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Claret Asset Management Corp

Q1 2024 · 13F-HR

Claret Asset Management Corpholdings as filed

Filed 2024-04-29 · accession 0001735513-24-000003

$595,360
Reported value
212
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
656811106NOANORTH AMERN CONSTR GROUP LTD$45,4637.64%2,043,610CommonSOLE
12532H104GIBCGI INC$44,9707.55%407,420CommonSOLE
594918104MSFTMICROSOFT CORP$30,2785.09%71,968CommonSOLE
30303M102METAMETA PLATFORMS INC$28,3784.77%58,442CommonSOLE
00287Y109ABBVABBVIE INC$25,5144.29%140,109CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$24,6244.14%309,462CommonSOLE
02079K305GOOGLALPHABET INC$24,2244.07%160,495CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$23,4333.94%1,191,891CommonSOLE
126650100CVSCVS HEALTH CORP$22,2743.74%279,266CommonSOLE
74880P104QIPTQUIPT HOME MEDICAL CORP$19,6363.30%4,490,857CommonSOLE
90384S303ULTAULTA BEAUTY INC$19,5833.29%37,452CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$17,0082.86%232,067CommonSOLE
780087102RYROYAL BK CDA$13,5182.27%133,960CommonSOLE
17275R102CSCOCISCO SYS INC$13,1882.22%264,242CommonSOLE
478160104JNJJOHNSON & JOHNSON$10,0441.69%63,491CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$9,0701.52%167,247CommonSOLE
172967424CCITIGROUP INC COM$8,2301.38%130,132CommonSOLE
136069101CMCANADIAN IMP BK COMM$8,2141.38%161,958CommonSOLE
01643B106ALYAFALITHYA GROUP INC$8,2131.38%5,320,438CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7,7441.30%115,600CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$6,7911.14%52,000CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6,6461.12%25,394CommonSOLE
02079K107GOOGALPHABET INC$6,5191.09%42,816CommonSOLE
780259305SHELSHELL PLC$6,4761.09%96,605CommonSOLE
24869P104DENNDENNYS CORP$6,4041.08%714,687CommonSOLE
747525103QCOMQUALCOMM INC$5,9040.99%34,875CommonSOLE
95805V108WRNWESTERN COPPER & GOLD CORP$5,6550.95%3,698,800CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$5,1180.86%434,835CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4,7490.80%24,870CommonSOLE
05534B760BCEBCE INC$4,2800.72%125,903CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$4,1450.70%165,921CommonSOLE
931142103WMTWALMART INC$4,1430.70%68,857CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3,7690.63%5,144CommonSOLE
90353W103UIUBIQUITI INC$3,6660.62%31,645CommonSOLE
891160509TDTORONTO DOMINION BK ONT$3,6620.62%60,656CommonSOLE
379463102GWRSGLOBAL WTR RES INC$3,4900.59%271,820CommonSOLE
717081103PFEPFIZER INC$3,4200.57%123,253CommonSOLE
L00849106AGROADECOAGRO S A$3,2790.55%297,547CommonSOLE
67066G104NVDANVIDIA CORPORATION$3,2520.55%3,599CommonSOLE
49177J102KVUEKENVUE INC$2,9240.49%136,253CommonSOLE
58155Q103MCKMCKESSON CORP$2,7080.45%5,045CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$2,6980.45%35,786CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2,4940.42%6,249CommonSOLE
15101Q108CLSEURCELESTICA INC$2,4650.41%54,846CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2,4440.41%21,837CommonSOLE
G5960L103MDTMEDTRONIC PLC$2,4230.41%27,806CommonSOLE
124765108CAECAE INC$2,4220.41%117,221CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2,4090.40%6,937CommonSOLE
56501R106MFCMANULIFE FINL CORP$2,2500.38%90,042CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2,1140.36%23,969CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1,7980.30%3,437CommonSOLE
57638P104MBCMASTERBRAND INC$1,7630.30%94,094CommonSOLE
136375102CNICANADIAN NATL RY CO$1,7130.29%13,004CommonSOLE
85472N109STNSTANTEC INC$1,5250.26%18,362CommonSOLE
34984VAC4FORUM ENERGY TECHNOLOGIES IN$1,4850.25%1,500,000CommonSOLE
191216100KOCOCA COLA CO$1,4630.25%23,915CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1,4560.24%11,030CommonSOLE
651639106NEMNEWMONT CORP$1,3290.22%37,071CommonSOLE
82509L107SHOPSHOPIFY INC$1,2770.21%16,542CommonSOLE
13321L108CCJCAMECO CORP$1,2540.21%28,960CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1,1780.20%68,082CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$1,0890.18%12,997CommonSOLE
87241L109TFIITFI INTL INC$1,0700.18%6,706CommonSOLE
118440106BKEBUCKLE INC$1,0440.18%25,915CommonSOLE
58933Y105MRKMERCK & CO INC$1,0340.17%7,838CommonSOLE
74935Q107RBARB GLOBAL INC$1,0240.17%13,438CommonSOLE
670100205NVONOVO-NORDISK A S$1,0230.17%7,966CommonSOLE
464288224ICLNISHARES TR$1,0070.17%72,000CommonSOLE
88160R101TSLATESLA INC$9830.17%5,590CommonSOLE
92826C839VVISA INC$9450.16%3,385CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$9400.16%51,640CommonSOLE
92214X106VREXVAREX IMAGING CORP$9300.16%51,390CommonSOLE
644535106NGDNNEW GOLD INC CDA$9260.16%550,000CommonSOLE
548661107LOWLOWES COS INC$8960.15%3,519CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$8820.15%5,129CommonSOLE
80100R408SANGSANGOMA TECHNOLOGIES CORP$8500.14%175,760CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$8470.14%23,999CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$8260.14%6,756CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$8090.14%12,030CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$7930.13%8,664CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$7910.13%5,325CommonSOLE
29250N105ENBENBRIDGE INC$7660.13%21,177CommonSOLE
291011104EMREMERSON ELEC CO$7640.13%6,734CommonSOLE
437076102HDHOME DEPOT INC$7310.12%1,906CommonSOLE
67079A102NUVEI CORPORATION$7190.12%22,742CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6860.12%2,356CommonSOLE
683715106OTEXOPEN TEXT CORP$6670.11%17,165CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$6520.11%69,188CommonSOLE
863667101SYKSTRYKER CORPORATION$6180.10%1,728CommonSOLE
68389X105ORCLORACLE CORP$5990.10%4,769CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5870.10%1,219CommonSOLE
92204A702VGTVANGUARD WORLD FDS$5700.10%1,088CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$5490.09%2,743CommonSOLE
87971M103TUTELUS CORPORATION$5350.09%33,418CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$5260.09%8,042CommonSOLE
87807B107TRPTC ENERGY CORP$5070.09%12,608CommonSOLE
92242T101VVXV2X INC$4830.08%10,347CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$4740.08%12,847CommonSOLE
16115Q308GTLSCHART INDS INC$4700.08%2,855CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$4550.08%8,334CommonSOLE
L72967109OECORION ENGINEERED CARBONS S A$4520.08%19,228CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$4280.07%11,514CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$4200.07%19,351CommonSOLE
88579Y101MMM3M CO$4080.07%3,844CommonSOLE
532457108LLYLILLY ELI & CO$3840.06%494CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3770.06%16,810CommonSOLE
254687106DISDISNEY WALT CO$3750.06%3,064CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$3730.06%22,745CommonSOLE
87975H100TIXTTELUS INTL CDA INC$3710.06%43,792CommonSOLE
03831W108APPAPPLOVIN CORP$3710.06%5,355CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3530.06%1,113CommonSOLE
464286400EWZISHARES INC$3400.06%10,474CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3220.05%1,005CommonSOLE
580135101MCDMCDONALDS CORP$3170.05%1,123CommonSOLE
941848103WATWATERS CORP$3170.05%922CommonSOLE
303250104FICOFAIR ISAAC CORP$3140.05%251CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3140.05%1,840CommonSOLE
260557103DOWDOW INC$3100.05%5,348CommonSOLE
89346D107TACTRANSALTA CORP$3060.05%47,677CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3020.05%1,862CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3010.05%2,720CommonSOLE
79466L302CRMSALESFORCE INC$2860.05%949CommonSOLE
713448108PEPPEPSICO INC$2850.05%1,628CommonSOLE
983793100XPOXPO INC$2820.05%2,313CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$2690.05%2,130CommonSOLE
256746108DLTRDOLLAR TREE INC$2670.04%2,002CommonSOLE
45674M101INFA1EURINFORMATICA INC$2640.04%7,538CommonSOLE
29084Q100EMEEMCOR GROUP INC$2610.04%745CommonSOLE
172908105CTASCINTAS CORP$2600.04%379CommonSOLE
929740108WABWABTEC$2590.04%1,776CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2560.04%2,170CommonSOLE
349553107FTSFORTIS INC$2520.04%6,366CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2520.04%454CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2510.04%267CommonSOLE
922908363VOOVANGUARD INDEX FDS$2500.04%521CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$2500.04%300,000CommonSOLE
461202103INTUINTUIT$2500.04%385CommonSOLE
25809K105DASHDOORDASH INC$2500.04%1,814CommonSOLE
852234103XYZBLOCK INC$2460.04%2,908CommonSOLE
46434VBD1IBDQISHARES TR$2450.04%9,875CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2440.04%705CommonSOLE
443573100HUBSHUBSPOT INC$2410.04%385CommonSOLE
351858105FNVFRANCO NEV CORP$2400.04%2,018CommonSOLE
125523100CITHE CIGNA GROUP$2400.04%662CommonSOLE
149123101CATCATERPILLAR INC$2390.04%652CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2370.04%584CommonSOLE
81762P102NOWSERVICENOW INC$2370.04%311CommonSOLE
96145D105WRKUSDWESTROCK CO$2360.04%4,775CommonSOLE
900111204TKCTURKCELL ILETISIM HIZMETLERI$2360.04%45,475CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2350.04%939CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2330.04%5,520CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$2320.04%1,867CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$2320.04%1,030CommonSOLE
78709Y105SAIASAIA INC$2310.04%395CommonSOLE
89055F103BLDTOPBUILD CORP$2300.04%521CommonSOLE
05478C105AZEKAZEK CO INC$2300.04%4,588CommonSOLE
693656100PVHPVH CORPORATION$2300.04%1,639CommonSOLE
15118V207CELHCELSIUS HLDGS INC$2290.04%2,759CommonSOLE
00508Y102AYIACUITY BRANDS INC$2270.04%845CommonSOLE
911363109URIUNITED RENTALS INC$2260.04%314CommonSOLE
889478103TOLTOLL BROTHERS INC$2260.04%1,749CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2250.04%1,100CommonSOLE
11135F101AVGOBROADCOM INC$2230.04%168CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2230.04%2,479CommonSOLE
H01301128ALCALCON AG$2210.04%2,659CommonSOLE
617700109MORNMORNINGSTAR INC$2190.04%711CommonSOLE
380237107GDDYGODADDY INC$2190.04%1,847CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2190.04%772CommonSOLE
731068102PIIPOLARIS INC$2180.04%2,180CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2160.04%721CommonSOLE
98379L100XPELXPEL INC$2160.04%3,994CommonSOLE
40434L105HPQHP INC$2160.04%7,163CommonSOLE
745867101PHMPULTE GROUP INC$2140.04%1,771CommonSOLE
921943858VEAVANGUARD TAX-MANAGED INTL FD$2140.04%4,256CommonSOLE
224408104CRCRANE COMPANY$2130.04%1,576CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2100.04%1,006CommonSOLE
142339100CSLCARLISLE COS INC$2100.04%535CommonSOLE
89531P105TREXTREX CO INC$2100.04%2,108CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2100.04%721CommonSOLE
751212101RLRALPH LAUREN CORP$2090.04%1,113CommonSOLE
25754A201DPZDOMINOS PIZZA INC$2090.04%420CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$2080.03%214CommonSOLE
450913108IAGIAMGOLD CORP$2080.03%62,200CommonSOLE
464287242LQDISHARES TR$2080.03%1,906CommonSOLE
679295105OKTAOKTA INC$2070.03%1,981CommonSOLE
526107107LIILENNOX INTL INC$2070.03%424CommonSOLE
150870103CECELANESE CORP DEL$2060.03%1,199CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$2060.03%1,196CommonSOLE
615369105MCOMOODYS CORP$2050.03%522CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2040.03%1,559CommonSOLE
217204106CPRTCOPART INC$2030.03%3,499CommonSOLE
37940X102GPNGLOBAL PMTS INC$2030.03%1,522CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2030.03%950CommonSOLE
45687V106IRINGERSOLL RAND INC$2020.03%2,128CommonSOLE
171779309CIENCIENA CORP$2020.03%4,079CommonSOLE
45073V108ITTITT INC$2020.03%1,483CommonSOLE
688239201OSKOSHKOSH CORP$2020.03%1,618CommonSOLE
26969P108EXPEAGLE MATLS INC$2010.03%740CommonSOLE
23804L103DDOGDATADOG INC$2010.03%1,625CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$2000.03%1,451CommonSOLE
G39108108GTESGATES INDL CORP PLC$1820.03%10,284CommonSOLE
92556V106VTRSVIATRIS INC$1810.03%15,136CommonSOLE
G85158106STNESTONECO LTD$1680.03%10,100CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1140.02%13,090CommonSOLE
G21810109CLVTCLARIVATE PLC$1080.02%14,547CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$1030.02%13,614CommonSOLE
56600D107MRVIMARAVAI LIFESCIENCES HLDGS I$950.02%10,948CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$850.01%12,012CommonSOLE
74767V109QSQUANTUMSCAPE CORP$720.01%11,525CommonSOLE
679369108OLPXOLAPLEX HLDGS INC$700.01%36,601CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$350.01%15,582CommonSOLE
74346M406PMNEURPROMIS NEUROSCIENCES INC$210.00%10,830CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.