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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
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$13.707M
83,538 shares@ $164.08 avg price
RYRoyal Bk Cda
Recent Activity
Exited
0%
$10.41M
83,412 shares@ $124.81 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Exited
0%
$3.215M
96,820 shares@ $33.21 avg price
STLAStellantis N.v
Recent Activity
Exited
0%
$2.549M
181,399 shares@ $14.06 avg price
ALGNAlign Technology Inc
Recent Activity
Exited
0%
$144,708
569 shares@ $254.32 avg price
AFLAflac Inc
Recent Activity
Exited
0%
$44,720
400 shares@ $111.8 avg price
AAAlcoa Corp
Recent Activity
Exited
0%
$16,975
440 shares@ $38.58 avg price
BIPCBrookfield Infrastructure Co
Recent Activity
Exited
0%
$5,254
121 shares@ $43.43 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$4,786
204 shares@ $23.47 avg price
0378⤦#n A
Recent Activity
Exited
0%
$0
2,150 shares@ $0.0 avg price