Fund HoldingsClaret Asset Management Corp

Total Portfolio Value
$693.1K
Total Bought
$129.1K
Total Sold
$70.6K
Net Transaction
+$58.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL095,662+95,6620517.35%+51
APPLE INC(AAPL)0119,254+119,2540263.82%+26
BANK MONTREAL QUE087,422+87,422081.20%+8
CVS HEALTH CORP(CVS)0298,008+298,0080202.91%+20
BANK NOVA SCOTIA HALIFAX0110,777+110,777050.76%+5
BOEING CO(BA)000050.74%+5
ABBVIE INC(ABBV)0123,515+123,5150263.73%+26
BLACKBERRY LTD(BB)000020.27%+2
AMGEN INC(AMGN)05,409+5,409020.24%+2
OLLIES BARGAIN OUTLET HLDGS(OLLI)248,467245,075-3,39227294.11%+1
AGNICO EAGLE MINES LTD(AEM)010,759+10,759010.17%+1
JOHNSON & JOHNSON(JNJ)061,490+61,4900101.47%+10
TORONTO DOMINION BK ONT(TD)124,751127,780+3,029781.10%+1
SHELL PLC(SHEL)088,782+88,782070.94%+7
TELUS CORPORATION(TU)237,817281,024+43,207340.58%+1
BLOCK H & R INC000010.12%+1
U HAUL HOLDING COMPANY013,145+13,145010.11%+1
BRISTOL-MYERS SQUIBB CO(BMY)174,623172,985-1,63810111.52%+1
NEW GOLD INC CDA0550,000+550,000020.29%+2
AMAZON COM INC(AMZN)03,185+3,185010.09%+1
ADECOAGRO S A
COM
0292,092+292,092030.47%+3
OAKTREE SPECIALTY LENDING CO(OCSL)0000233.37%+23
BEST BUY INC(BBY)06,628+6,628000.07%0
BRUKER CORP(BRKR)010,721+10,721000.06%0
VISA INC(V)3,8224,670+848120.24%0
MCKESSON CORP(MCK)4,7880-4,788330.45%0
CARDINAL HEALTH INC(CAH)22,0540-22,054330.44%0
AMERICAN EXPRESS CO(AXP)01,504+1,504000.06%0
ISHARES TR0115,800+115,800010.19%+1
ADVANCED MICRO DEVICES INC(AMD)03,497+3,497000.05%0
FORTINET INC(FTNT)000000.05%0
WESTERN COPPER & GOLD CORP03,698,800+3,698,800040.61%+4
KENVUE INC(KVUE)000030.46%+3
AUTOZONE INC(AZO)074+74000.04%0
VERISIGN INC01,102+1,102000.04%0
NEWMONT CORP(NEM)029,857+29,857010.21%+1
ATLASSIAN CORPORATION01,270+1,270000.04%0
DOLLAR TREE INC(DLTR)38,83642,234+3,398330.46%0
FRANCO NEV CORP(FNV)01,614+1,614000.04%0
ARCHER DANIELS MIDLAND CO05,238+5,238000.04%0
CENCORA INC0879+879000.04%0
AMETEK INC01,393+1,393000.03%0
OKTA INC(OKTA)02,245+2,245000.03%0
AUTODESK INC0893+893000.03%0
NOVARTIS AG(NVS)000000.03%0
SPROTT PHYSICAL GOLD TR(PHYS)059,315+59,315010.21%+1
CHEMED CORP NEW(CHE)000000.03%0
ORACLE CORP(ORCL)000010.09%+1
AMPHENOL CORP NEW03,317+3,317000.03%0
ZSCALER INC(ZS)01,094+1,094000.03%0
ROPER TECHNOLOGIES INC(ROP)0360+360000.03%0
OTIS WORLDWIDE CORP(OTIS)000000.03%0
COSTAR GROUP INC(CSGP)000000.03%0
AT&T INC(T)07,298+7,298000.03%0
INVESCO QQQ TR000000.03%0
CHURCH & DWIGHT CO INC(CHD)01,860+1,860000.03%0
BECTON DICKINSON & CO(BDX)0894+894000.03%0
LKQ CORP(LKQ)04,802+4,802000.03%0
DOLBY LABORATORIES INC(DLB)000000.03%0
CROWDSTRIKE HLDGS INC(CRWD)000000.03%0
STERIS PLC(STE)0896+896000.03%0
HCA HEALTHCARE INC(HCA)000000.03%0
LINCOLN ELEC HLDGS INC(LECO)01,059+1,059000.03%0
VERTEX PHARMACEUTICALS INC(VRTX)0413+413000.03%0
PRIMO BRANDS CORPORATION(PRMB)35,59335,631+38110.18%0
ALGOMA STL GROUP INC030,375+30,375000.02%0
COSTCO WHSL CORP NEW(COST)5,1180-5,118550.70%0
TRACTOR SUPPLY CO(TSCO)0114,801+114,801060.91%+6
COCA COLA CO(KO)021,533+21,533020.22%+2
CANADIAN NATL RY CO(CNI)014,646+14,646010.21%+1
ACCENTURE PLC IRELAND
SHS CLASS A
01,507+1,507000.07%0
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)5,9395,836-103110.17%0
TC ENERGY CORP(TRP)010,180+10,180000.07%0
WASTE CONNECTIONS INC(WCN)05,013+5,013010.14%+1
RB GLOBAL INC(RBA)10,2330-10,233110.15%0
STANTEC INC(STN)018,429+18,429020.22%+2
MOLSON COORS BEVERAGE CO(TAP)000010.18%+1
PEMBINA PIPELINE CORP(PBA)031,256+31,256010.18%+1
GE AEROSPACE(GE)01,620+1,620000.05%0
MEDTRONIC PLC(MDT)018,771+18,771020.24%+2
OSISKO GOLD ROYALTIES LTD000000.07%0
IAMGOLD CORP(IAG)062,200+62,200000.06%0
SPOTIFY TECHNOLOGY S A(SPOT)6466460000.05%0
PALANTIR TECHNOLOGIES INC(PLTR)11,1020-11,102110.13%0
BJS WHSL CLUB HLDGS INC(BJ)2,2452,247+2000.04%0
3M CO(MMM)03,293+3,293000.07%0
SHERWIN WILLIAMS CO(SHW)05,457+5,457020.27%+2
OREILLY AUTOMOTIVE INC(ORLY)000000.04%0
MANULIFE FINL CORP(MFC)86,7640-86,764330.39%0
MASTERCARD INCORPORATED(MA)1,2800-1,280110.10%0
HOWMET AEROSPACE INC(HWM)02,393+2,393000.04%0
FOX CORP(FOX)5,9380-5,938000.05%0
GENPACT LIMITED
SHS
06,301+6,301000.05%0
SOLAREDGE TECHNOLOGIES INC(SEDG)000110.14%0
REPUBLIC SVCS INC(RSG)01,056+1,056000.04%0
LILLY ELI & CO(LLY)0447+447000.05%0
ZIMMER BIOMET HOLDINGS INC(ZBH)011,076+11,076010.18%+1
MCDONALDS CORP(MCD)01,158+1,158000.05%0
ALGOMA STL GROUP INC0102,000+102,000000.01%0
STONECO LTD(STNE)015,100+15,100000.02%0
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