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  Name: Lester Murray Antman dba SimplyRich
  City: CARLSBAD
  State: CA
  Zip: 92008
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $309,497,000
  Total Value Change : $18,714,000
  Securities Held Change : 6
   
All Securities Held : 179
  New Positions : 9
  Closed Positions : 6
  Increased Positions : 62
  Unchanged Positions : 85
  Decreased Positions : 23

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NMR)1 Year Chart         NMR Nomura Holdings Inc (ADR) 119 New $5.80 $460,000 71,578 0.15% 460,000 71,578 0.023    Investment Brokerage ...
   (CRHCF)1 Year Chart         CRHCF CRH Plc 135 New $79.78 $353,000 4,084 0.11% 353,000 4,084 0    N/A
   (TSEM)1 Year Chart         TSEM Tower Semiconductor Ltd (USA) 139 New $34.25 $342,000 10,218 0.11% 342,000 10,218 0.01    Semiconductor - Integ...
   (JANX)1 Year Chart         JANX Janux Therapeutics, Inc. 148 New $0.00 $300,000 7,964 0.1% 300,000 7,964 0.021    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 153 New $162.54 $289,000 1,832 0.09% 289,000 1,832 0    Integrated Oil & Gas
   (DELL)1 Year Chart         DELL Dell Technologies Inc 165 New $131.61 $256,000 2,239 0.08% 256,000 2,239 0.001    N/A
   (PKG)1 Year Chart         PKG Packaging Corp Of America 174 New $178.54 $224,000 1,176 0.07% 224,000 1,176 0.001    Paper & Paper Products
   (SIMO)1 Year Chart         SIMO Silicon Motion Technology Corp 176 New $78.72 $220,000 2,857 0.07% 220,000 2,857 0.008    Diversified Electronics
   (LSXMK)1 Year Chart         LSXMK Liberty Media Corporation S... 178 New $32.83 $212,000 7,124 0.07% 212,000 7,124 0.003    Entertainment - Diver...

      9 Records Found
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