AI Portfolio Summary
In 2025 Q4, PJT Investments Corp. maintained a portfolio of 6 distinct positions. They heavily accumulated shares in ENBRIDGE INC., increasing their position by 1.4%.
Total Positions
6
Quarter
2025 Q4
Top Holding
TRI (41.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TRI
THOMSON REUTERS...
|
Industrials | 40.96% | 46.40% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
530,297 | $69,940,871 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ENB
ENBRIDGE INC.
|
Energy | 20.12% | 20.14% |
#2
Prev: #2
|
6.0 | 9,803 | 1.4% |
P
S
|
718,316 | $34,357,054 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO S&P 500...
|
ETF | 16.51% | 15.68% |
#3
Prev: #3
|
5.5 | 491 | 0.3% |
P
S
|
147,198 | $28,197,333 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES CORE S&...
|
ETF | 15.34% | 10.79% |
#4
Prev: #4
|
7.0 | 9,642 | 33.7% |
P
S
|
38,253 | $26,201,010 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PBA
PEMBINA PIPELIN...
|
Energy | 5.83% | 5.88% |
#5
Prev: #5
|
3.3 | 3,503 | 1.4% |
P
S
|
261,340 | $9,946,600 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGK
VANGUARD INTL E...
|
ETF | 1.24% | 1.13% |
#6
Prev: #6
|
1.0 | 199 | 0.8% |
P
S
|
25,276 | $2,113,326 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-6 of 6 holdings