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Asset Manager ← All Institutions

Claret Asset Management Corp

Q1 2026 · Filed 2026-02-11
Market Value
$0
-100.0%
Holdings
370
-34
New Purchases
0
Added To
0
Closed
370
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 43 $0 0%
Large Cap 214 $0 0%
Mid Cap 95 $0 0%
Small Cap 15 $0 0%
Micro Cap 3 $0 0%

Portfolio Analytics

Avg Market Cap
$157.9B
Median Market Cap
$22.3B
Avg P/E
36.0
Median P/E
26.0
Avg Dividend Yield
0.01%
Avg Beta
1.03
# Stocks
359
# ETFs / Funds
11

Top Holdings (370 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CVS —% -$23M -287,893 -100.0% SOLD
2 NVT —% -$3M -28,505 -100.0% SOLD
3 EXPD —% -$296K -1,989 -100.0% SOLD
4 HRB —% -$640K -14,690 -100.0% SOLD
5 ACN —% -$307K -1,143 -100.0% SOLD
6 GOOS —% -$1M -86,704 -100.0% SOLD
7 DIS —% -$326K -2,869 -100.0% SOLD
8 ARMK —% -$200K -5,436 -100.0% SOLD
9 LYV —% -$219K -1,534 -100.0% SOLD
10 ALSN —% -$237K -2,418 -100.0% SOLD
11 DECK —% -$228K -2,196 -100.0% SOLD
12 FDX —% -$292K -1,010 -100.0% SOLD
13 IQV —% -$1M -4,524 -100.0% SOLD
14 WST —% -$291K -1,057 -100.0% SOLD
15 HPE —% -$299K -12,428 -100.0% SOLD
16 NOW —% -$214K -1,396 -100.0% SOLD
17 UI —% -$14M -25,157 -100.0% SOLD
18 AEM —% -$2M -10,739 -100.0% SOLD
19 OEC —% -$68K -12,873 -100.0% SOLD
20 BMY —% -$10M -186,516 -100.0% SOLD
21 AVTR —% -$194K -16,912 -100.0% SOLD
22 ALLE —% -$253K -1,590 -100.0% SOLD
23 WH —% -$211K -2,796 -100.0% SOLD
24 HWM —% -$254K -1,238 -100.0% SOLD
25 TFII —% -$1M -12,329 -100.0% SOLD
26 ICE —% -$204K -1,260 -100.0% SOLD
27 HLT —% -$247K -861 -100.0% SOLD
28 GMED —% -$341K -3,906 -100.0% SOLD
29 TDC —% -$318K -10,440 -100.0% SOLD
30 KEYS —% -$283K -1,392 -100.0% SOLD
31 AXTA —% -$248K -7,663 -100.0% SOLD
32 ZBH —% -$975K -10,845 -100.0% SOLD
33 BURL —% -$287K -993 -100.0% SOLD
34 COTY —% -$153K -49,711 -100.0% SOLD
35 ANET —% -$430K -3,282 -100.0% SOLD
36 GE —% -$378K -1,229 -100.0% SOLD
37 MUSA —% -$226K -561 -100.0% SOLD
38 AME —% -$325K -1,585 -100.0% SOLD
39 YETI —% -$330K -7,478 -100.0% SOLD
40 VVX —% -$415K -7,615 -100.0% SOLD
41 THO —% -$262K -2,551 -100.0% SOLD
42 HII —% -$365K -1,074 -100.0% SOLD
43 WMS —% -$286K -1,973 -100.0% SOLD
44 GIB —% -$43M -464,003 -100.0% SOLD
45 FNV —% -$346K -1,669 -100.0% SOLD
46 AYI —% -$272K -755 -100.0% SOLD
47 HAYW —% -$256K -16,567 -100.0% SOLD
48 AVY —% -$237K -1,303 -100.0% SOLD
49 ESAB —% -$212K -1,897 -100.0% SOLD
50 OTIS —% -$207K -2,369 -100.0% SOLD
51 ETSY —% -$251K -4,519 -100.0% SOLD
52 WSM —% -$249K -1,393 -100.0% SOLD
53 DXC —% -$223K -15,225 -100.0% SOLD
54 BLDR —% -$201K -1,955 -100.0% SOLD
55 AXP —% -$456K -1,232 -100.0% SOLD
56 BMO —% -$12M -89,014 -100.0% SOLD
57 ABBV —% -$27M -116,895 -100.0% SOLD
58 DHR —% -$263K -1,151 -100.0% SOLD
59 WEX —% -$232K -1,558 -100.0% SOLD
60 ESI —% -$4M -143,580 -100.0% SOLD
61 CRM —% -$434K -1,637 -100.0% SOLD
62 BIO —% -$284K -938 -100.0% SOLD
63 SUNC —% -$10M -200,081 -100.0% SOLD
64 MHK —% -$239K -2,182 -100.0% SOLD
65 MGM —% -$244K -6,692 -100.0% SOLD
66 GIL —% -$611K -9,779 -100.0% SOLD
67 BBY —% -$402K -6,004 -100.0% SOLD
68 AIT —% -$243K -948 -100.0% SOLD
69 FCN —% -$243K -1,424 -100.0% SOLD
70 AWI —% -$268K -1,402 -100.0% SOLD
71 ACM —% -$208K -2,179 -100.0% SOLD
72 A —% -$261K -1,921 -100.0% SOLD
73 DAR —% -$216K -6,003 -100.0% SOLD
74 POST —% -$208K -2,105 -100.0% SOLD
75 FTV —% -$240K -4,344 -100.0% SOLD
76 MSCI —% -$231K -402 -100.0% SOLD
77 IEX —% -$231K -1,299 -100.0% SOLD
78 J —% -$234K -1,767 -100.0% SOLD
79 MFC —% -$3M -86,649 -100.0% SOLD
80 KO —% -$1M -20,972 -100.0% SOLD
81 TPR —% -$335K -2,626 -100.0% SOLD
82 KEX —% -$219K -1,989 -100.0% SOLD
83 LOW —% -$800K -3,316 -100.0% SOLD
84 NKE —% -$226K -3,545 -100.0% SOLD
85 WLK —% -$222K -3,007 -100.0% SOLD
86 SHEL —% -$6M -80,609 -100.0% SOLD
87 NVST —% -$253K -11,633 -100.0% SOLD
88 HD —% -$491K -1,427 -100.0% SOLD
89 CAH —% -$4M -20,630 -100.0% SOLD
90 MSI —% -$209K -545 -100.0% SOLD
91 SPGI —% -$287K -548 -100.0% SOLD
92 SSD —% -$235K -1,457 -100.0% SOLD
93 STN —% -$2M -17,304 -100.0% SOLD
94 LDOS —% -$265K -1,471 -100.0% SOLD
95 UHAL-B —% -$601K -12,866 -100.0% SOLD
96 PFE —% -$7M -285,970 -100.0% SOLD
97 IBM —% -$484K -1,633 -100.0% SOLD
98 SHW —% -$1M -4,156 -100.0% SOLD
99 HPQ —% -$213K -9,543 -100.0% SOLD
100 MTZ —% -$289K -1,331 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AME —%
NVT —%
EXPD —%
HRB —%
ACN —%
GOOS —%
DIS —%
ARMK —%
LYV —%
ALSN —%
DECK —%
FDX —%
YETI —%
CVS —%
HPE —%
View SEC EDGAR Filings for Claret Asset Management Corp →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms