Filed: 5/9/2025ACC: 0001842974-25-000009
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 214 equity positions with a total reported market value of $345.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
214
Positions
$345.6K
Total AUM (reported)
5.26M
Total Shares
Allocation by class
COM$185.6K53.7%
UIE$67.6K19.6%
ADR$58.1K16.8%
FGO$17.1K4.9%
FGC$12.9K3.7%
MFC$2.4K0.7%
MFB$589.000.2%
Portfolio Concentration
Top 3$59.8K17.3%
4–10$72.4K20.9%
11–25$57.8K16.7%
Rest$155.6K45.0%
Top 3 weight
17.3%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 5.26M
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
5.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole214
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings214
Rows:
APPLE INC
SOLEShares108.55K
TypeSH
Market value$24.1K
6.98%
Sole
0.00
Shared
0.00
None
108.55K
ISHARES MSCI USA MIN VOLFCTR ETF
SOLEShares211.91K
TypeSH
Market value$19.8K
5.74%
Sole
0.00
Shared
0.00
None
211.91K
ISHARES MSCI EAF MIN VOLFCT ETF
SOLEShares203.49K
TypeSH
Market value$15.9K
4.59%
Sole
0.00
Shared
0.00
None
203.49K
ALPHABET INC CLASS C
SOLEShares99.18K
TypeSH
Market value$15.5K
4.48%
Sole
0.00
Shared
0.00
None
99.18K
ISHS MSCI EMERG MRKT MINVOL FCT ETF
SOLEShares257.47K
TypeSH
Market value$15.0K
4.35%
Sole
0.00
Shared
0.00
None
257.47K
MICROSOFT CORP
SOLEShares26.26K
TypeSH
Market value$9.9K
2.85%
Sole
0.00
Shared
0.00
None
26.26K
ALPHABET INC CLASS A
SOLEShares61.75K
TypeSH
Market value$9.5K
2.76%
Sole
0.00
Shared
0.00
None
61.75K
VISA INC CLASS A
SOLEShares23.55K
TypeSH
Market value$8.3K
2.39%
Sole
0.00
Shared
0.00
None
23.55K
UNITEDHEALTH GROUP INC
SOLEShares15.17K
TypeSH
Market value$7.9K
2.30%
Sole
0.00
Shared
0.00
None
15.17K
HOME DEPOT INC
SOLEShares17.07K
TypeSH
Market value$6.3K
1.81%
Sole
0.00
Shared
0.00
None
17.07K
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares86.61K
TypeSH
Market value$6.0K
1.74%
Sole
0.00
Shared
0.00
None
86.61K
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares34.90K
TypeSH
Market value$5.8K
1.68%
Sole
0.00
Shared
0.00
None
34.90K
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares26.08K
TypeSH
Market value$4.5K
1.31%
Sole
0.00
Shared
0.00
None
26.08K
ISHS TRUST-GLO.R ETF
SOLEShares176.52K
TypeSH
Market value$4.3K
1.24%
Sole
0.00
Shared
0.00
None
176.52K
THE CIGNA GROUP
SOLEShares12.50K
TypeSH
Market value$4.1K
1.19%
Sole
0.00
Shared
0.00
None
12.50K
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares81K
TypeSH
Market value$4.1K
1.18%
Sole
0.00
Shared
0.00
None
81K
WALMART INC
SOLEShares45.79K
TypeSH
Market value$4.0K
1.16%
Sole
0.00
Shared
0.00
None
45.79K
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.28K
TypeSH
Market value$3.9K
1.12%
Sole
0.00
Shared
0.00
None
7.28K
MCKESSON CORP
SOLEShares5.19K
TypeSH
Market value$3.5K
1.01%
Sole
0.00
Shared
0.00
None
5.19K
MCDONALDS CORP
SOLEShares10.86K
TypeSH
Market value$3.4K
0.98%
Sole
0.00
Shared
0.00
None
10.86K
CGI INC FCLASS A
SOLEShares29.54K
TypeSH
Market value$2.9K
0.85%
Sole
0.00
Shared
0.00
None
29.54K
TJX COS INC NEW
SOLEShares23.36K
TypeSH
Market value$2.8K
0.82%
Sole
0.00
Shared
0.00
None
23.36K
AMGEN INC
SOLEShares9.10K
TypeSH
Market value$2.8K
0.82%
Sole
0.00
Shared
0.00
None
9.10K
MASTERCARD INC CLASS A
SOLEShares5.16K
TypeSH
Market value$2.8K
0.82%
Sole
0.00
Shared
0.00
None
5.16K
ELEVANCE HEALTH INC
SOLEShares6.34K
TypeSH
Market value$2.8K
0.80%
Sole
0.00
Shared
0.00
None
6.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 108.55K | SH | $24.1K 6.98% | 0.00 | 0.00 | 108.55K |
ISHARES MSCI USA MIN VOLFCTR ETFSOLE | UIE | 211.91K | SH | $19.8K 5.74% | 0.00 | 0.00 | 211.91K |
ISHARES MSCI EAF MIN VOLFCT ETFSOLE | UIE | 203.49K | SH | $15.9K 4.59% | 0.00 | 0.00 | 203.49K |
ALPHABET INC CLASS CSOLE | COM | 99.18K | SH | $15.5K 4.48% | 0.00 | 0.00 | 99.18K |
ISHS MSCI EMERG MRKT MINVOL FCT ETFSOLE | UIE | 257.47K | SH | $15.0K 4.35% | 0.00 | 0.00 | 257.47K |
MICROSOFT CORPSOLE | COM | 26.26K | SH | $9.9K 2.85% | 0.00 | 0.00 | 26.26K |
ALPHABET INC CLASS ASOLE | COM | 61.75K | SH | $9.5K 2.76% | 0.00 | 0.00 | 61.75K |
VISA INC CLASS ASOLE | COM | 23.55K | SH | $8.3K 2.39% | 0.00 | 0.00 | 23.55K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.17K | SH | $7.9K 2.30% | 0.00 | 0.00 | 15.17K |
HOME DEPOT INCSOLE | COM | 17.07K | SH | $6.3K 1.81% | 0.00 | 0.00 | 17.07K |
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | ADR | 86.61K | SH | $6.0K 1.74% | 0.00 | 0.00 | 86.61K |
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | ADR | 34.90K | SH | $5.8K 1.68% | 0.00 | 0.00 | 34.90K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | UIE | 26.08K | SH | $4.5K 1.31% | 0.00 | 0.00 | 26.08K |
ISHS TRUST-GLO.R ETFSOLE | UIE | 176.52K | SH | $4.3K 1.24% | 0.00 | 0.00 | 176.52K |
THE CIGNA GROUPSOLE | COM | 12.50K | SH | $4.1K 1.19% | 0.00 | 0.00 | 12.50K |
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | ADR | 81K | SH | $4.1K 1.18% | 0.00 | 0.00 | 81K |
WALMART INCSOLE | COM | 45.79K | SH | $4.0K 1.16% | 0.00 | 0.00 | 45.79K |
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 7.28K | SH | $3.9K 1.12% | 0.00 | 0.00 | 7.28K |
MCKESSON CORPSOLE | COM | 5.19K | SH | $3.5K 1.01% | 0.00 | 0.00 | 5.19K |
MCDONALDS CORPSOLE | COM | 10.86K | SH | $3.4K 0.98% | 0.00 | 0.00 | 10.86K |
CGI INC FCLASS ASOLE | FGC | 29.54K | SH | $2.9K 0.85% | 0.00 | 0.00 | 29.54K |
TJX COS INC NEWSOLE | COM | 23.36K | SH | $2.8K 0.82% | 0.00 | 0.00 | 23.36K |
AMGEN INCSOLE | COM | 9.10K | SH | $2.8K 0.82% | 0.00 | 0.00 | 9.10K |
MASTERCARD INC CLASS ASOLE | COM | 5.16K | SH | $2.8K 0.82% | 0.00 | 0.00 | 5.16K |
ELEVANCE HEALTH INCSOLE | COM | 6.34K | SH | $2.8K 0.80% | 0.00 | 0.00 | 6.34K |
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