Claret Asset Management Corp

CIK: 0001735513SEC EDGAR →

Portfolio Value

$861.7M

Holdings

383

As of

Q4 2025

New Positions

405

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BERKSHIRE HATHAWAY INC DEL

96,306$48.4M
5.62%
2

ALPHABET INC

149,040$46.6M
5.41%
3

CGI INC

464,003$42.9M
4.97%
4

META PLATFORMS INC

49,990$33.0M
3.83%
5

MICROSOFT CORP

67,534$32.7M
3.79%
6

ULTA BEAUTY INC

53,470$32.4M
3.75%
7

APPLE INC

113,642$30.9M
3.59%
8

NORTH AMERN CONSTR GROUP LTD

2,037,652$29.3M
3.40%
9

ABBVIE INC

116,895$26.7M
3.10%
10

OLLIES BARGAIN OUTLET HLDGS

242,042$26.5M
3.08%

Quarterly Changes

Top Buys

SUNCNEW
$9.9M
CNR↑ Increased
$4.6M
OLLI↑ Increased
$4.4M
BYDNEW
$2.9M
GIB/A↑ Increased
$2.8M

Top Sells

INDIVIOR PLCCLOSED
$18.9M
GOOGL↓ Decreased
$9.7M
META↓ Decreased
$4.3M
UI↓ Decreased
$2.9M
RY↓ Decreased
$2.8M

New Positions (11)

$9.9M · 200K shares
$2.9M · 18K shares
$668K · 1.0M shares
$252K · 2K shares
$226K · 1K shares
$219K · 2K shares
$219K · 1K shares
$216K · 6K shares
$203K · 837 shares
$202K · 1K shares
$200K · 2K shares

Closed Positions (35)

INDIVIOR PLC
$18.9M · 785K shares
$1.2M · 275K shares
$275K · 4K shares
$271K · 10K shares
$271K · 3K shares
$251K · 776 shares
$249K · 10K shares
$243K · 8K shares
$243K · 784 shares
$241K · 809 shares
$240K · 2K shares
$237K · 3K shares
$235K · 2K shares
$230K · 6K shares
$226K · 3K shares
$225K · 8K shares
$225K · 5K shares
$224K · 3K shares
$224K · 4K shares
$223K · 798 shares
$219K · 182 shares
$215K · 2K shares
$215K · 939 shares
$215K · 1K shares
$210K · 1K shares
$207K · 395 shares
$206K · 1K shares
$205K · 4K shares
$205K · 4K shares
$204K · 2K shares
$203K · 408 shares
$203K · 1K shares
$202K · 614 shares
$202K · 4K shares
$5K · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Technology78$145.7M16.9%
Unknown27$142.1M16.5%
Healthcare52$137.6M16.0%
Communication Services19$110.7M12.8%
Financial Services31$87.9M10.2%
Energy8$58.8M6.8%
Consumer Cyclical50$56.7M6.6%
Consumer Defensive22$52.1M6.0%
Industrials78$37.9M4.4%
Basic Materials15$28.6M3.3%
Utilities3$3.7M0.4%