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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
CSXCsx Corp
Recent Activity
Decreased -0.39%
1.55%
$3.823M
118,459 shares@ $32.28 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.06%
0.49%
$1.191M
2,330 shares@ $511.24 avg price
TAt&t Inc
Recent Activity
Decreased -0.56%
0.07%
$159,094
6,987 shares@ $22.78 avg price
TUTelus Corporation
Recent Activity
Decreased -4.63%
0.06%
$135,349
9,989 shares@ $13.55 avg price
INGIng Groep N.v.
Recent Activity
Decreased -2.45%
0.03%
$62,367
3,980 shares@ $15.68 avg price
BPBp Plc
Recent Activity
Decreased -3.12%
0.02%
$36,654
1,240 shares@ $29.56 avg price
CCJCameco Corp
Recent Activity
Decreased -99.93%
0.01%
$3,597
70 shares@ $51.39 avg price