Claret Asset Management Corp Diversified Active

CIK: 0001735513 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 29, 2020

Total Value ($000): $448,924 (100.0% shares, 0.0% debt)

Holdings (169)

GIB CGI INC 7.1%
Value ($000) $31,799 Shares 468,682 Est. Cost $65.67 Unrealized +3.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 5.0%
Value ($000) $22,541 Shares 105,855 Est. Cost $197.45 Unrealized +3.6%
AAPL APPLE INC 4.7%
Value ($000) $21,171 Shares 182,806 Est. Cost $88.37 Unrealized +19.9%
META FACEBOOK INC 4.2%
Value ($000) $18,789 Shares 71,742 Est. Cost $181.00 Unrealized +41.5%
OLLI OLLIES BARGAIN OUTLT HLDGS I 3.9%
Value ($000) $17,435 Shares 199,605 Est. Cost $70.62 Unrealized +38.5%
MSFT MICROSOFT CORP 3.9%
Value ($000) $17,424 Shares 82,841 Est. Cost $75.26 Unrealized +166.8%
NOA NORTH AMERICAN CONST 3.6%
Value ($000) $15,953 Shares 2,451,088 Est. Cost $6.22 Unrealized +7.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 3.2%
Value ($000) $14,143 Shares 203,730 Est. Cost $59.57 Unrealized +0.6%
ALYAF ALITHYA GROUP INC 3.1%
Value ($000) $13,848 Shares 6,087,839 Est. Cost $3.17 Unrealized -42.7%
CSCO CISCO SYS INC 3.0%
Value ($000) $13,247 Shares 336,295 Est. Cost $28.78 Unrealized +28.8%
CVS CVS HEALTH CORP 2.7%
Value ($000) $12,294 Shares 210,509 Est. Cost $54.41 Unrealized -3.7%
ABBV ABBVIE INC 2.6%
Value ($000) $11,846 Shares 135,248 Est. Cost $66.99 Unrealized +13.9%
GOOGL ALPHABET INC 2.3%
Value ($000) $10,476 Shares 7,148 Est. Cost $60.27 Unrealized +25.5%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $10,327 Shares 69,363 Est. Cost $110.71 Unrealized +14.7%
ULTA ULTA BEAUTY INC 1.9%
Value ($000) $8,743 Shares 39,035 Est. Cost $257.45 Unrealized -16.4%
OAKTREE SPECIALTY LENDING CO 1.9%
Value ($000) $8,467 Shares 1,749,446 Est. Cost $4.59 Unrealized
RY ROYAL BK CDA MONTREAL QUE 1.8%
Value ($000) $8,173 Shares 116,459 Est. Cost $78.92 Unrealized -8.9%
PYPL PAYPAL HLDGS INC 1.7%
Value ($000) $7,764 Shares 39,407 Est. Cost $73.39 Unrealized +156.0%
DENNYS CORP 1.5%
Value ($000) $6,796 Shares 679,579 Est. Cost $10.05 Unrealized
ACM AECOM 1.4%
Value ($000) $6,318 Shares 151,002 Est. Cost $34.93 Unrealized +4.9%
QCOM QUALCOMM INC 1.4%
Value ($000) $6,278 Shares 53,350 Est. Cost $48.60 Unrealized +95.8%
OEC ORION ENGINEERED CARBONS S A 1.4%
Value ($000) $6,193 Shares 495,054 Est. Cost $23.47 Unrealized -49.0%
BA BOEING CO 1.3%
Value ($000) $5,903 Shares 35,722 Est. Cost $153.71 Unrealized +10.9%
UI UBIQUITI INC 1.2%
Value ($000) $5,502 Shares 33,013 Est. Cost $120.85 Unrealized +45.9%
MDT MEDTRONIC PLC SHS 1.2%
Value ($000) $5,247 Shares 50,492 Est. Cost $64.98 Unrealized +32.7%
TSCO TRACTOR SUPPLY CO 1.1%
Value ($000) $4,800 Shares 33,484 Est. Cost $12.43 Unrealized +112.0%
JUST ENERGY GROUP INC 1.0%
Value ($000) $4,526 Shares 868,781 Est. Cost $5.21 Unrealized
WRN WESTERN COPPER & GOLD CORP 1.0%
Value ($000) $4,498 Shares 3,698,800 Est. Cost $0.57 Unrealized +117.1%
BMO BANK MONTREAL 1.0%
Value ($000) $4,402 Shares 75,340 Est. Cost $55.98 Unrealized -17.4%
WMT WALMART INC 1.0%
Value ($000) $4,283 Shares 30,616 Est. Cost $26.75 Unrealized +54.5%
CM CDN IMPERIAL BK COMM TORONTO 0.9%
Value ($000) $3,924 Shares 52,522 Est. Cost $30.28 Unrealized -5.1%
PII POLARIS INDS INC 0.8%
Value ($000) $3,798 Shares 40,254 Est. Cost $117.62 Unrealized -16.3%
SAIC SCIENCE APPLICATNS INTL CP N 0.8%
Value ($000) $3,716 Shares 47,380 Est. Cost $72.33 Unrealized +8.9%
GWRS GLOBAL WTR RES INC 0.8%
Value ($000) $3,644 Shares 338,032 Est. Cost $7.75 Unrealized +24.7%
CAE CAE INC 0.8%
Value ($000) $3,612 Shares 246,988 Est. Cost $15.47 Unrealized -2.2%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $3,424 Shares 10,224 Est. Cost $260.02 Unrealized
VREX VAREX IMAGING CORP 0.7%
Value ($000) $3,218 Shares 252,979 Est. Cost $35.92 Unrealized -61.9%
VIACOMCBS INC 0.7%
Value ($000) $3,049 Shares 108,869 Est. Cost $41.97 Unrealized
DLTR DOLLAR TREE INC 0.6%
Value ($000) $2,843 Shares 31,128 Est. Cost $97.72 Unrealized -3.7%
TD TORONTO DOMINION BK ONT 0.6%
Value ($000) $2,686 Shares 58,047 Est. Cost $56.02 Unrealized -16.9%
GOOG ALPHABET INC 0.6%
Value ($000) $2,617 Shares 1,781 Est. Cost $57.22 Unrealized +32.3%
ESI ELEMENT SOLUTIONS INC 0.5%
Value ($000) $2,296 Shares 218,464 Est. Cost $10.31 Unrealized -1.1%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $2,248 Shares 92,830 Est. Cost $29.60 Unrealized
TARO PHARMACEUTICAL INDS LTD 0.5%
Value ($000) $2,105 Shares 38,382 Est. Cost $104.91 Unrealized
BCE BCE INC 0.4%
Value ($000) $2,008 Shares 48,440 Est. Cost $28.25 Unrealized +3.6%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,963 Shares 16,136 Est. Cost $100.57 Unrealized -6.7%
PFE PFIZER INC 0.4%
Value ($000) $1,960 Shares 53,414 Est. Cost $24.43 Unrealized +11.0%
NPK NATIONAL PRESTO INDS INC 0.4%
Value ($000) $1,893 Shares 23,130 Est. Cost $109.11 Unrealized -20.0%
BBY BEST BUY INC 0.4%
Value ($000) $1,810 Shares 16,267 Est. Cost $44.40 Unrealized +84.3%
OAKTREE STRATEGIC INCOME COR 0.4%
Value ($000) $1,694 Shares 260,158 Est. Cost $6.34 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $1,597 Shares 6,282 Est. Cost $138.27 Unrealized +51.5%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,596 Shares 2,290 Est. Cost $122.22 Unrealized +70.4%
ZBH ZIMMER BIOMET HLDGS INC 0.4%
Value ($000) $1,594 Shares 11,712 Est. Cost $106.49 Unrealized +17.4%
BNS BANK NOVA SCOTIA B C 0.3%
Value ($000) $1,563 Shares 37,635 Est. Cost $41.89 Unrealized -24.9%
TSLA TESLA INC 0.3%
Value ($000) $1,386 Shares 3,230 Est. Cost $77.86 Unrealized +51.6%
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $1,377 Shares 36,720 Est. Cost $29.57 Unrealized +11.8%
CANADIAN PAC RY LTD 0.3%
Value ($000) $1,347 Shares 4,429 Est. Cost $188.16 Unrealized
NVT NVENT ELECTRIC PLC 0.3%
Value ($000) $1,314 Shares 74,270 Est. Cost $21.85 Unrealized -22.1%
CAH CARDINAL HEALTH INC COM 0.3%
Value ($000) $1,307 Shares 27,836 Est. Cost $41.64 Unrealized +7.1%
MFC MANULIFE FINL CORP 0.3%
Value ($000) $1,297 Shares 93,289 Est. Cost $19.62 Unrealized -27.0%
CHINA MOBILE LIMITED 0.3%
Value ($000) $1,280 Shares 39,786 Est. Cost $45.67 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,252 Shares 20,765 Est. Cost $45.17 Unrealized +7.6%
KO COCA COLA CO 0.3%
Value ($000) $1,202 Shares 24,340 Est. Cost $35.63 Unrealized +14.5%
KE KIMBALL ELECTRONICS INC 0.2%
Value ($000) $1,112 Shares 96,193 Est. Cost $20.63 Unrealized -36.4%
SWEDISH EXPT CR CORP 0.2%
Value ($000) $1,064 Shares 192,525 Est. Cost $6.00 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.2%
Value ($000) $1,002 Shares 66,582 Est. Cost $10.69 Unrealized
SHAW COMMUNICATIONS INC 0.2%
Value ($000) $981 Shares 53,780 Est. Cost $22.57 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $960 Shares 3 Est. Cost $284799.47 Unrealized +7.7%
STN STANTEC INC 0.2%
Value ($000) $947 Shares 31,207 Est. Cost $27.35 Unrealized
NGD NEW GOLD INC CDA 0.2%
Value ($000) $937 Shares 550,000 Est. Cost $1.02 Unrealized +58.0%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $923 Shares 25,703 Est. Cost $71.77 Unrealized
NEM NEWMONT MINING CORP 0.2%
Value ($000) $907 Shares 14,292 Est. Cost $28.83 Unrealized +91.2%
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $888 Shares 45,138 Est. Cost $23.71 Unrealized -28.9%
MCK MCKESSON CORP 0.2%
Value ($000) $829 Shares 5,565 Est. Cost $146.77 Unrealized 0.0%
LIONS GATE ENTMNT CORP 0.2%
Value ($000) $825 Shares 94,594 Est. Cost $27.95 Unrealized
AGRO ADECOAGRO S A 0.2%
Value ($000) $794 Shares 170,035 Est. Cost $7.97 Unrealized -47.5%
NVDA NVIDIA CORP 0.2%
Value ($000) $749 Shares 1,383 Est. Cost $5.83 Unrealized +98.9%
AMCX AMC NETWORKS INC 0.2%
Value ($000) $742 Shares 30,024 Est. Cost $53.35 Unrealized -55.0%
REZI RESIDEO TECHNOLOGIES INC 0.2%
Value ($000) $740 Shares 67,284 Est. Cost $21.34 Unrealized -40.6%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $705 Shares 33,245 Est. Cost $22.54 Unrealized -18.8%
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $697 Shares 6,548 Est. Cost $70.09 Unrealized +29.4%
MMM 3M CO 0.2%
Value ($000) $694 Shares 4,332 Est. Cost $144.46 Unrealized -23.6%
MRK MERCK & CO INC COM 0.2%
Value ($000) $691 Shares 8,330 Est. Cost $43.00 Unrealized +53.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $671 Shares 22,967 Est. Cost $22.36 Unrealized -1.6%
SYK STRYKER CORP 0.1%
Value ($000) $669 Shares 3,209 Est. Cost $140.07 Unrealized +31.1%
TRP TC ENERGY CORP 0.1%
Value ($000) $646 Shares 15,399 Est. Cost $34.25 Unrealized +0.9%
LOW LOWES COS INC 0.1%
Value ($000) $614 Shares 3,700 Est. Cost $73.69 Unrealized +89.8%
UHAL AMERCO 0.1%
Value ($000) $612 Shares 1,719 Est. Cost $37.09 Unrealized -8.1%
HYG ISHARES TR 0.1%
Value ($000) $610 Shares 7,269 Est. Cost $87.28 Unrealized
XPEL XPEL INC 0.1%
Value ($000) $591 Shares 22,678 Est. Cost $8.47 Unrealized +154.1%
AGG ISHARES TR 0.1%
Value ($000) $590 Shares 5,000 Est. Cost $113.15 Unrealized
KIRKLAND LAKE GOLD LTD 0.1%
Value ($000) $581 Shares 11,933 Est. Cost $41.28 Unrealized
V VISA INC 0.1%
Value ($000) $545 Shares 2,723 Est. Cost $131.31 Unrealized +46.4%
HD HOME DEPOT INC 0.1%
Value ($000) $543 Shares 1,956 Est. Cost $161.30 Unrealized +47.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $523 Shares 166 Est. Cost $93.62 Unrealized +68.4%
TFII TFI INTL INC 0.1%
Value ($000) $509 Shares 12,182 Est. Cost $30.23 Unrealized +39.3%
DOO BRP INC 0.1%
Value ($000) $507 Shares 9,608 Est. Cost $30.47 Unrealized +50.5%
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $506 Shares 3,838 Est. Cost $86.26 Unrealized +32.6%
GOOS CANADA GOOSE HOLDINGS INC 0.1%
Value ($000) $498 Shares 15,509 Est. Cost $34.38 Unrealized -28.4%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $497 Shares 4,786 Est. Cost $74.04 Unrealized +30.3%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $490 Shares 2,222 Est. Cost $161.24 Unrealized +26.3%
VVX VECTRUS INC 0.1%
Value ($000) $480 Shares 12,637 Est. Cost $31.98 Unrealized +35.9%
BKE BUCKLE INC 0.1%
Value ($000) $472 Shares 23,163 Est. Cost $8.30 Unrealized +18.3%
EXFO INC 0.1%
Value ($000) $466 Shares 142,952 Est. Cost $3.51 Unrealized
SLF SUN LIFE FINL INC 0.1%
Value ($000) $464 Shares 11,387 Est. Cost $39.86 Unrealized +1.4%
REDHILL BIOPHARMA LTD 0.1%
Value ($000) $460 Shares 44,972 Est. Cost $5.59 Unrealized
APTIV PLC 0.1%
Value ($000) $447 Shares 4,877 Est. Cost $84.90 Unrealized
MGA MAGNA INTL INC COM 0.1%
Value ($000) $447 Shares 9,764 Est. Cost $43.59 Unrealized -7.0%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $440 Shares 6,610 Est. Cost $52.92 Unrealized +13.4%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $439 Shares 7,711 Est. Cost $32.04 Unrealized +72.7%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $434 Shares 10,267 Est. Cost $30.56 Unrealized +23.8%
TAC TRANSALTA CORP 0.1%
Value ($000) $429 Shares 69,697 Est. Cost $5.76 Unrealized +8.7%
TU TELUS CORP 0.1%
Value ($000) $421 Shares 23,948 Est. Cost $18.48 Unrealized -3.9%
ISHARES TR 0.1%
Value ($000) $414 Shares 16,525 Est. Cost $24.87 Unrealized
CRH MEDICAL CORP 0.1%
Value ($000) $407 Shares 188,142 Est. Cost $2.90 Unrealized
THE ODP CORP 0.1%
Value ($000) $407 Shares 20,936 Est. Cost $19.44 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $403 Shares 39,918 Est. Cost $10.05 Unrealized +5.7%
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $402 Shares 12,152 Est. Cost $32.90 Unrealized
POINTS INTL LTD 0.1%
Value ($000) $382 Shares 39,824 Est. Cost $12.36 Unrealized
ISHARES TR 0.1%
Value ($000) $374 Shares 14,160 Est. Cost $25.91 Unrealized
ISHARES TR 0.1%
Value ($000) $371 Shares 14,135 Est. Cost $25.74 Unrealized
ISHARES TR 0.1%
Value ($000) $366 Shares 14,290 Est. Cost $25.38 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $365 Shares 3,787 Est. Cost $83.14 Unrealized +2.8%
CABO CABLE ONE INC 0.1%
Value ($000) $362 Shares 192 Est. Cost $1043.95 Unrealized +60.9%
FTS FORTIS INC 0.1%
Value ($000) $351 Shares 8,577 Est. Cost $26.91 Unrealized +20.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $341 Shares 5,200 Est. Cost $53.28 Unrealized +10.3%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $339 Shares 1,088 Est. Cost $212.86 Unrealized
HPQ HP INC 0.1%
Value ($000) $338 Shares 17,792 Est. Cost $16.29 Unrealized -6.9%
ISHARES TR 0.1%
Value ($000) $333 Shares 13,185 Est. Cost $25.26 Unrealized
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $326 Shares 27,575 Est. Cost $9.72 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $322 Shares 454 Est. Cost $177.59 Unrealized +26.4%
VMD VIEMED HEALTHCARE INC 0.1%
Value ($000) $313 Shares 36,042 Est. Cost $6.66 Unrealized +51.4%
ORCL ORACLE CORP 0.1%
Value ($000) $311 Shares 5,202 Est. Cost $43.18 Unrealized +22.2%
BHC BAUSCH HEALTH COS INC 0.1%
Value ($000) $304 Shares 19,589 Est. Cost $22.19 Unrealized -22.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $297 Shares 877 Est. Cost $273.34 Unrealized +15.5%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $276 Shares 3,969 Est. Cost $49.53 Unrealized
XYZ SQUARE INC 0.1%
Value ($000) $274 Shares 1,686 Est. Cost $141.19 Unrealized 0.0%
VARIAN MED SYS INC 0.1%
Value ($000) $265 Shares 1,543 Est. Cost $171.74 Unrealized
GTLS CHART INDS INC 0.1%
Value ($000) $259 Shares 3,691 Est. Cost $65.02 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $253 Shares 1,821 Est. Cost $76.02 Unrealized +53.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $253 Shares 3,135 Est. Cost $74.93 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $252 Shares 17,065 Est. Cost $16.95 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $252 Shares 1,395 Est. Cost $133.09 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $245 Shares 1,115 Est. Cost $161.00 Unrealized +12.7%
EWZ ISHARES INC 0.1%
Value ($000) $243 Shares 8,769 Est. Cost $36.35 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $240 Shares 2,396 Est. Cost $107.87 Unrealized -14.8%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $234 Shares 796 Est. Cost $293.97 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $221 Shares 9,172 Est. Cost $23.03 Unrealized -5.3%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $218 Shares 615 Est. Cost $256.34 Unrealized +20.6%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $216 Shares 17,730 Est. Cost $25.52 Unrealized -50.4%
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value ($000) $215 Shares 44,835 Est. Cost $5.73 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $214 Shares 2,779 Est. Cost $62.36 Unrealized +8.0%
FINX GLOBAL X FDS 0.0%
Value ($000) $213 Shares 5,600 Est. Cost $38.04 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $211 Shares 906 Est. Cost $189.28 Unrealized +19.1%
IAG IAMGOLD CORP COM 0.0%
Value ($000) $209 Shares 54,500 Est. Cost $5.70 Unrealized -23.8%
EBAY EBAY INC. 0.0%
Value ($000) $205 Shares 3,930 Est. Cost $38.43 Unrealized +30.7%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $203 Shares 1,358 Est. Cost $126.81 Unrealized 0.0%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $195 Shares 11,952 Est. Cost $18.96 Unrealized -36.1%
ENDO INTL PLC 0.0%
Value ($000) $162 Shares 48,994 Est. Cost $8.08 Unrealized
DISH NETWORK CORPORATION 0.0%
Value ($000) $135 Shares 150,000 Est. Cost $0.80 Unrealized
CARS CARS COM INC 0.0%
Value ($000) $125 Shares 15,415 Est. Cost $26.12 Unrealized -70.3%
OI O-I GLASS INC 0.0%
Value ($000) $119 Shares 11,201 Est. Cost $10.69 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $111 Shares 16,624 Est. Cost $6.07 Unrealized -15.4%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $94 Shares 10,615 Est. Cost $4.17 Unrealized +107.6%
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $94 Shares 10,424 Est. Cost $9.87 Unrealized -4.6%
HEXO CORP 0.0%
Value ($000) $90 Shares 138,440 Est. Cost $2.78 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $84 Shares 15,663 Est. Cost $6.65 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $75 Shares 11,458 Est. Cost $7.41 Unrealized 0.0%
MALLINCKRODT PUB LTD CO 0.0%
Value ($000) $47 Shares 48,016 Est. Cost $22.29 Unrealized