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JCIC Asset Management Inc.

Location
Toronto, A6
Portfolio Value
Small $293,267,713
Diversification
Diversified
Filing Date
Global Rank
#3,461 / 8,605 ▲ 75 · as of Mar 2026
Top Industry
Banks - Diversified 20.4%
3Y Alpha vs SPY
-3.1%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+63.6%
SPY
+76.5%
Annualised alpha
-3.0%
Max drawdown
−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

102 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.4%
−1.5 pts
Top 5
27.6%
−4.3 pts
Top 10
46.6%
−2.2 pts
HHI
321
Mar 2023 → Mar 2026 · range 321 – 546
Diversified−32

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 27.5% $80,737,520
Technology 24.1% $70,745,023
Energy 16.0% $46,890,571
Basic Materials 9.2% $26,879,475
Consumer Cyclical 7.8% $22,737,518
Industrials 5.7% $16,838,582
Consumer Defensive 3.6% $10,508,629
Healthcare 2.2% $6,358,740
Communication Services 1.9% $5,558,055
Utilities 1.2% $3,442,223
Real Estate 0.8% $2,489,110
Unclassified 0.0% $82,267

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
12 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
5 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
8 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
102 positions · $293,267,713 total · as of Mar 31, 2026
Showing 1–50 of 102 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History