CLARET ASSET MANAGEMENT CORP

PrivateCIK: 1735513
Location

MONTREAL, A8

📋 What this filing means

CLARET ASSET MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 407 equity positions with a total reported market value of $839.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

407
Positions
$839.4K
Total AUM (reported)
27.28M
Total Shares

Allocation by class

TOTAL AUM$839.4K407 positions
COM$547.0K65.2%
CL A$55.8K6.6%
CL B NEW$48.2K5.7%
CL A SUB VTG$40.0K4.8%
CAP STK CL A$36.9K4.4%
COM NEW$30.9K3.7%
ORD$18.9K2.3%

Portfolio Concentration

Top 315.0%4–1026.0%11–2524.5%Rest34.6%TOP 1040.9%0%100%
Top 3$125.5K15.0%
4–10$218.0K26.0%
11–25$205.7K24.5%
Rest$290.1K34.6%

Top 3 weight

15.0%

Top 10 weight

40.9%

Voting Authority Distribution

Total shares with voting rights: 27.28M

Sole

Full voting authority

27.28M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole407
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings407
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares95.89K
TypeSH
Market value$48.2K
5.74%
Sole
95.89K
Shared
0.00
None
0.00

CGI INC

SOLE
CL A SUB VTG
Shares449.42K
TypeSH
Market value$40.0K
4.77%
Sole
449.42K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares50.73K
TypeSH
Market value$37.3K
4.44%
Sole
50.73K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares151.86K
TypeSH
Market value$36.9K
4.40%
Sole
151.86K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares67.53K
TypeSH
Market value$35.0K
4.17%
Sole
67.53K
Shared
0.00
None
0.00

OLLIES BARGAIN OUTLET HLDGS

SOLE
COM
Shares241.10K
TypeSH
Market value$31.0K
3.69%
Sole
241.10K
Shared
0.00
None
0.00

ULTA BEAUTY INC

SOLE
COM
Shares53.99K
TypeSH
Market value$29.5K
3.52%
Sole
53.99K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares114.43K
TypeSH
Market value$29.1K
3.47%
Sole
114.43K
Shared
0.00
None
0.00

NORTH AMERN CONSTR GROUP LTD

SOLE
COM
Shares2.04M
TypeSH
Market value$29.0K
3.46%
Sole
2.04M
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares118.88K
TypeSH
Market value$27.5K
3.28%
Sole
118.88K
Shared
0.00
None
0.00

OAKTREE SPECIALTY LENDING CO

SOLE
COM
Shares1.69M
TypeSH
Market value$22.1K
2.63%
Sole
1.69M
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares292.39K
TypeSH
Market value$22.0K
2.63%
Sole
292.39K
Shared
0.00
None
0.00

INDIVIOR PLC

SOLE
ORD
Shares784.59K
TypeSH
Market value$18.9K
2.25%
Sole
784.59K
Shared
0.00
None
0.00

ROYAL BK CDA

SOLE
COM
Shares124.49K
TypeSH
Market value$18.3K
2.19%
Sole
124.49K
Shared
0.00
None
0.00

UBIQUITI INC

SOLE
COM
Shares25.53K
TypeSH
Market value$16.9K
2.01%
Sole
25.53K
Shared
0.00
None
0.00

CANADIAN IMP BK COMM

SOLE
COM
Shares149.41K
TypeSH
Market value$11.9K
1.42%
Sole
149.41K
Shared
0.00
None
0.00

COGNIZANT TECHNOLOGY SOLUTIO

SOLE
CL A
Shares176.60K
TypeSH
Market value$11.8K
1.41%
Sole
176.60K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares169.97K
TypeSH
Market value$11.6K
1.39%
Sole
169.97K
Shared
0.00
None
0.00

BANK MONTREAL QUE

SOLE
COM
Shares88.55K
TypeSH
Market value$11.5K
1.37%
Sole
88.55K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares59.85K
TypeSH
Market value$11.1K
1.32%
Sole
59.85K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares43.81K
TypeSH
Market value$10.7K
1.27%
Sole
43.81K
Shared
0.00
None
0.00

QUIPT HOME MEDICAL CORP

SOLE
COM
Shares3.96M
TypeSH
Market value$10.3K
1.23%
Sole
3.96M
Shared
0.00
None
0.00

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares124.21K
TypeSH
Market value$9.9K
1.18%
Sole
124.21K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares113.46K
TypeSH
Market value$9.5K
1.13%
Sole
113.46K
Shared
0.00
None
0.00

CITIGROUP INC COM

SOLE
COM NEW
Shares88.47K
TypeSH
Market value$9.0K
1.07%
Sole
88.47K
Shared
0.00
None
0.00
Page 1 of 17