Top 8 PJT Investments Corp. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 27.52% | 106.3K | $69.4M | +177.84%(+68.03K) | $654.10(+14.90%) | 2026-03-31 | |
| TRI | THOMSON REUTERS CORP | 18.91% | 530.3K | $47.7M | +0.00%(+0) | $186.07(-57.52%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | 18.86% | 248.0K | $47.6M | +68.45%(+100.76K) | $182.90(+11.35%) | 2026-03-31 | |
| ENB | ENBRIDGE INC. | 15.62% | 727.9K | $39.4M | +1.33%(+9.54K) | $45.07(+24.75%) | 2026-03-31 | |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 12.1% | 498.2K | $30.5M | new | $52.98(+9.60%) | 2026-03-31 | |
| PBA | PEMBINA PIPELINE CORP. | 4.69% | 264.2K | $11.8M | +1.11%(+2.90K) | $38.76(+25.36%) | 2026-03-31 | |
| FIGR | FIGURE TECHNOLOGY SOLUTIONS, INC. | 1.47% | 109.6K | $3.7M | new | $37.40(+15.58%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF | 0.83% | 25.4K | $2.1M | +0.40%(+100) | $74.34(+17.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -30.64% | -66.64% |
| Top 20 Holdings Unweighted | -2.29% | -6.72% |
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