Fund HoldingsClaret Asset Management Corp

Total Portfolio Value
$633.3K
Total Bought
$51.9K
Total Sold
$51.1K
Net Transaction
+$836
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
INDIVIOR PLC0748,486+748,486091.47%+9
NORTH AMERN CONSTR GROUP LTD02,040,138+2,040,1380446.94%+44
PFIZER INC(PFE)0295,892+295,892081.24%+8
ALPHABET INC(GOOG)0152,419+152,4190294.56%+29
UBIQUITI INC(UI)30,16329,623-5407101.55%+3
OLLIES BARGAIN OUTLET HLDGS(OLLI)0248,467+248,4670274.30%+27
TORONTO DOMINION BK ONT(TD)60,352124,751+64,399471.05%+3
DOLLAR TREE INC(DLTR)038,836+38,836030.46%+3
ULTA BEAUTY INC(ULTA)53,66853,444-22421233.67%+2
CELESTICA INC(CLS)021,848+21,848020.32%+2
TELUS CORPORATION(TU)0237,817+237,817030.51%+3
NOVO-NORDISK A S(NVO)030,212+30,212030.41%+3
CISCO SYS INC(CSCO)262,034259,967-2,06714152.43%+1
PRIMO BRANDS CORPORATION(PRMB)035,593+35,593010.17%+1
TESLA INC(TSLA)6,1376,444+307230.41%+1
BRISTOL-MYERS SQUIBB CO(BMY)172,424174,623+2,1999101.56%+1
SOLAREDGE TECHNOLOGIES INC(SEDG)000010.15%+1
FIRST MAJESTIC SILVER CORP(AG)000010.14%+1
CITIGROUP INC COM(C)0125,209+125,209091.39%+9
ALPHABET INC(GOOG)040,572+40,572081.22%+8
BCE INC(BCE)148,230252,457+104,227560.92%+1
CAE INC(CAE)0103,261+103,261030.41%+3
NVIDIA CORPORATION(NVDA)035,187+35,187050.75%+5
APPLOVIN CORP(APP)02,616+2,616010.13%+1
WALMART INC(WMT)64,73663,253-1,483560.90%0
PALANTIR TECHNOLOGIES INC(PLTR)011,102+11,102010.13%+1
QUIPT HOME MEDICAL CORP04,470,799+4,470,7990142.15%+14
SHOPIFY INC(SHOP)015,524+15,524020.26%+2
MCKESSON CORP(MCK)04,788+4,788030.43%+3
SPOTIFY TECHNOLOGY S A(SPOT)0646+646000.05%0
ISHARES BITCOIN TRUST ETF SHS BEN INT(IBIT)05,275+5,275000.04%0
LULULEMON ATHLETICA INC(LULU)0678+678000.04%0
SNOWFLAKE INC(SNOW)01,589+1,589000.04%0
WELLS FARGO CO NEW(WFC)03,402+3,402000.04%0
JABIL INC(JBL)01,633+1,633000.04%0
DECKERS OUTDOOR CORP(DECK)01,154+1,154000.04%0
WILLIAMS SONOMA INC(WSM)01,248+1,248000.04%0
BELLRING BRANDS INC(BRBR)03,025+3,025000.04%0
NATIONAL PRESTO INDS INC(NPK)011,139+11,139010.17%+1
SALESFORCE INC(CRM)01,620+1,620010.09%+1
SANGOMA TECHNOLOGIES CORP0152,885+152,885010.17%+1
JAZZ PHARMACEUTICALS PLC(JAZZ)01,756+1,756000.03%0
CASEYS GEN STORES INC(CASY)0526+526000.03%0
VULCAN MATLS CO(VMC)0809+809000.03%0
MACOM TECH SOLUTIONS HLDGS I(MTSI)01,595+1,595000.03%0
DICKS SPORTING GOODS INC(DKS)0899+899000.03%0
ANSYS INC0609+609000.03%0
NEUROCRINE BIOSCIENCES INC(NBIX)01,494+1,494000.03%0
BJS WHSL CLUB HLDGS INC(BJ)02,245+2,245000.03%0
NEWS CORP NEW(NWS)07,279+7,279000.03%0
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)05,939+5,939010.17%+1
TRANSALTA CORP(TAC)047,677+47,677010.11%+1
VISA INC(V)03,822+3,822010.19%+1
BUCKLE INC(BKE)025,577+25,577010.21%+1
CARDINAL HEALTH INC(CAH)22,06222,054-8230.41%0
COSTCO WHSL CORP NEW(COST)05,118+5,118050.74%+5
CANADIAN IMP BK COMM(CM)157,233154,944-2,28910101.55%0
AXON ENTERPRISE INC(AXON)0758+758000.07%0
CHART INDS INC(GTLS)01,855+1,855000.06%0
ZOOM VIDEO COMMUNICATIONS IN(ZM)09,432+9,432010.12%+1
RB GLOBAL INC(RBA)010,233+10,233010.15%+1
DOCUSIGN INC(DOCU)03,865+3,865000.05%0
CAMECO CORP(CCJ)029,081+29,081010.24%+1
BROADCOM INC(AVGO)01,366+1,366000.05%0
TAPESTRY INC(TPR)4,6404,673+33000.05%0
LUMENTUM HLDGS INC(LITE)04,161+4,161000.06%0
HUBSPOT INC(HUBS)0470+470000.05%0
EMERSON ELEC CO(EMR)05,220+5,220010.10%+1
DESCARTES SYS GROUP INC(DSGX)08,544+8,544010.15%+1
WARNER BROS DISCOVERY INC(WBD)029,317+29,317000.05%0
INTUITIVE SURGICAL INC5,9475,730-217330.47%0
EXELIXIS INC(EXEL)09,012+9,012000.05%0
DOXIMITY INC(DOCS)6,5636,613+50000.06%0
SERVICENOW INC(NOW)0346+346000.06%0
EXPEDIA GROUP INC(EXPE)1,5911,602+11000.05%0
PAYPAL HLDGS INC(PYPL)111,611102,790-8,821991.39%0
WYNDHAM HOTELS & RESORTS INC(WH)02,715+2,715000.04%0
MANULIFE FINL CORP(MFC)88,03886,764-1,274330.42%0
GODADDY INC(GDDY)1,4221,432+10000.04%0
PAYCOM SOFTWARE INC(PAYC)1,3941,403+9000.05%0
PAYLOCITY HLDG CORP(PCTY)1,4191,429+10000.04%0
PLANET FITNESS INC(PLNT)2,7102,729+19000.04%0
JPMORGAN CHASE & CO(JPM)02,911+2,911010.11%+1
LIVE NATION ENTERTAINMENT IN(LYV)02,243+2,243000.05%0
DOORDASH INC(DASH)1,7281,740+12000.05%0
DROPBOX INC(DBX)09,460+9,460000.04%0
RESIDEO TECHNOLOGIES INC(REZI)015,833+15,833000.06%0
LIBERTY MEDIA CORP DEL(FWONA)02,762+2,762000.04%0
BOOKING HOLDINGS INC(BKNG)058+58000.05%0
VAREX IMAGING CORP040,444+40,444010.09%+1
EPAM SYS INC(EPAM)01,115+1,115000.04%0
MASTERCARD INCORPORATED(MA)01,280+1,280010.11%+1
VANGUARD WORLD FDS
INF TECH ETF
01,088+1,088010.11%+1
F5 INC(FFIV)01,178+1,178000.05%0
FISERV INC(FISV)01,427+1,427000.05%0
DATADOG INC(DDOG)01,760+1,760000.04%0
FOX CORP(FOX)05,938+5,938000.05%0
GATES INDL CORP PLC
ORD SHS
011,966+11,966000.04%0
GLOBUS MED INC(GMED)03,003+3,003000.04%0
ALLISON TRANSMISSION HLDGS I(ALSN)2,6472,665+18000.05%0
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