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Portfolio (Quarterly) Guide ↗

JCIC Asset Management Inc.

· CIK 0001492040
13F Portfolio $326M AUM 113 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 48 Added 12 Reduced 8 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIP BROOKFIELD INFRAST PARTNERS Utilities 5,654.0 $204K 0.06% +65.0 +1.2% $36.00 +1.7%
42 TU TELUS CORPORATION Communication Services 12,905.0 $166K 0.05% +235.0 +1.9% $12.83 -13.5%
43 ING ING GROEP N.V. Financial Services 5,470.0 $142K 0.04% +155.0 +2.9% $26.05 +18.2%
44 BEP BROOKFIELD RENEWABLE PARTNER Utilities 3,039.0 $99K 0.03% +80.0 +2.7% $32.56 +8.3%
45 BP BP PLC Energy 1,765.0 $83K 0.03% +50.0 +2.9% $47.00 -21.0%
46 CRM SALESFORCE INC Technology 430.0 $80K 0.03% +90.0 +26.5% $186.67 -15.2%
47 T AT&T INC Communication Services 2,659.0 $77K 0.02% +50.0 +1.9% $28.99 -21.6%
48 BMY BRISTOL-MYERS SQUIBB CO Healthcare 875.0 $53K 0.02% +535.0 +157.3% $60.65 -5.2%
Page 3 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.0%
Technology 22.9%
Energy 15.1%
Basic Materials 8.7%
Communication Services 8.2%
Consumer Cyclical 7.4%
Industrials 5.4%
Consumer Defensive 3.4%
Healthcare 2.1%
Utilities 1.1%