Fund HoldingsClaret Asset Management Corp

Total Portfolio Value
$559.3K
Total Bought
$39.1K
Total Sold
$23.2K
Net Transaction
+$15.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
META PLATFORMS INC(META)64,34766,587+2,24019244.21%+4
MICROSOFT CORP(MSFT)072,890+72,8900274.90%+27
ULTA BEAUTY INC(ULTA)037,439+37,4390183.28%+18
CGI INC(GIB)0408,812+408,8120447.83%+44
CVS HEALTH CORP(CVS)279,523280,274+75120223.96%+3
PFIZER INC(PFE)7,98993,900+85,911030.48%+2
ROYAL BK CDA(RY)0132,287+132,2870132.39%+13
DENNYS CORP0843,677+843,677091.64%+9
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)233,013233,363+35016183.15%+2
CANADIAN IMP BK COMM(CM)152,995157,179+4,184681.35%+2
ALPHABET INC(GOOG)159,830160,050+22021224.00%+1
CITIGROUP INC COM(C)0131,317+131,317071.21%+7
PARAMOUNT GLOBAL347,383393,550+46,167461.04%+1
QUALCOMM INC(QCOM)035,466+35,466050.92%+5
KENVUE INC(KVUE)95,945135,940+39,995230.52%+1
SCIENCE APPLICATIONS INTL CO(SAIC)052,171+52,171061.16%+6
GLOBAL WTR RES INC0273,251+273,251040.64%+4
OAKTREE SPECIALTY LENDING CO(OCSL)1,132,7871,158,902+26,11523244.23%+1
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)05,216+5,216010.15%+1
ABBVIE INC(ABBV)142,758142,290-46821223.94%+1
INTERNATIONAL BUSINESS MACHS(IBM)25,25725,115-142440.73%+1
ELEMENT SOLUTIONS INC(ESI)169,531166,968-2,563340.69%+1
COSTCO WHSL CORP NEW(COST)5,1685,169+1330.61%0
ALPHABET INC(GOOG)42,67743,411+734661.09%0
SHOPIFY INC(SHOP)016,542+16,542010.23%+1
SHERWIN WILLIAMS CO(SHW)06,979+6,979020.39%+2
INTUITIVE SURGICAL INC06,322+6,322020.38%+2
PAYPAL HLDGS INC(PYPL)0111,343+111,343071.22%+7
BUCKLE INC(BKE)26,43226,325-107110.22%0
MANULIFE FINL CORP(MFC)089,860+89,860020.36%+2
CARDINAL HEALTH INC(CAH)021,998+21,998020.40%+2
NEW GOLD INC CDA0550,000+550,000010.14%+1
CROWDSTRIKE HLDGS INC(CRWD)01,080+1,080000.05%0
CELESTICA INC(CLS)57,41357,4130120.30%0
TORONTO DOMINION BK ONT(TD)062,770+62,770040.73%+4
TRACTOR SUPPLY CO(TSCO)025,575+25,575050.98%+5
NUVEI CORPORATION024,010+24,010010.11%+1
INTUIT(INTU)0388+388000.04%0
CINTAS CORP(CTAS)0402+402000.04%0
WILLIAMS SONOMA INC(WSM)01,201+1,201000.04%0
PALO ALTO NETWORKS INC(PANW)0815+815000.04%0
BLOCK INC(XYZ)03,075+3,075000.04%0
HUBSPOT INC(HUBS)0405+405000.04%0
SERVICENOW INC(NOW)0331+331000.04%0
FRANCO NEV CORP(FNV)02,088+2,088000.04%0
INFORMATICA INC08,132+8,132000.04%0
SALESFORCE INC(CRM)0877+877000.04%0
NVIDIA CORPORATION(NVDA)3,5543,583+29220.32%0
MASTERBRAND INC(MBC)132,775123,899-8,876220.33%0
VICTORIAS SECRET AND CO(VSXY)08,505+8,505000.04%0
HP INC(HPQ)07,519+7,519000.04%0
ZSCALER INC(ZS)01,019+1,019000.04%0
COLLIERS INTL GROUP INC(CIGI)7,1367,1360110.16%0
PARKER-HANNIFIN CORP(PH)0482+482000.04%0
VANGUARD INDEX FDS0507+507000.04%0
MORNINGSTAR INC(MORN)0767+767000.04%0
LULULEMON ATHLETICA INC(LULU)0429+429000.04%0
XPO INC(XPO)02,495+2,495000.04%0
BROADCOM INC(AVGO)0194+194000.04%0
MOODYS CORP(MCO)0554+554000.04%0
PVH CORPORATION(PVH)01,768+1,768000.04%0
WESTROCK CO05,151+5,151000.04%0
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,640+5,640000.04%0
GODADDY INC(GDDY)01,992+1,992000.04%0
DATADOG INC(DDOG)01,737+1,737000.04%0
THE CIGNA GROUP(CI)0701+701000.04%0
TOPBUILD CORP0562+562000.04%0
ROGERS COMMUNICATIONS INC(RCI)04,466+4,466000.04%0
BCE INC(BCE)86,58789,237+2,650340.63%0
GLOBAL PMTS INC(GPN)01,633+1,633000.04%0
CATERPILLAR INC(CAT)0696+696000.04%0
NEUROCRINE BIOSCIENCES INC(NBIX)01,565+1,565000.04%0
GARTNER INC(IT)0455+455000.04%0
LENNOX INTL INC(LII)0457+457000.04%0
STANTEC INC(STN)018,936+18,936020.27%+2
CANADIAN NATL RY CO(CNI)012,824+12,824020.29%+2
RYDER SYS INC(R)01,756+1,756000.04%0
CELANESE CORP DEL(CE)01,294+1,294000.04%0
CRANE COMPANY(CR)01,700+1,700000.04%0
NEWMONT CORP(NEM)045,283+45,283020.34%+2
MCKESSON CORP(MCK)5,0865,084-2220.42%0
OPEN TEXT CORP(OTEX)018,068+18,068010.14%+1
CANADIAN PACIFIC KANSAS CITY(CP)024,263+24,263020.34%+2
SPROTT PHYSICAL GOLD TR(PHYS)68,28268,2820110.19%0
PEMBINA PIPELINE CORP(PBA)024,538+24,538010.15%+1
CAMECO CORP(CCJ)28,93328,960+27110.22%0
SHELL PLC(SHEL)97,97697,372-604661.15%0
DESCARTES SYS GROUP INC(DSGX)09,135+9,135010.14%+1
NOVO-NORDISK A S(NVO)7,3167,3160110.14%0
VISA INC(V)3,3753,330-45110.16%0
VIEMED HEALTHCARE INC74,95174,981+30110.11%0
ZIMMER BIOMET HOLDINGS INC(ZBH)011,112+11,112010.24%+1
ORION ENGINEERED CARBONS S A21,06419,330-1,734010.10%0
NATIONAL PRESTO INDS INC(NPK)13,27313,051-222110.19%0
HOME DEPOT INC(HD)1,9251,917-8110.12%0
FAIR ISAAC CORP(FICO)261264+3000.05%0
VANGUARD WORLD FDS
INF TECH ETF
1,0881,0880010.09%0
DOLLAR TREE INC(DLTR)02,077+2,077000.05%0
STONECO LTD(STNE)10,10010,1000000.03%0
PRIMO WATER CORPORATION54,54054,5400110.15%0
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