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Home > Institutional Investor > Claret Asset Management Corp > Profile

Instuitional Investor - Claret Asset Management Corp

Fund Profile
Filing Period:
Fund Name: Claret Asset Management Corp
Portfolio Value $928,291
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 137,874 $49,272 5.31%
2.
Berkshire Hathaway Inc
 BRK-B 94,564 $47,319 5.1%
3.
Groupe C G I Inc
 GIB 632,517 $40,884 4.4%
4.
Apple Inc.
 AAPL 109,863 $31,790 3.42%
5.
Cvs Health Corp
 CVS 283,709 $29,350 3.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.