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Aaron Coholan

@Jcic Asset Management Inc.

Latest period2024 - Q4ReportedManaged Assets$246.729MTotal holdings134
Assets growth rate1.16%Assets growth rate (2-Q avg)0.75%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Jcic Asset Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Jcic Asset Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.729M in assets, with a quarterly growth rate of 1.16% and a 2-quarter average growth rate of 0.75%. The portfolio is managed by Aaron Coholan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 2.21%
11.58%
$28.554M
114,026 shares@ $250.43 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.86%
8.51%
$20.974M
110,137 shares@ $190.44 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.71%
7.37%
$18.183M
43,139 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.96%
7.08%
$17.454M
79,557 shares@ $219.39 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.57%
6.51%
$16.048M
66,946 shares@ $239.72 avg price
NVDANvidia Corporation
Recent Activity
Increased 1034.91%
5.19%
$12.794M
95,275 shares@ $134.3 avg price
IWMIshares Tr
Recent Activity
Increased 1.46%
3.57%
$8.808M
39,862 shares@ $220.97 avg price
ENBEnbridge Inc
Recent Activity
Increased 1.37%
3.45%
$8.508M
200,585 shares@ $42.42 avg price
VVisa Inc
Recent Activity
Increased 1.4%
3.44%
$8.476M
26,818 shares@ $316.05 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
New Position
2.62%
$6.441M
82,385 shares@ $78.19 avg price