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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CLARET ASSET MANAGEMENT Corp

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001735513-25-000002

Total Value
$633,344
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (306)

#IssuerTicker / CUSIPSharesValue% of Filing
1NORTH AMERN CONSTR GROUP LTD6568111062,040,138$43,9456.94%
2CGI INCGIB401,362$43,8926.93%
3META PLATFORMS INCMETA53,235$31,1704.92%
4ALPHABET INCGOOG152,419$28,8534.56%
5MICROSOFT CORPMSFT68,371$28,8184.55%
6OLLIES BARGAIN OUTLET HLDGS681116109248,467$27,2644.30%
7ULTA BEAUTY INCULTA53,444$23,2443.67%
8OAKTREE SPECIALTY LENDING COOCSL1,495,190$22,8463.61%
9ABBVIE INCABBV127,816$22,7133.59%
10COGNIZANT TECHNOLOGY SOLUTIOCTSH225,614$17,3502.74%
11CISCO SYS INCCSCO259,967$15,3902.43%
12ROYAL BK CDA780087102127,061$15,3122.42%
13QUIPT HOME MEDICAL CORP74880P1044,470,799$13,6152.15%
14CVS HEALTH CORPCVS301,743$13,5452.14%
15BRISTOL-MYERS SQUIBB COCELG-RI174,623$9,8771.56%
16UBIQUITI INCUI29,623$9,8331.55%
17CANADIAN IMP BK COMMCNDIF154,944$9,7961.55%
18INDIVIOR PLCINDV748,486$9,3041.47%
19JOHNSON & JOHNSONJNJ62,692$9,0671.43%
20CITIGROUP INC COMC-PR125,209$8,8131.39%
21PAYPAL HLDGS INCPYPL102,790$8,7731.39%
22PFIZER INCPFE295,892$7,8501.24%
23ALPHABET INCGOOG40,572$7,7271.22%
24TORONTO DOMINION BK ONTTORO124,751$6,6381.05%
25TRACTOR SUPPLY COTSCO116,265$6,1690.97%
26BCE INCBCPPF252,457$5,8490.92%
27WALMART INCWMT63,253$5,7150.90%
28SHELL PLCRYDAF90,881$5,6940.90%
29INTERNATIONAL BUSINESS MACHSINTR23,915$5,2570.83%
30QUALCOMM INCQCOM33,877$5,2040.82%
31SCIENCE APPLICATIONS INTL CO80862510746,150$5,1590.81%
32NVIDIA CORPORATIONNVDA35,187$4,7250.75%
33COSTCO WHSL CORP NEW22160K1055,118$4,6890.74%
34ELEMENT SOLUTIONS INCESI156,359$3,9760.63%
35WESTERN COPPER & GOLD CORPWRN3,698,800$3,8830.61%
36TELUS CORPORATIONTU237,817$3,2230.51%
37INTUITIVE SURGICAL INCISRG5,730$2,9910.47%
38DOLLAR TREE INCDLTR38,836$2,9100.46%
39KENVUE INCKVUE135,715$2,8980.46%
40GLOBAL WTR RES INC379463102250,324$2,8790.45%
41MCKESSON CORPMCK4,788$2,7290.43%
42ADECOAGRO S AAGRO287,587$2,7120.43%
43MANULIFE FINL CORP56501R10686,764$2,6640.42%
44CAE INCCAE103,261$2,6210.41%
45CARDINAL HEALTH INCCAH22,054$2,6080.41%
46TESLA INCTSLA6,444$2,6020.41%
47NOVO-NORDISK A SNONOF30,212$2,5990.41%
48NVENT ELECTRIC PLCNVT31,284$2,1320.34%
49CELESTICA INCCLS21,848$2,0170.32%
50DENNYS CORP24869P104319,561$1,9330.31%
51SHERWIN WILLIAMS COSHW5,448$1,8520.29%
52CANADIAN PACIFIC KANSAS CITYCP25,480$1,8440.29%
53PARAMOUNT GLOBAL92556H206172,813$1,8080.29%
54SPDR S&P 500 ETF TRSPY2,893$1,6960.27%
55SHOPIFY INCSHOP15,524$1,6510.26%
56MEDTRONIC PLCMDT20,183$1,6120.25%
57CAMECO CORPCCJ29,081$1,4940.24%
58STANTEC INCSTN18,398$1,4430.23%
59COCA COLA COKO22,568$1,4050.22%
60NEW GOLD INC CDA644535106550,000$1,3730.22%
61CANADIAN NATL RY CO13637510212,827$1,3020.21%
62BUCKLE INCBKE25,577$1,3000.21%
63ZIMMER BIOMET HOLDINGS INCZBH11,507$1,2150.19%
64VISA INCV3,822$1,2080.19%
65SPROTT PHYSICAL GOLD TRSII59,625$1,2010.19%
66PEMBINA PIPELINE CORPPPLOF31,728$1,1720.19%
67NEWMONT CORPNEMCL31,462$1,1710.18%
68MOLSON COORS BEVERAGE COTAP-A20,068$1,1500.18%
69NATIONAL PRESTO INDS INC63721510411,139$1,0960.17%
70PRIMO BRANDS CORPORATIONPRMB35,593$1,0950.17%
71TAKE-TWO INTERACTIVE SOFTWARTTWO5,939$1,0930.17%
72SANGOMA TECHNOLOGIES CORPSANG152,885$1,0630.17%
73TFI INTL INC87241L1097,269$9820.16%
74DESCARTES SYS GROUP INC2499061088,544$9710.15%
75ISHARES TR46428822481,800$9310.15%
76SOLAREDGE TECHNOLOGIES INCSEDG1,000,000$9270.15%
77RB GLOBAL INCRBA10,233$9230.15%
78FIRST MAJESTIC SILVER CORPAG985,000$8870.14%
79WASTE CONNECTIONS INCWCN5,043$8650.14%
80APPLOVIN CORPAPP2,616$8470.13%
81PALANTIR TECHNOLOGIES INCPLTR11,102$8400.13%
82OPEN TEXT CORPOTEX28,568$8090.13%
83MERCK & CO INCMRK7,843$7800.12%
84LOWES COS INC5486611073,157$7790.12%
85ZOOM VIDEO COMMUNICATIONS INZM9,432$7700.12%
86ENBRIDGE INCENNPF17,356$7360.12%
87JPMORGAN CHASE & COVYLD2,911$6980.11%
88VANGUARD WORLD FDS92204A7021,088$6770.11%
89TRANSALTA CORPTACPF47,677$6740.11%
90MASTERCARD INCORPORATEDMA1,280$6740.11%
91EMERSON ELEC COEMR5,220$6470.10%
92CANADA GOOSE HLDGS INCGOOS60,642$6090.10%
93VAREX IMAGING CORPVREX40,444$5900.09%
94TELUS INTL CDA INCTU141,221$5550.09%
95ROCKWELL AUTOMATION INCROK1,933$5520.09%
96MASTERBRAND INCMBC37,309$5450.09%
97SALESFORCE INCCRM1,620$5420.09%
98GILDAN ACTIVEWEAR INCGIL11,174$5260.08%
99HOME DEPOT INCHD1,325$5160.08%
100SUN LIFE FINANCIAL INC.SUNFF8,631$5120.08%
101VANGUARD INDEX FDS922908363917$4940.08%
102AXON ENTERPRISE INCAXON758$4500.07%
103V2X INCVVX9,402$4500.07%
104FAIR ISAAC CORPFICO223$4440.07%
1053M COMMM3,326$4290.07%
106OSISKO GOLD ROYALTIES LTD68827L10122,867$4140.07%
107WATERS CORP9418481031,103$4090.06%
108ORACLE CORPORCL-PD2,327$3880.06%
109SERVICENOW INCNOW346$3670.06%
110TC ENERGY CORPTRPRF7,868$3660.06%
111RESIDEO TECHNOLOGIES INCREZI15,833$3650.06%
112CHART INDS INC16115Q3081,855$3540.06%
113DOXIMITY INCDOCS6,613$3530.06%
114ACCENTURE PLC IRELANDACN997$3510.06%
115LUMENTUM HLDGS INCLITE4,161$3490.06%
116DOCUSIGN INCDOCU3,865$3480.05%
117SUNCOR ENERGY INC NEWSU9,443$3370.05%
118DISNEY WALT CO2546871062,979$3320.05%
119VANGUARD INTL EQUITY INDEX F9220427422,815$3310.05%
120LILLY ELI & COLLY426$3290.05%
121HUBSPOT INCHUBS470$3270.05%
122MCDONALDS CORPMCD1,118$3240.05%
123IAMGOLD CORPIAG62,200$3210.05%
124BROADCOM INCAVGO1,366$3170.05%
125PALO ALTO NETWORKS INCPANW1,707$3110.05%
126WARNER BROS DISCOVERY INCWBD29,317$3100.05%
127COPART INCCPRT5,395$3100.05%
128PROCTER AND GAMBLE CO7427181091,836$3080.05%
129TAPESTRY INCTPR4,673$3050.05%
130EXELIXIS INCEXEL9,012$3000.05%
131EXPEDIA GROUP INCEXPE1,602$2990.05%
132F5 INCFFIV1,178$2960.05%
133FISERV INCFISV1,427$2930.05%
134DOORDASH INCDASH1,740$2920.05%
135LIVE NATION ENTERTAINMENT INLYV2,243$2900.05%
136SPOTIFY TECHNOLOGY S ASPOT646$2890.05%
137ALLISON TRANSMISSION HLDGS IALSN2,665$2880.05%
138FOX CORPFOX5,938$2880.05%
139PAYCOM SOFTWARE INCPAYC1,403$2880.05%
140BOOKING HOLDINGS INCBKNG58$2880.05%
141MOODYS CORPMCO607$2870.05%
142PAYLOCITY HLDG CORPPCTY1,429$2850.04%
143DROPBOX INCDBX9,460$2840.04%
144GODADDY INCGDDY1,432$2830.04%
145ISHARES BITCOIN TRUST ETF SHS BEN INTIBIT5,275$2800.04%
146CINTAS CORPCTAS1,508$2760.04%
147WYNDHAM HOTELS & RESORTS INCWH2,715$2740.04%
148COHERENT CORPCOHR2,873$2720.04%
149GENPACT LIMITEDG6,297$2700.04%
150PLANET FITNESS INCPLNT2,729$2700.04%
151PARKER-HANNIFIN CORPPH423$2690.04%
152WABTEC9297401081,417$2690.04%
153STRYKER CORPORATIONSYK740$2660.04%
154CORPAY INCCPAY784$2650.04%
155BOYD GAMING CORPBYD3,629$2630.04%
156HOWMET AEROSPACE INCHWM2,391$2620.04%
157CURTISS WRIGHT CORPCW736$2610.04%
158EPAM SYS INCEPAM1,115$2610.04%
159NASDAQ INCNDAQ3,372$2610.04%
160LULULEMON ATHLETICA INCLULU678$2590.04%
161AECOMACM2,411$2580.04%
162COMFORT SYS USA INC199908104606$2570.04%
163LIBERTY MEDIA CORP DELFWONB2,762$2560.04%
164US FOODS HLDG CORPUSFD3,767$2540.04%
165CATERPILLAR INCCAT698$2530.04%
166VIATRIS INCVTRS20,356$2530.04%
167FEDEX CORPFDX895$2520.04%
168PEPSICO INCPEP1,656$2520.04%
169PENTAIR PLCPNR2,507$2520.04%
170S&P GLOBAL INCSPGI503$2510.04%
171TRIMBLE INCTRMB3,551$2510.04%
172GEN DIGITAL INCGENVR9,177$2510.04%
173DATADOG INCDDOG1,760$2510.04%
174GLOBUS MED INCGMED3,003$2480.04%
175CHARTER COMMUNICATIONS INC N16119P108722$2470.04%
176GE AEROSPACE3696043011,482$2470.04%
177WORKDAY INCWDAY956$2470.04%
178SS&C TECHNOLOGIES HLDGS INCSSNC3,258$2470.04%
179ISHARES TR46434VBD19,875$2470.04%
180MASTEC INCMTZ1,809$2460.04%
181GATES INDL CORP PLCG3910810811,966$2460.04%
182CHEGG INCCHGG300,000$2460.04%
183ORION ENGINEERED CARBONS S AOEC15,541$2450.04%
184SNOWFLAKE INCSNOW1,589$2450.04%
185COMCAST CORP NEWCCZ6,515$2450.04%
186MSCI INCMSCI408$2450.04%
187LOCKHEED MARTIN CORPLMT503$2440.04%
188GLOBAL PMTS INC37940X1022,174$2440.04%
189BURLINGTON STORES INCBURL855$2440.04%
190MOTOROLA SOLUTIONS INCMSI526$2430.04%
191THE TRADE DESK INC88339J1052,070$2430.04%
192ARMSTRONG WORLD INDS INC NEW04247X1021,720$2430.04%
193UNITED THERAPEUTICS CORP DELUTHR688$2430.04%
194CHOICE HOTELS INTL INC1699051061,704$2420.04%
195SELECT SECTOR SPDR TR81369Y6054,995$2410.04%
196TYLER TECHNOLOGIES INCTYL417$2400.04%
197MOSAIC CO NEWMOS9,774$2400.04%
198BOSTON SCIENTIFIC CORPBSX2,685$2400.04%
199ADOBE INCADBE538$2390.04%
200KROGER COKR3,916$2390.04%
201CSX CORPCSX7,406$2390.04%
202WELLS FARGO CO NEW9497461013,402$2390.04%
203OREILLY AUTOMOTIVE INC67103H107201$2380.04%
204ISHARES INC46428640010,529$2370.04%
205INTUITINTU376$2360.04%
206QUIDELORTHO CORPQDEL5,304$2360.04%
207EBAY INC.EBAY3,812$2360.04%
208FACTSET RESH SYS INC303075105492$2360.04%
209JABIL INCJBL1,633$2350.04%
210VERISK ANALYTICS INCVRSK850$2340.04%
211DECKERS OUTDOOR CORPDECK1,154$2340.04%
212TELEDYNE TECHNOLOGIES INCTDY503$2330.04%
213MORNINGSTAR INCMORN693$2330.04%
214MANHATTAN ASSOCIATES INCMANH864$2330.04%
215GRAND CANYON ED INCLOPE1,423$2330.04%
216SILGAN HLDGS INCSLGN4,458$2320.04%
217WILLIAMS SONOMA INCWSM1,248$2310.04%
218DYNATRACE INC COMDT4,250$2310.04%
219CF INDS HLDGS INC1252691002,712$2310.04%
220EMCOR GROUP INCEME508$2310.04%
221HILTON WORLDWIDE HLDGS INCHLT935$2310.04%
222KEYSIGHT TECHNOLOGIES INCKEYS1,434$2300.04%
223MARRIOTT INTL INC NEW571903202824$2300.04%
224NVR INC COMNVR28$2290.04%
225GARTNER INCIT472$2290.04%
226CBOE GLOBAL MKTS INC12503M1081,172$2290.04%
227COLGATE PALMOLIVE COCL2,509$2280.04%
228BELLRING BRANDS INCBRBR3,025$2280.04%
229FORTIS INCFTRSF5,501$2280.04%
230PREMIER INCPREM10,720$2270.04%
231HAYWARD HLDGS INCHAYW14,848$2270.04%
232VALERO ENERGY CORPVLO1,840$2260.04%
233REPLIGEN CORPRGEN1,571$2260.04%
234POST HLDGS INCPOST1,963$2250.04%
235VEEVA SYS INCVEEV1,064$2240.04%
236MARKETAXESS HLDGS INCMKTX992$2240.04%
237ACUITY BRANDS INCAYI762$2230.04%
238AMDOCS LTDDOX2,612$2220.04%
239TRAVEL PLUS LEISURE CO8941641024,400$2220.04%
240ARAMARKARMK5,876$2190.03%
241INCYTE CORPINCY3,157$2180.03%
242INTERCONTINENTAL EXCHANGE IN45866F1041,463$2180.03%
243ALLEGION PLCALLE1,661$2170.03%
244MONSTER BEVERAGE CORP NEWMNST4,120$2170.03%
245SERVICE CORP INTL8175651042,717$2170.03%
246ROBERT HALF INC.RHI3,080$2170.03%
247JAZZ PHARMACEUTICALS PLCJAZZ1,756$2160.03%
248QUEST DIAGNOSTICS INCDGX1,429$2160.03%
249REPUBLIC SVCS INC7607591001,070$2150.03%
250ENVISTA HOLDINGS CORPORATIONNVST11,095$2140.03%
251AKAMAI TECHNOLOGIES INCAKAM2,240$2140.03%
252BERRY GLOBAL GROUP INC08579W1033,309$2140.03%
253ELECTRONIC ARTS INCEA1,456$2130.03%
254IRIDIUM COMMUNICATIONS INCIRDM7,300$2120.03%
255MIDDLEBY CORPMIDD1,565$2120.03%
256ALCON AGALC2,499$2120.03%
257EAGLE MATLS INC26969P108857$2110.03%
258DXC TECHNOLOGY CODXC10,579$2110.03%
259CARRIER GLOBAL CORPORATIONCARR3,092$2110.03%
260BRIGHT HORIZONS FAM SOL IN D1091941001,892$2100.03%
261HYATT HOTELS CORPH1,330$2090.03%
262PTC INCPTC1,136$2090.03%
263HEICO CORP NEWHEI-A873$2080.03%
264CASEYS GEN STORES INC147528103526$2080.03%
265VULCAN MATLS CO929160109809$2080.03%
266DOVER CORPDOV1,106$2080.03%
267DAVITA INCDVA1,392$2080.03%
268DOUBLEVERIFY HLDGS INCDV10,819$2080.03%
269MACOM TECH SOLUTIONS HLDGS I55405Y1001,595$2070.03%
270FIDELITY NATL INFORMATION SV31620M1062,566$2070.03%
271MOHAWK INDS INC6081901041,738$2070.03%
272MURPHY USA INCMUSA413$2070.03%
273PARSONS CORP DELPSN2,228$2060.03%
274NEW YORK TIMES CONYT3,962$2060.03%
275CLEAN HARBORS INCCLH893$2060.03%
276ROSS STORES INCROST1,359$2060.03%
277DICKS SPORTING GOODS INC253393102899$2060.03%
278PENN ENTERTAINMENT INCPENN10,390$2060.03%
279MATTEL INCMAT11,611$2060.03%
280TOLL BROTHERS INCTOL1,636$2060.03%
281HENRY SCHEIN INCHSIC2,984$2060.03%
282ANSYS INC03662Q105609$2050.03%
283COCA COLA CONS INCCOKE163$2050.03%
284NEUROCRINE BIOSCIENCES INCNBIX1,494$2040.03%
285AGILENT TECHNOLOGIES INCA1,516$2040.03%
286NEXSTAR MEDIA GROUP INCNXST1,294$2040.03%
287IDEX CORP45167R104974$2040.03%
288MASCO CORPMAS2,806$2040.03%
289FORTIVE CORPFTV2,712$2030.03%
290QIAGEN NVQGEN4,564$2030.03%
291OLD DOMINION FREIGHT LINE INODFL1,145$2020.03%
292WEX INCWEX1,145$2010.03%
293BJS WHSL CLUB HLDGS INC05550J1012,245$2010.03%
294THOR INDS INC8851601012,095$2010.03%
295NEWS CORP NEWNWSLL7,279$2000.03%
296HOLOGIC INCHOLX2,778$2000.03%
297TURKCELL ILETISIM HIZMETLERITKC30,230$1970.03%
298CLARIVATE PLCCLVT37,055$1880.03%
299ZOOMINFO TECHNOLOGIES INCGTM16,306$1710.03%
300TRIPADVISOR INCTRIP10,785$1590.03%
301CERTARA INCCERT13,519$1440.02%
302COTY INCCOTY19,867$1380.02%
303ELANCO ANIMAL HEALTH INCELAN10,929$1320.02%
304STONECO LTDSTNE15,100$1200.02%
305WALGREENS BOOTS ALLIANCE INC93142710812,381$1160.02%
306PROMIS NEUROSCIENCES INCPMN11,330$110.00%