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SimplyRich Portfolio holdings
AUM
$427M
1-Year Est. Return
43.67%
This Fund
S&P 500
This Quarter
Est. Return
+22.21%
1 Year Est. Return
+43.67%
3 Year Est. Return
+98.27%
5 Year Est. Return
+117.58%
10 Year Est. Return
–
AUM
$427M
AUM Growth
+$36.1M
(+9.2%)
Cap. Flow
+$1.37B
Cap. Flow
% of AUM
320.6%
Top 10 Holdings %
Top 10 Hldgs %
45.45%
Holding
239
New
6
Increased
55
Reduced
33
Closed
73
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$1.32B |
| 2 |
Illinois Tool Works
ITW
|
+$11.9M |
| 3 |
Northrop Grumman
NOC
|
+$10.9M |
| 4 |
Automatic Data Processing
ADP
|
+$7.97M |
| 5 |
Republic Services
RSG
|
+$7.04M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AstraZeneca
AZN
|
+$1.78M |
| 2 |
ABB
ABB Ltd
ABB
|
+$1.45M |
| 3 |
NTT
Nippon Telegraph & Telephone
NTT
|
+$1.09M |
| 4 |
Haleon
HLN
|
+$658K |
| 5 |
Dr. Reddy's Laboratories
RDY
|
+$637K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.34% |
| 2 | Miscellaneous | 17.14% |
| 3 | Communication Services | 15.29% |
| 4 | Financials | 9.49% |
| 5 | Industrials | 7.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $518K | 0.12% |
694
| – | – |
|
127
Willis Towers Watson
WTW
$31.3B
| $515K | 0.12% |
1,973
| – | – |
|
128
Cheniere Energy
LNG
$60B
| $501K | 0.12% |
2,100
+51
| +2% | +$12.7K |
|
129
Oracle
ORCL
$456B
| $492K | 0.12% |
3,363
-750
| -18% | -$136K |
|
130
AerCap
AER
$22.8B
| $486K | 0.11% |
+3,339
| New | +$474K |
|
131
Aegon
AEG
$13.7B
| $475K | 0.11% |
56,361
| – | – |
|
|
CMBT
132
CMB.TECH NV
CMBT
$5.63B
| $463K | 0.11% |
33,166
| – | – |
|
133
Invesco DB Precious Metals Fund
DBP
$266M
| $462K | 0.11% |
5,000
| – | – |
|
134
AT&T
T
$178B
| $457K | 0.11% |
22,107
-3,555
| -14% | -$88.2K |
|
135
Agilent Technologies
A
$42.2B
| $451K | 0.11% |
3,400
| – | – |
|
136
Quest Diagnostics
DGX
$26.2B
| $447K | 0.1% |
2,111
| – | – |
|
137
Altria Group
MO
$116B
| $446K | 0.1% |
6,199
| – | – |
|
138
TE Connectivity
TEL
$60.5B
| $443K | 0.1% |
2,200
| – | – |
|
139
CRH
CRH
$61.8B
| $436K | 0.1% |
4,084
| – | – |
|
140
Kaspi.kz JSC
KSPI
$20.5B
| $430K | 0.1% |
+4,970
| New | +$422K |
|
141
AB InBev
BUD
$158B
| $424K | 0.1% |
+5,156
| New | +$405K |
|
|
B
142
Barrick Mining
B
$73.7B
| $420K | 0.1% |
11,449
| – | – |
|
143
SK Telecom
SKM
$14.7B
| $411K | 0.1% |
12,780
| – | – |
|
144
Petrobras Class A
PBR.A
$119B
| $410K | 0.1% |
28,035
| – | – |
|
145
Alibaba
BABA
$280B
| $408K | 0.1% |
4,260
| – | – |
|
146
SPDR Gold Trust
GLD
$149B
| $401K | 0.09% |
1,089
| – | – |
|
147
Vodafone
VOD
$39.3B
| $387K | 0.09% |
29,263
-34
| -0.1% | -$515 |
|
148
Janux Therapeutics
JANX
$1.21B
| $373K | 0.09% |
24,315
| – | – |
|
149
Valero Energy
VLO
$107B
| $373K | 0.09% |
1,435
| – | – |
|
150
Manulife Financial
MFC
$73.5B
| $368K | 0.09% |
9,105
-53
| -0.6% | -$2.05K |
|
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SimplyRich's Q2 2026 Portfolio in Review
As of Q2 2026, SimplyRich held 239 positions worth $427M, up 9.2% from $391M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
SimplyRich deployed $1.37B of net new capital in Q2 2026, opening 6 new positions and adding to 55 existing holdings. Its largest new stake was AerCap: 3,339 shares worth $486K.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Miscellaneous and Communication Services.
On the sell side, the largest reduction was iShares Global REIT ETF, an estimated $265K trimmed.
- SimplyRich's largest Q2 2026 buy was AerCap: 3,339 shares worth $486K.
- SimplyRich added most to Berkshire Hathaway Class A in Q2 2026, an estimated $1.32B increase.
- SimplyRich's biggest Q2 2026 reduction was iShares Global REIT ETF, cutting an estimated $265K.
- SimplyRich fully exited AstraZeneca in Q2 2026, selling an estimated $1.78M.
- SimplyRich's ten largest holdings make up 45% of its $427M portfolio in Q2 2026.
- SimplyRich opened 6 new positions and closed 73 in Q2 2026.
- SimplyRich's portfolio value rose 9.2% quarter-over-quarter to $427M.
Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.