Filed: 5/3/2024ACC: 0001792704-24-000012
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $309.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$309.5K
Total AUM (reported)
3.82M
Total Shares
Allocation by class
COM$130.6K42.2%
ADR$18.6K6.0%
MSCI USA MIN VOL$15.8K5.1%
CAP STK CL C$15.2K4.9%
MSCI EMERG MRKT$14.0K4.5%
MSCI EAFE MIN VL$13.4K4.3%
CAP STK CL A$9.3K3.0%
Portfolio Concentration
Top 3$49.9K16.1%
4–10$73.8K23.8%
11–25$56.2K18.2%
Rest$129.6K41.9%
Top 3 weight
16.1%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 3.82M
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
3.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole179
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings179
Rows:
APPLE INC
SOLEShares110.25K
TypeSH
Market value$18.9K
6.11%
Sole
0.00
Shared
0.00
None
110.25K
ISHARES TR
SOLEShares189.54K
TypeSH
Market value$15.8K
5.12%
Sole
0.00
Shared
0.00
None
189.54K
ALPHABET INC
SOLEShares99.77K
TypeSH
Market value$15.2K
4.91%
Sole
0.00
Shared
0.00
None
99.77K
ISHARES INC
SOLEShares247.45K
TypeSH
Market value$14.0K
4.52%
Sole
0.00
Shared
0.00
None
247.45K
ISHARES TR
SOLEShares189.18K
TypeSH
Market value$13.4K
4.33%
Sole
0.00
Shared
0.00
None
189.18K
NOVO-NORDISK A S
SOLEShares86.53K
TypeSH
Market value$11.1K
3.59%
Sole
0.00
Shared
0.00
None
86.53K
MICROSOFT CORP
SOLEShares26.30K
TypeSH
Market value$11.1K
3.58%
Sole
0.00
Shared
0.00
None
26.30K
ALPHABET INC
SOLEShares61.78K
TypeSH
Market value$9.3K
3.01%
Sole
0.00
Shared
0.00
None
61.78K
UNITEDHEALTH GROUP INC
SOLEShares15.20K
TypeSH
Market value$7.5K
2.43%
Sole
0.00
Shared
0.00
None
15.20K
ISHARES TR
SOLEShares310.93K
TypeSH
Market value$7.4K
2.38%
Sole
0.00
Shared
0.00
None
310.93K
VISA INC
SOLEShares23.64K
TypeSH
Market value$6.6K
2.13%
Sole
0.00
Shared
0.00
None
23.64K
HOME DEPOT INC
SOLEShares16.84K
TypeSH
Market value$6.5K
2.09%
Sole
0.00
Shared
0.00
None
16.84K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.26K
TypeSH
Market value$4.8K
1.55%
Sole
0.00
Shared
0.00
None
35.26K
THE CIGNA GROUP
SOLEShares12.54K
TypeSH
Market value$4.6K
1.47%
Sole
0.00
Shared
0.00
None
12.54K
INVESCO EXCHANGE TRADED FD T
SOLEShares26.01K
TypeSH
Market value$4.4K
1.42%
Sole
0.00
Shared
0.00
None
26.01K
RELX PLC
SOLEShares76.69K
TypeSH
Market value$3.3K
1.07%
Sole
0.00
Shared
0.00
None
76.69K
CGI INC
SOLEShares29.86K
TypeSH
Market value$3.3K
1.07%
Sole
0.00
Shared
0.00
None
29.86K
ELEVANCE HEALTH INC
SOLEShares6.06K
TypeSH
Market value$3.1K
1.01%
Sole
0.00
Shared
0.00
None
6.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.13K
TypeSH
Market value$3.0K
0.97%
Sole
0.00
Shared
0.00
None
7.13K
SOUTHERN COPPER CORP
SOLEShares27.64K
TypeSH
Market value$2.9K
0.95%
Sole
0.00
Shared
0.00
None
27.64K
MCDONALDS CORP
SOLEShares10.32K
TypeSH
Market value$2.9K
0.94%
Sole
0.00
Shared
0.00
None
10.32K
ACCENTURE PLC IRELAND
SOLEShares8.09K
TypeSH
Market value$2.8K
0.91%
Sole
0.00
Shared
0.00
None
8.09K
MCKESSON CORP
SOLEShares5.01K
TypeSH
Market value$2.7K
0.87%
Sole
0.00
Shared
0.00
None
5.01K
WALMART INC
SOLEShares44.05K
TypeSH
Market value$2.7K
0.86%
Sole
0.00
Shared
0.00
None
44.05K
AMGEN INC
SOLEShares9.17K
TypeSH
Market value$2.6K
0.84%
Sole
0.00
Shared
0.00
None
9.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 110.25K | SH | $18.9K 6.11% | 0.00 | 0.00 | 110.25K |
ISHARES TRSOLE | MSCI USA MIN VOL | 189.54K | SH | $15.8K 5.12% | 0.00 | 0.00 | 189.54K |
ALPHABET INCSOLE | CAP STK CL C | 99.77K | SH | $15.2K 4.91% | 0.00 | 0.00 | 99.77K |
ISHARES INCSOLE | MSCI EMERG MRKT | 247.45K | SH | $14.0K 4.52% | 0.00 | 0.00 | 247.45K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 189.18K | SH | $13.4K 4.33% | 0.00 | 0.00 | 189.18K |
NOVO-NORDISK A SSOLE | ADR | 86.53K | SH | $11.1K 3.59% | 0.00 | 0.00 | 86.53K |
MICROSOFT CORPSOLE | COM | 26.30K | SH | $11.1K 3.58% | 0.00 | 0.00 | 26.30K |
ALPHABET INCSOLE | CAP STK CL A | 61.78K | SH | $9.3K 3.01% | 0.00 | 0.00 | 61.78K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.20K | SH | $7.5K 2.43% | 0.00 | 0.00 | 15.20K |
ISHARES TRSOLE | GLOBAL REIT ETF | 310.93K | SH | $7.4K 2.38% | 0.00 | 0.00 | 310.93K |
VISA INCSOLE | COM CL A | 23.64K | SH | $6.6K 2.13% | 0.00 | 0.00 | 23.64K |
HOME DEPOT INCSOLE | COM | 16.84K | SH | $6.5K 2.09% | 0.00 | 0.00 | 16.84K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.26K | SH | $4.8K 1.55% | 0.00 | 0.00 | 35.26K |
THE CIGNA GROUPSOLE | COM | 12.54K | SH | $4.6K 1.47% | 0.00 | 0.00 | 12.54K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 26.01K | SH | $4.4K 1.42% | 0.00 | 0.00 | 26.01K |
RELX PLCSOLE | SPONSORED ADR | 76.69K | SH | $3.3K 1.07% | 0.00 | 0.00 | 76.69K |
CGI INCSOLE | CL A SUB VTG | 29.86K | SH | $3.3K 1.07% | 0.00 | 0.00 | 29.86K |
ELEVANCE HEALTH INCSOLE | COM | 6.06K | SH | $3.1K 1.01% | 0.00 | 0.00 | 6.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.13K | SH | $3.0K 0.97% | 0.00 | 0.00 | 7.13K |
SOUTHERN COPPER CORPSOLE | COM | 27.64K | SH | $2.9K 0.95% | 0.00 | 0.00 | 27.64K |
MCDONALDS CORPSOLE | COM | 10.32K | SH | $2.9K 0.94% | 0.00 | 0.00 | 10.32K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 8.09K | SH | $2.8K 0.91% | 0.00 | 0.00 | 8.09K |
MCKESSON CORPSOLE | COM | 5.01K | SH | $2.7K 0.87% | 0.00 | 0.00 | 5.01K |
WALMART INCSOLE | COM | 44.05K | SH | $2.7K 0.86% | 0.00 | 0.00 | 44.05K |
AMGEN INCSOLE | COM | 9.17K | SH | $2.6K 0.84% | 0.00 | 0.00 | 9.17K |
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