JCIC Asset Management Inc. — 13F holdings

JCIC Asset Management Inc. reported 113 holdings worth $326M in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

1. GOOG ALPHABET INC — $19.8M (6.1%)
2. JPM JPMorgan Chase & Co. — $18.9M (5.8%)
3. AAPL APPLE INC — $17.9M (5.5%)
4. NVDA NVIDIA CORPORATION — $15.4M (4.7%)
5. AMZN AMAZON COM INC — $14.8M (4.5%)
6. MSFT MICROSOFT CORP — $14.0M (4.3%)
7. RY ROYAL BK CDA — $13.5M (4.1%)
8. VLO VALERO ENERGY CORP — $11.6M (3.6%)
9. AEM AGNICO EAGLE MINES LTD — $11.0M (3.4%)
10. ENB ENBRIDGE INC — $10.8M (3.3%)