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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
SLFSun Life Financial Inc.
Recent Activity
Increased 1.87%
2.61%
$6.428M
108,325 shares@ $59.34 avg price
WCNWaste Connections Inc
Recent Activity
Increased 1.46%
2.5%
$6.152M
35,887 shares@ $171.45 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 1.68%
2.46%
$6.046M
30,616 shares@ $197.5 avg price
VLOValero Energy Corp
Recent Activity
Increased 1.48%
2.43%
$5.974M
48,734 shares@ $122.59 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.31%
2.39%
$5.895M
11,654 shares@ $505.86 avg price
HDHome Depot Inc
Recent Activity
Increased 1.65%
2.35%
$5.786M
14,874 shares@ $388.99 avg price
CPCanadian Pacific Kansas City
Recent Activity
Increased 2.02%
2.01%
$4.955M
68,479 shares@ $72.36 avg price
BAMBrookfield Asset Managmt Ltd
Recent Activity
Increased 1.4%
1.85%
$4.562M
84,179 shares@ $54.2 avg price
TRIThomson Reuters Corp
Recent Activity
Increased 1.53%
1.72%
$4.23M
26,360 shares@ $160.47 avg price
WMTWalmart Inc
Recent Activity
Increased 1.42%
1.66%
$4.09M
45,266 shares@ $90.35 avg price