BROOKFIELD Corp /ON/

CIK: 0001001085SEC EDGAR →

Portfolio Value

$80.7M

Holdings

129

As of

Q4 2025

New Positions

29

Closed Positions

10

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROOKFIELD ASSET MANAGEMENT LTD

1,193,021,145$62.5M
77.47%
2

Cheniere Energy Partners LP

101,620,376$5.4M
6.74%
3

Brookfield Renewable Partners

81,306,719$2.2M
2.72%
4

BROOKFIELD CORP

46,581,943$2.1M
2.65%
5

Brookfield Business Corp

47,244,876$1.7M
2.10%
6

Brookfield Business Partners L

43,708,285$1.5M
1.91%
7

Brookfield Renewable Corp

10,094,152$387K
0.48%
8

Williams Cos Inc/The

6,065,040$365K
0.45%
9

TransAlta Corp

26,947,535$341K
0.42%
10

Targa Resources Corp

1,667,106$308K
0.38%

Quarterly Changes

Top Buys

BEP↑ Increased
$275K
FENEW
$110K
TRGP↑ Increased
$86K
ESNEW
$64K
TAC↑ Increased
$27K

Top Sells

ETR↓ Decreased
$127K
LNG↓ Decreased
$126K
ET↓ Decreased
$58K
DUKCLOSED
$52K
AWC↓ Decreased
$50K

New Positions (22)

$110K · 2.5M shares
$64K · 950K shares
$27K · 338K shares
$27K · 726K shares
$14K · 687K shares
$10K · 127K shares
$9K · 536K shares
$6K · 128K shares
$6K · 291K shares
$5K · 467K shares
$2K · 34K shares
$2K · 37K shares
$1K · 76K shares
$1K · 16K shares
$519 · 9K shares
$134 · 20K shares
$130 · 349 shares
$111 · 703 shares
$100 · 624 shares
$76 · 472 shares
$76 · 351 shares
$3 · 101 shares

Closed Positions (12)

$52K · 422K shares
$31K · 1.3M shares
$22K · 677K shares
$10K · 550K shares
$7K · 734K shares
$4K · 48K shares
$2K · 89K shares
$510 · 14K shares
$196 · 1K shares
$175 · 17K shares
$158 · 197K shares
$6 · 122 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services7$66.4M82.3%
Energy26$7.3M9.0%
Utilities24$4.3M5.4%
Industrials10$1.8M2.2%
Real Estate44$454K0.6%
Unknown9$267K0.3%
Consumer Defensive1$93K0.1%
Consumer Cyclical1$64K0.1%
Technology5$34K0.0%
Communication Services2$27K0.0%