Lester Murray Antman dba SimplyRich
SEC Form 13F institutional filer · CIK 0001725888
13F-HR · 114 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
49.6%
Lester Murray Antman dba SimplyRich — $234K AUM allocation strategy
Lester Murray Antman dba SimplyRich files SEC Form 13F and reports $234K of long US equity value across 114 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 19.3%, followed by Information Technology 19.2% and Financials 6.7%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Lester Murray Antman dba SimplyRich — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$234K
total across 114 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +3.29K sh · +$188+$CMCSA +3.07K sh · +$30+$AMAT +561 sh · +$71
Biggest trims (shares)
−$IVV −12.1K sh · −$277−$PYPL −1.1K sh · −$291−$ADP −926 sh · −$513
Exited to nil (held last quarter, gone now)
$TSCO ($334 last qtr)$MCO ($204 last qtr)$AIG ($203 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services19.3%—
- Technology Hardware, Storage & Peripherals11.6%—
- Systems Software4.1%—
- Transaction & Payment Processing Services3.0%—
- Consumer Staples Merchandise Retail2.4%—
- Home Improvement Retail2.4%—
- Semiconductors2.3%—
- Electric Utilities2.2%—
- Other holdings52.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 95.3K | $27.3K | -479 | 11.7% |
| $AAPL | Apple Inc | 107K | $27.2K | -144 | 11.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 61.7K | $17.7K | +0 | 7.6% |
| $MSFT | Microsoft Corporation | 25.8K | $9.56K | -22 | 4.1% |
| $V | Visa Inc | 23.6K | $7.12K | -1 | 3.0% |
| $WMT | Walmart Inc | 45.7K | $5.68K | -64 | 2.4% |
| $HD | Home Depot Inc | 16.9K | $5.57K | -133 | 2.4% |
| $MU | Micron Technology Inc | 15.9K | $5.37K | +0 | 2.3% |
| $SO | Southern Company | 29.9K | $5.14K | +171 | 2.2% |
| $IVZ | Invesco Ltd | 26.1K | $5.01K | +0 | 2.1% |
…and 104 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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