Filed: 1/29/2025ACC: 0001907157-25-000002
📋 What this filing means
LESTER MURRAY ANTMAN DBA SIMPLYRICH filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $350.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
216
Positions
$350.4K
Total AUM (reported)
5.64M
Total Shares
Allocation by class
COM$192.9K55.1%
UIE$64.7K18.5%
ADR$57.7K16.5%
FGO$17.9K5.1%
FGC$12.8K3.6%
MFC$2.4K0.7%
MMN$775.000.2%
Portfolio Concentration
Top 3$62.8K17.9%
4–10$74.6K21.3%
11–25$59.3K16.9%
Rest$153.7K43.9%
Top 3 weight
17.9%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 5.64M
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
5.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole216
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings216
Rows:
APPLE INC
SOLEShares108.65K
TypeSH
Market value$27.2K
7.77%
Sole
0.00
Shared
0.00
None
108.65K
ALPHABET INC CLASS C
SOLEShares99.22K
TypeSH
Market value$18.9K
5.39%
Sole
0.00
Shared
0.00
None
99.22K
ISHARES MSCI USA MIN VOLFCTR ETF
SOLEShares188.26K
TypeSH
Market value$16.7K
4.77%
Sole
0.00
Shared
0.00
None
188.26K
ISHS MSCI EMERG MRKT MINVOL FCT ETF
SOLEShares260.12K
TypeSH
Market value$15.1K
4.31%
Sole
0.00
Shared
0.00
None
260.12K
ISHARES MSCI EAF MIN VOLFCT ETF
SOLEShares201.95K
TypeSH
Market value$14.3K
4.08%
Sole
0.00
Shared
0.00
None
201.95K
ALPHABET INC CLASS A
SOLEShares61.75K
TypeSH
Market value$11.7K
3.34%
Sole
0.00
Shared
0.00
None
61.75K
MICROSOFT CORP
SOLEShares26.27K
TypeSH
Market value$11.1K
3.16%
Sole
0.00
Shared
0.00
None
26.27K
UNITEDHEALTH GROUP INC
SOLEShares15.17K
TypeSH
Market value$7.7K
2.19%
Sole
0.00
Shared
0.00
None
15.17K
VISA INC CLASS A
SOLEShares23.55K
TypeSH
Market value$7.4K
2.12%
Sole
0.00
Shared
0.00
None
23.55K
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares86.08K
TypeSH
Market value$7.4K
2.11%
Sole
0.00
Shared
0.00
None
86.08K
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
SOLEShares34.90K
TypeSH
Market value$6.9K
1.97%
Sole
0.00
Shared
0.00
None
34.90K
HOME DEPOT INC
SOLEShares17.10K
TypeSH
Market value$6.7K
1.90%
Sole
0.00
Shared
0.00
None
17.10K
ISHS TRUST-GLO.R ETF
SOLEShares258.39K
TypeSH
Market value$6.2K
1.77%
Sole
0.00
Shared
0.00
None
258.39K
INVSC S P 500 EQUAL WEIGHT ETF IV
SOLEShares26.04K
TypeSH
Market value$4.6K
1.30%
Sole
0.00
Shared
0.00
None
26.04K
WALMART INC
SOLEShares45.79K
TypeSH
Market value$4.1K
1.18%
Sole
0.00
Shared
0.00
None
45.79K
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
SOLEShares81.01K
TypeSH
Market value$3.7K
1.05%
Sole
0.00
Shared
0.00
None
81.01K
THE CIGNA GROUP
SOLEShares12.50K
TypeSH
Market value$3.5K
0.99%
Sole
0.00
Shared
0.00
None
12.50K
CGI INC FCLASS A
SOLEShares30.40K
TypeSH
Market value$3.3K
0.95%
Sole
0.00
Shared
0.00
None
30.40K
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.28K
TypeSH
Market value$3.3K
0.94%
Sole
0.00
Shared
0.00
None
7.28K
MCDONALDS CORP
SOLEShares10.90K
TypeSH
Market value$3.2K
0.90%
Sole
0.00
Shared
0.00
None
10.90K
MCKESSON CORP
SOLEShares5.19K
TypeSH
Market value$3.0K
0.84%
Sole
0.00
Shared
0.00
None
5.19K
ACCENTURE PLC IRELAND FCLASS A
SOLEShares8.09K
TypeSH
Market value$2.8K
0.81%
Sole
0.00
Shared
0.00
None
8.09K
TJX COS INC NEW
SOLEShares23.36K
TypeSH
Market value$2.8K
0.81%
Sole
0.00
Shared
0.00
None
23.36K
MASTERCARD INC CLASS A
SOLEShares5.16K
TypeSH
Market value$2.7K
0.78%
Sole
0.00
Shared
0.00
None
5.16K
SOUTHERN COPPER CORP
SOLEShares28.18K
TypeSH
Market value$2.6K
0.73%
Sole
0.00
Shared
0.00
None
28.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 108.65K | SH | $27.2K 7.77% | 0.00 | 0.00 | 108.65K |
ALPHABET INC CLASS CSOLE | COM | 99.22K | SH | $18.9K 5.39% | 0.00 | 0.00 | 99.22K |
ISHARES MSCI USA MIN VOLFCTR ETFSOLE | UIE | 188.26K | SH | $16.7K 4.77% | 0.00 | 0.00 | 188.26K |
ISHS MSCI EMERG MRKT MINVOL FCT ETFSOLE | UIE | 260.12K | SH | $15.1K 4.31% | 0.00 | 0.00 | 260.12K |
ISHARES MSCI EAF MIN VOLFCT ETFSOLE | UIE | 201.95K | SH | $14.3K 4.08% | 0.00 | 0.00 | 201.95K |
ALPHABET INC CLASS ASOLE | COM | 61.75K | SH | $11.7K 3.34% | 0.00 | 0.00 | 61.75K |
MICROSOFT CORPSOLE | COM | 26.27K | SH | $11.1K 3.16% | 0.00 | 0.00 | 26.27K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.17K | SH | $7.7K 2.19% | 0.00 | 0.00 | 15.17K |
VISA INC CLASS ASOLE | COM | 23.55K | SH | $7.4K 2.12% | 0.00 | 0.00 | 23.55K |
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | ADR | 86.08K | SH | $7.4K 2.11% | 0.00 | 0.00 | 86.08K |
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSSOLE | ADR | 34.90K | SH | $6.9K 1.97% | 0.00 | 0.00 | 34.90K |
HOME DEPOT INCSOLE | COM | 17.10K | SH | $6.7K 1.90% | 0.00 | 0.00 | 17.10K |
ISHS TRUST-GLO.R ETFSOLE | UIE | 258.39K | SH | $6.2K 1.77% | 0.00 | 0.00 | 258.39K |
INVSC S P 500 EQUAL WEIGHT ETF IVSOLE | UIE | 26.04K | SH | $4.6K 1.30% | 0.00 | 0.00 | 26.04K |
WALMART INCSOLE | COM | 45.79K | SH | $4.1K 1.18% | 0.00 | 0.00 | 45.79K |
RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSSOLE | ADR | 81.01K | SH | $3.7K 1.05% | 0.00 | 0.00 | 81.01K |
THE CIGNA GROUPSOLE | COM | 12.50K | SH | $3.5K 0.99% | 0.00 | 0.00 | 12.50K |
CGI INC FCLASS ASOLE | FGC | 30.40K | SH | $3.3K 0.95% | 0.00 | 0.00 | 30.40K |
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 7.28K | SH | $3.3K 0.94% | 0.00 | 0.00 | 7.28K |
MCDONALDS CORPSOLE | COM | 10.90K | SH | $3.2K 0.90% | 0.00 | 0.00 | 10.90K |
MCKESSON CORPSOLE | COM | 5.19K | SH | $3.0K 0.84% | 0.00 | 0.00 | 5.19K |
ACCENTURE PLC IRELAND FCLASS ASOLE | FGO | 8.09K | SH | $2.8K 0.81% | 0.00 | 0.00 | 8.09K |
TJX COS INC NEWSOLE | COM | 23.36K | SH | $2.8K 0.81% | 0.00 | 0.00 | 23.36K |
MASTERCARD INC CLASS ASOLE | COM | 5.16K | SH | $2.7K 0.78% | 0.00 | 0.00 | 5.16K |
SOUTHERN COPPER CORPSOLE | COM | 28.18K | SH | $2.6K 0.73% | 0.00 | 0.00 | 28.18K |
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