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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

Institutional Manager · CIK 0001735513

CLARET ASSET MANAGEMENT Corp

MONTREAL, A8 · File #028-18703

Latest AUM
$861,735
Positions
383
Top-10 Concentration
49.2%
Filings
12

Sector Allocation

Technology
21.5%$185,246
Healthcare
12.5%$107,383
Financials
4.0%$34,103
Energy
2.9%$24,818
Industrials
2.8%$24,417
Materials
2.4%$20,771
Consumer Staples
2.2%$18,628

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A96,306$48,4086.82%
2ALPHABET INCGOOG149,040$46,6496.57%
3CGI INCGIB464,003$42,8616.04%
4META PLATFORMS INCMETA49,990$32,9984.65%
5MICROSOFT CORPMSFT67,534$32,6614.60%
6ULTA BEAUTY INCULTA53,470$32,3504.56%
7APPLE INCAAPL113,642$30,8954.35%
8NORTH AMERN CONSTR GROUP LTD6568111062,037,652$29,3364.13%
9ABBVIE INCABBV116,895$26,7093.76%
10OLLIES BARGAIN OUTLET HLDGS681116109242,042$26,5303.74%
11CVS HEALTH CORPCVS287,893$22,8473.22%
12ROYAL BK CDA780087102124,241$21,1812.98%
13OAKTREE SPECIALTY LENDING COOCSL1,660,588$21,1562.98%
14COGNIZANT TECHNOLOGY SOLUTIOCTSH176,308$14,6342.06%
15UBIQUITI INCUI25,157$13,9211.96%
16CANADIAN IMPERIAL BANK OF COCNDIF147,521$13,3741.88%
17ALPHABET INCGOOG42,408$13,3081.87%
18CISCO SYS INCCSCO168,690$12,9941.83%
19JOHNSON & JOHNSONJNJ59,240$12,2601.73%
20CANADIAN NATL RY CO136375102120,355$11,9041.68%