BROOKFIELD Corp
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$74.2B
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BAM
Brookfield Asset Management Lt
Held since at least Q1 2024
71.4%
02
$CQP
Cheniere Energy Partners LP
Held since at least Q1 2024
8.8%
03
$BBUC
Brookfield Business Corp
Held since at least Q1 2024
6.1%
04
$BEP
Brookfield Renewable Partners
Held since at least Q1 2024
3.6%
05
$BN
Brookfield Corp
Held since at least Q1 2024
2.5%
06
$BEPC
Brookfield Renewable Corp
Held since at least Q1 2024
0.5%
07
$WMB
Williams Cos Inc/The
Held since at least Q1 2024
0.5%
08
$TRGP
Targa Resources Corp
Held since at least Q1 2024
0.5%
09
$TAC
TransAlta Corp
Held since at least Q1 2024
0.5%
10
$LNG
Cheniere Energy Inc
Held since at least Q1 2024
0.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.