Filed: 10/20/2023ACC: 0001725888-23-000010
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 145 equity positions with a total reported market value of $206.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
145
Positions
$206.2K
Total AUM (reported)
2.51M
Total Shares
Allocation by class
COM$113.0K54.8%
CAP STK CL C$13.2K6.4%
SPONSORED ADR$9.1K4.4%
CAP STK CL A$8.1K3.9%
CL A$8.0K3.9%
ADR$7.9K3.8%
COM CL A$5.4K2.6%
Portfolio Concentration
Top 3$40.5K19.7%
4–10$40.8K19.8%
11–25$36.1K17.5%
Rest$88.7K43.0%
Top 3 weight
19.7%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
2.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole145
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings145
Rows:
APPLE INC
SOLEShares111.05K
TypeSH
Market value$19.0K
9.22%
Sole
111.05K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares99.90K
TypeSH
Market value$13.2K
6.39%
Sole
99.90K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares26.43K
TypeSH
Market value$8.3K
4.05%
Sole
26.43K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares61.78K
TypeSH
Market value$8.1K
3.92%
Sole
61.78K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares86.53K
TypeSH
Market value$7.9K
3.82%
Sole
86.53K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares15.28K
TypeSH
Market value$7.7K
3.74%
Sole
15.28K
Shared
0.00
None
0.00
VISA INC
SOLEShares23.64K
TypeSH
Market value$5.4K
2.64%
Sole
23.64K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares16.81K
TypeSH
Market value$5.1K
2.46%
Sole
16.81K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares12.54K
TypeSH
Market value$3.6K
1.74%
Sole
12.54K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.26K
TypeSH
Market value$3.1K
1.49%
Sole
35.26K
Shared
0.00
None
0.00
CGI INC
SOLEShares29.49K
TypeSH
Market value$2.9K
1.41%
Sole
29.49K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares10.26K
TypeSH
Market value$2.7K
1.31%
Sole
10.26K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares6.03K
TypeSH
Market value$2.6K
1.27%
Sole
6.03K
Shared
0.00
None
0.00
RELX PLC
SOLEShares75.65K
TypeSH
Market value$2.5K
1.24%
Sole
75.65K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.13K
TypeSH
Market value$2.5K
1.21%
Sole
7.13K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares8.09K
TypeSH
Market value$2.5K
1.20%
Sole
8.09K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares9.17K
TypeSH
Market value$2.5K
1.20%
Sole
9.17K
Shared
0.00
None
0.00
NIKE INC
SOLEShares25.72K
TypeSH
Market value$2.5K
1.19%
Sole
25.72K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares53.35K
TypeSH
Market value$2.4K
1.15%
Sole
53.35K
Shared
0.00
None
0.00
WALMART INC
SOLEShares14.61K
TypeSH
Market value$2.3K
1.13%
Sole
14.61K
Shared
0.00
None
0.00
VIPSHOP HOLDINGS LIMITED
SOLEShares144.77K
TypeSH
Market value$2.3K
1.12%
Sole
144.77K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares4.99K
TypeSH
Market value$2.2K
1.05%
Sole
4.99K
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
SOLEShares14.48K
TypeSH
Market value$2.1K
1.01%
Sole
14.48K
Shared
0.00
None
0.00
SOUTHERN COPPER CORP
SOLEShares27.64K
TypeSH
Market value$2.1K
1.01%
Sole
27.64K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares23.36K
TypeSH
Market value$2.1K
1.01%
Sole
23.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 111.05K | SH | $19.0K 9.22% | 111.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 99.90K | SH | $13.2K 6.39% | 99.90K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 26.43K | SH | $8.3K 4.05% | 26.43K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 61.78K | SH | $8.1K 3.92% | 61.78K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 86.53K | SH | $7.9K 3.82% | 86.53K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 15.28K | SH | $7.7K 3.74% | 15.28K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 23.64K | SH | $5.4K 2.64% | 23.64K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 16.81K | SH | $5.1K 2.46% | 16.81K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 12.54K | SH | $3.6K 1.74% | 12.54K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.26K | SH | $3.1K 1.49% | 35.26K | 0.00 | 0.00 |
CGI INCSOLE | CL A SUB VTG | 29.49K | SH | $2.9K 1.41% | 29.49K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 10.26K | SH | $2.7K 1.31% | 10.26K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 6.03K | SH | $2.6K 1.27% | 6.03K | 0.00 | 0.00 |
RELX PLCSOLE | SPONSORED ADR | 75.65K | SH | $2.5K 1.24% | 75.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.13K | SH | $2.5K 1.21% | 7.13K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 8.09K | SH | $2.5K 1.20% | 8.09K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 9.17K | SH | $2.5K 1.20% | 9.17K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 25.72K | SH | $2.5K 1.19% | 25.72K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 53.35K | SH | $2.4K 1.15% | 53.35K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 14.61K | SH | $2.3K 1.13% | 14.61K | 0.00 | 0.00 |
VIPSHOP HOLDINGS LIMITEDSOLE | SPONSORED ADS A | 144.77K | SH | $2.3K 1.12% | 144.77K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 4.99K | SH | $2.2K 1.05% | 4.99K | 0.00 | 0.00 |
LAUDER ESTEE COS INCSOLE | CL A | 14.48K | SH | $2.1K 1.01% | 14.48K | 0.00 | 0.00 |
SOUTHERN COPPER CORPSOLE | COM | 27.64K | SH | $2.1K 1.01% | 27.64K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 23.36K | SH | $2.1K 1.01% | 23.36K | 0.00 | 0.00 |
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