Claret Asset Management Corp Diversified Active

CIK: 0001735513 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 18, 2023

Total Value ($000): $507 (99.3% shares, 0.7% debt)

Holdings (154)

GIB CGI INC 7.7%
Value ($000) $39 Shares 405,217 Est. Cost $66.25 Unrealized +34.9%
NOA NORTH AMERN CONSTR GROUP LTD 7.2%
Value ($000) $37 Shares 2,198,018 Est. Cost $6.42 Unrealized +141.6%
QIPT QUIPT HOME MEDICAL CORP 5.6%
Value ($000) $29 Shares 4,064,791 Est. Cost $6.08 Unrealized +1.4%
ABBV ABBVIE INC 4.6%
Value ($000) $23 Shares 145,155 Est. Cost $71.66 Unrealized +92.7%
MSFT MICROSOFT CORP 4.3%
Value ($000) $22 Shares 75,698 Est. Cost $78.53 Unrealized +217.6%
OCSL OAKTREE SPECIALTY LENDING CO 4.0%
Value ($000) $20 Shares 1,087,573 Est. Cost $19.92 Unrealized 0.0%
ULTA ULTA BEAUTY INC 3.8%
Value ($000) $19 Shares 35,704 Est. Cost $259.39 Unrealized +97.9%
CVS CVS HEALTH CORP 3.8%
Value ($000) $19 Shares 258,275 Est. Cost $58.55 Unrealized +28.4%
OLLI OLLIES BARGAIN OUTLET HLDGS 3.6%
Value ($000) $18 Shares 314,235 Est. Cost $71.53 Unrealized -23.1%
GOOGL ALPHABET INC 3.3%
Value ($000) $17 Shares 160,490 Est. Cost $107.09 Unrealized -11.1%
CSCO CISCO SYS INC 2.9%
Value ($000) $15 Shares 281,021 Est. Cost $28.78 Unrealized +55.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 2.8%
Value ($000) $14 Shares 235,363 Est. Cost $61.34 Unrealized -2.6%
META META PLATFORMS INC 2.8%
Value ($000) $14 Shares 66,144 Est. Cost $198.37 Unrealized -14.7%
RY ROYAL BK CDA 2.5%
Value ($000) $13 Shares 131,358 Est. Cost $81.39 Unrealized +21.8%
ALYAF ALITHYA GROUP INC 2.2%
Value ($000) $11 Shares 5,496,107 Est. Cost $3.15 Unrealized -42.3%
DENNYS CORP 2.0%
Value ($000) $10 Shares 928,765 Est. Cost $11.75 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $10 Shares 64,353 Est. Cost $110.71 Unrealized +33.6%
UI UBIQUITI INC 1.7%
Value ($000) $9 Shares 31,853 Est. Cost $155.12 Unrealized +78.3%
BMY BRISTOL-MYERS SQUIBB CO 1.7%
Value ($000) $9 Shares 123,485 Est. Cost $53.64 Unrealized +14.7%
PYPL PAYPAL HLDGS INC 1.5%
Value ($000) $7 Shares 97,559 Est. Cost $101.61 Unrealized -24.4%
WRN WESTERN COPPER & GOLD CORP 1.3%
Value ($000) $7 Shares 3,698,800 Est. Cost $0.57 Unrealized +204.3%
TSCO TRACTOR SUPPLY CO 1.2%
Value ($000) $6 Shares 26,438 Est. Cost $12.43 Unrealized +248.2%
C CITIGROUP INC COM 1.2%
Value ($000) $6 Shares 128,516 Est. Cost $43.38 Unrealized +2.1%
SHEL SHELL PLC 1.2%
Value ($000) $6 Shares 101,962 Est. Cost $52.26 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 1.1%
Value ($000) $6 Shares 52,878 Est. Cost $75.71 Unrealized +39.3%
CM CANADIAN IMP BK COMM 1.1%
Value ($000) $6 Shares 130,079 Est. Cost $38.81 Unrealized -0.7%
QCOM QUALCOMM INC 0.9%
Value ($000) $5 Shares 36,196 Est. Cost $50.54 Unrealized +130.3%
GOOG ALPHABET INC 0.9%
Value ($000) $4 Shares 43,071 Est. Cost $107.79 Unrealized -11.1%
TD TORONTO DOMINION BK ONT 0.7%
Value ($000) $4 Shares 62,513 Est. Cost $57.58 Unrealized +12.2%
PARAMOUNT GLOBAL 0.7%
Value ($000) $4 Shares 161,844 Est. Cost $20.79 Unrealized
GWRS GLOBAL WTR RES INC 0.7%
Value ($000) $3 Shares 278,456 Est. Cost $7.75 Unrealized +60.9%
WMT WALMART INC 0.7%
Value ($000) $3 Shares 23,191 Est. Cost $26.75 Unrealized +71.2%
ESI ELEMENT SOLUTIONS INC 0.7%
Value ($000) $3 Shares 170,958 Est. Cost $10.52 Unrealized +80.2%
CAE CAE INC 0.6%
Value ($000) $3 Shares 125,282 Est. Cost $16.69 Unrealized +30.8%
THERATECHNOLOGIES INC 0.5%
Value ($000) $3 Shares 2,776,000 Est. Cost $0.75 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $3 Shares 5,183 Est. Cost $321.98 Unrealized +46.4%
MDT MEDTRONIC PLC 0.5%
Value ($000) $3 Shares 31,900 Est. Cost $64.98 Unrealized +14.7%
BCE BCE INC 0.5%
Value ($000) $2 Shares 55,124 Est. Cost $29.97 Unrealized +20.4%
PII POLARIS INC 0.5%
Value ($000) $2 Shares 21,690 Est. Cost $117.62 Unrealized -5.8%
AGRO ADECOAGRO S A 0.5%
Value ($000) $2 Shares 295,317 Est. Cost $7.71 Unrealized -4.2%
NEM NEWMONT CORP 0.4%
Value ($000) $2 Shares 46,119 Est. Cost $39.73 Unrealized +12.8%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $2 Shares 16,070 Est. Cost $99.98 Unrealized +20.8%
NVT NVENT ELECTRIC PLC 0.4%
Value ($000) $2 Shares 45,788 Est. Cost $21.85 Unrealized +86.2%
MCK MCKESSON CORP 0.4%
Value ($000) $2 Shares 5,218 Est. Cost $148.04 Unrealized +140.6%
CANADIAN PAC RY LTD 0.4%
Value ($000) $2 Shares 23,914 Est. Cost $95.30 Unrealized
MFC MANULIFE FINL CORP 0.4%
Value ($000) $2 Shares 98,598 Est. Cost $19.57 Unrealized -2.8%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $2 Shares 4,279 Est. Cost $303.43 Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $2 Shares 23,086 Est. Cost $42.72 Unrealized +67.4%
STN STANTEC INC 0.3%
Value ($000) $2 Shares 29,578 Est. Cost $32.37 Unrealized
VREX VAREX IMAGING CORP 0.3%
Value ($000) $2 Shares 86,837 Est. Cost $35.92 Unrealized -47.0%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $2 Shares 6,135 Est. Cost $254.38 Unrealized -3.2%
SHOP SHOPIFY INC 0.3%
Value ($000) $2 Shares 32,661 Est. Cost $47.50 Unrealized -7.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2 Shares 6,944 Est. Cost $216.03 Unrealized +3.2%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2 Shares 5,527 Est. Cost $18.04 Unrealized +19.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1 Shares 11,556 Est. Cost $106.63 Unrealized +14.7%
KO COCA COLA CO 0.3%
Value ($000) $1 Shares 23,882 Est. Cost $35.79 Unrealized +54.8%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1 Shares 11,798 Est. Cost $86.35 Unrealized +29.1%
NPK NATIONAL PRESTO INDS INC 0.2%
Value ($000) $1 Shares 16,165 Est. Cost $109.11 Unrealized -33.1%
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $1 Shares 34,504 Est. Cost $24.76 Unrealized +17.6%
MBC MASTERBRAND INC 0.2%
Value ($000) $1 Shares 139,080 Est. Cost $8.19 Unrealized +7.7%
TFII TFI INTL INC 0.2%
Value ($000) $1 Shares 8,929 Est. Cost $50.75 Unrealized +129.5%
TSLA TESLA INC 0.2%
Value ($000) $1 Shares 5,074 Est. Cost $212.21 Unrealized -17.8%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $1 Shares 65,482 Est. Cost $10.67 Unrealized
BKE BUCKLE INC 0.2%
Value ($000) $1 Shares 26,545 Est. Cost $13.83 Unrealized +124.9%
SHAW COMMUNICATIONS INC 0.2%
Value ($000) $1 Shares 31,559 Est. Cost $22.57 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $1 Shares 25,890 Est. Cost $69.74 Unrealized
CELESTICA INC 0.2%
Value ($000) $1 Shares 68,943 Est. Cost $9.72 Unrealized
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $1 Shares 25,774 Est. Cost $22.51 Unrealized +30.7%
MRK MERCK & CO INC 0.2%
Value ($000) $1 Shares 7,773 Est. Cost $43.00 Unrealized +129.5%
DSGX DESCARTES SYS GROUP INC 0.2%
Value ($000) $1 Shares 9,857 Est. Cost $39.38 Unrealized +89.2%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $1 Shares 5,510 Est. Cost $80.94 Unrealized +61.4%
CCJ CAMECO CORP 0.1%
Value ($000) $1 Shares 28,933 Est. Cost $14.89 Unrealized +76.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1 Shares 2,567 Est. Cost $172.54 Unrealized +56.8%
ENB ENBRIDGE INC 0.1%
Value ($000) $1 Shares 18,792 Est. Cost $23.23 Unrealized +39.6%
LOW LOWES COS INC 0.1%
Value ($000) $1 Shares 3,521 Est. Cost $75.66 Unrealized +154.0%
NUVEI CORPORATION 0.1%
Value ($000) $1 Shares 15,817 Est. Cost $36.16 Unrealized
PRIMO WATER CORPORATION 0.1%
Value ($000) $1 Shares 44,731 Est. Cost $15.79 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $1 Shares 12,923 Est. Cost $48.60 Unrealized -2.9%
V VISA INC 0.1%
Value ($000) $1 Shares 2,895 Est. Cost $153.84 Unrealized +41.6%
RITCHIE BROS AUCTIONEERS 0.1%
Value ($000) $1 Shares 11,443 Est. Cost $49.77 Unrealized
OTEX OPEN TEXT CORP 0.1%
Value ($000) $1 Shares 16,709 Est. Cost $33.19 Unrealized -4.9%
TU TELUS CORPORATION 0.1%
Value ($000) $1 Shares 31,391 Est. Cost $19.45 Unrealized +4.5%
MGA MAGNA INTL INC 0.1%
Value ($000) $1 Shares 11,410 Est. Cost $48.98 Unrealized +6.0%
OEC ORION ENGINEERED CARBONS S A 0.1%
Value ($000) $1 Shares 23,097 Est. Cost $23.47 Unrealized -3.7%
NGD NEW GOLD INC CDA 0.1%
Value ($000) $1 Shares 550,000 Est. Cost $1.37 Unrealized -25.7%
AMYRIS INC 0.1%
Value ($000) $1 Shares 2,080,000 Est. Cost $0.00 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $1 Shares 2,028 Est. Cost $158.66 Unrealized +62.4%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $1 Shares 5,489 Est. Cost $64.76 Unrealized +64.3%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1 Shares 3,625 Est. Cost $49.53 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 1,949 Est. Cost $168.99 Unrealized +68.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $1 Shares 7,350 Est. Cost $104.18 Unrealized -30.8%
ORCL ORACLE CORP 0.1%
Value ($000) $0 Shares 5,127 Est. Cost $47.11 Unrealized +80.0%
TRP TC ENERGY CORP 0.1%
Value ($000) $0 Shares 12,046 Est. Cost $34.45 Unrealized +1.8%
VVX VECTRUS INC 0.1%
Value ($000) $0 Shares 11,767 Est. Cost $31.98 Unrealized +33.6%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value ($000) $0 Shares 9,746 Est. Cost $40.81 Unrealized +18.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $0 Shares 5,200 Est. Cost $53.28 Unrealized +55.0%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 24,259 Est. Cost $21.34 Unrealized -15.3%
MMM 3M CO 0.1%
Value ($000) $0 Shares 4,124 Est. Cost $144.36 Unrealized -41.2%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 1,088 Est. Cost $212.86 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $0 Shares 1,119 Est. Cost $296.51 Unrealized +20.6%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $0 Shares 13,036 Est. Cost $23.88 Unrealized +22.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $0 Shares 2,941 Est. Cost $90.77 Unrealized +41.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $0 Shares 8,383 Est. Cost $47.43 Unrealized
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $0 Shares 23,895 Est. Cost $9.72 Unrealized
TAC TRANSALTA CORP 0.1%
Value ($000) $0 Shares 42,447 Est. Cost $6.14 Unrealized +43.5%
GTLS CHART INDS INC 0.1%
Value ($000) $0 Shares 2,855 Est. Cost $65.02 Unrealized +98.0%
LQD ISHARES TR 0.1%
Value ($000) $0 Shares 3,134 Est. Cost $118.09 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,171 Est. Cost $164.30 Unrealized +52.5%
ICLN ISHARES TR 0.1%
Value ($000) $0 Shares 15,780 Est. Cost $21.20 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $0 Shares 7,278 Est. Cost $26.92 Unrealized +35.8%
EWZ ISHARES INC 0.1%
Value ($000) $0 Shares 10,799 Est. Cost $35.00 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $0 Shares 1,602 Est. Cost $124.83 Unrealized +27.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 1,965 Est. Cost $105.92 Unrealized +16.1%
FTS FORTIS INC 0.1%
Value ($000) $0 Shares 6,416 Est. Cost $27.97 Unrealized +30.7%
XPEL XPEL INC 0.1%
Value ($000) $0 Shares 3,994 Est. Cost $64.94 Unrealized +8.7%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $0 Shares 383 Est. Cost $526.19 Unrealized +26.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $0 Shares 1,792 Est. Cost $83.80 Unrealized +58.9%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 2,855 Est. Cost $75.39 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $0 Shares 1,830 Est. Cost $101.01 Unrealized +43.6%
SANG SANGOMA TECHNOLOGIES CORP 0.1%
Value ($000) $0 Shares 68,371 Est. Cost $13.97 Unrealized -69.9%
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value ($000) $0 Shares 58,200 Est. Cost $4.45 Unrealized
FNV FRANCO NEV CORP 0.0%
Value ($000) $0 Shares 1,665 Est. Cost $115.93 Unrealized +17.1%
ISHARES TR 0.0%
Value ($000) $0 Shares 9,875 Est. Cost $27.01 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 769 Est. Cost $226.59 Unrealized +42.8%
CHEGG INC 0.0%
Value ($000) $0 Shares 300,000 Est. Cost $0.73 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 1,222 Est. Cost $168.66 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $0 Shares 1,593 Est. Cost $123.89 Unrealized 0.0%
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $0 Shares 5,625 Est. Cost $39.78 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 512 Est. Cost $364.93 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 2,227 Est. Cost $65.91 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $0 Shares 468 Est. Cost $69.90 Unrealized 0.0%
APTIV PLC 0.0%
Value ($000) $0 Shares 1,875 Est. Cost $0.11 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 2,080 Est. Cost $98.50 Unrealized 0.0%
JBL JABIL INC 0.0%
Value ($000) $0 Shares 2,343 Est. Cost $79.96 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $0 Shares 2,314 Est. Cost $79.22 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 317 Est. Cost $57.59 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $0 Shares 1,046 Est. Cost $184.71 Unrealized 0.0%
NABL N-ABLE INC 0.0%
Value ($000) $0 Shares 13,597 Est. Cost $9.80 Unrealized +12.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 11,527 Est. Cost $18.55 Unrealized -23.3%
IAG IAMGOLD CORP 0.0%
Value ($000) $0 Shares 62,500 Est. Cost $5.28 Unrealized -51.8%
GTES GATES INDL CORP PLC 0.0%
Value ($000) $0 Shares 11,218 Est. Cost $12.51 Unrealized +6.6%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 11,063 Est. Cost $6.42 Unrealized +58.8%
DISH NETWORK CORPORATION 0.0%
Value ($000) $0 Shares 150,000 Est. Cost $0.80 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 13,875 Est. Cost $12.26 Unrealized -15.3%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 12,595 Est. Cost $11.21 Unrealized -13.5%
LZ LEGALZOOM COM INC 0.0%
Value ($000) $0 Shares 10,778 Est. Cost $13.21 Unrealized -35.9%
STNE STONECO LTD 0.0%
Value ($000) $0 Shares 10,100 Est. Cost $11.58 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 11,525 Est. Cost $13.35 Unrealized -39.2%
FIGS FIGS INC 0.0%
Value ($000) $0 Shares 14,691 Est. Cost $12.76 Unrealized -39.6%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 19,930 Est. Cost $6.49 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $0 Shares 13,614 Est. Cost $5.22 Unrealized
PROMIS NEUROSCIENCES INC 0.0%
Value ($000) $0 Shares 12,330 Est. Cost $6.08 Unrealized
OPTU ALTICE USA INC 0.0%
Value ($000) $0 Shares 13,388 Est. Cost $10.47 Unrealized -59.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 10,900 Est. Cost $11.33 Unrealized -64.4%