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§ 13F · FUND PROFILE

BROOKFIELD Corp /ON/.

Brookfield, real assets and alternatives
AUM · $85842.1T (13F)Positions · 124Turnover · 80% · Q4Filed · Feb 13, 2026
BIG MOVE · Q4
Financial Services cut 2pp. Utilities lifted 1pp.
CONCENTRATION
94%
Top 10 holdings
NEW BUYS
+22
+$287.6T deployed
EXITS
0
No exits
SECTOR SHIFT
FINANCIAL SERVICES → UTILITIES
-2pp · +1pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 13, 2026
#TickerNameShares$ value% portΔ Q4
1BAMBROOKFIELD ASSET MANAGEMENT LTD1.13B$59097.0T73.2%
2CQPCheniere Energy Partners LP101.62M$5434.7T6.7%±0%
3BAMBROOKFIELD ASSET MANAGEMENT LTD65.00M$3405.3T4.2%±0%
4BNBROOKFIELD CORP46.58M$2137.6T2.6%+50%
5BEPBrookfield Renewable Partners76.16M$2054.0T2.5%
6BBUBrookfield Business Partners L43.33M$1525.3T1.9%
7BBUCBrookfield Business Corp36.93M$1324.9T1.6%+258%
8BEPCBrookfield Renewable Corp10.09M$387.0T0.5%±0%
9BBUCBrookfield Business Corp10.32M$370.2T0.5%±0%
10WMBWilliams Cos Inc/The6.07M$364.6T0.5%+2%
§ 02 · SECTOR ALLOCATION

Where the money is

Financial Services80.0% (2pp)
Energy9.0% (±0)
Utilities5.4% (+1pp)
Industrial Conglomerates2.1% (±0)
Real Estate0.9% (±0)
Other0.6% (±0)
§ 03 · THE BROOKFIELD SIGNAL

AC read

BROOKFIELD Corp /ON/ is a Other fund managing $85842146.7 trillion in assets. The fund runs a portfolio of 124 positions, high concentration in top holdings, with the top 10 positions making up 94% of the portfolio. Trading activity is aggressive at 80% quarterly turnover, with 22 new positions and 0 exits last quarter. Top sector allocations: Financial Services (80%), Energy (9%), Utilities (5%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

4 FILINGS
Q4 2025
Busy quarter
+22 buys · 0 exits · 85 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
Q4 2024
Steady book
+0 buys · 0 exits · 0 changed