Aaron Coholan

@Jcic Asset Management Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$246.729M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FIFiserv Inc Recent Activity New Position	0.01%	$1,643 8 shares@ $205.38 avg price	New Position
SOBOSouth Bow Corp Recent Activity New Position	0.01%	$1,627 69 shares@ $23.58 avg price	New Position
BXBlackstone Inc Recent Activity New Position	0.01%	$1,552 9 shares@ $172.45 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	0.01%	$1,398 13 shares@ $107.54 avg price	New Position
QCOMQualcomm Inc Recent Activity New Position	0.01%	$1,383 9 shares@ $153.67 avg price	New Position
VTSVitesse Energy Inc Recent Activity New Position	0.01%	$1,350 54 shares@ $25.0 avg price	New Position
ADBEAdobe Inc Recent Activity New Position	0.01%	$1,334 3 shares@ $444.67 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.01%	$1,160 4 shares@ $290.0 avg price	New Position
DHRDanaher Corporation Recent Activity New Position	0.01%	$1,148 5 shares@ $229.6 avg price	New Position
MLMMartin Marietta Matls Inc Recent Activity New Position	0.01%	$1,033 2 shares@ $516.5 avg price	New Position