Fund HoldingsClaret Asset Management Corp

Total Portfolio Value
$837.2K
Total Bought
$82.3K
Total Sold
$92.4K
Net Transaction
-$10.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INDIVIOR PHARMACEUTICALS INC(INDV)0707,267+707,2670222.58%+22
SPROUTS FMRS MKT INC(SFM)0221,140+221,1400172.04%+17
UBIQUITI INC(UI)024,591+24,5910192.32%+19
COEUR MNG INC(CDE)0272,745+272,745050.61%+5
CANADIAN NATL RY CO(CNI)120,355163,138+42,78312172.01%+5
JOHNSON & JOHNSON(JNJ)59,24058,479-76112141.71%+2
MERCK & CO INC(MRK)112,955114,010+1,05512141.64%+2
SHELL PLC(SHEL)80,60980,035-574670.89%+2
BRISTOL-MYERS SQUIBB CO(BMY)186,516189,930+3,41410121.38%+1
PFIZER INC(PFE)0288,881+288,881080.97%+8
COSTCO WHSL CORP NEW(COST)05,726+5,726060.68%+6
SUNOCOCORP LLC(SUNC)200,081171,712-28,36910111.26%+1
WALMART INC(WMT)56,63156,389-242670.84%+1
CAMECO CORP(CCJ)28,98828,899-89330.38%0
BCE INC(BCE)0236,314+236,314060.71%+6
BANK MONTREAL QUE088,514+88,5140121.43%+12
ARIS MNG CORP(ARIS)368,398343,749-24,649660.76%0
CANADIAN IMPERIAL BANK OF CO(CM)147,521145,166-2,35513141.64%0
AGNICO EAGLE MINES LTD(AEM)010,757+10,757020.26%+2
NVENT ELECTRIC PLC(NVT)027,492+27,492030.39%+3
ENBRIDGE INC(ENB)018,915+18,915010.12%+1
PEMBINA PIPELINE CORP(PBA)033,983+33,983020.18%+2
CF INDUSTRIES HOLD(CF)02,515+2,515000.04%0
TERADYNE INC(TER)2,5332,534+1010.09%0
DAVITA INC(DVA)01,616+1,616000.03%0
NATIONAL PRESTO INDS INC(NPK)08,200+8,200010.13%+1
CANADIAN NAT RES LTD MED TER(CNQ)04,953+4,953000.03%0
ZOETIS INC(ZTS)01,912+1,912000.03%0
F5 INC(FFIV)0774+774000.03%0
AT&T INC(T)07,447+7,447000.03%0
ISHARES TR115,800115,8000220.25%0
SUNCOR ENERGY INC NEW(SU)09,055+9,055010.07%+1
ENPHASE ENERGY INC(ENPH)05,598+5,598000.03%0
ALLEGRO MICROSYSTEMS INC(ALGM)06,695+6,695000.03%0
IRIDIUM COMMUNICATIONS INC(IRDM)07,618+7,618000.03%0
ALIGN TECHNOLOGY INC01,216+1,216000.02%0
REPUBLIC SVCS INC(RSG)0937+937000.02%0
CARLISLE COS INC(CSL)0612+612000.02%0
CANADIAN PACIFIC KANSAS CITY(CP)26,11027,021+911220.25%0
COMFORT SYS USA INC(FIX)4274270010.07%0
FIRST MAJESTIC SILVER CORP(AG)000110.17%0
MCKESSON CORP(MCK)4,3394,324-15440.45%0
FRANCO NEV CORP(FNV)02,100+2,100010.06%+1
MKS INC.(MKSI)2,2822,2820010.06%0
DARLING INGREDIENTS INC(DAR)6,0036,004+1000.04%0
IPG PHOTONICS CORP(IPGP)03,341+3,341000.05%0
COHERENT CORP(COHR)2,6232,6230010.07%0
MASTEC INC(MTZ)01,331+1,331000.05%0
VALERO ENERGY CORP(VLO)01,861+1,861000.05%0
WESTLAKE CORPORATION(WLK)03,007+3,007000.04%0
COCA COLA CO(KO)20,97220,805-167120.19%0
AMGEN INC(AMGN)4,9004,886-14220.21%0
INTUITIVE SURGICAL INC6,5948,348+1,754440.46%0
ONTO INNOVATION INC(ONTO)2,3142,3140000.06%0
KEYSIGHT TECHNOLOGIES INC(KEYS)01,392+1,392000.05%0
V2X INC(VVX)07,605+7,605010.06%+1
APPLIED MATLS INC1,2691,261-8000.05%0
CARDINAL HEALTH INC(CAH)20,63020,559-71440.52%0
VANGUARD WORLD FD
ENERGY ETF
2,0002,050+50000.04%0
OLIN CORP(OLN)010,277+10,277000.04%0
LITTELFUSE INC(LFUS)01,013+1,013000.04%0
LATTICE SEMICONDUCTOR CORP(LSCC)04,560+4,560000.05%0
SUN LIFE FINANCIAL INC.(SLF)010,175+10,175010.08%+1
CATERPILLAR INC(CAT)661655-6000.06%0
UNITED THERAPEUTICS CORP DEL(UTHR)8068060000.06%0
MACOM TECH SOLUTIONS HLDGS I(MTSI)1,6111,612+1000.04%0
TFI INTL INC(TFII)12,32912,461+132110.16%0
CASEYS GEN STORES INC(CASY)0451+451000.04%0
COCA COLA CONS INC(COKE)2,0532,0530000.05%0
AKAMAI TECHNOLOGIES INC(AKAM)02,875+2,875000.04%0
QUANTA SVCS INC0601+601000.04%0
REGAL REXNORD CORPORATION(RRX)01,562+1,562000.03%0
FIVE BELOW INC(FIVE)1,7521,7520000.05%0
ZOOM COMMUNICATIONS INC(ZM)010,386+10,386010.10%+1
AMETEK INC01,830+1,830000.05%0
ROSS STORES INC(ROST)1,7891,790+1000.05%0
FEDEX CORP(FDX)1,0101,000-10000.04%0
KLA CORP(KLAC)0265+265000.05%0
LOCKHEED MARTIN CORP(LMT)910833-77010.06%0
BORGWARNER INC06,810+6,810000.04%0
CURTISS WRIGHT CORP(CW)0469+469000.04%0
AMKOR TECHNOLOGY INC10,82010,822+2000.06%0
NEW YORK TIMES CO(NYT)4,1144,115+1000.04%0
CIRRUS LOGIC INC(CRUS)02,160+2,160000.04%0
EMCOR GROUP INC(EME)0432+432000.04%0
OLD DOMINION FREIGHT LINE IN(ODFL)1,3981,3980000.03%0
CLEAN HARBORS INC(CLH)0991+991000.03%0
WOODWARD INC(WWD)0931+931000.04%0
MURPHY USA INC(MUSA)0561+561000.03%0
TIMKEN CO(TKR)03,126+3,126000.04%0
TC ENERGY CORP(TRP)07,136+7,136000.05%0
US FOODS HLDG CORP(USFD)02,961+2,961000.03%0
WABTEC(WAB)01,309+1,309000.04%0
OSHKOSH CORP(OSK)02,028+2,028000.04%0
ALLISON TRANSMISSION HLDGS I(ALSN)02,418+2,418000.03%0
KIRBY CORP(KEX)1,9891,990+1000.03%0
TELEDYNE TECHNOLOGIES INC(TDY)0453+453000.03%0
BOSTON BEER INC(SAM)01,241+1,241000.03%0
HUNTINGTON INGALLS INDS INC(HII)1,0741,0740000.05%0
ENVISTA HOLDINGS CORPORATION(NVST)011,635+11,635000.04%0
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