Long-term investor

Claret Asset Management Corp. @claretassetmanagementcor

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001735513).

Record

  • Tracked since 2025-06-30 (454 days), 46 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +25.3%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 5.3% · long · since 2025-06-30
  • BRK-B · 5.1% · long · since 2025-06-30
  • GIB · 4.4% · long · since 2025-06-30
  • AAPL · 3.4% · long · since 2025-06-30
  • CVS · 3.2% · long · since 2025-06-30
  • ABBV · 3.1% · long · since 2025-06-30
  • INDV · 3.0% · long · since 2026-03-31
  • META · 2.9% · long · since 2025-06-30
  • 656811106 · 2.9% · long · since 2025-06-30
  • 780087102 · 2.8% · long · since 2025-06-30
  • ULTA · 2.7% · long · since 2025-06-30
  • MSFT · 2.6% · long · since 2025-06-30

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