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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCSH VANGUARD SCOTTSDALE FDS 2,560.0 $203K 0.06% $79.27 -0.2%
62 VGSH VANGUARD SCOTTSDALE FDS 3,410.0 $200K 0.06% $58.54 -0.5%
63 TU TELUS CORPORATION Communication Services 12,905.0 $166K 0.05% +235.0 +1.9% $12.83 -13.5%
64 COST COSTCO WHSL CORP NEW Consumer Defensive 150.0 $149K 0.05% $996.43 -4.4%
65 ING ING GROEP N.V. Financial Services 5,470.0 $142K 0.04% +155.0 +2.9% $26.05 +18.2%
66 AXP AMERICAN EXPRESS CO Financial Services 410.0 $124K 0.04% $302.48 +12.5%
67 BEP BROOKFIELD RENEWABLE PARTNER Utilities 3,039.0 $99K 0.03% +80.0 +2.7% $32.56 +8.3%
68 UAL UNITED AIRLS HLDGS INC Industrials 1,070.0 $99K 0.03% -487.0 -31.3% $92.07 +47.8%
69 ALGN ALIGN TECHNOLOGY INC Healthcare 568.0 $97K 0.03% -129.0 -18.5% $171.43 +4.1%
70 C CITIGROUP INC Financial Services 845.0 $96K 0.03% $113.41 +25.0%
71 CCL CARNIVAL CORP Consumer Cyclical 3,681.0 $95K 0.03% -2K -33.8% $25.88 +12.3%
72 ASML ASML HOLDING N V Technology 65.0 $86K 0.03% $1320.83 +35.9%
73 BP BP PLC Energy 1,765.0 $83K 0.03% +50.0 +2.9% $47.00 -21.0%
74 CSCO CISCO SYS INC Technology 1,040.0 $81K 0.03% $77.59 +46.6%
75 CRM SALESFORCE INC Technology 430.0 $80K 0.03% +90.0 +26.5% $186.67 -15.2%
76 T AT&T INC Communication Services 2,659.0 $77K 0.02% +50.0 +1.9% $28.99 -21.6%
77 JNJ JOHNSON & JOHNSON Healthcare 315.0 $77K 0.02% $244.44 +4.2%
78 EMERA INC 1,385.0 $72K 0.02% $51.73
79 QQQ INVESCO QQQ TR Financial Services 120.0 $69K 0.02% $577.18 +22.4%
80 BMY BRISTOL-MYERS SQUIBB CO Healthcare 875.0 $53K 0.02% +535.0 +157.3% $60.65 -5.2%
Page 4 of 6  ·  113 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%