Fund HoldingsClaret Asset Management Corp

Total Portfolio Value
$772.4K
Total Bought
$89.7K
Total Sold
$48.0K
Net Transaction
+$41.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)068,190+68,1900344.39%+34
META PLATFORMS INC(META)051,555+51,5550384.93%+38
ULTA BEAUTY INC(ULTA)054,569+54,5690263.31%+26
INDIVIOR PLC0744,282+744,2820111.42%+11
OLLIES BARGAIN OUTLET HLDGS(OLLI)245,075243,498-1,57729324.15%+4
ALPHABET INC(GOOG)0152,972+152,9720273.49%+27
MERCK & CO INC(MRK)052,176+52,176040.53%+4
CANADIAN IMP BK COMM(CM)0153,655+153,6550111.41%+11
CGI INC(GIB)0415,229+415,2290445.64%+44
ROYAL BK CDA(RY)0126,376+126,3760172.16%+17
NVIDIA CORPORATION(NVDA)035,177+35,177060.72%+6
TORONTO DOMINION BK ONT(TD)127,780126,730-1,050891.21%+2
UBIQUITI INC(UI)025,812+25,8120111.38%+11
ALPHABET INC(GOOG)044,209+44,209081.02%+8
BANK MONTREAL QUE87,42288,493+1,0718101.27%+1
CITIGROUP INC COM(C)0116,494+116,4940101.28%+10
DOLLAR TREE INC(DLTR)42,23442,686+452340.55%+1
PAYPAL HLDGS INC(PYPL)0107,024+107,024081.03%+8
CISCO SYS INC(CSCO)0171,129+171,1290121.54%+12
CAMECO CORP(CCJ)029,054+29,054020.28%+2
BOEING CO(BA)028,474+28,474560.77%+1
BANK NOVA SCOTIA HALIFAX110,777109,785-992560.79%+1
IQVIA HLDGS INC(IQV)04,478+4,478010.09%+1
NORTH AMERN CONSTR GROUP LTD02,064,325+2,064,3250334.28%+33
NEW GOLD INC CDA550,000550,0000230.35%+1
NVENT ELECTRIC PLC(NVT)030,718+30,718020.29%+2
OR ROYALTIES INC.(OR)022,867+22,867010.08%+1
CARDINAL HEALTH INC(CAH)021,238+21,238340.46%+1
TFI INTL INC(TFII)012,317+12,317010.14%+1
TELUS CORPORATION(TU)281,024281,597+573450.59%0
CANADA GOOSE HLDGS INC(GOOS)086,614+86,614010.13%+1
CELESTICA INC(CLS)013,822+13,822020.28%+2
TELUS INTL CDA INC0224,866+224,866010.11%+1
INTUITIVE SURGICAL INC05,969+5,969030.42%+3
QUALCOMM INC(QCOM)034,873+34,873060.72%+6
STANTEC INC(STN)18,42917,531-898220.25%0
CAE INC(CAE)082,148+82,148020.31%+2
CANADIAN PACIFIC KANSAS CITY(CP)024,190+24,190020.25%+2
CANADIAN NATL RY CO(CNI)14,64616,830+2,184120.23%0
WESTERN COPPER & GOLD CORP3,698,8003,698,8000450.59%0
WALMART INC(WMT)061,035+61,035060.77%+6
SHOPIFY INC(SHOP)014,603+14,603020.22%+2
EPAM SYS INC(EPAM)01,532+1,532000.04%0
SANGOMA TECHNOLOGIES CORP0153,935+153,935010.12%+1
HUNTINGTON INGALLS INDS INC(HII)01,090+1,090000.03%0
LULULEMON ATHLETICA INC(LULU)01,094+1,094000.03%0
BLACKBERRY LTD(BB)000220.27%0
HEWLETT PACKARD ENTERPRISE C(HPE)012,634+12,634000.03%0
CVS HEALTH CORP(CVS)298,008296,388-1,62020202.65%0
NIKE INC(NKE)03,533+3,533000.03%0
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0179,617+179,6170141.81%+14
NETFLIX INC(NFLX)0184+184000.03%0
COHERENT CORP(COHR)02,749+2,749000.03%0
CONSTELLATION BRANDS INC(STZ)01,506+1,506000.03%0
PURE STORAGE INC(P)04,200+4,200000.03%0
THE TRADE DESK INC(TTD)03,361+3,361000.03%0
BOSTON BEER INC(SAM)01,261+1,261000.03%0
GARTNER INC(IT)0593+593000.03%0
YETI HLDGS INC(YETI)07,603+7,603000.03%0
CACI INTL INC(CACI)0502+502000.03%0
GRAINGER W W INC(GWW)0230+230000.03%0
KLA CORP(KLAC)0267+267000.03%0
ARISTA NETWORKS INC(ANET)02,340+2,340000.03%0
HP INC(HPQ)09,771+9,771000.03%0
BENTLEY SYS INC(BSY)04,419+4,419000.03%0
CONCENTRIX CORP(CNXC)04,498+4,498000.03%0
CHIPOTLE MEXICAN GRILL INC(CMG)04,226+4,226000.03%0
ONTO INNOVATION INC(ONTO)02,352+2,352000.03%0
SIRIUSXM HOLDINGS INC(SIRI)010,311+10,311000.03%0
SYNOPSYS INC(SNPS)0462+462000.03%0
APPLIED MATLS INC01,292+1,292000.03%0
CELSIUS HLDGS INC(CELH)05,071+5,071000.03%0
PTC INC(PTC)01,373+1,373000.03%0
PARSONS CORP DEL(PSN)03,296+3,296000.03%0
TERADATA CORP DEL(TDC)010,614+10,614000.03%0
DEXCOM INC(DXCM)02,705+2,705000.03%0
LEIDOS HOLDINGS INC(LDOS)01,495+1,495000.03%0
IDEXX LABS INC(IDXX)0439+439000.03%0
JACOBS SOLUTIONS INC(J)01,798+1,798000.03%0
QORVO INC(QRVO)02,775+2,775000.03%0
TENET HEALTHCARE CORP(THC)01,339+1,339000.03%0
CADENCE DESIGN SYSTEM INC(CDNS)0763+763000.03%0
CHARLES RIV LABS INTL INC(CRL)01,550+1,550000.03%0
METTLER TOLEDO INTERNATIONAL(MTD)0200+200000.03%0
UNIVERSAL HLTH SVCS INC(UHS)01,308+1,308000.03%0
COM(WST)01,075+1,075000.03%0
ANSYS INC0670+670000.03%0
EDWARDS LIFESCIENCES CORP03,008+3,008000.03%0
EMCOR GROUP INC(EME)0439+439000.03%0
MACOM TECH SOLUTIONS HLDGS I(MTSI)01,638+1,638000.03%0
MEDPACE HLDGS INC(MEDP)0748+748000.03%0
NEWS CORP NEW(NWS)07,903+7,903000.03%0
SHIFT4 PMTS INC(FOUR)02,369+2,369000.03%0
TETRA TECH INC NEW(TTEK)06,525+6,525000.03%0
DOVER CORP(DOV)01,278+1,278000.03%0
FTI CONSULTING INC(FCN)01,448+1,448000.03%0
LEAR CORP COM(LEA)02,466+2,466000.03%0
MGM RESORTS INTERNATIONAL(MGM)06,802+6,802000.03%0
NEW YORK TIMES CO(NYT)04,183+4,183000.03%0
ALIGN TECHNOLOGY INC01,235+1,235000.03%0
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