0.1%Prev: 0.1%	5,920 SH	Increased+870 SH
SUZANO S A	SPON ADS	$202	0.1%Prev: 0.1%	21,725 SH	Decreased-30 SH
SYSCO CORP	COM	$339	0.1%Prev: 0.1%	4,607 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$11K	2.8%Prev: 2.6%	34,816 SH	Increased-79 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$2K	0.5%Prev: 0.5%	7,560 SH	Decreased
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$485	0.1%Prev: 0.1%	31,139 SH	Increased-984 SH
TARGET CORP	COM	$461	0.1%Prev: 0.1%	4,726 SH	Increased
TC ENERGY CORP	COM	$608	0.2%Prev: 0.2%	11,069 SH	Increased-68 SH
TE CONNECTIVITY PLC	ORD SHS	$500	0.1%Prev: 0.1%	2,200 SH	Increased
TELEFONICA S A	SPONSORED ADR	$402	0.1%Prev: 0.1%	99,339 SH	Decreased-296 SH
TENCENT MUSIC ENTMT GROUP	SPON ADS	$497	0.1%Prev: 0.2%	28,394 SH	Decreased+2,471 SH
TEXAS INSTRS INC	COM	$225	0.1%Prev: 0.1%	1,297 SH	Decreased-230 SH
THE CIGNA GROUP	COM	$3K	0.9%Prev: 1.0%	12,504 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$277	0.1%Prev: 0.1%	479 SH	Increased
THOMSON REUTERS CORP	COM	$925	0.2%Prev: 0.3%	7,018 SH	Decreased-56 SH
TJX COS INC NEW	COM	$4K	0.9%Prev: 0.9%	23,358 SH	Increased
TORONTO DOMINION BK ONT	COM NEW	$226	0.1%	2,400 SH	New
TOWER SEMICONDUCTOR LTD	SHS NEW	$301	0.1%	2,565 SH	New
TOYOTA MOTOR CORP	ADS	$2K	0.5%Prev: 0.5%	9,208 SH	Increased-35 SH
TRACTOR SUPPLY CO	COM	$334	0.1%Prev: 0.1%	6,686 SH	Increased+1,898 SH
TRANSPORTADORA DE GAS SUR	SPONSORED ADS B	$2K	0.5%Prev: 0.4%	65,396 SH	Increased+902 SH
TRIP COM GROUP LTD	ADS	$608	0.2%	8,464 SH	New
UNION PAC CORP	COM	$902	0.2%Prev: 0.2%	3,901 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$5K	1.3%Prev: 1.4%	15,201 SH	Decreased+93 SH
VALE S A	SPONSORED ADS	$414	0.1%Prev: 0.1%	31,846 SH	Increased+29 SH
VALERO ENERGY CORP	COM	$233	0.1%Prev: 0.1%	1,435 SH	Decreased
VANGUARD INDEX FDS	REAL ESTATE ETF	$1K	0.3%	15,082 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$681	0.2%Prev: 0.2%	3,102 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$336	0.1%Prev: 0.2%	8,256 SH	Decreased-5,514 SH
VIPSHOP HLDGS LTD	SPONSORED ADS A	$3K	0.7%Prev: 0.8%	147,719 SH	Decreased+966 SH
VISA INC	COM CL A	$8K	2.2%Prev: 2.2%	23,552 SH	Increased
VODAFONE GROUP PLC NEW	SPONSORED ADR	$388	0.1%Prev: 0.1%	29,373 SH	Increased
WALMART INC	COM	$5K	1.3%Prev: 1.3%	45,791 SH	Increased+6 SH
WASTE MGMT INC DEL	COM	$697	0.2%Prev: 0.2%	3,176 SH	Decreased+1 SH
WHEATON PRECIOUS METALS CORP	COM	$493	0.1%Prev: 0.1%	4,201 SH	Increased
WILLIS TOWERS WATSON PLC LTD	SHS	$662	0.2%Prev: 0.2%	2,015 SH	Decreased
WIPRO LTD	SPON ADR 1 SH	$855	0.2%Prev: 0.2%	301,350 SH	Increased-1,540 SH
WISDOMTREE TR	INTL SMCAP DIV	$639	0.2%	7,896 SH	New

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $761
BOOKING HOLDINGS INC — $296
CENTRAIS ELETRICAS BRASILEIR — $696
CF INDS HLDGS INC — $209
FINVOLUTION GROUP — $334
FISERV INC — $1K
FOX CORP — $324
INVESCO DB MULTI-SECTOR COMM — $444
INVESCO EXCHANGE TRADED FD T — $6K
ISHARES INC — $17K
ISHARES TR — $41K
KE HLDGS INC — $214
KELLANOVA — $298
MR COOPER GROUP INC — $2K
P T TELEKOMUNIKASI INDONESIA — $221
PDD HOLDINGS INC — $370
SIRIUSXM HOLDINGS INC — $210
SPDR INDEX SHS FDS — $1K
TOTALENERGIES SE — $490
TRIP COM GROUP LTD — $783
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001725888-26-000001	$382K	View
Oct 10, 2025	Q3 2025	13F-HR	0001725888-25-000004	$371K	View
Aug 3, 2026	Q2 2026