MondegarAI
← Tracker

Institutional

Claret Asset Management Corp

CIK 0001735513
$837,165
Reported AUM
355
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · Claret Asset Management Corp · Q1 2026

AI · grounded in 13F

Claret Asset Management Corp established a new position in INDV with a $21,558 investment. The fund also opened new stakes in SFM for $17,057 and CDE for $5,099. On the sell side, the manager closed its position in QIPT, reducing exposure by $11,386. Other activity included increasing shares of CNI by 35.55% and trimming holdings in MSFT by 5.93%.

Portfolio · Q1 2026

BERKSHI$45,685GOOGLGIBAAPLMETAULTANOAABBVMSFTOLLIINDVCVSOther$488,427CC

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BRK/BBERKSHIRE HATHAWAY INC DEL$46K5.46%970−1.0%
2GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$41K4.95%4,985−3.3%
3GIBCGI INC$66.84-0.65%-37.31%-25.44%$37K4.37%+36,557+7.9%
4AAPLAPPLE INC$307.34-1.25%51.31%116.17%$29K3.41%1,224−1.1%
5METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$28K3.34%1,082−2.2%
6ULTAULTA BEAUTY INC$467.070.98%0.31%39.09%$28K3.31%467−0.9%
7NOANORTH AMERN CONSTR GROUP LTD$13.991.82%-21.09%0.70%$28K3.30%+9,791+0.5%
8ABBVABBVIE INC$227.231.02%23.60%135.68%$25K3.00%1,588−1.4%
9MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$24K2.81%4,003−5.9%
10OLLIOLLIES BARGAIN OUTLET HLDGS$79.023.02%-35.75%-17.62%$22K2.66%130−0.1%
11INDVINDIVIOR PHARMACEUTICALS INC$37.620.44%167.34%224.27%$22K2.58%+707,267NEW
12CVSCVS HEALTH CORP$95.931.17%56.40%37.47%$21K2.48%+1,385+0.5%
13RYROYAL BK CDA$194.04-0.48%54.50%126.91%$20K2.42%+836+0.7%
14UIUBIQUITI INC$585.673.23%39.61%90.49%$19K2.32%566−2.2%
15OCSLOAKTREE SPECIALTY LENDING CO$11.970.42%-5.67%2.21%$19K2.25%+7,899+0.5%
16SFMSPROUTS FMRS MKT INC$82.873.35%-51.01%237.14%$17K2.04%+221,140NEW
17CNICANADIAN NATL RY CO$120.380.74%16.95%21.55%$17K2.01%+42,783+35.5%
18JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$14K1.71%761−1.3%
19CMCANADIAN IMPERIAL BANK OF CO$108.84-0.25%61.06%129.21%$14K1.64%2,355−1.6%
20MRKMERCK & CO INC$120.790.44%58.51%82.35%$14K1.64%+1,055+0.9%
21CTSHCOGNIZANT TECHNOLOGY SOLUTIO$53.21-0.36%-32.32%-21.38%$13K1.55%+34,968+19.8%
22CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$13K1.54%2,605−1.5%
23BMOBANK MONTREAL QUE$164.37-0.51%54.64%100.46%$12K1.43%500−0.6%
24TDTORONTO DOMINION BK ONT$113.16-0.52%63.73%107.71%$12K1.38%+939+0.8%
25GOOGALPHABET INC$365.76-0.95%109.82%172.71%$12K1.38%2,208−5.2%
26BMYBRISTOL-MYERS SQUIBB CO$57.271.18%24.21%3.16%$12K1.38%+3,414+1.8%
27SUNCSUNOCOCORP LLC$66.92-0.80%40.37%40.26%$11K1.26%28,369−14.2%
28CCITIGROUP INC$132.47-1.98%73.11%132.92%$10K1.19%24−0.0%
29WRNWESTERN COPPER & GOLD CORP$2.48-15.36%85.04%30.67%$9K1.12%HELD
30PFEPFIZER INC$26.041.36%19.31%-21.41%$8K0.97%+2,911+1.0%
31SHELSHELL PLC$85.40-1.53%$7K0.89%574−0.7%
32BNSBANK NOVA SCOTIA HALIFAX$80.56-1.02%$7K0.87%+2,366+2.3%
33WMTWALMART INC$118.880.97%$7K0.84%242−0.4%
34ARISARIS MNG CORP$15.23-11.14%$6K0.76%24,649−6.7%
35BCEBCE INC$24.40-0.06%$6K0.71%+6,322+2.7%
36NVONOVO-NORDISK A S$42.96-1.81%$6K0.69%+4,737+3.1%
37COSTCOSTCO WHSL CORP NEW$971.87-0.05%$6K0.68%+3+0.1%
38NVDANVIDIA CORPORATION$205.10-6.20%$6K0.68%1,979−5.7%
39BABOEING CO$215.45-0.91%$5K0.65%321−1.2%
40CDECOEUR MNG INC$16.37-11.42%$5K0.61%+272,745NEW
41PYPLPAYPAL HLDGS INC$41.29-3.42%$5K0.56%1,086−1.0%
42TSCOTRACTOR SUPPLY CO$29.910.42%$5K0.55%+1,667+1.7%
43DLTRDOLLAR TREE INC$108.80-0.43%$5K0.55%53−0.1%
44CAHCARDINAL HEALTH INC$205.711.97%$4K0.52%71−0.3%
45QCOMQUALCOMM INC$215.94-10.98%$4K0.51%74−0.2%
46SAICSCIENCE APPLICATIONS INTL CO$114.35-1.90%$4K0.46%26−0.1%
47ISRGINTUITIVE SURGICAL INC$422.060.77%$4K0.46%+1,754+26.6%
48MCKMCKESSON CORP$775.662.47%$4K0.45%15−0.3%
49TUTELUS CORPORATION$12.330.17%$3K0.41%3,966−1.5%
50NVTNVENT ELECTRIC PLC$163.250.24%$3K0.39%1,013−3.6%
51CCJCAMECO CORP$103.44-9.28%$3K0.38%89−0.3%
52MFCMANULIFE FINL CORP$38.710.55%$3K0.36%257−0.3%
53CLSCELESTICA INC$371.71-12.61%$3K0.32%+16+0.2%
54BGSIBOYD GROUP SERVICES INC$101.85-1.22%$2K0.27%178−1.0%
55CABO 1.125 03/15/28CABLE ONE INC$2K0.26%HELD
56AEMAGNICO EAGLE MINES LTD$163.66-7.41%$2K0.26%+18+0.2%
57CPCANADIAN PACIFIC KANSAS CITY$89.930.48%$2K0.25%+911+3.5%
58ICLNISHARES TR$21.32-7.71%$2K0.25%HELD
59CAECAE INC$25.39-0.45%$2K0.25%304−0.4%
60PHYSSPROTT ASSET MANAGEMENT LP$32.54-3.76%$2K0.24%4,550−7.5%
61NEMNEWMONT CORP$99.71-7.96%$2K0.23%4,309−19.2%
62SPYSPDR S&P 500 ETF TR$737.55-2.58%$2K0.22%+8+0.3%
63BBCN 3 02/15/29BLACKBERRY LTD$2K0.21%HELD
64AMGNAMGEN INC$349.581.15%$2K0.21%14−0.3%
65KOCOCA COLA CO$79.483.46%$2K0.19%167−0.8%
66PBAPEMBINA PIPELINE CORP$49.150.68%$2K0.18%+2,791+8.9%
67MDTMEDTRONIC PLC$81.67-0.32%$1K0.18%77−0.4%
68STNSTANTEC INC$73.88-1.86%$1K0.18%163−0.9%
69AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$1K0.17%HELD
70GWRSGLOBAL WTR RES INC$7.11-1.73%$1K0.16%40,111−18.1%
71TFIITFI INTL INC$159.50-0.51%$1K0.16%+132+1.1%
72SHWSHERWIN WILLIAMS CO$305.301.74%$1K0.16%+2+0.0%
73TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$1K0.14%+6+0.1%
74VVISA INC$323.571.06%$1K0.14%+178+4.7%
75NPKNATIONAL PRESTO INDS INC$129.61-2.26%$1K0.13%30−0.4%
76TAPMOLSON COORS BEVERAGE CO$39.080.05%$1K0.13%+4+0.0%
77IAGIAMGOLD CORP$15.581.04%$1K0.12%5,400−8.9%
78ENBENBRIDGE INC$56.31-0.76%$1K0.12%+4,661+32.7%
79AMZNAMAZON COM INC$246.03-3.06%$9820.12%208−4.2%
80ZBHZIMMER BIOMET HOLDINGS INC$87.330.74%$9800.12%6−0.1%
81GOOSCANADA GOOSE HLDGS INC$9.780.00%$9530.11%+20+0.0%
82WCNWASTE CONNECTIONS INC$155.220.82%$9240.11%+1+0.0%
83RBARB GLOBAL INC$104.49-0.99%$9020.11%23−0.2%
84ZNGAZOOM COMMUNICATIONS INC$8350.10%+1,501+16.9%
85OROR ROYALTIES INC.$34.180.92%$7980.10%1,901−8.3%
86OTEXOPEN TEXT CORP$22.98-0.61%$7850.09%58−0.2%
87LOWLOWES COS INC$210.741.55%$7840.09%HELD
88TSLATESLA INC$391.00-6.56%$7780.09%30−1.4%
89JPMJPMORGAN CHASE & CO.$312.370.48%$7770.09%35−1.3%
90IQVIQVIA HLDGS INC$184.410.52%$7720.09%HELD
91AMDADVANCED MICRO DEVICES INC$466.38-10.86%$7610.09%35−0.9%
92VGTVANGUARD WORLD FD$115.28-6.14%$7590.09%6−0.5%
93PSKYPARAMOUNT SKYDANCE CORP$9.93-2.80%$7550.09%21,532−20.5%
94TERTERADYNE INC$357.93-12.03%$7510.09%+1+0.0%
95DSGXDESCARTES SYS GROUP INC$75.39-0.09%$7050.08%+54+0.6%
96MAMASTERCARD INCORPORATED$491.081.93%$7020.08%+37+2.7%
97SANGSANGOMA TECHNOLOGIES CORP$3.500.00%$6590.08%+39+0.0%
98SHOPSHOPIFY INC$109.54-5.60%$6410.08%+897+19.9%
99SLFSUN LIFE FINANCIAL INC.$73.721.04%$6370.08%+1,368+15.5%
100COHRCOHERENT CORP$376.99-10.64%$6250.07%HELD
101TACTRANSALTA CORP$6230.07%HELD
102KVUEKENVUE INC$6220.07%94,641−72.4%
103DCBODOCEBO INC$6150.07%+8+0.0%
104WBDWARNER BROS DISCOVERY INC$6150.07%113−0.5%
105SUSUNCOR ENERGY INC NEW$5990.07%+335+3.8%
106ESIELEMENT SOLUTIONS INC$5900.07%126,288−88.0%
107FIXCOMFORT SYS USA INC$5890.07%HELD
108UHAL/BU HAUL HOLDING COMPANY$5740.07%7−0.1%
109QQQINVESCO QQQ TR$5480.07%+45+5.0%
110GILGILDAN ACTIVEWEAR INC$5470.07%+49+0.5%
111ORCLORACLE CORP$5430.06%+178+5.1%
112MKSIMKS INC.$5240.06%HELD
113VVXV2X INC$5210.06%10−0.1%
114VOOVANGUARD INDEX FDS$5210.06%+2+0.2%
115EVH 3.5 12/01/29EVOLENT HEALTH INC$5210.06%HELD
116FNVFRANCO NEV CORP$5190.06%+431+25.8%
117LMTLOCKHEED MARTIN CORP$5030.06%77−8.5%
118AMKRAMKOR TECHNOLOGY INC$4870.06%+2+0.0%
119EMREMERSON ELEC CO$4850.06%500−11.9%
120UTHRUNITED THERAPEUTICS CORP DEL$4780.06%HELD
121ONTOONTO INNOVATION INC$4750.06%HELD
122HRBBLOCK H & R INC$4660.06%HELD
123CATCATERPILLAR INC$4640.06%6−0.9%
124VLOVALERO ENERGY CORP$4600.05%131−6.6%
125TRPTC ENERGY CORP$4470.05%47−0.7%
126REZIRESIDEO TECHNOLOGIES INC$4360.05%184−1.4%
127AMATAPPLIED MATLS INC$4310.05%8−0.6%
128MMM3M CO$4280.05%8−0.3%
129MTZMASTEC INC$4280.05%HELD
130LSCCLATTICE SEMICONDUCTOR CORP$4230.05%HELD
131HIIHUNTINGTON INGALLS INDS INC$4080.05%HELD
132JAZZJAZZ PHARMACEUTICALS PLC$4050.05%HELD
133ANETARISTA NETWORKS INC$4040.05%+9+0.3%
134FIVEFIVE BELOW INC$4000.05%HELD
135COKECOCA COLA CONS INC$3940.05%HELD
136KEYSKEYSIGHT TECHNOLOGIES INC$3930.05%HELD
137AVGOBROADCOM INC$3920.05%HELD
138AMEAMETEK INC$3920.05%+245+15.5%
139KLACKLA CORP$3910.05%5−1.9%
140IBMINTERNATIONAL BUSINESS MACHS$3900.05%25−1.5%
141VTVANGUARD INTL EQUITY INDEX F$3890.05%HELD
142ROSTROSS STORES INC$3880.05%+1+0.1%
143BBYBEST BUY INC$3850.05%HELD
144IPGPIPG PHOTONICS CORP$3830.05%+1+0.0%
145ELANELANCO ANIMAL HEALTH INC$3830.05%+3+0.0%
146GTLSCHART INDS INC$3820.05%5−0.3%
147AXPAMERICAN EXPRESS CO$3770.05%+15+1.2%
148TPRTAPESTRY INC$3710.04%HELD
149DARDARLING INGREDIENTS INC$3710.04%+1+0.0%
150MCDMCDONALDS CORP$3700.04%+26+2.2%
151BWABORGWARNER INC$3700.04%+1+0.0%
152TMOTHERMO FISHER SCIENTIFIC INC$3640.04%+132+21.7%
153VTRSVIATRIS INC$3610.04%+4+0.0%
154MTSIMACOM TECH SOLUTIONS HLDGS I$3580.04%+1+0.1%
155FDXFEDEX CORP$3560.04%10−1.0%
156VDEVANGUARD WORLD FD$3550.04%+50+2.5%
157MEDPMEDPACE HLDGS INC$3530.04%HELD
158WLKWESTLAKE CORPORATION$3510.04%HELD
159NYTNEW YORK TIMES CO$3450.04%+1+0.0%
160LFUSLITTELFUSE INC$3440.04%HELD
161REGNREGENERON PHARMACEUTICALS$3390.04%HELD
162GMEDGLOBUS MED INC$3370.04%+1+0.0%
163BIIBBIOGEN INC$3360.04%+1+0.1%
164BRKRBRUKER CORP$3340.04%+1+0.0%
165WWDWOODWARD INC$3330.04%HELD
166QUREQUANTA SVCS INC$3300.04%HELD
167AKAMAKAMAI TECHNOLOGIES INC$3300.04%HELD
168CSXCSX CORP$3300.04%+1+0.0%
169CASYCASEYS GEN STORES INC$3290.04%HELD
170CFCF INDUSTRIES HOLD$3270.04%+2,515NEW
171WABWABTEC$3270.04%HELD
172PHPARKER-HANNIFIN CORP$3270.04%+5+1.4%
173GEGE AEROSPACE$3260.04%81−6.6%
174HXLHEXCEL CORP NEW$3250.04%+1+0.0%
175BURLBURLINGTON STORES INC$3230.04%HELD
176EMEEMCOR GROUP INC$3190.04%HELD
177CWCURTISS WRIGHT CORP$3190.04%+1+0.2%
178WATWATERS CORP$3180.04%+18+1.7%
179TKRTIMKEN CO$3140.04%+1+0.0%
180CRUSCIRRUS LOGIC INC$3120.04%+1+0.0%
181PLTRPALANTIR TECHNOLOGIES INC$3110.04%HELD
182EXPEEXPEDIA GROUP INC$3090.04%HELD
183SDASEALED AIR CORP NEW$3080.04%+1+0.0%
184APHAMPHENOL CORP NEW$3070.04%+1+0.0%
185PANWPALO ALTO NETWORKS INC$3070.04%+128+7.2%
186OLNOLIN CORP$3060.04%+2+0.0%
187TNLTRAVEL PLUS LEISURE CO$3050.04%+1+0.0%
188CRMSALESFORCE INC$3040.04%11−0.7%
189OSKOSHKOSH CORP$2990.04%+14+0.7%
190EAELECTRONIC ARTS INC$2960.04%HELD
191HPEHEWLETT PACKARD ENTERPRISE C$2960.04%+2+0.0%
192NVSTENVISTA HOLDINGS CORPORATION$2950.04%+2+0.0%
193EBAYEBAY INC.$2940.04%+1+0.0%
194LEALEAR CORP$2940.04%HELD
195RRXREGAL REXNORD CORPORATION$2930.03%HELD
196LLYELI LILLY & CO$2930.03%1−0.3%
197PEPPEPSICO INC$2900.03%117−5.9%
198HCAHCA HEALTHCARE INC$2870.03%HELD
199SAMBOSTON BEER INC$2860.03%HELD
200HWMHOWMET AEROSPACE INC$2850.03%+1+0.1%
201EXPDEXPEDITORS INTL WASH INC$2850.03%+1+0.1%
202CHGG 0 09/01/26CHEGG INC$2850.03%HELD
203CLHCLEAN HARBORS INC$2840.03%HELD
204NDSNNORDSON CORP$2830.03%HELD
205ALSNALLISON TRANSMISSION HLDGS I$2830.03%HELD
206CBOECBOE GLOBAL MKTS INC$2810.03%HELD
207JBLJABIL INC$2800.03%+1+0.1%
208HALOHALOZYME THERAPEUTICS INC$2790.03%+1+0.0%
209MUSAMURPHY USA INC$2770.03%HELD
210TDYTELEDYNE TECHNOLOGIES INC$2740.03%+4+0.9%
211MARMARRIOTT INTL INC NEW$2740.03%HELD
212YETIYETI HLDGS INC$2740.03%+1+0.0%
213LECOLINCOLN ELEC HLDGS INC$2730.03%HELD
214USFDUS FOODS HLDG CORP$2730.03%+1+0.0%
215ODFLOLD DOMINION FREIGHT LINE IN$2730.03%HELD
216APGAPI GROUP CORP$2730.03%+1+0.0%
217MNSTMONSTER BEVERAGE CORP NEW$2730.03%+1+0.0%
218APPAPPLOVIN CORP$2730.03%HELD
219WMSADVANCED DRAIN SYS INC DEL$2710.03%+1+0.1%
220CDNSCADENCE DESIGN SYSTEM INC$2700.03%+169+21.0%
221SNPSSYNOPSYS INC$2700.03%+4+0.6%
222STSENSATA TECHNOLOGIES HLDG PL$2690.03%+1+0.0%
223ONON SEMICONDUCTOR CORP$2680.03%+1+0.0%
224CACICACI INTL INC$2680.03%HELD
225TDCTERADATA CORP DEL$2680.03%+2+0.0%
226HO1HOLOGIC INC$2660.03%+1+0.0%
227CORCENCORA INC$2650.03%+64+8.2%
228DISDISNEY WALT CO$2640.03%125−4.4%
229KEXKIRBY CORP$2640.03%+1+0.1%
230CRLCHARLES RIV LABS INTL INC$2630.03%HELD
231LSTRLANDSTAR SYS INC$2630.03%HELD
232WSTWEST PHARMACEUTICAL SVSC INC$2620.03%11−1.0%
233WMT2WELLS FARGO CO NEW$2620.03%+5+0.2%
234HLTHILTON WORLDWIDE HLDGS INC$2620.03%+1+0.1%
235BIOBIO RAD LABS INC$2610.03%HELD
236DOVDOVER CORP$2600.03%6−0.5%
237PGPROCTER AND GAMBLE CO$2570.03%10−0.6%
238ORLYOREILLY AUTOMOTIVE INC$2560.03%+1+0.0%
239WSMWILLIAMS SONOMA INC$2540.03%HELD
240NBIXNEUROCRINE BIOSCIENCES INC$2530.03%8−0.4%
241SITESITEONE LANDSCAPE SUPPLY INC$2530.03%HELD
242ACNACCENTURE PLC IRELAND$2530.03%+135+11.8%
243GDGENERAL DYNAMICS CORP$2530.03%+6+0.8%
244AITAPPLIED INDL TECHNOLOGIES IN$2520.03%HELD
245DGXQUEST DIAGNOSTICS INC$2520.03%HELD
246FCNFTI CONSULTING INC$2520.03%+1+0.1%
247EWEDWARDS LIFESCIENCES CORP$2510.03%15−0.5%
248SSDSIMPSON MFG INC$2500.03%HELD
249FTNTFORTINET INC$2490.03%HELD
250THCTENET HEALTHCARE CORP$2490.03%HELD
251IDXXIDEXX LABS INC$2490.03%HELD
252MGMMGM RESORTS INTERNATIONAL$2480.03%+1+0.0%
253DVADAVITA INC$2480.03%+1,616NEW
254BLDTOPBUILD CORP$2480.03%HELD
255GWWWW GRAINGER INC$2470.03%HELD
256MLMMARTIN MARIETTA MATLS INC$2470.03%+4+1.0%
257SYKSTRYKER CORPORATION$2460.03%+9+1.2%
258IEXIDEX CORP$2460.03%HELD
259MTDMETTLER TOLEDO INTERNATIONAL$2460.03%1−0.5%
260MCOMOODYS CORP$2440.03%17−3.0%
261PPURE STORAGE INC$2440.03%+1+0.0%
262HDHOME DEPOT INC$2430.03%688−48.2%
263GXOGXO LOGISTICS INCORPORATED$2420.03%+1+0.0%
264CNQCANADIAN NAT RES LTD MED TER$2420.03%+4,953NEW
265NXSTNEXSTAR MEDIA GROUP INC$2400.03%HELD
266FTVFORTIVE CORP$2400.03%+1+0.0%
267VREXVAREX IMAGING CORP$2390.03%312−1.4%
268MSIMOTOROLA SOLUTIONS INC$2390.03%+5+0.9%
269BYDBOYD GAMING CORP$2380.03%+1+0.0%
270WEXWEX INC$2380.03%HELD
271VMCVULCAN MATLS CO$2370.03%7−0.8%
272HHYATT HOTELS CORP$2360.03%HELD
273FOXAFOX CORP$2350.03%+1+0.0%
274BMRNBIOMARIN PHARMACEUTICAL INC$2340.03%HELD
275SIRISIRIUSXM HOLDINGS INC$2340.03%+1+0.0%
276LYVLIVE NATION ENTERTAINMENT IN$2330.03%9−0.6%
277SPGIS&P GLOBAL INC$2330.03%HELD
278KRKROGER CO$2320.03%HELD
279AZOAUTOZONE INC$2310.03%HELD
280SCISERVICE CORP INTL$2310.03%HELD
281ALLEALLEGION PLC$2310.03%+1+0.1%
282AWIARMSTRONG WORLD INDS INC NEW$2310.03%+1+0.1%
283TECHBIO-TECHNE CORP$2310.03%+1+0.0%
284UHSUNIVERSAL HLTH SVCS INC$2300.03%HELD
285COOCOOPER COS INC$2300.03%HELD
286HSICHENRY SCHEIN INC$2300.03%+1+0.0%
287CPRTCOPART INC$2300.03%+99+1.4%
288TFXTELEFLEX INCORPORATED$2290.03%HELD
289XLFSELECT SECTOR SPDR TR$2290.03%37−0.8%
290LDOSLEIDOS HOLDINGS INC$2290.03%HELD
291TXTTEXTRON INC$2290.03%HELD
292BACBANK AMERICA CORP$2280.03%370−7.3%
293WHWYNDHAM HOTELS & RESORTS INC$2270.03%HELD
294ETSYETSY INC$2260.03%+1+0.0%
295ZTSZOETIS INC$2260.03%+1,912NEW
296CTASCINTAS CORP$2260.03%59−4.2%
297CHDCHURCH & DWIGHT CO INC$2250.03%HELD
298AVYAVERY DENNISON CORP$2250.03%HELD
299EXELEXELIXIS INC$2250.03%+1+0.0%
300FFIVF5 INC$2240.03%+774NEW
301GTESGATES INDL CORP PLC$2240.03%+2+0.0%
302JJACOBS SOLUTIONS INC$2240.03%7−0.4%
303STZCONSTELLATION BRANDS INC$2220.03%+1+0.1%
304NTAPNETAPP INC$2220.03%+1+0.0%
305HAYWHAYWARD HLDGS INC$2220.03%+3+0.0%
306NDAQNASDAQ INC$2210.03%+1+0.0%
307DHRDANAHER CORPORATION$2200.03%+8+0.7%
308ARMKARAMARK$2200.03%+1+0.0%
309DECKDECKERS OUTDOOR CORP$2200.03%+1+0.0%
310VNTVONTIER CORPORATION$2190.03%+1+0.0%
311AAGILENT TECHNOLOGIES INC$2190.03%HELD
312FICOFAIR ISAAC CORP$2180.03%HELD
313IRINGERSOLL RAND INC$2180.03%+1+0.0%
314RGENREPLIGEN CORP$2180.03%HELD
315MSCIMSCI INC$2170.03%HELD
316TAT&T INC$2160.03%+7,447NEW
317ABNBAIRBNB INC$2160.03%5−0.3%
318MHKMOHAWK INDS INC$2150.03%+1+0.0%
319MASMASCO CORP$2150.03%HELD
320EXPEAGLE MATLS INC$2120.03%HELD
321ENPHENPHASE ENERGY INC$2120.03%+5,598NEW
322STNESTONECO LTD$2120.03%100−0.7%
323STESTERIS PLC$2120.03%HELD
324AXTAAXALTA COATING SYS LTD$2120.03%+1+0.0%
325AYIACUITY INC$2120.03%HELD
326QRVOQORVO INC$2110.03%+1+0.0%
327ALGMALLEGRO MICROSYSTEMS INC$2110.03%+6,695NEW
328IRDMIRIDIUM COMMUNICATIONS INC$2110.03%+7,618NEW
329MIDDMIDDLEBY CORP$2090.02%HELD
330ALGNALIGN TECHNOLOGY INC$2080.02%+1,216NEW
331POSTPOST HLDGS INC$2080.02%HELD
332IBITISHARES BITCOIN TRUST ETF$2070.02%HELD
333RSGREPUBLIC SVCS INC$2050.02%+937NEW
334LOPEGRAND CANYON ED INC$2050.02%HELD
335EPAMEPAM SYS INC$2050.02%+1+0.1%
336THOTHOR INDS INC$2040.02%+1+0.0%
337CPAYCORPAY INC$2040.02%HELD
338CSLCARLISLE COS INC$2040.02%+612NEW
339EFAISHARES TR$2030.02%HELD
340TXRHTEXAS ROADHOUSE INC$2010.02%+1+0.1%
341MBCMASTERBRAND INC$1980.02%3,089−11.5%
342DXCDXC TECHNOLOGY CO$1910.02%+3+0.0%
343MATMATTEL INC$1680.02%+2+0.0%
344CCCCCC INTELLIGENT SOLUTIONS HL$1460.02%+4+0.0%
345DVDOUBLEVERIFY HLDGS INC$1460.02%+3+0.0%
346GTMZOOMINFO TECHNOLOGIES INC$1360.02%+3+0.0%
347TKCTURKCELL ILETISIM HIZMETLERI$1350.02%125−0.6%
348CLVTCLARIVATE PLC$1340.02%+8+0.0%
349AVTRAVANTOR INC$1330.02%+3+0.0%
350ASTLALGOMA STL GROUP INC$1250.01%HELD
351CERTCERTARA INC$1150.01%+4+0.0%
352COTYCOTY INC$1000.01%+8+0.0%
353OECORION S.A.$830.01%72−0.6%
354GROBRAZIL POTASH CORP$410.00%+12,500NEW
355ASTLWALGOMA STL GROUP INC$100.00%HELD
356QIPTQUIPT HOME MEDICAL CORP3,225,309EXITED
357NGDNNEW GOLD INC CDA550,000EXITED
358DENNDENNYS CORP170,723EXITED
359WWWW INTL INC10,015EXITED
360GGENPACT LIMITED5,257EXITED
361SSNCSS&C TECHNOLOGIES HLDGS INC2,798EXITED
362BKNGBOOKING HOLDINGS INC45EXITED
363TRMBTRIMBLE INC3,026EXITED
364PTCPTC INC1,351EXITED
365INTUINTUIT347EXITED
366ADBEADOBE INC658EXITED
367PNRPENTAIR PLC2,209EXITED
368PLNTPLANET FITNESS INC2,106EXITED
369BSXBOSTON SCIENTIFIC CORP2,395EXITED
370CELHCELSIUS HLDGS INC4,988EXITED
371HEIHEICO CORP NEW703EXITED
372LULULULULEMON ATHLETICA INC1,087EXITED
373DBXDROPBOX INC8,136EXITED
374NKENIKE INC3,545EXITED
375ADSKAUTODESK INC764EXITED
376GPNGLOBAL PMTS INC2,906EXITED
377FBINFORTUNE BRANDS INNOVATIONS I4,461EXITED
378EXLSEXLSERVICE HOLDINGS INC5,204EXITED
379TTEKTETRA TECH INC NEW6,420EXITED
380FWONKLIBERTY MEDIA CORP DEL2,174EXITED
381NOWSERVICENOW INC1,396EXITED
382DPZDOMINOS PIZZA INC512EXITED
383HPQHP INC9,543EXITED
384GENGEN DIGITAL INC7,816EXITED
385ESABESAB CORPORATION1,897EXITED
386ACMAECOM2,179EXITED
387OTISOTIS WORLDWIDE CORP2,369EXITED
388AXONAXON ENTERPRISE INC364EXITED
389DOCUDOCUSIGN INC2,992EXITED
390ICEINTERCONTINENTAL EXCHANGE IN1,260EXITED
391COFCAPITAL ONE FINL CORP837EXITED
392NWSANEWS CORP NEW7,775EXITED
393DOXAMDOCS LTD2,514EXITED
394MKTXMARKETAXESS HLDGS INC1,116EXITED
395MANHMANHATTAN ASSOCIATES INC1,159EXITED
396BLDRBUILDERS FIRSTSOURCE INC1,955EXITED
397PPCPILGRIMS PRIDE CORP5,137EXITED
398CXTCRANE NXT CO4,257EXITED
399PSNPARSONS CORP DEL3,243EXITED

Source: SEC EDGAR · accession 0001735513-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.