Claret Asset Management Corp Diversified Active

CIK: 0001735513 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $509 (99.9% shares, 0.1% debt)

Holdings (156)

NOA NORTH AMERN CONSTR GROUP LTD 8.9%
Value ($000) $45 Shares 2,080,026 Est. Cost $6.42 Unrealized +251.7%
GIB CGI INC 8.0%
Value ($000) $41 Shares 415,765 Est. Cost $67.14 Unrealized +51.3%
OLLI OLLIES BARGAIN OUTLET HLDGS 4.7%
Value ($000) $24 Shares 309,450 Est. Cost $71.53 Unrealized +2.0%
MSFT MICROSOFT CORP 4.6%
Value ($000) $23 Shares 73,409 Est. Cost $78.53 Unrealized +313.3%
OCSL OAKTREE SPECIALTY LENDING CO 4.5%
Value ($000) $23 Shares 1,132,787 Est. Cost $19.87 Unrealized +0.6%
QIPT QUIPT HOME MEDICAL CORP 4.3%
Value ($000) $22 Shares 4,310,235 Est. Cost $6.03 Unrealized -11.2%
ABBV ABBVIE INC 4.2%
Value ($000) $21 Shares 142,758 Est. Cost $71.66 Unrealized +88.8%
GOOGL ALPHABET INC 4.1%
Value ($000) $21 Shares 159,830 Est. Cost $107.09 Unrealized +19.9%
CVS CVS HEALTH CORP 3.8%
Value ($000) $20 Shares 279,523 Est. Cost $59.00 Unrealized +9.4%
META META PLATFORMS INC 3.8%
Value ($000) $19 Shares 64,347 Est. Cost $198.37 Unrealized +50.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 3.1%
Value ($000) $16 Shares 233,013 Est. Cost $61.34 Unrealized +8.3%
ULTA ULTA BEAUTY INC 2.9%
Value ($000) $15 Shares 37,364 Est. Cost $268.13 Unrealized +63.0%
CSCO CISCO SYS INC 2.8%
Value ($000) $14 Shares 265,053 Est. Cost $28.78 Unrealized +74.8%
RY ROYAL BK CDA 2.2%
Value ($000) $11 Shares 130,635 Est. Cost $81.39 Unrealized +14.3%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $10 Shares 63,243 Est. Cost $110.71 Unrealized +38.5%
ALYAF ALITHYA GROUP INC 1.6%
Value ($000) $8 Shares 5,455,460 Est. Cost $3.15 Unrealized -43.2%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $8 Shares 134,225 Est. Cost $54.02 Unrealized +0.6%
DENNYS CORP 1.4%
Value ($000) $7 Shares 861,304 Est. Cost $11.75 Unrealized
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $6 Shares 110,278 Est. Cost $97.44 Unrealized -33.3%
SHEL SHELL PLC 1.2%
Value ($000) $6 Shares 97,976 Est. Cost $52.26 Unrealized
CM CANADIAN IMP BK COMM 1.2%
Value ($000) $6 Shares 152,995 Est. Cost $38.57 Unrealized -3.1%
GOOG ALPHABET INC 1.1%
Value ($000) $6 Shares 42,677 Est. Cost $107.79 Unrealized +19.7%
SAIC SCIENCE APPLICATIONS INTL CO 1.1%
Value ($000) $6 Shares 52,257 Est. Cost $75.71 Unrealized +52.1%
C CITIGROUP INC COM 1.0%
Value ($000) $5 Shares 129,215 Est. Cost $43.38 Unrealized -6.7%
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $5 Shares 25,746 Est. Cost $12.43 Unrealized +234.3%
WRN WESTERN COPPER & GOLD CORP 1.0%
Value ($000) $5 Shares 3,698,800 Est. Cost $0.57 Unrealized +159.9%
UI UBIQUITI INC 0.9%
Value ($000) $5 Shares 31,963 Est. Cost $155.12 Unrealized +8.1%
PARAMOUNT GLOBAL 0.9%
Value ($000) $4 Shares 347,383 Est. Cost $9.69 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $4 Shares 35,717 Est. Cost $50.54 Unrealized +117.8%
TD TORONTO DOMINION BK ONT 0.7%
Value ($000) $4 Shares 62,830 Est. Cost $57.64 Unrealized +8.2%
WMT WALMART INC 0.7%
Value ($000) $4 Shares 23,657 Est. Cost $27.16 Unrealized +90.8%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $4 Shares 25,257 Est. Cost $106.72 Unrealized +23.5%
AGRO ADECOAGRO S A 0.7%
Value ($000) $3 Shares 291,402 Est. Cost $7.71 Unrealized +31.2%
ESI ELEMENT SOLUTIONS INC 0.7%
Value ($000) $3 Shares 169,531 Est. Cost $10.52 Unrealized +82.8%
BCE BCE INC 0.6%
Value ($000) $3 Shares 86,587 Est. Cost $31.70 Unrealized +9.2%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $3 Shares 5,168 Est. Cost $321.98 Unrealized +65.3%
CAE CAE INC 0.6%
Value ($000) $3 Shares 120,817 Est. Cost $16.69 Unrealized +38.5%
GWRS GLOBAL WTR RES INC 0.5%
Value ($000) $3 Shares 275,106 Est. Cost $7.75 Unrealized +41.7%
MDT MEDTRONIC PLC 0.5%
Value ($000) $2 Shares 30,931 Est. Cost $64.98 Unrealized +19.7%
MCK MCKESSON CORP 0.4%
Value ($000) $2 Shares 5,086 Est. Cost $148.04 Unrealized +181.5%
NVT NVENT ELECTRIC PLC 0.4%
Value ($000) $2 Shares 40,503 Est. Cost $21.85 Unrealized +140.0%
KVUE KENVUE INC 0.4%
Value ($000) $2 Shares 95,945 Est. Cost $21.04 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.4%
Value ($000) $2 Shares 22,037 Est. Cost $42.72 Unrealized +102.9%
CP CANADIAN PACIFIC KANSAS CITY 0.4%
Value ($000) $2 Shares 24,245 Est. Cost $77.51 Unrealized +0.7%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2 Shares 6,972 Est. Cost $216.03 Unrealized +21.4%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $2 Shares 4,154 Est. Cost $303.43 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $2 Shares 5,951 Est. Cost $254.38 Unrealized +22.8%
NEM NEWMONT CORP 0.3%
Value ($000) $2 Shares 46,017 Est. Cost $39.73 Unrealized -3.5%
MFC MANULIFE FINL CORP 0.3%
Value ($000) $2 Shares 88,956 Est. Cost $19.57 Unrealized -3.4%
MBC MASTERBRAND INC 0.3%
Value ($000) $2 Shares 132,775 Est. Cost $8.19 Unrealized +49.7%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2 Shares 3,554 Est. Cost $18.04 Unrealized +148.1%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1 Shares 13,024 Est. Cost $88.98 Unrealized +22.9%
CELESTICA INC 0.3%
Value ($000) $1 Shares 57,413 Est. Cost $9.72 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1 Shares 5,625 Est. Cost $210.98 Unrealized +21.8%
KO COCA COLA CO 0.3%
Value ($000) $1 Shares 24,446 Est. Cost $36.22 Unrealized +53.8%
VREX VAREX IMAGING CORP 0.3%
Value ($000) $1 Shares 71,187 Est. Cost $35.92 Unrealized -41.7%
STN STANTEC INC 0.3%
Value ($000) $1 Shares 20,313 Est. Cost $32.37 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1 Shares 11,259 Est. Cost $106.63 Unrealized +16.4%
CCJ CAMECO CORP 0.2%
Value ($000) $1 Shares 28,933 Est. Cost $14.89 Unrealized +136.2%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $1 Shares 68,282 Est. Cost $10.23 Unrealized
NPK NATIONAL PRESTO INDS INC 0.2%
Value ($000) $1 Shares 13,273 Est. Cost $109.11 Unrealized -30.8%
TFII TFI INTL INC 0.2%
Value ($000) $1 Shares 7,275 Est. Cost $50.75 Unrealized +150.1%
RBA RB GLOBAL INC 0.2%
Value ($000) $1 Shares 14,217 Est. Cost $56.47 Unrealized +9.1%
BKE BUCKLE INC 0.2%
Value ($000) $1 Shares 26,432 Est. Cost $13.83 Unrealized +98.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $1 Shares 15,042 Est. Cost $47.50 Unrealized +27.6%
MRK MERCK & CO INC 0.2%
Value ($000) $1 Shares 7,863 Est. Cost $43.00 Unrealized +132.2%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $1 Shares 12,728 Est. Cost $48.60 Unrealized +23.8%
V VISA INC 0.2%
Value ($000) $1 Shares 3,375 Est. Cost $164.09 Unrealized +43.9%
LOW LOWES COS INC 0.1%
Value ($000) $1 Shares 3,635 Est. Cost $81.40 Unrealized +164.0%
PRIMO WATER CORPORATION 0.1%
Value ($000) $1 Shares 54,540 Est. Cost $12.95 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $1 Shares 5,559 Est. Cost $80.94 Unrealized +70.3%
PBA PEMBINA PIPELINE CORP 0.1%
Value ($000) $1 Shares 24,558 Est. Cost $22.51 Unrealized +23.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1 Shares 2,400 Est. Cost $172.54 Unrealized +71.9%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $1 Shares 7,136 Est. Cost $74.46 Unrealized +43.4%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $1 Shares 9,135 Est. Cost $39.38 Unrealized +91.5%
ENB ENBRIDGE INC 0.1%
Value ($000) $1 Shares 20,076 Est. Cost $23.66 Unrealized +28.4%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1 Shares 7,316 Est. Cost $24.59 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1 Shares 6,837 Est. Cost $59.69 Unrealized +52.7%
SANG SANGOMA TECHNOLOGIES CORP 0.1%
Value ($000) $1 Shares 185,622 Est. Cost $7.62 Unrealized -47.8%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $1 Shares 18,068 Est. Cost $33.47 Unrealized +8.1%
VVX VECTRUS INC 0.1%
Value ($000) $1 Shares 11,417 Est. Cost $31.98 Unrealized +57.1%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $1 Shares 8,422 Est. Cost $99.43 Unrealized -30.2%
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 1,925 Est. Cost $170.73 Unrealized +77.5%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1 Shares 26,089 Est. Cost $65.43 Unrealized
TU TELUS CORPORATION 0.1%
Value ($000) $1 Shares 33,267 Est. Cost $19.36 Unrealized -9.0%
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 5,057 Est. Cost $53.06 Unrealized +112.6%
NGD NEW GOLD INC CDA 0.1%
Value ($000) $1 Shares 550,000 Est. Cost $1.37 Unrealized -22.4%
VMD VIEMED HEALTHCARE INC 0.1%
Value ($000) $1 Shares 74,951 Est. Cost $9.18 Unrealized -10.8%
GTLS CHART INDS INC 0.1%
Value ($000) $0 Shares 2,855 Est. Cost $65.02 Unrealized +158.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 1,768 Est. Cost $158.66 Unrealized +76.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $0 Shares 1,218 Est. Cost $303.94 Unrealized +30.4%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 1,088 Est. Cost $212.86 Unrealized
OEC ORION ENGINEERED CARBONS S A 0.1%
Value ($000) $0 Shares 21,064 Est. Cost $23.47 Unrealized -7.0%
TRP TC ENERGY CORP 0.1%
Value ($000) $0 Shares 12,830 Est. Cost $34.59 Unrealized -5.4%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $0 Shares 12,669 Est. Cost $24.27 Unrealized +21.4%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value ($000) $0 Shares 8,256 Est. Cost $40.81 Unrealized +22.8%
MMM 3M CO 0.1%
Value ($000) $0 Shares 4,089 Est. Cost $143.65 Unrealized -44.6%
TAC TRANSALTA CORP 0.1%
Value ($000) $0 Shares 42,447 Est. Cost $6.14 Unrealized +58.3%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 23,326 Est. Cost $21.34 Unrealized -21.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $0 Shares 8,383 Est. Cost $47.43 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $0 Shares 2,515 Est. Cost $90.77 Unrealized +56.8%
NUVEI CORPORATION 0.1%
Value ($000) $0 Shares 23,993 Est. Cost $23.85 Unrealized
TELUS INTL CDA INC 0.1%
Value ($000) $0 Shares 46,250 Est. Cost $0.01 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.1%
Value ($000) $0 Shares 11,922 Est. Cost $24.76 Unrealized +16.0%
EWZ ISHARES INC 0.1%
Value ($000) $0 Shares 10,599 Est. Cost $35.00 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $0 Shares 1,898 Est. Cost $136.45 Unrealized +22.5%
LQD ISHARES TR 0.1%
Value ($000) $0 Shares 3,134 Est. Cost $118.09 Unrealized
XPEL XPEL INC 0.1%
Value ($000) $0 Shares 3,994 Est. Cost $64.94 Unrealized +23.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,120 Est. Cost $164.30 Unrealized +64.0%
DOW DOW INC 0.1%
Value ($000) $0 Shares 5,646 Est. Cost $45.25 Unrealized +2.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $0 Shares 1,932 Est. Cost $87.86 Unrealized +64.0%
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $0 Shares 22,745 Est. Cost $9.72 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $0 Shares 7,989 Est. Cost $27.30 Unrealized +12.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 1,864 Est. Cost $105.92 Unrealized +15.3%
WAT WATERS CORP 0.1%
Value ($000) $0 Shares 957 Est. Cost $236.75 Unrealized +16.7%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 2,755 Est. Cost $75.39 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $0 Shares 478 Est. Cost $411.47 Unrealized +23.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $0 Shares 5,772 Est. Cost $36.65 Unrealized +13.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 3,095 Est. Cost $96.50 Unrealized -13.5%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 2,411 Est. Cost $0.10 Unrealized
FTS FORTIS INC 0.0%
Value ($000) $0 Shares 6,416 Est. Cost $27.97 Unrealized +32.9%
ISHARES TR 0.0%
Value ($000) $0 Shares 9,875 Est. Cost $27.01 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $0 Shares 2,192 Est. Cost $116.21 Unrealized +6.4%
CHEGG INC 0.0%
Value ($000) $0 Shares 300,000 Est. Cost $0.73 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $0 Shares 15,780 Est. Cost $21.20 Unrealized
PII POLARIS INC 0.0%
Value ($000) $0 Shares 2,220 Est. Cost $117.62 Unrealized +1.0%
APP APPLOVIN CORP 0.0%
Value ($000) $0 Shares 5,713 Est. Cost $35.47 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $0 Shares 261 Est. Cost $526.19 Unrealized +63.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 739 Est. Cost $279.68 Unrealized +8.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $0 Shares 981 Est. Cost $184.71 Unrealized +18.6%
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value ($000) $0 Shares 47,350 Est. Cost $4.45 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 458 Est. Cost $456.59 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 2,066 Est. Cost $106.28 Unrealized +26.0%
CABO CABLE ONE INC 0.0%
Value ($000) $0 Shares 358 Est. Cost $639.65 Unrealized -1.9%
CPRI SHS 0.0%
Value ($000) $0 Shares 4,065 Est. Cost $45.35 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 1,155 Est. Cost $170.29 Unrealized 0.0%
ALC ALCON AG 0.0%
Value ($000) $0 Shares 2,659 Est. Cost $75.77 Unrealized +7.8%
CIEN CIENA CORP 0.0%
Value ($000) $0 Shares 4,294 Est. Cost $44.08 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 399 Est. Cost $524.63 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $0 Shares 3,271 Est. Cost $58.29 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 1,817 Est. Cost $65.91 Unrealized +34.5%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 16,056 Est. Cost $10.62 Unrealized -12.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 13,877 Est. Cost $17.57 Unrealized -28.9%
DISH NETWORK CORPORATION 0.0%
Value ($000) $0 Shares 150,000 Est. Cost $0.80 Unrealized
IAG IAMGOLD CORP 0.0%
Value ($000) $0 Shares 62,200 Est. Cost $5.28 Unrealized -53.3%
DISH NETWORK CORPORATION 0.0%
Value ($000) $0 Shares 21,828 Est. Cost $0.01 Unrealized
GTES GATES INDL CORP PLC 0.0%
Value ($000) $0 Shares 10,970 Est. Cost $12.51 Unrealized -0.5%
PLTK PLAYTIKA HLDG CORP 0.0%
Value ($000) $0 Shares 12,814 Est. Cost $10.84 Unrealized -1.3%
MRVI MARAVAI LIFESCIENCES HLDGS I 0.0%
Value ($000) $0 Shares 11,678 Est. Cost $13.50 Unrealized -18.6%
STNE STONECO LTD 0.0%
Value ($000) $0 Shares 10,100 Est. Cost $11.58 Unrealized
CLVT CLARIVATE PLC 0.0%
Value ($000) $0 Shares 15,515 Est. Cost $8.48 Unrealized -6.0%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $0 Shares 13,614 Est. Cost $5.22 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 11,525 Est. Cost $13.35 Unrealized -39.0%
OLPX OLAPLEX HLDGS INC 0.0%
Value ($000) $0 Shares 39,035 Est. Cost $3.67 Unrealized -17.9%
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value ($000) $0 Shares 16,619 Est. Cost $9.20 Unrealized -28.6%
PROMIS NEUROSCIENCES INC 0.0%
Value ($000) $0 Shares 10,830 Est. Cost $6.08 Unrealized