Filed: 5/1/2026ACC: 0001725888-26-000002
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 233 equity positions with a total reported market value of $390.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
233
Positions
$390.9K
Total AUM (reported)
5.29M
Total Shares
Allocation by class
GOOG$27.3K7.0%
AAPL$27.2K7.0%
USMV$20.2K5.2%
GOOGL$17.7K4.5%
EFAV$17.0K4.4%
EEMV$14.4K3.7%
TSM$11.8K3.0%
Portfolio Concentration
Top 3$74.8K19.1%
4–10$83.3K21.3%
11–25$58.5K15.0%
Rest$174.3K44.6%
Top 3 weight
19.1%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 5.29M
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
5.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole233
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings233
Rows:
ALPHABET INC CLASS CLASS C
SOLEShares95.34K
TypeSH
Market value$27.3K
7.00%
Sole
0.00
Shared
0.00
None
95.34K
APPLE INC
SOLEShares107.25K
TypeSH
Market value$27.2K
6.96%
Sole
0.00
Shared
0.00
None
107.25K
ISHARES MSCI USA MIN VOLFACTOR ETF
SOLEShares217.94K
TypeSH
Market value$20.2K
5.17%
Sole
0.00
Shared
0.00
None
217.94K
ALPHABET INC CLASS CLASS A
SOLEShares61.72K
TypeSH
Market value$17.7K
4.54%
Sole
0.00
Shared
0.00
None
61.72K
ISHARES MSCI EAFE MIN VOL FACTOR ETF
SOLEShares186.31K
TypeSH
Market value$17.0K
4.35%
Sole
0.00
Shared
0.00
None
186.31K
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
SOLEShares222.44K
TypeSH
Market value$14.4K
3.68%
Sole
0.00
Shared
0.00
None
222.44K
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares34.82K
TypeSH
Market value$11.8K
3.01%
Sole
0.00
Shared
0.00
None
34.82K
MICROSOFT CORP
SOLEShares25.82K
TypeSH
Market value$9.6K
2.44%
Sole
0.00
Shared
0.00
None
25.82K
VISA INC CLASS CLASS A
SOLEShares23.55K
TypeSH
Market value$7.1K
1.82%
Sole
0.00
Shared
0.00
None
23.55K
WALMART INC
SOLEShares45.73K
TypeSH
Market value$5.7K
1.45%
Sole
0.00
Shared
0.00
None
45.73K
HOME DEPOT INC
SOLEShares16.94K
TypeSH
Market value$5.6K
1.42%
Sole
0.00
Shared
0.00
None
16.94K
MICRON TECHNOLOGY INC
SOLEShares15.90K
TypeSH
Market value$5.4K
1.37%
Sole
0.00
Shared
0.00
None
15.90K
SOUTHERN COPPER CORP
SOLEShares29.88K
TypeSH
Market value$5.1K
1.32%
Sole
0.00
Shared
0.00
None
29.88K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares26.08K
TypeSH
Market value$5.0K
1.28%
Sole
0.00
Shared
0.00
None
26.08K
MCKESSON CORP
SOLEShares5.19K
TypeSH
Market value$4.5K
1.15%
Sole
0.00
Shared
0.00
None
5.19K
UNITEDHEALTH GROUP INC
SOLEShares15.10K
TypeSH
Market value$4.1K
1.05%
Sole
0.00
Shared
0.00
None
15.10K
TJX COS INC NEW
SOLEShares23.36K
TypeSH
Market value$3.7K
0.95%
Sole
0.00
Shared
0.00
None
23.36K
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.26K
TypeSH
Market value$3.5K
0.89%
Sole
0.00
Shared
0.00
None
7.26K
MCDONALDS CORP
SOLEShares10.80K
TypeSH
Market value$3.4K
0.86%
Sole
0.00
Shared
0.00
None
10.80K
THE CIGNA GROUP
SOLEShares12.47K
TypeSH
Market value$3.3K
0.85%
Sole
0.00
Shared
0.00
None
12.47K
ISHARES GLOBAL REIT ETF
SOLEShares128.09K
TypeSH
Market value$3.2K
0.82%
Sole
0.00
Shared
0.00
None
128.09K
AMGEN INC
SOLEShares9K
TypeSH
Market value$3.2K
0.81%
Sole
0.00
Shared
0.00
None
9K
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares84.74K
TypeSH
Market value$3.1K
0.80%
Sole
0.00
Shared
0.00
None
84.74K
RTX CORP
SOLEShares14.22K
TypeSH
Market value$2.7K
0.70%
Sole
0.00
Shared
0.00
None
14.22K
SHELL PLC FTENDER OFFER EXP:
SOLEShares29.28K
TypeSH
Market value$2.7K
0.70%
Sole
0.00
Shared
0.00
None
29.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CLASS CLASS CSOLE | GOOG | 95.34K | SH | $27.3K 7.00% | 0.00 | 0.00 | 95.34K |
APPLE INCSOLE | AAPL | 107.25K | SH | $27.2K 6.96% | 0.00 | 0.00 | 107.25K |
ISHARES MSCI USA MIN VOLFACTOR ETFSOLE | USMV | 217.94K | SH | $20.2K 5.17% | 0.00 | 0.00 | 217.94K |
ALPHABET INC CLASS CLASS ASOLE | GOOGL | 61.72K | SH | $17.7K 4.54% | 0.00 | 0.00 | 61.72K |
ISHARES MSCI EAFE MIN VOL FACTOR ETFSOLE | EFAV | 186.31K | SH | $17.0K 4.35% | 0.00 | 0.00 | 186.31K |
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFSOLE | EEMV | 222.44K | SH | $14.4K 3.68% | 0.00 | 0.00 | 222.44K |
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | TSM | 34.82K | SH | $11.8K 3.01% | 0.00 | 0.00 | 34.82K |
MICROSOFT CORPSOLE | MSFT | 25.82K | SH | $9.6K 2.44% | 0.00 | 0.00 | 25.82K |
VISA INC CLASS CLASS ASOLE | V | 23.55K | SH | $7.1K 1.82% | 0.00 | 0.00 | 23.55K |
WALMART INCSOLE | WMT | 45.73K | SH | $5.7K 1.45% | 0.00 | 0.00 | 45.73K |
HOME DEPOT INCSOLE | HD | 16.94K | SH | $5.6K 1.42% | 0.00 | 0.00 | 16.94K |
MICRON TECHNOLOGY INCSOLE | MU | 15.90K | SH | $5.4K 1.37% | 0.00 | 0.00 | 15.90K |
SOUTHERN COPPER CORPSOLE | SCCO | 29.88K | SH | $5.1K 1.32% | 0.00 | 0.00 | 29.88K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | RSP | 26.08K | SH | $5.0K 1.28% | 0.00 | 0.00 | 26.08K |
MCKESSON CORPSOLE | MCK | 5.19K | SH | $4.5K 1.15% | 0.00 | 0.00 | 5.19K |
UNITEDHEALTH GROUP INCSOLE | UNH | 15.10K | SH | $4.1K 1.05% | 0.00 | 0.00 | 15.10K |
TJX COS INC NEWSOLE | TJX | 23.36K | SH | $3.7K 0.95% | 0.00 | 0.00 | 23.36K |
BERKSHIRE HATHAWAY CLASS BSOLE | BRKB | 7.26K | SH | $3.5K 0.89% | 0.00 | 0.00 | 7.26K |
MCDONALDS CORPSOLE | MCD | 10.80K | SH | $3.4K 0.86% | 0.00 | 0.00 | 10.80K |
THE CIGNA GROUPSOLE | CI | 12.47K | SH | $3.3K 0.85% | 0.00 | 0.00 | 12.47K |
ISHARES GLOBAL REIT ETFSOLE | REET | 128.09K | SH | $3.2K 0.82% | 0.00 | 0.00 | 128.09K |
AMGEN INCSOLE | AMGN | 9K | SH | $3.2K 0.81% | 0.00 | 0.00 | 9K |
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | NVO | 84.74K | SH | $3.1K 0.80% | 0.00 | 0.00 | 84.74K |
RTX CORPSOLE | RTX | 14.22K | SH | $2.7K 0.70% | 0.00 | 0.00 | 14.22K |
SHELL PLC FTENDER OFFER EXP:SOLE | SHEL | 29.28K | SH | $2.7K 0.70% | 0.00 | 0.00 | 29.28K |
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