JCIC Asset Management Inc.

CIK 1492040 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$326.5M
13F 가치 기준 9,443개 중 #4,924위 · 상위 52.1%
포지션
113
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +0.0% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
45.20%
상위 25개 보유 비중
76.22%
1% 초과 포지션
35
유효 포지션 수
33.0

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 0.0% 추정 매수 $0 · 매도 $0

중앙값 보유 기간: 6.0 분기 추적 기간 Q4 2024–Q2 2026 · 61.1% 보유 중

신규 포지션
0
증가함
0
감소
0
종료
8
이 페이지에서

S&P 500 대비 성과

Q4 2024–Q2 2026 추적
+30.8%

연율화: +19.6%

분기별 SEC 13F 스냅샷을 기반으로 구축된 매수 후 보유 포트폴리오를 근사합니다. 현금, 공매도 포지션, 옵션/파생상품 및 13(f) 외 증권은 제외되며, 총 펀드 AUM이 아닌 공개된 롱 에쿼티 북만 반영합니다. SEC 제출 지연은 최대 45일이며, 이는 실시간 복사 가능한 타이밍이 아닙니다.

가격 산정 가능 범위: 97.2% · 옵션 제외: 0.0%

섹터별 비중

Financials
21.2%
Technology
19.4%
Energy
14.4%
Retail
8.5%
Materials
8.2%
Communication Services
7.6%
Industrials
6.6%
Financial Services
3.5%
Healthcare
1.9%
Utilities
1.1%
Consumer Discretionary
1.0%
Consumer products
0.8%
Real Estate
0.8%
Consumer Staples
0.7%
Telecommunication
0.2%
Communications
0.0%
기타/미분류
4.2%

전체 포트폴리오 113 포지션

유형 연속 8분기 추세
GOOG Alphabet Inc. - Class C Capital Stock $19,817,723 6.07% 69,085 $0
JPM JP Morgan Chase & Co. Common Stock $18,855,362 5.78% 64,099 $0
AAPL Apple Inc. - Common Stock $17,855,903 5.47% 70,357 $0
NVDA NVIDIA Corporation - Common Stock $15,441,725 4.73% 88,542 $0
AMZN Amazon.com, Inc. - Common Stock $14,765,926 4.52% 70,898 $0
MSFT Microsoft Corporation - Common Stock $13,956,520 4.27% 37,703 $0
RY Royal Bank Of Canada Common Stock $13,533,778 4.15% 83,888 $0
VLO Valero Energy Corporation Common Stock $11,643,645 3.57% 47,125 $0
AEM Agnico Eagle Mines Limited Common Stock $10,954,473 3.36% 54,076 $0
ENB Enbridge Inc Common Stock $10,764,495 3.30% 198,974 $0
B Barrick Mining Corporation Common Shares $8,751,694 2.68% 214,582 $0
BMO Bank Of Montreal Common Stock $8,294,860 2.54% 61,364 $0
WMT Walmart Inc. - Common Stock $8,150,158 2.50% 65,579 $0
TD Toronto Dominion Bank (The) Common Stock $8,078,547 2.47% 86,674 $0
CVE Cenovus Energy Inc Common Stock $7,739,030 2.37% 292,184 $0
V Visa Inc. $7,412,738 2.27% 24,526 $0
MFC Manulife Financial Corporation Common Stock $7,392,001 2.26% 215,019 $0
SHOP Shopify Inc. - Class A Subordinate Voting Shares $7,014,606 2.15% 59,237 $0
IWM $6,421,756 1.97% 25,890 $0
BIL $6,255,780 1.92% 68,261 $0
TSM Taiwan Semiconductor Manufacturing Company Ltd. $5,989,150 1.83% 17,722 $0
WCN Waste Connections, Inc. Common Shares $5,635,988 1.73% 34,758 $0
CNQ Canadian Natural Resources Limited Common Stock $4,742,216 1.45% 97,409 $0
META Meta Platforms, Inc. - Class A Common Stock $4,721,217 1.45% 8,252 $0
HD Home Depot, Inc. (The) Common Stock $4,679,118 1.43% 14,227 $0
UBER Uber Technologies, Inc. Common Stock $4,558,492 1.40% 63,374 $0
CSX CSX Corporation - Common Stock $4,552,158 1.39% 110,893 $0
CCJ Cameco Corporation Common Stock $4,505,841 1.38% 41,517 $0
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $4,241,265 1.30% 45,605 $0
FCX Freeport-McMoRan, Inc. Common Stock $3,738,878 1.15% 63,608 $0
CM Canadian Imperial Bank of Commerce Common Stock $3,716,660 1.14% 39,295 $0
LLY Eli Lilly and Company Common Stock $3,699,315 1.13% 4,022 $0
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $3,546,114 1.09% 79,918 $0
HBM Hudbay Minerals Inc. Ordinary Shares (Canada) $3,381,976 1.04% 161,831 $0
GE GE Aerospace Common Stock $3,376,295 1.03% 11,898 $0
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock $3,164,379 0.97% 186,469 $0
GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock $3,138,038 0.96% 56,462 $0
DE Deere & Company Common Stock $3,099,840 0.95% 5,503 $0
BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock $3,001,318 0.92% 138,565 $0
SAP SAP SE ADS $2,804,077 0.86% 16,378 $0
NGG National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares $2,722,428 0.83% 32,180 $0
SONY Sony Group Corporation American Depositary Shares $2,717,351 0.83% 131,273 $0
OVV Ovintiv Inc. (DE) $2,539,499 0.78% 42,860 $0
FSV FirstService Corporation - Common Shares $2,487,202 0.76% 17,915 $0
BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) $2,157,060 0.66% 31,095 $0
LYG Lloyds Banking Group Plc American Depositary Shares $2,096,756 0.64% 416,850 $0
NVO Novo Nordisk A/S Common Stock $2,063,108 0.63% 56,139 $0
BAC Bank of America Corporation Common Stock $342,469 0.10% 7,025 $0
FTS Fortis Inc. Common Shares $339,081 0.10% 6,090 $0
INSM Insmed Incorporated - Common Stock $327,531 0.10% 2,003 $0
BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares $305,349 0.09% 4,412 $0
GOOGL Alphabet Inc. - Class A Common Stock $300,500 0.09% 1,045 $0
PBA Pembina Pipeline Corp. Ordinary Shares (Canada) $282,424 0.09% 6,322 $0
RCI Rogers Communication, Inc. Common Stock $240,652 0.07% 6,270 $0
TRP TC Energy Corporation Common Stock $238,789 0.07% 3,821 $0
MSCI MSCI Inc. Common Stock $230,157 0.07% 427 $0
HSBC HSBC Holdings, plc. Common Stock $211,752 0.06% 2,567 $0
IEF iShares 7-10 Year Treasury Bond ETF $204,719 0.06% 2,145 $0
BIP Brookfield Infrastructure Partners LP Limited Partnership Units $203,542 0.06% 5,654 $0
IEI iShares 3-7 Year Treasury Bond ETF $203,399 0.06% 1,715 $0
VCSH Vanguard Short-Term Corporate Bond ETF $202,931 0.06% 2,560 $0
VGSH Vanguard Short-Term Treasury ETF $199,621 0.06% 3,410 $0
TU Telus Corporation Ordinary Shares $165,537 0.05% 12,905 $0
COST Costco Wholesale Corporation - Common Stock $149,465 0.05% 150 $0
ING ING Group, N.V. Common Stock $142,494 0.04% 5,470 $0
AXP American Express Company Common Stock $124,017 0.04% 410 $0
BEP Brookfield Renewable Partners L.P. Limited Partnership Units $98,938 0.03% 3,039 $0
UAL United Airlines Holdings, Inc. - Common Stock $98,515 0.03% 1,070 $0
ALGN Align Technology, Inc. - Common Stock $97,372 0.03% 568 $0
C Citigroup, Inc. Common Stock $95,831 0.03% 845 $0
CCL Carnival Corporation Common Stock $95,264 0.03% 3,681 $0
ASML ASML Holding N.V. - New York Registry Shares $85,854 0.03% 65 $0
BP BP p.l.c. Common Stock $82,955 0.03% 1,765 $0
CSCO Cisco Systems, Inc. - Common Stock $80,694 0.02% 1,040 $0
CRM Salesforce, Inc. Common Stock $80,268 0.02% 430 $0
T AT&T Inc. $77,084 0.02% 2,659 $0
JNJ Johnson & Johnson Common Stock $76,999 0.02% 315 $0
EMA Emera Incorporated Common Shares $71,650 0.02% 1,385 $0
QQQ Invesco QQQ Trust, Series 1 $69,262 0.02% 120 $0
BMY Bristol-Myers Squibb Company Common Stock $53,069 0.02% 875 $0
MA Mastercard Incorporated Common Stock $49,966 0.02% 100 $0
AFL AFLAC Incorporated Common Stock $43,884 0.01% 400 $0
EOG EOG Resources, Inc. Common Stock $41,202 0.01% 285 $0
VIAV Viavi Solutions Inc. - Common Stock $37,839 0.01% 1,137 $0
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share $37,387 0.01% 298 $0
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $32,996 0.01% 620 $0
AGG $31,275 0.01% 315 $0
BCE BCE, Inc. Common Stock $30,419 0.01% 1,208 $0
PEP PepsiCo, Inc. - Common Stock $30,282 0.01% 195 $0
AVGO Broadcom Inc. - Common Stock $29,403 0.01% 95 $0
AA Alcoa Corporation Common Stock $29,185 0.01% 440 $0
CVX Chevron Corporation Common Stock $28,345 0.01% 137 $0
CNI Canadian National Railway Company Common Stock $24,653 0.01% 240 $0
UNP Union Pacific Corporation Common Stock $24,262 0.01% 100 $0
ARM Arm Holdings plc - American Depositary Shares $23,751 0.01% 157 $0
NFLX Netflix, Inc. - Common Stock $22,115 0.01% 230 $0
PG Procter & Gamble Company (The) Common Stock $21,666 0.01% 150 $0
MDT Medtronic plc. Ordinary Shares $20,363 0.01% 235 $0
F Ford Motor Company Common Stock $17,714 0.01% 1,535 $0
MU Micron Technology, Inc. - Common Stock $16,892 0.01% 50 $0

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
BCE +0 +$0
BMO +0 +$0
BNS +0 +$0
B +0 +$0
BAM +0 +$0
BIPC +0 +$0
BIP +0 +$0
BEP +0 +$0
CCJ +0 +$0
CNI +0 +$0

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
AEM 2025년 12월 31일 99,093 $16,686,350 23.0%
GIB 2026년 3월 31일 48,525 $4,482,658 3.1%
TRI 2026년 3월 31일 25,268 $3,334,883 18.6%
ULXXXX 2025년 12월 31일 51,103 $3,029,386 더 이상 추적하지 않음
BRKB 2026년 3월 31일 180 $90,477 더 이상 추적하지 않음
FLUT 2025년 12월 31일 123 $31,986 -52.5%
TECK 2026년 3월 31일 190 $9,097 26.3%
UL 2026년 3월 31일 106 $6,901 11.7%
RBA 2026년 3월 31일 60 $6,178 -9.2%
LIN 2026년 3월 31일 13 $5,543 -1.7%
ADI 2025년 3월 31일 4 $850 85.2%
MICC 2026년 3월 31일 24 $383 32.2%