Claret Asset Management Corp Diversified Active

Location: Montreal, Quebec, Canada

CIK: 0001735513 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 9, 2023

Total Value: $513M

Holdings (156)

GIB CGI INC 8.5%
Value $43.42M Shares 411,605 Est. Cost $66.79 Unrealized +51.6%
NOA NORTH AMERN CONSTR GROUP LTD 8.0%
Value $40.86M Shares 2,134,232 Est. Cost $6.42 Unrealized +192.3%
MSFT MICROSOFT CORP 4.9%
Value $25.31M Shares 74,317 Est. Cost $78.53 Unrealized +291.2%
OCSL OAKTREE SPECIALTY LENDING CO 4.3%
Value $22.07M Shares 1,135,983 Est. Cost $19.87 Unrealized -5.4%
QIPT QUIPT HOME MEDICAL CORP 4.2%
Value $21.75M Shares 4,057,062 Est. Cost $6.08 Unrealized -2.8%
ABBV ABBVIE INC 3.8%
Value $19.42M Shares 144,134 Est. Cost $71.66 Unrealized +86.6%
GOOGL ALPHABET INC 3.7%
Value $19.23M Shares 160,657 Est. Cost $107.09 Unrealized +6.7%
META META PLATFORMS INC 3.7%
Value $18.72M Shares 65,241 Est. Cost $198.37 Unrealized +23.5%
CVS CVS HEALTH CORP 3.5%
Value $18.19M Shares 263,162 Est. Cost $58.65 Unrealized +9.6%
OLLI OLLIES BARGAIN OUTLET HLDGS 3.5%
Value $18.13M Shares 312,916 Est. Cost $71.53 Unrealized -13.9%
ULTA ULTA BEAUTY INC 3.3%
Value $16.72M Shares 35,528 Est. Cost $259.39 Unrealized +88.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 3.0%
Value $15.32M Shares 234,659 Est. Cost $61.34 Unrealized -3.3%
CSCO CISCO SYS INC 2.8%
Value $14.43M Shares 278,889 Est. Cost $28.78 Unrealized +58.1%
RY ROYAL BK CDA 2.4%
Value $12.55M Shares 131,313 Est. Cost $81.39 Unrealized +17.3%
DENNYS CORP 2.2%
Value $11.26M Shares 913,589 Est. Cost $11.75 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value $10.49M Shares 63,379 Est. Cost $110.71 Unrealized +34.5%
ALYAF ALITHYA GROUP INC 1.7%
Value $8.927M Shares 5,447,140 Est. Cost $3.15 Unrealized -41.4%
BMY BRISTOL-MYERS SQUIBB CO 1.7%
Value $8.499M Shares 132,902 Est. Cost $54.02 Unrealized +9.1%
PYPL PAYPAL HLDGS INC 1.3%
Value $6.643M Shares 99,554 Est. Cost $100.94 Unrealized -32.6%
SHEL SHELL PLC 1.2%
Value $6.065M Shares 100,448 Est. Cost $52.26 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 1.2%
Value $5.915M Shares 52,586 Est. Cost $75.71 Unrealized +37.2%
C CITIGROUP INC COM 1.1%
Value $5.894M Shares 128,010 Est. Cost $43.38 Unrealized -1.5%
TSCO TRACTOR SUPPLY CO 1.1%
Value $5.737M Shares 25,947 Est. Cost $12.43 Unrealized +251.8%
WRN WESTERN COPPER & GOLD CORP 1.1%
Value $5.698M Shares 3,698,800 Est. Cost $0.57 Unrealized +194.4%
UI UBIQUITI INC 1.1%
Value $5.641M Shares 32,094 Est. Cost $155.12 Unrealized +30.1%
CM CANADIAN IMP BK COMM 1.1%
Value $5.437M Shares 127,286 Est. Cost $38.81 Unrealized -3.0%
GOOG ALPHABET INC 1.0%
Value $5.178M Shares 42,806 Est. Cost $107.79 Unrealized +6.6%
QCOM QUALCOMM INC 0.8%
Value $4.284M Shares 35,990 Est. Cost $50.54 Unrealized +114.3%
TD TORONTO DOMINION BK ONT 0.8%
Value $3.959M Shares 63,852 Est. Cost $57.64 Unrealized +4.4%
PARAMOUNT GLOBAL 0.7%
Value $3.816M Shares 239,833 Est. Cost $26.80 Unrealized
WMT WALMART INC 0.7%
Value $3.714M Shares 23,628 Est. Cost $27.16 Unrealized +80.3%
GWRS GLOBAL WTR RES INC 0.7%
Value $3.527M Shares 278,152 Est. Cost $7.75 Unrealized +41.7%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value $3.43M Shares 25,636 Est. Cost $106.72 Unrealized +10.6%
ESI ELEMENT SOLUTIONS INC 0.6%
Value $3.27M Shares 170,311 Est. Cost $10.52 Unrealized +68.5%
COST COSTCO WHSL CORP NEW 0.5%
Value $2.793M Shares 5,187 Est. Cost $321.98 Unrealized +51.3%
CAE CAE INC 0.5%
Value $2.769M Shares 123,651 Est. Cost $16.69 Unrealized +32.7%
MDT MEDTRONIC PLC 0.5%
Value $2.767M Shares 31,410 Est. Cost $64.98 Unrealized +22.2%
AGRO ADECOAGRO S A 0.5%
Value $2.747M Shares 293,467 Est. Cost $7.71 Unrealized +6.7%
BCE BCE INC 0.5%
Value $2.561M Shares 56,143 Est. Cost $30.11 Unrealized +25.4%
PII POLARIS INC 0.5%
Value $2.555M Shares 21,125 Est. Cost $117.62 Unrealized -6.0%
NVT NVENT ELECTRIC PLC 0.4%
Value $2.217M Shares 42,912 Est. Cost $21.85 Unrealized +96.8%
MCK MCKESSON CORP 0.4%
Value $2.192M Shares 5,130 Est. Cost $148.04 Unrealized +156.4%
CAH CARDINAL HEALTH INC 0.4%
Value $2.1M Shares 22,211 Est. Cost $42.72 Unrealized +88.6%
ISRG INTUITIVE SURGICAL INC 0.4%
Value $2.04M Shares 5,966 Est. Cost $254.38 Unrealized +18.9%
NEM NEWMONT CORP 0.4%
Value $1.966M Shares 46,082 Est. Cost $39.73 Unrealized +6.7%
CP CANADIAN PACIFIC KANSAS CITY 0.4%
Value $1.946M Shares 24,083 Est. Cost $77.51 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.4%
Value $1.9M Shares 4,287 Est. Cost $308.44 Unrealized
VREX VAREX IMAGING CORP 0.4%
Value $1.877M Shares 79,614 Est. Cost $35.92 Unrealized -42.1%
SHW SHERWIN WILLIAMS CO 0.4%
Value $1.851M Shares 6,972 Est. Cost $216.03 Unrealized +6.5%
MFC MANULIFE FINL CORP 0.4%
Value $1.834M Shares 97,009 Est. Cost $19.57 Unrealized -2.4%
STN STANTEC INC 0.3%
Value $1.731M Shares 26,494 Est. Cost $32.37 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value $1.643M Shares 11,286 Est. Cost $106.63 Unrealized +24.4%
CNI CANADIAN NATL RY CO 0.3%
Value $1.59M Shares 13,124 Est. Cost $88.98 Unrealized +26.3%
MBC MASTERBRAND INC 0.3%
Value $1.577M Shares 135,628 Est. Cost $8.19 Unrealized +17.1%
NVDA NVIDIA CORPORATION 0.3%
Value $1.514M Shares 3,579 Est. Cost $18.04 Unrealized +83.8%
TSLA TESLA INC 0.3%
Value $1.476M Shares 5,640 Est. Cost $210.98 Unrealized -5.2%
KO COCA COLA CO 0.3%
Value $1.441M Shares 23,921 Est. Cost $35.79 Unrealized +60.3%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value $1.019M Shares 68,282 Est. Cost $11.07 Unrealized
NPK NATIONAL PRESTO INDS INC 0.2%
Value $1.006M Shares 13,743 Est. Cost $109.11 Unrealized -32.6%
SHOP SHOPIFY INC 0.2%
Value $973K Shares 15,042 Est. Cost $47.50 Unrealized +19.0%
BKE BUCKLE INC 0.2%
Value $915K Shares 26,432 Est. Cost $13.83 Unrealized +87.2%
CCJ CAMECO CORP 0.2%
Value $907K Shares 28,933 Est. Cost $14.89 Unrealized +87.8%
MRK MERCK & CO INC 0.2%
Value $906K Shares 7,848 Est. Cost $43.00 Unrealized +143.0%
RBA RB GLOBAL INC 0.2%
Value $839K Shares 13,979 Est. Cost $56.38 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value $838K Shares 12,728 Est. Cost $48.60 Unrealized +16.8%
CELESTICA INC 0.2%
Value $833K Shares 57,433 Est. Cost $9.72 Unrealized
TFII TFI INTL INC 0.2%
Value $829K Shares 7,275 Est. Cost $50.75 Unrealized +116.3%
PBA PEMBINA PIPELINE CORP 0.2%
Value $807K Shares 25,661 Est. Cost $22.51 Unrealized +25.5%
WCN WASTE CONNECTIONS INC 0.2%
Value $795K Shares 5,559 Est. Cost $80.94 Unrealized +69.6%
ROK ROCKWELL AUTOMATION INC 0.2%
Value $791K Shares 2,400 Est. Cost $172.54 Unrealized +59.9%
V VISA INC 0.2%
Value $788K Shares 3,316 Est. Cost $162.80 Unrealized +37.9%
LOW LOWES COS INC 0.2%
Value $787K Shares 3,485 Est. Cost $75.66 Unrealized +161.4%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $786K Shares 27,596 Est. Cost $67.80 Unrealized
OTEX OPEN TEXT CORP 0.1%
Value $751K Shares 18,068 Est. Cost $33.47 Unrealized +10.3%
DSGX DESCARTES SYS GROUP INC 0.1%
Value $732K Shares 9,135 Est. Cost $39.38 Unrealized +97.8%
FSV FIRSTSERVICE CORP NEW 0.1%
Value $713K Shares 4,626 Est. Cost $142.95 Unrealized 0.0%
NUVEI CORPORATION 0.1%
Value $709K Shares 23,993 Est. Cost $33.91 Unrealized
ENB ENBRIDGE INC 0.1%
Value $702K Shares 18,885 Est. Cost $23.23 Unrealized +38.0%
ORCL ORACLE CORP 0.1%
Value $687K Shares 5,771 Est. Cost $53.06 Unrealized +89.2%
PRIMO WATER CORPORATION 0.1%
Value $684K Shares 54,540 Est. Cost $15.21 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $618K Shares 6,837 Est. Cost $59.69 Unrealized +34.2%
TU TELUS CORPORATION 0.1%
Value $617K Shares 31,678 Est. Cost $19.45 Unrealized +3.5%
HD HOME DEPOT INC 0.1%
Value $615K Shares 1,981 Est. Cost $170.73 Unrealized +61.9%
NGD NEW GOLD INC CDA 0.1%
Value $598K Shares 550,000 Est. Cost $1.37 Unrealized -9.9%
NVO NOVO-NORDISK A S 0.1%
Value $587K Shares 3,625 Est. Cost $49.53 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value $572K Shares 8,422 Est. Cost $99.43 Unrealized -32.8%
SYK STRYKER CORPORATION 0.1%
Value $571K Shares 1,872 Est. Cost $158.66 Unrealized +77.3%
VVX VECTRUS INC 0.1%
Value $566K Shares 11,422 Est. Cost $31.98 Unrealized +36.4%
TRP TC ENERGY CORP 0.1%
Value $545K Shares 13,471 Est. Cost $34.59 Unrealized +3.3%
CIGI COLLIERS INTL GROUP INC 0.1%
Value $539K Shares 5,489 Est. Cost $64.76 Unrealized +49.1%
VGT VANGUARD WORLD FDS 0.1%
Value $481K Shares 1,088 Est. Cost $212.86 Unrealized
OEC ORION ENGINEERED CARBONS S A 0.1%
Value $478K Shares 22,540 Est. Cost $23.47 Unrealized +2.7%
GTLS CHART INDS INC 0.1%
Value $456K Shares 2,855 Est. Cost $65.02 Unrealized +96.6%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value $454K Shares 8,706 Est. Cost $40.81 Unrealized +20.4%
MA MASTERCARD INCORPORATED 0.1%
Value $452K Shares 1,150 Est. Cost $298.49 Unrealized +23.9%
GIL GILDAN ACTIVEWEAR INC 0.1%
Value $445K Shares 13,797 Est. Cost $24.76 Unrealized +17.8%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value $426K Shares 24,094 Est. Cost $21.34 Unrealized -19.1%
AMYRIS INC 0.1%
Value $416K Shares 2,080,000 Est. Cost $0.31 Unrealized
MMM 3M CO 0.1%
Value $405K Shares 4,044 Est. Cost $144.36 Unrealized -46.3%
PEP PEPSICO INC 0.1%
Value $398K Shares 2,148 Est. Cost $136.45 Unrealized +25.0%
TAC TRANSALTA CORP 0.1%
Value $397K Shares 42,447 Est. Cost $6.14 Unrealized +52.9%
JPM JPMORGAN CHASE & CO 0.1%
Value $390K Shares 2,684 Est. Cost $90.77 Unrealized +42.8%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value $387K Shares 8,383 Est. Cost $47.43 Unrealized
VMD VIEMED HEALTHCARE INC 0.1%
Value $369K Shares 37,711 Est. Cost $10.16 Unrealized 0.0%
OSISKO GOLD ROYALTIES LTD 0.1%
Value $350K Shares 22,745 Est. Cost $9.72 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value $346K Shares 11,786 Est. Cost $23.88 Unrealized +13.6%
MCD MCDONALDS CORP 0.1%
Value $345K Shares 1,157 Est. Cost $164.30 Unrealized +66.2%
EWZ ISHARES INC 0.1%
Value $344K Shares 10,599 Est. Cost $35.00 Unrealized
LQD ISHARES TR 0.1%
Value $339K Shares 3,134 Est. Cost $118.09 Unrealized
XPEL XPEL INC 0.1%
Value $336K Shares 3,994 Est. Cost $64.94 Unrealized +13.8%
SANG SANGOMA TECHNOLOGIES CORP 0.1%
Value $332K Shares 87,794 Est. Cost $11.68 Unrealized -69.1%
DOW DOW INC 0.1%
Value $314K Shares 5,903 Est. Cost $45.25 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.1%
Value $296K Shares 2,066 Est. Cost $106.28 Unrealized +38.4%
ICLN ISHARES TR 0.1%
Value $290K Shares 15,780 Est. Cost $21.20 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value $285K Shares 6,857 Est. Cost $36.65 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value $280K Shares 3,134 Est. Cost $96.50 Unrealized -4.1%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $277K Shares 2,855 Est. Cost $75.39 Unrealized
FTS FORTIS INC 0.1%
Value $277K Shares 6,416 Est. Cost $27.97 Unrealized +40.5%
PFE PFIZER INC 0.1%
Value $274K Shares 7,465 Est. Cost $27.07 Unrealized +22.7%
PG PROCTER AND GAMBLE CO 0.1%
Value $273K Shares 1,802 Est. Cost $83.80 Unrealized +68.6%
WAT WATERS CORP 0.0%
Value $255K Shares 957 Est. Cost $236.75 Unrealized +17.6%
GNRC GENERAC HLDGS INC COM 0.0%
Value $252K Shares 1,692 Est. Cost $114.00 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value $249K Shares 808 Est. Cost $279.68 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value $243K Shares 2,411 Est. Cost $100.79 Unrealized
ISHARES TR 0.0%
Value $241K Shares 9,875 Est. Cost $27.01 Unrealized
CABO CABLE ONE INC 0.0%
Value $236K Shares 359 Est. Cost $639.65 Unrealized 0.0%
HPQ HP INC 0.0%
Value $232K Shares 7,558 Est. Cost $27.12 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value $232K Shares 494 Est. Cost $411.47 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value $232K Shares 1,979 Est. Cost $105.92 Unrealized +1.2%
CHEGG INC 0.0%
Value $225K Shares 300,000 Est. Cost $0.73 Unrealized
FNV FRANCO NEV CORP 0.0%
Value $219K Shares 1,538 Est. Cost $115.93 Unrealized +26.3%
ALC ALCON AG 0.0%
Value $218K Shares 2,659 Est. Cost $75.77 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $215K Shares 981 Est. Cost $184.71 Unrealized +10.0%
HUBS HUBSPOT INC 0.0%
Value $214K Shares 402 Est. Cost $364.93 Unrealized +28.4%
FICO FAIR ISAAC CORP 0.0%
Value $211K Shares 261 Est. Cost $526.19 Unrealized +42.5%
AVGO BROADCOM INC 0.0%
Value $207K Shares 238 Est. Cost $57.59 Unrealized +19.4%
VOO VANGUARD INDEX FDS 0.0%
Value $206K Shares 507 Est. Cost $406.31 Unrealized
APTIV PLC 0.0%
Value $205K Shares 2,012 Est. Cost $111.31 Unrealized
XYZ BLOCK INC 0.0%
Value $203K Shares 3,050 Est. Cost $62.48 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value $203K Shares 1,844 Est. Cost $65.91 Unrealized +21.1%
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value $193K Shares 54,150 Est. Cost $4.45 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $176K Shares 13,998 Est. Cost $17.57 Unrealized -26.1%
IAG IAMGOLD CORP 0.0%
Value $164K Shares 62,500 Est. Cost $5.28 Unrealized -45.2%
VTRS VIATRIS INC 0.0%
Value $160K Shares 16,056 Est. Cost $10.62 Unrealized -20.2%
PLTK PLAYTIKA HLDG CORP 0.0%
Value $149K Shares 12,814 Est. Cost $10.84 Unrealized 0.0%
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value $148K Shares 16,619 Est. Cost $9.20 Unrealized 0.0%
GTES GATES INDL CORP PLC 0.0%
Value $148K Shares 10,970 Est. Cost $12.51 Unrealized +3.7%
CLVT CLARIVATE PLC 0.0%
Value $148K Shares 15,515 Est. Cost $8.48 Unrealized 0.0%
OLPX OLAPLEX HLDGS INC 0.0%
Value $145K Shares 39,035 Est. Cost $3.67 Unrealized 0.0%
MRVI MARAVAI LIFESCIENCES HLDGS I 0.0%
Value $145K Shares 11,678 Est. Cost $13.50 Unrealized 0.0%
DISH NETWORK CORPORATION 0.0%
Value $144K Shares 21,828 Est. Cost $6.60 Unrealized
DISH NETWORK CORPORATION 0.0%
Value $133K Shares 150,000 Est. Cost $0.80 Unrealized
STNE STONECO LTD 0.0%
Value $129K Shares 10,100 Est. Cost $11.68 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value $92,000 Shares 11,525 Est. Cost $13.35 Unrealized -47.9%
SOUTHWESTERN ENERGY CO 0.0%
Value $82,000 Shares 13,614 Est. Cost $5.95 Unrealized
PROMIS NEUROSCIENCES INC 0.0%
Value $47,000 Shares 12,330 Est. Cost $6.08 Unrealized