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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
BLKBlackrock Inc
Recent Activity
New Position
0.01%
$1,025
1 shares@ $1025.0 avg price
CMECme Group Inc
Recent Activity
New Position
0.01%
$929
4 shares@ $232.25 avg price
ADIAnalog Devices Inc
Recent Activity
New Position
0.01%
$850
4 shares@ $212.5 avg price
PLDPrologis Inc.
Recent Activity
New Position
0.01%
$846
8 shares@ $105.75 avg price
ELVElevance Health Inc
Recent Activity
New Position
0.01%
$738
2 shares@ $369.0 avg price
CVXChevron Corp New
Recent Activity
New Position
0.01%
$724
5 shares@ $144.8 avg price
SYKStryker Corporation
Recent Activity
New Position
0.01%
$720
2 shares@ $360.0 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
0.01%
$662
3 shares@ $220.67 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.01%
$585
2 shares@ $292.5 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
New Position
0.01%
$579
3 shares@ $193.0 avg price