StockDriftsStockDriftsTop 50 Claret Asset Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.46% | 95.3K | $45.7M | -1.01%(-970) | $492.90(+3.02%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.95% | 144.1K | $41.4M | -3.34%(-4.99K) | $73.38(+390.49%) | 2026-03-31 | |
| GIB | CGI INC | 4.37% | 500.6K | $36.6M | +7.88%(+36.56K) | $63.97(+3.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.41% | 112.4K | $28.5M | -1.08%(-1.22K) | $232.26(+32.88%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.34% | 48.9K | $28.0M | -2.16%(-1.08K) | $207.98(+180.27%) | 2026-03-31 | |
| ULTA | ULTA BEAUTY INC | 3.31% | 53.0K | $27.7M | -0.87%(-467) | $319.72(+44.29%) | 2026-03-31 | |
| NOA | NORTH AMERN CONSTR GROUP LTD | 3.3% | 2.05M | $27.6M | +0.48%(+9.79K) | $5.97(+116.22%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 3% | 115.3K | $25.1M | -1.36%(-1.59K) | $71.70(+264.12%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.81% | 63.5K | $23.5M | -5.93%(-4.00K) | $85.12(+358.74%) | 2026-03-31 | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 2.66% | 241.9K | $22.3M | -0.05%(-130) | $62.35(+19.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.16% | +26.53% |
| Top 20 Holdings Unweighted | +11.20% | +37.50% |
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