Filed: 7/24/2025ACC: 0001725888-25-000001
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 214 equity positions with a total reported market value of $358.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
214
Positions
$358.9K
Total AUM (reported)
5.15M
Total Shares
Allocation by class
COM$190.5K53.1%
UIE$70.8K19.7%
ADR$62.2K17.3%
FGO$16.7K4.6%
FGC$14.0K3.9%
MFC$2.6K0.7%
MMN$627.000.2%
Portfolio Concentration
Top 3$60.4K16.8%
4–10$79.6K22.2%
11–25$57.8K16.1%
Rest$161.1K44.9%
Top 3 weight
16.8%
Top 10 weight
39.0%
Voting Authority Distribution
Total shares with voting rights: 5.15M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole214
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings214
Rows:
APPLE INC
SOLEShares108.37K
TypeSH
Market value$22.2K
6.20%
Sole
0.00
Shared
0.00
None
108.37K
ISHARES MSCI USA MIN VOLFCTR ETF
SOLEShares218.97K
TypeSH
Market value$20.6K
5.73%
Sole
0.00
Shared
0.00
None
218.97K
ALPHABET INC CLASS C
SOLEShares99.12K
TypeSH
Market value$17.6K
4.90%
Sole
0.00
Shared
0.00
None
99.12K
ISHARES MSCI EAF MIN VOLFCT ETF
SOLEShares203.46K
TypeSH
Market value$17.1K
4.77%
Sole
0.00
Shared
0.00
None
203.46K
ISHS MSCI EMERG MRKT MINVOL FCT ETF
SOLEShares253.41K
TypeSH
Market value$15.9K
4.43%
Sole
0.00
Shared
0.00
None
253.41K
MICROSOFT CORP
SOLEShares26.19K
TypeSH
Market value$13.0K
3.63%
Sole
0.00
Shared
0.00
None
26.19K
ALPHABET INC CLASS A
SOLEShares61.75K
TypeSH
Market value$10.9K
3.03%
Sole
0.00
Shared
0.00
None
61.75K
VISA INC CLASS A
SOLEShares23.55K
TypeSH
Market value$8.4K
2.33%
Sole
0.00
Shared
0.00
None
23.55K
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares34.90K
TypeSH
Market value$7.9K
2.20%
Sole
0.00
Shared
0.00
None
34.90K
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares92.40K
TypeSH
Market value$6.4K
1.78%
Sole
0.00
Shared
0.00
None
92.40K
HOME DEPOT INC
SOLEShares17.07K
TypeSH
Market value$6.3K
1.74%
Sole
0.00
Shared
0.00
None
17.07K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares26.08K
TypeSH
Market value$4.7K
1.32%
Sole
0.00
Shared
0.00
None
26.08K
UNITEDHEALTH GROUP INC
SOLEShares15.11K
TypeSH
Market value$4.7K
1.31%
Sole
0.00
Shared
0.00
None
15.11K
WALMART INC
SOLEShares45.79K
TypeSH
Market value$4.5K
1.25%
Sole
0.00
Shared
0.00
None
45.79K
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares81K
TypeSH
Market value$4.4K
1.23%
Sole
0.00
Shared
0.00
None
81K
ISHARES GLOBAL REIT ETF
SOLEShares169.42K
TypeSH
Market value$4.2K
1.17%
Sole
0.00
Shared
0.00
None
169.42K
THE CIGNA GROUP
SOLEShares12.50K
TypeSH
Market value$4.1K
1.15%
Sole
0.00
Shared
0.00
None
12.50K
MCKESSON CORP
SOLEShares5.19K
TypeSH
Market value$3.8K
1.06%
Sole
0.00
Shared
0.00
None
5.19K
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.28K
TypeSH
Market value$3.5K
0.99%
Sole
0.00
Shared
0.00
None
7.28K
MCDONALDS CORP
SOLEShares10.85K
TypeSH
Market value$3.2K
0.88%
Sole
0.00
Shared
0.00
None
10.85K
CGI INC FCLASS A
SOLEShares29.53K
TypeSH
Market value$3.1K
0.86%
Sole
0.00
Shared
0.00
None
29.53K
MASTERCARD INC CLASS A
SOLEShares5.16K
TypeSH
Market value$2.9K
0.81%
Sole
0.00
Shared
0.00
None
5.16K
SOUTHERN COPPER CORP
SOLEShares28.64K
TypeSH
Market value$2.9K
0.81%
Sole
0.00
Shared
0.00
None
28.64K
TJX COS INC NEW
SOLEShares23.36K
TypeSH
Market value$2.9K
0.80%
Sole
0.00
Shared
0.00
None
23.36K
FERRARI N V NEW F
SOLEShares5.33K
TypeSH
Market value$2.6K
0.73%
Sole
0.00
Shared
0.00
None
5.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 108.37K | SH | $22.2K 6.20% | 0.00 | 0.00 | 108.37K |
ISHARES MSCI USA MIN VOLFCTR ETFSOLE | UIE | 218.97K | SH | $20.6K 5.73% | 0.00 | 0.00 | 218.97K |
ALPHABET INC CLASS CSOLE | COM | 99.12K | SH | $17.6K 4.90% | 0.00 | 0.00 | 99.12K |
ISHARES MSCI EAF MIN VOLFCT ETFSOLE | UIE | 203.46K | SH | $17.1K 4.77% | 0.00 | 0.00 | 203.46K |
ISHS MSCI EMERG MRKT MINVOL FCT ETFSOLE | UIE | 253.41K | SH | $15.9K 4.43% | 0.00 | 0.00 | 253.41K |
MICROSOFT CORPSOLE | COM | 26.19K | SH | $13.0K 3.63% | 0.00 | 0.00 | 26.19K |
ALPHABET INC CLASS ASOLE | COM | 61.75K | SH | $10.9K 3.03% | 0.00 | 0.00 | 61.75K |
VISA INC CLASS ASOLE | COM | 23.55K | SH | $8.4K 2.33% | 0.00 | 0.00 | 23.55K |
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | ADR | 34.90K | SH | $7.9K 2.20% | 0.00 | 0.00 | 34.90K |
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | ADR | 92.40K | SH | $6.4K 1.78% | 0.00 | 0.00 | 92.40K |
HOME DEPOT INCSOLE | COM | 17.07K | SH | $6.3K 1.74% | 0.00 | 0.00 | 17.07K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | UIE | 26.08K | SH | $4.7K 1.32% | 0.00 | 0.00 | 26.08K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.11K | SH | $4.7K 1.31% | 0.00 | 0.00 | 15.11K |
WALMART INCSOLE | COM | 45.79K | SH | $4.5K 1.25% | 0.00 | 0.00 | 45.79K |
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | ADR | 81K | SH | $4.4K 1.23% | 0.00 | 0.00 | 81K |
ISHARES GLOBAL REIT ETFSOLE | UIE | 169.42K | SH | $4.2K 1.17% | 0.00 | 0.00 | 169.42K |
THE CIGNA GROUPSOLE | COM | 12.50K | SH | $4.1K 1.15% | 0.00 | 0.00 | 12.50K |
MCKESSON CORPSOLE | COM | 5.19K | SH | $3.8K 1.06% | 0.00 | 0.00 | 5.19K |
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 7.28K | SH | $3.5K 0.99% | 0.00 | 0.00 | 7.28K |
MCDONALDS CORPSOLE | COM | 10.85K | SH | $3.2K 0.88% | 0.00 | 0.00 | 10.85K |
CGI INC FCLASS ASOLE | FGC | 29.53K | SH | $3.1K 0.86% | 0.00 | 0.00 | 29.53K |
MASTERCARD INC CLASS ASOLE | COM | 5.16K | SH | $2.9K 0.81% | 0.00 | 0.00 | 5.16K |
SOUTHERN COPPER CORPSOLE | COM | 28.64K | SH | $2.9K 0.81% | 0.00 | 0.00 | 28.64K |
TJX COS INC NEWSOLE | COM | 23.36K | SH | $2.9K 0.80% | 0.00 | 0.00 | 23.36K |
FERRARI N V NEW FSOLE | FGO | 5.33K | SH | $2.6K 0.73% | 0.00 | 0.00 | 5.33K |
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