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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VICIVici Pptys Inc
| 0.01% | $526 18 shares@ $29.23 avg price | New Position |
ZTSZoetis Inc
| 0.01% | $489 3 shares@ $163.0 avg price | New Position |
BNTBrookfield Wealth Sol Ltd
| 0.01% | $287 5 shares@ $57.4 avg price | New Position |