Filed: 1/26/2024ACC: 0001838234-24-000003
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 173 equity positions with a total reported market value of $290.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
173
Positions
$290.8K
Total AUM (reported)
3.80M
Total Shares
Allocation by class
COM$124.4K42.8%
MSCI USA MIN VOL$14.8K5.1%
CAP STK CL C$14.1K4.8%
MSCI EMERG MRKT$13.6K4.7%
MSCI EAFE MIN VL$13.0K4.5%
SPONSORED ADR$11.2K3.9%
ADR$9.4K3.2%
Portfolio Concentration
Top 3$50.2K17.2%
4–10$69.9K24.0%
11–25$51.3K17.7%
Rest$119.4K41.1%
Top 3 weight
17.2%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 3.80M
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
3.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole173
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings173
Rows:
APPLE INC
SOLEShares110.57K
TypeSH
Market value$21.3K
7.32%
Sole
0.00
Shared
0.00
None
110.57K
ISHARES TR
SOLEShares189.58K
TypeSH
Market value$14.8K
5.09%
Sole
0.00
Shared
0.00
None
189.58K
ALPHABET INC
SOLEShares99.83K
TypeSH
Market value$14.1K
4.84%
Sole
0.00
Shared
0.00
None
99.83K
ISHARES INC
SOLEShares243.88K
TypeSH
Market value$13.6K
4.66%
Sole
0.00
Shared
0.00
None
243.88K
ISHARES TR
SOLEShares188.02K
TypeSH
Market value$13.0K
4.48%
Sole
0.00
Shared
0.00
None
188.02K
MICROSOFT CORP
SOLEShares26.41K
TypeSH
Market value$9.9K
3.41%
Sole
0.00
Shared
0.00
None
26.41K
NOVO-NORDISK A S
SOLEShares86.53K
TypeSH
Market value$9.0K
3.08%
Sole
0.00
Shared
0.00
None
86.53K
ALPHABET INC
SOLEShares61.78K
TypeSH
Market value$8.6K
2.97%
Sole
0.00
Shared
0.00
None
61.78K
UNITEDHEALTH GROUP INC
SOLEShares15.19K
TypeSH
Market value$8.0K
2.75%
Sole
0.00
Shared
0.00
None
15.19K
ISHARES TR
SOLEShares323.49K
TypeSH
Market value$7.8K
2.69%
Sole
0.00
Shared
0.00
None
323.49K
VISA INC
SOLEShares23.64K
TypeSH
Market value$6.2K
2.12%
Sole
0.00
Shared
0.00
None
23.64K
HOME DEPOT INC
SOLEShares16.84K
TypeSH
Market value$5.8K
2.01%
Sole
0.00
Shared
0.00
None
16.84K
INVESCO EXCHANGE TRADED FD T
SOLEShares26.01K
TypeSH
Market value$4.1K
1.41%
Sole
0.00
Shared
0.00
None
26.01K
THE CIGNA GROUP
SOLEShares12.54K
TypeSH
Market value$3.8K
1.29%
Sole
0.00
Shared
0.00
None
12.54K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.26K
TypeSH
Market value$3.7K
1.26%
Sole
0.00
Shared
0.00
None
35.26K
CGI INC
SOLEShares29.49K
TypeSH
Market value$3.2K
1.09%
Sole
0.00
Shared
0.00
None
29.49K
MCDONALDS CORP
SOLEShares10.30K
TypeSH
Market value$3.1K
1.05%
Sole
0.00
Shared
0.00
None
10.30K
RELX PLC
SOLEShares75.68K
TypeSH
Market value$3.0K
1.03%
Sole
0.00
Shared
0.00
None
75.68K
ELEVANCE HEALTH INC
SOLEShares6.04K
TypeSH
Market value$2.8K
0.98%
Sole
0.00
Shared
0.00
None
6.04K
ACCENTURE PLC IRELAND
SOLEShares8.09K
TypeSH
Market value$2.8K
0.98%
Sole
0.00
Shared
0.00
None
8.09K
NIKE INC
SOLEShares25.72K
TypeSH
Market value$2.8K
0.96%
Sole
0.00
Shared
0.00
None
25.72K
AMGEN INC
SOLEShares9.17K
TypeSH
Market value$2.6K
0.91%
Sole
0.00
Shared
0.00
None
9.17K
VIPSHOP HOLDINGS LIMITED
SOLEShares143.98K
TypeSH
Market value$2.6K
0.88%
Sole
0.00
Shared
0.00
None
143.98K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.13K
TypeSH
Market value$2.5K
0.87%
Sole
0.00
Shared
0.00
None
7.13K
SOUTHERN COPPER CORP
SOLEShares27.64K
TypeSH
Market value$2.4K
0.82%
Sole
0.00
Shared
0.00
None
27.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 110.57K | SH | $21.3K 7.32% | 0.00 | 0.00 | 110.57K |
ISHARES TRSOLE | MSCI USA MIN VOL | 189.58K | SH | $14.8K 5.09% | 0.00 | 0.00 | 189.58K |
ALPHABET INCSOLE | CAP STK CL C | 99.83K | SH | $14.1K 4.84% | 0.00 | 0.00 | 99.83K |
ISHARES INCSOLE | MSCI EMERG MRKT | 243.88K | SH | $13.6K 4.66% | 0.00 | 0.00 | 243.88K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 188.02K | SH | $13.0K 4.48% | 0.00 | 0.00 | 188.02K |
MICROSOFT CORPSOLE | COM | 26.41K | SH | $9.9K 3.41% | 0.00 | 0.00 | 26.41K |
NOVO-NORDISK A SSOLE | ADR | 86.53K | SH | $9.0K 3.08% | 0.00 | 0.00 | 86.53K |
ALPHABET INCSOLE | CAP STK CL A | 61.78K | SH | $8.6K 2.97% | 0.00 | 0.00 | 61.78K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.19K | SH | $8.0K 2.75% | 0.00 | 0.00 | 15.19K |
ISHARES TRSOLE | GLOBAL REIT ETF | 323.49K | SH | $7.8K 2.69% | 0.00 | 0.00 | 323.49K |
VISA INCSOLE | COM CL A | 23.64K | SH | $6.2K 2.12% | 0.00 | 0.00 | 23.64K |
HOME DEPOT INCSOLE | COM | 16.84K | SH | $5.8K 2.01% | 0.00 | 0.00 | 16.84K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 26.01K | SH | $4.1K 1.41% | 0.00 | 0.00 | 26.01K |
THE CIGNA GROUPSOLE | COM | 12.54K | SH | $3.8K 1.29% | 0.00 | 0.00 | 12.54K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.26K | SH | $3.7K 1.26% | 0.00 | 0.00 | 35.26K |
CGI INCSOLE | CL A SUB VTG | 29.49K | SH | $3.2K 1.09% | 0.00 | 0.00 | 29.49K |
MCDONALDS CORPSOLE | COM | 10.30K | SH | $3.1K 1.05% | 0.00 | 0.00 | 10.30K |
RELX PLCSOLE | SPONSORED ADR | 75.68K | SH | $3.0K 1.03% | 0.00 | 0.00 | 75.68K |
ELEVANCE HEALTH INCSOLE | COM | 6.04K | SH | $2.8K 0.98% | 0.00 | 0.00 | 6.04K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 8.09K | SH | $2.8K 0.98% | 0.00 | 0.00 | 8.09K |
NIKE INCSOLE | CL B | 25.72K | SH | $2.8K 0.96% | 0.00 | 0.00 | 25.72K |
AMGEN INCSOLE | COM | 9.17K | SH | $2.6K 0.91% | 0.00 | 0.00 | 9.17K |
VIPSHOP HOLDINGS LIMITEDSOLE | SPONSORED ADS A | 143.98K | SH | $2.6K 0.88% | 0.00 | 0.00 | 143.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.13K | SH | $2.5K 0.87% | 0.00 | 0.00 | 7.13K |
SOUTHERN COPPER CORPSOLE | COM | 27.64K | SH | $2.4K 0.82% | 0.00 | 0.00 | 27.64K |
Page 1 of 7
…