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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 Q1 2025 · Filed May 13, 2025 · Accession 0001735513-25-000003

Total Value
$693,137
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A95,662$50,9487.35%
2CGI INCGIB414,093$41,3455.96%
3NORTH AMERN CONSTR GROUP LTD6568111062,049,639$32,3224.66%
4META PLATFORMS INCMETA52,045$29,9974.33%
5OLLIES BARGAIN OUTLET HLDGS681116109245,075$28,5174.11%
6APPLE INCAAPL119,254$26,4903.82%
7ABBVIE INCABBV123,515$25,8793.73%
8MICROSOFT CORPMSFT68,620$25,7593.72%
9ALPHABET INCGOOG152,161$23,5303.39%
10OAKTREE SPECIALTY LENDING COOCSL1,521,175$23,3653.37%
11CVS HEALTH CORPCVS298,008$20,1902.91%
12ULTA BEAUTY INCULTA54,371$19,9292.88%
13ROYAL BK CDA780087102128,187$14,4412.08%
14COGNIZANT TECHNOLOGY SOLUTIOCTSH179,985$13,7691.99%
15CISCO SYS INCCSCO176,718$10,9051.57%
16BRISTOL-MYERS SQUIBB COCELG-RI172,985$10,5501.52%
17JOHNSON & JOHNSONJNJ61,490$10,1981.47%
18QUIPT HOME MEDICAL CORP74880P1044,390,212$10,1911.47%
19UBIQUITI INCUI28,931$8,9731.29%
20CITIGROUP INC COMC-PR123,561$8,7721.27%
21CANADIAN IMP BK COMMCNDIF152,961$8,6061.24%
22BANK MONTREAL QUE06367110187,422$8,3491.20%
23TORONTO DOMINION BK ONTTORO127,780$7,6581.10%
24PFIZER INCPFE292,793$7,4191.07%
25INDIVIOR PLCINDV745,219$7,1021.02%
26PAYPAL HLDGS INCPYPL106,873$6,9731.01%
27SHELL PLCRYDAF88,782$6,5060.94%
28ALPHABET INCGOOG40,741$6,3650.92%
29TRACTOR SUPPLY COTSCO114,801$6,3260.91%
30BCE INCBCPPF250,509$5,7510.83%
31WALMART INCWMT64,523$5,6640.82%
32BANK NOVA SCOTIA HALIFAX064149107110,777$5,2530.76%
33QUALCOMM INCQCOM33,650$5,1690.75%
34BOEING COBA-PA29,973$5,1120.74%
35SCIENCE APPLICATIONS INTL CO80862510745,429$5,1000.74%
36COSTCO WHSL CORP NEW22160K1055,126$4,8480.70%
37WESTERN COPPER & GOLD CORPWRN3,698,800$4,2160.61%
38TELUS CORPORATIONTU281,024$4,0310.58%
39NVIDIA CORPORATIONNVDA35,240$3,8190.55%
40ELEMENT SOLUTIONS INCESI153,784$3,4770.50%
41ADECOAGRO S AAGRO292,092$3,2630.47%
42KENVUE INCKVUE133,802$3,2090.46%
43DOLLAR TREE INCDLTR42,234$3,1710.46%
44MCKESSON CORPMCK4,670$3,1430.45%
45CARDINAL HEALTH INCCAH21,920$3,0200.44%
46INTUITIVE SURGICAL INCISRG5,694$2,8200.41%
47MANULIFE FINL CORP56501R10687,149$2,7160.39%
48GLOBAL WTR RES INC379463102246,930$2,5460.37%
49NOVO-NORDISK A SNONOF30,329$2,1060.30%
50CAE INCCAE82,976$2,0400.29%
51NEW GOLD INC CDA644535106550,000$2,0340.29%
52SHERWIN WILLIAMS COSHW5,457$1,9060.27%
53BLACKBERRY LTDBB1,500,000$1,8590.27%
54PARAMOUNT GLOBAL92556H206146,511$1,7520.25%
55CELESTICA INCCLS21,588$1,7010.25%
56MEDTRONIC PLCMDT18,771$1,6870.24%
57AMGEN INCAMGN5,409$1,6850.24%
58VISA INCV4,670$1,6370.24%
59SPDR S&P 500 ETF TRSPY2,843$1,5910.23%
60NVENT ELECTRIC PLCNVT30,285$1,5880.23%
61CANADIAN PACIFIC KANSAS CITYCP22,182$1,5570.22%
62COCA COLA COKO21,533$1,5420.22%
63STANTEC INCSTN18,429$1,5280.22%
64NEWMONT CORPNEMCL29,857$1,4410.21%
65SPROTT PHYSICAL GOLD TRSII59,315$1,4270.21%
66CANADIAN NATL RY CO13637510214,646$1,4250.21%
67SHOPIFY INCSHOP14,823$1,4100.20%
68ISHARES TR464288224115,800$1,3220.19%
69PRIMO BRANDS CORPORATIONPRMB35,631$1,2650.18%
70ZIMMER BIOMET HOLDINGS INCZBH11,076$1,2540.18%
71PEMBINA PIPELINE CORPPPLOF31,256$1,2500.18%
72TESLA INCTSLA4,810$1,2470.18%
73MOLSON COORS BEVERAGE COTAP-A20,235$1,2320.18%
74TAKE-TWO INTERACTIVE SOFTWARTTWO5,836$1,2100.17%
75CAMECO CORPCCJ29,081$1,1970.17%
76AGNICO EAGLE MINES LTDAEM10,759$1,1660.17%
77BUCKLE INCBKE28,153$1,0790.16%
78RB GLOBAL INCRBA10,255$1,0290.15%
79WASTE CONNECTIONS INCWCN5,013$9770.14%
80SOLAREDGE TECHNOLOGIES INCSEDG1,000,000$9710.14%
81NATIONAL PRESTO INDS INC63721510410,953$9630.14%
82FIRST MAJESTIC SILVER CORPAG985,000$9200.13%
83DENNYS CORP24869P104246,366$9040.13%
84PALANTIR TECHNOLOGIES INCPLTR10,631$8970.13%
85DESCARTES SYS GROUP INC2499061088,553$8610.12%
86BLOCK H & R INCBSQKZ14,526$7980.12%
87U HAUL HOLDING COMPANYUHAL-B13,145$7780.11%
88LOWES COS INC5486611073,168$7390.11%
89OPEN TEXT CORPOTEX28,735$7260.10%
90MASTERCARD INCORPORATEDMA1,321$7240.10%
91MERCK & CO INCMRK7,819$7020.10%
92ZOOM VIDEO COMMUNICATIONS INZM9,434$6960.10%
93JPMORGAN CHASE & COVYLD2,836$6960.10%
94APPLOVIN CORPAPP2,618$6940.10%
95SANGOMA TECHNOLOGIES CORPSANG153,047$6900.10%
96ENBRIDGE INCENNPF15,241$6750.10%
97ORACLE CORPORCL-PD4,379$6120.09%
98AMAZON COM INCAMZN3,185$6060.09%
99VANGUARD WORLD FDS92204A7021,088$5900.09%
100TFI INTL INC87241L1097,268$5630.08%
101HOME DEPOT INCHD1,360$4990.07%
102SUN LIFE FINANCIAL INC.SUNFF8,677$4970.07%
103GILDAN ACTIVEWEAR INCGIL11,176$4940.07%
104BEST BUY INCBBY6,628$4880.07%
1053M COMMM3,293$4840.07%
106OSISKO GOLD ROYALTIES LTD68827L10122,867$4830.07%
107CANADA GOOSE HLDGS INCGOOS60,707$4810.07%
108TC ENERGY CORPTRPRF10,180$4810.07%
109VANGUARD INDEX FDS922908363917$4710.07%
110ACCENTURE PLC IRELANDACN1,507$4700.07%
111EMERSON ELEC COEMR4,220$4630.07%
112V2X INCVVX9,387$4600.07%
113VAREX IMAGING CORPVREX38,720$4490.06%
114BRUKER CORPBRKRP10,721$4480.06%
115TRANSALTA CORPTACPF47,607$4440.06%
116MASTERBRAND INCMBC33,477$4370.06%
117SALESFORCE INCCRM1,616$4340.06%
118INTERNATIONAL BUSINESS MACHSINTR1,710$4250.06%
119FAIR ISAAC CORPFICO223$4110.06%
120WATERS CORP9418481031,107$4080.06%
121AMERICAN EXPRESS COAXP1,504$4050.06%
122AXON ENTERPRISE INCAXON758$3990.06%
123IAMGOLD CORPIAG62,200$3880.06%
124DOXIMITY INCDOCS6,618$3840.06%
125TELUS INTL CDA INCTU141,371$3790.05%
126LILLY ELI & COLLY447$3690.05%
127MCDONALDS CORPMCD1,158$3620.05%
128ADVANCED MICRO DEVICES INCAMD3,497$3590.05%
129SUNCOR ENERGY INC NEWSU9,272$3590.05%
130FORTINET INCFTNT3,717$3580.05%
131SPOTIFY TECHNOLOGY S ASPOT646$3560.05%
132FOX CORPFOX5,942$3360.05%
133EXELIXIS INCEXEL9,018$3330.05%
134TAPESTRY INCTPR4,676$3290.05%
135VANGUARD INTL EQUITY INDEX F9220427422,815$3260.05%
136GE AEROSPACE3696043011,620$3240.05%
137DOORDASH INCDASH1,741$3180.05%
138GENPACT LIMITEDG6,301$3170.05%
139DOCUSIGN INCDOCU3,868$3150.05%
140WARNER BROS DISCOVERY INCWBD29,322$3150.05%
141F5 INCFFIV1,179$3140.05%
142FISERV INCFISV1,419$3130.05%
143CINTAS CORPCTAS1,509$3100.04%
144HOWMET AEROSPACE INCHWM2,393$3100.04%
145COPART INCCPRT5,472$3100.04%
146PAYCOM SOFTWARE INCPAYC1,404$3070.04%
147DISNEY WALT CO2546871063,098$3060.04%
148PROCTER AND GAMBLE CO7427181091,771$3020.04%
149OREILLY AUTOMOTIVE INC67103H107204$2920.04%
150LIVE NATION ENTERTAINMENT INLYV2,235$2920.04%
151PALO ALTO NETWORKS INCPANW1,708$2910.04%
152MOODYS CORPMCO624$2910.04%
153AUTOZONE INCAZO74$2820.04%
154VERISIGN INCVRSN1,102$2800.04%
155STRYKER CORPORATIONSYK751$2800.04%
156RESIDEO TECHNOLOGIES INCREZI15,531$2750.04%
157CORPAY INCCPAY785$2740.04%
158SERVICENOW INCNOW341$2720.04%
159SS&C TECHNOLOGIES HLDGS INCSSNC3,260$2720.04%
160BOSTON SCIENTIFIC CORPBSX2,687$2710.04%
161HUBSPOT INCHUBS470$2690.04%
162ISHARES INC46428640010,424$2690.04%
163ATLASSIAN CORPORATIONTEAM1,270$2690.04%
164EXPEDIA GROUP INCEXPE1,603$2690.04%
165PAYLOCITY HLDG CORPPCTY1,430$2680.04%
166CHART INDS INC16115Q3081,855$2680.04%
167BOOKING HOLDINGS INCBKNG58$2670.04%
168CHARTER COMMUNICATIONS INC N16119P108723$2660.04%
169CBOE GLOBAL MKTS INC12503M1081,173$2650.04%
170KROGER COKR3,919$2650.04%
171MOSAIC CO NEWMOS9,779$2640.04%
172PLANET FITNESS INCPLNT2,731$2640.04%
173LUMENTUM HLDGS INCLITE4,164$2600.04%
174EBAY INC.EBAY3,815$2580.04%
175GODADDY INCGDDY1,433$2580.04%
176CHEGG INCCHGG300,000$2570.04%
177WABTEC9297401081,418$2570.04%
178PARKER-HANNIFIN CORPPH423$2570.04%
179S&P GLOBAL INCSPGI503$2560.04%
180PEPSICO INCPEP1,708$2560.04%
181BJS WHSL CLUB HLDGS INC05550J1012,247$2560.04%
182REPUBLIC SVCS INC7607591001,056$2560.04%
183NASDAQ INCNDAQ3,374$2560.04%
184ALLISON TRANSMISSION HLDGS IALSN2,667$2550.04%
185FRANCO NEV CORPFNV1,614$2540.04%
186VERISK ANALYTICS INCVRSK851$2530.04%
187INTERCONTINENTAL EXCHANGE IN45866F1041,464$2530.04%
188DROPBOX INCDBX9,467$2530.04%
189ARCHER DANIELS MIDLAND COADM5,238$2510.04%
190TELEDYNE TECHNOLOGIES INCTDY503$2510.04%
191LIBERTY MEDIA CORP DELFWONB2,764$2490.04%
192ISHARES TR46434VBD19,875$2480.04%
193COMCAST CORP NEWCCZ6,734$2480.04%
194VEEVA SYS INCVEEV1,065$2470.04%
195ISHARES BITCOIN TRUST ETF SHS BEN INTIBIT5,275$2470.04%
196US FOODS HLDG CORPUSFD3,770$2470.04%
197GRAND CANYON ED INCLOPE1,424$2460.04%
198WYNDHAM HOTELS & RESORTS INCWH2,717$2460.04%
199SELECT SECTOR SPDR TR81369Y6054,920$2450.04%
200CENCORA INCCOR879$2440.04%
201TYLER TECHNOLOGIES INCTYL417$2430.04%
202VALERO ENERGY CORPVLO1,840$2430.04%
203ARMSTRONG WORLD INDS INC NEW04247X1021,721$2420.03%
204WELLS FARGO CO NEW9497461013,365$2420.03%
205QUEST DIAGNOSTICS INCDGX1,430$2420.03%
206BRIGHT HORIZONS FAM SOL IN D1091941001,893$2410.03%
207MONSTER BEVERAGE CORP NEWMNST4,123$2410.03%
208AMETEK INCAME1,393$2400.03%
209AMDOCS LTDDOX2,614$2390.03%
210BOYD GAMING CORPBYD3,632$2390.03%
211MIDDLEBY CORPMIDD1,566$2380.03%
212ALCON AGALC2,499$2370.03%
213BROADCOM INCAVGO1,410$2360.03%
214OKTA INCOKTA2,245$2360.03%
215CURTISS WRIGHT CORPCW737$2340.03%
216MSCI INCMSCI413$2340.03%
217COLGATE PALMOLIVE COCL2,496$2340.03%
218AUTODESK INCADSK893$2340.03%
219TRIMBLE INCTRMB3,554$2330.03%
220HEICO CORP NEWHEI-A874$2330.03%
221SNOWFLAKE INCSNOW1,590$2320.03%
222NEXSTAR MEDIA GROUP INCNXST1,295$2320.03%
223BERRY GLOBAL GROUP INC08579W1033,311$2310.03%
224MOTOROLA SOLUTIONS INCMSI526$2300.03%
225INTUITINTU374$2300.03%
226POST HLDGS INCPOST1,964$2290.03%
227NOVARTIS AGNVSEF2,057$2290.03%
228CASEYS GEN STORES INC147528103526$2280.03%
229SILGAN HLDGS INCSLGN4,461$2280.03%
230CHOICE HOTELS INTL INC1699051061,705$2260.03%
231FACTSET RESH SYS INC303075105497$2260.03%
232MATTEL INCMAT11,619$2260.03%
233BELLRING BRANDS INCBRBR3,027$2250.03%
234CHEMED CORP NEWCHE366$2250.03%
235AECOMACM2,413$2240.03%
236WORKDAY INCWDAY957$2230.03%
237CATERPILLAR INCCAT676$2230.03%
238JABIL INCJBL1,634$2220.03%
239COCA COLA CONS INCCOKE163$2200.03%
240GLOBUS MED INCGMED3,005$2200.03%
241GATES INDL CORP PLCG3910810811,975$2200.03%
242PENTAIR PLCPNR2,509$2190.03%
243SERVICE CORP INTL8175651042,719$2180.03%
244JAZZ PHARMACEUTICALS PLCJAZZ1,757$2180.03%
245AMPHENOL CORP NEW0320951013,317$2180.03%
246ZSCALER INCZS1,094$2170.03%
247ALLEGION PLCALLE1,662$2170.03%
248GEN DIGITAL INCGENVR8,133$2160.03%
249KEYSIGHT TECHNOLOGIES INCKEYS1,435$2150.03%
250HILTON WORLDWIDE HLDGS INCHLT944$2150.03%
251MARKETAXESS HLDGS INCMKTX993$2150.03%
252GLOBAL PMTS INC37940X1022,176$2130.03%
253DAVITA INCDVA1,393$2130.03%
254CF INDS HLDGS INC1252691002,714$2120.03%
255LOCKHEED MARTIN CORPLMT474$2120.03%
256UNITED THERAPEUTICS CORP DELUTHR688$2120.03%
257OTIS WORLDWIDE CORPOTIS2,055$2120.03%
258ROPER TECHNOLOGIES INCROP360$2120.03%
259CSX CORPCSX7,185$2110.03%
260MASTEC INCMTZ1,810$2110.03%
261ELECTRONIC ARTS INCEA1,457$2110.03%
262COSTAR GROUP INCCSGP2,633$2090.03%
263ADOBE INCADBE542$2080.03%
264MORNINGSTAR INCMORN693$2080.03%
265HAYWARD HLDGS INCHAYW14,859$2070.03%
266PREMIER INCPREM10,728$2070.03%
267INVESCO QQQ TRIVZ440$2060.03%
268AT&T INCT-PC7,298$2060.03%
269BECTON DICKINSON & COBDX894$2050.03%
270HENRY SCHEIN INCHSIC2,986$2050.03%
271CHURCH & DWIGHT CO INCCHD1,860$2050.03%
272BURLINGTON STORES INCBURL855$2040.03%
273LKQ CORPLKQ4,802$2040.03%
274TRAVEL PLUS LEISURE CO8941641024,403$2040.03%
275DOLBY LABORATORIES INCDLB2,540$2040.03%
276ARAMARKARMK5,880$2030.03%
277STERIS PLCSTE896$2030.03%
278CROWDSTRIKE HLDGS INCCRWD574$2030.03%
279NVR INC COMNVR28$2030.03%
280ACUITY BRANDS INCAYI763$2010.03%
281HCA HEALTHCARE INCHCA580$2010.03%
282DYNATRACE INC COMDT4,253$2010.03%
283LINCOLN ELEC HLDGS INC5339001061,059$2000.03%
284REPLIGEN CORPRGEN1,572$2000.03%
285VERTEX PHARMACEUTICALS INCVRTX413$2000.03%
286ENVISTA HOLDINGS CORPORATIONNVST11,103$1920.03%
287ORION ENGINEERED CARBONS S AOEC14,817$1920.03%
288DXC TECHNOLOGY CODXC10,587$1810.03%
289TURKCELL ILETISIM HIZMETLERITKC28,430$1770.03%
290VIATRIS INCVTRS20,370$1770.03%
291PENN ENTERTAINMENT INCPENN10,397$1700.02%
292ALGOMA STL GROUP INC01565810730,375$1650.02%
293ZOOMINFO TECHNOLOGIES INCGTM16,318$1630.02%
294STONECO LTDSTNE15,100$1580.02%
295TRIPADVISOR INCTRIP10,793$1530.02%
296CLARIVATE PLCCLVT37,081$1460.02%
297DOUBLEVERIFY HLDGS INCDV10,827$1450.02%
298CERTARA INCCERT13,529$1340.02%
299ELANCO ANIMAL HEALTH INCELAN10,937$1150.02%
300COTY INCCOTY19,881$1090.02%
301ALGOMA STL GROUP INC015658115102,000$380.01%
302PROMIS NEUROSCIENCES INCPMN11,330$80.00%