Filed: 7/26/2024ACC: 0001906967-24-000007
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $316.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$316.0K
Total AUM (reported)
3.72M
Total Shares
Allocation by class
COM$135.3K42.8%
CAP STK CL C$18.3K5.8%
MSCI USA MIN VOL$15.9K5.0%
MSCI EMERG MRKT$14.2K4.5%
MSCI EAFE MIN VL$13.5K4.3%
ADR$12.8K4.1%
CAP STK CL A$11.3K3.6%
Portfolio Concentration
Top 3$57.4K18.2%
4–10$77.8K24.6%
11–25$56.1K17.8%
Rest$124.6K39.4%
Top 3 weight
18.2%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 3.72M
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
3.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole178
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings178
Rows:
APPLE INC
SOLEShares110.25K
TypeSH
Market value$23.2K
7.35%
Sole
0.00
Shared
0.00
None
110.25K
ALPHABET INC
SOLEShares99.71K
TypeSH
Market value$18.3K
5.79%
Sole
0.00
Shared
0.00
None
99.71K
ISHARES TR
SOLEShares188.90K
TypeSH
Market value$15.9K
5.02%
Sole
0.00
Shared
0.00
None
188.90K
ISHARES INC
SOLEShares248.99K
TypeSH
Market value$14.2K
4.51%
Sole
0.00
Shared
0.00
None
248.99K
ISHARES TR
SOLEShares194.97K
TypeSH
Market value$13.5K
4.28%
Sole
0.00
Shared
0.00
None
194.97K
NOVO-NORDISK A S
SOLEShares86.52K
TypeSH
Market value$12.3K
3.91%
Sole
0.00
Shared
0.00
None
86.52K
MICROSOFT CORP
SOLEShares26.30K
TypeSH
Market value$11.8K
3.72%
Sole
0.00
Shared
0.00
None
26.30K
ALPHABET INC
SOLEShares61.78K
TypeSH
Market value$11.3K
3.56%
Sole
0.00
Shared
0.00
None
61.78K
UNITEDHEALTH GROUP INC
SOLEShares15.20K
TypeSH
Market value$7.7K
2.45%
Sole
0.00
Shared
0.00
None
15.20K
ISHARES TR
SOLEShares300.22K
TypeSH
Market value$7.0K
2.21%
Sole
0.00
Shared
0.00
None
300.22K
VISA INC
SOLEShares23.57K
TypeSH
Market value$6.2K
1.96%
Sole
0.00
Shared
0.00
None
23.57K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.26K
TypeSH
Market value$6.1K
1.94%
Sole
0.00
Shared
0.00
None
35.26K
HOME DEPOT INC
SOLEShares16.85K
TypeSH
Market value$5.8K
1.84%
Sole
0.00
Shared
0.00
None
16.85K
INVESCO EXCHANGE TRADED FD T
SOLEShares26.01K
TypeSH
Market value$4.3K
1.35%
Sole
0.00
Shared
0.00
None
26.01K
THE CIGNA GROUP
SOLEShares12.50K
TypeSH
Market value$4.1K
1.31%
Sole
0.00
Shared
0.00
None
12.50K
RELX PLC
SOLEShares76.61K
TypeSH
Market value$3.5K
1.11%
Sole
0.00
Shared
0.00
None
76.61K
ELEVANCE HEALTH INC
SOLEShares6.11K
TypeSH
Market value$3.3K
1.05%
Sole
0.00
Shared
0.00
None
6.11K
SOUTHERN COPPER CORP
SOLEShares27.92K
TypeSH
Market value$3.0K
0.95%
Sole
0.00
Shared
0.00
None
27.92K
WALMART INC
SOLEShares44.23K
TypeSH
Market value$3.0K
0.95%
Sole
0.00
Shared
0.00
None
44.23K
MCKESSON CORP
SOLEShares5.03K
TypeSH
Market value$2.9K
0.93%
Sole
0.00
Shared
0.00
None
5.03K
CGI INC
SOLEShares29.37K
TypeSH
Market value$2.9K
0.93%
Sole
0.00
Shared
0.00
None
29.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.09K
TypeSH
Market value$2.9K
0.91%
Sole
0.00
Shared
0.00
None
7.09K
AMGEN INC
SOLEShares9.10K
TypeSH
Market value$2.8K
0.90%
Sole
0.00
Shared
0.00
None
9.10K
MCDONALDS CORP
SOLEShares10.21K
TypeSH
Market value$2.6K
0.82%
Sole
0.00
Shared
0.00
None
10.21K
TJX COS INC NEW
SOLEShares23.36K
TypeSH
Market value$2.6K
0.81%
Sole
0.00
Shared
0.00
None
23.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 110.25K | SH | $23.2K 7.35% | 0.00 | 0.00 | 110.25K |
ALPHABET INCSOLE | CAP STK CL C | 99.71K | SH | $18.3K 5.79% | 0.00 | 0.00 | 99.71K |
ISHARES TRSOLE | MSCI USA MIN VOL | 188.90K | SH | $15.9K 5.02% | 0.00 | 0.00 | 188.90K |
ISHARES INCSOLE | MSCI EMERG MRKT | 248.99K | SH | $14.2K 4.51% | 0.00 | 0.00 | 248.99K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 194.97K | SH | $13.5K 4.28% | 0.00 | 0.00 | 194.97K |
NOVO-NORDISK A SSOLE | ADR | 86.52K | SH | $12.3K 3.91% | 0.00 | 0.00 | 86.52K |
MICROSOFT CORPSOLE | COM | 26.30K | SH | $11.8K 3.72% | 0.00 | 0.00 | 26.30K |
ALPHABET INCSOLE | CAP STK CL A | 61.78K | SH | $11.3K 3.56% | 0.00 | 0.00 | 61.78K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.20K | SH | $7.7K 2.45% | 0.00 | 0.00 | 15.20K |
ISHARES TRSOLE | GLOBAL REIT ETF | 300.22K | SH | $7.0K 2.21% | 0.00 | 0.00 | 300.22K |
VISA INCSOLE | COM CL A | 23.57K | SH | $6.2K 1.96% | 0.00 | 0.00 | 23.57K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.26K | SH | $6.1K 1.94% | 0.00 | 0.00 | 35.26K |
HOME DEPOT INCSOLE | COM | 16.85K | SH | $5.8K 1.84% | 0.00 | 0.00 | 16.85K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 26.01K | SH | $4.3K 1.35% | 0.00 | 0.00 | 26.01K |
THE CIGNA GROUPSOLE | COM | 12.50K | SH | $4.1K 1.31% | 0.00 | 0.00 | 12.50K |
RELX PLCSOLE | SPONSORED ADR | 76.61K | SH | $3.5K 1.11% | 0.00 | 0.00 | 76.61K |
ELEVANCE HEALTH INCSOLE | COM | 6.11K | SH | $3.3K 1.05% | 0.00 | 0.00 | 6.11K |
SOUTHERN COPPER CORPSOLE | COM | 27.92K | SH | $3.0K 0.95% | 0.00 | 0.00 | 27.92K |
WALMART INCSOLE | COM | 44.23K | SH | $3.0K 0.95% | 0.00 | 0.00 | 44.23K |
MCKESSON CORPSOLE | COM | 5.03K | SH | $2.9K 0.93% | 0.00 | 0.00 | 5.03K |
CGI INCSOLE | CL A SUB VTG | 29.37K | SH | $2.9K 0.93% | 0.00 | 0.00 | 29.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.09K | SH | $2.9K 0.91% | 0.00 | 0.00 | 7.09K |
AMGEN INCSOLE | COM | 9.10K | SH | $2.8K 0.90% | 0.00 | 0.00 | 9.10K |
MCDONALDS CORPSOLE | COM | 10.21K | SH | $2.6K 0.82% | 0.00 | 0.00 | 10.21K |
TJX COS INC NEWSOLE | COM | 23.36K | SH | $2.6K 0.81% | 0.00 | 0.00 | 23.36K |
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