Filed: 1/23/2026ACC: 0001725888-26-000001
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 199 equity positions with a total reported market value of $382.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
199
Positions
$382.4K
Total AUM (reported)
4.33M
Total Shares
Allocation by class
COM$159.0K41.6%
CAP STK CL C$30.1K7.9%
MSCI USA MIN VOL$20.8K5.4%
CAP STK CL A$19.3K5.1%
SPONSORED ADR$18.2K4.8%
MSCI EAFE MIN VL$16.5K4.3%
MSCI EMERG MRKT$14.5K3.8%
Portfolio Concentration
Top 3$80.0K20.9%
4–10$87.5K22.9%
11–25$59.0K15.4%
Rest$155.8K40.8%
Top 3 weight
20.9%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 4.33M
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
4.33M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole199
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings199
Rows:
ALPHABET INC
SOLEShares95.81K
TypeSH
Market value$30.1K
7.86%
Sole
0.00
Shared
0.00
None
95.81K
APPLE INC
SOLEShares107.39K
TypeSH
Market value$29.2K
7.63%
Sole
0.00
Shared
0.00
None
107.39K
ISHARES TR
SOLEShares220.71K
TypeSH
Market value$20.8K
5.43%
Sole
0.00
Shared
0.00
None
220.71K
ALPHABET INC
SOLEShares61.72K
TypeSH
Market value$19.3K
5.05%
Sole
0.00
Shared
0.00
None
61.72K
ISHARES TR
SOLEShares190.85K
TypeSH
Market value$16.5K
4.30%
Sole
0.00
Shared
0.00
None
190.85K
ISHARES INC
SOLEShares226.40K
TypeSH
Market value$14.5K
3.79%
Sole
0.00
Shared
0.00
None
226.40K
MICROSOFT CORP
SOLEShares25.84K
TypeSH
Market value$12.5K
3.27%
Sole
0.00
Shared
0.00
None
25.84K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares34.82K
TypeSH
Market value$10.6K
2.77%
Sole
0.00
Shared
0.00
None
34.82K
VISA INC
SOLEShares23.55K
TypeSH
Market value$8.3K
2.16%
Sole
0.00
Shared
0.00
None
23.55K
HOME DEPOT INC
SOLEShares17.07K
TypeSH
Market value$5.9K
1.54%
Sole
0.00
Shared
0.00
None
17.07K
WALMART INC
SOLEShares45.79K
TypeSH
Market value$5.1K
1.33%
Sole
0.00
Shared
0.00
None
45.79K
UNITEDHEALTH GROUP INC
SOLEShares15.20K
TypeSH
Market value$5.0K
1.31%
Sole
0.00
Shared
0.00
None
15.20K
INVESCO EXCHANGE TRADED FD T
SOLEShares26.08K
TypeSH
Market value$5.0K
1.31%
Sole
0.00
Shared
0.00
None
26.08K
MICRON TECHNOLOGY INC
SOLEShares15.90K
TypeSH
Market value$4.5K
1.19%
Sole
0.00
Shared
0.00
None
15.90K
NOVO-NORDISK A S
SOLEShares86.25K
TypeSH
Market value$4.4K
1.15%
Sole
0.00
Shared
0.00
None
86.25K
SOUTHERN COPPER CORP
SOLEShares29.71K
TypeSH
Market value$4.3K
1.11%
Sole
0.00
Shared
0.00
None
29.71K
MCKESSON CORP
SOLEShares5.19K
TypeSH
Market value$4.3K
1.11%
Sole
0.00
Shared
0.00
None
5.19K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.28K
TypeSH
Market value$3.7K
0.96%
Sole
0.00
Shared
0.00
None
7.28K
TJX COS INC NEW
SOLEShares23.36K
TypeSH
Market value$3.6K
0.94%
Sole
0.00
Shared
0.00
None
23.36K
ISHARES TR
SOLEShares140.20K
TypeSH
Market value$3.5K
0.91%
Sole
0.00
Shared
0.00
None
140.20K
THE CIGNA GROUP
SOLEShares12.50K
TypeSH
Market value$3.4K
0.90%
Sole
0.00
Shared
0.00
None
12.50K
MCDONALDS CORP
SOLEShares10.82K
TypeSH
Market value$3.3K
0.86%
Sole
0.00
Shared
0.00
None
10.82K
RELX PLC
SOLEShares75.97K
TypeSH
Market value$3.1K
0.80%
Sole
0.00
Shared
0.00
None
75.97K
MASTERCARD INCORPORATED
SOLEShares5.16K
TypeSH
Market value$2.9K
0.77%
Sole
0.00
Shared
0.00
None
5.16K
AMGEN INC
SOLEShares9K
TypeSH
Market value$2.9K
0.77%
Sole
0.00
Shared
0.00
None
9K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 95.81K | SH | $30.1K 7.86% | 0.00 | 0.00 | 95.81K |
APPLE INCSOLE | COM | 107.39K | SH | $29.2K 7.63% | 0.00 | 0.00 | 107.39K |
ISHARES TRSOLE | MSCI USA MIN VOL | 220.71K | SH | $20.8K 5.43% | 0.00 | 0.00 | 220.71K |
ALPHABET INCSOLE | CAP STK CL A | 61.72K | SH | $19.3K 5.05% | 0.00 | 0.00 | 61.72K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 190.85K | SH | $16.5K 4.30% | 0.00 | 0.00 | 190.85K |
ISHARES INCSOLE | MSCI EMERG MRKT | 226.40K | SH | $14.5K 3.79% | 0.00 | 0.00 | 226.40K |
MICROSOFT CORPSOLE | COM | 25.84K | SH | $12.5K 3.27% | 0.00 | 0.00 | 25.84K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 34.82K | SH | $10.6K 2.77% | 0.00 | 0.00 | 34.82K |
VISA INCSOLE | COM CL A | 23.55K | SH | $8.3K 2.16% | 0.00 | 0.00 | 23.55K |
HOME DEPOT INCSOLE | COM | 17.07K | SH | $5.9K 1.54% | 0.00 | 0.00 | 17.07K |
WALMART INCSOLE | COM | 45.79K | SH | $5.1K 1.33% | 0.00 | 0.00 | 45.79K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.20K | SH | $5.0K 1.31% | 0.00 | 0.00 | 15.20K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 26.08K | SH | $5.0K 1.31% | 0.00 | 0.00 | 26.08K |
MICRON TECHNOLOGY INCSOLE | COM | 15.90K | SH | $4.5K 1.19% | 0.00 | 0.00 | 15.90K |
NOVO-NORDISK A SSOLE | ADR | 86.25K | SH | $4.4K 1.15% | 0.00 | 0.00 | 86.25K |
SOUTHERN COPPER CORPSOLE | COM | 29.71K | SH | $4.3K 1.11% | 0.00 | 0.00 | 29.71K |
MCKESSON CORPSOLE | COM | 5.19K | SH | $4.3K 1.11% | 0.00 | 0.00 | 5.19K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.28K | SH | $3.7K 0.96% | 0.00 | 0.00 | 7.28K |
TJX COS INC NEWSOLE | COM | 23.36K | SH | $3.6K 0.94% | 0.00 | 0.00 | 23.36K |
ISHARES TRSOLE | GLOBAL REIT ETF | 140.20K | SH | $3.5K 0.91% | 0.00 | 0.00 | 140.20K |
THE CIGNA GROUPSOLE | COM | 12.50K | SH | $3.4K 0.90% | 0.00 | 0.00 | 12.50K |
MCDONALDS CORPSOLE | COM | 10.82K | SH | $3.3K 0.86% | 0.00 | 0.00 | 10.82K |
RELX PLCSOLE | SPONSORED ADR | 75.97K | SH | $3.1K 0.80% | 0.00 | 0.00 | 75.97K |
MASTERCARD INCORPORATEDSOLE | CL A | 5.16K | SH | $2.9K 0.77% | 0.00 | 0.00 | 5.16K |
AMGEN INCSOLE | COM | 9K | SH | $2.9K 0.77% | 0.00 | 0.00 | 9K |
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