Claret Asset Management Corp Diversified Active

CIK: 0001735513 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 7, 2023

Total Value ($000): $453 (99.3% shares, 0.7% debt)

Holdings (148)

GIB CGI INC 7.7%
Value ($000) $35 Shares 406,241 Est. Cost $66.25 Unrealized +23.7%
NOA NORTH AMERN CONSTR GROUP LTD 6.5%
Value ($000) $30 Shares 2,217,987 Est. Cost $6.42 Unrealized +91.9%
ABBV ABBVIE INC 5.3%
Value ($000) $24 Shares 147,278 Est. Cost $71.66 Unrealized +91.5%
OAKTREE SPECIALTY LENDING CO 4.7%
Value ($000) $21 Shares 3,102,562 Est. Cost $5.33 Unrealized
CVS CVS HEALTH CORP 4.4%
Value ($000) $20 Shares 215,685 Est. Cost $55.26 Unrealized +55.5%
QIPT QUIPT HOME MEDICAL CORP 4.2%
Value ($000) $19 Shares 4,114,394 Est. Cost $6.08 Unrealized -28.2%
MSFT MICROSOFT CORP 4.0%
Value ($000) $18 Shares 75,849 Est. Cost $78.53 Unrealized +198.0%
ULTA ULTA BEAUTY INC 3.7%
Value ($000) $17 Shares 36,110 Est. Cost $259.39 Unrealized +66.2%
OLLI OLLIES BARGAIN OUTLET HLDGS 3.3%
Value ($000) $15 Shares 316,081 Est. Cost $71.53 Unrealized -24.6%
GOOGL ALPHABET INC 3.0%
Value ($000) $14 Shares 156,009 Est. Cost $107.43 Unrealized -12.2%
CSCO CISCO SYS INC 3.0%
Value ($000) $14 Shares 284,530 Est. Cost $28.78 Unrealized +44.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 3.0%
Value ($000) $13 Shares 235,962 Est. Cost $61.34 Unrealized -9.2%
RY ROYAL BK CDA 2.7%
Value ($000) $12 Shares 129,445 Est. Cost $81.13 Unrealized +16.4%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $11 Shares 64,655 Est. Cost $110.71 Unrealized +41.9%
UI UBIQUITI INC 1.9%
Value ($000) $9 Shares 32,224 Est. Cost $155.12 Unrealized +91.9%
DENNYS CORP 1.9%
Value ($000) $9 Shares 953,966 Est. Cost $11.75 Unrealized
ALYAF ALITHYA GROUP INC 1.8%
Value ($000) $8 Shares 5,564,665 Est. Cost $3.15 Unrealized -45.2%
META META PLATFORMS INC 1.8%
Value ($000) $8 Shares 66,476 Est. Cost $198.37 Unrealized -41.2%
PYPL PAYPAL HLDGS INC 1.5%
Value ($000) $7 Shares 97,221 Est. Cost $101.61 Unrealized -21.4%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $7 Shares 95,227 Est. Cost $51.31 Unrealized +27.1%
WRN WESTERN COPPER & GOLD CORP 1.5%
Value ($000) $7 Shares 3,698,800 Est. Cost $0.57 Unrealized +167.9%
TSCO TRACTOR SUPPLY CO 1.3%
Value ($000) $6 Shares 26,938 Est. Cost $12.43 Unrealized +223.4%
SAIC SCIENCE APPLICATIONS INTL CO 1.3%
Value ($000) $6 Shares 53,220 Est. Cost $75.71 Unrealized +39.2%
SHEL SHELL PLC 1.3%
Value ($000) $6 Shares 103,605 Est. Cost $52.26 Unrealized
CM CANADIAN IMP BK COMM 1.2%
Value ($000) $5 Shares 129,779 Est. Cost $38.81 Unrealized -1.8%
C CITIGROUP INC COM 1.0%
Value ($000) $4 Shares 96,288 Est. Cost $43.08 Unrealized -5.8%
TD TORONTO DOMINION BK ONT 0.9%
Value ($000) $4 Shares 62,459 Est. Cost $57.58 Unrealized +12.2%
QCOM QUALCOMM INC 0.9%
Value ($000) $4 Shares 36,345 Est. Cost $50.54 Unrealized +115.4%
GOOG ALPHABET INC 0.8%
Value ($000) $4 Shares 43,106 Est. Cost $107.79 Unrealized -12.1%
GWRS GLOBAL WTR RES INC 0.8%
Value ($000) $4 Shares 279,611 Est. Cost $7.75 Unrealized +49.5%
WMT WALMART INC 0.7%
Value ($000) $3 Shares 23,045 Est. Cost $26.75 Unrealized +70.7%
ESI ELEMENT SOLUTIONS INC 0.7%
Value ($000) $3 Shares 172,583 Est. Cost $10.52 Unrealized +63.8%
MDT MEDTRONIC PLC 0.6%
Value ($000) $3 Shares 32,760 Est. Cost $64.98 Unrealized +13.1%
CAE CAE INC 0.5%
Value ($000) $2 Shares 126,256 Est. Cost $16.69 Unrealized +15.1%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2 Shares 5,200 Est. Cost $321.98 Unrealized +45.6%
BCE BCE INC 0.5%
Value ($000) $2 Shares 53,862 Est. Cost $29.83 Unrealized +18.7%
THERATECHNOLOGIES INC 0.5%
Value ($000) $2 Shares 2,581,000 Est. Cost $0.80 Unrealized
AGRO ADECOAGRO S A 0.5%
Value ($000) $2 Shares 278,162 Est. Cost $7.73 Unrealized -3.4%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $2 Shares 16,098 Est. Cost $99.98 Unrealized +23.1%
PII POLARIS INC 0.5%
Value ($000) $2 Shares 21,873 Est. Cost $117.62 Unrealized -11.4%
NEM NEWMONT CORP 0.5%
Value ($000) $2 Shares 46,367 Est. Cost $39.73 Unrealized +2.7%
MCK MCKESSON CORP 0.4%
Value ($000) $2 Shares 5,250 Est. Cost $148.04 Unrealized +148.0%
VREX VAREX IMAGING CORP 0.4%
Value ($000) $2 Shares 89,695 Est. Cost $35.92 Unrealized -41.8%
MFC MANULIFE FINL CORP 0.4%
Value ($000) $2 Shares 100,761 Est. Cost $19.57 Unrealized -12.9%
NVT NVENT ELECTRIC PLC 0.4%
Value ($000) $2 Shares 46,629 Est. Cost $21.85 Unrealized +62.4%
CAH CARDINAL HEALTH INC 0.4%
Value ($000) $2 Shares 23,188 Est. Cost $42.72 Unrealized +67.5%
CANADIAN PAC RY LTD 0.4%
Value ($000) $2 Shares 23,826 Est. Cost $95.30 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2 Shares 4,494 Est. Cost $303.43 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $2 Shares 6,223 Est. Cost $254.38 Unrealized -4.1%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $2 Shares 6,945 Est. Cost $216.03 Unrealized +4.0%
KO COCA COLA CO 0.3%
Value ($000) $2 Shares 23,937 Est. Cost $35.79 Unrealized +53.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1 Shares 11,673 Est. Cost $106.63 Unrealized +5.8%
STN STANTEC INC 0.3%
Value ($000) $1 Shares 29,728 Est. Cost $32.37 Unrealized
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1 Shares 11,662 Est. Cost $86.06 Unrealized +30.4%
PARAMOUNT GLOBAL 0.3%
Value ($000) $1 Shares 80,064 Est. Cost $42.00 Unrealized
BKE BUCKLE INC 0.3%
Value ($000) $1 Shares 26,647 Est. Cost $13.83 Unrealized +109.6%
SHOP SHOPIFY INC 0.3%
Value ($000) $1 Shares 32,692 Est. Cost $47.50 Unrealized -28.1%
NPK NATIONAL PRESTO INDS INC 0.2%
Value ($000) $1 Shares 16,335 Est. Cost $109.11 Unrealized -37.3%
PARAMOUNT GLOBAL 0.2%
Value ($000) $1 Shares 42,551 Est. Cost $50.21 Unrealized
MBC MASTERBRAND INC 0.2%
Value ($000) $1 Shares 139,385 Est. Cost $8.19 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $1 Shares 72,032 Est. Cost $10.67 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $1 Shares 35,909 Est. Cost $24.76 Unrealized +10.2%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $1 Shares 26,298 Est. Cost $69.74 Unrealized
SHAW COMMUNICATIONS INC 0.2%
Value ($000) $1 Shares 31,934 Est. Cost $22.57 Unrealized
TFII TFI INTL INC 0.2%
Value ($000) $1 Shares 9,063 Est. Cost $50.75 Unrealized +96.7%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $1 Shares 26,525 Est. Cost $22.51 Unrealized +28.5%
MRK MERCK & CO INC 0.2%
Value ($000) $1 Shares 7,873 Est. Cost $43.00 Unrealized +115.8%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1 Shares 5,528 Est. Cost $18.04 Unrealized -18.8%
CELESTICA INC 0.2%
Value ($000) $1 Shares 69,050 Est. Cost $9.72 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $1 Shares 19,143 Est. Cost $23.23 Unrealized +37.1%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $1 Shares 5,551 Est. Cost $80.94 Unrealized +64.7%
LOW LOWES COS INC 0.2%
Value ($000) $1 Shares 3,522 Est. Cost $75.66 Unrealized +148.7%
PRIMO WATER CORPORATION 0.2%
Value ($000) $1 Shares 44,811 Est. Cost $15.79 Unrealized
DSGX DESCARTES SYS GROUP INC 0.2%
Value ($000) $1 Shares 9,874 Est. Cost $39.38 Unrealized +73.5%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $1 Shares 12,967 Est. Cost $48.60 Unrealized -4.4%
CCJ CAMECO CORP 0.1%
Value ($000) $1 Shares 28,933 Est. Cost $14.89 Unrealized +56.7%
AMYRIS INC 0.1%
Value ($000) $1 Shares 2,080,000 Est. Cost $0.00 Unrealized
TU TELUS CORPORATION 0.1%
Value ($000) $1 Shares 33,181 Est. Cost $19.45 Unrealized +6.2%
TSLA TESLA INC 0.1%
Value ($000) $1 Shares 5,164 Est. Cost $212.21 Unrealized -10.8%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1 Shares 2,468 Est. Cost $168.61 Unrealized +41.1%
MGA MAGNA INTL INC 0.1%
Value ($000) $1 Shares 11,158 Est. Cost $48.91 Unrealized +2.3%
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 1,961 Est. Cost $168.99 Unrealized +66.4%
V VISA INC 0.1%
Value ($000) $1 Shares 2,792 Est. Cost $151.48 Unrealized +30.0%
RITCHIE BROS AUCTIONEERS 0.1%
Value ($000) $1 Shares 9,560 Est. Cost $59.56 Unrealized
NGD NEW GOLD INC CDA 0.1%
Value ($000) $1 Shares 550,000 Est. Cost $1.37 Unrealized -26.6%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $1 Shares 5,499 Est. Cost $64.76 Unrealized +42.0%
MMM 3M CO 0.1%
Value ($000) $1 Shares 4,213 Est. Cost $144.36 Unrealized -37.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1 Shares 5,200 Est. Cost $53.28 Unrealized +58.7%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $0 Shares 7,352 Est. Cost $104.18 Unrealized -27.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 2,031 Est. Cost $158.66 Unrealized +38.5%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $0 Shares 16,737 Est. Cost $33.19 Unrealized -22.6%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $0 Shares 3,625 Est. Cost $49.53 Unrealized
VVX VECTRUS INC 0.1%
Value ($000) $0 Shares 11,767 Est. Cost $31.98 Unrealized +24.0%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value ($000) $0 Shares 10,452 Est. Cost $40.81 Unrealized +8.4%
TRP TC ENERGY CORP 0.1%
Value ($000) $0 Shares 12,015 Est. Cost $34.45 Unrealized +6.8%
OEC ORION ENGINEERED CARBONS S A 0.1%
Value ($000) $0 Shares 24,836 Est. Cost $23.47 Unrealized -28.4%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $0 Shares 13,361 Est. Cost $23.88 Unrealized +21.9%
NUVEI CORPORATION 0.1%
Value ($000) $0 Shares 15,845 Est. Cost $36.16 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 24,359 Est. Cost $21.34 Unrealized -15.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $0 Shares 2,941 Est. Cost $90.77 Unrealized +29.6%
ORCL ORACLE CORP 0.1%
Value ($000) $0 Shares 4,800 Est. Cost $44.54 Unrealized +64.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $0 Shares 1,120 Est. Cost $296.51 Unrealized +9.1%
TAC TRANSALTA CORP 0.1%
Value ($000) $0 Shares 42,447 Est. Cost $6.14 Unrealized +46.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $0 Shares 8,843 Est. Cost $47.43 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $0 Shares 7,228 Est. Cost $26.92 Unrealized +49.3%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 1,088 Est. Cost $212.86 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $0 Shares 2,420 Est. Cost $101.01 Unrealized +47.3%
LQD ISHARES TR 0.1%
Value ($000) $0 Shares 3,134 Est. Cost $118.09 Unrealized
GTLS CHART INDS INC 0.1%
Value ($000) $0 Shares 2,855 Est. Cost $65.02 Unrealized +147.1%
SANG SANGOMA TECHNOLOGIES CORP 0.1%
Value ($000) $0 Shares 68,493 Est. Cost $13.97 Unrealized -65.6%
ICLN ISHARES TR 0.1%
Value ($000) $0 Shares 15,780 Est. Cost $21.20 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,171 Est. Cost $164.30 Unrealized +49.3%
TKC TURKCELL ILETISIM HIZMETLERI 0.1%
Value ($000) $0 Shares 64,200 Est. Cost $4.45 Unrealized
EWZ ISHARES INC 0.1%
Value ($000) $0 Shares 10,949 Est. Cost $35.00 Unrealized
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $0 Shares 23,895 Est. Cost $9.72 Unrealized
FNV FRANCO NEV CORP 0.1%
Value ($000) $0 Shares 2,065 Est. Cost $115.93 Unrealized +10.6%
PEP PEPSICO INC 0.1%
Value ($000) $0 Shares 1,498 Est. Cost $122.48 Unrealized +31.4%
FTS FORTIS INC 0.1%
Value ($000) $0 Shares 6,668 Est. Cost $27.97 Unrealized +23.8%
WAT WATERS CORP 0.1%
Value ($000) $0 Shares 770 Est. Cost $226.59 Unrealized +39.6%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 1,965 Est. Cost $105.92 Unrealized +7.7%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $0 Shares 1,642 Est. Cost $79.29 Unrealized +63.7%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 2,855 Est. Cost $75.39 Unrealized
ISHARES TR 0.1%
Value ($000) $0 Shares 9,875 Est. Cost $27.01 Unrealized
XPEL XPEL INC 0.1%
Value ($000) $0 Shares 3,994 Est. Cost $64.94 Unrealized -1.6%
CHEGG INC 0.1%
Value ($000) $0 Shares 300,000 Est. Cost $0.73 Unrealized
FICO FAIR ISAAC CORP 0.1%
Value ($000) $0 Shares 383 Est. Cost $526.19 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 408 Est. Cost $427.05 Unrealized +17.2%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $0 Shares 636 Est. Cost $298.87 Unrealized 0.0%
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $0 Shares 10,415 Est. Cost $16.95 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 2,403 Est. Cost $70.79 Unrealized 0.0%
IAG IAMGOLD CORP 0.0%
Value ($000) $0 Shares 63,700 Est. Cost $5.28 Unrealized -67.1%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 13,896 Est. Cost $12.26 Unrealized -29.5%
NABL N-ABLE INC 0.0%
Value ($000) $0 Shares 13,617 Est. Cost $9.80 Unrealized +8.9%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12,612 Est. Cost $11.21 Unrealized -19.2%
DISH NETWORK CORPORATION 0.0%
Value ($000) $0 Shares 150,000 Est. Cost $0.80 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 11,075 Est. Cost $6.42 Unrealized +56.7%
GTES GATES INDL CORP PLC 0.0%
Value ($000) $0 Shares 11,235 Est. Cost $12.51 Unrealized -11.9%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 19,960 Est. Cost $6.49 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 12,069 Est. Cost $18.55 Unrealized -39.1%
FIGS FIGS INC 0.0%
Value ($000) $0 Shares 14,713 Est. Cost $12.76 Unrealized -43.6%
STNE STONECO LTD 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $11.70 Unrealized
LZ LEGALZOOM COM INC 0.0%
Value ($000) $0 Shares 10,794 Est. Cost $13.21 Unrealized -34.3%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $0 Shares 11,614 Est. Cost $6.11 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 11,525 Est. Cost $13.35 Unrealized -44.5%
OPTU ALTICE USA INC 0.0%
Value ($000) $0 Shares 13,408 Est. Cost $10.47 Unrealized -53.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 11,556 Est. Cost $11.33 Unrealized -45.8%
PROMIS NEUROSCIENCES INC 0.0%
Value ($000) $0 Shares 12,330 Est. Cost $6.08 Unrealized
REDHILL BIOPHARMA LTD 0.0%
Value ($000) $0 Shares 228,430 Est. Cost $1.98 Unrealized