LESTER MURRAY ANTMAN DBA SIMPLYRICH

PrivateCIK: 1725888
Location

CARLSBAD, CA

๐Ÿ“‹ What this filing means

LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13Fโ€‘HR report disclosing 200 equity positions with a total reported market value of $370.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

200
Positions
$370.6K
Total AUM (reported)
4.23M
Total Shares

Allocation by class

TOTAL AUM$370.6K200 positions
COM$158.8K42.9%
S&P 100 ETF$40.7K11.0%
CAP STK CL C$39.1K10.6%
MSCI AUST ETF$16.8K4.5%
SPONSORED ADR$16.2K4.4%
SPONSORED ADS$13.4K3.6%
CL A$11.5K3.1%

Portfolio Concentration

Top 319.3%4โ€“1022.7%11โ€“2515.4%Rest42.5%TOP 1042.1%0%100%
Top 3$71.7K19.3%
4โ€“10$84.1K22.7%
11โ€“25$57.1K15.4%
Rest$157.6K42.5%

Top 3 weight

19.3%

Top 10 weight

42.1%

Voting Authority Distribution

Total shares with voting rights: 4.23M

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

4.23M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole200
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings200
Rows:

APPLE INC

SOLE
COM
Shares108.30K
TypeSH
Market value$27.6K
7.44%
Sole
0.00
Shared
0.00
None
108.30K

ALPHABET INC

SOLE
CAP STK CL C
Shares98.92K
TypeSH
Market value$24.1K
6.50%
Sole
0.00
Shared
0.00
None
98.92K

ISHARES TR

SOLE
S&P 100 ETF
Shares210.69K
TypeSH
Market value$20.0K
5.41%
Sole
0.00
Shared
0.00
None
210.69K

ISHARES TR

SOLE
S&P 100 ETF
Shares190.10K
TypeSH
Market value$16.1K
4.35%
Sole
0.00
Shared
0.00
None
190.10K

ALPHABET INC

SOLE
CAP STK CL C
Shares61.75K
TypeSH
Market value$15.0K
4.05%
Sole
0.00
Shared
0.00
None
61.75K

ISHARES INC

SOLE
MSCI AUST ETF
Shares233.67K
TypeSH
Market value$14.9K
4.02%
Sole
0.00
Shared
0.00
None
233.67K

MICROSOFT CORP

SOLE
COM
Shares25.86K
TypeSH
Market value$13.4K
3.61%
Sole
0.00
Shared
0.00
None
25.86K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares34.90K
TypeSH
Market value$9.7K
2.63%
Sole
0.00
Shared
0.00
None
34.90K

VISA INC

SOLE
COM CL A
Shares23.55K
TypeSH
Market value$8.0K
2.17%
Sole
0.00
Shared
0.00
None
23.55K

HOME DEPOT INC

SOLE
COM
Shares17.07K
TypeSH
Market value$6.9K
1.87%
Sole
0.00
Shared
0.00
None
17.07K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares15.11K
TypeSH
Market value$5.2K
1.41%
Sole
0.00
Shared
0.00
None
15.11K

INVESCO EXCHANGE TRADED FD T

SOLE
AEROSPACE DEFN
Shares26.08K
TypeSH
Market value$4.9K
1.34%
Sole
0.00
Shared
0.00
None
26.08K

WALMART INC

SOLE
COM
Shares45.78K
TypeSH
Market value$4.7K
1.27%
Sole
0.00
Shared
0.00
None
45.78K

NOVO-NORDISK A S

SOLE
ADR
Shares84.62K
TypeSH
Market value$4.7K
1.27%
Sole
0.00
Shared
0.00
None
84.62K

MCKESSON CORP

SOLE
COM
Shares5.19K
TypeSH
Market value$4.0K
1.08%
Sole
0.00
Shared
0.00
None
5.19K

RELX PLC

SOLE
SPONSORED ADR
Shares80.99K
TypeSH
Market value$3.9K
1.04%
Sole
0.00
Shared
0.00
None
80.99K

ISHARES TR

SOLE
S&P 100 ETF
Shares144.59K
TypeSH
Market value$3.7K
1.00%
Sole
0.00
Shared
0.00
None
144.59K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares7.28K
TypeSH
Market value$3.7K
0.99%
Sole
0.00
Shared
0.00
None
7.28K

THE CIGNA GROUP

SOLE
COM
Shares12.50K
TypeSH
Market value$3.6K
0.97%
Sole
0.00
Shared
0.00
None
12.50K

SOUTHERN COPPER CORP

SOLE
COM
Shares29.42K
TypeSH
Market value$3.6K
0.96%
Sole
0.00
Shared
0.00
None
29.42K

TJX COS INC NEW

SOLE
COM
Shares23.36K
TypeSH
Market value$3.4K
0.91%
Sole
0.00
Shared
0.00
None
23.36K

MCDONALDS CORP

SOLE
COM
Shares10.84K
TypeSH
Market value$3.3K
0.89%
Sole
0.00
Shared
0.00
None
10.84K

MASTERCARD INCORPORATED

SOLE
CL A
Shares5.16K
TypeSH
Market value$2.9K
0.79%
Sole
0.00
Shared
0.00
None
5.16K

VIPSHOP HLDGS LTD

SOLE
SPONSORED ADS A
Shares146.75K
TypeSH
Market value$2.9K
0.78%
Sole
0.00
Shared
0.00
None
146.75K

MICRON TECHNOLOGY INC

SOLE
COM
Shares15.90K
TypeSH
Market value$2.7K
0.72%
Sole
0.00
Shared
0.00
None
15.90K
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LESTER MURRAY ANTMAN DBA SIMPLYRICH 13F Holdings โ€” 200 Positions | Finecho