Now live: Pro — the full 13F research suite for serious investorsSee pricing →
← Tracker

Institutional

Claret Asset Management Corp

CIK 0001735513
$928,291
Reported AUM
498
Positions
Q2 2026
Period
2026-07-27
Filed

Editorial summary

Summary for Claret Asset Management Corp · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

GOOGL$49,272BERKSHI$47,319GIBAAPLCVSABBVINDVMETANOARYULTAMSFTOther$544,569CC

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GOOGLALPHABET INC$334.76-0.58%76.18%131.67%$49K5.31%HELD
2BRK/BBERKSHIRE HATHAWAY INC DEL$47K5.10%HELD
3GIBCGI INC$73.29-1.62%-21.59%-15.99%$41K4.40%HELD
4AAPLAPPLE INC$332.02-1.82%67.77%128.17%$32K3.42%HELD
5CVSCVS HEALTH CORP$104.96-0.91%74.93%44.72%$29K3.16%HELD
6ABBVABBVIE INC$258.12-1.97%36.96%157.96%$29K3.08%HELD
7INDVINDIVIOR PHARMACEUTICALS INC$40.130.07%90.50%203.21%$28K3.03%HELD
8METAMETA PLATFORMS INC$531.79-9.19%-21.66%55.72%$27K2.93%HELD
9NOANORTH AMERN CONSTR GROUP LTD$13.431.94%-10.75%-1.13%$27K2.92%HELD
10RYROYAL BK CDA$210.371.90%62.59%136.99%$26K2.77%HELD
11ULTAULTA BEAUTY INC$513.811.13%0.07%31.18%$25K2.65%HELD
12MSFTMICROSOFT CORP$454.6316.41%-24.89%34.54%$24K2.56%HELD
13SFMSPROUTS FMRS MKT INC$87.8911.03%-48.62%217.91%$21K2.27%HELD
14OLLIOLLIES BARGAIN OUTLET HLDGS$72.171.11%-47.12%0.86%$21K2.24%HELD
15OCSLOAKTREE SPECIALTY LENDING$11.60-2.56%-0.53%-2.67%$20K2.15%HELD
16CNICANADIAN NATL RY CO$126.56-2.53%42.42%21.73%$19K2.08%HELD
17CSCOCISCO SYS INC$113.300.73%71.43%119.60%$18K1.99%HELD
18CMCANADIAN IMPERIAL BANK OF CO$119.052.43%64.35%149.04%$17K1.78%HELD
19BMOBANK MONTREAL MEDIUM$178.822.01%59.46%112.37%$16K1.69%HELD
20TDTORONTO DOMINION BK ONT$120.302.83%63.61%119.19%$15K1.63%HELD
21JNJJOHNSON & JOHNSON$256.34-3.46%56.99%69.37%$15K1.59%HELD
22MRKMERCK & CO INC$129.18-0.91%66.99%96.29%$15K1.57%HELD
23GOOGALPHABET INC$334.32-0.43%77.27%132.86%$13K1.42%HELD
24UIUBIQUITI INC$533.682.07%25.69%72.54%$13K1.41%HELD
25CCITIGROUP INC$131.253.24%41.58%108.64%$12K1.29%HELD
26BMYBRISTOL-MYERS SQUIBB CO$64.361.99%49.51%15.83%$11K1.16%HELD
27SUNCSUNOCOCORP LLC$76.590.72%59.50%59.37%$10K1.13%HELD
28BNSBANK NOVA SCOTIA B C$87.782.02%56.64%77.46%$9K0.99%HELD
29TSCOTRACTOR SUPPLY CO$29.91-3.52%-47.77%-17.32%$8K0.90%HELD
30WRNWESTERN COPPER & GOLD CORP$2.093.22%68.33%19.53%$8K0.89%HELD
31CTSHCOGNIZANT TECHNOLOGY SOLUTIO$53.49-4.43%$8K0.88%HELD
32NVONOVO-NORDISK A S$51.09-0.95%$8K0.81%HELD
33PFEPFIZER INC$24.75-1.59%$7K0.77%HELD
34DLTRDOLLAR TREE INC$128.51-0.34%$7K0.75%HELD
35WMTWALMART INC$110.80-2.99%$7K0.71%HELD
36NVDANVIDIA CORPORATION$193.631.91%$6K0.69%HELD
37SHELSHELL PLC$89.451.26%$6K0.67%HELD
38QCOMQUALCOMM INC$152.96-1.75%$6K0.64%HELD
39BABOEING CO$220.102.85%$6K0.64%HELD
40COSTCOSTCO WHOLESALE CORPORATION$953.18-2.14%$5K0.58%HELD
41ARISARIS MINING CORPORATION$14.232.37%$5K0.55%HELD
42BCEBCE INC$21.76-2.55%$5K0.54%HELD
43BBCN 3 02/15/29BLACKBERRY LTD$5K0.54%HELD
44CAHCARDINAL HEALTH INC$226.27-1.24%$5K0.51%HELD
45SAICSCIENCE APPLICATIONS INTL CO$115.95-0.91%$4K0.48%HELD
46CDECOEUR MNG INC$15.143.45%$4K0.48%HELD
47PYPLPAYPAL HLDGS INC$56.88-2.51%$4K0.47%HELD
48NVTNVENT ELEC PLC$142.746.83%$4K0.43%HELD
49MFCMANULIFE FINL CORP$44.531.38%$3K0.37%HELD
50ISRGINTUITIVE SURGICAL INC$350.07-0.86%$3K0.36%HELD
51MCKMCKESSON CORP$866.60-2.47%$3K0.35%HELD
52VVISA INC$363.24-1.49%$3K0.33%HELD
53CCJCAMECO CORP$87.923.96%$3K0.32%HELD
54TUTELUS CORPORATION$10.73-3.59%$3K0.30%HELD
55ICLNISHARES TR$17.584.18%$2K0.26%HELD
56SPYSTATE STR SPDR S&P 500 ETF T$738.761.27%$2K0.24%HELD
57CPCANADIAN PACIFIC KANSAS CITY$87.81-3.81%$2K0.24%HELD
58CLSCELESTICA INC$348.776.19%$2K0.23%HELD
59CAECAE INC$25.75-1.83%$2K0.21%HELD
60BGSIBOYD GROUP SERVICES INC$105.74-4.08%$2K0.20%HELD
61CABO 1.125 03/15/28CABLE ONE INC$2K0.20%HELD
62AMGNAMGEN INC$383.27-1.13%$2K0.19%HELD
63KOCOCA COLA CO$87.89-1.34%$2K0.18%HELD
64PHYSSPROTT ASSET MANAGEMENT LP$31.111.78%$2K0.18%HELD
65AEMAGNICO EAGLE MINES LTD$148.672.94%$2K0.18%HELD
66NEMNEWMONT CORP$94.463.42%$2K0.18%HELD
67SHOPSHOPIFY INC$124.45-3.65%$2K0.18%HELD
68PBAPEMBINA PIPELINE CORP$50.460.10%$2K0.18%HELD
69STNSTANTEC INC$70.31-1.83%$2K0.17%HELD
70TTWOTAKE-TWO INTERACTIVE SOFTWAR$244.88-0.63%$2K0.16%HELD
71GILGILDAN ACTIVEWEAR INC$50.76-0.96%$1K0.16%HELD
72AMDADVANCED MICRO DEVICES INC$485.6213.05%$1K0.16%HELD
73MDTMEDTRONIC PLC$85.50-2.32%$1K0.14%HELD
74GWRSGLOBAL WTR RES INC$7.21-3.65%$1K0.13%HELD
75TAPMOLSON COORS BEVERAGE CO$41.17-3.71%$1K0.13%HELD
76AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$1K0.13%HELD
77AMZNAMAZON COM INC$238.515.23%$1K0.12%HELD
78DCBODOCEBO INC$20.60-6.45%$1K0.12%HELD
79TFIITFI INTERNATIONAL INC$134.26-4.80%$1K0.12%HELD
80WCNWASTE CONNECTIONS INC$165.69-4.12%$1K0.11%HELD
81VGTVANGUARD WORLD FD$113.064.49%$1K0.11%HELD
82NPKNATIONAL PRESTO INDS INC$122.240.64%$1K0.11%HELD
83RBARB GLOBAL INC$109.55-4.90%$1K0.11%HELD
84ENBENBRIDGE INC$55.08-0.12%$1K0.11%HELD
85OTEXOPEN TEXT CORP$25.22-2.55%$1K0.11%HELD
86BHCBAUSCH HEALTH COS INC$5.8825.53%$1K0.11%HELD
87DSGXDESCARTES SYS GROUP INC$73.74-5.46%$9950.11%HELD
88GOOSCANADA GOOSE HLDGS INC$9.290.43%$9890.11%HELD
89EFXTENERFLEX LTD$21.702.70%$9850.11%HELD
90SHWSHERWIN WILLIAMS CO$342.95-0.27%$9650.10%HELD
91ZBHZIMMER BIOMET HOLDINGS INC$94.39-2.84%$9290.10%HELD
92IAGIAMGOLD CORP$14.282.55%$8750.09%HELD
93ZNGAZOOM COMMUNICATIONS INC$8530.09%HELD
94JPMJPMORGAN CHASE & CO$350.571.70%$8370.09%HELD
95IQVIQVIA HLDGS INC$238.08-3.83%$8220.09%HELD
96TSLATESLA INC$306.832.85%$8120.09%HELD
97EVH 3.5 12/01/29EVOLENT HEALTH INC$7510.08%HELD
98UHAL/BU HAUL HOLDING COMPANY$7390.08%HELD
99LOWLOWES COS INC$210.29-2.50%$7320.08%HELD
100PSKYPARAMOUNT SKYDANCE CORP$7.74-2.58%$7240.08%HELD
101MAMASTERCARD INCORPORATED$7190.08%HELD
102QQQINVESCO QQQ TR$7110.08%HELD
103SLFSUN LIFE FINANCIAL INC.$6870.07%HELD
104OROR ROYALTIES INC.$6640.07%HELD
105SANGSANGOMA TECHNOLOGIES CORP$6510.07%HELD
106HRBBLOCK H & R INC$6250.07%HELD
107KVUEKENVUE INC$5870.06%HELD
108VVXV2X INC$5630.06%HELD
109ESIELEMENT SOLUTIONS INC$5390.06%HELD
110SUSUNCOR ENERGY INC NEW$5360.06%HELD
111ORCLORACLE CORP$5350.06%HELD
112EMREMERSON ELEC CO$5300.06%HELD
113TRPTC ENERGY CORP$4770.05%HELD
114PLTRPALANTIR TECHNOLOGIES INC$4760.05%HELD
115MMM3M CO$4750.05%HELD
116VLOVALERO ENERGY CORP$4740.05%HELD
117VOOVANGUARD INDEX FDS$4680.05%HELD
118PANWPALO ALTO NETWORKS INC$4600.05%HELD
119SYKSTRYKER CORPORATION$4540.05%HELD
120BBYBEST BUY INC$4520.05%HELD
121IBMINTERNATIONAL BUSINESS MACHS$4440.05%HELD
122VTVANGUARD INTL EQUITY INDEX F$4410.05%HELD
123FNVFRANCO NEV CORP$4390.05%HELD
124AXPAMERICAN EXPRESS CO$4150.04%HELD
125ANETARISTA NETWORKS INC$4010.04%HELD
126LMTLOCKHEED MARTIN CORP$3990.04%HELD
127REZIRESIDEO TECHNOLOGIES INC$3980.04%HELD
128GTLSCHART INDS INC$3870.04%HELD
129WATWATERS CORP$3860.04%HELD
130LLYELI LILLY & CO$3820.04%HELD
131GNRCGENERAC HLDGS INC$3790.04%HELD
132AVGOBROADCOM INC$3720.04%HELD
133AMEAMETEK INC$3650.04%HELD
134TAT&T INC$3590.04%HELD
135FTNTFORTINET INC$3430.04%HELD
136TJXTJX COS INC NEW$3400.04%HELD
137GEGE AEROSPACE$3180.03%HELD
138CRMSALESFORCE INC$3140.03%HELD
139TMOTHERMO FISHER SCIENTIFIC INC$3140.03%HELD
140CDNSCADENCE DESIGN SYSTEM INC$3110.03%HELD
141MCDMCDONALDS CORP$3100.03%HELD
142DISDISNEY WALT CO$3080.03%HELD
143VDEVANGUARD WORLD FD$3080.03%HELD
144CRWDCROWDSTRIKE HLDGS INC$3080.03%HELD
145CATCATERPILLAR INC$2970.03%HELD
146AXONAXON ENTERPRISE INC$2950.03%HELD
147CPRTCOPART INC$2900.03%HELD
148ACNACCENTURE PLC IRELAND$2890.03%HELD
149CHGG 0 09/01/26CHEGG INC$2850.03%HELD
150TSMTAIWAN SEMICONDUCTOR MANUFAC$2830.03%HELD
151WABWABTEC$2820.03%HELD
152WBDWARNER BROS DISCOVERY INC$2780.03%HELD
153CTASCINTAS CORP$2780.03%HELD
154FICOFAIR ISAAC CORP$2750.03%HELD
155CSXCSX CORP$2750.03%HELD
156WMT2WELLS FARGO & CO$2700.03%HELD
157KLACKLA CORP$2690.03%HELD
158SPGIS&P GLOBAL INC$2680.03%HELD
159BACBANK OF AMER CORP$2660.03%HELD
160MCOMOODYS CORP$2640.03%HELD
161RMDRESMED INC$2640.03%HELD
162INTUINTUIT$2630.03%HELD
163DDOGDATADOG INC$2630.03%HELD
164SMHVANECK ETF TRUST$2620.03%HELD
165APHAMPHENOL CORP$2610.03%HELD
166HIIHUNTINGTON INGALLS INDS INC$2600.03%HELD
167PEPPEPSICO INC$2600.03%HELD
168CCLCARNIVAL CORP LTD$2600.03%HELD
169BRBROADRIDGE FINL SOLUTIONS IN$2590.03%HELD
170PHPARKER-HANNIFIN CORP$2580.03%HELD
171PGPROCTER & GAMBLE CO$2580.03%HELD
172ZTSZOETIS INC$2530.03%HELD
173ADBEADOBE INC$2520.03%HELD
174ORLYOREILLY AUTOMOTIVE INC$2510.03%HELD
175HDHOME DEPOT INC$2510.03%HELD
176FORMFORMFACTOR INC$2500.03%HELD
177CRDOCREDO TECHNOLOGY GROUP HOLDI$2500.03%HELD
178BLDTOPBUILD COR$2500.03%HELD
179XLFSELECT SECTOR SPDR TR$2490.03%HELD
180PEVERPURE INC$2460.03%HELD
181WTSWATTS WATER TECHNOLOGIES INC$2460.03%HELD
182EWEDWARDS LIFESCIENCES CORP$2460.03%HELD
183VRTVERTIV HOLDINGS CO$2460.03%HELD
184NOWSERVICENOW INC$2460.03%HELD
185UBERUBER TECHNOLOGIES INC$2440.03%HELD
186RRXREGAL REXNORD CORPORATION$2440.03%HELD
187FBINFORTUNE BRANDS INNOVATIONS I$2430.03%HELD
188NXTNEXTPOWER INC$2430.03%HELD
189ONTOONTO INNOVATION INC$2430.03%HELD
190EBAYEBAY INC.$2420.03%HELD
191VTRSVIATRIS INC$2420.03%HELD
192RMBSRAMBUS INC DEL$2420.03%HELD
193MKSIMKS INC.$2420.03%HELD
194AEISADVANCED ENERGY INDS$2420.03%HELD
195AMATAPPLIED MATLS INC$2420.03%HELD
196FNFABRINET$2410.03%HELD
197ONON SEMICONDUCTOR CORP$2410.03%HELD
198MKTXMARKETAXESS HLDGS INC$2410.03%HELD
199FDSFACTSET RESH SYS INC$2410.03%HELD
200NBIXNEUROCRINE BIOSCIENCES INC$2400.03%HELD
201BKNGBOOKING HOLDINGS INC$2400.03%HELD
202EPAMEPAM SYS INC$2400.03%HELD
203MPWRMONOLITHIC PWR SYS INC$2390.03%HELD
204ELFE L F BEAUTY INC$2390.03%HELD
205CCCCCC INTELLIGENT SOLUTIONS HL$2380.03%HELD
206ALGMALLEGRO MICROSYSTEMS INC$2370.03%HELD
207LULULULULEMON ATHLETICA INC$2370.03%HELD
208NXSTNEXSTAR MEDIA GROUP INC$2370.03%HELD
209WINGWINGSTOP INC$2370.03%HELD
210CBOECBOE GLOBAL MKTS INC$2370.03%HELD
211ENTGENTEGRIS INC$2370.03%HELD
212NEUNEWMARKET CORP$2370.03%HELD
213AMKRAMKOR TECHNOLOGY INC$2360.03%HELD
214TERTERADYNE INC$2360.03%HELD
215ACMAECOM$2360.03%HELD
216DOCNDIGITALOCEAN HLDGS INC$2360.03%HELD
217TDYTELEDYNE TECHNOLOGIES INC$2350.03%HELD
218ATRAPTARGROUP INC$2350.03%HELD
219ITTITT INC$2350.03%HELD
220DRSLEONARDO DRS INC$2350.03%HELD
221LSCCLATTICE SEMICONDUCTOR CORP$2350.03%HELD
222MODMODINE MFG CO$2350.03%HELD
223FOXAFOX CORP$2340.03%HELD
224STZCONSTELLATION BRANDS INC$2340.03%HELD
225AKAMAKAMAI TECHNOLOGIES INC$2340.03%HELD
226NDAQNASDAQ INC$2340.03%HELD
227VICRVICOR CORP$2340.03%HELD
228QUREQUANTA SVCS INC$2330.03%HELD
229CMGCHIPOTLE MEXICAN GRILL INC$2330.03%HELD
230WEXWEX INC$2330.03%HELD
231APGAPI GROUP CORP$2330.03%HELD
232MBCMASTERBRAND INC$2330.03%HELD
233JBLJABIL INC$2330.03%HELD
234MTDMETTLER TOLEDO INTERNATIONAL$2330.03%HELD
235APPAPPLOVIN CORP$2330.03%HELD
236CVNACARVANA CO$2330.03%HELD
237WSTWEST PHARMACEUTICAL SVSC INC$2320.02%HELD
238CWCURTISS WRIGHT CORP$2320.02%HELD
239BWXTBWX TECHNOLOGIES INC$2320.02%HELD
240GWWWW GRAINGER INC$2320.02%HELD
241KEYSKEYSIGHT TECHNOLOGIES INC$2320.02%HELD
242CFCF INDUSTRIES HOLD$2320.02%HELD
243DARDARLING INGREDIENTS INC$2320.02%HELD
244STRLSTERLING INFRASTRUCTURE INC$2320.02%HELD
245LDOSLEIDOS HOLDINGS INC$2320.02%HELD
246APPFAPPFOLIO INC$2310.02%HELD
247MTSIMACOM TECH SOLUTIONS HLDGS I$2310.02%HELD
248KBRKBR INC$2310.02%HELD
249AYIACUITY INC$2310.02%HELD
250CMCSACOMCAST CORP NEW$2310.02%HELD
251CASYCASEYS GEN STORES INC$2300.02%HELD
252AZOAUTOZONE INC$2300.02%HELD
253MHKMOHAWK INDS INC$2300.02%HELD
254ENPHENPHASE ENERGY INC$2300.02%HELD
255GFSGLOBALFOUNDRIES INC$2300.02%HELD
256FWONKLIBERTY MEDIA CORP DEL$2300.02%HELD
257ROSTROSS STORES INC$2300.02%HELD
258BIIBBIOGEN INC$2300.02%HELD
259VREXVAREX IMAGING CORP$2300.02%HELD
260PRIMPRIMORIS SVCS CORP$2300.02%HELD
261GPNGLOBAL PMTS INC$2300.02%HELD
262PSNPARSONS CORP DEL$2300.02%HELD
263HAYWHAYWARD HLDGS INC$2300.02%HELD
264JJACOBS SOLUTIONS INC$2300.02%HELD
265POWLPOWELL INDS INC$2300.02%HELD
266STSENSATA TECHNOLOGIES HLDG PL$2300.02%HELD
267FIXCOMFORT SYS USA INC$2300.02%HELD
268OCOWENS CORNING NEW$2300.02%HELD
269FFIVF5 INC$2290.02%HELD
270HEIHEICO CORP NEW$2290.02%HELD
271CTVACORTEVA INC$2290.02%HELD
272GEHCGE HEALTHCARE TECHNOLOGIES I$2290.02%HELD
273EMEEMCOR GROUP INC$2290.02%HELD
274WMSADVANCED DRAIN SYS INC DEL$2290.02%HELD
275HALOHALOZYME THERAPEUTICS INC$2290.02%HELD
276IESCIES HOLDINGS INC$2290.02%HELD
277TKRTIMKEN CO$2290.02%HELD
278DCIDONALDSON INC$2290.02%HELD
279GRMNGARMIN LTD$2290.02%HELD
280AOSSMITH A O CORP$2290.02%HELD
281PVHPVH CORPORATION$2290.02%HELD
282FNDFLOOR & DECOR HLDGS INC$2290.02%HELD
283MATMATTEL INC$2290.02%HELD
284CRUSCIRRUS LOGIC INC$2290.02%HELD
285DVADAVITA INC$2290.02%HELD
286HUBBHUBBELL INC$2290.02%HELD
287IDXXIDEXX LABS INC$2290.02%HELD
288ENSGENSIGN GROUP INC$2290.02%HELD
289FLSFLOWSERVE CORP$2280.02%HELD
290PLNTPLANET FITNESS MASTER ISSUER$2280.02%HELD
291UHSUNIVERSAL HLTH SVCS INC$2280.02%HELD
292BURLBURLINGTON STORES INC$2280.02%HELD
293AITAPPLIED INDL TECHNOLOGIES IN$2280.02%HELD
294LIILENNOX INTL INC$2280.02%HELD
295JAZZJAZZ PHARMACEUTICALS PLC$2280.02%HELD
296ROPROPER TECHNOLOGIES INC$2280.02%HELD
297COHRCOHERENT CORP$2280.02%HELD
298VNTVONTIER CORPORATION$2280.02%HELD
299DLBDOLBY LABORATORIES INC$2280.02%HELD
300ARMKARAMARK$2280.02%HELD
301SNASNAP ON INC$2280.02%HELD
302MNSTMONSTER BEVERAGE CORP NEW$2280.02%HELD
303CRCRANE COMPANY$2280.02%HELD
304IRINGERSOLL RAND INC$2280.02%HELD
305FOURSHIFT4 PMTS INC$2280.02%HELD
306FIVEFIVE BELOW INC$2280.02%HELD
307MASMASCO CORP$2280.02%HELD
308LOPEGRAND CANYON ED INC$2280.02%HELD
309HXLHEXCEL CORP NEW$2280.02%HELD
310LFUSLITTELFUSE INC$2280.02%HELD
311CHECHEMED CORP NEW$2280.02%HELD
312CACICACI INTL INC$2280.02%HELD
313EEFTEURONET WORLDWIDE INC$2280.02%HELD
314SIRISIRIUSXM HOLDINGS INC$2280.02%HELD
315EXLSEXLSERVICE HLDGS INC$2280.02%HELD
316FISFIDELITY NATL INFORMATION SV$2280.02%HELD
317CHWYCHEWY INC$2280.02%HELD
318WWDWOODWARD INC$2270.02%HELD
319LECOLINCOLN ELEC HLDGS INC$2270.02%HELD
320DPZDOMINOS PIZZA INC$2270.02%HELD
321DALDELTA AIR LINES INC$2270.02%HELD
322IRDMIRIDIUM COMMUNICATIONS INC$2270.02%HELD
323CORTCORCEPT THERAPEUTICS INC$2270.02%HELD
324ESABESAB CORPORATION$2270.02%HELD
325GNTXGENTEX CORP$2270.02%HELD
326CRLCHARLES RIV LABS INTL INC$2270.02%HELD
327DOCSDOXIMITY INC$2270.02%HELD
328FISVFISERV INC$2270.02%HELD
329TRMBTRIMBLE INC$2270.02%HELD
330BWABORGWARNER INC$2270.02%HELD
331GXOGXO LOGISTICS INCORPORATED$2270.02%HELD
332CCKCROWN HLDGS INC$2270.02%HELD
333COOCOOPER COS INC$2270.02%HELD
334MUSAMURPHY USA INC$2270.02%HELD
335ALLEALLEGION PLC$2270.02%HELD
336VEEVVEEVA SYS INC$2270.02%HELD
337EXPDEXPEDITORS INTL WASH INC$2270.02%HELD
338CDWCDW CORP$2270.02%HELD
339BSYBENTLEY SYS INC$2270.02%HELD
340OSKOSHKOSH CORP$2270.02%HELD
341PNRPENTAIR PLC$2270.02%HELD
342AXTAAXALTA COATING SYS LTD$2270.02%HELD
343TRUTRANSUNION$2270.02%HELD
344AWIARMSTRONG WORLD INDS INC NEW$2270.02%HELD
345MANHMANHATTAN ASSOCIATES INC$2270.02%HELD
346LKQLKQ CORP$2270.02%HELD
347IEXIDEX CORP$2270.02%HELD
348FTVFORTIVE CORP$2270.02%HELD
349CORCENCORA INC$2270.02%HELD
350TYLTYLER TECHNOLOGIES INC$2270.02%HELD
351MSIMOTOROLA SOLUTIONS INC$2270.02%HELD
352VIAVVIAVI SOLUTIONS INC$2270.02%HELD
353CNMCORE & MAIN INC$2270.02%HELD
354HWMHOWMET AEROSPACE INC$2260.02%HELD
355TTEKTETRA TECH INC NEW$2260.02%HELD
356ECLECOLAB INC$2260.02%HELD
357AAGILENT TECHNOLOGIES INC$2260.02%HELD
358ONONON HLDG AG$2260.02%HELD
359SWKSSKYWORKS SOLUTIONS INC$2260.02%HELD
360DOVDOVER CORP$2260.02%HELD
361ICEINTERCONTINENTAL EXCHANGE IN$2260.02%HELD
362DBXDROPBOX INC$2260.02%HELD
363LYVLIVE NATION ENTERTAINMENT IN$2260.02%HELD
364VRSKVERISK ANALYTICS INC$2260.02%HELD
365EAELECTRONIC ARTS INC$2260.02%HELD
366EFXEQUIFAX INC$2260.02%HELD
367LEALEAR CORP$2260.02%HELD
368ADSKAUTODESK INC$2260.02%HELD
369GSATGLOBALSTAR INC$2260.02%HELD
370THCTENET HEALTHCARE CORP$2260.02%HELD
371MSCIMSCI INC$2260.02%HELD
372BSXBOSTON SCIENTIFIC CORP$2260.02%HELD
373EXELEXELIXIS INC$2260.02%HELD
374BFAMBRIGHT HORIZONS FAM SOL IN D$2260.02%HELD
375SGISOMNIGROUP INTERNATIONAL INC$2260.02%HELD
376MORNMORNINGSTAR INC$2260.02%HELD
377COLMCOLUMBIA SPORTSWEAR CO$2260.02%HELD
378HCAHCA HEALTHCARE INC$2260.02%HELD
379SSDSIMPSON MFG INC$2260.02%HELD
380VFCV F CORP$2260.02%HELD
381SLGNSILGAN HLDGS INC$2260.02%HELD
382LVSLAS VEGAS SANDS CORP$2250.02%HELD
383TPRTAPESTRY INC$2250.02%HELD
384QRVOQORVO INC$2250.02%HELD
385GAPGAP INC$2250.02%HELD
386USFDUS FOODS HLDG CORP$2250.02%HELD
387NDSNNORDSON CORP$2250.02%HELD
388DYDYCOM INDS INC$2250.02%HELD
389CLHCLEAN HARBORS INC$2250.02%HELD
390DGXQUEST DIAGNOSTICS INC$2250.02%HELD
391TEAMATLASSIAN CORPORATION$2250.02%HELD
392DHRDANAHER CORP DEL$2250.02%HELD
393DASHDOORDASH INC$2250.02%HELD
394SNPSSYNOPSYS INC$2250.02%HELD
395GGGGRACO INC$2250.02%HELD
396GDDYGODADDY INC$2250.02%HELD
397SITESITEONE LANDSCAPE SUPPLY INC$2250.02%HELD
398NTAPNETAPP INC$2250.02%HELD
399PTCPTC INC$2250.02%HELD
400TECHBIO-TECHNE CORP$2250.02%HELD
401RGENREPLIGEN CORP$2250.02%HELD
402VRSNVERISIGN INC$2250.02%HELD
403FCNFTI CONSULTING INC$2250.02%HELD
404TXRHTEXAS ROADHOUSE INC$2250.02%HELD
405DUOLDUOLINGO INC$2240.02%HELD
406UTHRUNITED THERAPEUTICS CORP DEL$2240.02%HELD
407COKECOCA COLA CONS INC$2240.02%HELD
408ODFLOLD DOMINION FREIGHT LINE IN$2240.02%HELD
409ELANELANCO ANIMAL HEALTH INC$2240.02%HELD
410MIDDMIDDLEBY CORP$2240.02%HELD
411MEDPMEDPACE HLDGS INC$2240.02%HELD
412SCISERVICE CORP INTL$2240.02%HELD
413TFXTELEFLEX INCORPORATED$2240.02%HELD
414SNXTD SYNNEX CORPORATION$2240.02%HELD
415KRKROGER CO$2240.02%HELD
416AVYAVERY DENNISON CORP$2240.02%HELD
417HLTHILTON WORLDWIDE HLDGS INC$2240.02%HELD
418RSGREPUBLIC SVCS INC$2240.02%HELD
419CPAYCORPAY INC$2240.02%HELD
420HSICSCHEIN HENRY INC$2240.02%HELD
421HPQHP INC$2240.02%HELD
422SPOTSPOTIFY TECHNOLOGY S A$2240.02%HELD
423BIOBIO RAD LABS INC$2240.02%HELD
424BMRNBIOMARIN PHARMACEUTICAL INC$2240.02%HELD
425DTDYNATRACE INC$2240.02%HELD
426MLMMARTIN MARIETTA MATLS INC$2240.02%HELD
427INGRINGREDION INC$2240.02%HELD
428GENGEN DIGITAL INC$2240.02%HELD
429PCTYPAYLOCITY HLDG CORP$2230.02%HELD
430WDAYWORKDAY INC$2230.02%HELD
431NYTNEW YORK TIMES CO MTN BE$2230.02%HELD
432REGNREGENERON PHARMACEUTICALS$2230.02%HELD
433EXPEAGLE MATLS INC$2230.02%HELD
434CHDCHURCH & DWIGHT CO INC$2230.02%HELD
435DOCUDOCUSIGN INC$2230.02%HELD
436GGENPACT LIMITED$2230.02%HELD
437STESTERIS PLC$2230.02%HELD
438PAYCPAYCOM SOFTWARE INC$2230.02%HELD
439MARMARRIOTT INTL INC NEW$2230.02%HELD
440AVTRAVANTOR INC$2230.02%HELD
441KEXKIRBY CORP$2230.02%HELD
442BLDRBUILDERS FIRSTSOURCE INC$2230.02%HELD
443OTISOTIS WORLDWIDE CORP$2230.02%HELD
444YETIYETI HLDGS INC$2230.02%HELD
445CPNGCOUPANG INC$2230.02%HELD
446OMCOMNICOM GROUP INC$2230.02%HELD
447BYDBOYD GAMING CORP$2220.02%HELD
448BBWIBATH & BODY WORKS INC$2220.02%HELD
449HHYATT HOTELS CORP$2220.02%HELD
450SSNCSS&C TECH HLDGS$2220.02%HELD
451PEGAPEGASYSTEMS INC$2220.02%HELD
452ITGARTNER INC$2220.02%HELD
453DOXAMDOCS LTD$2220.02%HELD
454CHHCHOICE HOTELS INTL INC$2220.02%HELD
455POSTPOST HLDGS INC$2220.02%HELD
456TNLTRAVEL PLUS LEISURE CO$2220.02%HELD
457CELHCELSIUS HLDGS INC$2220.02%HELD
458BCBRUNSWICK CORP$2220.02%HELD
459NWSANEWS CORP NEW$2220.02%HELD
460HSBCHSBC HLDGS PLC$2210.02%HELD
461WLKWESTLAKE CORPORATION$2210.02%HELD
462DECKDECKERS OUTDOOR CORP$2210.02%HELD
463BJBJS WHSL CLUB HLDGS INC$2200.02%HELD
464CHTRCHARTER COMMUNICATIONS INC$2200.02%HELD
465ABNBAIRBNB INC$2200.02%HELD
466WYNNWYNN RESORTS LTD$2200.02%HELD
467ALSNALLISON TRANSMISSION HLDGS I$2200.02%HELD
468NFLXNETFLIX INC.$2200.02%HELD
469NVSTENVISTA HOLDINGS CORPORATION$2200.02%HELD
470WSMWILLIAMS SONOMA INC$2190.02%HELD
471WHWYNDHAM HOTELS & RESORTS INC$2190.02%HELD
472VMCVULCAN MATLS CO$2190.02%HELD
473MGMMGM RESORTS INTERNATIONAL$2190.02%HELD
474TTDTHE TRADE DESK INC$2190.02%HELD
475ALGNALIGN TECHNOLOGY INC$2190.02%HELD
476MTZMASTEC INC$2190.02%HELD
477GDGENERAL DYNAMICS CORP$2190.02%HELD
478EXPEEXPEDIA GROUP INC$2180.02%HELD
479DXCMDEXCOM INC$2180.02%HELD
480CLCOLGATE PALMOLIVE CO$2180.02%HELD
481TMUST-MOBILE US INC$2180.02%HELD
482FDXFEDEX CORP$2170.02%HELD
483PINSPINTEREST INC$2170.02%HELD
484CROXCROCS INC$2170.02%HELD
485CSLCARLISLE COS INC$2160.02%HELD
486THOTHOR INDS INC$2150.02%HELD
487TXTTEXTRON INC$2150.02%HELD
488ETSYETSY INC$2130.02%HELD
489GMEDGLOBUS MED INC$2120.02%HELD
490BRKRBRUKER CORP$2050.02%HELD
491OLNOLIN CORP$2010.02%HELD
492TACTRANSALTA CORP$1790.02%HELD
493STNESTONECO LTD$1630.02%HELD
494ASTLALGOMA STL GROUP INC$1230.01%HELD
495TKCTURKCELL ILETISIM$1210.01%HELD
496OECORION S.A.$840.01%HELD
497GROBRAZIL POTASH CORP$270.00%HELD
498ASTLWALGOMA STL GROUP INC$30.00%HELD

Source: SEC EDGAR · accession 0001735513-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.