Filed: 10/18/2024ACC: 0001792704-24-000019
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 221 equity positions with a total reported market value of $358.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
221
Positions
$358.7K
Total AUM (reported)
5.28M
Total Shares
Allocation by class
COM$191.7K53.4%
UIE$68.5K19.1%
ADR$61.5K17.1%
FGO$18.6K5.2%
FGC$13.8K3.9%
MFC$2.4K0.7%
MMN$940.000.3%
Portfolio Concentration
Top 3$59.6K16.6%
4–10$79.1K22.0%
11–25$61.1K17.0%
Rest$158.9K44.3%
Top 3 weight
16.6%
Top 10 weight
38.7%
Voting Authority Distribution
Total shares with voting rights: 5.28M
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
5.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole221
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings221
Rows:
APPLE INC
SOLEShares110.01K
TypeSH
Market value$25.6K
7.15%
Sole
0.00
Shared
0.00
None
110.01K
ISHARES MSCI USA MIN VOLFCTR ETF
SOLEShares189.59K
TypeSH
Market value$17.3K
4.83%
Sole
0.00
Shared
0.00
None
189.59K
ALPHABET INC CLASS C
SOLEShares99.66K
TypeSH
Market value$16.7K
4.64%
Sole
0.00
Shared
0.00
None
99.66K
ISHS MSCI EMERG MRKT MINVOL FCT ETF
SOLEShares250.88K
TypeSH
Market value$15.7K
4.39%
Sole
0.00
Shared
0.00
None
250.88K
ISHARES MSCI EAF MIN VOLFCT ETF
SOLEShares196.34K
TypeSH
Market value$15.1K
4.20%
Sole
0.00
Shared
0.00
None
196.34K
MICROSOFT CORP
SOLEShares26.30K
TypeSH
Market value$11.3K
3.15%
Sole
0.00
Shared
0.00
None
26.30K
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares86.19K
TypeSH
Market value$10.3K
2.86%
Sole
0.00
Shared
0.00
None
86.19K
ALPHABET INC CLASS A
SOLEShares61.78K
TypeSH
Market value$10.2K
2.86%
Sole
0.00
Shared
0.00
None
61.78K
UNITEDHEALTH GROUP INC
SOLEShares15.30K
TypeSH
Market value$8.9K
2.49%
Sole
0.00
Shared
0.00
None
15.30K
ISHS TRUST-GLO.R ETF
SOLEShares281.33K
TypeSH
Market value$7.5K
2.09%
Sole
0.00
Shared
0.00
None
281.33K
HOME DEPOT INC
SOLEShares17.07K
TypeSH
Market value$6.9K
1.93%
Sole
0.00
Shared
0.00
None
17.07K
VISA INC CLASS A
SOLEShares23.57K
TypeSH
Market value$6.5K
1.81%
Sole
0.00
Shared
0.00
None
23.57K
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares34.93K
TypeSH
Market value$6.1K
1.69%
Sole
0.00
Shared
0.00
None
34.93K
INVSC S P 500 EQUAL WEIGHT ETF
SOLEShares26.04K
TypeSH
Market value$4.7K
1.30%
Sole
0.00
Shared
0.00
None
26.04K
THE CIGNA GROUP
SOLEShares12.50K
TypeSH
Market value$4.3K
1.21%
Sole
0.00
Shared
0.00
None
12.50K
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares80.49K
TypeSH
Market value$3.8K
1.06%
Sole
0.00
Shared
0.00
None
80.49K
WALMART INC
SOLEShares45.52K
TypeSH
Market value$3.7K
1.02%
Sole
0.00
Shared
0.00
None
45.52K
CGI INC FCLASS A
SOLEShares30.05K
TypeSH
Market value$3.5K
0.96%
Sole
0.00
Shared
0.00
None
30.05K
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.23K
TypeSH
Market value$3.3K
0.93%
Sole
0.00
Shared
0.00
None
7.23K
MCDONALDS CORP
SOLEShares10.86K
TypeSH
Market value$3.3K
0.92%
Sole
0.00
Shared
0.00
None
10.86K
ELEVANCE HEALTH INC
SOLEShares6.34K
TypeSH
Market value$3.3K
0.92%
Sole
0.00
Shared
0.00
None
6.34K
SOUTHERN COPPER CORP
SOLEShares28.02K
TypeSH
Market value$3.2K
0.90%
Sole
0.00
Shared
0.00
None
28.02K
AMGEN INC
SOLEShares9.10K
TypeSH
Market value$2.9K
0.82%
Sole
0.00
Shared
0.00
None
9.10K
ACCENTURE PLC IRELAND FCLASS A
SOLEShares8.09K
TypeSH
Market value$2.9K
0.80%
Sole
0.00
Shared
0.00
None
8.09K
TJX COS INC NEW
SOLEShares23.36K
TypeSH
Market value$2.7K
0.77%
Sole
0.00
Shared
0.00
None
23.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 110.01K | SH | $25.6K 7.15% | 0.00 | 0.00 | 110.01K |
ISHARES MSCI USA MIN VOLFCTR ETFSOLE | UIE | 189.59K | SH | $17.3K 4.83% | 0.00 | 0.00 | 189.59K |
ALPHABET INC CLASS CSOLE | COM | 99.66K | SH | $16.7K 4.64% | 0.00 | 0.00 | 99.66K |
ISHS MSCI EMERG MRKT MINVOL FCT ETFSOLE | UIE | 250.88K | SH | $15.7K 4.39% | 0.00 | 0.00 | 250.88K |
ISHARES MSCI EAF MIN VOLFCT ETFSOLE | UIE | 196.34K | SH | $15.1K 4.20% | 0.00 | 0.00 | 196.34K |
MICROSOFT CORPSOLE | COM | 26.30K | SH | $11.3K 3.15% | 0.00 | 0.00 | 26.30K |
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | ADR | 86.19K | SH | $10.3K 2.86% | 0.00 | 0.00 | 86.19K |
ALPHABET INC CLASS ASOLE | COM | 61.78K | SH | $10.2K 2.86% | 0.00 | 0.00 | 61.78K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.30K | SH | $8.9K 2.49% | 0.00 | 0.00 | 15.30K |
ISHS TRUST-GLO.R ETFSOLE | UIE | 281.33K | SH | $7.5K 2.09% | 0.00 | 0.00 | 281.33K |
HOME DEPOT INCSOLE | COM | 17.07K | SH | $6.9K 1.93% | 0.00 | 0.00 | 17.07K |
VISA INC CLASS ASOLE | COM | 23.57K | SH | $6.5K 1.81% | 0.00 | 0.00 | 23.57K |
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | ADR | 34.93K | SH | $6.1K 1.69% | 0.00 | 0.00 | 34.93K |
INVSC S P 500 EQUAL WEIGHT ETFSOLE | UIE | 26.04K | SH | $4.7K 1.30% | 0.00 | 0.00 | 26.04K |
THE CIGNA GROUPSOLE | COM | 12.50K | SH | $4.3K 1.21% | 0.00 | 0.00 | 12.50K |
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | ADR | 80.49K | SH | $3.8K 1.06% | 0.00 | 0.00 | 80.49K |
WALMART INCSOLE | COM | 45.52K | SH | $3.7K 1.02% | 0.00 | 0.00 | 45.52K |
CGI INC FCLASS ASOLE | FGC | 30.05K | SH | $3.5K 0.96% | 0.00 | 0.00 | 30.05K |
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 7.23K | SH | $3.3K 0.93% | 0.00 | 0.00 | 7.23K |
MCDONALDS CORPSOLE | COM | 10.86K | SH | $3.3K 0.92% | 0.00 | 0.00 | 10.86K |
ELEVANCE HEALTH INCSOLE | COM | 6.34K | SH | $3.3K 0.92% | 0.00 | 0.00 | 6.34K |
SOUTHERN COPPER CORPSOLE | COM | 28.02K | SH | $3.2K 0.90% | 0.00 | 0.00 | 28.02K |
AMGEN INCSOLE | COM | 9.10K | SH | $2.9K 0.82% | 0.00 | 0.00 | 9.10K |
ACCENTURE PLC IRELAND FCLASS ASOLE | FGO | 8.09K | SH | $2.9K 0.80% | 0.00 | 0.00 | 8.09K |
TJX COS INC NEWSOLE | COM | 23.36K | SH | $2.7K 0.77% | 0.00 | 0.00 | 23.36K |
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